chore: update POT file

fix: international call log issue

.mergify.yml

@@ -0,0 +1,45 @@
+pull_request_rules:
+    - name: Auto-close PRs on stable branch
+      conditions:
+          - and:
+                - and:
+                      - author!=shariquerik
+                      - author!=frappe-pr-bot
+                      - author!=mergify[bot]
+                - or:
+                      - base=main
+      actions:
+          close:
+          comment:
+              message: |
+                  @{{author}}, thanks for the contribution, but we do not accept pull requests on a stable branch. Please raise PR on develop branch.
+
+    - name: backport to develop
+      conditions:
+          - label="backport develop"
+      actions:
+          backport:
+              branches:
+                  - develop
+              assignees:
+                  - "{{ author }}"
+
+    - name: backport to main-hotfix
+      conditions:
+          - label="backport main-hotfix"
+      actions:
+          backport:
+              branches:
+                  - main-hotfix
+              assignees:
+                  - "{{ author }}"
+
+    - name: backport to main
+      conditions:
+          - label="backport main"
+      actions:
+          backport:
+              branches:
+                  - main
+              assignees:
+                  - "{{ author }}"

crm/api/__init__.py

@@ -1,9 +1,10 @@
-from bs4 import BeautifulSoup
 import frappe
-from frappe.translate import get_all_translations
-from frappe.utils import validate_email_address, split_emails, cstr
-from frappe.utils.telemetry import POSTHOG_HOST_FIELD, POSTHOG_PROJECT_FIELD
+from bs4 import BeautifulSoup
 from frappe.core.api.file import get_max_file_size
+from frappe.translate import get_all_translations
+from frappe.utils import cstr, split_emails, validate_email_address
+from frappe.utils.modules import get_modules_from_all_apps_for_user
+from frappe.utils.telemetry import POSTHOG_HOST_FIELD, POSTHOG_PROJECT_FIELD
 
 
 @frappe.whitelist(allow_guest=True)
@@ -63,6 +64,11 @@ def check_app_permission():
 	if frappe.session.user == "Administrator":
 		return True
 
+	allowed_modules = get_modules_from_all_apps_for_user()
+	allowed_modules = [x["module_name"] for x in allowed_modules]
+	if "FCRM" not in allowed_modules:
+		return False
+
 	roles = frappe.get_roles()
 	if any(
 		role in ["System Manager", "Sales User", "Sales Manager", "Sales Master Manager"] for role in roles
@@ -94,8 +100,13 @@ def accept_invitation(key: str | None = None):
 @frappe.whitelist()
 def invite_by_email(emails: str, role: str):
 	frappe.only_for("Sales Manager")
+
+	if role not in ["Sales Manager", "Sales User"]:
+		frappe.throw("Cannot invite for this role")
+
 	if not emails:
 		return
+
 	email_string = validate_email_address(emails, throw=False)
 	email_list = split_emails(email_string)
 	if not email_list:
@@ -112,6 +123,12 @@ def invite_by_email(emails: str, role: str):
 	for email in to_invite:
 		frappe.get_doc(doctype="CRM Invitation", email=email, role=role).insert(ignore_permissions=True)
 
+	return {
+		"existing_members": existing_members,
+		"existing_invites": existing_invites,
+		"to_invite": to_invite,
+	}
+
 
 @frappe.whitelist()
 def get_file_uploader_defaults(doctype: str):

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/api/contact.py

@@ -23,22 +23,14 @@ def update_deals_email_mobile_no(doc):
 
 @frappe.whitelist()
 def get_contact(name):
-	Contact = frappe.qb.DocType("Contact")
+	contact = frappe.get_doc("Contact", name)
+	contact.check_permission("read")
 
-	query = frappe.qb.from_(Contact).select("*").where(Contact.name == name).limit(1)
+	contact = contact.as_dict()
 
-	contact = query.run(as_dict=True)
 	if not len(contact):
 		frappe.throw(_("Contact not found"), frappe.DoesNotExistError)
-	contact = contact.pop()
 
-	contact["doctype"] = "Contact"
-	contact["email_ids"] = frappe.get_all(
-		"Contact Email", filters={"parent": name}, fields=["name", "email_id", "is_primary"]
-	)
-	contact["phone_nos"] = frappe.get_all(
-		"Contact Phone", filters={"parent": name}, fields=["name", "phone", "is_primary_mobile_no"]
-	)
 	return contact
 
 

crm/api/doc.py

@@ -418,16 +418,23 @@ def get_data(
 				rows.append(field)
 
 		for kc in kanban_columns:
-			column_filters = {column_field: kc.get("name")}
+			# Start with base filters
+			column_filters = []
+
+			# Convert and add the main filters first
+			if filters:
+				base_filters = convert_filter_to_tuple(doctype, filters)
+				column_filters.extend(base_filters)
+
+			# Add the column-specific filter
+			if column_field and kc.get("name"):
+				column_filters.append([doctype, column_field, "=", kc.get("name")])
+
 			order = kc.get("order")
-			if (column_field in filters and filters.get(column_field) != kc.get("name")) or kc.get("delete"):
+			if kc.get("delete"):
 				column_data = []
 			else:
-				column_filters.update(filters.copy())
-				page_length = 20
-
-				if kc.get("page_length"):
-					page_length = kc.get("page_length")
+				page_length = kc.get("page_length", 20)
 
 				if order:
 					column_data = get_records_based_on_order(
@@ -437,26 +444,20 @@ def get_data(
 					column_data = frappe.get_list(
 						doctype,
 						fields=rows,
-						filters=convert_filter_to_tuple(doctype, column_filters),
+						filters=column_filters,
 						order_by=order_by,
 						page_length=page_length,
 					)
 
-				new_filters = filters.copy()
-				new_filters.update({column_field: kc.get("name")})
-
 				all_count = frappe.get_list(
 					doctype,
-					filters=convert_filter_to_tuple(doctype, new_filters),
+					filters=column_filters,
 					fields="count(*) as total_count",
 				)[0].total_count
 
 				kc["all_count"] = all_count
 				kc["count"] = len(column_data)
 
-				for d in column_data:
-					getCounts(d, doctype)
-
 			if order:
 				column_data = sorted(
 					column_data,

crm/api/settings.py

@@ -0,0 +1,99 @@
+import frappe
+
+
+@frappe.whitelist()
+def create_email_account(data):
+	service = data.get("service")
+	service_config = email_service_config.get(service)
+	if not service_config:
+		return "Service not supported"
+
+	try:
+		email_doc = frappe.get_doc(
+			{
+				"doctype": "Email Account",
+				"email_id": data.get("email_id"),
+				"email_account_name": data.get("email_account_name"),
+				"service": service,
+				"enable_incoming": data.get("enable_incoming"),
+				"enable_outgoing": data.get("enable_outgoing"),
+				"default_incoming": data.get("default_incoming"),
+				"default_outgoing": data.get("default_outgoing"),
+				"email_sync_option": "ALL",
+				"initial_sync_count": 100,
+				"create_contact": 1,
+				"track_email_status": 1,
+				"use_tls": 1,
+				"use_imap": 1,
+				"smtp_port": 587,
+				**service_config,
+			}
+		)
+		if service == "Frappe Mail":
+			email_doc.api_key = data.get("api_key")
+			email_doc.api_secret = data.get("api_secret")
+			email_doc.frappe_mail_site = data.get("frappe_mail_site")
+			email_doc.append_to = "CRM Lead"
+		else:
+			email_doc.append("imap_folder", {"append_to": "CRM Lead", "folder_name": "INBOX"})
+			email_doc.password = data.get("password")
+			# validate whether the credentials are correct
+			email_doc.get_incoming_server()
+
+		# if correct credentials, save the email account
+		email_doc.save()
+	except Exception as e:
+		frappe.throw(str(e))
+
+
+email_service_config = {
+	"Frappe Mail": {
+		"domain": None,
+		"password": None,
+		"awaiting_password": 0,
+		"ascii_encode_password": 0,
+		"login_id_is_different": 0,
+		"login_id": None,
+		"use_imap": 0,
+		"use_ssl": 0,
+		"validate_ssl_certificate": 0,
+		"use_starttls": 0,
+		"email_server": None,
+		"incoming_port": 0,
+		"always_use_account_email_id_as_sender": 1,
+		"use_tls": 0,
+		"use_ssl_for_outgoing": 0,
+		"smtp_server": None,
+		"smtp_port": None,
+		"no_smtp_authentication": 0,
+	},
+	"GMail": {
+		"email_server": "imap.gmail.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.gmail.com",
+	},
+	"Outlook": {
+		"email_server": "imap-mail.outlook.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp-mail.outlook.com",
+	},
+	"Sendgrid": {
+		"smtp_server": "smtp.sendgrid.net",
+		"smtp_port": 587,
+	},
+	"SparkPost": {
+		"smtp_server": "smtp.sparkpostmail.com",
+	},
+	"Yahoo": {
+		"email_server": "imap.mail.yahoo.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.mail.yahoo.com",
+		"smtp_port": 587,
+	},
+	"Yandex": {
+		"email_server": "imap.yandex.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.yandex.com",
+		"smtp_port": 587,
+	},
+}

crm/fcrm/doctype/crm_call_log/crm_call_log.json

@@ -41,13 +41,15 @@
    "fieldname": "from",
    "fieldtype": "Data",
    "in_list_view": 1,
-   "label": "From"
+   "label": "From",
+   "reqd": 1
   },
   {
    "fieldname": "status",
    "fieldtype": "Select",
    "label": "Status",
-   "options": "Initiated\nRinging\nIn Progress\nCompleted\nFailed\nBusy\nNo Answer\nQueued\nCanceled"
+   "options": "Initiated\nRinging\nIn Progress\nCompleted\nFailed\nBusy\nNo Answer\nQueued\nCanceled",
+   "reqd": 1
   },
   {
    "fieldname": "start_time",
@@ -69,13 +71,15 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Type",
-   "options": "Incoming\nOutgoing"
+   "options": "Incoming\nOutgoing",
+   "reqd": 1
   },
   {
    "fieldname": "to",
    "fieldtype": "Data",
    "in_list_view": 1,
-   "label": "To"
+   "label": "To",
+   "reqd": 1
   },
   {
    "description": "Call duration in seconds",
@@ -153,7 +157,7 @@
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-01-22 17:57:59.289548",
+ "modified": "2025-04-01 16:01:54.479309",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Call Log",

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/crm_deal/api.py

@@ -6,7 +6,10 @@ from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script
 
 @frappe.whitelist()
 def get_deal(name):
-	deal = frappe.get_doc("CRM Deal", name).as_dict()
+	deal = frappe.get_doc("CRM Deal", name)
+	deal.check_permission("read")
+
+	deal = deal.as_dict()
 
 	deal["fields_meta"] = get_fields_meta("CRM Deal")
 	deal["_form_script"] = get_form_script("CRM Deal")

crm/fcrm/doctype/crm_deal/crm_deal.js

@@ -5,4 +5,68 @@ frappe.ui.form.on("CRM Deal", {
 	refresh(frm) {
 		frm.add_web_link(`/crm/deals/${frm.doc.name}`, __("Open in Portal"));
 	},
+	update_total: function (frm) {
+		let total = 0;
+		let total_qty = 0;
+		let net_total = 0;
+		frm.doc.products.forEach((d) => {
+			total += d.amount;
+			total_qty += d.qty;
+			net_total += d.net_amount;
+		});
+
+		frappe.model.set_value(frm.doctype, frm.docname, "total", total);
+		frappe.model.set_value(
+			frm.doctype,
+			frm.docname,
+			"net_total",
+			net_total || total
+		);
+	}
+});
+
+frappe.ui.form.on("CRM Products", {
+	products_add: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	products_remove: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	product_code: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		frappe.model.set_value(cdt, cdn, "product_name", d.product_code);
+	},
+	rate: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.rate && d.qty) {
+			frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	qty: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.rate && d.qty) {
+			frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	discount_percentage: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.discount_percentage && d.amount) {
+			discount_amount = (d.discount_percentage / 100) * d.amount;
+			frappe.model.set_value(
+				cdt,
+				cdn,
+				"discount_amount",
+				discount_amount
+			);
+			frappe.model.set_value(
+				cdt,
+				cdn,
+				"net_amount",
+				d.amount - discount_amount
+			);
+		}
+		frm.trigger("update_total");
+	}
 });

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -43,6 +43,12 @@
   "mobile_no",
   "phone",
   "gender",
+  "products_tab",
+  "products",
+  "section_break_ccbj",
+  "total",
+  "column_break_udbq",
+  "net_total",
   "sla_tab",
   "sla",
   "sla_creation",
@@ -334,11 +340,46 @@
    "fieldtype": "Link",
    "label": "Currency",
    "options": "Currency"
+  },
+  {
+   "fieldname": "products_tab",
+   "fieldtype": "Tab Break",
+   "label": "Products"
+  },
+  {
+   "fieldname": "products",
+   "fieldtype": "Table",
+   "label": "Products",
+   "options": "CRM Products"
+  },
+  {
+   "fieldname": "section_break_ccbj",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_udbq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "total",
+   "fieldtype": "Currency",
+   "label": "Total",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "description": "Total after discount",
+   "fieldname": "net_total",
+   "fieldtype": "Currency",
+   "label": "Net Total",
+   "options": "currency",
+   "read_only": 1
   }
  ],
+ "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-12-11 14:31:41.058895",
+ "modified": "2025-05-12 12:30:55.415282",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",
@@ -370,10 +411,11 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "show_title_field_in_link": 1,
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": [],
  "title_field": "organization",
  "track_changes": 1
-}
+}

crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.py

@@ -27,7 +27,9 @@ def get_fields_layout(doctype: str, type: str, parent_doctype: str | None = None
 	if not tabs and type != "Required Fields":
 		tabs = get_default_layout(doctype)
 
-	has_tabs = tabs[0].get("sections") if tabs and tabs[0] else False
+	has_tabs = False
+	if isinstance(tabs, list) and len(tabs) > 0 and isinstance(tabs[0], dict):
+		has_tabs = any("sections" in tab for tab in tabs)
 
 	if not has_tabs:
 		tabs = [{"name": "first_tab", "sections": tabs}]
@@ -47,7 +49,10 @@ def get_fields_layout(doctype: str, type: str, parent_doctype: str | None = None
 
 	for tab in tabs:
 		for section in tab.get("sections"):
+			if section.get("columns"):
+				section["columns"] = [column for column in section.get("columns") if column]
 			for column in section.get("columns") if section.get("columns") else []:
+				column["fields"] = [field for field in column.get("fields") if field]
 				for field in column.get("fields") if column.get("fields") else []:
 					field = next((f for f in fields if f.fieldname == field), None)
 					if field:

crm/fcrm/doctype/crm_form_script/crm_form_script.json

@@ -65,7 +65,7 @@
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-09-16 19:40:19.340948",
+ "modified": "2025-05-19 17:57:24.610295",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Form Script",
@@ -83,9 +83,19 @@
    "role": "Sales Manager",
    "share": 1,
    "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "All",
+   "share": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []
-}
+}

crm/fcrm/doctype/crm_invitation/crm_invitation.py

@@ -21,7 +21,7 @@ class CRMInvitation(Document):
 		if frappe.local.dev_server:
 			print(f"Invite link for {self.email}: {invite_link}")
 
-		title = f"Frappe CRM"
+		title = "Frappe CRM"
 		template = "crm_invitation"
 
 		frappe.sendmail(
@@ -44,12 +44,24 @@ class CRMInvitation(Document):
 
 		user = self.create_user_if_not_exists()
 		user.append_roles(self.role)
+		if self.role == "Sales User":
+			self.update_module_in_user(user, "FCRM")
 		user.save(ignore_permissions=True)
 
 		self.status = "Accepted"
 		self.accepted_at = frappe.utils.now()
 		self.save(ignore_permissions=True)
 
+	def update_module_in_user(self, user, module):
+		block_modules = frappe.get_all(
+			"Module Def",
+			fields=["name as module"],
+			filters={"name": ["!=", module]},
+		)
+
+		if block_modules:
+			user.set("block_modules", block_modules)
+
 	def create_user_if_not_exists(self):
 		if not frappe.db.exists("User", self.email):
 			first_name = self.email.split("@")[0].title()

crm/fcrm/doctype/crm_lead/api.py

@@ -6,7 +6,10 @@ from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script
 
 @frappe.whitelist()
 def get_lead(name):
-	lead = frappe.get_doc("CRM Lead", name).as_dict()
+	lead = frappe.get_doc("CRM Lead", name)
+	lead.check_permission("read")
+
+	lead = lead.as_dict()
 
 	lead["fields_meta"] = get_fields_meta("CRM Lead")
 	lead["_form_script"] = get_form_script("CRM Lead")

crm/fcrm/doctype/crm_lead/crm_lead.js

@@ -5,4 +5,68 @@ frappe.ui.form.on("CRM Lead", {
 	refresh(frm) {
 		frm.add_web_link(`/crm/leads/${frm.doc.name}`, __("Open in Portal"));
 	},
+	update_total: function (frm) {
+		let total = 0;
+		let total_qty = 0;
+		let net_total = 0;
+		frm.doc.products.forEach((d) => {
+			total += d.amount;
+			total_qty += d.qty;
+			net_total += d.net_amount;
+		});
+
+		frappe.model.set_value(frm.doctype, frm.docname, "total", total);
+		frappe.model.set_value(
+			frm.doctype,
+			frm.docname,
+			"net_total",
+			net_total || total
+		);
+	}
 });
+
+frappe.ui.form.on("CRM Products", {
+	products_add: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	products_remove: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	product_code: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		frappe.model.set_value(cdt, cdn, "product_name", d.product_code);
+	},
+	rate: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.rate && d.qty) {
+			frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	qty: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.rate && d.qty) {
+			frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	discount_percentage: function (frm, cdt, cdn) {
+		let d = frappe.get_doc(cdt, cdn);
+		if (d.discount_percentage && d.amount) {
+			discount_amount = (d.discount_percentage / 100) * d.amount;
+			frappe.model.set_value(
+				cdt,
+				cdn,
+				"discount_amount",
+				discount_amount
+			);
+			frappe.model.set_value(
+				cdt,
+				cdn,
+				"net_amount",
+				d.amount - discount_amount
+			);
+		}
+		frm.trigger("update_total");
+	}
+});

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -37,6 +37,12 @@
   "annual_revenue",
   "image",
   "converted",
+  "products_tab",
+  "products",
+  "section_break_ggwh",
+  "total",
+  "column_break_uisv",
+  "net_total",
   "sla_tab",
   "sla",
   "sla_creation",
@@ -285,12 +291,47 @@
    "fieldtype": "Table",
    "label": "Status Change Log",
    "options": "CRM Status Change Log"
+  },
+  {
+   "fieldname": "products_tab",
+   "fieldtype": "Tab Break",
+   "label": "Products"
+  },
+  {
+   "fieldname": "products",
+   "fieldtype": "Table",
+   "label": "Products",
+   "options": "CRM Products"
+  },
+  {
+   "fieldname": "section_break_ggwh",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "total",
+   "fieldtype": "Currency",
+   "label": "Total",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_uisv",
+   "fieldtype": "Column Break"
+  },
+  {
+   "description": "Total after discount",
+   "fieldname": "net_total",
+   "fieldtype": "Currency",
+   "label": "Net Total",
+   "options": "currency",
+   "read_only": 1
   }
  ],
+ "grid_page_length": 50,
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-01-02 22:14:01.991054",
+ "modified": "2025-05-14 19:51:06.184569",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",
@@ -331,6 +372,7 @@
    "share": 1
   }
  ],
+ "row_format": "Dynamic",
  "sender_field": "email",
  "sender_name_field": "first_name",
  "show_title_field_in_link": 1,
@@ -339,4 +381,4 @@
  "states": [],
  "title_field": "lead_name",
  "track_changes": 1
-}
+}

crm/fcrm/doctype/crm_product/crm_product.js

@@ -0,0 +1,9 @@
+// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on("CRM Product", {
+	product_code: function (frm) {
+		if (!frm.doc.product_name)
+			frm.set_value("product_name", frm.doc.product_code);
+	}
+});

crm/fcrm/doctype/crm_product/crm_product.json

@@ -0,0 +1,105 @@
+{
+ "actions": [],
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:product_code",
+ "creation": "2025-04-28 11:45:09.309636",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "naming_series",
+  "product_code",
+  "product_name",
+  "column_break_bpdj",
+  "disabled",
+  "standard_rate",
+  "image",
+  "section_break_rtwm",
+  "description"
+ ],
+ "fields": [
+  {
+   "fieldname": "naming_series",
+   "fieldtype": "Select",
+   "label": "Naming Series",
+   "options": "CRM-PROD-.YYYY.-"
+  },
+  {
+   "fieldname": "product_code",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Product Code",
+   "reqd": 1,
+   "unique": 1
+  },
+  {
+   "fieldname": "product_name",
+   "fieldtype": "Data",
+   "label": "Product Name"
+  },
+  {
+   "fieldname": "column_break_bpdj",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "fieldname": "disabled",
+   "fieldtype": "Check",
+   "label": "Disabled"
+  },
+  {
+   "fieldname": "image",
+   "fieldtype": "Attach Image",
+   "label": "Image"
+  },
+  {
+   "fieldname": "section_break_rtwm",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "description",
+   "fieldtype": "Text Editor",
+   "label": "Description"
+  },
+  {
+   "fieldname": "standard_rate",
+   "fieldtype": "Currency",
+   "label": "Standard Selling Rate"
+  }
+ ],
+ "grid_page_length": 50,
+ "image_field": "image",
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "make_attachments_public": 1,
+ "modified": "2025-04-28 12:47:25.087957",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Product",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "quick_entry": 1,
+ "row_format": "Dynamic",
+ "search_fields": "product_name,description",
+ "show_name_in_global_search": 1,
+ "show_preview_popup": 1,
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "product_name",
+ "track_changes": 1
+}

crm/fcrm/doctype/crm_product/crm_product.py

@@ -0,0 +1,16 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe.model.document import Document
+
+
+class CRMProduct(Document):
+	def validate(self):
+		self.set_product_name()
+
+	def set_product_name(self):
+		if not self.product_name:
+			self.product_name = self.product_code
+		else:
+			self.product_name = self.product_name.strip()

crm/fcrm/doctype/crm_product/test_crm_product.py

@@ -0,0 +1,29 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests import IntegrationTestCase, UnitTestCase
+
+# On IntegrationTestCase, the doctype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class UnitTestCRMProduct(UnitTestCase):
+	"""
+	Unit tests for CRMProduct.
+	Use this class for testing individual functions and methods.
+	"""
+
+	pass
+
+
+class IntegrationTestCRMProduct(IntegrationTestCase):
+	"""
+	Integration tests for CRMProduct.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass

crm/fcrm/doctype/crm_products/crm_products.json

@@ -0,0 +1,136 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-04-28 12:50:49.812915",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "product_code",
+  "column_break_gvbc",
+  "product_name",
+  "section_break_fnvf",
+  "qty",
+  "column_break_ajac",
+  "rate",
+  "section_break_olqb",
+  "discount_percentage",
+  "column_break_uvra",
+  "discount_amount",
+  "section_break_cnpb",
+  "column_break_pozr",
+  "amount",
+  "column_break_ejqw",
+  "net_amount"
+ ],
+ "fields": [
+  {
+   "fieldname": "column_break_gvbc",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "product_name",
+   "fieldtype": "Data",
+   "label": "Product Name",
+   "reqd": 1
+  },
+  {
+   "fieldname": "section_break_fnvf",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "section_break_olqb",
+   "fieldtype": "Section Break"
+  },
+  {
+   "bold": 1,
+   "fieldname": "discount_percentage",
+   "fieldtype": "Percent",
+   "label": "Discount %"
+  },
+  {
+   "fieldname": "discount_amount",
+   "fieldtype": "Currency",
+   "label": "Discount Amount",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_cnpb",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_pozr",
+   "fieldtype": "Column Break"
+  },
+  {
+   "bold": 1,
+   "fieldname": "rate",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "label": "Rate",
+   "options": "currency",
+   "reqd": 1
+  },
+  {
+   "bold": 1,
+   "fieldname": "amount",
+   "fieldtype": "Currency",
+   "label": "Amount",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "bold": 1,
+   "depends_on": "discount_percentage",
+   "description": "Amount after discount",
+   "fieldname": "net_amount",
+   "fieldtype": "Currency",
+   "label": "Net Amount",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "bold": 1,
+   "columns": 5,
+   "fieldname": "product_code",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Product",
+   "options": "CRM Product"
+  },
+  {
+   "bold": 1,
+   "default": "1",
+   "fieldname": "qty",
+   "fieldtype": "Float",
+   "label": "Quantity"
+  },
+  {
+   "fieldname": "column_break_ajac",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_uvra",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_ejqw",
+   "fieldtype": "Column Break"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2025-05-14 18:52:26.183306",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Products",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_products/crm_products.py

@@ -0,0 +1,110 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe.model.document import Document
+
+
+class CRMProducts(Document):
+	pass
+
+
+def create_product_details_script(doctype):
+	if not frappe.db.exists("CRM Form Script", "Product Details Script for " + doctype):
+		script = get_product_details_script(doctype)
+		frappe.get_doc(
+			{
+				"doctype": "CRM Form Script",
+				"name": "Product Details Script for " + doctype,
+				"dt": doctype,
+				"view": "Form",
+				"script": script,
+				"enabled": 1,
+				"is_standard": 1,
+			}
+		).insert()
+
+
+def get_product_details_script(doctype):
+	doctype_class = "class " + doctype.replace(" ", "")
+
+	return (
+		doctype_class
+		+ " {"
+		+ """
+  update_total() {
+    let total = 0
+    let total_qty = 0
+    let net_total = 0
+    let discount_applied = false
+
+    this.doc.products.forEach((d) => {
+      total += d.amount
+      net_total += d.net_amount
+      if (d.discount_percentage > 0) {
+        discount_applied = true
+      }
+    })
+
+    this.doc.total = total
+    this.doc.net_total = net_total || total
+
+    if (!net_total && discount_applied) {
+      this.doc.net_total = net_total
+    }
+  }
+}
+
+class CRMProducts {
+  products_add() {
+    let row = this.doc.getRow('products')
+    row.trigger('qty')
+    this.doc.trigger('update_total')
+  }
+
+  products_remove() {
+    this.doc.trigger('update_total')
+  }
+
+  async product_code(idx) {
+    let row = this.doc.getRow('products', idx)
+
+    let a = await call("frappe.client.get_value", {
+        doctype: "CRM Product",
+        filters: { name: row.product_code },
+        fieldname: ["product_name", "standard_rate"],
+    })
+
+    row.product_name = a.product_name
+    if (a.standard_rate && !row.rate) {
+        row.rate = a.standard_rate
+        row.trigger("rate")
+    }
+  }
+
+  qty(idx) {
+    let row = this.doc.getRow('products', idx)
+    row.amount = row.qty * row.rate
+    row.trigger('discount_percentage', idx)
+  }
+
+  rate() {
+    let row = this.doc.getRow('products')
+    row.amount = row.qty * row.rate
+    row.trigger('discount_percentage')
+  }
+
+  discount_percentage(idx) {
+    let row = this.doc.getRow('products', idx)
+    if (!row.discount_percentage) {
+      row.net_amount = row.amount
+      row.discount_amount = 0
+    }
+    if (row.discount_percentage && row.amount) {
+      row.discount_amount = (row.discount_percentage / 100) * row.amount
+      row.net_amount = row.amount - row.discount_amount
+    }
+    this.doc.trigger('update_total')
+  }
+}"""
+	)

crm/fcrm/doctype/erpnext_crm_settings/erpnext_crm_settings.py

@@ -264,7 +264,7 @@ def create_customer_in_remote_site(customer, erpnext_crm_settings):
 @frappe.whitelist()
 def get_crm_form_script():
 	return """
-async function setupForm({ doc, call, $dialog, updateField, createToast }) {
+async function setupForm({ doc, call, $dialog, updateField, toast }) {
 	let actions = [];
 	let is_erpnext_integration_enabled = await call("frappe.client.get_single_value", {doctype: "ERPNext CRM Settings", field: "enabled"});
 	if (!["Lost", "Won"].includes(doc?.status) && is_erpnext_integration_enabled) {

crm/fcrm/doctype/fcrm_note/fcrm_note.json

@@ -19,7 +19,8 @@
    "fieldtype": "Data",
    "in_list_view": 1,
    "in_standard_filter": 1,
-   "label": "Title"
+   "label": "Title",
+   "reqd": 1
   },
   {
    "fieldname": "content",
@@ -49,7 +50,7 @@
    "link_fieldname": "note"
   }
  ],
- "modified": "2024-01-19 21:56:30.123334",
+ "modified": "2025-04-01 15:30:14.742001",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "FCRM Note",

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/install.py

@@ -4,6 +4,8 @@ import click
 import frappe
 from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
 
+from crm.fcrm.doctype.crm_products.crm_products import create_product_details_script
+
 
 def before_install():
 	pass
@@ -19,6 +21,7 @@ def after_install(force=False):
 	add_default_industries()
 	add_default_lead_sources()
 	add_standard_dropdown_items()
+	add_default_scripts()
 	frappe.db.commit()
 
 
@@ -353,3 +356,8 @@ def add_standard_dropdown_items():
 		crm_settings.append("dropdown_items", item)
 
 	crm_settings.save()
+
+
+def add_default_scripts():
+	for doctype in ["CRM Lead", "CRM Deal"]:
+		create_product_details_script(doctype)

crm/integrations/api.py

@@ -110,12 +110,12 @@ def get_contact_by_phone_number(phone_number):
 	number = parse_phone_number(phone_number)
 
 	if number.get("is_valid"):
-		return get_contact(number.get("national_number"))
+		return get_contact(number.get("national_number"), number.get("country"))
 	else:
-		return get_contact(phone_number, exact_match=True)
+		return get_contact(phone_number, number.get("country"), exact_match=True)
 
 
-def get_contact(phone_number, exact_match=False):
+def get_contact(phone_number, country="IN", exact_match=False):
 	if not phone_number:
 		return {"mobile_no": phone_number}
 
@@ -149,11 +149,11 @@ def get_contact(phone_number, exact_match=False):
 				deal = frappe.db.get_value(
 					"CRM Contacts", {"contact": contact.name, "is_primary": 1}, "parent"
 				)
-				if are_same_phone_number(contact.mobile_no, phone_number, validate=not exact_match):
+				if are_same_phone_number(contact.mobile_no, phone_number, country, validate=not exact_match):
 					contact["deal"] = deal
 					return contact
 		# Else, return the first contact
-		if are_same_phone_number(contacts[0].mobile_no, phone_number, validate=not exact_match):
+		if are_same_phone_number(contacts[0].mobile_no, phone_number, country, validate=not exact_match):
 			return contacts[0]
 
 	# Else, Check if the number is associated with a lead
@@ -173,7 +173,7 @@ def get_contact(phone_number, exact_match=False):
 
 	if len(leads):
 		for lead in leads:
-			if are_same_phone_number(lead.mobile_no, phone_number, validate=not exact_match):
+			if are_same_phone_number(lead.mobile_no, phone_number, country, validate=not exact_match):
 				lead["lead"] = lead.name
 				lead["full_name"] = lead.lead_name
 				return lead

crm/patches.txt

@@ -11,4 +11,5 @@ crm.patches.v1_0.create_default_fields_layout #22/01/2025
 crm.patches.v1_0.create_default_sidebar_fields_layout
 crm.patches.v1_0.update_deal_quick_entry_layout
 crm.patches.v1_0.update_layouts_to_new_format
-crm.patches.v1_0.move_twilio_agent_to_telephony_agent
+crm.patches.v1_0.move_twilio_agent_to_telephony_agent
+crm.patches.v1_0.create_default_scripts

crm/patches/v1_0/create_default_scripts.py

@@ -0,0 +1,5 @@
+from crm.install import add_default_scripts
+
+
+def execute():
+	add_default_scripts()

crm/templates/emails/crm_invitation.html

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

crm/uninstall.py

@@ -1,12 +1,13 @@
 # Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
 # MIT License. See license.txt
-from __future__ import unicode_literals
 import click
 import frappe
 
+
 def before_uninstall():
 	delete_email_template_custom_fields()
 
+
 def delete_email_template_custom_fields():
 	if frappe.get_meta("Email Template").has_field("enabled"):
 		click.secho("* Uninstalling Custom Fields from Email Template")
@@ -19,4 +20,4 @@ def delete_email_template_custom_fields():
 		for fieldname in fieldnames:
 			frappe.db.delete("Custom Field", {"name": "Email Template-" + fieldname})
 
-		frappe.clear_cache(doctype="Email Template")
+		frappe.clear_cache(doctype="Email Template")

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 ""

frappe-ui

@@ -1 +1 @@
-Subproject commit 3423aa5b5c38d3a1b143ae8ab08cbde7360f9a7c
+Subproject commit 8b615c0e899d75b99c7d36ec6df97b5d0386b2ca

frontend/components.d.ts

@@ -8,6 +8,7 @@ export {}
 /* prettier-ignore */
 declare module 'vue' {
   export interface GlobalComponents {
+    AboutModal: typeof import('./src/components/Modals/AboutModal.vue')['default']
     Activities: typeof import('./src/components/Activities/Activities.vue')['default']
     ActivityHeader: typeof import('./src/components/Activities/ActivityHeader.vue')['default']
     ActivityIcon: typeof import('./src/components/Icons/ActivityIcon.vue')['default']
@@ -53,6 +54,7 @@ declare module 'vue' {
     ContactsListView: typeof import('./src/components/ListViews/ContactsListView.vue')['default']
     ConvertIcon: typeof import('./src/components/Icons/ConvertIcon.vue')['default']
     CountUpTimer: typeof import('./src/components/CountUpTimer.vue')['default']
+    CreateDocumentModal: typeof import('./src/components/Modals/CreateDocumentModal.vue')['default']
     CRMLogo: typeof import('./src/components/Icons/CRMLogo.vue')['default']
     CustomActions: typeof import('./src/components/CustomActions.vue')['default']
     DashboardIcon: typeof import('./src/components/Icons/DashboardIcon.vue')['default']
@@ -78,16 +80,23 @@ declare module 'vue' {
     EditIcon: typeof import('./src/components/Icons/EditIcon.vue')['default']
     EditValueModal: typeof import('./src/components/Modals/EditValueModal.vue')['default']
     Email2Icon: typeof import('./src/components/Icons/Email2Icon.vue')['default']
+    EmailAccountCard: typeof import('./src/components/Settings/EmailAccountCard.vue')['default']
+    EmailAccountList: typeof import('./src/components/Settings/EmailAccountList.vue')['default']
+    EmailAdd: typeof import('./src/components/Settings/EmailAdd.vue')['default']
     EmailArea: typeof import('./src/components/Activities/EmailArea.vue')['default']
     EmailAtIcon: typeof import('./src/components/Icons/EmailAtIcon.vue')['default']
+    EmailConfig: typeof import('./src/components/Settings/EmailConfig.vue')['default']
     EmailContent: typeof import('./src/components/Activities/EmailContent.vue')['default']
+    EmailEdit: typeof import('./src/components/Settings/EmailEdit.vue')['default']
     EmailEditor: typeof import('./src/components/EmailEditor.vue')['default']
     EmailIcon: typeof import('./src/components/Icons/EmailIcon.vue')['default']
+    EmailProviderIcon: typeof import('./src/components/Settings/EmailProviderIcon.vue')['default']
     EmailTemplateModal: typeof import('./src/components/Modals/EmailTemplateModal.vue')['default']
     EmailTemplateSelectorModal: typeof import('./src/components/Modals/EmailTemplateSelectorModal.vue')['default']
     EmailTemplatesListView: typeof import('./src/components/ListViews/EmailTemplatesListView.vue')['default']
     ERPNextIcon: typeof import('./src/components/Icons/ERPNextIcon.vue')['default']
     ERPNextSettings: typeof import('./src/components/Settings/ERPNextSettings.vue')['default']
+    ErrorPage: typeof import('./src/components/ErrorPage.vue')['default']
     ExotelCallUI: typeof import('./src/components/Telephony/ExotelCallUI.vue')['default']
     ExportIcon: typeof import('./src/components/Icons/ExportIcon.vue')['default']
     ExternalLinkIcon: typeof import('./src/components/Icons/ExternalLinkIcon.vue')['default']
@@ -106,9 +115,11 @@ declare module 'vue' {
     FileVideoIcon: typeof import('./src/components/Icons/FileVideoIcon.vue')['default']
     Filter: typeof import('./src/components/Filter.vue')['default']
     FilterIcon: typeof import('./src/components/Icons/FilterIcon.vue')['default']
+    FormattedInput: typeof import('./src/components/Controls/FormattedInput.vue')['default']
     FrappeCloudIcon: typeof import('./src/components/Icons/FrappeCloudIcon.vue')['default']
     GenderIcon: typeof import('./src/components/Icons/GenderIcon.vue')['default']
     GeneralSettings: typeof import('./src/components/Settings/GeneralSettings.vue')['default']
+    GlobalModals: typeof import('./src/components/Modals/GlobalModals.vue')['default']
     GoogleIcon: typeof import('./src/components/Icons/GoogleIcon.vue')['default']
     Grid: typeof import('./src/components/Controls/Grid.vue')['default']
     GridFieldsEditorModal: typeof import('./src/components/Controls/GridFieldsEditorModal.vue')['default']
@@ -140,6 +151,10 @@ declare module 'vue' {
     ListIcon: typeof import('./src/components/Icons/ListIcon.vue')['default']
     ListRows: typeof import('./src/components/ListViews/ListRows.vue')['default']
     LoadingIndicator: typeof import('./src/components/Icons/LoadingIndicator.vue')['default']
+    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']
@@ -149,6 +164,7 @@ declare module 'vue' {
     MobileLayout: typeof import('./src/components/Layouts/MobileLayout.vue')['default']
     MobileSidebar: typeof import('./src/components/Mobile/MobileSidebar.vue')['default']
     MoneyIcon: typeof import('./src/components/Icons/MoneyIcon.vue')['default']
+    MultiActionButton: typeof import('./src/components/MultiActionButton.vue')['default']
     MultipleAvatar: typeof import('./src/components/MultipleAvatar.vue')['default']
     MultiSelectEmailInput: typeof import('./src/components/Controls/MultiSelectEmailInput.vue')['default']
     MuteIcon: typeof import('./src/components/Icons/MuteIcon.vue')['default']
@@ -162,6 +178,7 @@ declare module 'vue' {
     OrganizationsIcon: typeof import('./src/components/Icons/OrganizationsIcon.vue')['default']
     OrganizationsListView: typeof import('./src/components/ListViews/OrganizationsListView.vue')['default']
     OutboundCallIcon: typeof import('./src/components/Icons/OutboundCallIcon.vue')['default']
+    Password: typeof import('./src/components/Controls/Password.vue')['default']
     PauseIcon: typeof import('./src/components/Icons/PauseIcon.vue')['default']
     PhoneIcon: typeof import('./src/components/Icons/PhoneIcon.vue')['default']
     PinIcon: typeof import('./src/components/Icons/PinIcon.vue')['default']
@@ -196,6 +213,7 @@ declare module 'vue' {
     SmileIcon: typeof import('./src/components/Icons/SmileIcon.vue')['default']
     SortBy: typeof import('./src/components/SortBy.vue')['default']
     SortIcon: typeof import('./src/components/Icons/SortIcon.vue')['default']
+    SquareAsterisk: typeof import('./src/components/Icons/SquareAsterisk.vue')['default']
     StepsIcon: typeof import('./src/components/Icons/StepsIcon.vue')['default']
     SuccessIcon: typeof import('./src/components/Icons/SuccessIcon.vue')['default']
     TableMultiselectInput: typeof import('./src/components/Controls/TableMultiselectInput.vue')['default']
@@ -206,6 +224,7 @@ declare module 'vue' {
     TaskPriorityIcon: typeof import('./src/components/Icons/TaskPriorityIcon.vue')['default']
     TasksListView: typeof import('./src/components/ListViews/TasksListView.vue')['default']
     TaskStatusIcon: typeof import('./src/components/Icons/TaskStatusIcon.vue')['default']
+    TelegramIcon: typeof import('./src/components/Icons/TelegramIcon.vue')['default']
     TelephonySettings: typeof import('./src/components/Settings/TelephonySettings.vue')['default']
     TerritoryIcon: typeof import('./src/components/Icons/TerritoryIcon.vue')['default']
     TwilioCallUI: typeof import('./src/components/Telephony/TwilioCallUI.vue')['default']

frontend/package.json

@@ -2,6 +2,7 @@
   "name": "crm-ui",
   "private": true,
   "version": "0.0.0",
+  "type": "module",
   "scripts": {
     "dev": "vite",
     "build": "vite build --base=/assets/crm/frontend/ && yarn copy-html-entry",
@@ -9,9 +10,10 @@
     "serve": "vite preview"
   },
   "dependencies": {
+    "@tiptap/extension-paragraph": "^2.12.0",
     "@twilio/voice-sdk": "^2.10.2",
     "@vueuse/integrations": "^10.3.0",
-    "frappe-ui": "^0.1.121",
+    "frappe-ui": "^0.1.145",
     "gemoji": "^8.1.0",
     "lodash": "^4.17.21",
     "mime": "^4.0.1",

frontend/postcss.config.js

@@ -1,4 +1,4 @@
-module.exports = {
+export default {
   plugins: {
     tailwindcss: {},
     autoprefixer: {},

frontend/src/App.vue

@@ -1,16 +1,17 @@
 <template>
-  <Layout v-if="session().isLoggedIn">
-    <router-view />
-  </Layout>
-  <Dialogs />
-  <Toasts />
+  <FrappeUIProvider>
+    <Layout v-if="session().isLoggedIn">
+      <router-view />
+    </Layout>
+    <Dialogs />
+  </FrappeUIProvider>
 </template>
 
 <script setup>
 import { Dialogs } from '@/utils/dialogs'
 import { sessionStore as session } from '@/stores/session'
 import { setTheme } from '@/stores/theme'
-import { Toasts, setConfig } from 'frappe-ui'
+import { FrappeUIProvider, setConfig } from 'frappe-ui'
 import { computed, defineAsyncComponent, onMounted } from 'vue'
 
 const MobileLayout = defineAsyncComponent(

frontend/src/components/Activities/Activities.vue

@@ -373,11 +373,7 @@
     >
       <component :is="emptyTextIcon" class="h-10 w-10" />
       <span>{{ __(emptyText) }}</span>
-      <Button
-        v-if="title == 'Calls'"
-        :label="__('Make a Call')"
-        @click="makeCall(doc.data.mobile_no)"
-      />
+      <MultiActionButton v-if="title == 'Calls'" :options="callActions" />
       <Button
         v-else-if="title == 'Notes'"
         :label="__('Create Note')"
@@ -470,6 +466,7 @@ import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
 import WhatsAppArea from '@/components/Activities/WhatsAppArea.vue'
 import WhatsAppBox from '@/components/Activities/WhatsAppBox.vue'
 import LoadingIndicator from '@/components/Icons/LoadingIndicator.vue'
+import MultiActionButton from '@/components/MultiActionButton.vue'
 import LeadsIcon from '@/components/Icons/LeadsIcon.vue'
 import DealsIcon from '@/components/Icons/DealsIcon.vue'
 import DotIcon from '@/components/Icons/DotIcon.vue'
@@ -487,7 +484,7 @@ import FilesUploader from '@/components/FilesUploader/FilesUploader.vue'
 import { timeAgo, formatDate, startCase } from '@/utils'
 import { globalStore } from '@/stores/global'
 import { usersStore } from '@/stores/users'
-import { whatsappEnabled } from '@/composables/settings'
+import { whatsappEnabled, callEnabled } from '@/composables/settings'
 import { capture } from '@/telemetry'
 import { Button, Tooltip, createResource } from 'frappe-ui'
 import { useElementVisibility } from '@vueuse/core'
@@ -785,5 +782,23 @@ function scroll(hash) {
   }, 500)
 }
 
+const callActions = computed(() => {
+  let actions = [
+    {
+      label: __('Create Call Log'),
+      onClick: () => modalRef.value.createCallLog(),
+    },
+    {
+      label: __('Make a Call'),
+      onClick: () => makeCall(doc.data.mobile_no),
+      condition: () => callEnabled.value,
+    },
+  ]
+
+  return actions.filter((action) =>
+    action.condition ? action.condition() : true,
+  )
+})
+
 defineExpose({ emailBox, all_activities })
 </script>

frontend/src/components/Activities/ActivityHeader.vue

@@ -26,16 +26,11 @@
       </template>
       <span>{{ __('New Comment') }}</span>
     </Button>
-    <Button
+    <MultiActionButton
       v-else-if="title == 'Calls'"
       variant="solid"
-      @click="makeCall(doc.data.mobile_no)"
-    >
-      <template #prefix>
-        <PhoneIcon class="h-4 w-4" />
-      </template>
-      <span>{{ __('Make a Call') }}</span>
-    </Button>
+      :options="callActions"
+    />
     <Button
       v-else-if="title == 'Notes'"
       variant="solid"
@@ -97,6 +92,7 @@
   </div>
 </template>
 <script setup>
+import MultiActionButton from '@/components/MultiActionButton.vue'
 import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import CommentIcon from '@/components/Icons/CommentIcon.vue'
 import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
@@ -136,6 +132,11 @@ const defaultActions = computed(() => {
       label: __('New Comment'),
       onClick: () => (props.emailBox.showComment = true),
     },
+    {
+      icon: h(PhoneIcon, { class: 'h-4 w-4' }),
+      label: __('Create Call Log'),
+      onClick: () => props.modalRef.createCallLog(),
+    },
     {
       icon: h(PhoneIcon, { class: 'h-4 w-4' }),
       label: __('Make a Call'),
@@ -172,4 +173,24 @@ const defaultActions = computed(() => {
 function getTabIndex(name) {
   return props.tabs.findIndex((tab) => tab.name === name)
 }
+
+const callActions = computed(() => {
+  let actions = [
+    {
+      label: __('Create Call Log'),
+      icon: 'plus',
+      onClick: () => props.modalRef.createCallLog(),
+    },
+    {
+      label: __('Make a Call'),
+      icon: h(PhoneIcon, { class: 'h-4 w-4' }),
+      onClick: () => makeCall(props.doc.data.mobile_no),
+      condition: () => callEnabled.value,
+    },
+  ]
+
+  return actions.filter((action) =>
+    action.condition ? action.condition() : true,
+  )
+})
 </script>

frontend/src/components/Activities/AllModals.vue

@@ -15,10 +15,16 @@
     :doc="doc.data?.name"
     @after="redirect('notes')"
   />
+  <CallLogModal
+    v-model="showCallLogModal"
+    v-model:callLog="callLog"
+    :options="{ afterInsert: () => activities.reload() }"
+  />
 </template>
 <script setup>
 import TaskModal from '@/components/Modals/TaskModal.vue'
 import NoteModal from '@/components/Modals/NoteModal.vue'
+import CallLogModal from '@/components/Modals/CallLogModal.vue'
 import { call } from 'frappe-ui'
 import { ref } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
@@ -77,6 +83,22 @@ function showNote(n) {
   showNoteModal.value = true
 }
 
+// Call Logs
+const showCallLogModal = ref(false)
+const callLog = ref({})
+
+function createCallLog() {
+  let doctype = props.doctype
+  let docname = props.doc.data?.name
+  callLog.value = {
+    data: {
+      reference_doctype: doctype,
+      reference_docname: docname,
+    },
+  }
+  showCallLogModal.value = true
+}
+
 // common
 const route = useRoute()
 const router = useRouter()
@@ -95,5 +117,6 @@ defineExpose({
   deleteTask,
   updateTaskStatus,
   showNote,
+  createCallLog,
 })
 </script>

frontend/src/components/Activities/DataFields.vue

@@ -5,7 +5,7 @@
     <div class="flex h-8 items-center text-xl font-semibold text-ink-gray-8">
       {{ __('Data') }}
       <Badge
-        v-if="data.isDirty"
+        v-if="document.isDirty"
         class="ml-3"
         :label="'Not Saved'"
         theme="orange"
@@ -20,15 +20,15 @@
       </Button>
       <Button
         label="Save"
-        :disabled="!data.isDirty"
+        :disabled="!document.isDirty"
         variant="solid"
-        :loading="data.save.loading"
+        :loading="document.save.loading"
         @click="saveChanges"
       />
     </div>
   </div>
   <div
-    v-if="data.get.loading"
+    v-if="document.get.loading"
     class="flex flex-1 flex-col items-center justify-center gap-3 text-xl font-medium text-gray-500"
   >
     <LoadingIndicator class="h-6 w-6" />
@@ -38,7 +38,7 @@
     <FieldLayout
       v-if="tabs.data"
       :tabs="tabs.data"
-      :data="data.doc"
+      :data="document.doc"
       :doctype="doctype"
     />
   </div>
@@ -49,7 +49,7 @@
     @reload="
       () => {
         tabs.reload()
-        data.reload()
+        document.reload()
       }
     "
   />
@@ -59,12 +59,12 @@
 import EditIcon from '@/components/Icons/EditIcon.vue'
 import DataFieldsModal from '@/components/Modals/DataFieldsModal.vue'
 import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
-import { Badge, createResource, createDocumentResource } from 'frappe-ui'
+import { Badge, createResource } from 'frappe-ui'
 import LoadingIndicator from '@/components/Icons/LoadingIndicator.vue'
-import { createToast } from '@/utils'
 import { usersStore } from '@/stores/users'
+import { useDocument } from '@/data/document'
 import { isMobileView } from '@/composables/settings'
-import { ref } from 'vue'
+import { ref, watch } from 'vue'
 
 const props = defineProps({
   doctype: {
@@ -76,33 +76,11 @@ const props = defineProps({
     required: true,
   },
 })
-
 const { isManager } = usersStore()
 
 const showDataFieldsModal = ref(false)
 
-const data = createDocumentResource({
-  doctype: props.doctype,
-  name: props.docname,
-  setValue: {
-    onSuccess: () => {
-      data.reload()
-      createToast({
-        title: 'Data Updated',
-        icon: 'check',
-        iconClasses: 'text-ink-green-3',
-      })
-    },
-    onError: (err) => {
-      createToast({
-        title: 'Error',
-        text: err.messages[0],
-        icon: 'x',
-        iconClasses: 'text-red-600',
-      })
-    },
-  },
-})
+const { document } = useDocument(props.doctype, props.docname)
 
 const tabs = createResource({
   url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
@@ -112,6 +90,22 @@ const tabs = createResource({
 })
 
 function saveChanges() {
-  data.save.submit()
+  document.save.submit()
 }
+
+watch(
+  () => document.doc,
+  (newValue, oldValue) => {
+    if (!oldValue) return
+    if (newValue && oldValue) {
+      const isDirty =
+        JSON.stringify(newValue) !== JSON.stringify(document.originalDoc)
+      document.isDirty = isDirty
+      if (isDirty) {
+        document.save.loading = false
+      }
+    }
+  },
+  { deep: true },
+)
 </script>

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/FormattedInput.vue

@@ -0,0 +1,58 @@
+<template>
+  <TextInput
+    ref="inputRef"
+    :value="displayValue"
+    @focus="handleFocus"
+    @blur="isFocused = false"
+    v-bind="$attrs"
+  />
+  <slot name="description">
+    <p v-if="attrs.description" class="mt-1.5" :class="descriptionClasses">
+      {{ attrs.description }}
+    </p>
+  </slot>
+</template>
+<script setup>
+import { TextInput } from 'frappe-ui'
+import { ref, computed, nextTick, useAttrs } from 'vue'
+
+const props = defineProps({
+  value: {
+    type: [String, Number],
+    default: '',
+  },
+  formattedValue: {
+    type: [String, Number],
+    default: '',
+  },
+})
+
+const attrs = useAttrs()
+
+const isFocused = ref(false)
+const inputRef = ref(null)
+
+function handleFocus() {
+  isFocused.value = true
+
+  nextTick(() => {
+    if (inputRef.value) {
+      inputRef.value.el?.select()
+    }
+  })
+}
+
+const displayValue = computed(() => {
+  return isFocused.value ? props.value : props.formattedValue || props.value
+})
+
+const descriptionClasses = computed(() => {
+  return [
+    {
+      sm: 'text-xs',
+      md: 'text-base',
+    }[attrs.size || 'sm'],
+    'text-ink-gray-5',
+  ]
+})
+</script>

frontend/src/components/Controls/Grid.vue

@@ -33,10 +33,23 @@
           <div
             v-for="field in fields"
             class="border-r border-outline-gray-2 p-2 truncate"
+            :class="
+              ['Int', 'Float', 'Currency', 'Percent'].includes(field.fieldtype)
+                ? 'text-right'
+                : ''
+            "
             :key="field.fieldname"
             :title="field.label"
           >
             {{ __(field.label) }}
+            <span
+              v-if="
+                field.reqd ||
+                (field.mandatory_depends_on && field.mandatory_via_depends_on)
+              "
+              class="text-ink-red-2"
+              >*</span
+            >
           </div>
         </div>
         <div class="w-12">
@@ -93,18 +106,37 @@
                   :key="field.fieldname"
                 >
                   <FormControl
-                    v-if="field.read_only && field.fieldtype !== 'Check'"
+                    v-if="
+                      field.read_only &&
+                      ![
+                        'Int',
+                        'Float',
+                        'Currency',
+                        'Percent',
+                        'Check',
+                      ].includes(field.fieldtype)
+                    "
                     type="text"
                     :placeholder="field.placeholder"
                     v-model="row[field.fieldname]"
                     :disabled="true"
                   />
                   <Link
-                    v-else-if="field.fieldtype === 'Link'"
+                    v-else-if="
+                      ['Link', 'Dynamic Link'].includes(field.fieldtype)
+                    "
                     class="text-sm text-ink-gray-8"
-                    v-model="row[field.fieldname]"
-                    :doctype="field.options"
+                    :value="row[field.fieldname]"
+                    :doctype="
+                      field.fieldtype == 'Link'
+                        ? field.options
+                        : row[field.options]
+                    "
                     :filters="field.filters"
+                    @change="(v) => fieldChange(v, field, row)"
+                    :onCreate="
+                      (value, close) => field.create(v, field, row, close)
+                    "
                   />
                   <Link
                     v-else-if="field.fieldtype === 'User'"
@@ -112,7 +144,7 @@
                     :value="getUser(row[field.fieldname]).full_name"
                     :doctype="field.options"
                     :filters="field.filters"
-                    @change="(v) => (row[field.fieldname] = v)"
+                    @change="(v) => fieldChange(v, field, row)"
                     :placeholder="field.placeholder"
                     :hideMe="true"
                   >
@@ -142,23 +174,26 @@
                       class="cursor-pointer duration-300"
                       v-model="row[field.fieldname]"
                       :disabled="!gridSettings.editable_grid"
+                      @change="(e) => fieldChange(e.target.checked, field, row)"
                     />
                   </div>
                   <DatePicker
                     v-else-if="field.fieldtype === 'Date'"
-                    v-model="row[field.fieldname]"
+                    :value="row[field.fieldname]"
                     icon-left=""
                     variant="outline"
                     :formatter="(date) => getFormat(date, '', true)"
                     input-class="border-none text-sm text-ink-gray-8"
+                    @change="(v) => fieldChange(v, field, row)"
                   />
                   <DateTimePicker
                     v-else-if="field.fieldtype === 'Datetime'"
-                    v-model="row[field.fieldname]"
+                    :value="row[field.fieldname]"
                     icon-left=""
                     variant="outline"
                     :formatter="(date) => getFormat(date, '', true, true)"
                     input-class="border-none text-sm text-ink-gray-8"
+                    @change="(v) => fieldChange(v, field, row)"
                   />
                   <FormControl
                     v-else-if="
@@ -169,13 +204,8 @@
                     rows="1"
                     type="textarea"
                     variant="outline"
-                    v-model="row[field.fieldname]"
-                  />
-                  <FormControl
-                    v-else-if="['Int'].includes(field.fieldtype)"
-                    type="number"
-                    variant="outline"
-                    v-model="row[field.fieldname]"
+                    :value="row[field.fieldname]"
+                    @change="fieldChange($event.target.value, field, row)"
                   />
                   <FormControl
                     v-else-if="field.fieldtype === 'Select'"
@@ -184,6 +214,55 @@
                     variant="outline"
                     v-model="row[field.fieldname]"
                     :options="field.options"
+                    @change="(e) => fieldChange(e.target.value, field, row)"
+                  />
+                  <Password
+                    v-else-if="field.fieldtype === 'Password'"
+                    variant="outline"
+                    :value="row[field.fieldname]"
+                    :disabled="Boolean(field.read_only)"
+                    @change="fieldChange($event.target.value, field, row)"
+                  />
+                  <FormattedInput
+                    v-else-if="field.fieldtype === 'Int'"
+                    class="[&_input]:text-right"
+                    type="text"
+                    variant="outline"
+                    :value="row[field.fieldname] || '0'"
+                    :disabled="Boolean(field.read_only)"
+                    @change="fieldChange($event.target.value, field, row)"
+                  />
+                  <FormattedInput
+                    v-else-if="field.fieldtype === 'Percent'"
+                    class="[&_input]:text-right"
+                    type="text"
+                    variant="outline"
+                    :value="getFloatWithPrecision(field.fieldname, row)"
+                    :formattedValue="(row[field.fieldname] || '0') + '%'"
+                    :disabled="Boolean(field.read_only)"
+                    @change="fieldChange(flt($event.target.value), field, row)"
+                  />
+                  <FormattedInput
+                    v-else-if="field.fieldtype === 'Float'"
+                    class="[&_input]:text-right"
+                    type="text"
+                    variant="outline"
+                    :value="getFloatWithPrecision(field.fieldname, row)"
+                    :formattedValue="row[field.fieldname]"
+                    :disabled="Boolean(field.read_only)"
+                    @change="fieldChange(flt($event.target.value), field, row)"
+                  />
+                  <FormattedInput
+                    v-else-if="field.fieldtype === 'Currency'"
+                    class="[&_input]:text-right"
+                    type="text"
+                    variant="outline"
+                    :value="getCurrencyWithPrecision(field.fieldname, row)"
+                    :formattedValue="
+                      getFormattedCurrency(field.fieldname, row, parentDoc)
+                    "
+                    :disabled="Boolean(field.read_only)"
+                    @change="fieldChange(flt($event.target.value), field, row)"
                   />
                   <FormControl
                     v-else
@@ -192,6 +271,7 @@
                     variant="outline"
                     v-model="row[field.fieldname]"
                     :options="field.options"
+                    @change="fieldChange($event.target.value, field, row)"
                   />
                 </div>
               </div>
@@ -252,6 +332,8 @@
 </template>
 
 <script setup>
+import Password from '@/components/Controls/Password.vue'
+import FormattedInput from '@/components/Controls/FormattedInput.vue'
 import GridFieldsEditorModal from '@/components/Controls/GridFieldsEditorModal.vue'
 import GridRowFieldsModal from '@/components/Controls/GridRowFieldsModal.vue'
 import GridRowModal from '@/components/Controls/GridRowModal.vue'
@@ -259,8 +341,10 @@ import EditIcon from '@/components/Icons/EditIcon.vue'
 import Link from '@/components/Controls/Link.vue'
 import UserAvatar from '@/components/UserAvatar.vue'
 import { getRandom, getFormat, isTouchScreenDevice } from '@/utils'
+import { flt } from '@/utils/numberFormat.js'
 import { usersStore } from '@/stores/users'
 import { getMeta } from '@/stores/meta'
+import { createDocument } from '@/composables/document'
 import {
   FeatherIcon,
   FormControl,
@@ -268,9 +352,10 @@ import {
   DateTimePicker,
   DatePicker,
   Tooltip,
+  dayjs,
 } from 'frappe-ui'
 import Draggable from 'vuedraggable'
-import { ref, reactive, computed } from 'vue'
+import { ref, reactive, computed, inject, provide } from 'vue'
 
 const props = defineProps({
   label: {
@@ -285,15 +370,32 @@ const props = defineProps({
     type: String,
     required: true,
   },
+  parentFieldname: {
+    type: String,
+    required: true,
+  },
 })
 
-const { getGridViewSettings, getFields, getGridSettings } = getMeta(
-  props.doctype,
-)
+const triggerOnChange = inject('triggerOnChange')
+const triggerOnRowAdd = inject('triggerOnRowAdd')
+const triggerOnRowRemove = inject('triggerOnRowRemove')
+
+const {
+  getGridViewSettings,
+  getFields,
+  getFloatWithPrecision,
+  getCurrencyWithPrecision,
+  getFormattedCurrency,
+  getGridSettings,
+} = getMeta(props.doctype)
 getMeta(props.parentDoctype)
 const { getUser } = usersStore()
 
 const rows = defineModel()
+const parentDoc = defineModel('parent')
+
+provide('parentDoc', parentDoc)
+
 const showRowList = ref(new Array(rows.value?.length || []).fill(false))
 const selectedRows = reactive(new Set())
 
@@ -316,7 +418,22 @@ const fields = computed(() => {
   )
 })
 
+const allFields = computed(() => {
+  return getFields()?.map((f) => getFieldObj(f)) || []
+})
+
 function getFieldObj(field) {
+  if (field.fieldtype === 'Link' && field.options !== 'User') {
+    if (!field.create) {
+      field.create = (value, field, row, close) => {
+        const callback = (d) => {
+          if (d) fieldChange(d.name, field, row)
+        }
+        createDocument(field.options, value, close, callback)
+      }
+    }
+  }
+
   return {
     ...field,
     filters: field.link_filters && JSON.parse(field.link_filters),
@@ -361,21 +478,71 @@ const toggleSelectRow = (row) => {
 
 const addRow = () => {
   const newRow = {}
-  fields.value?.forEach((field) => {
-    if (field.fieldtype === 'Check') newRow[field.fieldname] = false
-    else newRow[field.fieldname] = ''
+  allFields.value?.forEach((field) => {
+    if (field.fieldtype === 'Check') {
+      newRow[field.fieldname] = false
+    } else {
+      newRow[field.fieldname] = ''
+    }
+
+    if (field.default) {
+      newRow[field.fieldname] = getDefaultValue(field.default, field.fieldtype)
+    }
   })
   newRow.name = getRandom(10)
   showRowList.value.push(false)
   newRow['__islocal'] = true
+  newRow['idx'] = rows.value.length + 1
+  newRow['doctype'] = props.doctype
+  newRow['parentfield'] = props.parentFieldname
+  newRow['parenttype'] = props.parentDoctype
   rows.value.push(newRow)
+  triggerOnRowAdd(newRow)
 }
 
 const deleteRows = () => {
   rows.value = rows.value.filter((row) => !selectedRows.has(row.name))
+  triggerOnRowRemove(selectedRows, rows.value)
+
   showRowList.value.pop()
   selectedRows.clear()
 }
+
+function fieldChange(value, field, row) {
+  row[field.fieldname] = value
+  triggerOnChange(field.fieldname, row)
+}
+
+function getDefaultValue(defaultValue, fieldtype) {
+  if (['Float', 'Currency', 'Percent'].includes(fieldtype)) {
+    return flt(defaultValue)
+  } else if (fieldtype === 'Check') {
+    if (['1', 'true', 'True'].includes(defaultValue)) {
+      return true
+    } else if (['0', 'false', 'False'].includes(defaultValue)) {
+      return false
+    }
+  } else if (fieldtype === 'Int') {
+    return parseInt(defaultValue)
+  } else if (defaultValue === 'Today' && fieldtype === 'Date') {
+    return dayjs().format('YYYY-MM-DD')
+  } else if (
+    ['Now', 'now'].includes(defaultValue) &&
+    fieldtype === 'Datetime'
+  ) {
+    return dayjs().format('YYYY-MM-DD HH:mm:ss')
+  } else if (['Now', 'now'].includes(defaultValue) && fieldtype === 'Time') {
+    return dayjs().format('HH:mm:ss')
+  } else if (fieldtype === 'Date') {
+    return dayjs(defaultValue).format('YYYY-MM-DD')
+  } else if (fieldtype === 'Datetime') {
+    return dayjs(defaultValue).format('YYYY-MM-DD HH:mm:ss')
+  } else if (fieldtype === 'Time') {
+    return dayjs(defaultValue).format('HH:mm:ss')
+  }
+
+  return defaultValue
+}
 </script>
 
 <style scoped>

frontend/src/components/Controls/GridFieldsEditorModal.vue

@@ -139,9 +139,14 @@ const oldFields = computed(() => {
 const fields = ref(JSON.parse(JSON.stringify(oldFields.value || [])))
 
 const dropdownFields = computed(() => {
-  return getFields()?.filter(
-    (field) => !fields.value.find((f) => f.fieldname === field.fieldname),
-  )
+  return getFields()?.filter((field) => {
+    return (
+      !fields.value.find((f) => f.fieldname === field.fieldname) &&
+      !['Tab Break', 'Section Break', 'Column Break', 'Table'].includes(
+        field.fieldtype,
+      )
+    )
+  })
 })
 
 function reset() {

frontend/src/components/Controls/GridRowModal.vue

@@ -23,7 +23,13 @@
           </div>
         </div>
         <div>
-          <FieldLayout v-if="tabs.data" :tabs="tabs.data" :data="data" />
+          <FieldLayout
+            v-if="tabs.data"
+            :tabs="tabs.data"
+            :data="data"
+            :doctype="doctype"
+            :isGridRow="true"
+          />
         </div>
       </div>
     </template>

frontend/src/components/Controls/Link.vue

@@ -159,6 +159,7 @@ const options = createResource({
 })
 
 function reload(val) {
+  if (!props.doctype) return
   if (
     options.data?.length &&
     val === options.params?.txt &&

frontend/src/components/Controls/MultiSelectEmailInput.vue

@@ -58,6 +58,21 @@
                     class="p-1.5 max-h-[12rem] overflow-y-auto"
                     static
                   >
+                    <div
+                      v-if="!options.length"
+                      class="flex gap-2 rounded px-2 py-1 text-base text-ink-gray-5"
+                    >
+                      <FeatherIcon
+                        v-if="fetchContacts"
+                        name="search"
+                        class="h-4"
+                      />
+                      {{
+                        fetchContacts
+                          ? __('No results found')
+                          : __('Type an email address to add')
+                      }}
+                    </div>
                     <ComboboxOption
                       v-for="option in options"
                       :key="option.value"
@@ -137,6 +152,10 @@ const props = defineProps({
     type: Function,
     default: (value) => `${value} is an Invalid value`,
   },
+  fetchContacts: {
+    type: Boolean,
+    default: true,
+  },
 })
 
 const values = defineModel()
@@ -191,17 +210,19 @@ const filterOptions = createResource({
 })
 
 const options = computed(() => {
-  let searchedContacts = filterOptions.data || []
-  if (!searchedContacts.length && query.value) {
+  let searchedContacts = props.fetchContacts ? filterOptions.data : []
+  if (!searchedContacts?.length && query.value) {
     searchedContacts.push({
       label: query.value,
       value: query.value,
     })
   }
-  return searchedContacts
+  return searchedContacts || []
 })
 
 function reload(val) {
+  if (!props.fetchContacts) return
+
   filterOptions.update({
     params: { txt: val },
   })

frontend/src/components/Controls/Password.vue

@@ -0,0 +1,32 @@
+<template>
+  <FormControl
+    :type="show ? 'text' : 'password'"
+    :value="modelValue || value"
+    v-bind="$attrs"
+  >
+    <template #suffix>
+      <Button v-show="showEye" class="!h-4" @click="show = !show">
+        <FeatherIcon :name="show ? 'eye-off' : 'eye'" class="h-3" />
+      </Button>
+    </template>
+  </FormControl>
+</template>
+<script setup>
+import { FormControl } from 'frappe-ui'
+import { ref, computed } from 'vue'
+const props = defineProps({
+  modelValue: {
+    type: [String, Number],
+    default: '',
+  },
+  value: {
+    type: [String, Number],
+    default: '',
+  },
+})
+const show = ref(false)
+const showEye = computed(() => {
+  let v = props.modelValue || props.value
+  return !v?.includes('*')
+})
+</script>

frontend/src/components/Controls/TableMultiselectInput.vue

@@ -60,9 +60,14 @@ const props = defineProps({
   },
 })
 
+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)
@@ -109,14 +114,16 @@ const addValue = (value) => {
 
   if (value) {
     values.value.push({ [linkField.value.fieldname]: value })
+    emit('change', values.value)
     !error.value && (query.value = '')
   }
 }
 
 const removeValue = (value) => {
-  values.value = values.value.filter(
+  let _value = values.value.filter(
     (row) => row[linkField.value.fieldname] !== value,
   )
+  emit('change', _value)
 }
 
 const removeLastValue = () => {
@@ -125,12 +132,11 @@ const removeLastValue = () => {
   let valueRef = valuesRef.value[valuesRef.value.length - 1]?.$el
   if (document.activeElement === valueRef) {
     values.value.pop()
+    emit('change', values.value)
     nextTick(() => {
       if (values.value.length) {
         valueRef = valuesRef.value[valuesRef.value.length - 1].$el
         valueRef?.focus()
-      } else {
-        setFocus()
       }
     })
   } else {

frontend/src/components/CustomActions.vue

@@ -37,8 +37,8 @@ import { isMobileView } from '@/composables/settings'
 
 const props = defineProps({
   actions: {
-    type: Object,
-    required: true,
+    type: [Object, Array, undefined],
+    default: () => [],
   },
 })
 
@@ -85,7 +85,7 @@ const groupedActions = computed(() => {
     })
   }
   _actions = _actions.concat(
-    props.actions.filter((action) => action.group && !action.buttonLabel)
+    props.actions.filter((action) => action.group && !action.buttonLabel),
   )
   return _actions
 })

frontend/src/components/ErrorPage.vue

@@ -0,0 +1,24 @@
+<template>
+  <div
+    class="grid h-full place-items-center px-4 py-20 text-center text-lg text-ink-gray-5"
+  >
+    <div class="flex flex-col justify-between items-center gap-3">
+      <FeatherIcon name="x-octagon" class="h-12 w-12 text-ink-red-3" />
+      <div class="text-2xl font-semibold">{{ errorTitle }}</div>
+      <div v-html="errorMessage" />
+    </div>
+  </div>
+</template>
+
+<script setup>
+const props = defineProps({
+  errorTitle: {
+    type: String,
+    required: true,
+  },
+  errorMessage: {
+    type: String,
+    required: true,
+  },
+})
+</script>

frontend/src/components/FieldLayout/Field.vue

@@ -7,22 +7,30 @@
           field.reqd ||
           (field.mandatory_depends_on && field.mandatory_via_depends_on)
         "
-        class="text-ink-red-3"
+        class="text-ink-red-2"
         >*</span
       >
     </div>
     <FormControl
-      v-if="field.read_only && field.fieldtype !== 'Check'"
+      v-if="
+        field.read_only &&
+        !['Int', 'Float', 'Currency', 'Percent', 'Check'].includes(
+          field.fieldtype,
+        )
+      "
       type="text"
       :placeholder="getPlaceholder(field)"
       v-model="data[field.fieldname]"
       :disabled="true"
+      :description="field.description"
     />
     <Grid
       v-else-if="field.fieldtype === 'Table'"
       v-model="data[field.fieldname]"
+      v-model:parent="data"
       :doctype="field.options"
       :parentDoctype="doctype"
+      :parentFieldname="field.fieldname"
     />
     <FormControl
       v-else-if="field.fieldtype === 'Select'"
@@ -31,7 +39,9 @@
       :class="field.prefix ? 'prefix' : ''"
       :options="field.options"
       v-model="data[field.fieldname]"
+      @change="(e) => fieldChange(e.target.value, field)"
       :placeholder="getPlaceholder(field)"
+      :description="field.description"
     >
       <template v-if="field.prefix" #prefix>
         <IndicatorIcon :class="field.prefix" />
@@ -42,8 +52,9 @@
         class="form-control"
         type="checkbox"
         v-model="data[field.fieldname]"
-        @change="(e) => (data[field.fieldname] = e.target.checked)"
+        @change="(e) => fieldChange(e.target.checked, field)"
         :disabled="Boolean(field.read_only)"
+        :description="field.description"
       />
       <label
         class="text-sm text-ink-gray-5"
@@ -59,13 +70,18 @@
         <span class="text-ink-red-3" v-if="field.mandatory">*</span>
       </label>
     </div>
-    <div class="flex gap-1" v-else-if="field.fieldtype === 'Link'">
+    <div
+      class="flex gap-1"
+      v-else-if="['Link', 'Dynamic Link'].includes(field.fieldtype)"
+    >
       <Link
         class="form-control flex-1 truncate"
         :value="data[field.fieldname]"
-        :doctype="field.options"
+        :doctype="
+          field.fieldtype == 'Link' ? field.options : data[field.options]
+        "
         :filters="field.filters"
-        @change="(v) => (data[field.fieldname] = v)"
+        @change="(v) => fieldChange(v, field)"
         :placeholder="getPlaceholder(field)"
         :onCreate="field.create"
       />
@@ -85,6 +101,7 @@
       v-else-if="field.fieldtype === 'Table MultiSelect'"
       v-model="data[field.fieldname]"
       :doctype="field.options"
+      @change="(v) => fieldChange(v, field)"
     />
 
     <Link
@@ -93,7 +110,7 @@
       :value="data[field.fieldname] && getUser(data[field.fieldname]).full_name"
       :doctype="field.options"
       :filters="field.filters"
-      @change="(v) => (data[field.fieldname] = v)"
+      @change="(v) => fieldChange(v, field)"
       :placeholder="getPlaceholder(field)"
       :hideMe="true"
     >
@@ -118,80 +135,101 @@
     </Link>
     <DateTimePicker
       v-else-if="field.fieldtype === 'Datetime'"
-      v-model="data[field.fieldname]"
-      icon-left=""
+      :value="data[field.fieldname]"
       :formatter="(date) => getFormat(date, '', true, true)"
       :placeholder="getPlaceholder(field)"
       input-class="border-none"
+      @change="(v) => fieldChange(v, field)"
     />
     <DatePicker
       v-else-if="field.fieldtype === 'Date'"
-      icon-left=""
-      v-model="data[field.fieldname]"
+      :value="data[field.fieldname]"
       :formatter="(date) => getFormat(date, '', true)"
       :placeholder="getPlaceholder(field)"
       input-class="border-none"
+      @change="(v) => fieldChange(v, field)"
     />
     <FormControl
       v-else-if="
         ['Small Text', 'Text', 'Long Text', 'Code'].includes(field.fieldtype)
       "
       type="textarea"
+      :value="data[field.fieldname]"
       :placeholder="getPlaceholder(field)"
-      v-model="data[field.fieldname]"
+      :description="field.description"
+      @change="fieldChange($event.target.value, field)"
     />
-    <FormControl
-      v-else-if="['Int'].includes(field.fieldtype)"
-      type="number"
+    <Password
+      v-else-if="field.fieldtype === 'Password'"
+      :value="data[field.fieldname]"
       :placeholder="getPlaceholder(field)"
-      v-model="data[field.fieldname]"
+      :description="field.description"
+      @change="fieldChange($event.target.value, field)"
     />
-    <FormControl
+    <FormattedInput
+      v-else-if="field.fieldtype === 'Int'"
+      type="text"
+      :placeholder="getPlaceholder(field)"
+      :value="data[field.fieldname] || '0'"
+      :disabled="Boolean(field.read_only)"
+      :description="field.description"
+      @change="fieldChange($event.target.value, field)"
+    />
+    <FormattedInput
       v-else-if="field.fieldtype === 'Percent'"
       type="text"
       :value="getFormattedPercent(field.fieldname, data)"
       :placeholder="getPlaceholder(field)"
       :disabled="Boolean(field.read_only)"
-      @change="data[field.fieldname] = flt($event.target.value)"
+      :description="field.description"
+      @change="fieldChange(flt($event.target.value), field)"
     />
-    <FormControl
+    <FormattedInput
       v-else-if="field.fieldtype === 'Float'"
       type="text"
       :value="getFormattedFloat(field.fieldname, data)"
       :placeholder="getPlaceholder(field)"
       :disabled="Boolean(field.read_only)"
-      @change="data[field.fieldname] = flt($event.target.value)"
+      :description="field.description"
+      @change="fieldChange(flt($event.target.value), field)"
     />
-    <FormControl
+    <FormattedInput
       v-else-if="field.fieldtype === 'Currency'"
       type="text"
-      :value="getFormattedCurrency(field.fieldname, data)"
+      :value="getFormattedCurrency(field.fieldname, data, parentDoc)"
       :placeholder="getPlaceholder(field)"
       :disabled="Boolean(field.read_only)"
-      @change="data[field.fieldname] = flt($event.target.value)"
+      :description="field.description"
+      @change="fieldChange(flt($event.target.value), field)"
     />
     <FormControl
       v-else
       type="text"
       :placeholder="getPlaceholder(field)"
-      v-model="data[field.fieldname]"
+      :value="getDataValue(data[field.fieldname], field)"
       :disabled="Boolean(field.read_only)"
+      :description="field.description"
+      @change="fieldChange($event.target.value, field)"
     />
   </div>
 </template>
 <script setup>
+import Password from '@/components/Controls/Password.vue'
+import FormattedInput from '@/components/Controls/FormattedInput.vue'
 import EditIcon from '@/components/Icons/EditIcon.vue'
 import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
 import UserAvatar from '@/components/UserAvatar.vue'
 import TableMultiselectInput from '@/components/Controls/TableMultiselectInput.vue'
 import Link from '@/components/Controls/Link.vue'
 import Grid from '@/components/Controls/Grid.vue'
+import { createDocument } from '@/composables/document'
 import { getFormat, evaluateDependsOnValue } from '@/utils'
 import { flt } from '@/utils/numberFormat.js'
 import { getMeta } from '@/stores/meta'
 import { usersStore } from '@/stores/users'
+import { useDocument } from '@/data/document'
 import { Tooltip, DatePicker, DateTimePicker } from 'frappe-ui'
-import { computed, inject } from 'vue'
+import { computed, provide, inject } from 'vue'
 
 const props = defineProps({
   field: Object,
@@ -200,11 +238,32 @@ const props = defineProps({
 const data = inject('data')
 const doctype = inject('doctype')
 const preview = inject('preview')
+const isGridRow = inject('isGridRow')
 
 const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
   getMeta(doctype)
+
 const { getUser } = usersStore()
 
+let triggerOnChange
+let parentDoc
+
+if (!isGridRow) {
+  const {
+    triggerOnChange: trigger,
+    triggerOnRowAdd,
+    triggerOnRowRemove,
+  } = useDocument(doctype, data.value.name)
+  triggerOnChange = trigger
+
+  provide('triggerOnChange', triggerOnChange)
+  provide('triggerOnRowAdd', triggerOnRowAdd)
+  provide('triggerOnRowRemove', triggerOnRowRemove)
+} else {
+  triggerOnChange = inject('triggerOnChange')
+  parentDoc = inject('parentDoc')
+}
+
 const field = computed(() => {
   let field = props.field
   if (field.fieldtype == 'Select' && typeof field.options === 'string') {
@@ -221,6 +280,17 @@ const field = computed(() => {
     field.fieldtype = 'User'
   }
 
+  if (field.fieldtype === 'Link' && field.options !== 'User') {
+    if (!field.create) {
+      field.create = (value, close) => {
+        const callback = (d) => {
+          if (d) fieldChange(d.name, field)
+        }
+        createDocument(field.options, value, close, callback)
+      }
+    }
+  }
+
   let _field = {
     ...field,
     filters: field.link_filters && JSON.parse(field.link_filters),
@@ -260,6 +330,23 @@ const getPlaceholder = (field) => {
     return __('Enter {0}', [__(field.label)])
   }
 }
+
+function fieldChange(value, df) {
+  data.value[df.fieldname] = value
+
+  if (isGridRow) {
+    triggerOnChange(df.fieldname, data.value)
+  } else {
+    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/FieldLayout/FieldLayout.vue

@@ -34,6 +34,10 @@ const props = defineProps({
     type: String,
     default: 'CRM Lead',
   },
+  isGridRow: {
+    type: Boolean,
+    default: false,
+  },
   preview: {
     type: Boolean,
     default: false,
@@ -55,6 +59,7 @@ provide(
 provide('hasTabs', hasTabs)
 provide('doctype', props.doctype)
 provide('preview', props.preview)
+provide('isGridRow', props.isGridRow)
 </script>
 <style scoped>
 .section:not(:has(.field)) {

frontend/src/components/FieldLayoutEditor.vue

@@ -277,13 +277,13 @@ const fields = createResource({
     ]
     let existingFields = []
 
-    for (let tab of props.tabs) {
-      for (let section of tab.sections) {
-        for (let column of section.columns) {
+    props.tabs?.forEach((tab) => {
+      tab.sections?.forEach((section) => {
+        section.columns?.forEach((column) => {
           existingFields = existingFields.concat(column.fields)
-        }
-      }
-    }
+        })
+      })
+    })
 
     return data.filter((field) => {
       return (

frontend/src/components/FilesUploader/FilesUploader.vue

@@ -104,7 +104,7 @@
 import FilesUploaderArea from '@/components/FilesUploader/FilesUploaderArea.vue'
 import FilesUploadHandler from './filesUploaderHandler'
 import { isMobileView } from '@/composables/settings'
-import { createToast } from '@/utils'
+import { toast } from 'frappe-ui'
 import { ref, computed } from 'vue'
 
 const props = defineProps({
@@ -165,12 +165,7 @@ function attachFiles() {
 function uploadViaWebLink() {
   let fileUrl = filesUploaderArea.value.webLink
   if (!fileUrl) {
-    createToast({
-      title: __('Error'),
-      title: __('Please enter a valid URL'),
-      icon: 'x',
-      iconClasses: 'text-ink-red-4',
-    })
+    toast.error(__('Please enter a valid URL'))
     return
   }
   fileUrl = decodeURI(fileUrl)

frontend/src/components/FilesUploader/FilesUploaderArea.vue

@@ -126,8 +126,13 @@
 import FileTextIcon from '@/components/Icons/FileTextIcon.vue'
 import FileAudioIcon from '@/components/Icons/FileAudioIcon.vue'
 import FileVideoIcon from '@/components/Icons/FileVideoIcon.vue'
-import { createToast, formatDate, convertSize } from '@/utils'
-import { FormControl, CircularProgressBar, createResource } from 'frappe-ui'
+import { formatDate, convertSize } from '@/utils'
+import {
+  FormControl,
+  CircularProgressBar,
+  createResource,
+  toast,
+} from 'frappe-ui'
 import { ref, onMounted, watch, onUnmounted } from 'vue'
 
 const props = defineProps({
@@ -324,24 +329,18 @@ function checkRestrictions(file) {
 
   if (!isCorrectType) {
     console.warn('File skipped because of invalid file type', file)
-    createToast({
-      title: __('File "{0}" was skipped because of invalid file type', [
-        file.name,
-      ]),
-      icon: 'alert-circle',
-      iconClasses: 'text-orange-600',
-    })
+    toast.warning(
+      __('File "{0}" was skipped because of invalid file type', [file.name]),
+    )
   }
   if (!validFileSize) {
     console.warn('File skipped because of invalid file size', file.size, file)
-    createToast({
-      title: __('File "{0}" was skipped because size exceeds {1} MB', [
+    toast.warning(
+      __('File "{0}" was skipped because size exceeds {1} MB', [
         file.name,
         maxFileSize / (1024 * 1024),
       ]),
-      icon: 'alert-circle',
-      iconClasses: 'text-orange-600',
-    })
+    )
   }
 
   return isCorrectType && validFileSize
@@ -363,11 +362,7 @@ function showMaxFilesNumberWarning(file, maxNumberOfFiles) {
     )
   }
 
-  createToast({
-    title: message,
-    icon: 'alert-circle',
-    iconClasses: 'text-orange-600',
-  })
+  toast.warning(message)
 }
 
 function removeFile(name) {

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/SquareAsterisk.vue

@@ -0,0 +1,19 @@
+<template>
+  <svg
+    xmlns="http://www.w3.org/2000/svg"
+    width="16"
+    height="16"
+    viewBox="0 0 24 24"
+    fill="none"
+    stroke="currentColor"
+    stroke-width="1.5"
+    stroke-linecap="round"
+    stroke-linejoin="round"
+    class="lucide lucide-square-asterisk-icon lucide-square-asterisk"
+  >
+    <rect width="18" height="18" x="3" y="3" rx="2" />
+    <path d="M12 8v8" />
+    <path d="m8.5 14 7-4" />
+    <path d="m8.5 10 7 4" />
+  </svg>
+</template>

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/Layouts/AppSidebar.vue

@@ -150,6 +150,7 @@ import Section from '@/components/Section.vue'
 import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import PinIcon from '@/components/Icons/PinIcon.vue'
 import UserDropdown from '@/components/UserDropdown.vue'
+import SquareAsterisk from '@/components/Icons/SquareAsterisk.vue'
 import LeadsIcon from '@/components/Icons/LeadsIcon.vue'
 import DealsIcon from '@/components/Icons/DealsIcon.vue'
 import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
@@ -168,6 +169,8 @@ import {
   unreadNotificationsCount,
   notificationsStore,
 } from '@/stores/notifications'
+import { usersStore } from '@/stores/users'
+import { sessionStore } from '@/stores/session'
 import { showSettings, activeSettingsPage } from '@/composables/settings'
 import { FeatherIcon, call } from 'frappe-ui'
 import {
@@ -299,16 +302,18 @@ function getIcon(routeName, icon) {
 }
 
 // onboarding
+const { user } = sessionStore()
+const { users, isManager } = usersStore()
 const { isOnboardingStepsCompleted, setUp } = useOnboarding('frappecrm')
 
 async function getFirstLead() {
-  let firstLead = localStorage.getItem('firstLead')
+  let firstLead = localStorage.getItem('firstLead' + user)
   if (firstLead) return firstLead
   return await call('crm.api.onboarding.get_first_lead')
 }
 
 async function getFirstDeal() {
-  let firstDeal = localStorage.getItem('firstDeal')
+  let firstDeal = localStorage.getItem('firstDeal' + user)
   if (firstDeal) return firstDeal
   return await call('crm.api.onboarding.get_first_deal')
 }
@@ -317,6 +322,17 @@ const showIntermediateModal = ref(false)
 const currentStep = ref({})
 
 const steps = reactive([
+  {
+    name: 'setup_your_password',
+    title: __('Setup your password'),
+    icon: markRaw(SquareAsterisk),
+    completed: false,
+    onClick: () => {
+      minimize.value = true
+      showSettings.value = true
+      activeSettingsPage.value = 'Profile'
+    },
+  },
   {
     name: 'create_first_lead',
     title: __('Create your first lead'),
@@ -337,12 +353,14 @@ const steps = reactive([
       showSettings.value = true
       activeSettingsPage.value = 'Invite Members'
     },
+    condition: () => isManager(),
   },
   {
     name: 'convert_lead_to_deal',
     title: __('Convert lead to deal'),
     icon: markRaw(ConvertIcon),
     completed: false,
+    dependsOn: 'create_first_lead',
     onClick: async () => {
       minimize.value = true
 
@@ -410,6 +428,7 @@ const steps = reactive([
     title: __('Add your first comment'),
     icon: markRaw(CommentIcon),
     completed: false,
+    dependsOn: 'create_first_lead',
     onClick: async () => {
       minimize.value = true
       let deal = await getFirstDeal()
@@ -430,6 +449,7 @@ const steps = reactive([
     title: __('Send email'),
     icon: markRaw(EmailIcon),
     completed: false,
+    dependsOn: 'create_first_lead',
     onClick: async () => {
       minimize.value = true
       let deal = await getFirstDeal()
@@ -450,6 +470,7 @@ const steps = reactive([
     title: __('Change deal status'),
     icon: markRaw(StepsIcon),
     completed: false,
+    dependsOn: 'convert_lead_to_deal',
     onClick: async () => {
       minimize.value = true
 
@@ -478,7 +499,18 @@ const steps = reactive([
   },
 ])
 
-onMounted(() => setUp(steps))
+onMounted(async () => {
+  await users.promise
+
+  const filteredSteps = steps.filter((step) => {
+    if (step.condition) {
+      return step.condition()
+    }
+    return true
+  })
+
+  setUp(filteredSteps)
+})
 
 // help center
 const articles = ref([
@@ -517,9 +549,7 @@ const articles = ref([
   {
     title: __('Capturing leads'),
     opened: false,
-    subArticles: [
-      { name: 'web-form', title: __('Web form') },
-    ],
+    subArticles: [{ name: 'web-form', title: __('Web form') }],
   },
   {
     title: __('Views'),

frontend/src/components/Layouts/DesktopLayout.vue

@@ -7,9 +7,11 @@
       <AppHeader />
       <slot />
     </div>
+    <GlobalModals />
   </div>
 </template>
 <script setup>
 import AppSidebar from '@/components/Layouts/AppSidebar.vue'
 import AppHeader from '@/components/Layouts/AppHeader.vue'
+import GlobalModals from '@/components/Modals/GlobalModals.vue'
 </script>

frontend/src/components/ListBulkActions.vue

@@ -19,10 +19,10 @@
 <script setup>
 import EditValueModal from '@/components/Modals/EditValueModal.vue'
 import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
-import { setupListCustomizations, createToast } from '@/utils'
+import { setupListCustomizations } from '@/utils'
 import { globalStore } from '@/stores/global'
 import { capture } from '@/telemetry'
-import { call } from 'frappe-ui'
+import { call, toast } from 'frappe-ui'
 import { ref, onMounted } from 'vue'
 import { useRouter } from 'vue-router'
 
@@ -75,11 +75,7 @@ function convertToDeal(selections, unselectAll) {
             call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
               lead: name,
             }).then(() => {
-              createToast({
-                title: __('Converted successfully'),
-                icon: 'check',
-                iconClasses: 'text-ink-green-3',
-              })
+              toast.success(__('Converted successfully'))
               list.value.reload()
               unselectAll()
               close()
@@ -110,11 +106,7 @@ function deleteValues(selections, unselectAll) {
             items: JSON.stringify(Array.from(selections)),
             doctype: props.doctype,
           }).then(() => {
-            createToast({
-              title: __('Deleted successfully'),
-              icon: 'check',
-              iconClasses: 'text-ink-green-3',
-            })
+            toast.success(__('Deleted successfully'))
             unselectAll()
             list.value.reload()
             close()
@@ -154,11 +146,7 @@ function clearAssignemnts(selections, unselectAll) {
             names: JSON.stringify(Array.from(selections)),
             ignore_permissions: true,
           }).then(() => {
-            createToast({
-              title: __('Assignment cleared successfully'),
-              icon: 'check',
-              iconClasses: 'text-ink-green-3',
-            })
+            toast.success(__('Assignment cleared successfully'))
             reload(unselectAll)
             close()
           })
@@ -215,7 +203,8 @@ function bulkActions(selections, unselectAll) {
           selections,
           unselectAll,
           call,
-          createToast,
+          createToast: toast.create,
+          toast,
           $dialog,
           router,
         }),
@@ -235,7 +224,8 @@ onMounted(async () => {
   let customization = await setupListCustomizations(list.value.data, {
     list: list.value,
     call,
-    createToast,
+    createToast: toast.create,
+    toast,
     $dialog,
     $socket,
     router,

frontend/src/components/ListViews/CallLogsListView.vue

@@ -10,6 +10,7 @@
     }"
     row-key="name"
     v-bind="$attrs"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="sm:mx-5 mx-3"
@@ -205,6 +206,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const pageLengthCount = defineModel()

frontend/src/components/ListViews/ContactsListView.vue

@@ -14,6 +14,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="mx-3 sm:mx-5"
@@ -201,6 +202,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const route = useRoute()

frontend/src/components/ListViews/DealsListView.vue

@@ -14,6 +14,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="sm:mx-5 mx-3"
@@ -245,6 +246,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const route = useRoute()

frontend/src/components/ListViews/EmailTemplatesListView.vue

@@ -9,6 +9,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="sm:mx-5 mx-3"
@@ -191,6 +192,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const pageLengthCount = defineModel()

frontend/src/components/ListViews/LeadsListView.vue

@@ -14,6 +14,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="sm:mx-5 mx-3"
@@ -250,7 +251,6 @@ const props = defineProps({
     }),
   },
 })
-
 const emit = defineEmits([
   'loadMore',
   'updatePageCount',
@@ -258,6 +258,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const route = useRoute()

frontend/src/components/ListViews/OrganizationsListView.vue

@@ -13,6 +13,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="sm:mx-5 mx-3"
@@ -186,6 +187,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const route = useRoute()

frontend/src/components/ListViews/TasksListView.vue

@@ -9,6 +9,7 @@
       resizeColumn: options.resizeColumn,
     }"
     row-key="name"
+    @update:selections="(selections) => emit('selectionsChanged', selections)"
   >
     <ListHeader
       class="mx-3 sm:mx-5"
@@ -207,6 +208,7 @@ const emit = defineEmits([
   'applyFilter',
   'applyLikeFilter',
   'likeDoc',
+  'selectionsChanged',
 ])
 
 const pageLengthCount = defineModel()

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/CallLogModal.vue

@@ -1,55 +1,36 @@
 <template>
   <Dialog v-model="show" :options="dialogOptions">
     <template #body>
-      <div class="bg-surface-modal px-4 pb-6 pt-5 sm:px-6">
-        <div class="mb-5 flex items-center justify-between">
+      <div class="px-4 pt-5 pb-6 bg-surface-modal sm:px-6">
+        <div class="flex items-center justify-between mb-5">
           <div>
             <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
               {{ __(dialogOptions.title) || __('Untitled') }}
             </h3>
           </div>
           <div class="flex items-center gap-1">
-            <Button
-              v-if="isManager() && !isMobileView"
-              variant="ghost"
-              class="w-7"
-              @click="openQuickEntryModal"
-            >
-              <EditIcon class="h-4 w-4" />
+            <Button v-if="isManager() && !isMobileView" variant="ghost" class="w-7" @click="openQuickEntryModal">
+              <EditIcon class="w-4 h-4" />
             </Button>
             <Button variant="ghost" class="w-7" @click="show = false">
-              <FeatherIcon name="x" class="h-4 w-4" />
+              <FeatherIcon name="x" class="w-4 h-4" />
             </Button>
           </div>
         </div>
         <div v-if="tabs.data">
-          <FieldLayout
-            :tabs="tabs.data"
-            :data="_callLog"
-            doctype="CRM Call Log"
-          />
-          <ErrorMessage class="mt-2" :message="error" />
+          <FieldLayout :tabs="tabs.data" :data="_callLog" doctype="CRM Call Log" />
+          <ErrorMessage class="mt-8" :message="error" />
         </div>
       </div>
-      <div class="px-4 pb-7 pt-4 sm:px-6">
+      <div class="px-4 pt-4 pb-7 sm:px-6">
         <div class="space-y-2">
-          <Button
-            class="w-full"
-            v-for="action in dialogOptions.actions"
-            :key="action.label"
-            v-bind="action"
-            :label="__(action.label)"
-            :loading="loading"
-          />
+          <Button class="w-full" v-for="action in dialogOptions.actions" :key="action.label" v-bind="action"
+            :label="__(action.label)" :loading="loading" />
         </div>
       </div>
     </template>
   </Dialog>
-  <QuickEntryModal
-    v-if="showQuickEntryModal"
-    v-model="showQuickEntryModal"
-    doctype="CRM Call Log"
-  />
+  <QuickEntryModal v-if="showQuickEntryModal" v-model="showQuickEntryModal" doctype="CRM Call Log" />
 </template>
 
 <script setup>
@@ -67,7 +48,7 @@ const props = defineProps({
   options: {
     type: Object,
     default: {
-      afterInsert: () => {},
+      afterInsert: () => { },
     },
   },
 })
@@ -175,6 +156,13 @@ const createCallLog = createResource({
   },
   onError(err) {
     loading.value = false
+    if (err.exc_type == 'MandatoryError') {
+      const errorMessage = err.messages
+        .map(msg => msg.split('Log:')[1].trim())
+        .join(', ')
+      error.value = `These fields are required: ${errorMessage}`
+      return
+    }
     error.value = err
   },
 })

frontend/src/components/Modals/CreateDocumentModal.vue

@@ -0,0 +1,147 @@
+<template>
+  <Dialog v-model="show" :options="dialogOptions">
+    <template #body>
+      <div class="bg-surface-modal px-4 pb-6 pt-5 sm:px-6">
+        <div class="mb-5 flex items-center justify-between">
+          <div>
+            <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
+              {{ __(dialogOptions.title) || __('Untitled') }}
+            </h3>
+          </div>
+          <div class="flex items-center gap-1">
+            <Button
+              v-if="isManager() && !isMobileView"
+              variant="ghost"
+              class="w-7"
+              @click="openQuickEntryModal"
+            >
+              <EditIcon class="h-4 w-4" />
+            </Button>
+            <Button variant="ghost" class="w-7" @click="show = false">
+              <FeatherIcon name="x" class="h-4 w-4" />
+            </Button>
+          </div>
+        </div>
+        <div v-if="tabs.data">
+          <FieldLayout :tabs="tabs.data" :data="_data" :doctype="doctype" />
+          <ErrorMessage class="mt-2" :message="error" />
+        </div>
+      </div>
+      <div class="px-4 pb-7 pt-4 sm:px-6">
+        <div class="space-y-2">
+          <Button
+            class="w-full"
+            v-for="action in dialogOptions.actions"
+            :key="action.label"
+            v-bind="action"
+            :label="__(action.label)"
+            :loading="loading"
+          />
+        </div>
+      </div>
+    </template>
+  </Dialog>
+</template>
+
+<script setup>
+import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
+import EditIcon from '@/components/Icons/EditIcon.vue'
+import { usersStore } from '@/stores/users'
+import { isMobileView } from '@/composables/settings'
+import { FeatherIcon, createResource, ErrorMessage, call } from 'frappe-ui'
+import { ref, nextTick, watch, computed } from 'vue'
+
+const props = defineProps({
+  doctype: {
+    type: String,
+    required: true,
+  },
+  data: {
+    type: Object,
+    default: () => ({}),
+  },
+})
+
+const emit = defineEmits(['showQuickEntryModal', 'callback'])
+
+const { isManager } = usersStore()
+
+const show = defineModel()
+
+const loading = ref(false)
+const error = ref(null)
+
+let _data = ref({})
+
+const dialogOptions = computed(() => {
+  let doctype = props.doctype
+
+  if (doctype.startsWith('CRM ') || doctype.startsWith('FCRM ')) {
+    doctype = doctype.replace(/^(CRM |FCRM )/, '')
+  }
+
+  let title = __('New {0}', [doctype])
+  let size = 'xl'
+  let actions = [
+    {
+      label: __('Create'),
+      variant: 'solid',
+      onClick: () => create(),
+    },
+  ]
+
+  return { title, size, actions }
+})
+
+const tabs = createResource({
+  url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
+  cache: ['QuickEntry', props.doctype],
+  params: { doctype: props.doctype, type: 'Quick Entry' },
+  auto: true,
+})
+
+async function create() {
+  loading.value = true
+  error.value = null
+
+  let doc = await call(
+    'frappe.client.insert',
+    {
+      doc: {
+        doctype: props.doctype,
+        ..._data.value,
+      },
+    },
+    {
+      onError: (err) => {
+        loading.value = false
+        if (err.error) {
+          error.value = err.error.messages?.[0]
+        }
+      },
+    },
+  )
+
+  loading.value = false
+  show.value = false
+  emit('callback', doc)
+}
+
+watch(
+  () => show.value,
+  (value) => {
+    if (!value) return
+
+    nextTick(() => {
+      _data.value = { ...props.data }
+    })
+  },
+)
+
+function openQuickEntryModal() {
+  emit('showQuickEntryModal', props.doctype)
+  nextTick(() => {
+    show.value = false
+  })
+}
+</script>

frontend/src/components/Modals/GlobalModals.vue

@@ -0,0 +1,37 @@
+<template>
+  <CreateDocumentModal
+    v-if="showCreateDocumentModal"
+    v-model="showCreateDocumentModal"
+    :doctype="createDocumentDoctype"
+    :data="createDocumentData"
+    @showQuickEntryModal="(dt) => openQuickEntryModal(dt)"
+    @callback="(data) => createDocumentCallback(data)"
+  />
+  <QuickEntryModal
+    v-if="showQuickEntryModal"
+    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)
+const quickEntryDoctype = ref('')
+
+function openQuickEntryModal(dt) {
+  showQuickEntryModal.value = true
+  quickEntryDoctype.value = dt
+}
+</script>

frontend/src/components/Modals/LeadModal.vue

@@ -46,6 +46,7 @@ import EditIcon from '@/components/Icons/EditIcon.vue'
 import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
 import { usersStore } from '@/stores/users'
 import { statusesStore } from '@/stores/statuses'
+import { sessionStore } from '@/stores/session'
 import { isMobileView } from '@/composables/settings'
 import { capture } from '@/telemetry'
 import { createResource } from 'frappe-ui'
@@ -57,6 +58,7 @@ const props = defineProps({
   defaults: Object,
 })
 
+const { user } = sessionStore()
 const { getUser, isManager } = usersStore()
 const { getLeadStatus, statusOptions } = statusesStore()
 const { updateOnboardingStep } = useOnboarding('frappecrm')
@@ -169,7 +171,7 @@ function createNewLead() {
       show.value = false
       router.push({ name: 'Lead', params: { leadId: data.name } })
       updateOnboardingStep('create_first_lead', true, false, () => {
-        localStorage.setItem('firstLead', data.name)
+        localStorage.setItem('firstLead' + user, data.name)
       })
     },
     onError(err) {

frontend/src/components/Modals/NoteModal.vue

@@ -1,34 +1,25 @@
 <template>
-  <Dialog
-    v-model="show"
-    :options="{
-      size: 'xl',
-      actions: [
-        {
-          label: editMode ? __('Update') : __('Create'),
-          variant: 'solid',
-          onClick: () => updateNote(),
-        },
-      ],
-    }"
-  >
+  <Dialog v-model="show" :options="{
+    size: 'xl',
+    actions: [
+      {
+        label: editMode ? __('Update') : __('Create'),
+        variant: 'solid',
+        onClick: () => updateNote(),
+      },
+    ],
+  }">
     <template #body-title>
       <div class="flex items-center gap-3">
         <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
           {{ editMode ? __('Edit Note') : __('Create Note') }}
         </h3>
-        <Button
-          v-if="_note?.reference_docname"
-          size="sm"
-          :label="
-            _note.reference_doctype == 'CRM Deal'
-              ? __('Open Deal')
-              : __('Open Lead')
-          "
-          @click="redirect()"
-        >
+        <Button v-if="_note?.reference_docname" size="sm" :label="_note.reference_doctype == 'CRM Deal'
+          ? __('Open Deal')
+          : __('Open Lead')
+          " @click="redirect()">
           <template #suffix>
-            <ArrowUpRightIcon class="h-4 w-4" />
+            <ArrowUpRightIcon class="w-4 h-4" />
           </template>
         </Button>
       </div>
@@ -36,27 +27,17 @@
     <template #body-content>
       <div class="flex flex-col gap-4">
         <div>
-          <FormControl
-            ref="title"
-            :label="__('Title')"
-            v-model="_note.title"
-            :placeholder="__('Call with John Doe')"
-          />
+          <FormControl ref="title" :label="__('Title')" v-model="_note.title" :placeholder="__('Call with John Doe')"
+            required />
         </div>
         <div>
           <div class="mb-1.5 text-xs text-ink-gray-5">{{ __('Content') }}</div>
-          <TextEditor
-            variant="outline"
-            ref="content"
+          <TextEditor variant="outline" ref="content"
             editor-class="!prose-sm overflow-auto min-h-[180px] max-h-80 py-1.5 px-2 rounded border border-[--surface-gray-2] bg-surface-gray-2 placeholder-ink-gray-4 hover:border-outline-gray-modals hover:bg-surface-gray-3 hover:shadow-sm focus:bg-surface-white focus:border-outline-gray-4 focus:shadow-sm focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3 text-ink-gray-8 transition-colors"
-            :bubbleMenu="true"
-            :content="_note.content"
-            @change="(val) => (_note.content = val)"
-            :placeholder="
-              __('Took a call with John Doe and discussed the new project.')
-            "
-          />
+            :bubbleMenu="true" :content="_note.content" @change="(val) => (_note.content = val)" :placeholder="__('Took a call with John Doe and discussed the new project.')
+              " />
         </div>
+        <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
       </div>
     </template>
   </Dialog>
@@ -94,17 +75,12 @@ const router = useRouter()
 
 const { updateOnboardingStep } = useOnboarding('frappecrm')
 
+const error = ref(null)
 const title = ref(null)
 const editMode = ref(false)
 let _note = ref({})
 
 async function updateNote() {
-  if (
-    props.note.title === _note.value.title &&
-    props.note.content === _note.value.content
-  )
-    return
-
   if (_note.value.name) {
     let d = await call('frappe.client.set_value', {
       doctype: 'FCRM Note',
@@ -124,6 +100,12 @@ async function updateNote() {
         reference_doctype: props.doctype,
         reference_docname: props.doc || '',
       },
+    }, {
+      onError: (err) => {
+        if (err.error.exc_type == 'MandatoryError') {
+          error.value = "Title is mandatory"
+        }
+      }
     })
     if (d.name) {
       updateOnboardingStep('create_first_note')

frontend/src/components/Modals/OrganizationModal.vue

@@ -1,43 +1,28 @@
 <template>
   <Dialog v-model="show" :options="{ size: 'xl' }">
     <template #body>
-      <div class="bg-surface-modal px-4 pb-6 pt-5 sm:px-6">
-        <div class="mb-5 flex items-center justify-between">
+      <div class="px-4 pt-5 pb-6 bg-surface-modal sm:px-6">
+        <div class="flex items-center justify-between mb-5">
           <div>
             <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
               {{ __('New Organization') }}
             </h3>
           </div>
           <div class="flex items-center gap-1">
-            <Button
-              v-if="isManager() && !isMobileView"
-              variant="ghost"
-              class="w-7"
-              @click="openQuickEntryModal"
-            >
-              <EditIcon class="h-4 w-4" />
+            <Button v-if="isManager() && !isMobileView" variant="ghost" class="w-7" @click="openQuickEntryModal">
+              <EditIcon class="w-4 h-4" />
             </Button>
             <Button variant="ghost" class="w-7" @click="show = false">
-              <FeatherIcon name="x" class="h-4 w-4" />
+              <FeatherIcon name="x" class="w-4 h-4" />
             </Button>
           </div>
         </div>
-        <FieldLayout
-          v-if="tabs.data?.length"
-          :tabs="tabs.data"
-          :data="_organization"
-          doctype="CRM Organization"
-        />
+        <FieldLayout v-if="tabs.data?.length" :tabs="tabs.data" :data="_organization" doctype="CRM Organization" />
+        <ErrorMessage class="mt-8" v-if="error" :message="__(error)" />
       </div>
-      <div class="px-4 pb-7 pt-4 sm:px-6">
+      <div class="px-4 pt-4 pb-7 sm:px-6">
         <div class="space-y-2">
-          <Button
-            class="w-full"
-            variant="solid"
-            :label="__('Create')"
-            :loading="loading"
-            @click="createOrganization"
-          />
+          <Button class="w-full" variant="solid" :label="__('Create')" :loading="loading" @click="createOrganization" />
         </div>
       </div>
     </template>
@@ -59,7 +44,7 @@ const props = defineProps({
     type: Object,
     default: {
       redirect: true,
-      afterInsert: () => {},
+      afterInsert: () => { },
     },
   },
 })
@@ -84,6 +69,7 @@ let _organization = ref({
 })
 
 let doc = ref({})
+const error = ref(null)
 
 async function createOrganization() {
   const doc = await call('frappe.client.insert', {
@@ -91,6 +77,12 @@ async function createOrganization() {
       doctype: 'CRM Organization',
       ..._organization.value,
     },
+  }, {
+    onError: (err) => {
+      if (err.error.exc_type == 'ValidationError') {
+        error.value = err.error?.messages?.[0]
+      }
+    }
   })
   loading.value = false
   if (doc.name) {

frontend/src/components/Modals/SidePanelModal.vue

@@ -38,9 +38,9 @@
           />
           <div v-if="preview" class="flex flex-1 flex-col border rounded">
             <SidePanelLayout
-              v-model="data"
               :sections="tabs.data[0].sections"
               :doctype="_doctype"
+              docname=""
               :preview="true"
               v-slot="{ section }"
             >

frontend/src/components/Modals/TaskModal.vue

@@ -1,34 +1,25 @@
 <template>
-  <Dialog
-    v-model="show"
-    :options="{
-      size: 'xl',
-      actions: [
-        {
-          label: editMode ? __('Update') : __('Create'),
-          variant: 'solid',
-          onClick: () => updateTask(),
-        },
-      ],
-    }"
-  >
+  <Dialog v-model="show" :options="{
+    size: 'xl',
+    actions: [
+      {
+        label: editMode ? __('Update') : __('Create'),
+        variant: 'solid',
+        onClick: () => updateTask(),
+      },
+    ],
+  }">
     <template #body-title>
       <div class="flex items-center gap-3">
         <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
           {{ editMode ? __('Edit Task') : __('Create Task') }}
         </h3>
-        <Button
-          v-if="task?.reference_docname"
-          size="sm"
-          :label="
-            task.reference_doctype == 'CRM Deal'
-              ? __('Open Deal')
-              : __('Open Lead')
-          "
-          @click="redirect()"
-        >
+        <Button v-if="task?.reference_docname" size="sm" :label="task.reference_doctype == 'CRM Deal'
+          ? __('Open Deal')
+          : __('Open Lead')
+          " @click="redirect()">
           <template #suffix>
-            <ArrowUpRightIcon class="h-4 w-4" />
+            <ArrowUpRightIcon class="w-4 h-4" />
           </template>
         </Button>
       </div>
@@ -36,74 +27,53 @@
     <template #body-content>
       <div class="flex flex-col gap-4">
         <div>
-          <FormControl
-            ref="title"
-            :label="__('Title')"
-            v-model="_task.title"
-            :placeholder="__('Call with John Doe')"
-          />
+          <FormControl ref="title" :label="__('Title')" v-model="_task.title" :placeholder="__('Call with John Doe')"
+            required />
         </div>
         <div>
           <div class="mb-1.5 text-xs text-ink-gray-5">
             {{ __('Description') }}
           </div>
-          <TextEditor
-            variant="outline"
-            ref="description"
+          <TextEditor variant="outline" ref="description"
             editor-class="!prose-sm overflow-auto min-h-[180px] max-h-80 py-1.5 px-2 rounded border border-[--surface-gray-2] bg-surface-gray-2 placeholder-ink-gray-4 hover:border-outline-gray-modals hover:bg-surface-gray-3 hover:shadow-sm focus:bg-surface-white focus:border-outline-gray-4 focus:shadow-sm focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3 text-ink-gray-8 transition-colors"
-            :bubbleMenu="true"
-            :content="_task.description"
-            @change="(val) => (_task.description = val)"
-            :placeholder="
-              __('Took a call with John Doe and discussed the new project.')
-            "
-          />
+            :bubbleMenu="true" :content="_task.description" @change="(val) => (_task.description = val)" :placeholder="__('Took a call with John Doe and discussed the new project.')
+              " />
         </div>
         <div class="flex flex-wrap items-center gap-2">
           <Dropdown :options="taskStatusOptions(updateTaskStatus)">
-            <Button :label="_task.status" class="w-full justify-between">
+            <Button :label="_task.status" class="justify-between w-full">
               <template #prefix>
                 <TaskStatusIcon :status="_task.status" />
               </template>
             </Button>
           </Dropdown>
-          <Link
-            class="form-control"
-            :value="getUser(_task.assigned_to).full_name"
-            doctype="User"
-            @change="(option) => (_task.assigned_to = option)"
-            :placeholder="__('John Doe')"
-            :hideMe="true"
-          >
-            <template #prefix>
-              <UserAvatar class="mr-2 !h-4 !w-4" :user="_task.assigned_to" />
-            </template>
-            <template #item-prefix="{ option }">
-              <UserAvatar class="mr-2" :user="option.value" size="sm" />
-            </template>
-            <template #item-label="{ option }">
-              <Tooltip :text="option.value">
-                <div class="cursor-pointer text-ink-gray-9">
-                  {{ getUser(option.value).full_name }}
-                </div>
-              </Tooltip>
-            </template>
+          <Link class="form-control" :value="getUser(_task.assigned_to).full_name" doctype="User"
+            @change="(option) => (_task.assigned_to = option)" :placeholder="__('John Doe')" :hideMe="true">
+          <template #prefix>
+            <UserAvatar class="mr-2 !h-4 !w-4" :user="_task.assigned_to" />
+          </template>
+          <template #item-prefix="{ option }">
+            <UserAvatar class="mr-2" :user="option.value" size="sm" />
+          </template>
+          <template #item-label="{ option }">
+            <Tooltip :text="option.value">
+              <div class="cursor-pointer text-ink-gray-9">
+                {{ getUser(option.value).full_name }}
+              </div>
+            </Tooltip>
+          </template>
           </Link>
-          <DateTimePicker
-            class="datepicker w-36"
-            v-model="_task.due_date"
-            :placeholder="__('01/04/2024 11:30 PM')"
-            :formatter="(date) => getFormat(date, '', true, true)"
-            input-class="border-none"
-          />
+          <DateTimePicker class="datepicker w-36" v-model="_task.due_date" :placeholder="__('01/04/2024 11:30 PM')"
+            :formatter="(date) => getFormat(date, '', true, true)" input-class="border-none" />
           <Dropdown :options="taskPriorityOptions(updateTaskPriority)">
-            <Button :label="_task.priority" class="w-full justify-between">
+            <Button :label="_task.priority" class="justify-between w-full">
               <template #prefix>
                 <TaskPriorityIcon :priority="_task.priority" />
               </template>
             </Button>
           </Dropdown>
         </div>
+        <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
       </div>
     </template>
   </Dialog>
@@ -147,6 +117,7 @@ const router = useRouter()
 const { getUser } = usersStore()
 const { updateOnboardingStep } = useOnboarding('frappecrm')
 
+const error = ref(null)
 const title = ref(null)
 const editMode = ref(false)
 const _task = ref({
@@ -200,6 +171,12 @@ async function updateTask() {
         reference_docname: props.doc || null,
         ..._task.value,
       },
+    }, {
+      onError: (err) => {
+        if (err.error.exc_type == 'MandatoryError') {
+          error.value = "Title is mandatory"
+        }
+      }
     })
     if (d.name) {
       updateOnboardingStep('create_first_task')

frontend/src/components/MultiActionButton.vue

@@ -0,0 +1,71 @@
+<template>
+  <div class="flex items-center">
+    <Button
+      :variant="$attrs.variant"
+      class="border-0"
+      :label="activeButton.label"
+      :size="$attrs.size"
+      :class="[
+        $attrs.class,
+        showDropdown ? 'rounded-br-none rounded-tr-none' : '',
+      ]"
+      @click="() => activeButton.onClick()"
+    >
+      <template #prefix>
+        <FeatherIcon
+          v-if="activeButton.icon && typeof activeButton.icon === 'string'"
+          :name="activeButton.icon"
+          class="h-4 w-4"
+        />
+        <component
+          v-else-if="activeButton.icon"
+          :is="activeButton.icon"
+          class="h-4 w-4"
+        />
+      </template>
+    </Button>
+    <Dropdown
+      v-show="showDropdown"
+      :options="parsedOptions"
+      size="sm"
+      class="flex-1 [&>div>div>div]:w-full"
+      placement="right"
+    >
+      <template v-slot="{ togglePopover }">
+        <Button
+          :variant="$attrs.variant"
+          @click="togglePopover"
+          icon="chevron-down"
+          class="!w-6 justify-start rounded-bl-none rounded-tl-none border-0 pr-0 text-xs"
+        />
+      </template>
+    </Dropdown>
+  </div>
+</template>
+<script setup>
+import { Dropdown } from 'frappe-ui'
+import { computed, ref } from 'vue'
+
+const props = defineProps({
+  options: {
+    type: Array,
+    default: () => [],
+  },
+})
+
+const showDropdown = ref(props.options?.length > 1)
+const activeButton = ref(props.options?.[0] || {})
+
+const parsedOptions = computed(() => {
+  return (
+    props.options?.map((option) => {
+      return {
+        label: option.label,
+        onClick: () => {
+          activeButton.value = option
+        },
+      }
+    }) || []
+  )
+})
+</script>

frontend/src/components/Settings/EmailAccountCard.vue

@@ -0,0 +1,50 @@
+<template>
+  <div
+    class="flex items-center justify-between p-1 py-3 border-b border-gray-200 dark:border-gray-700 cursor-pointer"
+  >
+    <!-- avatar and name -->
+    <div class="flex items-center justify-between gap-2">
+      <EmailProviderIcon :logo="emailIcon[emailAccount.service]" />
+      <div>
+        <p class="text-sm font-semibold text-ink-gray-9">
+          {{ emailAccount.email_account_name }}
+        </p>
+        <div class="text-sm text-gray-500">{{ emailAccount.email_id }}</div>
+      </div>
+    </div>
+    <div>
+      <Badge variant="subtle" :label="badgeTitle" :theme="gray" />
+    </div>
+    <!-- email id -->
+  </div>
+</template>
+
+<script setup>
+import { emailIcon } from './emailConfig'
+import EmailProviderIcon from './EmailProviderIcon.vue'
+import { computed } from 'vue'
+
+const props = defineProps({
+  emailAccount: {
+    type: Object,
+    required: true,
+  },
+})
+
+const badgeTitle = computed(() => {
+  if (
+    props.emailAccount.default_incoming &&
+    props.emailAccount.default_outgoing
+  ) {
+    return __('Default Sending and Inbox')
+  } else if (props.emailAccount.default_incoming) {
+    return __('Default Inbox')
+  } else if (props.emailAccount.default_outgoing) {
+    return __('Default Sending')
+  } else {
+    return __('Inbox')
+  }
+})
+</script>
+
+<style scoped></style>

frontend/src/components/Settings/EmailAccountList.vue

@@ -0,0 +1,64 @@
+<template>
+  <div>
+    <!-- header -->
+    <div class="flex items-center justify-between text-ink-gray-9">
+      <h2 class="flex gap-2 text-xl font-semibold leading-none h-5">
+        {{ __('Email Accounts') }}
+      </h2>
+      <Button
+        :label="__('Add Account')"
+        theme="gray"
+        variant="solid"
+        @click="emit('update:step', 'email-add')"
+        class="mr-8"
+      >
+        <template #prefix>
+          <LucidePlus class="w-4 h-4" />
+        </template>
+      </Button>
+    </div>
+    <!-- list accounts -->
+    <div
+      v-if="!emailAccounts.loading && Boolean(emailAccounts.data?.length)"
+      class="mt-4"
+    >
+      <div v-for="emailAccount in emailAccounts.data" :key="emailAccount.name">
+        <EmailAccountCard
+          :emailAccount="emailAccount"
+          @click="emit('update:step', 'email-edit', emailAccount)"
+        />
+      </div>
+    </div>
+    <!-- fallback if no email accounts -->
+    <div v-else class="flex items-center justify-center h-64 text-gray-500">
+      {{ __('Please add an email account to continue.') }}
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { createListResource } from 'frappe-ui'
+import EmailAccountCard from './EmailAccountCard.vue'
+
+const emit = defineEmits(['update:step'])
+
+const emailAccounts = createListResource({
+  doctype: 'Email Account',
+  cache: true,
+  fields: ['*'],
+  filters: {
+    email_id: ['Not Like', '%example%'],
+  },
+  pageLength: 10,
+  auto: true,
+  onSuccess: (accounts) => {
+    // convert 0 to false to handle boolean fields
+    accounts.forEach((account) => {
+      account.enable_incoming = Boolean(account.enable_incoming)
+      account.enable_outgoing = Boolean(account.enable_outgoing)
+      account.default_incoming = Boolean(account.default_incoming)
+      account.default_outgoing = Boolean(account.default_outgoing)
+    })
+  },
+})
+</script>

frontend/src/components/Settings/EmailAdd.vue

@@ -0,0 +1,158 @@
+<template>
+  <div class="flex flex-col h-full gap-4">
+    <!-- title and desc -->
+    <div role="heading" aria-level="1" class="flex flex-col gap-1">
+      <h2 class="text-xl font-semibold text-ink-gray-9">
+        {{ __('Setup Email') }}
+      </h2>
+      <p class="text-sm text-gray-600">
+        {{ __('Choose the email service provider you want to configure.') }}
+      </p>
+    </div>
+    <!-- email service provider selection -->
+    <div class="flex flex-wrap items-center">
+      <div
+        v-for="s in services"
+        :key="s.name"
+        class="flex flex-col items-center gap-1 mt-4 w-[70px]"
+        @click="handleSelect(s)"
+      >
+        <EmailProviderIcon
+          :service-name="s.name"
+          :logo="s.icon"
+          :selected="selectedService?.name === s?.name"
+        />
+      </div>
+    </div>
+    <div v-if="selectedService" class="flex flex-col gap-4">
+      <!-- email service provider info -->
+      <div
+        class="flex items-center gap-2 p-2 rounded-md ring-1 ring-gray-400 dark:ring-gray-700 text-gray-700 dark:text-gray-500"
+      >
+        <CircleAlert class="w-5 h-6 w-min-5 w-max-5 min-h-5 max-w-5" />
+        <div class="text-xs text-wrap">
+          {{ selectedService.info }}
+          <a :href="selectedService.link" target="_blank" class="underline"
+            >here</a
+          >.
+        </div>
+      </div>
+      <!-- service provider fields -->
+      <div class="flex flex-col gap-4">
+        <div class="grid grid-cols-1 gap-4">
+          <div
+            v-for="field in fields"
+            :key="field.name"
+            class="flex flex-col gap-1"
+          >
+            <FormControl
+              v-model="state[field.name]"
+              :label="field.label"
+              :name="field.name"
+              :type="field.type"
+              :placeholder="field.placeholder"
+            />
+          </div>
+        </div>
+        <div class="grid grid-cols-2 gap-4">
+          <div
+            v-for="field in incomingOutgoingFields"
+            :key="field.name"
+            class="flex flex-col gap-1"
+          >
+            <FormControl
+              v-model="state[field.name]"
+              :label="field.label"
+              :name="field.name"
+              :type="field.type"
+            />
+            <p class="text-gray-500 text-p-sm">{{ field.description }}</p>
+          </div>
+        </div>
+        <ErrorMessage v-if="error" class="ml-1" :message="error" />
+      </div>
+    </div>
+    <!-- action button -->
+    <div v-if="selectedService" class="flex justify-between mt-auto">
+      <Button
+        label="Back"
+        theme="gray"
+        variant="outline"
+        :disabled="addEmailRes.loading"
+        @click="emit('update:step', 'email-list')"
+      />
+      <Button
+        label="Create"
+        variant="solid"
+        :loading="addEmailRes.loading"
+        @click="createEmailAccount"
+      />
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { computed, reactive, ref } from 'vue'
+import { createResource, toast } from 'frappe-ui'
+import CircleAlert from '~icons/lucide/circle-alert'
+import {
+  customProviderFields,
+  popularProviderFields,
+  services,
+  validateInputs,
+  incomingOutgoingFields,
+} from './emailConfig'
+import EmailProviderIcon from './EmailProviderIcon.vue'
+
+const emit = defineEmits()
+
+const state = reactive({
+  service: '',
+  email_account_name: '',
+  email_id: '',
+  password: '',
+  api_key: '',
+  api_secret: '',
+  frappe_mail_site: '',
+  enable_incoming: false,
+  enable_outgoing: false,
+  default_incoming: false,
+  default_outgoing: false,
+})
+
+const selectedService = ref(null)
+const fields = computed(() =>
+  selectedService.value.custom ? customProviderFields : popularProviderFields,
+)
+
+function handleSelect(service) {
+  selectedService.value = service
+  state.service = service.name
+}
+
+const addEmailRes = createResource({
+  url: 'crm.api.settings.create_email_account',
+  makeParams: (val) => {
+    return {
+      ...val,
+    }
+  },
+  onSuccess: () => {
+    toast.success(__('Email account created successfully'))
+    emit('update:step', 'email-list')
+  },
+  onError: () => {
+    error.value = __('Failed to create email account, Invalid credentials')
+  },
+})
+
+const error = ref()
+function createEmailAccount() {
+  error.value = validateInputs(state, selectedService.value.custom)
+  if (error.value) return
+
+  addEmailRes.submit({ data: state })
+}
+</script>
+
+<style scoped></style>

frontend/src/components/Settings/EmailConfig.vue

@@ -0,0 +1,27 @@
+<template>
+  <div class="flex-1 p-8">
+    <div v-if="step === 'email-add'" class="h-full">
+      <EmailAdd @update:step="updateStep" />
+    </div>
+    <div v-else-if="step === 'email-list'" class="h-full">
+      <EmailAccountList @update:step="updateStep" />
+    </div>
+    <div v-else-if="step === 'email-edit'" class="h-full">
+      <EmailEdit :account-data="accountData" @update:step="updateStep" />
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import EmailAdd from "./EmailAdd.vue";
+import EmailAccountList from "./EmailAccountList.vue";
+import EmailEdit from "./EmailEdit.vue";
+
+const step = ref("email-list");
+const accountData = ref(null);
+function updateStep(newStep, data) {
+  step.value = newStep;
+  accountData.value = data;
+}
+</script>

frontend/src/components/Settings/EmailEdit.vue

@@ -0,0 +1,215 @@
+<template>
+  <div class="flex flex-col h-full gap-4">
+    <!-- title and desc -->
+    <div role="heading" aria-level="1" class="flex justify-between gap-1">
+      <h2 class="text-xl font-semibold text-ink-gray-9">
+        {{ __('Edit Email') }}
+      </h2>
+    </div>
+    <div class="w-fit">
+      <EmailProviderIcon
+        :logo="emailIcon[accountData.service]"
+        :service-name="accountData.service"
+      />
+    </div>
+    <!-- banner for setting up email account -->
+    <div
+      class="flex items-center gap-2 p-2 rounded-md ring-1 ring-gray-400 dark:ring-gray-700"
+    >
+      <CircleAlert
+        class="size-6 text-gray-500 w-min-5 w-max-5 min-h-5 max-w-5"
+      />
+      <div class="text-xs text-gray-700 dark:text-gray-500 text-wrap">
+        {{ info.description }}
+        <a :href="info.link" target="_blank" class="underline">{{
+          __('here')
+        }}</a>
+        .
+      </div>
+    </div>
+    <!-- fields -->
+    <div class="flex flex-col gap-4">
+      <div class="grid grid-cols-1 gap-4">
+        <div
+          v-for="field in fields"
+          :key="field.name"
+          class="flex flex-col gap-1"
+        >
+          <FormControl
+            v-model="state[field.name]"
+            :label="field.label"
+            :name="field.name"
+            :type="field.type"
+            :placeholder="field.placeholder"
+          />
+        </div>
+      </div>
+      <div class="grid grid-cols-2 gap-4">
+        <div
+          v-for="field in incomingOutgoingFields"
+          :key="field.name"
+          class="flex flex-col gap-1"
+        >
+          <FormControl
+            v-model="state[field.name]"
+            :label="field.label"
+            :name="field.name"
+            :type="field.type"
+          />
+          <p class="text-gray-500 text-p-sm">{{ field.description }}</p>
+        </div>
+      </div>
+      <ErrorMessage v-if="error" class="ml-1" :message="error" />
+    </div>
+    <!-- action buttons -->
+    <div class="flex justify-between mt-auto">
+      <Button
+        :label="__('Back')"
+        theme="gray"
+        variant="outline"
+        :disabled="loading"
+        @click="emit('update:step', 'email-list')"
+      />
+      <Button
+        :label="__('Update Account')"
+        variant="solid"
+        @click="updateAccount"
+        :loading="loading"
+      />
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { computed, reactive, ref } from 'vue'
+import { call, toast } from 'frappe-ui'
+import EmailProviderIcon from './EmailProviderIcon.vue'
+import {
+  emailIcon,
+  services,
+  popularProviderFields,
+  customProviderFields,
+  validateInputs,
+  incomingOutgoingFields,
+} from './emailConfig'
+import CircleAlert from '~icons/lucide/circle-alert'
+
+const props = defineProps({
+  accountData: null,
+})
+
+const emit = defineEmits()
+
+const state = reactive({
+  email_account_name: props.accountData.email_account_name || '',
+  service: props.accountData.service || '',
+  email_id: props.accountData.email_id || '',
+  api_key: props.accountData?.api_key || null,
+  api_secret: props.accountData?.api_secret || null,
+  password: props.accountData?.password || null,
+  frappe_mail_site: props.accountData?.frappe_mail_site || '',
+  enable_incoming: props.accountData.enable_incoming || false,
+  enable_outgoing: props.accountData.enable_outgoing || false,
+  default_outgoing: props.accountData.default_outgoing || false,
+  default_incoming: props.accountData.default_incoming || false,
+})
+
+const info = {
+  description: __('To know more about setting up email accounts, click'),
+  link: 'https://docs.erpnext.com/docs/user/manual/en/email-account',
+}
+
+const isCustomService = computed(() => {
+  return services.find((s) => s.name === props.accountData.service).custom
+})
+
+const fields = computed(() => {
+  if (isCustomService.value) {
+    return customProviderFields
+  }
+  return popularProviderFields
+})
+
+const error = ref()
+const loading = ref(false)
+async function updateAccount() {
+  error.value = validateInputs(state, isCustomService.value)
+  if (error.value) return
+  const old = { ...props.accountData }
+  const updatedEmailAccount = { ...state }
+
+  const nameChanged =
+    old.email_account_name !== updatedEmailAccount.email_account_name
+  delete old.email_account_name
+  delete updatedEmailAccount.email_account_name
+
+  const otherFieldsChanged = isDirty.value
+  const values = updatedEmailAccount
+
+  if (!nameChanged && !otherFieldsChanged) {
+    toast.info(__('No changes made'))
+    return
+  }
+
+  if (nameChanged) {
+    try {
+      loading.value = true
+      await callRenameDoc()
+      succesHandler()
+    } catch (err) {
+      errorHandler()
+    }
+  }
+  if (otherFieldsChanged) {
+    try {
+      loading.value = true
+      await callSetValue(values)
+      succesHandler()
+    } catch (err) {
+      errorHandler()
+    }
+  }
+}
+
+const isDirty = computed(() => {
+  return (
+    state.email_id !== props.accountData.email_id ||
+    state.api_key !== props.accountData.api_key ||
+    state.api_secret !== props.accountData.api_secret ||
+    state.password !== props.accountData.password ||
+    state.enable_incoming !== props.accountData.enable_incoming ||
+    state.enable_outgoing !== props.accountData.enable_outgoing ||
+    state.default_outgoing !== props.accountData.default_outgoing ||
+    state.default_incoming !== props.accountData.default_incoming ||
+    state.frappe_mail_site !== props.accountData.frappe_mail_site
+  )
+})
+
+async function callRenameDoc() {
+  const d = await call('frappe.client.rename_doc', {
+    doctype: 'Email Account',
+    old_name: props.accountData.email_account_name,
+    new_name: state.email_account_name,
+  })
+  return d
+}
+
+async function callSetValue(values) {
+  const d = await call('frappe.client.set_value', {
+    doctype: 'Email Account',
+    name: state.email_account_name,
+    fieldname: values,
+  })
+  return d.name
+}
+
+function succesHandler() {
+  emit('update:step', 'email-list')
+  toast.success(__('Email account updated successfully'))
+}
+
+function errorHandler() {
+  loading.value = false
+  error.value = __('Failed to update email account, Invalid credentials')
+}
+</script>

frontend/src/components/Settings/EmailProviderIcon.vue

@@ -0,0 +1,33 @@
+<template>
+  <div
+    class="flex items-center justify-center w-8 h-8 bg-gray-100 cursor-pointer rounded-xl hover:bg-gray-200"
+    :class="{ 'ring-2 ring-gray-500 dark:ring-gray-100': selected }"
+  >
+    <img :src="logo" class="w-4 h-4" />
+  </div>
+  <p
+    v-if="serviceName"
+    class="text-xs text-center text-gray-700 dark:text-gray-500 mt-2"
+  >
+    {{ serviceName }}
+  </p>
+</template>
+
+<script setup>
+defineProps({
+  logo: {
+    type: String,
+    required: true,
+  },
+  serviceName: {
+    type: String,
+    default: '',
+  },
+  selected: {
+    type: Boolean,
+    default: false,
+  },
+})
+</script>
+
+<style scoped></style>

frontend/src/components/Settings/GeneralSettings.vue

@@ -101,6 +101,7 @@
             v-model="settings.doc.dropdown_items"
             doctype="CRM Dropdown Item"
             parentDoctype="FCRM Settings"
+            parentFieldname="dropdown_items"
           />
         </div>
       </div>

frontend/src/components/Settings/InviteMemberPage.vue

@@ -20,6 +20,7 @@
             :error-message="
               (value) => __('{0} is an invalid email address', [value])
             "
+            :fetchContacts="false"
           />
         </div>
         <FormControl
@@ -127,10 +128,17 @@ const inviteByEmail = createResource({
       role: role.value,
     }
   },
-  onSuccess() {
+  onSuccess(data) {
+    if (data?.existing_invites?.length) {
+      error.value = __('Agent with email {0} already exists', [
+        data.existing_invites.join(', '),
+      ])
+    } else {
+      role.value = 'Sales User'
+      error.value = null
+    }
+
     invitees.value = []
-    role.value = 'Sales User'
-    error.value = null
     pendingInvitations.reload()
     updateOnboardingStep('invite_your_team')
   },

frontend/src/components/Settings/ProfileSettings.vue

@@ -57,7 +57,7 @@
             v-model="profile.email"
             :disabled="true"
           />
-          <FormControl
+          <Password
             class="w-full"
             label="Set new password"
             v-model="profile.new_password"
@@ -77,13 +77,15 @@
   </div>
 </template>
 <script setup>
+import Password from '@/components/Controls/Password.vue'
 import ProfileImageEditor from '@/components/Settings/ProfileImageEditor.vue'
 import { usersStore } from '@/stores/users'
-import { createToast } from '@/utils'
-import { Dialog, Avatar, createResource, ErrorMessage } from 'frappe-ui'
+import { Dialog, Avatar, createResource, ErrorMessage, toast } from 'frappe-ui'
+import { useOnboarding } from 'frappe-ui/frappe'
 import { ref, computed, onMounted } from 'vue'
 
 const { getUser, users } = usersStore()
+const { updateOnboardingStep } = useOnboarding('frappecrm')
 
 const user = computed(() => getUser() || {})
 
@@ -95,6 +97,13 @@ const error = ref('')
 
 function updateUser() {
   loading.value = true
+
+  let passwordUpdated = false
+
+  if (profile.value.new_password) {
+    passwordUpdated = true
+  }
+
   const fieldname = {
     first_name: profile.value.first_name,
     last_name: profile.value.last_name,
@@ -111,15 +120,14 @@ function updateUser() {
     },
     auto: true,
     onSuccess: () => {
+      if (passwordUpdated) {
+        updateOnboardingStep('setup_your_password')
+      }
       loading.value = false
       error.value = ''
       profile.value.new_password = ''
       showEditProfilePhotoModal.value = false
-      createToast({
-        title: __('Profile updated successfully'),
-        icon: 'check',
-        iconClasses: 'text-ink-green-3',
-      })
+      toast.success(__('Profile updated successfully'))
       users.reload()
     },
     onError: (err) => {

frontend/src/components/Settings/Settings.vue

@@ -6,8 +6,8 @@
   >
     <template #body>
       <div class="flex h-[calc(100vh_-_8rem)]">
-        <div class="flex w-52 shrink-0 flex-col bg-surface-gray-2 p-2">
-          <h1 class="mb-3 px-2 pt-2 text-lg font-semibold text-ink-gray-9">
+        <div class="flex flex-col p-2 w-52 shrink-0 bg-surface-gray-2">
+          <h1 class="px-2 pt-2 mb-3 text-lg font-semibold text-ink-gray-9">
             {{ __('Settings') }}
           </h1>
           <div v-for="tab in tabs">
@@ -34,7 +34,7 @@
           </div>
         </div>
         <div
-          class="flex relative flex-1 flex-col overflow-y-auto bg-surface-modal"
+          class="relative flex flex-col flex-1 overflow-y-auto bg-surface-modal"
         >
           <Button
             class="absolute right-5 top-5"
@@ -53,12 +53,14 @@ import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
 import ERPNextIcon from '@/components/Icons/ERPNextIcon.vue'
 import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
 import InviteIcon from '@/components/Icons/InviteIcon.vue'
+import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import GeneralSettings from '@/components/Settings/GeneralSettings.vue'
 import InviteMemberPage from '@/components/Settings/InviteMemberPage.vue'
 import ProfileSettings from '@/components/Settings/ProfileSettings.vue'
 import WhatsAppSettings from '@/components/Settings/WhatsAppSettings.vue'
 import ERPNextSettings from '@/components/Settings/ERPNextSettings.vue'
 import TelephonySettings from '@/components/Settings/TelephonySettings.vue'
+import EmailConfig from '@/components/Settings/EmailConfig.vue'
 import SidebarLink from '@/components/SidebarLink.vue'
 import { usersStore } from '@/stores/users'
 import {
@@ -101,6 +103,12 @@ const tabs = computed(() => {
           component: markRaw(InviteMemberPage),
           condition: () => isManager(),
         },
+        {
+          label: __('Email Accounts'),
+          icon: Email2Icon,
+          component: markRaw(EmailConfig),
+          condition: () => isManager(),
+        },
       ],
     },
     {

frontend/src/components/Settings/SettingsPage.vue

@@ -42,9 +42,10 @@ import {
   createResource,
   Spinner,
   Badge,
+  toast,
   ErrorMessage,
 } from 'frappe-ui'
-import { createToast, getRandom } from '@/utils'
+import { getRandom } from '@/utils'
 import { computed } from 'vue'
 
 const props = defineProps({
@@ -79,20 +80,10 @@ const data = createDocumentResource({
   auto: true,
   setValue: {
     onSuccess: () => {
-      createToast({
-        title: __('Success'),
-        text: __(props.successMessage),
-        icon: 'check',
-        iconClasses: 'text-ink-green-3',
-      })
+      toast.success(__(props.successMessage))
     },
     onError: (err) => {
-      createToast({
-        title: __('Error'),
-        text: err.message + ': ' + err.messages[0],
-        icon: 'x',
-        iconClasses: 'text-ink-red-4',
-      })
+      toast.error(err.message + ': ' + err.messages[0])
     },
   },
 })

frontend/src/components/Settings/TelephonySettings.vue

@@ -87,7 +87,8 @@ import {
 } from 'frappe-ui'
 import { defaultCallingMedium } from '@/composables/settings'
 import { usersStore } from '@/stores/users'
-import { createToast, getRandom } from '@/utils'
+import { toast } from 'frappe-ui'
+import { getRandom } from '@/utils'
 import { ref, computed, watch } from 'vue'
 
 const { isManager, isAgent } = usersStore()
@@ -119,20 +120,10 @@ const twilio = createDocumentResource({
   auto: true,
   setValue: {
     onSuccess: () => {
-      createToast({
-        title: __('Success'),
-        text: __('Twilio settings updated successfully'),
-        icon: 'check',
-        iconClasses: 'text-ink-green-3',
-      })
+      toast.success(__('Twilio settings updated successfully'))
     },
     onError: (err) => {
-      createToast({
-        title: __('Error'),
-        text: err.message + ': ' + err.messages[0],
-        icon: 'x',
-        iconClasses: 'text-ink-red-4',
-      })
+      toast.error(err.message + ': ' + err.messages[0])
     },
   },
 })
@@ -144,20 +135,10 @@ const exotel = createDocumentResource({
   auto: true,
   setValue: {
     onSuccess: () => {
-      createToast({
-        title: __('Success'),
-        text: __('Exotel settings updated successfully'),
-        icon: 'check',
-        iconClasses: 'text-ink-green-3',
-      })
+      toast.success(__('Exotel settings updated successfully'))
     },
     onError: (err) => {
-      createToast({
-        title: __('Error'),
-        text: err.message + ': ' + err.messages[0],
-        icon: 'x',
-        iconClasses: 'text-ink-red-4',
-      })
+      toast.error(err.message + ': ' + err.messages[0])
     },
   },
 })
@@ -294,12 +275,7 @@ async function updateMedium() {
   })
   mediumChanged.value = false
   error.value = ''
-  createToast({
-    title: __('Success'),
-    text: __('Default calling medium updated successfully'),
-    icon: 'check',
-    iconClasses: 'text-ink-green-3',
-  })
+  toast.success(__('Default calling medium updated successfully'))
 }
 
 const error = ref('')

frontend/src/components/Settings/emailConfig.js

@@ -0,0 +1,186 @@
+import { validateEmail } from '../../utils'
+
+import LogoGmail from '@/images/gmail.png'
+import LogoOutlook from '@/images/outlook.png'
+import LogoSendgrid from '@/images/sendgrid.png'
+import LogoSparkpost from '@/images/sparkpost.webp'
+import LogoYahoo from '@/images/yahoo.png'
+import LogoYandex from '@/images/yandex.png'
+import LogoFrappeMail from '@/images/frappe-mail.svg'
+
+const fixedFields = [
+  {
+    label: __('Account Name'),
+    name: 'email_account_name',
+    type: 'text',
+    placeholder: __('Support / Sales'),
+  },
+  {
+    label: 'Email ID',
+    name: 'email_id',
+    type: 'email',
+    placeholder: 'johndoe@example.com',
+  },
+]
+
+export const incomingOutgoingFields = [
+  {
+    label: __('Enable Incoming'),
+    name: 'enable_incoming',
+    type: 'checkbox',
+    description: __(
+      'If enabled, records can be created from the incoming emails on this account.',
+    ),
+  },
+  {
+    label: __('Enable Outgoing'),
+    name: 'enable_outgoing',
+    type: 'checkbox',
+    description: __(
+      'If enabled, outgoing emails can be sent from this account.',
+    ),
+  },
+  {
+    label: __('Default Incoming'),
+    name: 'default_incoming',
+    type: 'checkbox',
+    description: __(
+      'If enabled, all replies to your company (eg: replies@yourcomany.com) will come to this account. Note: Only one account can be default incoming.',
+    ),
+  },
+  {
+    label: __('Default Outgoing'),
+    name: 'default_outgoing',
+    type: 'checkbox',
+    description: __(
+      'If enabled, all outgoing emails will be sent from this account. Note: Only one account can be default outgoing.',
+    ),
+  },
+]
+
+export const popularProviderFields = [
+  ...fixedFields,
+  {
+    label: __('Password'),
+    name: 'password',
+    type: 'password',
+    placeholder: '********',
+  },
+]
+
+export const customProviderFields = [
+  ...fixedFields,
+  {
+    label: 'Frappe Mail Site',
+    name: 'frappe_mail_site',
+    type: 'text',
+    placeholder: 'https://frappemail.com',
+  },
+  {
+    label: 'API Key',
+    name: 'api_key',
+    type: 'text',
+    placeholder: '********',
+  },
+  {
+    label: 'API Secret',
+    name: 'api_secret',
+    type: 'password',
+    placeholder: '********',
+  },
+]
+
+export const services = [
+  {
+    name: 'GMail',
+    icon: LogoGmail,
+    info: __(`Setting up GMail requires you to enable two factor authentication
+		  and app specific passwords. Read more`),
+    link: 'https://support.google.com/accounts/answer/185833',
+    custom: false,
+  },
+  {
+    name: 'Outlook',
+    icon: LogoOutlook,
+    info: __(`Setting up Outlook requires you to enable two factor authentication
+		  and app specific passwords. Read more`),
+    link: 'https://support.microsoft.com/en-us/account-billing/how-to-get-and-use-app-passwords-5896ed9b-4263-e681-128a-a6f2979a7944',
+    custom: false,
+  },
+  {
+    name: 'Sendgrid',
+    icon: LogoSendgrid,
+    info: __(`Setting up Sendgrid requires you to enable two factor authentication
+		  and app specific passwords. Read more `),
+    link: 'https://sendgrid.com/docs/ui/account-and-settings/two-factor-authentication/',
+    custom: false,
+  },
+  {
+    name: 'SparkPost',
+    icon: LogoSparkpost,
+    info: __(`Setting up SparkPost requires you to enable two factor authentication
+		  and app specific passwords. Read more `),
+    link: 'https://support.sparkpost.com/docs/my-account-and-profile/enabling-two-factor-authentication',
+    custom: false,
+  },
+  {
+    name: 'Yahoo',
+    icon: LogoYahoo,
+    info: __(`Setting up Yahoo requires you to enable two factor authentication
+		  and app specific passwords. Read more `),
+    link: 'https://help.yahoo.com/kb/SLN15241.html',
+    custom: false,
+  },
+  {
+    name: 'Yandex',
+    icon: LogoYandex,
+    info: __(`Setting up Yandex requires you to enable two factor authentication
+		  and app specific passwords. Read more `),
+    link: 'https://yandex.com/support/id/authorization/app-passwords.html',
+    custom: false,
+  },
+  {
+    name: 'Frappe Mail',
+    icon: LogoFrappeMail,
+    info: __(
+      `Setting up Frappe Mail requires you to have an API key and API Secret of your email account. Read more `,
+    ),
+    link: 'https://github.com/frappe/mail',
+    custom: true,
+  },
+]
+
+export const emailIcon = {
+  GMail: LogoGmail,
+  Outlook: LogoOutlook,
+  Sendgrid: LogoSendgrid,
+  SparkPost: LogoSparkpost,
+  Yahoo: LogoYahoo,
+  Yandex: LogoYandex,
+  'Frappe Mail': LogoFrappeMail,
+}
+
+export function validateInputs(state, isCustom) {
+  if (!state.email_account_name) {
+    return __('Account name is required')
+  }
+  if (!state.email_id) {
+    return __('Email ID is required')
+  }
+  const validEmail = validateEmail(state.email_id)
+  if (!validEmail) {
+    return __('Invalid email ID')
+  }
+  if (!isCustom && !state.password) {
+    return __('Password is required')
+  }
+  if (isCustom) {
+    if (!state.api_key) {
+      return __('API Key is required')
+    }
+    if (!state.api_secret) {
+      return
+    }
+  }
+  return ''
+}

frontend/src/components/SidePanelLayout.vue

@@ -1,5 +1,8 @@
 <template>
-  <div class="sections flex flex-col overflow-y-auto">
+  <div
+    v-if="!document.get?.loading"
+    class="sections flex flex-col overflow-y-auto"
+  >
     <template v-for="(section, i) in _sections" :key="section.name">
       <div v-if="section.visible" class="section flex flex-col">
         <div
@@ -50,7 +53,7 @@
                             (field.mandatory_depends_on &&
                               field.mandatory_via_depends_on)
                           "
-                          class="text-ink-red-3"
+                          class="text-ink-red-2"
                           >*</span
                         >
                       </div>
@@ -62,26 +65,33 @@
                         <div
                           v-if="
                             field.read_only &&
-                            !['Check', 'Dropdown'].includes(field.fieldtype)
+                            ![
+                              'Int',
+                              'Float',
+                              'Currency',
+                              'Percent',
+                              'Check',
+                              'Dropdown',
+                            ].includes(field.fieldtype)
                           "
                           class="flex h-7 cursor-pointer items-center px-2 py-1 text-ink-gray-5"
                         >
                           <Tooltip :text="__(field.tooltip)">
-                            <div>{{ data[field.fieldname] }}</div>
+                            <div>{{ document.doc[field.fieldname] }}</div>
                           </Tooltip>
                         </div>
                         <div v-else-if="field.fieldtype === 'Dropdown'">
                           <NestedPopover>
                             <template #target="{ open }">
                               <Button
-                                :label="data[field.fieldname]"
+                                :label="document.doc[field.fieldname]"
                                 class="dropdown-button flex w-full items-center justify-between rounded border border-gray-100 bg-surface-gray-2 px-2 py-1.5 text-base text-ink-gray-8 placeholder-ink-gray-4 transition-colors hover:border-outline-gray-modals hover:bg-surface-gray-3 focus:border-outline-gray-4 focus:bg-surface-white focus:shadow-sm focus:outline-none focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3"
                               >
                                 <div
-                                  v-if="data[field.fieldname]"
+                                  v-if="document.doc[field.fieldname]"
                                   class="truncate"
                                 >
-                                  {{ data[field.fieldname] }}
+                                  {{ document.doc[field.fieldname] }}
                                 </div>
                                 <div
                                   v-else
@@ -138,13 +148,9 @@
                           v-else-if="field.fieldtype == 'Check'"
                           class="form-control"
                           type="checkbox"
-                          v-model="data[field.fieldname]"
+                          v-model="document.doc[field.fieldname]"
                           @change.stop="
-                            emit(
-                              'update',
-                              field.fieldname,
-                              $event.target.checked,
-                            )
+                            fieldChange($event.target.checked, field)
                           "
                           :disabled="Boolean(field.read_only)"
                         />
@@ -159,43 +165,40 @@
                           "
                           class="form-control"
                           type="textarea"
-                          :value="data[field.fieldname]"
+                          :value="document.doc[field.fieldname]"
                           :placeholder="field.placeholder"
                           :debounce="500"
-                          @change.stop="
-                            emit('update', field.fieldname, $event.target.value)
-                          "
+                          @change.stop="fieldChange($event.target.value, field)"
                         />
                         <FormControl
                           v-else-if="field.fieldtype === 'Select'"
                           class="form-control cursor-pointer [&_select]:cursor-pointer truncate"
                           type="select"
-                          v-model="data[field.fieldname]"
+                          v-model="document.doc[field.fieldname]"
                           :options="field.options"
                           :placeholder="field.placeholder"
-                          @change.stop="
-                            emit('update', field.fieldname, $event.target.value)
-                          "
+                          @change.stop="fieldChange($event.target.value, field)"
                         />
                         <Link
                           v-else-if="field.fieldtype === 'User'"
                           class="form-control"
                           :value="
-                            data[field.fieldname] &&
-                            getUser(data[field.fieldname]).full_name
+                            document.doc[field.fieldname] &&
+                            getUser(document.doc[field.fieldname]).full_name
                           "
                           doctype="User"
                           :filters="field.filters"
-                          @change="
-                            (data) => emit('update', field.fieldname, data)
-                          "
+                          @change="(v) => fieldChange(v, field)"
                           :placeholder="'Select' + ' ' + field.label + '...'"
                           :hideMe="true"
                         >
-                          <template v-if="data[field.fieldname]" #prefix>
+                          <template
+                            v-if="document.doc[field.fieldname]"
+                            #prefix
+                          >
                             <UserAvatar
                               class="mr-1.5"
-                              :user="data[field.fieldname]"
+                              :user="document.doc[field.fieldname]"
                               size="sm"
                             />
                           </template>
@@ -215,15 +218,19 @@
                           </template>
                         </Link>
                         <Link
-                          v-else-if="field.fieldtype === 'Link'"
+                          v-else-if="
+                            ['Link', 'Dynamic Link'].includes(field.fieldtype)
+                          "
                           class="form-control select-text"
-                          :value="data[field.fieldname]"
-                          :doctype="field.options"
+                          :value="document.doc[field.fieldname]"
+                          :doctype="
+                            field.fieldtype == 'Link'
+                              ? field.options
+                              : document.doc[field.options]
+                          "
                           :filters="field.filters"
                           :placeholder="field.placeholder"
-                          @change="
-                            (data) => emit('update', field.fieldname, data)
-                          "
+                          @change="(v) => fieldChange(v, field)"
                           :onCreate="field.create"
                         />
                         <div
@@ -232,15 +239,13 @@
                         >
                           <DateTimePicker
                             icon-left=""
-                            :value="data[field.fieldname]"
+                            :value="document.doc[field.fieldname]"
                             :formatter="
                               (date) => getFormat(date, '', true, true)
                             "
                             :placeholder="field.placeholder"
                             placement="left-start"
-                            @change="
-                              (data) => emit('update', field.fieldname, data)
-                            "
+                            @change="(v) => fieldChange(v, field)"
                           />
                         </div>
                         <div
@@ -249,81 +254,82 @@
                         >
                           <DatePicker
                             icon-left=""
-                            :value="data[field.fieldname]"
+                            :value="document.doc[field.fieldname]"
                             :formatter="(date) => getFormat(date, '', true)"
                             :placeholder="field.placeholder"
                             placement="left-start"
-                            @change="
-                              (data) => emit('update', field.fieldname, data)
-                            "
+                            @change="(v) => fieldChange(v, field)"
                           />
                         </div>
-                        <FormControl
+                        <FormattedInput
                           v-else-if="field.fieldtype === 'Percent'"
                           class="form-control"
                           type="text"
-                          :value="getFormattedPercent(field.fieldname, data)"
+                          :value="
+                            getFormattedPercent(field.fieldname, document.doc)
+                          "
                           :placeholder="field.placeholder"
                           :debounce="500"
                           @change.stop="
-                            emit(
-                              'update',
-                              field.fieldname,
-                              flt($event.target.value),
-                            )
+                            fieldChange(flt($event.target.value), field)
                           "
+                          :disabled="Boolean(field.read_only)"
                         />
-                        <FormControl
+                        <Password
+                          v-else-if="field.fieldtype === 'Password'"
+                          class="form-control"
+                          :value="document.doc[field.fieldname]"
+                          :placeholder="field.placeholder"
+                          :debounce="500"
+                          @change.stop="fieldChange($event.target.value, field)"
+                          :disabled="Boolean(field.read_only)"
+                        />
+                        <FormattedInput
                           v-else-if="field.fieldtype === 'Int'"
                           class="form-control"
-                          type="number"
-                          v-model="data[field.fieldname]"
+                          type="text"
+                          :value="document.doc[field.fieldname] || '0'"
                           :placeholder="field.placeholder"
                           :debounce="500"
-                          @change.stop="
-                            emit('update', field.fieldname, $event.target.value)
-                          "
+                          @change.stop="fieldChange($event.target.value, field)"
+                          :disabled="Boolean(field.read_only)"
                         />
-                        <FormControl
+                        <FormattedInput
                           v-else-if="field.fieldtype === 'Float'"
                           class="form-control"
                           type="text"
-                          :value="getFormattedFloat(field.fieldname, data)"
+                          :value="
+                            getFormattedFloat(field.fieldname, document.doc)
+                          "
                           :placeholder="field.placeholder"
                           :debounce="500"
                           @change.stop="
-                            emit(
-                              'update',
-                              field.fieldname,
-                              flt($event.target.value),
-                            )
+                            fieldChange(flt($event.target.value), field)
                           "
+                          :disabled="Boolean(field.read_only)"
                         />
-                        <FormControl
+                        <FormattedInput
                           v-else-if="field.fieldtype === 'Currency'"
                           class="form-control"
                           type="text"
-                          :value="getFormattedCurrency(field.fieldname, data)"
+                          :value="
+                            getFormattedCurrency(field.fieldname, document.doc)
+                          "
                           :placeholder="field.placeholder"
                           :debounce="500"
                           @change.stop="
-                            emit(
-                              'update',
-                              field.fieldname,
-                              flt($event.target.value),
-                            )
+                            fieldChange(flt($event.target.value), field)
                           "
+                          :disabled="Boolean(field.read_only)"
                         />
                         <FormControl
                           v-else
                           class="form-control"
                           type="text"
-                          :value="data[field.fieldname]"
+                          :value="document.doc[field.fieldname]"
                           :placeholder="field.placeholder"
                           :debounce="500"
-                          @change.stop="
-                            emit('update', field.fieldname, $event.target.value)
-                          "
+                          @change.stop="fieldChange($event.target.value, field)"
                         />
                       </div>
                       <div class="ml-1">
@@ -331,19 +337,23 @@
                           v-if="
                             field.fieldtype === 'Link' &&
                             field.link &&
-                            data[field.fieldname]
+                            document.doc[field.fieldname]
                           "
                           class="h-4 w-4 shrink-0 cursor-pointer text-ink-gray-5 hover:text-ink-gray-8"
-                          @click.stop="field.link(data[field.fieldname])"
+                          @click.stop="
+                            field.link(document.doc[field.fieldname])
+                          "
                         />
                         <EditIcon
                           v-if="
                             field.fieldtype === 'Link' &&
                             field.edit &&
-                            data[field.fieldname]
+                            document.doc[field.fieldname]
                           "
                           class="size-3.5 shrink-0 cursor-pointer text-ink-gray-5 hover:text-ink-gray-8"
-                          @click.stop="field.edit(data[field.fieldname])"
+                          @click.stop="
+                            field.edit(document.doc[field.fieldname])
+                          "
                         />
                       </div>
                     </div>
@@ -365,6 +375,8 @@
 </template>
 
 <script setup>
+import Password from '@/components/Controls/Password.vue'
+import FormattedInput from '@/components/Controls/FormattedInput.vue'
 import Section from '@/components/Section.vue'
 import NestedPopover from '@/components/NestedPopover.vue'
 import DropdownItem from '@/components/DropdownItem.vue'
@@ -380,6 +392,7 @@ import { isMobileView } from '@/composables/settings'
 import { getFormat, evaluateDependsOnValue } from '@/utils'
 import { flt } from '@/utils/numberFormat.js'
 import { Tooltip, DateTimePicker, DatePicker } from 'frappe-ui'
+import { useDocument } from '@/data/document'
 import { ref, computed } from 'vue'
 
 const props = defineProps({
@@ -389,6 +402,11 @@ const props = defineProps({
   doctype: {
     type: String,
     default: 'CRM Lead',
+    required: true,
+  },
+  docname: {
+    type: String,
+    required: true,
   },
   preview: {
     type: Boolean,
@@ -401,13 +419,22 @@ const props = defineProps({
 
 const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
   getMeta(props.doctype)
+
 const { isManager, getUser } = usersStore()
 
-const emit = defineEmits(['update', 'reload'])
+const emit = defineEmits(['reload'])
 
-const data = defineModel()
 const showSidePanelModal = ref(false)
 
+let document = { doc: {} }
+let triggerOnChange
+
+if (props.docname) {
+  let d = useDocument(props.doctype, props.docname)
+  document = d.document
+  triggerOnChange = d.triggerOnChange
+}
+
 const _sections = computed(() => {
   if (!props.sections?.length) return []
   let editButtonAdded = false
@@ -447,11 +474,11 @@ function parsedField(field) {
     placeholder: field.placeholder || field.label,
     display_via_depends_on: evaluateDependsOnValue(
       field.depends_on,
-      data.value,
+      document.doc,
     ),
     mandatory_via_depends_on: evaluateDependsOnValue(
       field.mandatory_depends_on,
-      data.value,
+      document.doc,
     ),
   }
 
@@ -459,6 +486,16 @@ function parsedField(field) {
   return _field
 }
 
+async function fieldChange(value, df) {
+  if (props.preview) return
+
+  document.doc[df.fieldname] = value
+
+  await triggerOnChange(df.fieldname)
+
+  document.save.submit()
+}
+
 function parsedSection(section, editButtonAdded) {
   let isContactSection = section.name == 'contacts_section'
   section.showEditButton = !(
@@ -479,7 +516,7 @@ function isFieldVisible(field) {
   if (props.preview) return true
   return (
     (field.fieldtype == 'Check' ||
-      (field.read_only && data.value[field.fieldname]) ||
+      (field.read_only && document.doc?.[field.fieldname]) ||
       !field.read_only) &&
     (!field.depends_on || field.display_via_depends_on) &&
     !field.hidden