Merge pull request #410 from shariquerik/reset-defaults

fix: Restore defaults

crm/fcrm/doctype/fcrm_settings/fcrm_settings.js

@@ -0,0 +1,42 @@
+// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on("FCRM Settings", {
+	// refresh(frm) {
+
+	// },
+	restore_defaults: function (frm) {
+		let message = __(
+			"This will restore (if not exist) all the default statuses, custom fields and layouts. Delete & Restore will delete default layouts and then restore them."
+		);
+		let d = new frappe.ui.Dialog({
+			title: __("Restore Defaults"),
+			primary_action_label: __("Restore"),
+			primary_action: () => {
+				frm.call("restore_defaults", { force: false }, () => {
+					frappe.show_alert({
+						message: __(
+							"Default statuses, custom fields and layouts restored successfully."
+						),
+						indicator: "green",
+					});
+				});
+				d.hide();
+			},
+			secondary_action_label: __("Delete & Restore"),
+			secondary_action: () => {
+				frm.call("restore_defaults", { force: true }, () => {
+					frappe.show_alert({
+						message: __(
+							"Default statuses, custom fields and layouts restored successfully."
+						),
+						indicator: "green",
+					});
+				});
+				d.hide();
+			},
+		});
+		d.show();
+		d.set_message(message);
+	},
+});

crm/fcrm/doctype/fcrm_settings/fcrm_settings.json

@@ -0,0 +1,40 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-09-29 13:48:02.715924",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "restore_defaults"
+ ],
+ "fields": [
+  {
+   "fieldname": "restore_defaults",
+   "fieldtype": "Button",
+   "label": "Restore Defaults"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "issingle": 1,
+ "links": [],
+ "modified": "2024-09-29 13:49:07.835379",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "FCRM Settings",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/fcrm_settings/fcrm_settings.py

@@ -0,0 +1,12 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe.model.document import Document
+from crm.install import after_install
+
+
+class FCRMSettings(Document):
+	@frappe.whitelist()
+	def restore_defaults(self, force=False):
+		after_install(force)

crm/fcrm/doctype/fcrm_settings/test_fcrm_settings.py

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

crm/install.py

@@ -9,11 +9,11 @@ from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
 def before_install():
 	pass
 
-def after_install():
+def after_install(force=False):
 	add_default_lead_statuses()
 	add_default_deal_statuses()
 	add_default_communication_statuses()
-	add_default_fields_layout()
+	add_default_fields_layout(force)
 	add_property_setter()
 	add_email_template_custom_fields()
 	add_default_industries()
@@ -111,7 +111,7 @@ def add_default_communication_statuses():
 		doc.status = status
 		doc.insert()
 
-def add_default_fields_layout():
+def add_default_fields_layout(force=False):
 	quick_entry_layouts = {
 		"CRM Lead-Quick Entry": {
 			"doctype": "CRM Lead",
@@ -148,7 +148,10 @@ def add_default_fields_layout():
 
 	for layout in quick_entry_layouts:
 		if frappe.db.exists("CRM Fields Layout", layout):
-			continue
+			if force:
+				frappe.delete_doc("CRM Fields Layout", layout)
+			else:
+				continue
 
 		doc = frappe.new_doc("CRM Fields Layout")
 		doc.type = "Quick Entry"
@@ -158,7 +161,10 @@ def add_default_fields_layout():
 
 	for layout in sidebar_fields_layouts:
 		if frappe.db.exists("CRM Fields Layout", layout):
-			continue
+			if force:
+				frappe.delete_doc("CRM Fields Layout", layout)
+			else:
+				continue
 
 		doc = frappe.new_doc("CRM Fields Layout")
 		doc.type = "Side Panel"
@@ -217,7 +223,6 @@ def add_default_industries():
 
 
 def add_default_lead_sources():
-
 	lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"]
 
 	for source in lead_sources: