refactor: renamed exotel agent to telephony agent

will maintain agents details for twilio and exotel

crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.js

@@ -1,7 +1,7 @@
 // Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-// frappe.ui.form.on("CRM Exotel Agent", {
+// frappe.ui.form.on("CRM Telephony Agent", {
 // 	refresh(frm) {
 
 // 	},

crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.json

@@ -1,7 +1,7 @@
 {
  "actions": [],
  "allow_rename": 1,
- "autoname": "field:mobile_no",
+ "autoname": "field:user",
  "creation": "2025-01-11 16:12:46.602782",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -10,7 +10,14 @@
   "user_name",
   "column_break_hdec",
   "mobile_no",
-  "exotel_number"
+  "section_break_ozjn",
+  "twilio",
+  "twilio_number",
+  "column_break_aydj",
+  "exotel",
+  "exotel_number",
+  "section_break_phlq",
+  "phone_nos"
  ],
  "fields": [
   {
@@ -20,7 +27,8 @@
    "in_standard_filter": 1,
    "label": "User",
    "options": "User",
-   "reqd": 1
+   "reqd": 1,
+   "unique": 1
   },
   {
    "fieldname": "column_break_hdec",
@@ -32,8 +40,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Mobile No.",
-   "reqd": 1,
+   "read_only": 1
-   "unique": 1
   },
   {
    "fetch_from": "user.full_name",
@@ -44,19 +51,56 @@
    "label": "User Name"
   },
   {
+   "depends_on": "exotel",
    "fieldname": "exotel_number",
    "fieldtype": "Data",
-   "in_list_view": 1,
+   "label": "Exotel Number",
-   "in_standard_filter": 1,
+   "mandatory_depends_on": "exotel"
-   "label": "Exotel Number"
+  },
+  {
+   "fieldname": "section_break_phlq",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "section_break_ozjn",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_aydj",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "twilio",
+   "fieldname": "twilio_number",
+   "fieldtype": "Data",
+   "label": "Twilio Number",
+   "mandatory_depends_on": "twilio"
+  },
+  {
+   "fieldname": "phone_nos",
+   "fieldtype": "Table",
+   "label": "Phone Numbers",
+   "options": "CRM Telephony Phone"
+  },
+  {
+   "default": "0",
+   "fieldname": "twilio",
+   "fieldtype": "Check",
+   "label": "Twilio"
+  },
+  {
+   "default": "0",
+   "fieldname": "exotel",
+   "fieldtype": "Check",
+   "label": "Exotel"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-01-15 20:03:31.162162",
+ "modified": "2025-01-19 14:12:51.596987",
  "modified_by": "Administrator",
  "module": "FCRM",
- "name": "CRM Exotel Agent",
+ "name": "CRM Telephony Agent",
  "naming_rule": "By fieldname",
  "owner": "Administrator",
  "permissions": [

crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.py

@@ -0,0 +1,34 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+
+
+class CRMTelephonyAgent(Document):
+	def validate(self):
+		self.set_primary()
+
+	def set_primary(self):
+		# Used to set primary mobile no.
+		if len(self.phone_nos) == 0:
+			self.mobile_no = ""
+			return
+
+		is_primary = [phone.number for phone in self.phone_nos if phone.get("is_primary")]
+
+		if len(is_primary) > 1:
+			frappe.throw(
+				_("Only one {0} can be set as primary.").format(frappe.bold(frappe.unscrub("mobile_no")))
+			)
+
+		primary_number_exists = False
+		for d in self.phone_nos:
+			if d.get("is_primary") == 1:
+				primary_number_exists = True
+				self.mobile_no = d.number
+				break
+
+		if not primary_number_exists:
+			self.mobile_no = ""

crm/fcrm/doctype/crm_telephony_agent/test_crm_telephony_agent.py

@@ -4,7 +4,6 @@
 # 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
@@ -12,18 +11,18 @@ EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 
 
-class UnitTestCRMExotelAgent(UnitTestCase):
+class UnitTestCRMTelephonyAgent(UnitTestCase):
 	"""
-	Unit tests for CRMExotelAgent.
+	Unit tests for CRMTelephonyAgent.
 	Use this class for testing individual functions and methods.
 	"""
 
 	pass
 
 
-class IntegrationTestCRMExotelAgent(IntegrationTestCase):
+class IntegrationTestCRMTelephonyAgent(IntegrationTestCase):
 	"""
-	Integration tests for CRMExotelAgent.
+	Integration tests for CRMTelephonyAgent.
 	Use this class for testing interactions between multiple components.
 	"""
 

crm/fcrm/doctype/crm_telephony_phone/crm_telephony_phone.json

@@ -0,0 +1,40 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-01-19 13:57:01.702519",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "number",
+  "is_primary"
+ ],
+ "fields": [
+  {
+   "fieldname": "number",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Number",
+   "reqd": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_primary",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Is Primary"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2025-01-19 13:58:59.063775",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Telephony Phone",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_telephony_phone/crm_telephony_phone.py

@@ -5,5 +5,5 @@
 from frappe.model.document import Document
 
 
-class CRMExotelAgent(Document):
+class CRMTelephonyPhone(Document):
 	pass