318 lines
7.8 KiB
Python
318 lines
7.8 KiB
Python
import json
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import frappe
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from frappe import _
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from frappe.utils.caching import redis_cache
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from frappe.desk.form.load import get_docinfo
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@frappe.whitelist()
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def get_activities(name):
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if frappe.db.exists("CRM Deal", name):
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return get_deal_activities(name)
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elif frappe.db.exists("CRM Lead", name):
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return get_lead_activities(name)
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else:
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frappe.throw(_("Document not found"), frappe.DoesNotExistError)
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def get_deal_activities(name):
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get_docinfo('', "CRM Deal", name)
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docinfo = frappe.response["docinfo"]
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deal_meta = frappe.get_meta("CRM Deal")
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deal_fields = {field.fieldname: {"label": field.label, "options": field.options} for field in deal_meta.fields}
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avoid_fields = [
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"lead",
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"response_by",
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"sla_creation",
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"sla",
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"first_response_time",
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"first_responded_on",
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]
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doc = frappe.db.get_values("CRM Deal", name, ["creation", "owner", "lead"])[0]
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lead = doc[2]
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activities = []
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calls = []
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notes = []
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creation_text = "created this deal"
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if lead:
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activities, calls, notes = get_lead_activities(lead)
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creation_text = "converted the lead to this deal"
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activities.append({
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"activity_type": "creation",
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"creation": doc[0],
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"owner": doc[1],
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"data": creation_text,
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"is_lead": False,
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})
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docinfo.versions.reverse()
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for version in docinfo.versions:
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data = json.loads(version.data)
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if not data.get("changed"):
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continue
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if change := data.get("changed")[0]:
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field = deal_fields.get(change[0], None)
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if not field or change[0] in avoid_fields or (not change[1] and not change[2]):
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continue
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field_label = field.get("label") or change[0]
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field_option = field.get("options") or None
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activity_type = "changed"
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data = {
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"field": change[0],
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"field_label": field_label,
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"old_value": change[1],
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"value": change[2],
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}
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if not change[1] and change[2]:
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activity_type = "added"
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data = {
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"field": change[0],
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"field_label": field_label,
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"value": change[2],
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}
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elif change[1] and not change[2]:
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activity_type = "removed"
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data = {
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"field": change[0],
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"field_label": field_label,
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"value": change[1],
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}
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activity = {
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"activity_type": activity_type,
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"creation": version.creation,
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"owner": version.owner,
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"data": data,
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"is_lead": False,
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"options": field_option,
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}
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activities.append(activity)
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for comment in docinfo.comments:
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activity = {
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"name": comment.name,
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"activity_type": "comment",
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"creation": comment.creation,
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"owner": comment.owner,
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"content": comment.content,
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"is_lead": False,
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}
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activities.append(activity)
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for communication in docinfo.communications:
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activity = {
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"activity_type": "communication",
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"creation": communication.creation,
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"data": {
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"subject": communication.subject,
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"content": communication.content,
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"sender_full_name": communication.sender_full_name,
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"sender": communication.sender,
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"recipients": communication.recipients,
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"cc": communication.cc,
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"bcc": communication.bcc,
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"attachments": get_attachments(communication.name),
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"read_by_recipient": communication.read_by_recipient,
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},
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"is_lead": False,
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}
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activities.append(activity)
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calls = calls + get_linked_calls(name)
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notes = notes + get_linked_notes(name)
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activities.sort(key=lambda x: x["creation"], reverse=True)
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activities = handle_multiple_versions(activities)
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return activities, calls, notes
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def get_lead_activities(name):
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get_docinfo('', "CRM Lead", name)
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docinfo = frappe.response["docinfo"]
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lead_meta = frappe.get_meta("CRM Lead")
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lead_fields = {field.fieldname: {"label": field.label, "options": field.options} for field in lead_meta.fields}
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avoid_fields = [
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"converted",
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"response_by",
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"sla_creation",
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"sla",
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"first_response_time",
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"first_responded_on",
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]
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doc = frappe.db.get_values("CRM Lead", name, ["creation", "owner"])[0]
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activities = [{
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"activity_type": "creation",
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"creation": doc[0],
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"owner": doc[1],
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"data": "created this lead",
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"is_lead": True,
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}]
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docinfo.versions.reverse()
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for version in docinfo.versions:
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data = json.loads(version.data)
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if not data.get("changed"):
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continue
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if change := data.get("changed")[0]:
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field = lead_fields.get(change[0], None)
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if not field or change[0] in avoid_fields or (not change[1] and not change[2]):
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continue
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field_label = field.get("label") or change[0]
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field_option = field.get("options") or None
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activity_type = "changed"
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data = {
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"field": change[0],
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"field_label": field_label,
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"old_value": change[1],
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"value": change[2],
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}
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if not change[1] and change[2]:
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activity_type = "added"
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data = {
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"field": change[0],
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"field_label": field_label,
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"value": change[2],
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}
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elif change[1] and not change[2]:
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activity_type = "removed"
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data = {
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"field": change[0],
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"field_label": field_label,
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"value": change[1],
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}
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activity = {
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"activity_type": activity_type,
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"creation": version.creation,
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"owner": version.owner,
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"data": data,
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"is_lead": True,
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"options": field_option,
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}
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activities.append(activity)
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for comment in docinfo.comments:
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activity = {
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"name": comment.name,
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"activity_type": "comment",
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"creation": comment.creation,
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"owner": comment.owner,
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"content": comment.content,
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"is_lead": True,
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}
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activities.append(activity)
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for communication in docinfo.communications:
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activity = {
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"activity_type": "communication",
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"creation": communication.creation,
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"data": {
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"subject": communication.subject,
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"content": communication.content,
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"sender_full_name": communication.sender_full_name,
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"sender": communication.sender,
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"recipients": communication.recipients,
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"cc": communication.cc,
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"bcc": communication.bcc,
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"attachments": get_attachments(communication.name),
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"read_by_recipient": communication.read_by_recipient,
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},
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"is_lead": True,
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}
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activities.append(activity)
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calls = get_linked_calls(name)
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notes = get_linked_notes(name)
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activities.sort(key=lambda x: x["creation"], reverse=True)
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activities = handle_multiple_versions(activities)
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return activities, calls, notes
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@redis_cache()
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def get_attachments(name):
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return frappe.db.get_all(
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"File",
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filters={"attached_to_doctype": "Communication", "attached_to_name": name},
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fields=["name", "file_name", "file_url", "file_size", "is_private"],
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)
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def handle_multiple_versions(versions):
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activities = []
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grouped_versions = []
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old_version = None
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for version in versions:
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is_version = version["activity_type"] in ["changed", "added", "removed"]
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if not is_version:
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activities.append(version)
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if not old_version:
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old_version = version
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if is_version: grouped_versions.append(version)
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continue
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if is_version and old_version.get("owner") and version["owner"] == old_version["owner"]:
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grouped_versions.append(version)
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else:
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if grouped_versions:
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activities.append(parse_grouped_versions(grouped_versions))
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grouped_versions = []
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if is_version: grouped_versions.append(version)
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old_version = version
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if version == versions[-1] and grouped_versions:
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activities.append(parse_grouped_versions(grouped_versions))
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return activities
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def parse_grouped_versions(versions):
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version = versions[0]
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if len(versions) == 1:
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return version
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other_versions = versions[1:]
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version["other_versions"] = other_versions
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return version
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def get_linked_calls(name):
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calls = frappe.db.get_all(
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"CRM Call Log",
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filters={"reference_docname": name},
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fields=[
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"name",
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"caller",
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"receiver",
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"from",
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"to",
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"duration",
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"start_time",
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"end_time",
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"status",
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"type",
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"recording_url",
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"creation",
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"note",
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],
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)
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return calls or []
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def get_linked_notes(name):
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notes = frappe.db.get_all(
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"CRM Note",
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filters={"reference_docname": name},
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fields=['name', 'title', 'content', 'owner', 'modified'],
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)
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return notes or []
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