Merge pull request #26 from shariquerik/contact-linking

feat: Contact linking

crm/api/contact.py

@@ -0,0 +1,107 @@
+import frappe
+
+
+def validate(doc, method):
+	set_primary_email(doc)
+	set_primary_mobile_no(doc)
+	doc.set_primary_email()
+	doc.set_primary("mobile_no")
+
+
+def set_primary_email(doc):
+	if not doc.email_ids:
+		return
+
+	if len(doc.email_ids) == 1:
+		doc.email_ids[0].is_primary = 1
+
+
+def set_primary_mobile_no(doc):
+	if not doc.phone_nos:
+		return
+
+	if len(doc.phone_nos) == 1:
+		doc.phone_nos[0].is_primary_mobile_no = 1
+
+
+@frappe.whitelist()
+def get_linked_deals(contact):
+	"""Get linked deals for a contact"""
+
+	if not frappe.has_permission("Contact", "read", contact):
+		frappe.throw("Not permitted", frappe.PermissionError)
+
+	deal_names = frappe.get_all(
+		"CRM Contacts",
+		filters={"contact": contact, "parenttype": "CRM Deal"},
+		fields=["parent"],
+		distinct=True,
+	)
+
+	# get deals data
+	deals = []
+	for d in deal_names:
+		deal = frappe.get_cached_doc(
+			"CRM Deal",
+			d.parent,
+			fields=[
+				"name",
+				"organization",
+				"annual_revenue",
+				"status",
+				"email",
+				"mobile_no",
+				"deal_owner",
+				"modified",
+			],
+		)
+		deals.append(deal.as_dict())
+
+	return deals
+
+
+@frappe.whitelist()
+def create_new(contact, field, value):
+	"""Create new email or phone for a contact"""
+	if not frappe.has_permission("Contact", "write", contact):
+		frappe.throw("Not permitted", frappe.PermissionError)
+
+	contact = frappe.get_doc("Contact", contact)
+
+	if field == "email":
+		contact.append("email_ids", {"email_id": value})
+	elif field in ("mobile_no", "phone"):
+		contact.append("phone_nos", {"phone": value})
+	else:
+		frappe.throw("Invalid field")
+
+	contact.save()
+	return True
+
+
+@frappe.whitelist()
+def set_as_primary(contact, field, value):
+	"""Set email or phone as primary for a contact"""
+	if not frappe.has_permission("Contact", "write", contact):
+		frappe.throw("Not permitted", frappe.PermissionError)
+
+	contact = frappe.get_doc("Contact", contact)
+
+	if field == "email":
+		for email in contact.email_ids:
+			if email.email_id == value:
+				email.is_primary = 1
+			else:
+				email.is_primary = 0
+	elif field in ("mobile_no", "phone"):
+		name = "is_primary_mobile_no" if field == "mobile_no" else "is_primary_phone"
+		for phone in contact.phone_nos:
+			if phone.phone == value:
+				phone.set(name, 1)
+			else:
+				phone.set(name, 0)
+	else:
+		frappe.throw("Invalid field")
+
+	contact.save()
+	return True

crm/api/session.py

@@ -23,12 +23,37 @@ def get_contacts():
 	if frappe.session.user == "Guest":
 		frappe.throw("Authentication failed", exc=frappe.AuthenticationError)
 
-	contacts = frappe.qb.get_query(
+	contacts = frappe.get_all(
 		"Contact",
-		fields=['name', 'first_name', 'last_name', 'full_name', 'image', 'email_id', 'mobile_no', 'phone', 'salutation', 'company_name', 'modified'],
+		fields=[
+			"name",
+			"salutation",
+			"first_name",
+			"last_name",
+			"full_name",
+			"image",
+			"email_id",
+			"mobile_no",
+			"phone",
+			"company_name",
+			"modified"
+		],
 		order_by="first_name asc",
 		distinct=True,
-	).run(as_dict=1)
+	)
+
+	for contact in contacts:
+		contact["email_ids"] = frappe.get_all(
+			"Contact Email",
+			filters={"parenttype": "Contact", "parent": contact.name},
+			fields=["email_id", "is_primary"],
+		)
+
+		contact["phone_nos"] = frappe.get_all(
+			"Contact Phone",
+			filters={"parenttype": "Contact", "parent": contact.name},
+			fields=["phone", "is_primary_phone", "is_primary_mobile_no"],
+		)
 
 	return contacts
 
@@ -39,7 +64,7 @@ def get_organizations():
 
 	organizations = frappe.qb.get_query(
 		"CRM Organization",
-		fields=['name', 'organization_name', 'organization_logo', 'website'],
+		fields=['*'],
 		order_by="name asc",
 		distinct=True,
 	).run(as_dict=1)

crm/fcrm/doctype/crm_contacts/crm_contacts.json

@@ -12,7 +12,8 @@
   "column_break_uvny",
   "gender",
   "mobile_no",
-  "phone"
+  "phone",
+  "is_primary"
  ],
  "fields": [
   {
@@ -55,7 +56,6 @@
    "fetch_from": "contact.phone",
    "fieldname": "phone",
    "fieldtype": "Data",
-   "in_list_view": 1,
    "label": "Phone",
    "options": "Phone",
    "read_only": 1
@@ -64,16 +64,22 @@
    "fetch_from": "contact.gender",
    "fieldname": "gender",
    "fieldtype": "Link",
-   "in_list_view": 1,
    "label": "Gender",
    "options": "Gender",
    "read_only": 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": "2023-08-25 19:19:27.813526",
+ "modified": "2023-11-12 14:58:18.846919",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Contacts",

crm/fcrm/doctype/crm_deal/api.py

@@ -1,9 +1,5 @@
-import json
-
 import frappe
 from frappe import _
-from frappe.desk.form.load import get_docinfo
-from crm.fcrm.doctype.crm_lead.api import get_activities as get_lead_activities
 
 
 @frappe.whitelist()
@@ -22,4 +18,11 @@ def get_deal(name):
 		frappe.throw(_("Deal not found"), frappe.DoesNotExistError)
 	deal = deal.pop()
 
+
+	deal["contacts"] = frappe.get_all(
+		"CRM Contacts",
+		filters={"parenttype": "CRM Deal", "parent": deal.name},
+		fields=["contact", "is_primary"],
+	)
+
 	return deal

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -21,7 +21,8 @@
   "column_break_bqvs",
   "contacts_tab",
   "email",
-  "mobile_no"
+  "mobile_no",
+  "contacts"
  ],
  "fields": [
   {
@@ -114,11 +115,17 @@
    "options": "Qualification\nDemo/Making\nProposal/Quotation\nNegotiation\nReady to Close\nWon\nLost",
    "reqd": 1,
    "search_index": 1
+  },
+  {
+   "fieldname": "contacts",
+   "fieldtype": "Table",
+   "label": "Contacts",
+   "options": "CRM Contacts"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-06 21:53:50.442404",
+ "modified": "2023-11-09 19:58:15.620483",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -1,11 +1,50 @@
 # Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-# import frappe
+import frappe
+from frappe import _
 from frappe.model.document import Document
 
 
 class CRMDeal(Document):
+	def validate(self):
+		self.set_primary_contact()
+		self.set_primary_email_mobile_no()
+
+	def set_primary_contact(self, contact=None):
+		if not self.contacts:
+			return
+
+		if not contact and len(self.contacts) == 1:
+			self.contacts[0].is_primary = 1
+		elif contact:
+			for d in self.contacts:
+				if d.contact == contact:
+					d.is_primary = 1
+				else:
+					d.is_primary = 0
+
+	def set_primary_email_mobile_no(self):
+		if not self.contacts:
+			self.email = ""
+			self.mobile_no = ""
+			return
+
+		if len([contact for contact in self.contacts if contact.is_primary]) > 1:
+			frappe.throw(_("Only one {0} can be set as primary.").format(frappe.bold("Contact")))
+
+		primary_contact_exists = False
+		for d in self.contacts:
+			if d.is_primary == 1:
+				primary_contact_exists = True
+				self.email = d.email.strip()
+				self.mobile_no = d.mobile_no.strip()
+				break
+
+		if not primary_contact_exists:
+			self.email = ""
+			self.mobile_no = ""
+
 	@staticmethod
 	def sort_options():
 		return [
@@ -17,3 +56,33 @@ def sort_options():
 			{ "label": 'Email', "value": 'email' },
 			{ "label": 'Mobile no', "value": 'mobile_no' },
 		]
+
+@frappe.whitelist()
+def add_contact(deal, contact):
+	if not frappe.has_permission("CRM Deal", "write", deal):
+		frappe.throw(_("Not allowed to add contact to Deal"), frappe.PermissionError)
+
+	deal = frappe.get_cached_doc("CRM Deal", deal)
+	deal.append("contacts", {"contact": contact})
+	deal.save()
+	return True
+
+@frappe.whitelist()
+def remove_contact(deal, contact):
+	if not frappe.has_permission("CRM Deal", "write", deal):
+		frappe.throw(_("Not allowed to remove contact from Deal"), frappe.PermissionError)
+
+	deal = frappe.get_cached_doc("CRM Deal", deal)
+	deal.contacts = [d for d in deal.contacts if d.contact != contact]
+	deal.save()
+	return True
+
+@frappe.whitelist()
+def set_primary_contact(deal, contact):
+	if not frappe.has_permission("CRM Deal", "write", deal):
+		frappe.throw(_("Not allowed to set primary contact for Deal"), frappe.PermissionError)
+
+	deal = frappe.get_cached_doc("CRM Deal", deal)
+	deal.set_primary_contact(contact)
+	deal.save()
+	return True