Merge pull request #29 from shariquerik/custom-fields

feat: Custom fields

crm/api/doc.py

@@ -45,3 +45,79 @@ def get_filterable_fields(doctype: str):
 	res = []
 	res.extend(from_doc_fields)
 	return res
+
+@frappe.whitelist()
+def get_doctype_fields(doctype):
+	not_allowed_fieldtypes = [
+		"Section Break",
+		"Column Break",
+	]
+
+	fields = frappe.get_meta(doctype).fields
+	fields = [field for field in fields if field.fieldtype not in not_allowed_fieldtypes]
+
+	sections = {}
+	section_fields = []
+	last_section = None
+
+	for field in fields:
+		if field.fieldtype == "Tab Break" and last_section:
+			sections[last_section]["fields"] = section_fields
+			last_section = None
+			if field.read_only:
+				section_fields = []
+				continue
+		if field.fieldtype == "Tab Break":
+			if field.read_only:
+				section_fields = []
+				continue
+			section_fields = []
+			last_section = field.fieldname
+			sections[field.fieldname] = {
+				"label": field.label,
+				"opened": True,
+				"fields": [],
+			}
+		else:
+			section_fields.append(get_field_obj(field))
+
+	all_fields = []
+	for section in sections:
+		all_fields.append(sections[section])
+
+	return all_fields
+
+def get_field_obj(field):
+	obj = {
+		"label": field.label,
+		"type": get_type(field),
+		"name": field.fieldname,
+	}
+
+	obj["placeholder"] = "Add " + field.label.lower() + "..."
+
+	if field.fieldtype == "Link":
+		obj["placeholder"] = "Select " + field.label.lower() + "..."
+		obj["doctype"] = field.options
+	elif field.fieldtype == "Select":
+		obj["options"] = [{"label": option, "value": option} for option in field.options.split("\n")]
+
+	if field.read_only:
+		obj["tooltip"] = "This field is read only and cannot be edited."
+
+	return obj
+
+def get_type(field):
+	if field.fieldtype == "Data" and field.options == "Phone":
+		return "phone"
+	elif field.fieldtype == "Data" and field.options == "Email":
+		return "email"
+	elif field.fieldtype == "Check":
+		return "checkbox"
+	elif field.fieldtype == "Int":
+		return "number"
+	elif field.fieldtype in ["Small Text", "Text", "Long Text"]:
+		return "textarea"
+	elif field.read_only:
+		return "read_only"
+	return field.fieldtype.lower()

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -6,23 +6,24 @@
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
-  "naming_series",
+  "organization_tab",
   "organization",
   "website",
   "annual_revenue",
-  "column_break_afce",
-  "deal_owner",
   "close_date",
-  "status",
   "probability",
   "next_step",
-  "section_break_eepu",
-  "lead",
-  "column_break_bqvs",
   "contacts_tab",
   "email",
   "mobile_no",
-  "contacts"
+  "contacts",
+  "others_tab",
+  "naming_series",
+  "status",
+  "deal_owner",
+  "section_break_eepu",
+  "lead",
+  "column_break_bqvs"
  ],
  "fields": [
   {
@@ -39,19 +40,17 @@
   {
    "fetch_from": "organization.annual_revenue",
    "fieldname": "annual_revenue",
-   "fieldtype": "Int",
-   "label": "Annual Revenue"
-  },
-  {
-   "fieldname": "column_break_afce",
-   "fieldtype": "Column Break"
+   "fieldtype": "Currency",
+   "label": "Amount",
+   "read_only": 1
   },
   {
    "fetch_from": "organization.website",
    "fieldname": "website",
    "fieldtype": "Data",
    "label": "Website",
-   "options": "URL"
+   "options": "URL",
+   "read_only": 1
   },
   {
    "fieldname": "close_date",
@@ -92,7 +91,8 @@
   {
    "fieldname": "contacts_tab",
    "fieldtype": "Tab Break",
-   "label": "Contacts"
+   "label": "Contacts",
+   "read_only": 1
   },
   {
    "fieldname": "email",
@@ -121,11 +121,22 @@
    "fieldtype": "Table",
    "label": "Contacts",
    "options": "CRM Contacts"
+  },
+  {
+   "fieldname": "others_tab",
+   "fieldtype": "Tab Break",
+   "label": "Others",
+   "read_only": 1
+  },
+  {
+   "fieldname": "organization_tab",
+   "fieldtype": "Tab Break",
+   "label": "Organization"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-09 19:58:15.620483",
+ "modified": "2023-11-22 17:52:31.595525",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_lead/api.py

@@ -1,24 +1,16 @@
-import json
-
 import frappe
 from frappe import _
-from frappe.desk.form.load import get_docinfo
 
 
 @frappe.whitelist()
 def get_lead(name):
 	Lead = frappe.qb.DocType("CRM Lead")
 
-	query = (
-		frappe.qb.from_(Lead)
-		.select("*")
-		.where(Lead.name == name)
-		.limit(1)
-	)
+	query = frappe.qb.from_(Lead).select("*").where(Lead.name == name).limit(1)
 
 	lead = query.run(as_dict=True)
 	if not len(lead):
 		frappe.throw(_("Lead not found"), frappe.DoesNotExistError)
 	lead = lead.pop()
 
-	return lead
+	return lead

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -8,36 +8,32 @@
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
-  "naming_series",
+  "details",
+  "organization",
+  "website",
+  "industry",
+  "job_title",
+  "source",
+  "person_tab",
   "salutation",
   "first_name",
-  "middle_name",
   "last_name",
-  "column_break_izjs",
+  "email",
+  "mobile_no",
+  "organization_tab",
+  "section_break_uixv",
+  "naming_series",
   "lead_name",
+  "middle_name",
   "gender",
-  "image",
-  "column_break_lcuv",
-  "lead_owner",
+  "phone",
+  "column_break_dbsv",
   "status",
-  "job_title",
-  "source",
-  "converted",
-  "organization_tab",
-  "section_break_uixv",
-  "organization",
+  "lead_owner",
   "no_of_employees",
-  "column_break_dbsv",
-  "website",
   "annual_revenue",
-  "industry",
-  "contact_tab",
-  "section_break_ymew",
-  "email",
-  "column_break_sijm",
-  "mobile_no",
-  "column_break_sjtw",
-  "phone"
+  "image",
+  "converted"
  ],
  "fields": [
   {
@@ -67,20 +63,12 @@
    "fieldtype": "Data",
    "label": "Last Name"
   },
-  {
-   "fieldname": "column_break_lcuv",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "gender",
    "fieldtype": "Link",
    "label": "Gender",
    "options": "Gender"
   },
-  {
-   "fieldname": "column_break_izjs",
-   "fieldtype": "Column Break"
-  },
   {
    "default": "Open",
    "fieldname": "status",
@@ -91,10 +79,6 @@
    "reqd": 1,
    "search_index": 1
   },
-  {
-   "fieldname": "section_break_ymew",
-   "fieldtype": "Section Break"
-  },
   {
    "fieldname": "email",
    "fieldtype": "Data",
@@ -110,20 +94,12 @@
    "options": "URL",
    "read_only": 1
   },
-  {
-   "fieldname": "column_break_sijm",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "mobile_no",
    "fieldtype": "Data",
    "label": "Mobile No",
    "options": "Phone"
   },
-  {
-   "fieldname": "column_break_sjtw",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "phone",
    "fieldtype": "Data",
@@ -192,12 +168,8 @@
   {
    "fieldname": "organization_tab",
    "fieldtype": "Tab Break",
-   "label": "Organization"
-  },
-  {
-   "fieldname": "contact_tab",
-   "fieldtype": "Tab Break",
-   "label": "Contact"
+   "label": "Others",
+   "read_only": 1
   },
   {
    "fieldname": "organization",
@@ -212,12 +184,22 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Converted"
+  },
+  {
+   "fieldname": "person_tab",
+   "fieldtype": "Tab Break",
+   "label": "Person"
+  },
+  {
+   "fieldname": "details",
+   "fieldtype": "Tab Break",
+   "label": "Details"
   }
  ],
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-13 13:35:35.783003",
+ "modified": "2023-11-22 13:03:02.261001",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",