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Merge pull request #465 from shariquerik/data-tab
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feat: Data Tab
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@shariquerik
shariquerik authored Dec 10, 2024
2 parents 1e721a6 + 09c6e02 commit b4c766f
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Showing 41 changed files with 1,353 additions and 945 deletions.
176 changes: 104 additions & 72 deletions crm/api/doc.py
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Original file line number Diff line number Diff line change
Expand Up @@ -78,12 +78,7 @@ def get_filterable_fields(doctype: str):
# append standard fields (getting error when using frappe.model.std_fields)
standard_fields = [
{"fieldname": "name", "fieldtype": "Link", "label": "ID", "options": doctype},
{
"fieldname": "owner",
"fieldtype": "Link",
"label": "Created By",
"options": "User"
},
{"fieldname": "owner", "fieldtype": "Link", "label": "Created By", "options": "User"},
{
"fieldname": "modified_by",
"fieldtype": "Link",
Expand All @@ -98,10 +93,7 @@ def get_filterable_fields(doctype: str):
{"fieldname": "modified", "fieldtype": "Datetime", "label": "Last Updated On"},
]
for field in standard_fields:
if (
field.get("fieldname") not in restricted_fields and
field.get("fieldtype") in allowed_fieldtypes
):
if field.get("fieldname") not in restricted_fields and field.get("fieldtype") in allowed_fieldtypes:
field["name"] = field.get("fieldname")
res.append(field)

Expand All @@ -128,7 +120,11 @@ def get_group_by_fields(doctype: str):
]

fields = frappe.get_meta(doctype).fields
fields = [field for field in fields if field.fieldtype not in no_value_fields and field.fieldtype in allowed_fieldtypes]
fields = [
field
for field in fields
if field.fieldtype not in no_value_fields and field.fieldtype in allowed_fieldtypes
]
fields = [
{
"label": _(field.label),
Expand Down Expand Up @@ -176,30 +172,33 @@ def get_doctype_fields_meta(DocField, doctype, allowed_fieldtypes, restricted_fi
.run(as_dict=True)
)


@frappe.whitelist()
def get_quick_filters(doctype: str):
meta = frappe.get_meta(doctype)
fields = [field for field in meta.fields if field.in_standard_filter]
quick_filters = []

for field in fields:

if field.fieldtype == "Select":
field.options = field.options.split("\n")
field.options = [{"label": option, "value": option} for option in field.options]
field.options.insert(0, {"label": "", "value": ""})
quick_filters.append({
"label": _(field.label),
"name": field.fieldname,
"type": field.fieldtype,
"options": field.options,
})
quick_filters.append(
{
"label": _(field.label),
"name": field.fieldname,
"type": field.fieldtype,
"options": field.options,
}
)

if doctype == "CRM Lead":
quick_filters = [filter for filter in quick_filters if filter.get("name") != "converted"]

return quick_filters


@frappe.whitelist()
def get_data(
doctype: str,
Expand All @@ -223,9 +222,9 @@ def get_data(
kanban_fields = frappe.parse_json(kanban_fields or "[]")
kanban_columns = frappe.parse_json(kanban_columns or "[]")

custom_view_name = view.get('custom_view_name') if view else None
view_type = view.get('view_type') if view else None
group_by_field = view.get('group_by_field') if view else None
custom_view_name = view.get("custom_view_name") if view else None
view_type = view.get("view_type") if view else None
group_by_field = view.get("group_by_field") if view else None

for key in filters:
value = filters[key]
Expand Down Expand Up @@ -268,7 +267,7 @@ def get_data(

default_view_filters = {
"dt": doctype,
"type": view_type or 'list',
"type": view_type or "list",
"is_default": 1,
"user": frappe.session.user,
}
Expand All @@ -295,13 +294,16 @@ def get_data(
if group_by_field and group_by_field not in rows:
rows.append(group_by_field)

data = frappe.get_list(
doctype,
fields=rows,
filters=filters,
order_by=order_by,
page_length=page_length,
) or []
data = (
frappe.get_list(
doctype,
fields=rows,
filters=filters,
order_by=order_by,
page_length=page_length,
)
or []
)

if view_type == "kanban":
if not rows:
Expand Down Expand Up @@ -336,9 +338,9 @@ def get_data(
rows.append(field)

for kc in kanban_columns:
column_filters = { column_field: kc.get('name') }
column_filters = {column_field: kc.get("name")}
order = kc.get("order")
if column_field in filters and filters.get(column_field) != kc.name or kc.get('delete'):
if column_field in filters and filters.get(column_field) != kc.name or kc.get("delete"):
column_data = []
else:
column_filters.update(filters.copy())
Expand All @@ -348,7 +350,9 @@ def get_data(
page_length = kc.get("page_length")

if order:
column_data = get_records_based_on_order(doctype, rows, column_filters, page_length, order)
column_data = get_records_based_on_order(
doctype, rows, column_filters, page_length, order
)
else:
column_data = frappe.get_list(
doctype,
Expand All @@ -359,9 +363,11 @@ def get_data(
)

new_filters = filters.copy()
new_filters.update({ column_field: kc.get('name') })
new_filters.update({column_field: kc.get("name")})

all_count = len(frappe.get_list(doctype, filters=convert_filter_to_tuple(doctype, new_filters)))
all_count = len(
frappe.get_list(doctype, filters=convert_filter_to_tuple(doctype, new_filters))
)

kc["all_count"] = all_count
kc["count"] = len(column_data)
Expand All @@ -371,8 +377,8 @@ def get_data(

if order:
column_data = sorted(
column_data, key=lambda x: order.index(x.get("name"))
if x.get("name") in order else len(order)
column_data,
key=lambda x: order.index(x.get("name")) if x.get("name") in order else len(order),
)

data.append({"column": kc, "fields": kanban_fields, "data": column_data})
Expand Down Expand Up @@ -406,8 +412,8 @@ def get_data(
]

for field in std_fields:
if field.get('value') not in rows:
rows.append(field.get('value'))
if field.get("value") not in rows:
rows.append(field.get("value"))
if field not in fields:
field["label"] = _(field["label"])
fields.append(field)
Expand All @@ -416,6 +422,7 @@ def get_data(
is_default = frappe.db.get_value("CRM View Settings", custom_view_name, "load_default_columns")

if group_by_field and view_type == "group_by":

def get_options(type, options):
if type == "Select":
return [option for option in options.split("\n")]
Expand All @@ -428,7 +435,9 @@ def get_options(type, options):

if order_by and group_by_field in order_by:
order_by_fields = order_by.split(",")
order_by_fields = [(field.split(" ")[0], field.split(" ")[1]) for field in order_by_fields]
order_by_fields = [
(field.split(" ")[0], field.split(" ")[1]) for field in order_by_fields
]
if (group_by_field, "asc") in order_by_fields:
options.sort()
elif (group_by_field, "desc") in order_by_fields:
Expand Down Expand Up @@ -467,6 +476,7 @@ def get_options(type, options):
"view_type": view_type,
}


def convert_filter_to_tuple(doctype, filters):
if isinstance(filters, dict):
filters_items = filters.items()
Expand Down Expand Up @@ -504,6 +514,7 @@ def get_records_based_on_order(doctype, rows, filters, page_length, order):

return records


@frappe.whitelist()
def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False):
not_allowed_fieldtypes = [
Expand All @@ -521,12 +532,7 @@ def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False):

standard_fields = [
{"fieldname": "name", "fieldtype": "Link", "label": "ID", "options": doctype},
{
"fieldname": "owner",
"fieldtype": "Link",
"label": "Created By",
"options": "User"
},
{"fieldname": "owner", "fieldtype": "Link", "label": "Created By", "options": "User"},
{
"fieldname": "modified_by",
"fieldtype": "Link",
Expand All @@ -542,18 +548,19 @@ def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False):
]

for field in standard_fields:
if not restricted_fieldtypes or field.get('fieldtype') not in restricted_fieldtypes:
if not restricted_fieldtypes or field.get("fieldtype") not in restricted_fieldtypes:
fields.append(field)

if as_array:
return fields

fields_meta = {}
for field in fields:
fields_meta[field.get('fieldname')] = field
fields_meta[field.get("fieldname")] = field

return fields_meta


@frappe.whitelist()
def get_sidebar_fields(doctype, name):
if not frappe.db.exists("CRM Fields Layout", {"dt": doctype, "type": "Side Panel"}):
Expand All @@ -562,7 +569,7 @@ def get_sidebar_fields(doctype, name):

if not layout:
return []

layout = json.loads(layout)

not_allowed_fieldtypes = [
Expand Down Expand Up @@ -600,6 +607,7 @@ def get_sidebar_fields(doctype, name):

return layout


def get_field_obj(field):
obj = {
"label": field.label,
Expand Down Expand Up @@ -641,6 +649,7 @@ def get_type(field):
return "read_only"
return field.fieldtype.lower()


def get_assigned_users(doctype, name, default_assigned_to=None):
assigned_users = frappe.get_all(
"ToDo",
Expand Down Expand Up @@ -671,32 +680,55 @@ def get_fields(doctype: str, allow_all_fieldtypes: bool = False):
_fields = []

for field in fields:
if (
field.fieldtype not in not_allowed_fieldtypes
and field.fieldname
):
_fields.append({
"label": field.label,
"type": field.fieldtype,
"value": field.fieldname,
"options": field.options,
"mandatory": field.reqd,
"read_only": field.read_only,
"hidden": field.hidden,
"depends_on": field.depends_on,
"mandatory_depends_on": field.mandatory_depends_on,
"read_only_depends_on": field.read_only_depends_on,
"link_filters": field.get("link_filters"),
"placeholder": field.get("placeholder"),
})
if field.fieldtype not in not_allowed_fieldtypes and field.fieldname:
_fields.append(
{
"label": field.label,
"type": field.fieldtype,
"value": field.fieldname,
"options": field.options,
"mandatory": field.reqd,
"read_only": field.read_only,
"hidden": field.hidden,
"depends_on": field.depends_on,
"mandatory_depends_on": field.mandatory_depends_on,
"read_only_depends_on": field.read_only_depends_on,
"link_filters": field.get("link_filters"),
"placeholder": field.get("placeholder"),
}
)

return _fields


def getCounts(d, doctype):
d["_email_count"] = frappe.db.count("Communication", filters={"reference_doctype": doctype, "reference_name": d.get("name"), "communication_type": "Communication"}) or 0
d["_email_count"] = d["_email_count"] + frappe.db.count("Communication", filters={"reference_doctype": doctype, "reference_name": d.get("name"), "communication_type": "Automated Message"})
d["_comment_count"] = frappe.db.count("Comment", filters={"reference_doctype": doctype, "reference_name": d.get("name"), "comment_type": "Comment"})
d["_task_count"] = frappe.db.count("CRM Task", filters={"reference_doctype": doctype, "reference_docname": d.get("name")})
d["_note_count"] = frappe.db.count("FCRM Note", filters={"reference_doctype": doctype, "reference_docname": d.get("name")})
return d
d["_email_count"] = (
frappe.db.count(
"Communication",
filters={
"reference_doctype": doctype,
"reference_name": d.get("name"),
"communication_type": "Communication",
},
)
or 0
)
d["_email_count"] = d["_email_count"] + frappe.db.count(
"Communication",
filters={
"reference_doctype": doctype,
"reference_name": d.get("name"),
"communication_type": "Automated Message",
},
)
d["_comment_count"] = frappe.db.count(
"Comment",
filters={"reference_doctype": doctype, "reference_name": d.get("name"), "comment_type": "Comment"},
)
d["_task_count"] = frappe.db.count(
"CRM Task", filters={"reference_doctype": doctype, "reference_docname": d.get("name")}
)
d["_note_count"] = frappe.db.count(
"FCRM Note", filters={"reference_doctype": doctype, "reference_docname": d.get("name")}
)
return d
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