+
+
-
- 
- 
- 
- 
- 
-{signature}
' - return content - - -@frappe.whitelist() -def get_posthog_settings(): - return { - "posthog_project_id": frappe.conf.get(POSTHOG_PROJECT_FIELD), - "posthog_host": frappe.conf.get(POSTHOG_HOST_FIELD), - "enable_telemetry": frappe.get_system_settings("enable_telemetry"), - "telemetry_site_age": frappe.utils.telemetry.site_age(), - } - - -def check_app_permission(): - if frappe.session.user == "Administrator": - return True - - roles = frappe.get_roles() - if any(role in ["System Manager", "Sales User", "Sales Manager", "Sales Master Manager"] for role in roles): - return True - - return False - - -@frappe.whitelist(allow_guest=True) -def accept_invitation(key: str = None): - if not key: - frappe.throw("Invalid or expired key") - - result = frappe.db.get_all("CRM Invitation", filters={"key": key}, pluck="name") - if not result: - frappe.throw("Invalid or expired key") - - invitation = frappe.get_doc("CRM Invitation", result[0]) - invitation.accept() - invitation.reload() - - if invitation.status == "Accepted": - frappe.local.login_manager.login_as(invitation.email) - frappe.local.response["type"] = "redirect" - frappe.local.response["location"] = "/crm" - - -@frappe.whitelist() -def invite_by_email(emails: str, role: str): - if not emails: - return - email_string = validate_email_address(emails, throw=False) - email_list = split_emails(email_string) - if not email_list: - return - existing_members = frappe.db.get_all("User", filters={"email": ["in", email_list]}, pluck="email") - existing_invites = frappe.db.get_all( - "CRM Invitation", - filters={"email": ["in", email_list], "role": ["in", ["Sales Manager", "Sales User"]]}, - pluck="email", - ) - - to_invite = list(set(email_list) - set(existing_members) - set(existing_invites)) - - for email in to_invite: - frappe.get_doc(doctype="CRM Invitation", email=email, role=role).insert(ignore_permissions=True) - - -@frappe.whitelist() -def get_file_uploader_defaults(doctype: str): - max_number_of_files = None - make_attachments_public = False - if doctype: - meta = frappe.get_meta(doctype) - max_number_of_files = meta.get("max_attachments") - make_attachments_public = meta.get("make_attachments_public") - - return { - 'allowed_file_types': frappe.get_system_settings("allowed_file_extensions"), - 'max_file_size': get_max_file_size(), - 'max_number_of_files': max_number_of_files, - 'make_attachments_public': bool(make_attachments_public), - } \ No newline at end of file diff --git a/crm/api/activities.py b/crm/api/activities.py deleted file mode 100644 index 8cc714ebc..000000000 --- a/crm/api/activities.py +++ /dev/null @@ -1,393 +0,0 @@ -import json - -from bs4 import BeautifulSoup -import frappe -from frappe import _ -from frappe.utils.caching import redis_cache -from frappe.desk.form.load import get_docinfo - -@frappe.whitelist() -def get_activities(name): - if frappe.db.exists("CRM Deal", name): - return get_deal_activities(name) - elif frappe.db.exists("CRM Lead", name): - return get_lead_activities(name) - else: - frappe.throw(_("Document not found"), frappe.DoesNotExistError) - -def get_deal_activities(name): - get_docinfo('', "CRM Deal", name) - docinfo = frappe.response["docinfo"] - deal_meta = frappe.get_meta("CRM Deal") - deal_fields = {field.fieldname: {"label": field.label, "options": field.options} for field in deal_meta.fields} - avoid_fields = [ - "lead", - "response_by", - "sla_creation", - "sla", - "first_response_time", - "first_responded_on", - ] - - doc = frappe.db.get_values("CRM Deal", name, ["creation", "owner", "lead"])[0] - lead = doc[2] - - activities = [] - calls = [] - notes = [] - tasks = [] - attachments = [] - creation_text = "created this deal" - - if lead: - activities, calls, notes, tasks, attachments = get_lead_activities(lead) - creation_text = "converted the lead to this deal" - - activities.append({ - "activity_type": "creation", - "creation": doc[0], - "owner": doc[1], - "data": creation_text, - "is_lead": False, - }) - - docinfo.versions.reverse() - - for version in docinfo.versions: - data = json.loads(version.data) - if not data.get("changed"): - continue - - if change := data.get("changed")[0]: - field = deal_fields.get(change[0], None) - - if not field or change[0] in avoid_fields or (not change[1] and not change[2]): - continue - - field_label = field.get("label") or change[0] - field_option = field.get("options") or None - - activity_type = "changed" - data = { - "field": change[0], - "field_label": field_label, - "old_value": change[1], - "value": change[2], - } - - if not change[1] and change[2]: - activity_type = "added" - data = { - "field": change[0], - "field_label": field_label, - "value": change[2], - } - elif change[1] and not change[2]: - activity_type = "removed" - data = { - "field": change[0], - "field_label": field_label, - "value": change[1], - } - - activity = { - "activity_type": activity_type, - "creation": version.creation, - "owner": version.owner, - "data": data, - "is_lead": False, - "options": field_option, - } - activities.append(activity) - - for comment in docinfo.comments: - activity = { - "name": comment.name, - "activity_type": "comment", - "creation": comment.creation, - "owner": comment.owner, - "content": comment.content, - "attachments": get_attachments('Comment', comment.name), - "is_lead": False, - } - activities.append(activity) - - for communication in docinfo.communications + docinfo.automated_messages: - activity = { - "activity_type": "communication", - "communication_type": communication.communication_type, - "creation": communication.creation, - "data": { - "subject": communication.subject, - "content": communication.content, - "sender_full_name": communication.sender_full_name, - "sender": communication.sender, - "recipients": communication.recipients, - "cc": communication.cc, - "bcc": communication.bcc, - "attachments": get_attachments('Communication', communication.name), - "read_by_recipient": communication.read_by_recipient, - "delivery_status": communication.delivery_status, - }, - "is_lead": False, - } - activities.append(activity) - - for attachment_log in docinfo.attachment_logs: - activity = { - "name": attachment_log.name, - "activity_type": "attachment_log", - "creation": attachment_log.creation, - "owner": attachment_log.owner, - "data": parse_attachment_log(attachment_log.content, attachment_log.comment_type), - "is_lead": False, - } - activities.append(activity) - - calls = calls + get_linked_calls(name) - notes = notes + get_linked_notes(name) - tasks = tasks + get_linked_tasks(name) - attachments = attachments + get_attachments('CRM Deal', name) - - activities.sort(key=lambda x: x["creation"], reverse=True) - activities = handle_multiple_versions(activities) - - return activities, calls, notes, tasks, attachments - -def get_lead_activities(name): - get_docinfo('', "CRM Lead", name) - docinfo = frappe.response["docinfo"] - lead_meta = frappe.get_meta("CRM Lead") - lead_fields = {field.fieldname: {"label": field.label, "options": field.options} for field in lead_meta.fields} - avoid_fields = [ - "converted", - "response_by", - "sla_creation", - "sla", - "first_response_time", - "first_responded_on", - ] - - doc = frappe.db.get_values("CRM Lead", name, ["creation", "owner"])[0] - activities = [{ - "activity_type": "creation", - "creation": doc[0], - "owner": doc[1], - "data": "created this lead", - "is_lead": True, - }] - - docinfo.versions.reverse() - - for version in docinfo.versions: - data = json.loads(version.data) - if not data.get("changed"): - continue - - if change := data.get("changed")[0]: - field = lead_fields.get(change[0], None) - - if not field or change[0] in avoid_fields or (not change[1] and not change[2]): - continue - - field_label = field.get("label") or change[0] - field_option = field.get("options") or None - - activity_type = "changed" - data = { - "field": change[0], - "field_label": field_label, - "old_value": change[1], - "value": change[2], - } - - if not change[1] and change[2]: - activity_type = "added" - data = { - "field": change[0], - "field_label": field_label, - "value": change[2], - } - elif change[1] and not change[2]: - activity_type = "removed" - data = { - "field": change[0], - "field_label": field_label, - "value": change[1], - } - - activity = { - "activity_type": activity_type, - "creation": version.creation, - "owner": version.owner, - "data": data, - "is_lead": True, - "options": field_option, - } - activities.append(activity) - - for comment in docinfo.comments: - activity = { - "name": comment.name, - "activity_type": "comment", - "creation": comment.creation, - "owner": comment.owner, - "content": comment.content, - "attachments": get_attachments('Comment', comment.name), - "is_lead": True, - } - activities.append(activity) - - for communication in docinfo.communications + docinfo.automated_messages: - activity = { - "activity_type": "communication", - "communication_type": communication.communication_type, - "creation": communication.creation, - "data": { - "subject": communication.subject, - "content": communication.content, - "sender_full_name": communication.sender_full_name, - "sender": communication.sender, - "recipients": communication.recipients, - "cc": communication.cc, - "bcc": communication.bcc, - "attachments": get_attachments('Communication', communication.name), - "read_by_recipient": communication.read_by_recipient, - "delivery_status": communication.delivery_status, - }, - "is_lead": True, - } - activities.append(activity) - - for attachment_log in docinfo.attachment_logs: - activity = { - "name": attachment_log.name, - "activity_type": "attachment_log", - "creation": attachment_log.creation, - "owner": attachment_log.owner, - "data": parse_attachment_log(attachment_log.content, attachment_log.comment_type), - "is_lead": True, - } - activities.append(activity) - - calls = get_linked_calls(name) - notes = get_linked_notes(name) - tasks = get_linked_tasks(name) - attachments = get_attachments('CRM Lead', name) - - activities.sort(key=lambda x: x["creation"], reverse=True) - activities = handle_multiple_versions(activities) - - return activities, calls, notes, tasks, attachments - - -def get_attachments(doctype, name): - return frappe.db.get_all( - "File", - filters={"attached_to_doctype": doctype, "attached_to_name": name}, - fields=["name", "file_name", "file_type", "file_url", "file_size", "is_private", "creation", "owner"], - ) or [] - -def handle_multiple_versions(versions): - activities = [] - grouped_versions = [] - old_version = None - for version in versions: - is_version = version["activity_type"] in ["changed", "added", "removed"] - if not is_version: - activities.append(version) - if not old_version: - old_version = version - if is_version: grouped_versions.append(version) - continue - if is_version and old_version.get("owner") and version["owner"] == old_version["owner"]: - grouped_versions.append(version) - else: - if grouped_versions: - activities.append(parse_grouped_versions(grouped_versions)) - grouped_versions = [] - if is_version: grouped_versions.append(version) - old_version = version - if version == versions[-1] and grouped_versions: - activities.append(parse_grouped_versions(grouped_versions)) - - return activities - -def parse_grouped_versions(versions): - version = versions[0] - if len(versions) == 1: - return version - other_versions = versions[1:] - version["other_versions"] = other_versions - return version - -def get_linked_calls(name): - calls = frappe.db.get_all( - "CRM Call Log", - filters={"reference_docname": name}, - fields=[ - "name", - "caller", - "receiver", - "from", - "to", - "duration", - "start_time", - "end_time", - "status", - "type", - "recording_url", - "creation", - "note", - ], - ) - return calls or [] - -def get_linked_notes(name): - notes = frappe.db.get_all( - "FCRM Note", - filters={"reference_docname": name}, - fields=['name', 'title', 'content', 'owner', 'modified'], - ) - return notes or [] - -def get_linked_tasks(name): - tasks = frappe.db.get_all( - "CRM Task", - filters={"reference_docname": name}, - fields=[ - "name", - "title", - "description", - "assigned_to", - "assigned_to", - "due_date", - "priority", - "status", - "modified", - ], - ) - return tasks or [] - -def parse_attachment_log(html, type): - soup = BeautifulSoup(html, "html.parser") - a_tag = soup.find("a") - type = "added" if type == "Attachment" else "removed" - if not a_tag: - return { - "type": type, - "file_name": html.replace("Removed ", ""), - "file_url": "", - "is_private": False, - } - - is_private = False - if "private/files" in a_tag["href"]: - is_private = True - - return { - "type": type, - "file_name": a_tag.text, - "file_url": a_tag["href"], - "is_private": is_private, - } \ No newline at end of file diff --git a/crm/api/auth.py b/crm/api/auth.py deleted file mode 100644 index d485ccc12..000000000 --- a/crm/api/auth.py +++ /dev/null @@ -1,38 +0,0 @@ -import frappe - -@frappe.whitelist(allow_guest=True) -def oauth_providers(): - from frappe.utils.html_utils import get_icon_html - from frappe.utils.password import get_decrypted_password - from frappe.utils.oauth import get_oauth2_authorize_url, get_oauth_keys - - out = [] - providers = frappe.get_all( - "Social Login Key", - filters={"enable_social_login": 1}, - fields=["name", "client_id", "base_url", "provider_name", "icon"], - order_by="name", - ) - - for provider in providers: - client_secret = get_decrypted_password("Social Login Key", provider.name, "client_secret") - if not client_secret: - continue - - icon = None - if provider.icon: - if provider.provider_name == "Custom": - icon = get_icon_html(provider.icon, small=True) - else: - icon = f"
+ 