Data api override

crm/api/doc.py

@@ -303,6 +303,26 @@ def get_data(
 			page_length=page_length,
 		) or []
 
+
+		# Fetch child table data if requested
+		include_child_tables = frappe.get_all('Data Doctype', fields=['name'])
+		include_child_tables_list = [entry['name'] for entry in include_child_tables]
+
+		if doctype in include_child_tables_list:
+			meta = frappe.get_meta(doctype)
+			child_tables = [df for df in meta.fields if df.fieldtype in ["Table","Table MultiSelect" ] ]
+
+			for record in data:
+				record['child_tables'] = {}
+				for child_table in child_tables:
+					child_doctype = child_table.options
+					child_records = frappe.get_all(
+						child_doctype,
+						fields="*",
+						filters={"parent": record['name']}
+					)
+					record['child_tables'][child_table.fieldname] = child_records
+
 	if view_type == "kanban":
 		if not rows:
 			rows = default_rows

crm/fcrm/doctype/crm_deal/api.py

@@ -20,6 +20,20 @@ def get_deal(name):
 		frappe.throw(_("Deal not found"), frappe.DoesNotExistError)
 	deal = deal.pop()
 
+	# Get all child table doctypes linked to CRM Deal
+	meta = frappe.get_meta("CRM Deal")
+	child_tables = [df for df in meta.fields if df.fieldtype in ["Table","Table MultiSelect" ] ]
+
+	deal['child_tables'] = {}
+
+	for child_table in child_tables:
+		child_doctype = child_table.options
+		child_records = frappe.get_all(
+			child_doctype,
+			fields="*",
+			filters={"parent": deal['name']}
+		)
+		deal['child_tables'][child_table.fieldname] = child_records
 
 	deal["contacts"] = frappe.get_all(
 		"CRM Contacts",
@@ -63,4 +77,35 @@ def get_primary_mobile_no(contact):
 			"is_primary": is_primary,
 		}
 		deal_contacts.append(_contact)
-	return deal_contacts
+	return deal_contacts
+
+@frappe.whitelist(methods=["POST", "PUT"])
+def update_crm_deal_elements(name, deal_elements):
+	# Fetch the CRM Deal by name
+	deal = frappe.get_doc("CRM Deal", name)
+
+	# Clear the existing deal elements
+	deal.set("deal_elements", [])
+
+	# Add new deal elements from the list of strings
+	for element in deal_elements:
+		deal.append("deal_elements", {
+			"deal_elements": element,  # now element is the string itself
+			"parent": name,
+			"parentfield": "deal_elements",
+			"parenttype": "CRM Deal",
+			"doctype": "CRM Deal Elements"
+		})
+
+	# Save the updated CRM Deal document
+	deal.save(ignore_permissions=True)
+	frappe.db.commit()
+
+	return {"name":name, "deal_elements":deal.deal_elements}
+
+
+@frappe.whitelist(methods=["GET"])
+def get_deal_elements():
+	# Fetch all CRM Deal Elements
+	deal_elements = frappe.get_all("CRM Deal Element", fields=["name"])
+	return deal_elements

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -7,15 +7,18 @@
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
-  "organization_tab",
+  "tab_6_tab",
+  "details_section",
+  "deal_elements",
+  "probability",
+  "close_date",
   "naming_series",
-  "organization",
+  "column_break_tukx",
   "next_step",
-  "probability",
-  "column_break_ijan",
   "status",
-  "close_date",
   "deal_owner",
+  "organization_tab",
+  "organization",
   "contacts_tab",
   "contacts",
   "contact",
@@ -259,10 +262,6 @@
    "fieldtype": "Data",
    "label": "Lead Name"
   },
-  {
-   "fieldname": "column_break_ijan",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "lead_details_tab",
    "fieldtype": "Tab Break",
@@ -334,11 +333,31 @@
    "fieldtype": "Link",
    "label": "Currency",
    "options": "Currency"
+  },
+  {
+   "fieldname": "tab_6_tab",
+   "fieldtype": "Tab Break",
+   "label": "Details"
+  },
+  {
+   "fieldname": "details_section",
+   "fieldtype": "Section Break",
+   "label": "Details"
+  },
+  {
+   "fieldname": "deal_elements",
+   "fieldtype": "Table MultiSelect",
+   "label": "Deal Elements",
+   "options": "CRM Deal Elements"
+  },
+  {
+   "fieldname": "column_break_tukx",
+   "fieldtype": "Column Break"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-09-17 18:34:15.873610",
+ "modified": "2024-10-17 09:18:00.677849",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -135,6 +135,13 @@ def default_list_data():
 				'options': 'CRM Organization',
 				'width': '11rem',
 			},
+			{
+				'label': 'Deal Elements',
+				'type': 'Table MultiSelect',
+				'key': 'deal_elements',
+				'options': 'CRM Deal Elements',
+				'width': '12rem',
+			},
 			{
 				'label': 'Amount',
 				'type': 'Currency',
@@ -175,6 +182,7 @@ def default_list_data():
 		rows = [
 			"name",
 			"organization",
+			"deal_elements",
 			"annual_revenue",
 			"status",
 			"email",

crm/fcrm/doctype/crm_deal_element/crm_deal_element.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Deal Element", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/doctype/crm_deal_element/crm_deal_element.json

@@ -0,0 +1,81 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:element",
+ "creation": "2024-10-13 07:26:41.773925",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "element",
+  "description"
+ ],
+ "fields": [
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "element",
+   "fieldtype": "Data",
+   "in_filter": 1,
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Element",
+   "unique": 1
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "description",
+   "fieldtype": "Data",
+   "in_filter": 1,
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Description"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2024-10-17 09:22:09.844125",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Deal Element",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_deal_element/crm_deal_element.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CRMDealElement(Document):
+	pass

crm/fcrm/doctype/crm_deal_element/test_crm_deal_element.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMDealElement(FrappeTestCase):
+	pass

crm/fcrm/doctype/crm_deal_elements/crm_deal_elements.json

@@ -0,0 +1,34 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-10-13 13:06:22.305044",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "deal_elements"
+ ],
+ "fields": [
+  {
+   "fieldname": "deal_elements",
+   "fieldtype": "Link",
+   "in_filter": 1,
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Deal Elements",
+   "options": "CRM Deal Element"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2024-10-17 09:22:29.942549",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Deal Elements",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_deal_elements/crm_deal_elements.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CRMDealElements(Document):
+	pass

crm/fcrm/doctype/data_doctype/data_doctype.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("Data Doctype", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/doctype/data_doctype/data_doctype.json

@@ -0,0 +1,46 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:data_doctype",
+ "creation": "2024-10-18 05:14:39.520861",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "data_doctype"
+ ],
+ "fields": [
+  {
+   "fieldname": "data_doctype",
+   "fieldtype": "Link",
+   "label": "Data Doctype",
+   "link_filters": "[[\"DocType\",\"istable\",\"=\",0],[\"DocType\",\"issingle\",\"=\",0]]",
+   "options": "DocType",
+   "unique": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2024-10-18 05:16:12.696953",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "Data Doctype",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}