Merge pull request #38 from shariquerik/sla

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -24,7 +24,17 @@
   "deal_owner",
   "section_break_eepu",
   "lead",
-  "column_break_bqvs"
+  "column_break_bqvs",
+  "sla_tab",
+  "sla",
+  "sla_creation",
+  "column_break_pfvq",
+  "sla_status",
+  "response_details_section",
+  "response_by",
+  "column_break_hpvj",
+  "first_response_time",
+  "first_responded_on"
  ],
  "fields": [
   {
@@ -134,11 +144,62 @@
    "fieldname": "organization_tab",
    "fieldtype": "Tab Break",
    "label": "Organization"
+  },
+  {
+   "fieldname": "sla_tab",
+   "fieldtype": "Tab Break",
+   "label": "SLA",
+   "read_only": 1
+  },
+  {
+   "fieldname": "sla",
+   "fieldtype": "Link",
+   "label": "SLA",
+   "options": "CRM Service Level Agreement"
+  },
+  {
+   "fieldname": "response_by",
+   "fieldtype": "Datetime",
+   "label": "Response By"
+  },
+  {
+   "fieldname": "column_break_pfvq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "sla_status",
+   "fieldtype": "Select",
+   "label": "SLA Status",
+   "options": "\nFirst Response Due\nFailed\nFulfilled"
+  },
+  {
+   "fieldname": "sla_creation",
+   "fieldtype": "Datetime",
+   "label": "SLA Creation"
+  },
+  {
+   "fieldname": "response_details_section",
+   "fieldtype": "Section Break",
+   "label": "Response Details"
+  },
+  {
+   "fieldname": "column_break_hpvj",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "first_response_time",
+   "fieldtype": "Duration",
+   "label": "First Response Time"
+  },
+  {
+   "fieldname": "first_responded_on",
+   "fieldtype": "Datetime",
+   "label": "First Responded On"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-29 11:31:46.968519",
+ "modified": "2023-12-11 12:37:51.198228",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -7,10 +7,16 @@
 
 
 class CRMDeal(Document):
+	def before_validate(self):
+		self.set_sla()
+
 	def validate(self):
 		self.set_primary_contact()
 		self.set_primary_email_mobile_no()
 
+	def before_save(self):
+		self.apply_sla()
+
 	def set_primary_contact(self, contact=None):
 		if not self.contacts:
 			return
@@ -45,6 +51,22 @@ def set_primary_email_mobile_no(self):
 			self.email = ""
 			self.mobile_no = ""
 
+	def set_sla(self):
+		"""
+		Find an SLA to apply to the deal.
+		"""
+		if sla := get_sla("CRM Deal"):
+			if not sla:
+				return
+			self.sla = sla.name
+
+	def apply_sla(self):
+		"""
+		Apply SLA if set.
+		"""
+		if sla := frappe.get_last_doc("CRM Service Level Agreement", {"name": self.sla}):
+			sla.apply(self)
+
 	@staticmethod
 	def sort_options():
 		return [
@@ -113,6 +135,9 @@ def default_list_data():
 			"email",
 			"mobile_no",
 			"deal_owner",
+			"sla_status",
+			"first_response_time",
+			"first_responded_on",
 			"modified",
 		]
 		return {'columns': columns, 'rows': rows}
@@ -145,4 +170,10 @@ def set_primary_contact(deal, contact):
 	deal = frappe.get_cached_doc("CRM Deal", deal)
 	deal.set_primary_contact(contact)
 	deal.save()
-	return True
+	return True
+
+def get_sla(doctype):
+	sla = frappe.db.exists("CRM Service Level Agreement", {"apply_on": doctype, "enabled": 1})
+	if not sla:
+		return None
+	return frappe.get_cached_doc("CRM Service Level Agreement", sla)

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -34,7 +34,17 @@
   "no_of_employees",
   "annual_revenue",
   "image",
-  "converted"
+  "converted",
+  "sla_tab",
+  "sla",
+  "sla_creation",
+  "column_break_ffnp",
+  "sla_status",
+  "response_details_section",
+  "response_by",
+  "column_break_pweh",
+  "first_response_time",
+  "first_responded_on"
  ],
  "fields": [
   {
@@ -196,12 +206,63 @@
    "fieldname": "details",
    "fieldtype": "Tab Break",
    "label": "Details"
+  },
+  {
+   "fieldname": "sla_tab",
+   "fieldtype": "Tab Break",
+   "label": "SLA",
+   "read_only": 1
+  },
+  {
+   "fieldname": "sla",
+   "fieldtype": "Link",
+   "label": "SLA",
+   "options": "CRM Service Level Agreement"
+  },
+  {
+   "fieldname": "sla_creation",
+   "fieldtype": "Datetime",
+   "label": "SLA Creation"
+  },
+  {
+   "fieldname": "column_break_ffnp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "sla_status",
+   "fieldtype": "Select",
+   "label": "SLA Status",
+   "options": "\nFirst Response Due\nFailed\nFulfilled"
+  },
+  {
+   "fieldname": "response_details_section",
+   "fieldtype": "Section Break",
+   "label": "Response Details"
+  },
+  {
+   "fieldname": "response_by",
+   "fieldtype": "Datetime",
+   "label": "Response By"
+  },
+  {
+   "fieldname": "column_break_pweh",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "first_response_time",
+   "fieldtype": "Duration",
+   "label": "First Response Time"
+  },
+  {
+   "fieldname": "first_responded_on",
+   "fieldtype": "Datetime",
+   "label": "First Responded On"
   }
  ],
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-29 11:31:08.555096",
+ "modified": "2023-12-10 13:54:53.630114",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",

crm/fcrm/doctype/crm_lead/crm_lead.py

@@ -9,12 +9,18 @@
 
 
 class CRMLead(Document):
+	def before_validate(self):
+		self.set_sla()
+
 	def validate(self):
 		self.set_full_name()
 		self.set_lead_name()
 		self.set_title()
 		self.validate_email()
 
+	def before_save(self):
+		self.apply_sla()
+
 	def set_full_name(self):
 		if self.first_name:
 			self.lead_name = " ".join(
@@ -121,6 +127,22 @@ def create_deal(self, contact):
 		deal.insert(ignore_permissions=True)
 		return deal.name
 
+	def set_sla(self):
+		"""
+		Find an SLA to apply to the lead.
+		"""
+		if sla := get_sla("CRM Lead"):
+			if not sla:
+				return
+			self.sla = sla.name
+
+	def apply_sla(self):
+		"""
+		Apply SLA if set.
+		"""
+		if sla := frappe.get_last_doc("CRM Service Level Agreement", {"name": self.sla}):
+			sla.apply(self)
+
 	@staticmethod
 	def sort_options():
 		return [
@@ -193,6 +215,9 @@ def default_list_data():
 			"mobile_no",
 			"lead_owner",
 			"first_name",
+			"sla_status",
+			"first_response_time",
+			"first_responded_on",
 			"modified",
 			"image",
 		]
@@ -209,4 +234,10 @@ def convert_to_deal(lead):
 	contact = lead.create_contact(False)
 	deal = lead.create_deal(contact)
 	lead.save()
-	return deal
+	return deal
+
+def get_sla(doctype):
+	sla = frappe.db.exists("CRM Service Level Agreement", {"apply_on": doctype, "enabled": 1})
+	if not sla:
+		return None
+	return frappe.get_cached_doc("CRM Service Level Agreement", sla)

crm/fcrm/doctype/crm_service_day/crm_service_day.json

@@ -0,0 +1,59 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2023-12-04 16:07:20.400084",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "workday",
+  "section_break_uegc",
+  "start_time",
+  "column_break_maie",
+  "end_time"
+ ],
+ "fields": [
+  {
+   "fieldname": "workday",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Workday",
+   "options": "Monday\nTuesday\nWednesday\nThursday\nFriday\nSaturday\nSunday",
+   "reqd": 1
+  },
+  {
+   "fieldname": "section_break_uegc",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "start_time",
+   "fieldtype": "Time",
+   "in_list_view": 1,
+   "label": "Start Time",
+   "reqd": 1
+  },
+  {
+   "fieldname": "column_break_maie",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "end_time",
+   "fieldtype": "Time",
+   "in_list_view": 1,
+   "label": "End Time",
+   "reqd": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2023-12-04 16:09:22.928308",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Service Day",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_service_day/crm_service_day.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CRMServiceDay(Document):
+	pass

crm/fcrm/doctype/crm_service_level_agreement/crm_service_level_agreement.js

@@ -0,0 +1,21 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Service Level Agreement", {
+// 	refresh(frm) {
+
+// 	},
+// });
+
+frappe.ui.form.on("CRM Service Level Priority", {
+	priorities_add: function (frm, cdt, cdn) {
+		if (frm.doc.apply_on == "CRM Deal") {
+			frappe.model.set_value(
+				cdt,
+				cdn,
+				"reference_doctype",
+				"CRM Deal Status"
+			);
+		}
+	},
+});