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Sales Users Unable to Update Lead Status After Allocation #557

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Venkateshvenki404224 opened this issue Jan 29, 2025 · 0 comments
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Description

When a Sales Manager assigns a lead to a Sales User in Frappe CRM, the lead remains in read-only mode by default. This prevents the Sales User from updating the lead status or making necessary modifications. To ensure smooth lead management and status tracking, Sales Users should have write access to leads assigned to them.

Expected Behavior

  • Sales Users should be able to edit and update lead details once assigned.

Current Issue

  • Leads remain in read-only mode after allocation.
  • Sales Users are unable to change lead status, update fields, or add relevant notes.

Request

  • Modify access permissions so that assigned Sales Users have write access to the leads they receive.

Error:

Below is the error when changing the status of a lead :
Failed to load resource: the server responded with a status of 403 (FORBIDDEN)
frappeRequest.js:67 Traceback (most recent call last):
  File "apps/frappe/frappe/app.py", line 114, in application
    response = frappe.api.handle(request)
               ^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/api/__init__.py", line 49, in handle
    data = endpoint(**arguments)
           ^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/api/v1.py", line 36, in handle_rpc_call
    return frappe.handler.handle()
           ^^^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/handler.py", line 49, in handle
    data = execute_cmd(cmd)
           ^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/handler.py", line 85, in execute_cmd
    return frappe.call(method, **frappe.form_dict)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/__init__.py", line 1778, in call
    return fn(*args, **newargs)
           ^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/utils/typing_validations.py", line 31, in wrapper
    return func(*args, **kwargs)
           ^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/client.py", line 188, in set_value
    doc.save()
  File "apps/frappe/frappe/model/document.py", line 337, in save
    return self._save(*args, **kwargs)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "apps/frappe/frappe/model/document.py", line 363, in _save
    self.check_permission("write", "save")
  File "apps/frappe/frappe/model/document.py", line 220, in check_permission
    self.raise_no_permission_to(permtype)
  File "apps/frappe/frappe/model/document.py", line 241, in raise_no_permission_to
    raise frappe.PermissionError
frappe.exceptions.PermissionError

frappeRequest.js:71  Uncaught (in promise) Error: /api/method/frappe.client.set_value PermissionError Insufficient Permission for CRM Lead (<strong>write</strong>)
    at Object.transformResponse (frappeRequest.js:71:17)
    at async Proxy.o (resources.js:103:18)
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