fix: created crm lead doctype and loaded the data in listview

also created some related doctypes

crm/crm/doctype/crm_industry/crm_industry.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Industry", {
+// refresh(frm) {
+
+// },
+// });

crm/crm/doctype/crm_industry/crm_industry.json

@@ -0,0 +1,48 @@
+{
+ "actions": [],
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:industry",
+ "creation": "2023-07-24 19:40:31.980882",
+ "default_view": "List",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "industry"
+ ],
+ "fields": [
+ {
+ "fieldname": "industry",
+ "fieldtype": "Data",
+ "label": "Industry",
+ "unique": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2023-07-24 19:40:31.980882",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM Industry",
+ "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
+ }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/crm/doctype/crm_industry/crm_industry.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 CRMIndustry(Document):
+ pass

crm/crm/doctype/crm_industry/test_crm_industry.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMIndustry(FrappeTestCase):
+ pass

crm/crm/doctype/crm_lead/crm_lead.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Lead", {
+// refresh(frm) {
+
+// },
+// });

crm/crm/doctype/crm_lead/crm_lead.json

@@ -0,0 +1,198 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "creation": "2023-07-24 12:19:39.616298",
+ "default_view": "List",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "naming_series",
+ "salutation",
+ "first_name",
+ "middle_name",
+ "last_name",
+ "column_break_izjs",
+ "full_name",
+ "gender",
+ "column_break_lcuv",
+ "lead_owner",
+ "status",
+ "source",
+ "section_break_ymew",
+ "email",
+ "website",
+ "column_break_sijm",
+ "mobile_no",
+ "column_break_sjtw",
+ "phone",
+ "section_break_uixv",
+ "organization_name",
+ "no_of_employees",
+ "column_break_dbsv",
+ "annual_revenue",
+ "industry"
+ ],
+ "fields": [
+ {
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "label": "Series",
+ "options": "CRM-LEAD-.YYYY.-"
+ },
+ {
+ "fieldname": "salutation",
+ "fieldtype": "Link",
+ "label": "Salutation",
+ "options": "Salutation"
+ },
+ {
+ "fieldname": "first_name",
+ "fieldtype": "Data",
+ "label": "First Name"
+ },
+ {
+ "fieldname": "middle_name",
+ "fieldtype": "Data",
+ "label": "Middle Name"
+ },
+ {
+ "fieldname": "last_name",
+ "fieldtype": "Data",
+ "label": "Last Name"
+ },
+ {
+ "fieldname": "column_break_lcuv",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "full_name",
+ "fieldtype": "Data",
+ "label": "Full Name",
+ "search_index": 1
+ },
+ {
+ "fieldname": "gender",
+ "fieldtype": "Link",
+ "label": "Gender",
+ "options": "Gender"
+ },
+ {
+ "fieldname": "column_break_izjs",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "label": "Status",
+ "options": "New\nContact made\nProposal made\nNegotiation\nConverted",
+ "reqd": 1,
+ "search_index": 1
+ },
+ {
+ "fieldname": "section_break_ymew",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "email",
+ "fieldtype": "Data",
+ "label": "Email",
+ "options": "Email",
+ "search_index": 1
+ },
+ {
+ "fieldname": "website",
+ "fieldtype": "Data",
+ "label": "Website",
+ "options": "URL"
+ },
+ {
+ "fieldname": "column_break_sijm",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "mobile_no",
+ "fieldtype": "Phone",
+ "label": "Mobile No"
+ },
+ {
+ "fieldname": "column_break_sjtw",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "phone",
+ "fieldtype": "Phone",
+ "label": "Phone"
+ },
+ {
+ "fieldname": "section_break_uixv",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "column_break_dbsv",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "no_of_employees",
+ "fieldtype": "Select",
+ "label": "No. of Employees",
+ "options": "1-10\n11-50\n51-200\n201-500\n501-1000\n1000+"
+ },
+ {
+ "fieldname": "organization_name",
+ "fieldtype": "Data",
+ "label": "Organization Name"
+ },
+ {
+ "fieldname": "annual_revenue",
+ "fieldtype": "Currency",
+ "label": "Annual Revenue"
+ },
+ {
+ "fieldname": "lead_owner",
+ "fieldtype": "Link",
+ "label": "Lead Owner",
+ "options": "User"
+ },
+ {
+ "fieldname": "source",
+ "fieldtype": "Link",
+ "label": "Source",
+ "options": "CRM Lead Source"
+ },
+ {
+ "fieldname": "industry",
+ "fieldtype": "Link",
+ "label": "Industry",
+ "options": "CRM Industry"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2023-07-24 19:43:16.008607",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM Lead",
+ "naming_rule": "By \"Naming Series\" field",
+ "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": [],
+ "track_changes": 1
+}

crm/crm/doctype/crm_lead/crm_lead.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 CRMLead(Document):
+ pass

crm/crm/doctype/crm_lead/test_crm_lead.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMLead(FrappeTestCase):
+ pass

crm/crm/doctype/crm_lead_source/crm_lead_source.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Lead Source", {
+// refresh(frm) {
+
+// },
+// });

crm/crm/doctype/crm_lead_source/crm_lead_source.json

@@ -0,0 +1,55 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:source_name",
+ "creation": "2023-07-24 19:47:01.063203",
+ "default_view": "List",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "source_name",
+ "details"
+ ],
+ "fields": [
+ {
+ "fieldname": "source_name",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Source Name",
+ "reqd": 1,
+ "unique": 1
+ },
+ {
+ "fieldname": "details",
+ "fieldtype": "Text Editor",
+ "label": "Details"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2023-07-24 19:48:09.371379",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM Lead Source",
+ "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
+ }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/crm/doctype/crm_lead_source/crm_lead_source.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 CRMLeadSource(Document):
+ pass

crm/crm/doctype/crm_lead_source/test_crm_lead_source.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMLeadSource(FrappeTestCase):
+ pass