diff --git a/crm/crm/doctype/__init__.py b/crm/crm/doctype/__init__.py new file mode 100644 index 000000000..e69de29bb diff --git a/crm/crm/doctype/crm_industry/__init__.py b/crm/crm/doctype/crm_industry/__init__.py new file mode 100644 index 000000000..e69de29bb diff --git a/crm/crm/doctype/crm_industry/crm_industry.js b/crm/crm/doctype/crm_industry/crm_industry.js new file mode 100644 index 000000000..1489970c6 --- /dev/null +++ b/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) { + +// }, +// }); diff --git a/crm/crm/doctype/crm_industry/crm_industry.json b/crm/crm/doctype/crm_industry/crm_industry.json new file mode 100644 index 000000000..10be60798 --- /dev/null +++ b/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": [] +} \ No newline at end of file diff --git a/crm/crm/doctype/crm_industry/crm_industry.py b/crm/crm/doctype/crm_industry/crm_industry.py new file mode 100644 index 000000000..cbafacd94 --- /dev/null +++ b/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 diff --git a/crm/crm/doctype/crm_industry/test_crm_industry.py b/crm/crm/doctype/crm_industry/test_crm_industry.py new file mode 100644 index 000000000..8d23632d4 --- /dev/null +++ b/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 diff --git a/crm/crm/doctype/crm_lead/__init__.py b/crm/crm/doctype/crm_lead/__init__.py new file mode 100644 index 000000000..e69de29bb diff --git a/crm/crm/doctype/crm_lead/crm_lead.js b/crm/crm/doctype/crm_lead/crm_lead.js new file mode 100644 index 000000000..0b354d779 --- /dev/null +++ b/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) { + +// }, +// }); diff --git a/crm/crm/doctype/crm_lead/crm_lead.json b/crm/crm/doctype/crm_lead/crm_lead.json new file mode 100644 index 000000000..559e4e69a --- /dev/null +++ b/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 +} \ No newline at end of file diff --git a/crm/crm/doctype/crm_lead/crm_lead.py b/crm/crm/doctype/crm_lead/crm_lead.py new file mode 100644 index 000000000..fc4490fbf --- /dev/null +++ b/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 diff --git a/crm/crm/doctype/crm_lead/test_crm_lead.py b/crm/crm/doctype/crm_lead/test_crm_lead.py new file mode 100644 index 000000000..73a71202a --- /dev/null +++ b/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 diff --git a/crm/crm/doctype/crm_lead_source/__init__.py b/crm/crm/doctype/crm_lead_source/__init__.py new file mode 100644 index 000000000..e69de29bb diff --git a/crm/crm/doctype/crm_lead_source/crm_lead_source.js b/crm/crm/doctype/crm_lead_source/crm_lead_source.js new file mode 100644 index 000000000..2330b7835 --- /dev/null +++ b/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) { + +// }, +// }); diff --git a/crm/crm/doctype/crm_lead_source/crm_lead_source.json b/crm/crm/doctype/crm_lead_source/crm_lead_source.json new file mode 100644 index 000000000..4c07a4ab2 --- /dev/null +++ b/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": [] +} \ No newline at end of file diff --git a/crm/crm/doctype/crm_lead_source/crm_lead_source.py b/crm/crm/doctype/crm_lead_source/crm_lead_source.py new file mode 100644 index 000000000..48487b406 --- /dev/null +++ b/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 diff --git a/crm/crm/doctype/crm_lead_source/test_crm_lead_source.py b/crm/crm/doctype/crm_lead_source/test_crm_lead_source.py new file mode 100644 index 000000000..eb9f2c6a7 --- /dev/null +++ b/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 diff --git a/frontend/src/pages/Leads.vue b/frontend/src/pages/Leads.vue index 26d8f12a3..c85aed7dc 100644 --- a/frontend/src/pages/Leads.vue +++ b/frontend/src/pages/Leads.vue @@ -4,51 +4,75 @@