feat: Custom dropdown items

crm/fcrm/doctype/crm_dropdown_item/crm_dropdown_item.json

@@ -0,0 +1,94 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-12-27 17:42:33.089685",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "name1",
+  "label",
+  "type",
+  "route",
+  "open_in_new_window",
+  "hidden",
+  "is_standard",
+  "column_break_mvbq",
+  "icon"
+ ],
+ "fields": [
+  {
+   "fieldname": "label",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Label",
+   "mandatory_depends_on": "eval:doc.type == 'Route'"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "Route\nSeparator",
+   "read_only_depends_on": "eval:doc.is_standard"
+  },
+  {
+   "depends_on": "eval:doc.type == 'Route'",
+   "fieldname": "route",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Route",
+   "mandatory_depends_on": "eval:doc.type == 'Route'"
+  },
+  {
+   "default": "0",
+   "fieldname": "hidden",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Hidden"
+  },
+  {
+   "default": "0",
+   "fieldname": "is_standard",
+   "fieldtype": "Check",
+   "label": "Is Standard",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_mvbq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "description": "Add svg code or use feather icons e.g 'settings'",
+   "fieldname": "icon",
+   "fieldtype": "Code",
+   "label": "Icon"
+  },
+  {
+   "default": "1",
+   "depends_on": "eval:doc.type == 'Route'",
+   "fieldname": "open_in_new_window",
+   "fieldtype": "Check",
+   "label": "Open in new window"
+  },
+  {
+   "depends_on": "eval:doc.is_standard",
+   "fieldname": "name1",
+   "fieldtype": "Data",
+   "label": "Name",
+   "read_only": 1,
+   "unique": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2024-12-27 19:35:53.012508",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Dropdown Item",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_dropdown_item/crm_dropdown_item.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 CRMDropdownItem(Document):
+	pass

crm/fcrm/doctype/fcrm_settings/fcrm_settings.json

@@ -5,19 +5,26 @@
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
-  "restore_defaults"
+  "restore_defaults",
+  "dropdown_items"
  ],
  "fields": [
   {
    "fieldname": "restore_defaults",
    "fieldtype": "Button",
    "label": "Restore Defaults"
+  },
+  {
+   "fieldname": "dropdown_items",
+   "fieldtype": "Table",
+   "label": "Dropdown Items",
+   "options": "CRM Dropdown Item"
   }
  ],
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2024-09-29 13:49:07.835379",
+ "modified": "2024-12-27 17:47:29.196692",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "FCRM Settings",

crm/fcrm/doctype/fcrm_settings/fcrm_settings.py

@@ -3,10 +3,36 @@
 
 import frappe
 from frappe.model.document import Document
+
 from crm.install import after_install
 
 
 class FCRMSettings(Document):
 	@frappe.whitelist()
 	def restore_defaults(self, force=False):
 		after_install(force)
+
+
+def after_migrate():
+	sync_table("dropdown_items", "standard_dropdown_items")
+
+
+def sync_table(key, hook):
+	crm_settings = FCRMSettings("FCRM Settings")
+	existing_items = {d.name1: d for d in crm_settings.get(key)}
+	new_standard_items = {}
+
+	# add new items
+	count = 0  # maintain count because list may come from seperate apps
+	for item in frappe.get_hooks(hook):
+		if item.get("name1") not in existing_items:
+			crm_settings.append(key, item, count)
+		new_standard_items[item.get("name1")] = True
+		count += 1
+
+	# remove unused items
+	items = crm_settings.get(key)
+	items = [item for item in items if not (item.is_standard and (item.name1 not in new_standard_items))]
+	crm_settings.set(key, items)
+
+	crm_settings.save()

crm/hooks.py

@@ -57,7 +57,7 @@
 
 # website user home page (by Role)
 # role_home_page = {
-#	"Role": "home_page"
+# "Role": "home_page"
 # }
 
 website_route_rules = [
@@ -75,8 +75,8 @@
 
 # add methods and filters to jinja environment
 # jinja = {
-#	"methods": "crm.utils.jinja_methods",
-#	"filters": "crm.utils.jinja_filters"
+# "methods": "crm.utils.jinja_methods",
+# "filters": "crm.utils.jinja_filters"
 # }
 
 # Installation
@@ -118,11 +118,11 @@
 # Permissions evaluated in scripted ways
 
 # permission_query_conditions = {
-#	"Event": "frappe.desk.doctype.event.event.get_permission_query_conditions",
+# "Event": "frappe.desk.doctype.event.event.get_permission_query_conditions",
 # }
 #
 # has_permission = {
-#	"Event": "frappe.desk.doctype.event.event.has_permission",
+# "Event": "frappe.desk.doctype.event.event.has_permission",
 # }
 
 # DocType Class
@@ -155,32 +155,34 @@
 		"on_update": ["crm.api.whatsapp.on_update"],
 	},
 	"CRM Deal": {
-		"on_update": ["crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"],
+		"on_update": [
+			"crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"
+		],
 	},
 	"User": {
 		"before_validate": ["crm.api.demo.validate_user"],
-	}
+	},
 }
 
 # Scheduled Tasks
 # ---------------
 
 # scheduler_events = {
-#	"all": [
-#		"crm.tasks.all"
-#	],
-#	"daily": [
-#		"crm.tasks.daily"
-#	],
-#	"hourly": [
-#		"crm.tasks.hourly"
-#	],
-#	"weekly": [
-#		"crm.tasks.weekly"
-#	],
-#	"monthly": [
-#		"crm.tasks.monthly"
-#	],
+# "all": [
+# "crm.tasks.all"
+# ],
+# "daily": [
+# "crm.tasks.daily"
+# ],
+# "hourly": [
+# "crm.tasks.hourly"
+# ],
+# "weekly": [
+# "crm.tasks.weekly"
+# ],
+# "monthly": [
+# "crm.tasks.monthly"
+# ],
 # }
 
 # Testing
@@ -192,14 +194,14 @@
 # ------------------------------
 #
 # override_whitelisted_methods = {
-#	"frappe.desk.doctype.event.event.get_events": "crm.event.get_events"
+# "frappe.desk.doctype.event.event.get_events": "crm.event.get_events"
 # }
 #
 # each overriding function accepts a `data` argument;
 # generated from the base implementation of the doctype dashboard,
 # along with any modifications made in other Frappe apps
 # override_doctype_dashboards = {
-#	"Task": "crm.task.get_dashboard_data"
+# "Task": "crm.task.get_dashboard_data"
 # }
 
 # exempt linked doctypes from being automatically cancelled
@@ -225,29 +227,87 @@
 # --------------------
 
 # user_data_fields = [
-#	{
-#		"doctype": "{doctype_1}",
-#		"filter_by": "{filter_by}",
-#		"redact_fields": ["{field_1}", "{field_2}"],
-#		"partial": 1,
-#	},
-#	{
-#		"doctype": "{doctype_2}",
-#		"filter_by": "{filter_by}",
-#		"partial": 1,
-#	},
-#	{
-#		"doctype": "{doctype_3}",
-#		"strict": False,
-#	},
-#	{
-#		"doctype": "{doctype_4}"
-#	}
+# {
+# "doctype": "{doctype_1}",
+# "filter_by": "{filter_by}",
+# "redact_fields": ["{field_1}", "{field_2}"],
+# "partial": 1,
+# },
+# {
+# "doctype": "{doctype_2}",
+# "filter_by": "{filter_by}",
+# "partial": 1,
+# },
+# {
+# "doctype": "{doctype_3}",
+# "strict": False,
+# },
+# {
+# "doctype": "{doctype_4}"
+# }
 # ]
 
 # Authentication and authorization
 # --------------------------------
 
 # auth_hooks = [
-#	"crm.auth.validate"
+# "crm.auth.validate"
 # ]
+
+after_migrate = ["crm.fcrm.doctype.fcrm_settings.fcrm_settings.after_migrate"]
+
+standard_dropdown_items = [
+	{
+		"name1": "app_selector",
+		"label": "Apps",
+		"type": "Route",
+		"route": "#",
+		"is_standard": 1,
+	},
+	{
+		"name1": "support_link",
+		"label": "Support",
+		"type": "Route",
+		"icon": "life-buoy",
+		"route": "https://t.me/frappecrm",
+		"is_standard": 1,
+	},
+	{
+		"name1": "docs_link",
+		"label": "Docs",
+		"type": "Route",
+		"icon": "book-open",
+		"route": "https://docs.frappe.io/crm",
+		"is_standard": 1,
+	},
+	{
+		"name1": "toggle_theme",
+		"label": "Toggle theme",
+		"type": "Route",
+		"icon": "moon",
+		"route": "#",
+		"is_standard": 1,
+	},
+	{
+		"name1": "settings",
+		"label": "Settings",
+		"type": "Route",
+		"icon": "settings",
+  		"route": "#",
+		"is_standard": 1,
+	},
+	{
+		"name1": "separator",
+		"label": "",
+		"type": "Separator",
+		"is_standard": 1,
+	},
+	{
+		"name1": "logout",
+		"label": "Log out",
+		"type": "Route",
+		"icon": "log-out",
+  		"route": "#",
+		"is_standard": 1,
+	},
+]