feat: Default view

crm/api/views.py

@@ -8,9 +8,14 @@ def get_views(doctype):
 	query = (
 		frappe.qb.from_(View)
 		.select("*")
-		.where(Criterion.any([View.user == '', View.user == frappe.session.user]))
+		.where(Criterion.any([View.user == "", View.user == frappe.session.user]))
 	)
 	if doctype:
 		query = query.where(View.dt == doctype)
 	views = query.run(as_dict=True)
-	return views
+	return views
+
+
+@frappe.whitelist()
+def get_default_view():
+	return frappe.db.get_single_value("FCRM Settings", "default_view") or None

crm/fcrm/doctype/crm_view_settings/crm_view_settings.py

@@ -1,6 +1,7 @@
 # Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 import json
+
 import frappe
 from frappe.model.document import Document, get_controller
 from frappe.utils import parse_json
@@ -9,15 +10,16 @@
 class CRMViewSettings(Document):
 	pass
 
+
 @frappe.whitelist()
 def create(view):
 	view = frappe._dict(view)
 
 	view.filters = parse_json(view.filters) or {}
-	view.columns = parse_json(view.columns or '[]')
-	view.rows = parse_json(view.rows or '[]')
-	view.kanban_columns = parse_json(view.kanban_columns or '[]')
-	view.kanban_fields = parse_json(view.kanban_fields or '[]')
+	view.columns = parse_json(view.columns or "[]")
+	view.rows = parse_json(view.rows or "[]")
+	view.kanban_columns = parse_json(view.kanban_columns or "[]")
+	view.kanban_fields = parse_json(view.kanban_fields or "[]")
 
 	default_rows = sync_default_rows(view.doctype)
 	view.rows = view.rows + default_rows if default_rows else view.rows
@@ -31,7 +33,7 @@ def create(view):
 	doc = frappe.new_doc("CRM View Settings")
 	doc.name = view.label
 	doc.label = view.label
-	doc.type = view.type or 'list'
+	doc.type = view.type or "list"
 	doc.icon = view.icon
 	doc.dt = view.doctype
 	doc.user = frappe.session.user
@@ -49,6 +51,7 @@ def create(view):
 	doc.insert()
 	return doc
 
+
 @frappe.whitelist()
 def update(view):
 	view = frappe._dict(view)
@@ -65,7 +68,7 @@ def update(view):
 
 	doc = frappe.get_doc("CRM View Settings", view.name)
 	doc.label = view.label
-	doc.type = view.type or 'list'
+	doc.type = view.type or "list"
 	doc.icon = view.icon
 	doc.route_name = view.route_name or ""
 	doc.load_default_columns = view.load_default_columns or False
@@ -81,11 +84,13 @@ def update(view):
 	doc.save()
 	return doc
 
+
 @frappe.whitelist()
 def delete(name):
 	if frappe.db.exists("CRM View Settings", name):
 		frappe.delete_doc("CRM View Settings", name)
 
+
 @frappe.whitelist()
 def public(name, value):
 	if frappe.session.user != "Administrator" and "Sales Manager" not in frappe.get_roles():
@@ -98,15 +103,18 @@ def public(name, value):
 	doc.user = "" if value else frappe.session.user
 	doc.save()
 
+
 @frappe.whitelist()
 def pin(name, value):
 	doc = frappe.get_doc("CRM View Settings", name)
 	doc.pinned = value
 	doc.save()
 
+
 def remove_duplicates(l):
 	return list(dict.fromkeys(l))
 
+
 def sync_default_rows(doctype, type="list"):
 	list = get_controller(doctype)
 	rows = []
@@ -116,6 +124,7 @@ def sync_default_rows(doctype, type="list"):
 
 	return rows
 
+
 def sync_default_columns(view):
 	list = get_controller(view.doctype)
 	columns = []
@@ -136,15 +145,22 @@ def sync_default_columns(view):
 	return columns
 
 
+@frappe.whitelist()
+def set_as_default(name=None, type=None, doctype=None):
+	if not name:
+		name = type + "_" + doctype
+	frappe.db.set_single_value("FCRM Settings", "default_view", name)
+
+
 @frappe.whitelist()
 def create_or_update_default_view(view):
 	view = frappe._dict(view)
 
 	filters = parse_json(view.filters) or {}
-	columns = parse_json(view.columns or '[]')
-	rows = parse_json(view.rows or '[]')
-	kanban_columns = parse_json(view.kanban_columns or '[]')
-	kanban_fields = parse_json(view.kanban_fields or '[]')
+	columns = parse_json(view.columns or "[]")
+	rows = parse_json(view.rows or "[]")
+	kanban_columns = parse_json(view.kanban_columns or "[]")
+	kanban_fields = parse_json(view.kanban_fields or "[]")
 
 	default_rows = sync_default_rows(view.doctype, view.type)
 	rows = rows + default_rows if default_rows else rows
@@ -157,17 +173,12 @@ def create_or_update_default_view(view):
 
 	doc = frappe.db.exists(
 		"CRM View Settings",
-		{
-			"dt": view.doctype,
-			"type": view.type or 'list',
-			"is_default": True,
-			"user": frappe.session.user
-		},
+		{"dt": view.doctype, "type": view.type or "list", "is_default": True, "user": frappe.session.user},
 	)
 	if doc:
 		doc = frappe.get_doc("CRM View Settings", doc)
 		doc.label = view.label
-		doc.type = view.type or 'list'
+		doc.type = view.type or "list"
 		doc.route_name = view.route_name or ""
 		doc.load_default_columns = view.load_default_columns or False
 		doc.filters = json.dumps(filters)
@@ -182,10 +193,10 @@ def create_or_update_default_view(view):
 		doc.save()
 	else:
 		doc = frappe.new_doc("CRM View Settings")
-		label = 'Group By View' if view.type == 'group_by' else 'List View'
+		label = "Group By View" if view.type == "group_by" else "List View"
 		doc.name = view.label or label
 		doc.label = view.label or label
-		doc.type = view.type or 'list'
+		doc.type = view.type or "list"
 		doc.dt = view.doctype
 		doc.user = frappe.session.user
 		doc.route_name = view.route_name or ""
@@ -200,4 +211,4 @@ def create_or_update_default_view(view):
 		doc.columns = json.dumps(columns)
 		doc.rows = json.dumps(rows)
 		doc.is_default = True
-		doc.insert()
+		doc.insert()

crm/fcrm/doctype/fcrm_settings/fcrm_settings.json

@@ -6,6 +6,8 @@
  "engine": "InnoDB",
  "field_order": [
   "defaults_tab",
+  "default_view",
+  "column_break_jeeh",
   "restore_defaults",
   "branding_tab",
   "brand_name",
@@ -56,12 +58,21 @@
    "fieldname": "favicon",
    "fieldtype": "Attach",
    "label": "Favicon"
+  },
+  {
+   "fieldname": "default_view",
+   "fieldtype": "Data",
+   "label": "Default View"
+  },
+  {
+   "fieldname": "column_break_jeeh",
+   "fieldtype": "Column Break"
   }
  ],
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-01-19 14:23:05.981355",
+ "modified": "2025-02-18 17:05:39.440396",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "FCRM Settings",

frontend/src/components/ViewControls.vue

@@ -215,6 +215,7 @@ import QuickFilterField from '@/components/QuickFilterField.vue'
 import RefreshIcon from '@/components/Icons/RefreshIcon.vue'
 import EditIcon from '@/components/Icons/EditIcon.vue'
 import DuplicateIcon from '@/components/Icons/DuplicateIcon.vue'
+import CheckIcon from '@/components/Icons/CheckIcon.vue'
 import PinIcon from '@/components/Icons/PinIcon.vue'
 import UnpinIcon from '@/components/Icons/UnpinIcon.vue'
 import ViewModal from '@/components/Modals/ViewModal.vue'
@@ -263,7 +264,7 @@ const props = defineProps({
 
 const { brand } = getSettings()
 const { $dialog } = globalStore()
-const { reload: reloadView, getView } = viewsStore()
+const { reload: reloadView, getDefaultView, getView } = viewsStore()
 const { isManager } = usersStore()
 
 const list = defineModel()
@@ -887,9 +888,20 @@ function updatePageLength(value, loadMore = false) {
 
 // View Actions
 const viewActions = (view) => {
-  let isDefault = typeof view.name === 'string'
+  let isStandard = typeof view.name === 'string'
   let _view = getView(view.name)
 
+  if (isStandard) {
+    _view = getView(null, view.name, props.doctype)
+  }
+
+  if (!_view) {
+    _view = {
+      type: view.name,
+      dt: props.doctype,
+    }
+  }
+
   let actions = [
     {
       group: __('Default Views'),
@@ -904,7 +916,15 @@ const viewActions = (view) => {
     },
   ]
 
-  if (!isDefault && (!_view.public || isManager())) {
+  if (!isStandardView(_view, isStandard)) {
+    actions[0].items.unshift({
+      label: __('Set as default'),
+      icon: () => h(CheckIcon, { class: 'h-4 w-4' }),
+      onClick: () => setAsDefault(_view),
+    })
+  }
+
+  if (!isStandard && (!_view.public || isManager())) {
     actions[0].items.push({
       label: __('Edit'),
       icon: () => h(EditIcon, { class: 'h-4 w-4' }),
@@ -961,6 +981,18 @@ const viewActions = (view) => {
   return actions
 }
 
+function isStandardView(v, isStandard) {
+  let defaultView = getDefaultView()
+
+  if (!defaultView) return false
+
+  if (isStandard && !v.name) {
+    return defaultView == v.type + '_' + v.dt
+  }
+
+  return defaultView == v.name
+}
+
 const viewModalObj = ref({})
 
 function createView() {
@@ -972,6 +1004,17 @@ function createView() {
   showViewModal.value = true
 }
 
+function setAsDefault(v) {
+  call('crm.fcrm.doctype.crm_view_settings.crm_view_settings.set_as_default', {
+    name: v.name,
+    type: v.type,
+    doctype: v.dt,
+  }).then(() => {
+    reloadView()
+    list.value.reload()
+  })
+}
+
 function duplicateView(v) {
   v.label = v.label + __(' (New)')
   viewModalObj.value = v

frontend/src/router.js

@@ -1,11 +1,11 @@
 import { createRouter, createWebHistory } from 'vue-router'
 import { userResource } from '@/stores/user'
 import { sessionStore } from '@/stores/session'
+import { viewsStore } from '@/stores/views'
 
 const routes = [
   {
     path: '/',
-    redirect: { name: 'Leads' },
     name: 'Home',
   },
   {
@@ -113,7 +113,17 @@ router.beforeEach(async (to, from, next) => {
   isLoggedIn && (await userResource.promise)
 
   if (to.name === 'Home' && isLoggedIn) {
-    next({ name: 'Leads' })
+    const { getDefaultView, defaultView } = viewsStore()
+    await defaultView.promise
+
+    let { name, type, view } = getDefaultView(true)
+    name = name || 'Leads'
+
+    if (view) {
+      next({ name, params: { viewType: type }, query: { view } })
+    } else {
+      next({ name, params: { viewType: type } })
+    }
   } else if (!isLoggedIn) {
     window.location.href = '/login?redirect-to=/crm'
   } else if (to.matched.length === 0) {