Merge pull request #52 from shariquerik/status-change-log

feat: Add status change log in Lead/Deal

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -42,7 +42,9 @@
   "response_by",
   "column_break_hpvj",
   "first_response_time",
-  "first_responded_on"
+  "first_responded_on",
+  "log_tab",
+  "status_change_log"
  ],
  "fields": [
   {
@@ -251,11 +253,22 @@
    "fieldtype": "Data",
    "label": "Phone",
    "options": "Phone"
+  },
+  {
+   "fieldname": "log_tab",
+   "fieldtype": "Tab Break",
+   "label": "Log"
+  },
+  {
+   "fieldname": "status_change_log",
+   "fieldtype": "Table",
+   "label": "Status Change Log",
+   "options": "CRM Status Change Log"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-01-05 16:10:59.595577",
+ "modified": "2024-01-06 14:05:52.669699",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -8,6 +8,7 @@
 from frappe.model.document import Document
 
 from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
+from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import add_status_change_log
 
 
 class CRMDeal(Document):
@@ -20,6 +21,8 @@ def validate(self):
 		self.update_organization()
 		if self.deal_owner and not self.is_new():
 			self.assign_agent(self.deal_owner)
+		if self.has_value_changed("status"):
+			add_status_change_log(self)
 
 	def after_insert(self):
 		if self.deal_owner:

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -46,7 +46,9 @@
   "response_by",
   "column_break_pweh",
   "first_response_time",
-  "first_responded_on"
+  "first_responded_on",
+  "log_tab",
+  "status_change_log"
  ],
  "fields": [
   {
@@ -84,7 +86,7 @@
    "options": "Gender"
   },
   {
-   "default": "Open",
+   "default": "New",
    "fieldname": "status",
    "fieldtype": "Link",
    "in_list_view": 1,
@@ -273,12 +275,24 @@
    "fieldtype": "Link",
    "label": "Territory",
    "options": "CRM Territory"
+  },
+  {
+   "fieldname": "log_tab",
+   "fieldtype": "Tab Break",
+   "label": "Log",
+   "read_only": 1
+  },
+  {
+   "fieldname": "status_change_log",
+   "fieldtype": "Table",
+   "label": "Status Change Log",
+   "options": "CRM Status Change Log"
   }
  ],
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-01-04 21:34:32.388456",
+ "modified": "2024-01-06 13:33:54.744542",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",

crm/fcrm/doctype/crm_lead/crm_lead.py

@@ -9,6 +9,7 @@
 
 from frappe.utils import has_gravatar, validate_email_address
 from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
+from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import add_status_change_log
 
 
 class CRMLead(Document):
@@ -22,6 +23,8 @@ def validate(self):
 		self.validate_email()
 		if self.lead_owner and not self.is_new():
 			self.assign_agent(self.lead_owner)
+		if self.has_value_changed("status"):
+			add_status_change_log(self)
 
 	def after_insert(self):
 		if self.lead_owner:

crm/fcrm/doctype/crm_status_change_log/crm_status_change_log.json

@@ -0,0 +1,78 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-01-06 13:15:31.392201",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "from",
+  "to",
+  "from_date",
+  "to_date",
+  "column_break_mwmz",
+  "duration",
+  "last_status_change_log",
+  "log_owner"
+ ],
+ "fields": [
+  {
+   "fieldname": "from",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "From"
+  },
+  {
+   "fieldname": "from_date",
+   "fieldtype": "Datetime",
+   "in_list_view": 1,
+   "label": "From Date"
+  },
+  {
+   "fieldname": "duration",
+   "fieldtype": "Duration",
+   "in_list_view": 1,
+   "label": "Duration"
+  },
+  {
+   "fieldname": "column_break_mwmz",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "to",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "To"
+  },
+  {
+   "fieldname": "to_date",
+   "fieldtype": "Datetime",
+   "in_list_view": 1,
+   "label": "To Date"
+  },
+  {
+   "fieldname": "last_status_change_log",
+   "fieldtype": "Link",
+   "label": "Last Status Change Log",
+   "options": "CRM Status Change Log"
+  },
+  {
+   "fieldname": "log_owner",
+   "fieldtype": "Link",
+   "label": "Owner",
+   "options": "User"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2024-01-06 13:26:40.597277",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Status Change Log",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_status_change_log/crm_status_change_log.py

@@ -0,0 +1,27 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from datetime import datetime
+from frappe.model.document import Document
+
+
+class CRMStatusChangeLog(Document):
+	pass
+
+
+def add_status_change_log(doc):
+	if not doc.is_new():
+		last_status_change = doc.status_change_log[-1]
+		last_status_change.to = doc.status
+		last_status_change.to_date = datetime.now()
+		last_status_change.log_owner = frappe.session.user
+		last_status_change.duration = (last_status_change.to_date - last_status_change.from_date).total_seconds()
+
+	doc.append("status_change_log", {
+		"from": doc.status,
+		"to": "",
+		"from_date": datetime.now(),
+		"to_date": "",
+		"log_owner": frappe.session.user,
+	})