feat: Customer Interaction DocType for CRM contact logs from supplemental.xlsx

2026-05-23 07:38:41 +00:00
parent 313da27e56
commit 0997de940e
6 changed files with 280 additions and 0 deletions
@@ -0,0 +1,8 @@
+// Copyright (c) 2026, Westech and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("Customer Interaction", {
+// 	refresh(frm) {
+
+// 	},
+// });
@@ -0,0 +1,147 @@
+{
+ "actions": [],
+ "autoname": "autoincrement",
+ "creation": "2026-05-22 11:58:31.649154",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "customer",
+  "customer_number",
+  "contact_name",
+  "phone_1",
+  "phone_2",
+  "email_1",
+  "email_2",
+  "address",
+  "city",
+  "zip",
+  "hours",
+  "notes",
+  "red_r2",
+  "dnc",
+  "raw_name",
+  "raw_phone1",
+  "raw_phone2",
+  "raw_email"
+ ],
+ "fields": [
+  {
+   "fieldname": "customer",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Customer",
+   "options": "Customer",
+   "reqd": 1
+  },
+  {
+   "fieldname": "customer_number",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Customer Number"
+  },
+  {
+   "fieldname": "contact_name",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Contact Name"
+  },
+  {
+   "fieldname": "phone_1",
+   "fieldtype": "Data",
+   "label": "Phone 1"
+  },
+  {
+   "fieldname": "phone_2",
+   "fieldtype": "Data",
+   "label": "Phone 2"
+  },
+  {
+   "fieldname": "email_1",
+   "fieldtype": "Data",
+   "label": "Email 1"
+  },
+  {
+   "fieldname": "email_2",
+   "fieldtype": "Data",
+   "label": "Email 2"
+  },
+  {
+   "fieldname": "address",
+   "fieldtype": "Text",
+   "label": "Address"
+  },
+  {
+   "fieldname": "city",
+   "fieldtype": "Data",
+   "label": "City"
+  },
+  {
+   "fieldname": "zip",
+   "fieldtype": "Data",
+   "label": "Zip"
+  },
+  {
+   "fieldname": "hours",
+   "fieldtype": "Data",
+   "label": "Hours"
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Text",
+   "label": "Notes"
+  },
+  {
+   "fieldname": "red_r2",
+   "fieldtype": "Data",
+   "in_standard_filter": 1,
+   "label": "Red R2"
+  },
+  {
+   "default": "0",
+   "fieldname": "dnc",
+   "fieldtype": "Check",
+   "label": "DNC"
+  },
+  {
+   "fieldname": "raw_name",
+   "fieldtype": "Text",
+   "label": "Raw Name"
+  },
+  {
+   "fieldname": "raw_phone1",
+   "fieldtype": "Data",
+   "label": "Raw Phone 1"
+  },
+  {
+   "fieldname": "raw_phone2",
+   "fieldtype": "Data",
+   "label": "Raw Phone 2"
+  },
+  {
+   "fieldname": "raw_email",
+   "fieldtype": "Data",
+   "label": "Raw Email"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2026-05-22 11:58:31.649154",
+ "modified_by": "Administrator",
+ "module": "Westech R2",
+ "name": "Customer Interaction",
+ "naming_rule": "Autoincrement",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "contact_name",
+ "track_changes": 1,
+ "track_seen": 1
+}
@@ -0,0 +1,9 @@
+# Copyright (c) 2026, Westech and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CustomerInteraction(Document):
+	pass
@@ -0,0 +1,9 @@
+# Copyright (c) 2026, Westech and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCustomerInteraction(FrappeTestCase):
+	pass