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

westech_r2/doctype/customer_interaction/customer_interaction.js

@@ -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) {
+
+// 	},
+// });

westech_r2/doctype/customer_interaction/customer_interaction.json

@@ -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
+}

westech_r2/doctype/customer_interaction/customer_interaction.py

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+# 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

westech_r2/doctype/customer_interaction/test_customer_interaction.py

@@ -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

westech_r2/import_customer_interactions.py

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+import frappe
+import csv
+
+def create_customer_interaction_doctype():
+    """Create Customer Interaction DocType if it doesn't exist"""
+    if frappe.db.exists("DocType", "Customer Interaction"):
+        print("Customer Interaction DocType already exists")
+        return
+    
+    doc = frappe.get_doc({
+        "doctype": "DocType",
+        "module": "Westech R2",
+        "name": "Customer Interaction",
+        "title_field": "contact_name",
+        "autoname": "autoincrement",
+        "naming_rule": "Autoincrement",
+        "track_changes": 1,
+        "track_seen": 1,
+        "fields": [
+            {"label": "Customer", "fieldname": "customer", "fieldtype": "Link", "options": "Customer", "in_list_view": 1, "reqd": 1, "in_standard_filter": 1},
+            {"label": "Customer Number", "fieldname": "customer_number", "fieldtype": "Data", "in_list_view": 1, "in_standard_filter": 1},
+            {"label": "Contact Name", "fieldname": "contact_name", "fieldtype": "Data", "in_list_view": 1},
+            {"label": "Phone 1", "fieldname": "phone_1", "fieldtype": "Data"},
+            {"label": "Phone 2", "fieldname": "phone_2", "fieldtype": "Data"},
+            {"label": "Email 1", "fieldname": "email_1", "fieldtype": "Data"},
+            {"label": "Email 2", "fieldname": "email_2", "fieldtype": "Data"},
+            {"label": "Address", "fieldname": "address", "fieldtype": "Text"},
+            {"label": "City", "fieldname": "city", "fieldtype": "Data"},
+            {"label": "Zip", "fieldname": "zip", "fieldtype": "Data"},
+            {"label": "Hours", "fieldname": "hours", "fieldtype": "Data"},
+            {"label": "Notes", "fieldname": "notes", "fieldtype": "Text"},
+            {"label": "Red R2", "fieldname": "red_r2", "fieldtype": "Data", "in_standard_filter": 1},
+            {"label": "DNC", "fieldname": "dnc", "fieldtype": "Check"},
+            {"label": "Raw Name", "fieldname": "raw_name", "fieldtype": "Text"},
+            {"label": "Raw Phone 1", "fieldname": "raw_phone1", "fieldtype": "Data"},
+            {"label": "Raw Phone 2", "fieldname": "raw_phone2", "fieldtype": "Data"},
+            {"label": "Raw Email", "fieldname": "raw_email", "fieldtype": "Data"},
+        ]
+    })
+    
+    doc.insert()
+    frappe.db.commit()
+    print(f"Created Customer Interaction DocType")
+
+def import_contacts(csv_path):
+    """Import contacts from CSV file"""
+    count = 0
+    errors = 0
+    
+    with open(csv_path, 'r', encoding='utf-8') as f:
+        reader = csv.DictReader(f)
+        for row in reader:
+            try:
+                # Find customer by customer_number
+                customer = frappe.db.get_value("Customer", {"customer_number": row['customer_number']}, "name")
+                
+                if not customer:
+                    # Customer doesn't exist yet, skip or create placeholder
+                    errors += 1
+                    continue
+                
+                interaction = frappe.get_doc({
+                    "doctype": "Customer Interaction",
+                    "customer": customer,
+                    "customer_number": row['customer_number'],
+                    "contact_name": row.get('contact_name', ''),
+                    "phone_1": row.get('phone_1', ''),
+                    "phone_2": row.get('phone_2', ''),
+                    "email_1": row.get('email_1', ''),
+                    "email_2": row.get('email_2', ''),
+                    "address": row.get('address', ''),
+                    "city": row.get('city', ''),
+                    "zip": row.get('zip', ''),
+                    "hours": row.get('hours', ''),
+                    "notes": row.get('notes', ''),
+                    "red_r2": row.get('red_r2', ''),
+                    "dnc": 1 if row.get('dnc', '').strip() else 0,
+                    "raw_name": row.get('raw_name', ''),
+                    "raw_phone1": row.get('raw_phone1', ''),
+                    "raw_phone2": row.get('raw_phone2', ''),
+                    "raw_email": row.get('raw_email', '')
+                })
+                
+                interaction.insert()
+                count += 1
+                
+                if count % 500 == 0:
+                    frappe.db.commit()
+                    print(f"Imported {count} interactions...")
+                    
+            except Exception as e:
+                errors += 1
+                if errors < 10:
+                    print(f"Error importing row {count}: {e}")
+    
+    frappe.db.commit()
+    print(f"Import complete: {count} interactions imported, {errors} errors")
+
+if __name__ == "__main__":
+    frappe.init(site="erpnext.local")
+    frappe.connect()
+    
+    try:
+        create_customer_interaction_doctype()
+        import_contacts("/home/frappe/erpnext-bench/apps/westech_r2/westech_r2/crm_contacts_clean.csv")
+    finally:
+        frappe.destroy()