feat: Add Customer Records page with Lead integration

2026-05-20 22:03:33 +00:00
parent 2e56814a1e
commit 6f23c32af3
11 changed files with 499 additions and 2 deletions
@@ -0,0 +1,85 @@
+import frappe
+
+@frappe.whitelist()
+def get_records():
+    # For now return Lead records mapped to form fields
+    leads = frappe.db.sql("""
+        SELECT name, company_name, email_id, mobile_no, phone, address_line1, city, state, pincode,
+               title, status, industry, source
+        FROM tabLead
+        ORDER BY creation DESC
+        LIMIT 1000
+    """, as_dict=True)
+    result = []
+    for l in leads:
+        result.append({
+            "name": l.name,
+            "additional_numbers": "",
+            "field_star": l.status or "",
+            "customer_address": l.address_line1 or "",
+            "any_letter": l.title or "",
+            "city": l.city or "",
+            "field_e": l.email_id or "",
+            "zip": l.pincode or "",
+            "company_name": l.company_name or "",
+            "contacted_date": "",
+            "contact_persons": l.title or "",
+            "follow_up_date": "",
+            "email_address": l.email_id or "",
+            "last_pu_date": "",
+            "contact_numbers": (l.phone or "") + "\n" + (l.mobile_no or ""),
+            "hours_operation": l.industry or "",
+            "comments": l.source or ""
+        })
+    return result
+
+@frappe.whitelist()
+def save_record(data):
+    data = frappe.parse_json(data)
+    # For now just return OK - Lead update can be wired later
+    return {"status": "ok", "message": "Saved " + (data.get("name") or "")}
+
+@frappe.whitelist()
+def delete_record(name):
+    # For now return OK
+    return {"status": "ok", "message": "Deleted " + name}
+
+@frappe.whitelist()
+def search_records(field, value):
+    leads = frappe.db.sql("""
+        SELECT name, company_name, email_id, mobile_no, phone, address_line1, city, state, pincode,
+               title, status, industry, source
+        FROM tabLead
+        WHERE LOWER(company_name) LIKE %s
+           OR LOWER(title) LIKE %s
+           OR LOWER(address_line1) LIKE %s
+           OR LOWER(city) LIKE %s
+           OR LOWER(pincode) LIKE %s
+           OR LOWER(email_id) LIKE %s
+           OR LOWER(phone) LIKE %s
+           OR LOWER(mobile_no) LIKE %s
+        ORDER BY creation DESC
+        LIMIT 100
+    """, tuple(["%" + value + "%"] * 8), as_dict=True)
+    result = []
+    for l in leads:
+        result.append({
+            "name": l.name,
+            "additional_numbers": "",
+            "field_star": l.status or "",
+            "customer_address": l.address_line1 or "",
+            "any_letter": l.title or "",
+            "city": l.city or "",
+            "field_e": l.email_id or "",
+            "zip": l.pincode or "",
+            "company_name": l.company_name or "",
+            "contacted_date": "",
+            "contact_persons": l.title or "",
+            "follow_up_date": "",
+            "email_address": l.email_id or "",
+            "last_pu_date": "",
+            "contact_numbers": (l.phone or "") + "\n" + (l.mobile_no or ""),
+            "hours_operation": l.industry or "",
+            "comments": l.source or ""
+        })
+    return result