refactor: Telephony Agent

crm/api/session.py

@@ -5,7 +5,16 @@
 def get_users():
 	users = frappe.qb.get_query(
 		"User",
-		fields=["name", "email", "enabled", "user_image", "first_name", "last_name", "full_name", "user_type"],
+		fields=[
+			"name",
+			"email",
+			"enabled",
+			"user_image",
+			"first_name",
+			"last_name",
+			"full_name",
+			"user_type",
+		],
 		order_by="full_name asc",
 		distinct=True,
 	).run(as_dict=1)
@@ -14,11 +23,13 @@ def get_users():
 		if frappe.session.user == user.name:
 			user.session_user = True
 
-		user.is_manager = (
-			"Sales Manager" in frappe.get_roles(user.name) or user.name == "Administrator"
-		)
+		user.is_manager = "Sales Manager" in frappe.get_roles(user.name) or user.name == "Administrator"
+
+		user.is_agent = frappe.db.exists("CRM Telephony Agent", {"user": user.name})
+
 	return users
 
+
 @frappe.whitelist()
 def get_contacts():
 	contacts = frappe.get_all(
@@ -37,7 +48,7 @@ def get_contacts():
 			"mobile_no",
 			"phone",
 			"company_name",
-			"modified"
+			"modified",
 		],
 		order_by="first_name asc",
 		distinct=True,
@@ -58,30 +69,25 @@ def get_contacts():
 
 	return contacts
 
+
 @frappe.whitelist()
 def get_lead_contacts():
 	lead_contacts = frappe.get_all(
 		"CRM Lead",
-		fields=[
-			"name",
-			"lead_name",
-			"mobile_no",
-			"phone",
-			"image",
-			"modified"
-		],
+		fields=["name", "lead_name", "mobile_no", "phone", "image", "modified"],
 		filters={"converted": 0},
 		order_by="lead_name asc",
 		distinct=True,
 	)
 
 	return lead_contacts
 
+
 @frappe.whitelist()
 def get_organizations():
 	organizations = frappe.qb.get_query(
 		"CRM Organization",
-		fields=['*'],
+		fields=["*"],
 		order_by="name asc",
 		distinct=True,
 	).run(as_dict=1)

crm/fcrm/doctype/crm_exotel_agent/crm_exotel_agent.js → crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.js

@@ -1,7 +1,7 @@
 // Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-// frappe.ui.form.on("CRM Exotel Agent", {
+// frappe.ui.form.on("CRM Telephony Agent", {
 // 	refresh(frm) {
 
 // 	},

crm/fcrm/doctype/crm_exotel_agent/crm_exotel_agent.json → crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.json

@@ -1,7 +1,7 @@
 {
  "actions": [],
  "allow_rename": 1,
- "autoname": "field:mobile_no",
+ "autoname": "field:user",
  "creation": "2025-01-11 16:12:46.602782",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -10,7 +10,15 @@
   "user_name",
   "column_break_hdec",
   "mobile_no",
-  "exotel_number"
+  "default_medium",
+  "section_break_ozjn",
+  "twilio",
+  "twilio_number",
+  "column_break_aydj",
+  "exotel",
+  "exotel_number",
+  "section_break_phlq",
+  "phone_nos"
  ],
  "fields": [
   {
@@ -20,7 +28,8 @@
    "in_standard_filter": 1,
    "label": "User",
    "options": "User",
-   "reqd": 1
+   "reqd": 1,
+   "unique": 1
   },
   {
    "fieldname": "column_break_hdec",
@@ -32,8 +41,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Mobile No.",
-   "reqd": 1,
-   "unique": 1
+   "read_only": 1
   },
   {
    "fetch_from": "user.full_name",
@@ -44,19 +52,62 @@
    "label": "User Name"
   },
   {
+   "depends_on": "exotel",
    "fieldname": "exotel_number",
    "fieldtype": "Data",
-   "in_list_view": 1,
-   "in_standard_filter": 1,
-   "label": "Exotel Number"
+   "label": "Exotel Number",
+   "mandatory_depends_on": "exotel"
+  },
+  {
+   "fieldname": "section_break_phlq",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "section_break_ozjn",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_aydj",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "twilio",
+   "fieldname": "twilio_number",
+   "fieldtype": "Data",
+   "label": "Twilio Number",
+   "mandatory_depends_on": "twilio"
+  },
+  {
+   "fieldname": "phone_nos",
+   "fieldtype": "Table",
+   "label": "Phone Numbers",
+   "options": "CRM Telephony Phone"
+  },
+  {
+   "default": "0",
+   "fieldname": "twilio",
+   "fieldtype": "Check",
+   "label": "Twilio"
+  },
+  {
+   "default": "0",
+   "fieldname": "exotel",
+   "fieldtype": "Check",
+   "label": "Exotel"
+  },
+  {
+   "fieldname": "default_medium",
+   "fieldtype": "Select",
+   "label": "Default Medium",
+   "options": "\nTwilio\nExotel"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-01-15 20:03:31.162162",
+ "modified": "2025-01-19 14:17:12.880185",
  "modified_by": "Administrator",
  "module": "FCRM",
- "name": "CRM Exotel Agent",
+ "name": "CRM Telephony Agent",
  "naming_rule": "By fieldname",
  "owner": "Administrator",
  "permissions": [

crm/fcrm/doctype/crm_telephony_agent/crm_telephony_agent.py

@@ -0,0 +1,34 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+
+
+class CRMTelephonyAgent(Document):
+	def validate(self):
+		self.set_primary()
+
+	def set_primary(self):
+		# Used to set primary mobile no.
+		if len(self.phone_nos) == 0:
+			self.mobile_no = ""
+			return
+
+		is_primary = [phone.number for phone in self.phone_nos if phone.get("is_primary")]
+
+		if len(is_primary) > 1:
+			frappe.throw(
+				_("Only one {0} can be set as primary.").format(frappe.bold(frappe.unscrub("mobile_no")))
+			)
+
+		primary_number_exists = False
+		for d in self.phone_nos:
+			if d.get("is_primary") == 1:
+				primary_number_exists = True
+				self.mobile_no = d.number
+				break
+
+		if not primary_number_exists:
+			self.mobile_no = ""

crm/fcrm/doctype/crm_exotel_agent/test_crm_exotel_agent.py → crm/fcrm/doctype/crm_telephony_agent/test_crm_telephony_agent.py

@@ -4,26 +4,25 @@
 # import frappe
 from frappe.tests import IntegrationTestCase, UnitTestCase
 
-
 # On IntegrationTestCase, the doctype test records and all
 # link-field test record dependencies are recursively loaded
 # Use these module variables to add/remove to/from that list
 EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 
 
-class UnitTestCRMExotelAgent(UnitTestCase):
+class UnitTestCRMTelephonyAgent(UnitTestCase):
 	"""
-	Unit tests for CRMExotelAgent.
+	Unit tests for CRMTelephonyAgent.
 	Use this class for testing individual functions and methods.
 	"""
 
 	pass
 
 
-class IntegrationTestCRMExotelAgent(IntegrationTestCase):
+class IntegrationTestCRMTelephonyAgent(IntegrationTestCase):
 	"""
-	Integration tests for CRMExotelAgent.
+	Integration tests for CRMTelephonyAgent.
 	Use this class for testing interactions between multiple components.
 	"""
 

crm/fcrm/doctype/crm_telephony_phone/crm_telephony_phone.json

@@ -0,0 +1,40 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-01-19 13:57:01.702519",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "number",
+  "is_primary"
+ ],
+ "fields": [
+  {
+   "fieldname": "number",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Number",
+   "reqd": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_primary",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Is Primary"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2025-01-19 13:58:59.063775",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Telephony Phone",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_exotel_agent/crm_exotel_agent.py → crm/fcrm/doctype/crm_telephony_phone/crm_telephony_phone.py

@@ -5,5 +5,5 @@
 from frappe.model.document import Document
 
 
-class CRMExotelAgent(Document):
+class CRMTelephonyPhone(Document):
 	pass

crm/fcrm/doctype/twilio_settings/twilio_settings.js → crm/fcrm/doctype/crm_twilio_settings/crm_twilio_settings.js

@@ -1,7 +1,7 @@
 // Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-// frappe.ui.form.on("Twilio Settings", {
+// frappe.ui.form.on("CRM Twilio Settings", {
 // 	refresh(frm) {
 
 // 	},

crm/fcrm/doctype/twilio_settings/twilio_settings.json → crm/fcrm/doctype/crm_twilio_settings/crm_twilio_settings.json

@@ -108,7 +108,7 @@
  "modified": "2025-01-15 19:35:13.406254",
  "modified_by": "Administrator",
  "module": "FCRM",
- "name": "Twilio Settings",
+ "name": "CRM Twilio Settings",
  "owner": "Administrator",
  "permissions": [
   {