snapshot of https://github.com/frappe/crm.git (develop, 2026-09-18; blobs > 131072B omitted)

crm/api/todo.py

@@ -0,0 +1,144 @@
+import frappe
+from frappe import _
+
+from crm.fcrm.doctype.crm_notification.crm_notification import notify_user
+
+
+def validate(doc, method):
+	"""Require write access when directly assigning a CRM lead or deal."""
+	# assign_to and assignment rules insert with ignore_permissions after their
+	# own permission check.
+	if (
+		doc.is_new()
+		and doc.reference_type in ["CRM Lead", "CRM Deal"]
+		and doc.reference_name
+		and not doc.flags.ignore_permissions
+	):
+		frappe.get_doc(doc.reference_type, doc.reference_name).check_permission("write")
+
+
+def after_insert(doc, method):
+	if doc.reference_type in ["CRM Lead", "CRM Deal"] and doc.reference_name and doc.allocated_to:
+		fieldname = "lead_owner" if doc.reference_type == "CRM Lead" else "deal_owner"
+		# Mirror assign_to: the latest assignment owns the record, overriding any prior owner.
+		frappe.db.set_value(
+			doc.reference_type, doc.reference_name, fieldname, doc.allocated_to, update_modified=False
+		)
+
+	if doc.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"] and doc.reference_name and doc.allocated_to:
+		notify_assigned_user(doc)
+
+
+def on_update(doc, method):
+	if (
+		doc.has_value_changed("status")
+		and doc.status == "Cancelled"
+		and doc.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"]
+		and doc.reference_name
+		and doc.allocated_to
+	):
+		notify_assigned_user(doc, is_cancelled=True)
+		clear_owner_on_unassign(doc)
+
+
+def clear_owner_on_unassign(doc):
+	# Owner concept only exists for Lead/Deal, not Task.
+	if doc.reference_type not in ["CRM Lead", "CRM Deal"]:
+		return
+	fieldname = "lead_owner" if doc.reference_type == "CRM Lead" else "deal_owner"
+	# Mirror assign_to: cancelling an assignment clears the owner. Wrinkle (accepted):
+	# removing one of several manual co-assignees also clears, since owner is single-valued.
+	frappe.db.set_value(doc.reference_type, doc.reference_name, fieldname, None, update_modified=False)
+
+
+def notify_assigned_user(doc, is_cancelled=False):
+	_doc = frappe.get_doc(doc.reference_type, doc.reference_name)
+	owner = frappe.get_cached_value("User", frappe.session.user, "full_name")
+	notification_text = get_notification_text(owner, doc, _doc, is_cancelled)
+
+	message = (
+		_("Your assignment on {0} {1} has been removed by {2}").format(
+			doc.reference_type, doc.reference_name, owner
+		)
+		if is_cancelled
+		else _("{0} assigned a {1} {2} to you").format(owner, doc.reference_type, doc.reference_name)
+	)
+
+	redirect_to_doctype, redirect_to_name = get_redirect_to_doc(doc)
+
+	notify_user(
+		{
+			"owner": frappe.session.user,
+			"assigned_to": doc.allocated_to,
+			"notification_type": "Assignment",
+			"message": message,
+			"notification_text": notification_text,
+			"reference_doctype": doc.reference_type,
+			"reference_docname": doc.reference_name,
+			"redirect_to_doctype": redirect_to_doctype,
+			"redirect_to_docname": redirect_to_name,
+		}
+	)
+
+
+def get_notification_text(owner, doc, reference_doc, is_cancelled=False):
+	name = doc.reference_name
+	doctype = doc.reference_type
+
+	if doctype.startswith("CRM "):
+		doctype = doctype[4:].lower()
+
+	if doctype in ["lead", "deal"]:
+		name = (
+			reference_doc.lead_name or name
+			if doctype == "lead"
+			else reference_doc.organization or reference_doc.lead_name or name
+		)
+
+		if is_cancelled:
+			return f"""
+                <div class="mb-2 leading-5 text-ink-gray-5">
+                    <span>{ _('Your assignment on {0} {1} has been removed by {2}').format(
+                        doctype,
+                        f'<span class="font-medium text-ink-gray-9">{ name }</span>',
+                        f'<span class="font-medium text-ink-gray-9">{ owner }</span>'
+                    ) }</span>
+                </div>
+            """
+
+		return f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ owner }</span>
+                <span>{ _('assigned a {0} {1} to you').format(
+                    doctype,
+                    f'<span class="font-medium text-ink-gray-9">{ name }</span>'
+                ) }</span>
+            </div>
+        """
+
+	if doctype == "task":
+		if is_cancelled:
+			return f"""
+                <div class="mb-2 leading-5 text-ink-gray-5">
+                    <span>{ _('Your assignment on task {0} has been removed by {1}').format(
+                        f'<span class="font-medium text-ink-gray-9">{ reference_doc.title }</span>',
+                        f'<span class="font-medium text-ink-gray-9">{ owner }</span>'
+                    ) }</span>
+                </div>
+            """
+		return f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ owner }</span>
+                <span>{ _('assigned a new task {0} to you').format(
+                    f'<span class="font-medium text-ink-gray-9">{ reference_doc.title }</span>'
+                ) }</span>
+            </div>
+        """
+
+
+def get_redirect_to_doc(doc):
+	if doc.reference_type == "CRM Task":
+		reference_doc = frappe.get_doc(doc.reference_type, doc.reference_name)
+		return reference_doc.reference_doctype, reference_doc.reference_docname
+
+	return doc.reference_type, doc.reference_name