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368 lines
10 KiB
Python
368 lines
10 KiB
Python
app_name = "crm"
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app_title = "Frappe CRM"
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app_publisher = "Frappe Technologies Pvt. Ltd."
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app_description = "Kick-ass Open Source CRM"
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app_email = "shariq@frappe.io"
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app_license = "AGPLv3"
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app_icon_url = "/assets/crm/images/logo.svg"
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app_icon_title = "CRM"
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app_icon_route = "/crm"
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# Apps
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# ------------------
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# required_apps = []
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add_to_apps_screen = [
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{
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"name": "crm",
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"logo": "/assets/crm/images/logo.svg",
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"title": "CRM",
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"route": "/crm",
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"has_permission": "crm.api.check_app_permission",
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}
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]
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get_site_info = "crm.activation.get_site_info"
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export_python_type_annotations = True
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require_type_annotated_api_methods = True
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# Includes in <head>
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# ------------------
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# include js, css files in header of desk.html
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# app_include_css = "/assets/crm/css/crm.css"
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# app_include_js = "/assets/crm/js/crm.js"
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# include js, css files in header of web template
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# web_include_css = "/assets/crm/css/crm.css"
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# web_include_js = "/assets/crm/js/crm.js"
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# include custom scss in every website theme (without file extension ".scss")
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# website_theme_scss = "crm/public/scss/website"
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# include js, css files in header of web form
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# webform_include_js = {"doctype": "public/js/doctype.js"}
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# webform_include_css = {"doctype": "public/css/doctype.css"}
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# include js in page
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# page_js = {"page" : "public/js/file.js"}
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# include js in doctype views
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doctype_js = {
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"Quotation": "public/js/erpnext_quotation_prefill.js",
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"Sales Order": "public/js/erpnext_sales_order_customer.js",
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"CRM Lead": "public/js/domain_enrichment.js",
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"CRM Organization": "public/js/domain_enrichment.js",
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"CRM Deal": "public/js/domain_enrichment.js",
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}
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# doctype_list_js = {"doctype" : "public/js/doctype_list.js"}
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# doctype_tree_js = {"doctype" : "public/js/doctype_tree.js"}
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# doctype_calendar_js = {"doctype" : "public/js/doctype_calendar.js"}
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# Home Pages
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# ----------
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# application home page (will override Website Settings)
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# home_page = "login"
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# website user home page (by Role)
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# role_home_page = {
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# "Role": "home_page"
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# }
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website_route_rules = [
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{"from_route": "/crm/<path:app_path>", "to_route": "crm"},
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{"from_route": "/crm-form/<route>", "to_route": "crm_form"},
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]
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# Generators
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# ----------
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# automatically create page for each record of this doctype
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# website_generators = ["Web Page"]
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# Jinja
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# ----------
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# add methods and filters to jinja environment
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# jinja = {
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# "methods": "crm.utils.jinja_methods",
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# "filters": "crm.utils.jinja_filters"
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# }
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# Setup wizard
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# setup_wizard_requires = "assets/crm/js/setup_wizard.js"
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# setup_wizard_stages = "crm.setup.setup_wizard.setup_wizard.get_setup_stages"
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setup_wizard_complete = "crm.demo.api.create_demo_data"
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# setup_wizard_test = "crm.setup.setup_wizard.test_setup_wizard.run_setup_wizard_test"
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# Installation
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# ------------
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before_install = "crm.install.before_install"
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after_install = "crm.install.after_install"
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# Uninstallation
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# ------------
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before_uninstall = "crm.uninstall.before_uninstall"
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# after_uninstall = "crm.uninstall.after_uninstall"
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# Integration Setup
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# ------------------
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# To set up dependencies/integrations with other apps
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# Name of the app being installed is passed as an argument
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# before_app_install = "crm.utils.before_app_install"
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# after_app_install = "crm.utils.after_app_install"
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# Integration Cleanup
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# -------------------
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# To clean up dependencies/integrations with other apps
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# Name of the app being uninstalled is passed as an argument
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# before_app_uninstall = "crm.utils.before_app_uninstall"
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# after_app_uninstall = "crm.utils.after_app_uninstall"
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# Desk Notifications
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# ------------------
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# See frappe.core.notifications.get_notification_config
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# notification_config = "crm.notifications.get_notification_config"
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# Permissions
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# -----------
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# Permissions evaluated in scripted ways
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permission_query_conditions = {
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"CRM Lead": "crm.permissions.org_hierarchy.get_lead_permission_query_conditions",
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"CRM Deal": "crm.permissions.org_hierarchy.get_deal_permission_query_conditions",
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"CRM Notification": "crm.fcrm.doctype.crm_notification.crm_notification.get_permission_query_conditions",
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}
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has_permission = {
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"CRM Lead": "crm.permissions.org_hierarchy.has_lead_permission",
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"CRM Deal": "crm.permissions.org_hierarchy.has_deal_permission",
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"CRM Notification": "crm.fcrm.doctype.crm_notification.crm_notification.has_permission",
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}
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# DocType Class
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# ---------------
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# Override standard doctype classes
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override_doctype_class = {
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"Contact": "crm.overrides.contact.CustomContact",
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"Email Template": "crm.overrides.email_template.CustomEmailTemplate",
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}
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# Document Events
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# ---------------
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# Hook on document methods and events
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doc_events = {
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"Contact": {
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"validate": ["crm.api.contact.validate"],
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},
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"Notification Log": {
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"before_insert": ["crm.extends.notification_log.before_insert"],
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},
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"ToDo": {
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"validate": ["crm.api.todo.validate"],
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"after_insert": ["crm.api.todo.after_insert"],
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"on_update": ["crm.api.todo.on_update"],
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},
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"Communication": {
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"after_insert": ["crm.utils.on_communication_insert"],
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"on_update": ["crm.utils.on_communication_update"],
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},
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"Comment": {
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"after_insert": ["crm.utils.on_comment_insert"],
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"on_update": ["crm.api.comment.on_update"],
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},
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"WhatsApp Message": {
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"validate": ["crm.api.whatsapp.validate"],
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"on_update": ["crm.api.whatsapp.on_update"],
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},
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"CRM Deal": {
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"on_update": [
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"crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"
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],
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},
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"Sales Order": {
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"before_validate": [
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"crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_on_sales_order"
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],
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},
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"Item": {
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"after_insert": ["crm.integrations.erpnext.item.after_insert"],
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"on_update": ["crm.integrations.erpnext.item.on_update"],
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"before_rename": ["crm.integrations.erpnext.item.before_rename"],
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"after_rename": ["crm.integrations.erpnext.item.after_rename"],
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"on_trash": ["crm.integrations.erpnext.item.on_trash"],
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},
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"User Permission": {
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"before_validate": ["crm.integrations.erpnext.user_permission.before_validate"],
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"after_insert": ["crm.integrations.erpnext.user_permission.after_insert"],
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"on_update": ["crm.integrations.erpnext.user_permission.on_update"],
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"on_trash": ["crm.integrations.erpnext.user_permission.on_trash"],
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},
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"DocShare": {
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"before_validate": ["crm.integrations.erpnext.doc_share.before_validate"],
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"after_insert": ["crm.integrations.erpnext.doc_share.after_insert"],
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"on_update": ["crm.integrations.erpnext.doc_share.on_update"],
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"on_trash": ["crm.integrations.erpnext.doc_share.on_trash"],
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},
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"User": {
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"before_validate": ["crm.api.live_demo.validate_user"],
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"validate_reset_password": ["crm.api.live_demo.validate_reset_password"],
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},
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}
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# Scheduled Tasks
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# ---------------
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scheduler_events = {
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"all": ["crm.api.event.trigger_offset_event_notifications"],
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"hourly": ["crm.api.event.trigger_hourly_event_notifications"],
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"daily": [
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"crm.api.event.trigger_daily_event_notifications",
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"crm.fcrm.doctype.crm_invitation.crm_invitation.expire_invitations",
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"crm.fcrm.doctype.crm_view_settings.crm_view_settings.clear_old_versions",
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"crm.telemetry.capture_feature_state",
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],
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"weekly": ["crm.api.event.trigger_weekly_event_notifications"],
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"daily_long": ["crm.lead_syncing.background_sync.sync_leads_from_sources_daily"],
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"hourly_long": ["crm.lead_syncing.background_sync.sync_leads_from_sources_hourly"],
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"monthly_long": ["crm.lead_syncing.background_sync.sync_leads_from_sources_monthly"],
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"cron": {
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"*/5 * * * *": ["crm.lead_syncing.background_sync.sync_leads_from_sources_5_minutes"],
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"*/10 * * * *": ["crm.lead_syncing.background_sync.sync_leads_from_sources_10_minutes"],
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"*/15 * * * *": ["crm.lead_syncing.background_sync.sync_leads_from_sources_15_minutes"],
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},
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}
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# Testing
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# -------
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before_tests = "crm.tests.before_tests"
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# Overriding Methods
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# ------------------------------
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#
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# override_whitelisted_methods = {
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# "frappe.desk.doctype.event.event.get_events": "crm.event.get_events"
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# }
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#
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# each overriding function accepts a `data` argument;
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# generated from the base implementation of the doctype dashboard,
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# along with any modifications made in other Frappe apps
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# override_doctype_dashboards = {
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# "Task": "crm.task.get_dashboard_data"
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# }
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# exempt linked doctypes from being automatically cancelled
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#
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# auto_cancel_exempted_doctypes = ["Auto Repeat"]
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# Ignore links to specified DocTypes when deleting documents
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# -----------------------------------------------------------
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ignore_links_on_delete = ["Failed Lead Sync Log"]
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# Request Events
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# ----------------
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# before_request = ["crm.utils.before_request"]
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# after_request = ["crm.utils.after_request"]
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# Job Events
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# ----------
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# before_job = ["crm.utils.before_job"]
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# after_job = ["crm.utils.after_job"]
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# User Data Protection
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# --------------------
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# user_data_fields = [
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# {
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# "doctype": "{doctype_1}",
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# "filter_by": "{filter_by}",
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# "redact_fields": ["{field_1}", "{field_2}"],
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# "partial": 1,
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# },
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# {
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# "doctype": "{doctype_2}",
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# "filter_by": "{filter_by}",
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# "partial": 1,
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# },
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# {
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# "doctype": "{doctype_3}",
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# "strict": False,
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# },
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# {
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# "doctype": "{doctype_4}"
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# }
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# ]
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# Authentication and authorization
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# --------------------------------
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# auth_hooks = [
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# "crm.auth.validate"
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# ]
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after_migrate = [
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"crm.fcrm.doctype.fcrm_settings.fcrm_settings.after_migrate",
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"crm.api.whatsapp.add_roles",
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"crm.domain_enrichment.install.seed_default_rules_and_mappings",
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"crm.install.add_default_scripts",
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"crm.install.add_web_form_custom_fields",
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]
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standard_dropdown_items = [
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{
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"name1": "app_selector",
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"label": "Apps",
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"type": "Route",
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"route": "#",
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"is_standard": 1,
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},
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{
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"name1": "settings",
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"label": "Settings",
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"type": "Route",
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"icon": "settings",
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"route": "#",
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"is_standard": 1,
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},
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{
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"name1": "login_to_fc",
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"label": "Login to Frappe Cloud",
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"type": "Route",
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"route": "#",
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"is_standard": 1,
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},
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{
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"name1": "about",
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"label": "About",
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"type": "Route",
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"icon": "info",
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"route": "#",
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"is_standard": 1,
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},
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{
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"name1": "separator",
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"label": "",
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"type": "Separator",
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"is_standard": 1,
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},
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{
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"name1": "logout",
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"label": "Log out",
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"type": "Route",
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"icon": "log-out",
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"route": "#",
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"is_standard": 1,
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},
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]
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