Merge pull request #148 from frappe/develop

chore: Merge develop to main

Author: shariquerik

crm/api/comment.py

@@ -1,4 +1,5 @@
 import frappe
+from frappe import _
 from bs4 import BeautifulSoup
 
 def on_update(self, method):
@@ -15,13 +16,26 @@ def notify_mentions(doc):
         return
     mentions = extract_mentions(content)
     for mention in mentions:
+        owner = frappe.get_cached_value("User", doc.owner, "full_name")
+        doctype = doc.reference_doctype
+        if doctype.startswith("CRM "):
+            doctype = doctype[4:].lower()
+        notification_text = f"""
+            <div class="mb-2 leading-5 text-gray-600">
+                <span class="font-medium text-gray-900">{ owner }</span>
+                <span>{ _('mentioned you in {0}').format(doctype) }</span>
+                <span class="font-medium text-gray-900">{ doc.reference_name }</span>
+            </div>
+        """
         values = frappe._dict(
             doctype="CRM Notification",
             from_user=doc.owner,
             to_user=mention.email,
             type="Mention",
             message=doc.content,
-            comment=doc.name,
+            notification_text=notification_text,
+            notification_type_doctype="Comment",
+            notification_type_doc=doc.name,
             reference_doctype=doc.reference_doctype,
             reference_name=doc.reference_name,
         )

crm/api/notifications.py

@@ -28,26 +28,32 @@ def get_notifications():
                 "to_user": notification.to_user,
                 "read": notification.read,
                 "comment": notification.comment,
-                "reference_doctype": "deal"
-                if notification.reference_doctype == "CRM Deal"
-                else "lead",
+                "notification_text": notification.notification_text,
+                "notification_type_doctype": notification.notification_type_doctype,
+                "notification_type_doc": notification.notification_type_doc,
+                "reference_doctype": (
+                    "deal" if notification.reference_doctype == "CRM Deal" else "lead"
+                ),
                 "reference_name": notification.reference_name,
-                "route_name": "Deal"
-                if notification.reference_doctype == "CRM Deal"
-                else "Lead",
+                "route_name": (
+                    "Deal" if notification.reference_doctype == "CRM Deal" else "Lead"
+                ),
             }
         )
 
     return _notifications
 
 
 @frappe.whitelist()
-def mark_as_read(user=None, comment=None):
+def mark_as_read(user=None, doc=None):
     user = user or frappe.session.user
     filters = {"to_user": user, "read": False}
-    if comment:
-        filters["comment"] = comment
-    for n in frappe.get_all("CRM Notification", filters=filters):
+    if doc:
+        or_filters = [
+            {"comment": doc},
+            {"notification_type_doc": doc},
+        ]
+    for n in frappe.get_all("CRM Notification", filters=filters, or_filters=or_filters):
         d = frappe.get_doc("CRM Notification", n.name)
         d.read = True
         d.save()

crm/api/whatsapp.py

@@ -0,0 +1,314 @@
+import frappe
+import json
+from frappe import _
+from crm.api.doc import get_assigned_users
+
+
+def validate(doc, method):
+    if doc.type == "Incoming" and doc.get("from"):
+        name, doctype = get_lead_or_deal_from_number(doc.get("from"))
+        doc.reference_doctype = doctype
+        doc.reference_name = name
+
+
+def on_update(doc, method):
+    frappe.publish_realtime(
+        "whatsapp_message",
+        {
+            "reference_doctype": doc.reference_doctype,
+            "reference_name": doc.reference_name,
+        },
+    )
+
+    notify_agent(doc)
+
+
+def notify_agent(doc):
+    if doc.type == "Incoming":
+        doctype = doc.reference_doctype
+        if doctype.startswith("CRM "):
+            doctype = doctype[4:].lower()
+        notification_text = f"""
+			<div class="mb-2 leading-5 text-gray-600">
+				<span class="font-medium text-gray-900">{ _('You') }</span>
+				<span>{ _('received a whatsapp message in {0}').format(doctype) }</span>
+				<span class="font-medium text-gray-900">{ doc.reference_name }</span>
+			</div>
+		"""
+        assigned_users = get_assigned_users(doc.reference_doctype, doc.reference_name)
+        for user in assigned_users:
+            values = frappe._dict(
+                doctype="CRM Notification",
+                from_user=doc.owner,
+                to_user=user,
+                type="WhatsApp",
+                message=doc.message,
+                notification_text=notification_text,
+                notification_type_doctype="WhatsApp Message",
+                notification_type_doc=doc.name,
+                reference_doctype=doc.reference_doctype,
+                reference_name=doc.reference_name,
+            )
+
+            if frappe.db.exists("CRM Notification", values):
+                return
+            frappe.get_doc(values).insert(ignore_permissions=True)
+
+
+def get_lead_or_deal_from_number(number):
+    """Get lead/deal from the given number."""
+
+    def find_record(doctype, mobile_no, where=""):
+        mobile_no = parse_mobile_no(mobile_no)
+
+        query = f"""
+			SELECT name, mobile_no
+			FROM `tab{doctype}`
+			WHERE CONCAT('+', REGEXP_REPLACE(mobile_no, '[^0-9]', '')) = {mobile_no}
+		"""
+
+        data = frappe.db.sql(query + where, as_dict=True)
+        return data[0].name if data else None
+
+    doctype = "CRM Deal"
+
+    doc = find_record(doctype, number) or None
+    if not doc:
+        doctype = "CRM Lead"
+        doc = find_record(doctype, number, "AND converted is not True")
+        if not doc:
+            doc = find_record(doctype, number)
+
+    return doc, doctype
+
+
+def parse_mobile_no(mobile_no: str):
+    """Parse mobile number to remove spaces, brackets, etc.
+    >>> parse_mobile_no('+91 (766) 667 6666')
+    ... '+917666676666'
+    """
+    return "".join([c for c in mobile_no if c.isdigit() or c == "+"])
+
+
+@frappe.whitelist()
+def is_whatsapp_enabled():
+    if not frappe.db.exists("DocType", "WhatsApp Settings"):
+        return False
+    return frappe.get_cached_value("WhatsApp Settings", "WhatsApp Settings", "enabled")
+
+
+@frappe.whitelist()
+def get_whatsapp_messages(reference_doctype, reference_name):
+    if not frappe.db.exists("DocType", "WhatsApp Message"):
+        return []
+    messages = frappe.get_all(
+        "WhatsApp Message",
+        filters={
+            "reference_doctype": reference_doctype,
+            "reference_name": reference_name,
+        },
+        fields=[
+            "name",
+            "type",
+            "to",
+            "from",
+            "content_type",
+            "message_type",
+            "attach",
+            "template",
+            "use_template",
+            "message_id",
+            "is_reply",
+            "reply_to_message_id",
+            "creation",
+            "message",
+            "status",
+            "reference_doctype",
+            "reference_name",
+            "template_parameters",
+            "template_header_parameters",
+        ],
+    )
+
+    # Filter messages to get only Template messages
+    template_messages = [
+        message for message in messages if message["message_type"] == "Template"
+    ]
+
+    # Iterate through template messages
+    for template_message in template_messages:
+        # Find the template that this message is using
+        template = frappe.get_doc("WhatsApp Templates", template_message["template"])
+
+        # If the template is found, add the template details to the template message
+        if template:
+            template_message["template_name"] = template.template_name
+            if template_message["template_parameters"]:
+                parameters = json.loads(template_message["template_parameters"])
+                template.template = parse_template_parameters(
+                    template.template, parameters
+                )
+
+            template_message["template"] = template.template
+            if template_message["template_header_parameters"]:
+                header_parameters = json.loads(
+                    template_message["template_header_parameters"]
+                )
+                template.header = parse_template_parameters(
+                    template.header, header_parameters
+                )
+            template_message["header"] = template.header
+            template_message["footer"] = template.footer
+
+    # Filter messages to get only reaction messages
+    reaction_messages = [
+        message for message in messages if message["content_type"] == "reaction"
+    ]
+
+    # Iterate through reaction messages
+    for reaction_message in reaction_messages:
+        # Find the message that this reaction is reacting to
+        reacted_message = next(
+            (
+                m
+                for m in messages
+                if m["message_id"] == reaction_message["reply_to_message_id"]
+            ),
+            None,
+        )
+
+        # If the reacted message is found, add the reaction to it
+        if reacted_message:
+            reacted_message["reaction"] = reaction_message["message"]
+
+    for message in messages:
+        from_name = get_from_name(message) if message["from"] else _("You")
+        message["from_name"] = from_name
+    # Filter messages to get only replies
+    reply_messages = [message for message in messages if message["is_reply"]]
+
+    # Iterate through reply messages
+    for reply_message in reply_messages:
+        # Find the message that this message is replying to
+        replied_message = next(
+            (
+                m
+                for m in messages
+                if m["message_id"] == reply_message["reply_to_message_id"]
+            ),
+            None,
+        )
+
+        # If the replied message is found, add the reply details to the reply message
+        from_name = (
+            get_from_name(reply_message) if replied_message["from"] else _("You")
+        )
+        if replied_message:
+            message = replied_message["message"]
+            if replied_message["message_type"] == "Template":
+                message = replied_message["template"]
+            reply_message["reply_message"] = message
+            reply_message["header"] = replied_message.get("header") or ""
+            reply_message["footer"] = replied_message.get("footer") or ""
+            reply_message["reply_to"] = replied_message["name"]
+            reply_message["reply_to_type"] = replied_message["type"]
+            reply_message["reply_to_from"] = from_name
+
+    return [message for message in messages if message["content_type"] != "reaction"]
+
+
+@frappe.whitelist()
+def create_whatsapp_message(
+    reference_doctype,
+    reference_name,
+    message,
+    to,
+    attach,
+    reply_to,
+    content_type="text",
+):
+    doc = frappe.new_doc("WhatsApp Message")
+
+    if reply_to:
+        reply_doc = frappe.get_doc("WhatsApp Message", reply_to)
+        doc.update(
+            {
+                "is_reply": True,
+                "reply_to_message_id": reply_doc.message_id,
+            }
+        )
+
+    doc.update(
+        {
+            "reference_doctype": reference_doctype,
+            "reference_name": reference_name,
+            "message": message or attach,
+            "to": to,
+            "attach": attach,
+            "content_type": content_type,
+        }
+    )
+    doc.insert(ignore_permissions=True)
+    return doc.name
+
+
+@frappe.whitelist()
+def send_whatsapp_template(reference_doctype, reference_name, template, to):
+    doc = frappe.new_doc("WhatsApp Message")
+    doc.update(
+        {
+            "reference_doctype": reference_doctype,
+            "reference_name": reference_name,
+            "message_type": "Template",
+            "message": "Template message",
+            "content_type": "text",
+            "use_template": True,
+            "template": template,
+            "to": to,
+        }
+    )
+    doc.insert(ignore_permissions=True)
+    return doc.name
+
+
+@frappe.whitelist()
+def react_on_whatsapp_message(emoji, reply_to_name):
+    reply_to_doc = frappe.get_doc("WhatsApp Message", reply_to_name)
+    to = reply_to_doc.type == "Incoming" and reply_to_doc.get("from") or reply_to_doc.to
+    doc = frappe.new_doc("WhatsApp Message")
+    doc.update(
+        {
+            "reference_doctype": reply_to_doc.reference_doctype,
+            "reference_name": reply_to_doc.reference_name,
+            "message": emoji,
+            "to": to,
+            "reply_to_message_id": reply_to_doc.message_id,
+            "content_type": "reaction",
+        }
+    )
+    doc.insert(ignore_permissions=True)
+    return doc.name
+
+
+def parse_template_parameters(string, parameters):
+    for i, parameter in enumerate(parameters, start=1):
+        placeholder = "{{" + str(i) + "}}"
+        string = string.replace(placeholder, parameter)
+
+    return string
+
+
+def get_from_name(message):
+    doc = frappe.get_doc(message["reference_doctype"], message["reference_name"])
+    from_name = ""
+    if message["reference_doctype"] == "CRM Deal":
+        if doc.get("contacts"):
+            for c in doc.get("contacts"):
+                if c.is_primary:
+                    from_name = c.full_name or c.mobile_no
+                    break
+        else:
+            from_name = doc.get("lead_name")
+    else:
+        from_name = doc.get("first_name") + " " + doc.get("last_name")
+    return from_name