reractor:sidebar

crm/api/report.py

@@ -0,0 +1,20 @@
+import frappe
+from frappe.desk.query_report import run
+
+@frappe.whitelist(allow_guest=True)
+def get_report(report_name, filters=None):
+    print("Fetching report data...")
+    if isinstance(filters, str):
+        import json
+        filters = json.loads(filters)
+
+    # Run the report
+    try:
+        report_output = run(report_name, filters or {})
+        return {
+            "columns": report_output.get("columns"),
+            "data": report_output.get("result")
+        }
+    except Exception as e:
+        frappe.log_error(frappe.get_traceback(), "Error fetching report data")
+        return {"error": str(e)}

crm/fcrm/api.py

@@ -0,0 +1,19 @@
+
+import frappe
+from frappe import _
+
+@frappe.whitelist(allow_guest=True)
+def get_fcrm_reports():
+    """Fetch all standard and custom reports for FCRM module (Redsoft CRM)."""
+    reports = frappe.get_all(
+        "Report",
+        filters={"module": "Redsoft CRM"},
+        fields=["name", "ref_doctype", "report_type", "is_standard", "modified"]
+    )
+
+    return {
+        "status": "success",
+        "module": "Redsoft CRM",
+        "count": len(reports),
+        "data": reports
+    }

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -290,7 +290,7 @@
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-01-02 22:14:01.991054",
+ "modified": "2025-04-21 11:56:49.339554",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",
@@ -329,8 +329,18 @@
    "report": 1,
    "role": "All",
    "share": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Guest",
+   "share": 1
   }
  ],
+ "row_format": "Dynamic",
  "sender_field": "email",
  "sender_name_field": "first_name",
  "show_title_field_in_link": 1,

frontend/components.d.ts

@@ -188,6 +188,8 @@ declare module 'vue' {
     ReloadIcon: typeof import('./src/components/Icons/ReloadIcon.vue')['default']
     ReplyAllIcon: typeof import('./src/components/Icons/ReplyAllIcon.vue')['default']
     ReplyIcon: typeof import('./src/components/Icons/ReplyIcon.vue')['default']
+    ReportDetailModal: typeof import('./src/components/Modals/ReportDetailModal.vue')['default']
+    ReportsListView: typeof import('./src/components/ListViews/ReportsListView.vue')['default']
     Resizer: typeof import('./src/components/Resizer.vue')['default']
     RightSideLayoutIcon: typeof import('./src/components/Icons/RightSideLayoutIcon.vue')['default']
     RouterLink: typeof import('vue-router')['RouterLink']

frontend/src/components/Layouts/AppSidebar.vue

@@ -164,6 +164,7 @@ import SidebarLink from '@/components/SidebarLink.vue'
 import Notifications from '@/components/Notifications.vue'
 import Settings from '@/components/Settings/Settings.vue'
 import { viewsStore } from '@/stores/views'
+import DashboardIcon from '@/components/Icons/DashboardIcon.vue'
 import {
   unreadNotificationsCount,
   notificationsStore,
@@ -195,14 +196,14 @@ const isDemoSite = ref(window.is_demo_site)
 
 const links = [
   {
-    label: 'Leads',
+    label: 'Patients',
     icon: LeadsIcon,
-    to: 'Leads',
+    to: 'Patients',
   },
   {
-    label: 'Deals',
+    label: 'Bookings',
     icon: DealsIcon,
-    to: 'Deals',
+    to: 'Bookings',
   },
   {
     label: 'Contacts',
@@ -234,6 +235,11 @@ const links = [
     icon: Email2Icon,
     to: 'Email Templates',
   },
+  {
+    label: 'Reports',
+    icon: DashboardIcon,         
+    to: 'Reports',
+  },
 ]
 
 const allViews = computed(() => {
@@ -281,9 +287,9 @@ function getIcon(routeName, icon) {
   if (icon) return h('div', { class: 'size-auto' }, icon)
 
   switch (routeName) {
-    case 'Leads':
+    case 'Patients':
       return LeadsIcon
-    case 'Deals':
+    case 'Bookings':
       return DealsIcon
     case 'Contacts':
       return ContactsIcon
@@ -292,7 +298,9 @@ function getIcon(routeName, icon) {
     case 'Notes':
       return NoteIcon
     case 'Call Logs':
-      return PhoneIcon
+      return 
+    case 'Dashboard':
+      return DashboardIcon
     default:
       return PinIcon
   }
@@ -324,7 +332,7 @@ const steps = reactive([
     completed: false,
     onClick: () => {
       minimize.value = true
-      router.push({ name: 'Leads' })
+      router.push({ name: 'Patients' })
     },
   },
   {
@@ -358,7 +366,7 @@ const steps = reactive([
           if (lead) {
             router.push({ name: 'Lead', params: { leadId: lead } })
           } else {
-            router.push({ name: 'Leads' })
+            router.push({ name: 'Patients' })
           }
         },
       }
@@ -421,7 +429,7 @@ const steps = reactive([
           hash: '#comments',
         })
       } else {
-        router.push({ name: 'Leads' })
+        router.push({ name: 'Patients' })
       }
     },
   },
@@ -441,7 +449,7 @@ const steps = reactive([
           hash: '#emails',
         })
       } else {
-        router.push({ name: 'Leads' })
+        router.push({ name: 'Patients' })
       }
     },
   },
@@ -469,7 +477,7 @@ const steps = reactive([
               hash: '#activity',
             })
           } else {
-            router.push({ name: 'Leads' })
+            router.push({ name: 'Patients' })
           }
         },
       }

frontend/src/components/ListViews/ReportsListView.vue

@@ -0,0 +1,207 @@
+<template>
+  <ListView
+    :class="$attrs.class"
+    :columns="columns"
+    :rows="rows"
+    :options="{
+      getRowRoute: (row) => ({
+        name: 'Report',
+        params: { reportName: row.name },
+        query: { view: route.query.view, viewType: route.params.viewType },
+      }),
+      selectable: options.selectable,
+      showTooltip: options.showTooltip,
+      resizeColumn: options.resizeColumn,
+      rowCount: options.rowCount,
+      totalCount: options.totalCount,
+    }"
+    row-key="name"
+  >
+    <ListHeader
+      class="mx-3 sm:mx-5"
+      @columnWidthUpdated="emit('columnWidthUpdated')"
+    >
+      <ListHeaderItem
+        v-for="column in columns"
+        :key="column.key"
+        :item="column"
+        @columnWidthUpdated="emit('columnWidthUpdated', column)"
+      >
+        <Button
+          v-if="column.key === '_liked_by'"
+          variant="ghosted"
+          class="!h-4"
+          :class="isLikeFilterApplied ? 'fill-red-500' : 'fill-white'"
+          @click="() => emit('applyLikeFilter')"
+        >
+          <HeartIcon class="h-4 w-4" />
+        </Button>
+      </ListHeaderItem>
+    </ListHeader>
+
+    <ListRows
+      class="mx-3 sm:mx-5"
+      :rows="rows"
+      v-slot="{ idx, column, item, row }"
+      doctype="Report"
+    >
+      <ListRowItem :item="item" :align="column.align">
+        <template #default="{ label }">
+          <div
+            v-if="['modified', 'creation'].includes(column.key)"
+            class="truncate text-base"
+            @click="(event) =>
+              emit('applyFilter', {
+                event,
+                idx,
+                column,
+                item,
+                firstColumn: columns[0],
+              })"
+          >
+            <Tooltip :text="item.label">
+              <div>{{ item.timeAgo }}</div>
+            </Tooltip>
+          </div>
+          <div v-else-if="column.type === 'Check'">
+            <FormControl
+              type="checkbox"
+              :modelValue="item"
+              :disabled="true"
+              class="text-ink-gray-9"
+            />
+          </div>
+          <div v-else-if="column.key === '_liked_by'">
+            <Button
+              variant="ghosted"
+              :class="isLiked(item) ? 'fill-red-500' : 'fill-white'"
+              @click.stop.prevent="
+                () =>
+                  emit('likeDoc', { name: row.name, liked: isLiked(item) })
+              "
+            >
+              <HeartIcon class="h-4 w-4" />
+            </Button>
+          </div>
+          <div
+            v-else
+            class="truncate text-base"
+            @click="(event) =>
+              emit('applyFilter', {
+                event,
+                idx,
+                column,
+                item,
+                firstColumn: columns[0],
+              })"
+          >
+            {{ label }}
+          </div>
+        </template>
+      </ListRowItem>
+    </ListRows>
+
+    <ListSelectBanner>
+      <template #actions="{ selections, unselectAll }">
+        <Dropdown
+          :options="listBulkActionsRef.bulkActions(selections, unselectAll)"
+        >
+          <Button icon="more-horizontal" variant="ghost" />
+        </Dropdown>
+      </template>
+    </ListSelectBanner>
+  </ListView>
+
+  <ListFooter
+    v-if="pageLengthCount"
+    class="border-t px-3 py-2 sm:px-5"
+    v-model="pageLengthCount"
+    :options="{
+      rowCount: options.rowCount,
+      totalCount: options.totalCount,
+    }"
+    @loadMore="emit('loadMore')"
+  />
+
+  <ListBulkActions
+    ref="listBulkActionsRef"
+    v-model="list"
+    doctype="Report"
+    :options="{ hideAssign: true }"
+  />
+</template>
+
+<script setup>
+import HeartIcon from '@/components/Icons/HeartIcon.vue'
+import ListBulkActions from '@/components/ListBulkActions.vue'
+import ListRows from '@/components/ListViews/ListRows.vue'
+import {
+  ListView,
+  ListHeader,
+  ListHeaderItem,
+  ListSelectBanner,
+  ListRowItem,
+  ListFooter,
+  Tooltip,
+  Dropdown,
+  FormControl,
+  Button,
+} from 'frappe-ui'
+import { sessionStore } from '@/stores/session'
+import { ref, computed, watch } from 'vue'
+import { useRoute } from 'vue-router'
+
+const props = defineProps({
+  rows: { type: Array, required: true },
+  columns: { type: Array, required: true },
+  options: {
+    type: Object,
+    default: () => ({
+      selectable: true,
+      showTooltip: true,
+      resizeColumn: false,
+      rowCount: 0,
+      totalCount: 0,
+    }),
+  },
+})
+
+const emit = defineEmits([
+  'loadMore',
+  'updatePageCount',
+  'columnWidthUpdated',
+  'applyFilter',
+  'applyLikeFilter',
+  'likeDoc',
+])
+
+const route = useRoute()
+
+const pageLengthCount = defineModel()
+const list = defineModel('list')
+const listBulkActionsRef = ref(null)
+
+const { user } = sessionStore()
+
+const isLikeFilterApplied = computed(() => {
+  return list.value?.params?.filters?._liked_by ? true : false
+})
+
+function isLiked(item) {
+  if (item) {
+    let likedByMe = JSON.parse(item)
+    return likedByMe.includes(user)
+  }
+}
+
+watch(pageLengthCount, (val, old_value) => {
+  if (val === old_value) return
+  emit('updatePageCount', val)
+})
+
+defineExpose({
+  customListActions: computed(
+    () => listBulkActionsRef.value?.customListActions,
+  ),
+})
+</script>