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Added modal to Action button on Lead DocType form to allow users to add Leads to Email Groups for newsletters and minor changes to CSS

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This commit is contained in:
Jeremy Rangel
2025-06-05 00:54:17 -07:00
parent ca3ab820b5
commit e301150a2f
4 changed files with 79 additions and 7 deletions
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52
rangeldigital/public/js/lead.js
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@ -1,14 +1,16 @@
frappe.ui.form.on('Lead', {
refresh(frm) {
// Only show the button if the Lead has been saved and has an email
// Email Campaign Button
if (!frm.doc.__islocal && frm.doc.email_id) {
frm.add_custom_button(__('Add to Email Campaign'), () => {
open_email_campaign_dialog(frm);
}, __('Action'));
} else if (!frm.doc.email_id) {
// Optional: give user visual feedback
frm.dashboard.set_headline(__('This Lead has no email address — cannot add to Email Campaign.'));
}
// Email Group Button
frm.add_custom_button(__('Add to Email Newsletter'), () => {
open_email_group_dialog(frm);
}, __('Action'));
}
}
});
@ -63,3 +65,43 @@ function open_email_campaign_dialog(frm) {
__('Create')
);
}
function open_email_group_dialog(frm) {
frappe.prompt([
{
fieldname: 'email_group',
label: 'Email Group',
fieldtype: 'Link',
options: 'Email Group',
reqd: 1
}
],
(values) => {
frappe.call({
method: 'rangeldigital.utilities.lead.lead_api.add_lead_to_email_group',
args: {
lead_name: frm.doc.name,
email_group: values.email_group
},
freeze: true,
freeze_message: __('Adding to Email Group...'),
callback: (r) => {
if (r.message && r.message.status === 'success') {
frappe.show_alert({
message: __('Lead added to Email Group successfully'),
indicator: 'green'
});
} else {
frappe.msgprint(__('Something went wrong. Please try again.'));
}
},
error: (err) => {
frappe.msgprint(__('Unexpected error. Check the console.'));
console.error(err);
}
});
},
__('Add to Email Group'),
__('Add')
);
}