Write Once, Report Everywhere

def on_save(doc, method): # 1. Filter relevant types if doc.type not in ['Call', 'Meeting']: return # 2. Check existence existing = frappe.get_value("Task", {"custom_crm_source_id": doc.name}) if existing: # Update status frappe.db.set_value("Task", existing, "status", doc.status) else: # Create Shadow Task new_task = frappe.get_doc({ "doctype": "Task", "subject": f"[CRM] {doc.subject}", "status": "Open", "activity_type": "Pre-Sales / Business Development", "reference_name": doc.lead, "custom_crm_source_id": doc.name }) new_task.insert(ignore_permissions=True)

// Client Script: Timesheet frm.add_custom_button('Fetch Completed Tasks', function() { frappe.call({ method: 'get_daily_tasks', args: { user: frappe.session.user, date: frm.doc.posting_date }, callback: function(r) { r.message.forEach(task => { let row = frm.add_child('time_logs'); row.activity_type = task.activity_type; row.task = task.name; row.project = task.project || "General Sales"; row.hours = 0.5; // Default duration }); frm.refresh_field('time_logs'); } }); });