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refactor: customer contact doctypes #3045

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RitvikSardana wants to merge 22 commits intofrappe:developfrom
RitvikSardana:refactor/customer-contact
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refactor: customer contact doctypes #3045
RitvikSardana wants to merge 22 commits intofrappe:developfrom
RitvikSardana:refactor/customer-contact

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@RitvikSardana
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@RitvikSardana RitvikSardana commented Feb 20, 2026

image image image image image

Tasks:
  • Contact Tab UI
  • Invite Existing Contact flow
  • Invite new contact flow
  • Pending Invites UI
  • Tickets Tab
  • Customer details edit modal UI
  • Replace custom_contact with contact
  • Analytics UI for customer
  • Test cases
  • Ticket Perms based on the refactor
  • Patch for converting Dynamic Links in contact to users
  • If contact in Multiple Company add company field in new ticket form and mandatory
  • Config to enable contact in multi customer (many to many) or not (enabled by default)
  • Single Contact Page UI

closes: #2458
depends-on: frappe/frappe#37561

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codecov bot commented Feb 20, 2026

Codecov Report

❌ Patch coverage is 0% with 100 lines in your changes missing coverage. Please review.
✅ Project coverage is 49.88%. Comparing base (abc5058) to head (7f10cea).
⚠️ Report is 21 commits behind head on develop.

Files with missing lines Patch % Lines
...lpdesk/helpdesk/doctype/hd_customer/hd_customer.py 0.00% 97 Missing ⚠️
...k/doctype/hd_customer_member/hd_customer_member.py 0.00% 3 Missing ⚠️
Additional details and impacted files
@@             Coverage Diff             @@
##           develop    #3045      +/-   ##
===========================================
- Coverage    50.78%   49.88%   -0.91%     
===========================================
  Files          122      123       +1     
  Lines         5372     5471      +99     
===========================================
+ Hits          2728     2729       +1     
- Misses        2644     2742      +98     

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@michal-bee
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@RitvikSardana Hello, could you please explain why you are breaking the integration with Erpnext by not using standard “Customer” DocType? What is the use case of having two different Doctypes related to the same customer data? Thank you!

@niraj2477
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@RitvikSardana The pr is exactly what we need. Are we actively working on this?

@RitvikSardana
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@michal-bee
There is no integration currently. I am just refactoring it keeping in mind of the future integration with ERPNext.

In future we are planning to bundle ERPNext with Helpdesk and we will merge HD Customer with Customer doctype then.

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Revamp Customer and Contact Form

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