add checklist to sales stage

frontend/components.d.ts

@@ -187,8 +187,6 @@ declare module 'vue' {
     RightSideLayoutIcon: typeof import('./src/components/Icons/RightSideLayoutIcon.vue')['default']
     RouterLink: typeof import('vue-router')['RouterLink']
     RouterView: typeof import('vue-router')['RouterView']
-    Search: typeof import('./src/components/Controls/Search.vue')['default']
-    SearchPopover: typeof import('./src/components/SearchPopover.vue')['default']
     Section: typeof import('./src/components/Section.vue')['default']
     SectionFields: typeof import('./src/components/SectionFields.vue')['default']
     SelectIcon: typeof import('./src/components/Icons/SelectIcon.vue')['default']

frontend/src/pages/Opportunity.vue

@@ -930,10 +930,6 @@ function updateField(name, value, callback) {
     return;
   }
 
-  if (isStatusField && opportunity.data[name] != value) {
-    createChecklist(value)
-  }
-
   updateOpportunity(name, value, () => {
     opportunity.data[name] = value;
     callback?.();
@@ -953,20 +949,6 @@ function updateField(name, value, callback) {
   }
 }
 
-function createChecklist(value) {
-  call('next_crm.api.opportunity.create_checklist', {
-    docname: props.opportunityId,
-    status: value,
-  }).catch((err) => {
-    createToast({
-      title: __('Error creating checklist'),
-      text: __(err.messages?.[0]),
-      icon: 'x',
-      iconClasses: 'text-ink-red-4',
-    })
-  })
-}
-
 function onMSAClosed() {
   showMSAModal.value = false;
   showCreateProjectModal.value = true;

next_crm/api/opportunity.py

@@ -32,13 +32,14 @@ def declare_enquiry_lost_api(
 
 
 @frappe.whitelist()
-def create_checklist(docname, status=None):
-    if not status:
+def create_checklist(docname, field=None, value=None):
+    if not field and not value:
         return
 
+    parenttype = "CRM Deal Status" if field == "status" else "Sales Stage"
     checklist_items = frappe.get_all(
         "Opportunity Status Checklist",
-        filters={"parent": status, "parenttype": "CRM Deal Status"},
+        filters={"parent": value, "parenttype": parenttype},
         fields=["checklist_item"],
         pluck="checklist_item",
     )
@@ -65,7 +66,7 @@ def create_checklist(docname, status=None):
     todo = frappe.get_doc(
         {
             "doctype": "ToDo",
-            "custom_title": _("Checklist for {0}").format(status),
+            "custom_title": _("Checklist for {0}").format(value),
             "description": content,
             "reference_type": "Opportunity",
             "reference_name": docname,

next_crm/doc_events/opportunity.py

@@ -3,6 +3,20 @@
 from next_crm.doc_events.utils import delete_attachments_from_crm_notes
 
 
+def before_save(doc, method=None):
+    current_status = frappe.db.get_value("Opportunity", doc.name, "status")
+    current_stage = frappe.db.get_value("Opportunity", doc.name, "sales_stage")
+    if not current_status and not current_stage:
+        return
+
+    from next_crm.api.opportunity import create_checklist
+
+    if doc.status != current_status:
+        create_checklist(doc.name, field="status", value=doc.status)
+    if doc.sales_stage != current_stage:
+        create_checklist(doc.name, field="sales_stage", value=doc.sales_stage)
+
+
 def on_trash(doc, method=None):
     frappe.db.delete("Prospect Opportunity", filters={"opportunity": doc.name})
     frappe.db.delete(

next_crm/fixtures/custom_field.json

@@ -3019,5 +3019,62 @@
     "translatable": 0,
     "unique": 0,
     "width": null
+  },
+  {
+    "allow_in_quick_entry": 0,
+    "allow_on_submit": 0,
+    "bold": 0,
+    "collapsible": 0,
+    "collapsible_depends_on": null,
+    "columns": 0,
+    "default": null,
+    "depends_on": null,
+    "description": null,
+    "docstatus": 0,
+    "doctype": "Custom Field",
+    "dt": "Sales Stage",
+    "fetch_from": null,
+    "fetch_if_empty": 0,
+    "fieldname": "custom_checklist",
+    "fieldtype": "Table",
+    "hidden": 0,
+    "hide_border": 0,
+    "hide_days": 0,
+    "hide_seconds": 0,
+    "ignore_user_permissions": 0,
+    "ignore_xss_filter": 0,
+    "in_global_search": 0,
+    "in_list_view": 0,
+    "in_preview": 0,
+    "in_standard_filter": 0,
+    "insert_after": "stage_name",
+    "is_system_generated": 0,
+    "is_virtual": 0,
+    "label": "Checklist",
+    "length": 0,
+    "link_filters": null,
+    "mandatory_depends_on": null,
+    "modified": "2025-08-26 13:58:10.455205",
+    "module": "NCRM",
+    "name": "Sales Stage-custom_checklist",
+    "no_copy": 0,
+    "non_negative": 0,
+    "options": "Opportunity Status Checklist",
+    "permlevel": 0,
+    "placeholder": null,
+    "precision": "",
+    "print_hide": 0,
+    "print_hide_if_no_value": 0,
+    "print_width": null,
+    "read_only": 0,
+    "read_only_depends_on": null,
+    "report_hide": 0,
+    "reqd": 0,
+    "search_index": 0,
+    "show_dashboard": 0,
+    "sort_options": 0,
+    "translatable": 0,
+    "unique": 0,
+    "width": null
   }
 ]

next_crm/hooks.py

@@ -171,7 +171,10 @@
     "User": {
         "before_validate": ["next_crm.doc_events.user.before_validate"],
     },
-    "Opportunity": {"on_trash": ["next_crm.doc_events.opportunity.on_trash"]},
+    "Opportunity": {
+        "on_trash": ["next_crm.doc_events.opportunity.on_trash"],
+        "before_save": ["next_crm.doc_events.opportunity.before_save"],
+    },
     "Notification Log": {
         "before_save": ["next_crm.doc_events.notification_log.before_save"],
     },