feat: add option to update modified on communication recieved (backport #45307) (#45310)

* feat: add option to update modified on communication recieved (#45307)

(cherry picked from commit aa38895caf)

# Conflicts:
#	erpnext/crm/doctype/crm_settings/crm_settings.json

* chore: resolve conflict

---------

Co-authored-by: Ejaaz Khan <67804911+iamejaaz@users.noreply.github.com>
Co-authored-by: ruthra kumar <ruthra@erpnext.com>

erpnext/crm/doctype/crm_settings/crm_settings.json

@@ -17,7 +17,9 @@
   "quotation_section",
   "default_valid_till",
   "section_break_13",
-  "carry_forward_communication_and_comments"
+  "carry_forward_communication_and_comments",
+  "column_break_junk",
+  "update_timestamp_on_new_communication"
  ],
  "fields": [
   {
@@ -77,7 +79,7 @@
   {
    "fieldname": "section_break_13",
    "fieldtype": "Section Break",
-   "label": "Other Settings"
+   "label": "Activity"
   },
   {
    "default": "0",
@@ -85,13 +87,24 @@
    "fieldname": "carry_forward_communication_and_comments",
    "fieldtype": "Check",
    "label": "Carry Forward Communication and Comments"
+  },
+  {
+   "fieldname": "column_break_junk",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "description": "Update the modified timestamp on new communications received in Lead & Opportunity.",
+   "fieldname": "update_timestamp_on_new_communication",
+   "fieldtype": "Check",
+   "label": "Update timestamp on new communication"
   }
  ],
  "icon": "fa fa-cog",
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2022-06-06 11:22:08.464253",
+ "modified": "2025-01-16 16:12:14.889455",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM Settings",

erpnext/crm/doctype/crm_settings/crm_settings.py

@@ -20,6 +20,7 @@ class CRMSettings(Document):
 		carry_forward_communication_and_comments: DF.Check
 		close_opportunity_after_days: DF.Int
 		default_valid_till: DF.Data | None
+		update_timestamp_on_new_communication: DF.Check
 	# end: auto-generated types
 
 	def validate(self):

erpnext/crm/utils.py

@@ -84,6 +84,20 @@ def link_communications_with_prospect(communication, method):
 			row.db_update()
 
 
+def update_modified_timestamp(communication, method):
+	if communication.reference_doctype and communication.reference_name:
+		if communication.sent_or_received == "Received" and frappe.db.get_single_value(
+			"CRM Settings", "update_timestamp_on_new_communication"
+		):
+			frappe.db.set_value(
+				dt=communication.reference_doctype,
+				dn=communication.reference_name,
+				field="modified",
+				val=now(),
+				update_modified=False,
+			)
+
+
 def get_linked_prospect(reference_doctype, reference_name):
 	prospect = None
 	if reference_doctype == "Lead":

erpnext/hooks.py

@@ -351,7 +351,10 @@ doc_events = {
 			"erpnext.support.doctype.service_level_agreement.service_level_agreement.on_communication_update",
 			"erpnext.support.doctype.issue.issue.set_first_response_time",
 		],
-		"after_insert": "erpnext.crm.utils.link_communications_with_prospect",
+		"after_insert": [
+			"erpnext.crm.utils.link_communications_with_prospect",
+			"erpnext.crm.utils.update_modified_timestamp",
+		],
 	},
 	"Event": {
 		"after_insert": "erpnext.crm.utils.link_events_with_prospect",