Backend and frontend improvements to CRM activities, filtering, SMS functionality and more

[nidh-eesh]

This pull request introduces several backend and frontend improvements to CRM activities, filtering, and SMS functionality. The main highlights are the addition of SMS support (including sending, receiving, and displaying SMS as activities), enhanced filtering for Table MultiSelect child table fields, optimized fetching of communication metadata, and improvements to email content rendering.

SMS Functionality:

• Added new backend endpoints in crm/api/sms.py to send, receive, and fetch SMS messages, including logging SMS as Communication records and linking them to leads where possible.
• Updated the frontend (ActivityHeader.vue) to add a "New SMS" button and action, enabling users to initiate SMS messages from the UI. [1] [2] [3] [4]

Filtering and Data Retrieval Enhancements:

• Improved get_filterable_fields in crm/api/doc.py to include filterable fields for Table MultiSelect child tables, allowing advanced filtering similar to Frappe Desk.
• Enhanced get_data in crm/api/doc.py to support complex filters on Table MultiSelect fields (including "in"/"is" logic for union/intersection), and to normalize phone-like fields for LIKE queries server-side.

Activity Data Optimization:

• Optimized fetching of the sent_or_received field for communications in both deal and lead activities, reducing database queries by bulk-fetching missing values. [1] [2] [3] [4]

Email Content Rendering Improvements:

• Improved the rendering of email content in EmailContent.vue and EmailArea.vue by adjusting iframe sizing dynamically, handling images and fonts loading, and notifying the parent when content is loaded. Added support for hiding the subject and controlling visibility. [1] [2] [3] [4] [5] [6] [7]

Other Changes:

• Added a patch (crm/patches/v1_0/change_user_email_signature.py) and registered it in patches.txt to update the email_signature field type for users to "Text Editor". [1] [2]

These changes collectively improve CRM activity tracking, filtering capabilities, and user experience for both SMS and email communications.

Edit:
SMS Settings doctype config

sms_gateway:
provider: twilio
url: https://api.twilio.com/2010-04-01/Accounts/${TWILIO_ACCOUNT_SID}/Messages.json
method: POST
Body: "{{message}}"
To: "{{recipient}}"
parameters:
static:
From: "${TWILIO_FROM_NUMBER}"
headers:
Authorization: "Basic ${TWILIO_AUTH_BASE64}"
Content-Type: "application/x-www-form-urlencoded"

🔐 Required Environment Variables
Variable | Description | Example Format
TWILIO_ACCOUNT_SID | Your Twilio Account SID | ACxxxxxxxxxxxxxxxxxxxxxx
TWILIO_AUTH_BASE64 | Base64-encoded SID:AUTH_TOKEN string | Basic xxxxxxxxxxxxxxxx==
TWILIO_FROM_NUMBER | Sender phone number (Twilio-managed) | +447XXXXXXXXX