Merge pull request #52507 from ruthra-kumar/toggle_for_utm_parameters

refactor: toggle for UTM parameters

erpnext/accounts/doctype/pos_invoice/pos_invoice.json

@@ -159,15 +159,16 @@
   "language",
   "column_break_84",
   "select_print_heading",
+  "utm_analytics_section",
+  "utm_source",
+  "utm_medium",
+  "column_break_bhao",
+  "utm_campaign",
   "more_information",
   "inter_company_invoice_reference",
   "customer_group",
   "is_discounted",
   "col_break23",
-  "utm_source",
-  "utm_campaign",
-  "utm_medium",
-  "column_break_gpiw",
   "status",
   "more_info",
   "debit_to",
@@ -1541,10 +1542,6 @@
    "fieldtype": "Check",
    "label": "Update Billed Amount in Delivery Note"
   },
-  {
-   "fieldname": "column_break_gpiw",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "utm_medium",
    "fieldtype": "Link",
@@ -1612,12 +1609,22 @@
    "no_copy": 1,
    "options": "Item Wise Tax Detail",
    "print_hide": 1
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "UTM Analytics"
+  },
+  {
+   "fieldname": "column_break_bhao",
+   "fieldtype": "Column Break"
   }
  ],
  "icon": "fa fa-file-text",
  "is_submittable": 1,
  "links": [],
- "modified": "2026-01-29 21:20:51.376875",
+ "modified": "2026-02-10 14:23:07.181782",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Invoice",

erpnext/accounts/doctype/pos_profile/pos_profile.json

@@ -78,7 +78,7 @@
   "column_break0",
   "tc_name",
   "select_print_heading",
-  "campaign_section_break",
+  "utm_analytics_section",
   "utm_source",
   "column_break_tvls",
   "utm_campaign",
@@ -462,12 +462,6 @@
    "fieldname": "column_break_xygw",
    "fieldtype": "Column Break"
   },
-  {
-   "collapsible": 1,
-   "fieldname": "campaign_section_break",
-   "fieldtype": "Section Break",
-   "label": "Campaign"
-  },
   {
    "fieldname": "accounting_tab",
    "fieldtype": "Tab Break",
@@ -554,6 +548,12 @@
    "fieldname": "allow_warehouse_change",
    "fieldtype": "Check",
    "label": "Allow User to Edit Warehouse"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "Campaign"
   }
  ],
  "grid_page_length": 50,
@@ -582,7 +582,7 @@
    "link_fieldname": "pos_profile"
   }
  ],
- "modified": "2026-02-05 18:17:26.807353",
+ "modified": "2026-02-10 14:24:48.597412",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Profile",

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -217,16 +217,17 @@
   "column_break_140",
   "to_date",
   "update_auto_repeat_reference",
+  "utm_analytics_section",
+  "utm_source",
+  "utm_medium",
+  "column_break_ixxw",
+  "utm_campaign",
+  "utm_content",
   "more_information",
   "status",
   "remarks",
   "customer_group",
   "column_break_imbx",
-  "utm_source",
-  "utm_campaign",
-  "utm_medium",
-  "utm_content",
-  "col_break23",
   "is_internal_customer",
   "represents_company",
   "inter_company_invoice_reference",
@@ -1630,13 +1631,6 @@
    "no_copy": 1,
    "read_only": 1
   },
-  {
-   "fieldname": "col_break23",
-   "fieldtype": "Column Break",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "width": "50%"
-  },
   {
    "default": "Draft",
    "fieldname": "status",
@@ -2303,6 +2297,16 @@
    "oldfieldtype": "Section Break",
    "options": "fa fa-group",
    "print_hide": 1
+  },
+  {
+   "fieldname": "column_break_ixxw",
+   "fieldtype": "Column Break"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "UTM Analytics"
   }
  ],
  "grid_page_length": 50,
@@ -2316,7 +2320,7 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2026-02-06 20:43:44.732805",
+ "modified": "2026-02-10 11:59:07.819903",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",

erpnext/crm/doctype/lead/lead.json

@@ -52,13 +52,12 @@
   "country",
   "column_break2",
   "contact_html",
-  "section_break_analytics",
+  "utm_analytics_section",
   "utm_source",
-  "utm_content",
+  "utm_medium",
   "column_break_gkxo",
   "utm_campaign",
-  "column_break_gqka",
+  "utm_content",
-  "utm_medium",
   "qualification_tab",
   "qualification_status",
   "column_break_64",
@@ -504,10 +503,6 @@
    "fieldname": "column_break_gkxo",
    "fieldtype": "Column Break"
   },
-  {
-   "fieldname": "column_break_gqka",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "utm_content",
    "fieldtype": "Data",
@@ -537,7 +532,8 @@
    "options": "UTM Campaign"
   },
   {
-   "fieldname": "section_break_analytics",
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
    "fieldtype": "Section Break",
    "label": "Analytics"
   }
@@ -547,7 +543,7 @@
  "idx": 5,
  "image_field": "image",
  "links": [],
- "modified": "2025-06-26 11:02:01.158901",
+ "modified": "2026-02-10 14:36:37.157961",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Lead",

erpnext/crm/doctype/opportunity/opportunity.json

@@ -44,13 +44,12 @@
   "column_break_17",
   "opportunity_amount",
   "base_opportunity_amount",
-  "section_break_analytics",
+  "utm_analytics_section",
   "utm_source",
-  "utm_content",
+  "utm_medium",
   "column_break_emai",
   "utm_campaign",
-  "column_break_whcu",
+  "utm_content",
-  "utm_medium",
   "more_info",
   "company",
   "transaction_date",
@@ -629,15 +628,6 @@
    "options": "UTM Campaign",
    "print_hide": 1
   },
-  {
-   "fieldname": "section_break_analytics",
-   "fieldtype": "Section Break",
-   "label": "Analytics"
-  },
-  {
-   "fieldname": "column_break_whcu",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "utm_medium",
    "fieldtype": "Link",
@@ -650,13 +640,19 @@
    "fieldtype": "Data",
    "label": "Content",
    "print_hide": 1
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "Analytics"
   }
  ],
  "grid_page_length": 50,
  "icon": "fa fa-info-sign",
  "idx": 195,
  "links": [],
- "modified": "2025-08-11 13:35:39.476016",
+ "modified": "2026-02-10 14:36:01.387984",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Opportunity",

erpnext/selling/doctype/quotation/quotation.json

@@ -125,19 +125,20 @@
   "competitors",
   "column_break_117",
   "order_lost_reason",
+  "utm_analytics_section",
+  "utm_source",
+  "utm_medium",
+  "column_break_fozg",
+  "utm_campaign",
+  "utm_content",
   "additional_info_section",
   "status",
   "customer_group",
   "territory",
   "column_break_108",
-  "utm_source",
-  "utm_campaign",
-  "utm_medium",
-  "utm_content",
-  "column_break4",
   "opportunity",
-  "supplier_quotation",
   "enq_det",
+  "supplier_quotation",
   "connections_tab"
  ],
  "fields": [
@@ -843,13 +844,6 @@
    "oldfieldtype": "Small Text",
    "print_hide": 1
   },
-  {
-   "fieldname": "column_break4",
-   "fieldtype": "Column Break",
-   "oldfieldtype": "Column Break",
-   "print_hide": 1,
-   "width": "50%"
-  },
   {
    "default": "Draft",
    "fieldname": "status",
@@ -1125,13 +1119,23 @@
   {
    "fieldname": "column_break_bffp",
    "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_fozg",
+   "fieldtype": "Column Break"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "UTM Analytics"
   }
  ],
  "icon": "fa fa-shopping-cart",
  "idx": 82,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-02-06 16:44:02.134974",
+ "modified": "2026-02-06 17:34:22.170032",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Quotation",

erpnext/selling/doctype/sales_order/sales_order.json

@@ -161,17 +161,18 @@
   "column_break4",
   "select_print_heading",
   "language",
+  "utm_analytics_section",
+  "utm_source",
+  "utm_medium",
+  "column_break_ijxt",
+  "utm_campaign",
+  "utm_content",
   "additional_info_section",
   "is_internal_customer",
   "po_no",
   "po_date",
   "represents_company",
   "column_break_yvzv",
-  "utm_source",
-  "utm_campaign",
-  "utm_medium",
-  "utm_content",
-  "column_break_152",
   "inter_company_order_reference",
   "party_account_currency",
   "connections_tab"
@@ -1567,10 +1568,6 @@
    "fieldtype": "Section Break",
    "label": "Additional Info"
   },
-  {
-   "fieldname": "column_break_152",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "incoterm",
    "fieldtype": "Link",
@@ -1717,6 +1714,16 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Additional Discount"
+  },
+  {
+   "fieldname": "column_break_ijxt",
+   "fieldtype": "Column Break"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "UTM Analytics"
   }
  ],
  "grid_page_length": 50,
@@ -1724,7 +1731,7 @@
  "idx": 105,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-02-06 15:35:47.502692",
+ "modified": "2026-02-10 11:55:52.796522",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Sales Order",

erpnext/selling/doctype/selling_settings/selling_settings.json

@@ -41,6 +41,8 @@
   "allow_zero_qty_in_quotation",
   "allow_zero_qty_in_sales_order",
   "set_zero_rate_for_expired_batch",
+  "section_break_avhb",
+  "enable_utm",
   "experimental_section",
   "use_legacy_js_reactivity",
   "subcontracting_inward_tab",
@@ -305,6 +307,19 @@
    "fieldname": "enable_tracking_sales_commissions",
    "fieldtype": "Check",
    "label": "Enable tracking sales commissions"
+  },
+  {
+   "fieldname": "section_break_avhb",
+   "fieldtype": "Section Break",
+   "label": "Analytics"
+  },
+  {
+   "default": "0",
+   "description": "Enable Urchin Tracking Module parameters in Quotation, Sales Order, Sales Invoice, POS Invoice, Lead,  and Delivery Note.",
+   "documentation_url": "https://en.wikipedia.org/wiki/UTM_parameters",
+   "fieldname": "enable_utm",
+   "fieldtype": "Check",
+   "label": "Enable UTM"
   }
  ],
  "grid_page_length": 50,
@@ -314,7 +329,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-02-04 16:16:57.618127",
+ "modified": "2026-02-12 10:38:34.605126",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Selling Settings",

erpnext/selling/doctype/selling_settings/selling_settings.py

@@ -10,6 +10,17 @@ from frappe.custom.doctype.property_setter.property_setter import make_property_
 from frappe.model.document import Document
 from frappe.utils import cint
 
+UTM_DOCTYPES = [
+	"Lead",
+	"Quotation",
+	"POS Invoice",
+	"POS Profile",
+	"Opportunity",
+	"Sales Order",
+	"Sales Invoice",
+	"Delivery Note",
+]
+
 
 class SellingSettings(Document):
 	# begin: auto-generated types
@@ -38,6 +49,7 @@ class SellingSettings(Document):
 		enable_cutoff_date_on_bulk_delivery_note_creation: DF.Check
 		enable_discount_accounting: DF.Check
 		enable_tracking_sales_commissions: DF.Check
+		enable_utm: DF.Check
 		fallback_to_default_price_list: DF.Check
 		hide_tax_id: DF.Check
 		maintain_same_rate_action: DF.Literal["Stop", "Warn"]
@@ -84,6 +96,9 @@ class SellingSettings(Document):
 		if old_doc.enable_tracking_sales_commissions != self.enable_tracking_sales_commissions:
 			toggle_tracking_sales_commissions_section(not self.enable_tracking_sales_commissions)
 
+		if old_doc.enable_utm != self.enable_utm:
+			toggle_utm_analytics_section(not self.enable_utm)
+
 	def validate_fallback_to_default_price_list(self):
 		if (
 			self.fallback_to_default_price_list
@@ -195,3 +210,14 @@ def toggle_tracking_sales_commissions_section(hide):
 			create_property_setter_for_hiding_field(doctype, "commission_section", hide)
 		if meta.has_field("sales_team_section"):
 			create_property_setter_for_hiding_field(doctype, "sales_team_section", hide)
+
+
+def toggle_utm_analytics_section(hide):
+	from erpnext.accounts.doctype.accounts_settings.accounts_settings import (
+		create_property_setter_for_hiding_field,
+	)
+
+	for doctype in UTM_DOCTYPES:
+		meta = frappe.get_meta(doctype)
+		if meta.has_field("utm_analytics_section"):
+			create_property_setter_for_hiding_field(doctype, "utm_analytics_section", hide)

erpnext/stock/doctype/delivery_note/delivery_note.json

@@ -154,17 +154,18 @@
   "column_break_88",
   "select_print_heading",
   "language",
+  "utm_analytics_section",
+  "utm_source",
+  "utm_medium",
+  "column_break_neoj",
+  "utm_campaign",
+  "utm_content",
   "more_info",
   "is_internal_customer",
   "represents_company",
   "inter_company_reference",
   "customer_group",
   "territory",
-  "column_break_pxls",
-  "utm_source",
-  "utm_campaign",
-  "utm_medium",
-  "utm_content",
   "column_break5",
   "excise_page",
   "instructions",
@@ -1371,10 +1372,6 @@
    "options": "Delivery Trip",
    "print_hide": 1
   },
-  {
-   "fieldname": "column_break_pxls",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "utm_medium",
    "fieldtype": "Link",
@@ -1428,13 +1425,23 @@
    "no_copy": 1,
    "options": "Item Wise Tax Detail",
    "print_hide": 1
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "utm_analytics_section",
+   "fieldtype": "Section Break",
+   "label": "UTM Analytics"
+  },
+  {
+   "fieldname": "column_break_neoj",
+   "fieldtype": "Column Break"
   }
  ],
  "icon": "fa fa-truck",
  "idx": 146,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-02-03 12:27:19.055918",
+ "modified": "2026-02-10 14:35:08.523130",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Delivery Note",