Merge branch 'develop' into agents

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Shariq Ansari 2025-06-17 23:42:42 +05:30 committed by GitHub
commit 0c314674fc
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70 changed files with 2008 additions and 1314 deletions

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@ -8,7 +8,7 @@
**Simplify Sales, Amplify Relationships** **Simplify Sales, Amplify Relationships**
![GitHub release (latest by date)](https://img.shields.io/github/v/release/frappe/crm) [![GitHub release (latest by date)](https://img.shields.io/github/v/release/frappe/crm)](https://github.com/frappe/crm/releases)
<div> <div>
<picture> <picture>
@ -181,6 +181,7 @@ You need Docker, docker-compose and git setup on your machine. Refer [Docker doc
- [Discuss Forum](https://discuss.frappe.io/c/frappe-crm) - [Discuss Forum](https://discuss.frappe.io/c/frappe-crm)
- [Documentation](https://docs.frappe.io/crm) - [Documentation](https://docs.frappe.io/crm)
- [YouTube](https://www.youtube.com/channel/UCn3bV5kx77HsVwtnlCeEi_A) - [YouTube](https://www.youtube.com/channel/UCn3bV5kx77HsVwtnlCeEi_A)
- [X/Twitter](https://x.com/frappetech)
<br> <br>
<br> <br>

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@ -124,6 +124,7 @@ def get_deal_activities(name):
activity = { activity = {
"activity_type": "communication", "activity_type": "communication",
"communication_type": communication.communication_type, "communication_type": communication.communication_type,
"communication_date": communication.communication_date or communication.creation,
"creation": communication.creation, "creation": communication.creation,
"data": { "data": {
"subject": communication.subject, "subject": communication.subject,
@ -255,6 +256,7 @@ def get_lead_activities(name):
activity = { activity = {
"activity_type": "communication", "activity_type": "communication",
"communication_type": communication.communication_type, "communication_type": communication.communication_type,
"communication_date": communication.communication_date or communication.creation,
"creation": communication.creation, "creation": communication.creation,
"data": { "data": {
"subject": communication.subject, "subject": communication.subject,

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@ -3,6 +3,7 @@ import json
import frappe import frappe
from frappe import _ from frappe import _
from frappe.custom.doctype.property_setter.property_setter import make_property_setter from frappe.custom.doctype.property_setter.property_setter import make_property_setter
from frappe.desk.form.assign_to import set_status
from frappe.model import no_value_fields from frappe.model import no_value_fields
from frappe.model.document import get_controller from frappe.model.document import get_controller
from frappe.utils import make_filter_tuple from frappe.utils import make_filter_tuple
@ -659,6 +660,24 @@ def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False, only_re
return fields_meta return fields_meta
@frappe.whitelist()
def remove_assignments(doctype, name, assignees, ignore_permissions=False):
assignees = json.loads(assignees)
if not assignees:
return
for assign_to in assignees:
set_status(
doctype,
name,
todo=None,
assign_to=assign_to,
status="Cancelled",
ignore_permissions=ignore_permissions,
)
@frappe.whitelist()
def get_assigned_users(doctype, name, default_assigned_to=None): def get_assigned_users(doctype, name, default_assigned_to=None):
assigned_users = frappe.get_all( assigned_users = frappe.get_all(
"ToDo", "ToDo",

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@ -190,11 +190,20 @@ def get_call_log(name):
@frappe.whitelist() @frappe.whitelist()
def create_lead_from_call_log(call_log): def create_lead_from_call_log(call_log, lead_details=None):
lead = frappe.new_doc("CRM Lead") lead = frappe.new_doc("CRM Lead")
lead.first_name = "Lead from call " + call_log.get("from") lead_details = frappe.parse_json(lead_details or "{}")
lead.mobile_no = call_log.get("from")
lead.lead_owner = frappe.session.user if not lead_details.get("lead_owner"):
lead_details["lead_owner"] = frappe.session.user
if not lead_details.get("mobile_no"):
lead_details["mobile_no"] = call_log.get("from") or ""
if not lead_details.get("first_name"):
lead_details["first_name"] = "Lead from call " + (
lead_details.get("mobile_no") or call_log.get("name")
)
lead.update(lead_details)
lead.save(ignore_permissions=True) lead.save(ignore_permissions=True)
# link call log with lead # link call log with lead

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@ -13,7 +13,6 @@ def get_deal(name):
deal["fields_meta"] = get_fields_meta("CRM Deal") deal["fields_meta"] = get_fields_meta("CRM Deal")
deal["_form_script"] = get_form_script("CRM Deal") deal["_form_script"] = get_form_script("CRM Deal")
deal["_assign"] = get_assigned_users("CRM Deal", deal.name)
return deal return deal

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@ -11,11 +11,14 @@
"naming_series", "naming_series",
"organization", "organization",
"next_step", "next_step",
"probability",
"column_break_ijan", "column_break_ijan",
"status", "status",
"close_date",
"deal_owner", "deal_owner",
"section_break_jgpm",
"probability",
"deal_value",
"column_break_kpxa",
"close_date",
"contacts_tab", "contacts_tab",
"contacts", "contacts",
"contact", "contact",
@ -374,12 +377,26 @@
"label": "Net Total", "label": "Net Total",
"options": "currency", "options": "currency",
"read_only": 1 "read_only": 1
},
{
"fieldname": "section_break_jgpm",
"fieldtype": "Section Break"
},
{
"fieldname": "deal_value",
"fieldtype": "Currency",
"label": "Deal Value",
"options": "currency"
},
{
"fieldname": "column_break_kpxa",
"fieldtype": "Column Break"
} }
], ],
"grid_page_length": 50, "grid_page_length": 50,
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"links": [], "links": [],
"modified": "2025-05-12 12:30:55.415282", "modified": "2025-06-16 11:42:49.413483",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "CRM Deal", "name": "CRM Deal",

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@ -24,6 +24,7 @@ class CRMDeal(Document):
self.assign_agent(self.deal_owner) self.assign_agent(self.deal_owner)
if self.has_value_changed("status"): if self.has_value_changed("status"):
add_status_change_log(self) add_status_change_log(self)
self.update_close_date()
def after_insert(self): def after_insert(self):
if self.deal_owner: if self.deal_owner:
@ -133,6 +134,13 @@ class CRMDeal(Document):
if sla: if sla:
sla.apply(self) sla.apply(self)
def update_close_date(self):
"""
Update the close date based on the "Won" status.
"""
if self.status == "Won" and not self.close_date:
self.close_date = frappe.utils.nowdate()
@staticmethod @staticmethod
def default_list_data(): def default_list_data():
columns = [ columns = [

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@ -8,7 +8,8 @@
"field_order": [ "field_order": [
"deal_status", "deal_status",
"color", "color",
"position" "position",
"probability"
], ],
"fields": [ "fields": [
{ {
@ -32,11 +33,17 @@
"fieldtype": "Int", "fieldtype": "Int",
"in_list_view": 1, "in_list_view": 1,
"label": "Position" "label": "Position"
},
{
"fieldname": "probability",
"fieldtype": "Percent",
"label": "Probability"
} }
], ],
"grid_page_length": 50,
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"links": [], "links": [],
"modified": "2024-01-19 21:56:44.552134", "modified": "2025-06-11 13:00:34.518808",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "CRM Deal Status", "name": "CRM Deal Status",
@ -68,7 +75,8 @@
"write": 1 "write": 1
} }
], ],
"row_format": "Dynamic",
"sort_field": "modified", "sort_field": "modified",
"sort_order": "DESC", "sort_order": "DESC",
"states": [] "states": []
} }

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@ -13,5 +13,4 @@ def get_lead(name):
lead["fields_meta"] = get_fields_meta("CRM Lead") lead["fields_meta"] = get_fields_meta("CRM Lead")
lead["_form_script"] = get_form_script("CRM Lead") lead["_form_script"] = get_form_script("CRM Lead")
lead["_assign"] = get_assigned_users("CRM Lead", lead.name)
return lead return lead

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@ -7,6 +7,7 @@
"field_order": [ "field_order": [
"defaults_tab", "defaults_tab",
"restore_defaults", "restore_defaults",
"enable_forecasting",
"branding_tab", "branding_tab",
"brand_name", "brand_name",
"brand_logo", "brand_logo",
@ -28,7 +29,7 @@
{ {
"fieldname": "defaults_tab", "fieldname": "defaults_tab",
"fieldtype": "Tab Break", "fieldtype": "Tab Break",
"label": "Defaults" "label": "Settings"
}, },
{ {
"fieldname": "branding_tab", "fieldname": "branding_tab",
@ -56,12 +57,19 @@
"fieldname": "favicon", "fieldname": "favicon",
"fieldtype": "Attach", "fieldtype": "Attach",
"label": "Favicon" "label": "Favicon"
},
{
"default": "0",
"description": "It will make deal's \"Expected Closure Date\" mandatory to get accurate forecasting insights",
"fieldname": "enable_forecasting",
"fieldtype": "Check",
"label": "Enable Forecasting"
} }
], ],
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"issingle": 1, "issingle": 1,
"links": [], "links": [],
"modified": "2025-02-20 12:38:38.088477", "modified": "2025-06-11 19:12:16.762499",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "FCRM Settings", "name": "FCRM Settings",
@ -95,7 +103,8 @@
"share": 1 "share": 1
} }
], ],
"row_format": "Dynamic",
"sort_field": "creation", "sort_field": "creation",
"sort_order": "DESC", "sort_order": "DESC",
"states": [] "states": []
} }

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@ -3,6 +3,7 @@
import frappe import frappe
from frappe import _ from frappe import _
from frappe.custom.doctype.property_setter.property_setter import delete_property_setter, make_property_setter
from frappe.model.document import Document from frappe.model.document import Document
from crm.install import after_install from crm.install import after_install
@ -15,6 +16,7 @@ class FCRMSettings(Document):
def validate(self): def validate(self):
self.do_not_allow_to_delete_if_standard() self.do_not_allow_to_delete_if_standard()
self.setup_forecasting()
def do_not_allow_to_delete_if_standard(self): def do_not_allow_to_delete_if_standard(self):
if not self.has_value_changed("dropdown_items"): if not self.has_value_changed("dropdown_items"):
@ -29,6 +31,23 @@ class FCRMSettings(Document):
return return
frappe.throw(_("Cannot delete standard items {0}").format(", ".join(deleted_standard_items))) frappe.throw(_("Cannot delete standard items {0}").format(", ".join(deleted_standard_items)))
def setup_forecasting(self):
if self.has_value_changed("enable_forecasting"):
if not self.enable_forecasting:
delete_property_setter(
"CRM Deal",
"reqd",
"close_date",
)
else:
make_property_setter(
"CRM Deal",
"close_date",
"reqd",
1 if self.enable_forecasting else 0,
"Check",
)
def get_standard_dropdown_items(): def get_standard_dropdown_items():
return [item.get("name1") for item in frappe.get_hooks("standard_dropdown_items")] return [item.get("name1") for item in frappe.get_hooks("standard_dropdown_items")]
@ -57,3 +76,36 @@ def sync_table(key, hook):
crm_settings.set(key, items) crm_settings.set(key, items)
crm_settings.save() crm_settings.save()
def create_forecasting_script():
if not frappe.db.exists("CRM Form Script", "Forecasting Script"):
script = get_forecasting_script()
frappe.get_doc(
{
"doctype": "CRM Form Script",
"name": "Forecasting Script",
"dt": "CRM Deal",
"view": "Form",
"script": script,
"enabled": 1,
"is_standard": 1,
}
).insert()
def get_forecasting_script():
return """class CRMDeal {
async status() {
await this.doc.trigger('updateProbability')
}
async updateProbability() {
let status = await call("frappe.client.get_value", {
doctype: "CRM Deal Status",
fieldname: "probability",
filters: { name: this.doc.status },
})
this.doc.probability = status.probability
}
}"""

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@ -359,5 +359,8 @@ def add_standard_dropdown_items():
def add_default_scripts(): def add_default_scripts():
from crm.fcrm.doctype.fcrm_settings.fcrm_settings import create_forecasting_script
for doctype in ["CRM Lead", "CRM Deal"]: for doctype in ["CRM Lead", "CRM Deal"]:
create_product_details_script(doctype) create_product_details_script(doctype)
create_forecasting_script()

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@ -12,4 +12,4 @@ crm.patches.v1_0.create_default_sidebar_fields_layout
crm.patches.v1_0.update_deal_quick_entry_layout crm.patches.v1_0.update_deal_quick_entry_layout
crm.patches.v1_0.update_layouts_to_new_format crm.patches.v1_0.update_layouts_to_new_format
crm.patches.v1_0.move_twilio_agent_to_telephony_agent crm.patches.v1_0.move_twilio_agent_to_telephony_agent
crm.patches.v1_0.create_default_scripts crm.patches.v1_0.create_default_scripts # 13-06-2025

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@ -45,7 +45,6 @@ def get_boot():
"user": frappe.db.get_value("User", frappe.session.user, "time_zone") "user": frappe.db.get_value("User", frappe.session.user, "time_zone")
or get_system_timezone(), or get_system_timezone(),
}, },
"app_version": get_app_version(),
} }
) )
@ -54,25 +53,6 @@ def get_default_route():
return "/crm" return "/crm"
def get_app_version():
app = "crm"
branch = run_git_command(f"cd ../apps/{app} && git rev-parse --abbrev-ref HEAD")
commit = run_git_command(f"git -C ../apps/{app} rev-parse --short=7 HEAD")
tag = run_git_command(f"git -C ../apps/{app} describe --tags --abbrev=0")
dirty = run_git_command(f"git -C ../apps/{app} diff --quiet || echo 'dirty'") == "dirty"
commit_date = run_git_command(f"git -C ../apps/{app} log -1 --format=%cd")
commit_message = run_git_command(f"git -C ../apps/{app} log -1 --pretty=%B")
return {
"branch": branch,
"commit": commit,
"commit_date": commit_date,
"commit_message": commit_message,
"tag": tag,
"dirty": dirty,
}
def run_git_command(command): def run_git_command(command):
try: try:
with open(os.devnull, "wb") as null_stream: with open(os.devnull, "wb") as null_stream:

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@ -153,10 +153,7 @@ declare module 'vue' {
ListIcon: typeof import('./src/components/Icons/ListIcon.vue')['default'] ListIcon: typeof import('./src/components/Icons/ListIcon.vue')['default']
ListRows: typeof import('./src/components/ListViews/ListRows.vue')['default'] ListRows: typeof import('./src/components/ListViews/ListRows.vue')['default']
LoadingIndicator: typeof import('./src/components/Icons/LoadingIndicator.vue')['default'] LoadingIndicator: typeof import('./src/components/Icons/LoadingIndicator.vue')['default']
LucideCalendar: typeof import('~icons/lucide/calendar')['default']
LucideInfo: typeof import('~icons/lucide/info')['default']
LucidePlus: typeof import('~icons/lucide/plus')['default'] LucidePlus: typeof import('~icons/lucide/plus')['default']
LucideSearch: typeof import('~icons/lucide/search')['default']
MarkAsDoneIcon: typeof import('./src/components/Icons/MarkAsDoneIcon.vue')['default'] MarkAsDoneIcon: typeof import('./src/components/Icons/MarkAsDoneIcon.vue')['default']
MaximizeIcon: typeof import('./src/components/Icons/MaximizeIcon.vue')['default'] MaximizeIcon: typeof import('./src/components/Icons/MaximizeIcon.vue')['default']
MenuIcon: typeof import('./src/components/Icons/MenuIcon.vue')['default'] MenuIcon: typeof import('./src/components/Icons/MenuIcon.vue')['default']

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@ -13,7 +13,7 @@
"@tiptap/extension-paragraph": "^2.12.0", "@tiptap/extension-paragraph": "^2.12.0",
"@twilio/voice-sdk": "^2.10.2", "@twilio/voice-sdk": "^2.10.2",
"@vueuse/integrations": "^10.3.0", "@vueuse/integrations": "^10.3.0",
"frappe-ui": "^0.1.145", "frappe-ui": "^0.1.156",
"gemoji": "^8.1.0", "gemoji": "^8.1.0",
"lodash": "^4.17.21", "lodash": "^4.17.21",
"mime": "^4.0.1", "mime": "^4.0.1",

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@ -250,14 +250,14 @@
</span> </span>
<span v-if="activity.type">{{ __(activity.type) }}</span> <span v-if="activity.type">{{ __(activity.type) }}</span>
<span <span
v-if="activity.data.field_label" v-if="activity.data?.field_label"
class="max-w-xs truncate font-medium text-ink-gray-8" class="max-w-xs truncate font-medium text-ink-gray-8"
> >
{{ __(activity.data.field_label) }} {{ __(activity.data.field_label) }}
</span> </span>
<span v-if="activity.value">{{ __(activity.value) }}</span> <span v-if="activity.value">{{ __(activity.value) }}</span>
<span <span
v-if="activity.data.old_value" v-if="activity.data?.old_value"
class="max-w-xs font-medium text-ink-gray-8" class="max-w-xs font-medium text-ink-gray-8"
> >
<div <div
@ -273,7 +273,7 @@
</span> </span>
<span v-if="activity.to">{{ __('to') }}</span> <span v-if="activity.to">{{ __('to') }}</span>
<span <span
v-if="activity.data.value" v-if="activity.data?.value"
class="max-w-xs font-medium text-ink-gray-8" class="max-w-xs font-medium text-ink-gray-8"
> >
<div <div
@ -307,7 +307,7 @@
> >
<div class="inline-flex flex-wrap gap-1 text-ink-gray-5"> <div class="inline-flex flex-wrap gap-1 text-ink-gray-5">
<span <span
v-if="activity.data.field_label" v-if="activity.data?.field_label"
class="max-w-xs truncate text-ink-gray-5" class="max-w-xs truncate text-ink-gray-5"
> >
{{ __(activity.data.field_label) }} {{ __(activity.data.field_label) }}
@ -320,7 +320,7 @@
{{ startCase(__(activity.type)) }} {{ startCase(__(activity.type)) }}
</span> </span>
<span <span
v-if="activity.data.old_value" v-if="activity.data?.old_value"
class="max-w-xs font-medium text-ink-gray-8" class="max-w-xs font-medium text-ink-gray-8"
> >
<div <div
@ -336,7 +336,7 @@
</span> </span>
<span v-if="activity.to">{{ __('to') }}</span> <span v-if="activity.to">{{ __('to') }}</span>
<span <span
v-if="activity.data.value" v-if="activity.data?.value"
class="max-w-xs font-medium text-ink-gray-8" class="max-w-xs font-medium text-ink-gray-8"
> >
<div <div
@ -365,7 +365,11 @@
</div> </div>
</div> </div>
<div v-else-if="title == 'Data'" class="h-full flex flex-col px-3 sm:px-10"> <div v-else-if="title == 'Data'" class="h-full flex flex-col px-3 sm:px-10">
<DataFields :doctype="doctype" :docname="doc.data.name" /> <DataFields
:doctype="doctype"
:docname="doc.data.name"
@afterSave="(data) => emit('afterSave', data)"
/>
</div> </div>
<div <div
v-else v-else
@ -514,6 +518,8 @@ const props = defineProps({
}, },
}) })
const emit = defineEmits(['afterSave'])
const route = useRoute() const route = useRoute()
const doc = defineModel() const doc = defineModel()
@ -800,5 +806,5 @@ const callActions = computed(() => {
) )
}) })
defineExpose({ emailBox, all_activities }) defineExpose({ emailBox, all_activities, changeTabTo })
</script> </script>

View File

@ -16,8 +16,9 @@
@after="redirect('notes')" @after="redirect('notes')"
/> />
<CallLogModal <CallLogModal
v-if="showCallLogModal"
v-model="showCallLogModal" v-model="showCallLogModal"
v-model:callLog="callLog" :data="callLog"
:options="{ afterInsert: () => activities.reload() }" :options="{ afterInsert: () => activities.reload() }"
/> />
</template> </template>
@ -91,10 +92,8 @@ function createCallLog() {
let doctype = props.doctype let doctype = props.doctype
let docname = props.doc.data?.name let docname = props.doc.data?.name
callLog.value = { callLog.value = {
data: { reference_doctype: doctype,
reference_doctype: doctype, reference_docname: docname,
reference_docname: docname,
},
} }
showCallLogModal.value = true showCallLogModal.value = true
} }

View File

@ -97,7 +97,11 @@
v-model:callLogModal="showCallLogModal" v-model:callLogModal="showCallLogModal"
v-model:callLog="callLog" v-model:callLog="callLog"
/> />
<CallLogModal v-model="showCallLogModal" v-model:callLog="callLog" /> <CallLogModal
v-if="showCallLogModal"
v-model="showCallLogModal"
:data="callLog.data"
/>
</div> </div>
</template> </template>
<script setup> <script setup>

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@ -16,7 +16,9 @@
v-if="isManager() && !isMobileView" v-if="isManager() && !isMobileView"
@click="showDataFieldsModal = true" @click="showDataFieldsModal = true"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button <Button
label="Save" label="Save"
@ -76,6 +78,9 @@ const props = defineProps({
required: true, required: true,
}, },
}) })
const emit = defineEmits(['afterSave'])
const { isManager } = usersStore() const { isManager } = usersStore()
const showDataFieldsModal = ref(false) const showDataFieldsModal = ref(false)
@ -90,7 +95,21 @@ const tabs = createResource({
}) })
function saveChanges() { function saveChanges() {
document.save.submit() if (!document.isDirty) return
const updatedDoc = { ...document.doc }
const oldDoc = { ...document.originalDoc }
const changes = Object.keys(updatedDoc).reduce((acc, key) => {
if (JSON.stringify(updatedDoc[key]) !== JSON.stringify(oldDoc[key])) {
acc[key] = updatedDoc[key]
}
return acc
}, {})
document.save.submit(null, {
onSuccess: () => emit('afterSave', changes),
})
} }
watch( watch(

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@ -22,9 +22,9 @@
variant="subtle" variant="subtle"
:theme="status.color" :theme="status.color"
/> />
<Tooltip :text="formatDate(activity.creation)"> <Tooltip :text="formatDate(activity.communication_date)">
<div class="text-sm text-ink-gray-5"> <div class="text-sm text-ink-gray-5">
{{ __(timeAgo(activity.creation)) }} {{ __(timeAgo(activity.communication_date)) }}
</div> </div>
</Tooltip> </Tooltip>
<div class="flex gap-0.5"> <div class="flex gap-0.5">

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@ -30,20 +30,24 @@
<DragIcon class="h-3.5" /> <DragIcon class="h-3.5" />
<div>{{ __(element.label) }}</div> <div>{{ __(element.label) }}</div>
</div> </div>
<div class="flex cursor-pointer items-center gap-1"> <div class="flex cursor-pointer items-center gap-0.5">
<Button <Button
variant="ghost" variant="ghost"
class="!h-5 w-5 !p-1" class="!h-5 w-5 !p-1"
@click="editColumn(element)" @click="editColumn(element)"
> >
<EditIcon class="h-3.5" /> <template #icon>
<EditIcon class="h-3.5" />
</template>
</Button> </Button>
<Button <Button
variant="ghost" variant="ghost"
class="!h-5 w-5 !p-1" class="!h-5 w-5 !p-1"
@click="removeColumn(element)" @click="removeColumn(element)"
> >
<FeatherIcon name="x" class="h-3.5" /> <template #icon>
<FeatherIcon name="x" class="h-3.5" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -215,7 +219,9 @@ const fields = computed(() => {
}) })
function addColumn(c) { function addColumn(c) {
let align = ['Float', 'Int', 'Percent', 'Currency'].includes(c.type) ? 'right' : 'left' let align = ['Float', 'Int', 'Percent', 'Currency'].includes(c.type)
? 'right'
: 'left'
let _column = { let _column = {
label: c.label, label: c.label,
type: c.fieldtype, type: c.fieldtype,

View File

@ -58,7 +58,9 @@
variant="outline" variant="outline"
@click="showGridFieldsEditorModal = true" @click="showGridFieldsEditorModal = true"
> >
<FeatherIcon name="settings" class="h-4 w-4 text-ink-gray-7" /> <template #icon>
<FeatherIcon name="settings" class="size-4 text-ink-gray-7" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -281,7 +283,9 @@
variant="outline" variant="outline"
@click="showRowList[index] = true" @click="showRowList[index] = true"
> >
<EditIcon class="h-4 w-4 text-ink-gray-7" /> <template #icon>
<EditIcon class="text-ink-gray-7" />
</template>
</Button> </Button>
</div> </div>
<GridRowModal <GridRowModal
@ -509,8 +513,7 @@ const deleteRows = () => {
} }
function fieldChange(value, field, row) { function fieldChange(value, field, row) {
row[field.fieldname] = value triggerOnChange(field.fieldname, value, row)
triggerOnChange(field.fieldname, row)
} }
function getDefaultValue(defaultValue, fieldtype) { function getDefaultValue(defaultValue, fieldtype) {

View File

@ -15,10 +15,14 @@
class="w-7" class="w-7"
@click="openGridRowFieldsModal" @click="openGridRowFieldsModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>

View File

@ -64,7 +64,10 @@ const emit = defineEmits(['change'])
const { getFields } = getMeta(props.doctype) const { getFields } = getMeta(props.doctype)
const values = defineModel() const values = defineModel({
type: Array,
default: () => [],
})
const valuesRef = ref([]) const valuesRef = ref([])
const error = ref(null) const error = ref(null)

View File

@ -31,7 +31,9 @@
class="opacity-0 hover:bg-surface-gray-4 group-hover:opacity-100" class="opacity-0 hover:bg-surface-gray-4 group-hover:opacity-100"
@click="option.onClick" @click="option.onClick"
> >
<SuccessIcon /> <template #icon>
<SuccessIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
@ -43,7 +45,9 @@
class="opacity-0 hover:bg-surface-gray-4 group-hover:opacity-100" class="opacity-0 hover:bg-surface-gray-4 group-hover:opacity-100"
@click="toggleEditMode" @click="toggleEditMode"
> >
<EditIcon /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>

View File

@ -206,7 +206,7 @@
v-else v-else
type="text" type="text"
:placeholder="getPlaceholder(field)" :placeholder="getPlaceholder(field)"
:value="data[field.fieldname]" :value="getDataValue(data[field.fieldname], field)"
:disabled="Boolean(field.read_only)" :disabled="Boolean(field.read_only)"
:description="field.description" :description="field.description"
@change="fieldChange($event.target.value, field)" @change="fieldChange($event.target.value, field)"
@ -332,14 +332,19 @@ const getPlaceholder = (field) => {
} }
function fieldChange(value, df) { function fieldChange(value, df) {
data.value[df.fieldname] = value
if (isGridRow) { if (isGridRow) {
triggerOnChange(df.fieldname, data.value) triggerOnChange(df.fieldname, value, data.value)
} else { } else {
triggerOnChange(df.fieldname) triggerOnChange(df.fieldname, value)
} }
} }
function getDataValue(value, field) {
if (field.fieldtype === 'Duration') {
return value || 0
}
return value
}
</script> </script>
<style scoped> <style scoped>
:deep(.form-control.prefix select) { :deep(.form-control.prefix select) {

View File

@ -126,7 +126,7 @@
<div class="flex items-center justify-between gap-2"> <div class="flex items-center justify-between gap-2">
<Autocomplete <Autocomplete
value="" value=""
:options="filterableFields.data" :options="availableFilters"
@change="(e) => setfilter(e)" @change="(e) => setfilter(e)"
:placeholder="__('First name')" :placeholder="__('First name')"
> >
@ -217,6 +217,19 @@ const filters = computed(() => {
return convertFilters(filterableFields.data, allFilters) return convertFilters(filterableFields.data, allFilters)
}) })
const availableFilters = computed(() => {
if (!filterableFields.data) return []
const selectedFieldNames = new Set()
for (const filter of filters.value) {
selectedFieldNames.add(filter.fieldname)
}
return filterableFields.data.filter(
(field) => !selectedFieldNames.has(field.fieldname),
)
})
function removeCommonFilters(commonFilters, allFilters) { function removeCommonFilters(commonFilters, allFilters) {
for (const key in commonFilters) { for (const key in commonFilters) {
if (commonFilters.hasOwnProperty(key) && allFilters.hasOwnProperty(key)) { if (commonFilters.hasOwnProperty(key) && allFilters.hasOwnProperty(key)) {

View File

@ -5,9 +5,11 @@
<MobileAppHeader /> <MobileAppHeader />
<slot /> <slot />
</div> </div>
<GlobalModals />
</div> </div>
</template> </template>
<script setup> <script setup>
import MobileSidebar from '@/components/Mobile/MobileSidebar.vue' import MobileSidebar from '@/components/Mobile/MobileSidebar.vue'
import MobileAppHeader from '@/components/Mobile/MobileAppHeader.vue' import MobileAppHeader from '@/components/Mobile/MobileAppHeader.vue'
import GlobalModals from '@/components/Modals/GlobalModals.vue'
</script> </script>

View File

@ -72,15 +72,6 @@
size="sm" size="sm"
/> />
</div> </div>
<div v-else-if="column.key === 'organization'">
<Avatar
v-if="item"
class="flex items-center"
:image="item"
:label="item"
size="sm"
/>
</div>
<div v-else-if="column.key === 'lead_owner'"> <div v-else-if="column.key === 'lead_owner'">
<Avatar <Avatar
v-if="item.full_name" v-if="item.full_name"

View File

@ -6,22 +6,6 @@
<div class="flex flex-col items-center"> <div class="flex flex-col items-center">
<CRMLogo class="mb-3 size-12" /> <CRMLogo class="mb-3 size-12" />
<h3 class="font-semibold text-xl text-ink-gray-9">Frappe CRM</h3> <h3 class="font-semibold text-xl text-ink-gray-9">Frappe CRM</h3>
<div class="flex items-center mt-1">
<div class="text-base text-ink-gray-6">
{{ appVersion.branch != 'main' ? appVersion.branch : '' }}
<template v-if="appVersion.branch != 'main'">
({{ appVersion.commit }})
</template>
<template v-else>{{ appVersion.tag }}</template>
</div>
<Tooltip
:text="`${appVersion.commit_message} - ${appVersion.commit_date}`"
placement="top"
>
<LucideInfo class="size-3.5 text-ink-gray-8 ml-1" />
</Tooltip>
</div>
</div> </div>
</div> </div>
<hr class="border-t my-3 mx-2" /> <hr class="border-t my-3 mx-2" />
@ -95,6 +79,4 @@ let links = [
icon: LucideHeadset, icon: LucideHeadset,
}, },
] ]
let appVersion = window.app_version
</script> </script>

View File

@ -15,15 +15,23 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
<div v-if="tabs.data"> <div v-if="tabs.data && _address.doc">
<FieldLayout :tabs="tabs.data" :data="_address" doctype="Address" /> <FieldLayout
:tabs="tabs.data"
:data="_address.doc"
doctype="Address"
/>
<ErrorMessage class="mt-2" :message="error" /> <ErrorMessage class="mt-2" :message="error" />
</div> </div>
</div> </div>
@ -41,24 +49,24 @@
</div> </div>
</template> </template>
</Dialog> </Dialog>
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="Address"
/>
</template> </template>
<script setup> <script setup>
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import FieldLayout from '@/components/FieldLayout/FieldLayout.vue' import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import EditIcon from '@/components/Icons/EditIcon.vue' import EditIcon from '@/components/Icons/EditIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { useDocument } from '@/data/document'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { FeatherIcon, createResource, ErrorMessage } from 'frappe-ui' import { FeatherIcon, createResource, ErrorMessage } from 'frappe-ui'
import { ref, nextTick, watch, computed } from 'vue' import { ref, nextTick, computed, onMounted } from 'vue'
const props = defineProps({ const props = defineProps({
address: {
type: String,
default: '',
},
options: { options: {
type: Object, type: Object,
default: { default: {
@ -70,30 +78,18 @@ const props = defineProps({
const { isManager } = usersStore() const { isManager } = usersStore()
const show = defineModel() const show = defineModel()
const address = defineModel('address')
const loading = ref(false) const loading = ref(false)
const error = ref(null) const error = ref(null)
const title = ref(null) const title = ref(null)
const editMode = ref(false) const editMode = ref(false)
let _address = ref({ const { document: _address } = useDocument('Address', props.address || '')
name: '',
address_title: '',
address_type: 'Billing',
address_line1: '',
address_line2: '',
city: '',
county: '',
state: '',
country: '',
pincode: '',
})
const dialogOptions = computed(() => { const dialogOptions = computed(() => {
let title = !editMode.value let title = !editMode.value
? __('New Address') ? __('New Address')
: __(_address.value.address_title) : __(_address.doc?.address_title)
let size = 'xl' let size = 'xl'
let actions = [ let actions = [
{ {
@ -114,42 +110,28 @@ const tabs = createResource({
auto: true, auto: true,
}) })
let doc = ref({}) const callBacks = {
onSuccess: (doc) => {
function updateAddress() {
error.value = null
const old = { ...doc.value }
const newAddress = { ..._address.value }
const dirty = JSON.stringify(old) !== JSON.stringify(newAddress)
const values = newAddress
if (!dirty) {
show.value = false
return
}
loading.value = true
updateAddressValues.submit({
doctype: 'Address',
name: _address.value.name,
fieldname: values,
})
}
const updateAddressValues = createResource({
url: 'frappe.client.set_value',
onSuccess(doc) {
loading.value = false loading.value = false
if (doc.name) { handleAddressUpdate(doc)
handleAddressUpdate(doc)
}
}, },
onError(err) { onError: (err) => {
loading.value = false loading.value = false
if (err.exc_type == 'MandatoryError') {
const errorMessage = err.messages
.map((msg) => msg.split(': ')[2].trim())
.join(', ')
error.value = __('These fields are required: {0}', [errorMessage])
return
}
error.value = err error.value = err
}, },
}) }
async function updateAddress() {
loading.value = true
await _address.save.submit(null, callBacks)
}
const createAddress = createResource({ const createAddress = createResource({
url: 'frappe.client.insert', url: 'frappe.client.insert',
@ -157,7 +139,7 @@ const createAddress = createResource({
return { return {
doc: { doc: {
doctype: 'Address', doctype: 'Address',
..._address.value, ..._address.doc,
}, },
} }
}, },
@ -179,27 +161,17 @@ function handleAddressUpdate(doc) {
props.options.afterInsert && props.options.afterInsert(doc) props.options.afterInsert && props.options.afterInsert(doc)
} }
watch( onMounted(() => {
() => show.value, editMode.value = props.address ? true : false
(value) => {
if (!value) return
editMode.value = false
nextTick(() => {
// TODO: Issue with FormControl
// title.value.el.focus()
doc.value = address.value?.doc || address.value || {}
_address.value = { ...doc.value }
if (_address.value.name) {
editMode.value = true
}
})
},
)
const showQuickEntryModal = ref(false) if (!props.address) {
_address.doc = { address_type: 'Billing' }
}
})
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
quickEntryProps.value = { doctype: 'Address' }
nextTick(() => { nextTick(() => {
show.value = false show.value = false
}) })

View File

@ -145,13 +145,11 @@ function updateAssignees() {
.map((assignee) => assignee.name) .map((assignee) => assignee.name)
if (removedAssignees.length) { if (removedAssignees.length) {
for (let a of removedAssignees) { call('crm.api.doc.remove_assignments', {
call('frappe.desk.form.assign_to.remove', { doctype: props.doctype,
doctype: props.doctype, name: props.doc.name,
name: props.doc.name, assignees: JSON.stringify(removedAssignees),
assign_to: a, })
})
}
} }
if (addedAssignees.length) { if (addedAssignees.length) {

View File

@ -39,10 +39,14 @@
class="w-7" class="w-7"
@click="openCallLogModal" @click="openCallLogModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -172,8 +176,9 @@ import FadedScrollableDiv from '@/components/FadedScrollableDiv.vue'
import { getCallLogDetail } from '@/utils/callLog' import { getCallLogDetail } from '@/utils/callLog'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { useDocument } from '@/data/document'
import { FeatherIcon, Dropdown, Avatar, Tooltip, call } from 'frappe-ui' import { FeatherIcon, Dropdown, Avatar, Tooltip, call } from 'frappe-ui'
import { ref, computed, h, nextTick } from 'vue' import { ref, computed, h, nextTick, watch } from 'vue'
import { useRouter } from 'vue-router' import { useRouter } from 'vue-router'
const { isManager } = usersStore() const { isManager } = usersStore()
@ -289,9 +294,19 @@ const detailFields = computed(() => {
.filter((detail) => (detail.condition ? detail.condition() : true)) .filter((detail) => (detail.condition ? detail.condition() : true))
}) })
function createLead() { const d = ref({})
const leadDetails = ref({})
async function createLead() {
await d.value.triggerOnCreateLead?.(
callLog.value?.data,
leadDetails.value,
() => (show.value = false),
)
call('crm.fcrm.doctype.crm_call_log.crm_call_log.create_lead_from_call_log', { call('crm.fcrm.doctype.crm_call_log.crm_call_log.create_lead_from_call_log', {
call_log: callLog.value?.data, call_log: callLog.value?.data,
lead_details: leadDetails.value,
}).then((d) => { }).then((d) => {
if (d) { if (d) {
router.push({ name: 'Lead', params: { leadId: d } }) router.push({ name: 'Lead', params: { leadId: d } })
@ -351,6 +366,14 @@ async function addTaskToCallLog(_task, insert_mode = false) {
}) })
} }
} }
watch(
() => callLog.value?.data?.name,
(value) => {
if (!value) return
d.value = useDocument('CRM Call Log', value)
},
)
</script> </script>
<style scoped> <style scoped>

View File

@ -3,52 +3,76 @@
<template #body> <template #body>
<div class="px-4 pt-5 pb-6 bg-surface-modal sm:px-6"> <div class="px-4 pt-5 pb-6 bg-surface-modal sm:px-6">
<div class="flex items-center justify-between mb-5"> <div class="flex items-center justify-between mb-5">
<div> <div class="flex items-center gap-2">
<h3 class="text-2xl font-semibold leading-6 text-ink-gray-9"> <h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
{{ __(dialogOptions.title) || __('Untitled') }} {{ __(dialogOptions.title) || __('Untitled') }}
</h3> </h3>
<Badge v-if="callLog.isDirty" :label="'Not Saved'" theme="orange" />
</div> </div>
<div class="flex items-center gap-1"> <div class="flex items-center gap-1">
<Button v-if="isManager() && !isMobileView" variant="ghost" class="w-7" @click="openQuickEntryModal"> <Button
<EditIcon class="w-4 h-4" /> v-if="isManager() && !isMobileView"
variant="ghost"
class="w-7"
@click="openQuickEntryModal"
>
<template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="w-4 h-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
<div v-if="tabs.data"> <div v-if="tabs.data">
<FieldLayout :tabs="tabs.data" :data="_callLog" doctype="CRM Call Log" /> <FieldLayout
:tabs="tabs.data"
:data="callLog.doc"
doctype="CRM Call Log"
/>
<ErrorMessage class="mt-8" :message="error" /> <ErrorMessage class="mt-8" :message="error" />
</div> </div>
</div> </div>
<div class="px-4 pt-4 pb-7 sm:px-6"> <div class="px-4 pt-4 pb-7 sm:px-6">
<div class="space-y-2"> <div class="space-y-2">
<Button class="w-full" v-for="action in dialogOptions.actions" :key="action.label" v-bind="action" <Button
:label="__(action.label)" :loading="loading" /> class="w-full"
v-for="action in dialogOptions.actions"
:key="action.label"
v-bind="action"
:label="__(action.label)"
:loading="loading"
/>
</div> </div>
</div> </div>
</template> </template>
</Dialog> </Dialog>
<QuickEntryModal v-if="showQuickEntryModal" v-model="showQuickEntryModal" doctype="CRM Call Log" />
</template> </template>
<script setup> <script setup>
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import FieldLayout from '@/components/FieldLayout/FieldLayout.vue' import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import EditIcon from '@/components/Icons/EditIcon.vue' import EditIcon from '@/components/Icons/EditIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { getRandom } from '@/utils' import { getRandom } from '@/utils'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { FeatherIcon, createResource, ErrorMessage } from 'frappe-ui' import { useDocument } from '@/data/document'
import { ref, nextTick, watch, computed } from 'vue' import { FeatherIcon, createResource, ErrorMessage, Badge } from 'frappe-ui'
import { ref, nextTick, computed, onMounted } from 'vue'
const props = defineProps({ const props = defineProps({
data: {
type: Object,
default: () => ({}),
},
options: { options: {
type: Object, type: Object,
default: { default: {
afterInsert: () => { }, afterInsert: () => {},
}, },
}, },
}) })
@ -56,26 +80,15 @@ const props = defineProps({
const { isManager } = usersStore() const { isManager } = usersStore()
const show = defineModel() const show = defineModel()
const callLog = defineModel('callLog')
const loading = ref(false) const loading = ref(false)
const error = ref(null) const error = ref(null)
const title = ref(null)
const editMode = ref(false) const editMode = ref(false)
let _callLog = ref({ const { document: callLog } = useDocument(
name: '', 'CRM Call Log',
type: '', props.data?.name || '',
from: '', )
to: '',
medium: '',
duration: '',
caller: '',
receiver: '',
status: '',
recording_url: '',
telephony_medium: 'Manual',
})
const dialogOptions = computed(() => { const dialogOptions = computed(() => {
let title = !editMode.value ? __('New Call Log') : __('Edit Call Log') let title = !editMode.value ? __('New Call Log') : __('Edit Call Log')
@ -99,41 +112,28 @@ const tabs = createResource({
auto: true, auto: true,
}) })
let doc = ref({}) const callBacks = {
onSuccess: (doc) => {
function updateCallLog() {
error.value = null
const old = { ...doc.value }
const newCallLog = { ..._callLog.value }
const dirty = JSON.stringify(old) !== JSON.stringify(newCallLog)
if (!dirty) {
show.value = false
return
}
loading.value = true
updateCallLogValues.submit({
doctype: 'CRM Call Log',
name: _callLog.value.name,
fieldname: newCallLog,
})
}
const updateCallLogValues = createResource({
url: 'frappe.client.set_value',
onSuccess(doc) {
loading.value = false loading.value = false
if (doc.name) { handleCallLogUpdate(doc)
handleCallLogUpdate(doc)
}
}, },
onError(err) { onError: (err) => {
loading.value = false loading.value = false
if (err.exc_type == 'MandatoryError') {
const errorMessage = err.messages
.map((msg) => msg.split(': ')[2].trim())
.join(', ')
error.value = __('These fields are required: {0}', [errorMessage])
return
}
error.value = err error.value = err
}, },
}) }
async function updateCallLog() {
loading.value = true
await callLog.save.submit(null, callBacks)
}
const createCallLog = createResource({ const createCallLog = createResource({
url: 'frappe.client.insert', url: 'frappe.client.insert',
@ -143,7 +143,7 @@ const createCallLog = createResource({
doctype: 'CRM Call Log', doctype: 'CRM Call Log',
id: getRandom(6), id: getRandom(6),
telephony_medium: 'Manual', telephony_medium: 'Manual',
..._callLog.value, ...callLog.doc,
}, },
} }
}, },
@ -155,15 +155,7 @@ const createCallLog = createResource({
} }
}, },
onError(err) { onError(err) {
loading.value = false callBacks.onError(err)
if (err.exc_type == 'MandatoryError') {
const errorMessage = err.messages
.map(msg => msg.split('Log:')[1].trim())
.join(', ')
error.value = `These fields are required: ${errorMessage}`
return
}
error.value = err
}, },
}) })
@ -172,29 +164,17 @@ function handleCallLogUpdate(doc) {
props.options.afterInsert && props.options.afterInsert(doc) props.options.afterInsert && props.options.afterInsert(doc)
} }
watch( onMounted(() => {
() => show.value, editMode.value = props.data?.name ? true : false
(value) => {
if (!value) return
editMode.value = false
nextTick(() => {
// TODO: Issue with FormControl
// title.value.el.focus()
doc.value = callLog.value?.data || {}
_callLog.value = { ...doc.value }
if (_callLog.value.name) {
editMode.value = true
}
})
},
)
const showQuickEntryModal = ref(false) if (!props.data?.name) {
callLog.doc = { ...props.data }
}
})
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
nextTick(() => { quickEntryProps.value = { doctype: 'CRM Call Log' }
show.value = false nextTick(() => (show.value = false))
})
} }
</script> </script>

View File

@ -15,17 +15,21 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
<FieldLayout <FieldLayout
v-if="tabs.data?.length" v-if="tabs.data?.length"
:tabs="tabs.data" :tabs="tabs.data"
:data="_contact" :data="_contact.doc"
doctype="Contact" doctype="Contact"
/> />
</div> </div>
@ -49,9 +53,16 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import EditIcon from '@/components/Icons/EditIcon.vue' import EditIcon from '@/components/Icons/EditIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import {
showQuickEntryModal,
quickEntryProps,
showAddressModal,
addressProps,
} from '@/composables/modals'
import { useDocument } from '@/data/document'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { call, createResource } from 'frappe-ui' import { call, createResource } from 'frappe-ui'
import { ref, nextTick, watch } from 'vue' import { ref, nextTick, onMounted } from 'vue'
import { useRouter } from 'vue-router' import { useRouter } from 'vue-router'
const props = defineProps({ const props = defineProps({
@ -68,8 +79,6 @@ const props = defineProps({
}, },
}) })
const emit = defineEmits(['openAddressModal'])
const { isManager } = usersStore() const { isManager } = usersStore()
const router = useRouter() const router = useRouter()
@ -77,23 +86,23 @@ const show = defineModel()
const loading = ref(false) const loading = ref(false)
let _contact = ref({}) const { document: _contact } = useDocument('Contact')
async function createContact() { async function createContact() {
if (_contact.value.email_id) { if (_contact.doc.email_id) {
_contact.value.email_ids = [{ email_id: _contact.value.email_id }] _contact.doc.email_ids = [{ email_id: _contact.doc.email_id }]
delete _contact.value.email_id delete _contact.doc.email_id
} }
if (_contact.value.mobile_no) { if (_contact.doc.mobile_no) {
_contact.value.phone_nos = [{ phone: _contact.value.mobile_no }] _contact.doc.phone_nos = [{ phone: _contact.doc.mobile_no }]
delete _contact.value.mobile_no delete _contact.doc.mobile_no
} }
const doc = await call('frappe.client.insert', { const doc = await call('frappe.client.insert', {
doc: { doc: {
doctype: 'Contact', doctype: 'Contact',
..._contact.value, ..._contact.doc,
}, },
}) })
if (doc.name) { if (doc.name) {
@ -130,17 +139,13 @@ const tabs = createResource({
field.read_only = false field.read_only = false
} else if (field.fieldname == 'address') { } else if (field.fieldname == 'address') {
field.create = (value, close) => { field.create = (value, close) => {
_contact.value.address = value _contact.doc.address = value
emit('openAddressModal') openAddressModal()
show.value = false
close() close()
} }
field.edit = (address) => { field.edit = (address) => openAddressModal(address)
emit('openAddressModal', address)
show.value = false
}
} else if (field.fieldtype === 'Table') { } else if (field.fieldtype === 'Table') {
_contact.value[field.fieldname] = [] _contact.doc[field.fieldname] = []
} }
}) })
}) })
@ -149,20 +154,23 @@ const tabs = createResource({
}, },
}) })
watch( onMounted(() => {
() => show.value, _contact.doc = {}
(value) => { Object.assign(_contact.doc, props.contact.data || props.contact)
if (!value) return })
nextTick(() => {
_contact.value = { ...props.contact.data }
})
},
)
const showQuickEntryModal = defineModel('showQuickEntryModal')
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
quickEntryProps.value = { doctype: 'Contact' }
nextTick(() => (show.value = false))
}
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
nextTick(() => (show.value = false)) nextTick(() => (show.value = false))
} }
</script> </script>

View File

@ -15,10 +15,14 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -48,6 +52,7 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import EditIcon from '@/components/Icons/EditIcon.vue' import EditIcon from '@/components/Icons/EditIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { FeatherIcon, createResource, ErrorMessage, call } from 'frappe-ui' import { FeatherIcon, createResource, ErrorMessage, call } from 'frappe-ui'
import { ref, nextTick, watch, computed } from 'vue' import { ref, nextTick, watch, computed } from 'vue'
@ -62,7 +67,7 @@ const props = defineProps({
}, },
}) })
const emit = defineEmits(['showQuickEntryModal', 'callback']) const emit = defineEmits(['callback'])
const { isManager } = usersStore() const { isManager } = usersStore()
@ -139,9 +144,8 @@ watch(
) )
function openQuickEntryModal() { function openQuickEntryModal() {
emit('showQuickEntryModal', props.doctype) showQuickEntryModal.value = true
nextTick(() => { quickEntryProps.value = { doctype: props.doctype }
show.value = false nextTick(() => (show.value = false))
})
} }
</script> </script>

View File

@ -15,10 +15,14 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -50,7 +54,7 @@
ref="fieldLayoutRef" ref="fieldLayoutRef"
v-if="tabs.data?.length" v-if="tabs.data?.length"
:tabs="tabs.data" :tabs="tabs.data"
:data="deal" :data="deal.doc"
doctype="CRM Deal" doctype="CRM Deal"
/> />
<ErrorMessage class="mt-4" v-if="error" :message="__(error)" /> <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
@ -76,9 +80,11 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { useDocument } from '@/data/document'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { Switch, createResource } from 'frappe-ui' import { Switch, createResource } from 'frappe-ui'
import { computed, ref, reactive, onMounted, nextTick, watch } from 'vue' import { computed, ref, onMounted, nextTick, watch } from 'vue'
import { useRouter } from 'vue-router' import { useRouter } from 'vue-router'
const props = defineProps({ const props = defineProps({
@ -92,24 +98,7 @@ const show = defineModel()
const router = useRouter() const router = useRouter()
const error = ref(null) const error = ref(null)
const deal = reactive({ const { document: deal, triggerOnChange } = useDocument('CRM Deal')
organization: '',
organization_name: '',
website: '',
no_of_employees: '',
territory: '',
annual_revenue: '',
industry: '',
contact: '',
salutation: '',
first_name: '',
last_name: '',
email: '',
mobile_no: '',
gender: '',
status: '',
deal_owner: '',
})
const hasOrganizationSections = ref(true) const hasOrganizationSections = ref(true)
const hasContactSections = ref(true) const hasContactSections = ref(true)
@ -165,11 +154,11 @@ const tabs = createResource({
if (field.fieldname == 'status') { if (field.fieldname == 'status') {
field.fieldtype = 'Select' field.fieldtype = 'Select'
field.options = dealStatuses.value field.options = dealStatuses.value
field.prefix = getDealStatus(deal.status).color field.prefix = getDealStatus(deal.doc.status).color
} }
if (field.fieldtype === 'Table') { if (field.fieldtype === 'Table') {
deal[field.fieldname] = [] deal.doc[field.fieldname] = []
} }
}) })
}) })
@ -179,47 +168,50 @@ const tabs = createResource({
}) })
const dealStatuses = computed(() => { const dealStatuses = computed(() => {
let statuses = statusOptions('deal') let statuses = statusOptions('deal', null, [], triggerOnChange)
if (!deal.status) { if (!deal.doc.status) {
deal.status = statuses[0].value deal.doc.status = statuses[0].value
} }
return statuses return statuses
}) })
function createDeal() { function createDeal() {
if (deal.website && !deal.website.startsWith('http')) { if (deal.doc.website && !deal.doc.website.startsWith('http')) {
deal.website = 'https://' + deal.website deal.doc.website = 'https://' + deal.doc.website
} }
if (chooseExistingContact.value) { if (chooseExistingContact.value) {
deal['first_name'] = null deal.doc['first_name'] = null
deal['last_name'] = null deal.doc['last_name'] = null
deal['email'] = null deal.doc['email'] = null
deal['mobile_no'] = null deal.doc['mobile_no'] = null
} else deal['contact'] = null } else deal.doc['contact'] = null
createResource({ createResource({
url: 'crm.fcrm.doctype.crm_deal.crm_deal.create_deal', url: 'crm.fcrm.doctype.crm_deal.crm_deal.create_deal',
params: { args: deal }, params: { args: deal.doc },
auto: true, auto: true,
validate() { validate() {
error.value = null error.value = null
if (deal.annual_revenue) { if (deal.doc.annual_revenue) {
if (typeof deal.annual_revenue === 'string') { if (typeof deal.doc.annual_revenue === 'string') {
deal.annual_revenue = deal.annual_revenue.replace(/,/g, '') deal.doc.annual_revenue = deal.doc.annual_revenue.replace(/,/g, '')
} else if (isNaN(deal.annual_revenue)) { } else if (isNaN(deal.doc.annual_revenue)) {
error.value = __('Annual Revenue should be a number') error.value = __('Annual Revenue should be a number')
return error.value return error.value
} }
} }
if (deal.mobile_no && isNaN(deal.mobile_no.replace(/[-+() ]/g, ''))) { if (
deal.doc.mobile_no &&
isNaN(deal.doc.mobile_no.replace(/[-+() ]/g, ''))
) {
error.value = __('Mobile No should be a number') error.value = __('Mobile No should be a number')
return error.value return error.value
} }
if (deal.email && !deal.email.includes('@')) { if (deal.doc.email && !deal.doc.email.includes('@')) {
error.value = __('Invalid Email') error.value = __('Invalid Email')
return error.value return error.value
} }
if (!deal.status) { if (!deal.doc.status) {
error.value = __('Status is required') error.value = __('Status is required')
return error.value return error.value
} }
@ -242,22 +234,21 @@ function createDeal() {
}) })
} }
const showQuickEntryModal = defineModel('quickEntry')
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
nextTick(() => { quickEntryProps.value = { doctype: 'CRM Deal' }
show.value = false nextTick(() => (show.value = false))
})
} }
onMounted(() => { onMounted(() => {
Object.assign(deal, props.defaults) deal.doc = { no_of_employees: '1-10' }
if (!deal.deal_owner) { Object.assign(deal.doc, props.defaults)
deal.deal_owner = getUser().name
if (!deal.doc.deal_owner) {
deal.doc.deal_owner = getUser().name
} }
if (!deal.status && dealStatuses.value[0].value) { if (!deal.doc.status && dealStatuses.value[0].value) {
deal.status = dealStatuses.value[0].value deal.doc.status = dealStatuses.value[0].value
} }
}) })
</script> </script>

View File

@ -4,19 +4,24 @@
v-model="showCreateDocumentModal" v-model="showCreateDocumentModal"
:doctype="createDocumentDoctype" :doctype="createDocumentDoctype"
:data="createDocumentData" :data="createDocumentData"
@showQuickEntryModal="(dt) => openQuickEntryModal(dt)"
@callback="(data) => createDocumentCallback(data)" @callback="(data) => createDocumentCallback(data)"
/> />
<QuickEntryModal <QuickEntryModal
v-if="showQuickEntryModal" v-if="showQuickEntryModal"
v-model="showQuickEntryModal" v-model="showQuickEntryModal"
:doctype="quickEntryDoctype" v-bind="quickEntryProps"
/>
<AddressModal
v-if="showAddressModal"
v-model="showAddressModal"
v-bind="addressProps"
/> />
<AboutModal v-model="showAboutModal" /> <AboutModal v-model="showAboutModal" />
</template> </template>
<script setup> <script setup>
import CreateDocumentModal from '@/components/Modals/CreateDocumentModal.vue' import CreateDocumentModal from '@/components/Modals/CreateDocumentModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue' import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import AddressModal from '@/components/Modals/AddressModal.vue'
import AboutModal from '@/components/Modals/AboutModal.vue' import AboutModal from '@/components/Modals/AboutModal.vue'
import { import {
showCreateDocumentModal, showCreateDocumentModal,
@ -24,14 +29,11 @@ import {
createDocumentData, createDocumentData,
createDocumentCallback, createDocumentCallback,
} from '@/composables/document' } from '@/composables/document'
import { showAboutModal } from '@/composables/settings' import {
import { ref } from 'vue' showQuickEntryModal,
quickEntryProps,
const showQuickEntryModal = ref(false) showAddressModal,
const quickEntryDoctype = ref('') addressProps,
showAboutModal
function openQuickEntryModal(dt) { } from '@/composables/modals'
showQuickEntryModal.value = true
quickEntryDoctype.value = dt
}
</script> </script>

View File

@ -15,15 +15,19 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
<div> <div>
<FieldLayout v-if="tabs.data" :tabs="tabs.data" :data="lead" /> <FieldLayout v-if="tabs.data" :tabs="tabs.data" :data="lead.doc" />
<ErrorMessage class="mt-4" v-if="error" :message="__(error)" /> <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
</div> </div>
</div> </div>
@ -48,10 +52,12 @@ import { usersStore } from '@/stores/users'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { sessionStore } from '@/stores/session' import { sessionStore } from '@/stores/session'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { createResource } from 'frappe-ui' import { createResource } from 'frappe-ui'
import { useOnboarding } from 'frappe-ui/frappe' import { useOnboarding } from 'frappe-ui/frappe'
import { computed, onMounted, ref, reactive, nextTick } from 'vue' import { useDocument } from '@/data/document'
import { computed, onMounted, ref, nextTick } from 'vue'
import { useRouter } from 'vue-router' import { useRouter } from 'vue-router'
const props = defineProps({ const props = defineProps({
@ -68,6 +74,16 @@ const router = useRouter()
const error = ref(null) const error = ref(null)
const isLeadCreating = ref(false) const isLeadCreating = ref(false)
const { document: lead, triggerOnChange } = useDocument('CRM Lead')
const leadStatuses = computed(() => {
let statuses = statusOptions('lead', null, [], triggerOnChange)
if (!lead.doc.status) {
lead.doc.status = statuses?.[0]?.value
}
return statuses
})
const tabs = createResource({ const tabs = createResource({
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout', url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
cache: ['QuickEntry', 'CRM Lead'], cache: ['QuickEntry', 'CRM Lead'],
@ -81,11 +97,11 @@ const tabs = createResource({
if (field.fieldname == 'status') { if (field.fieldname == 'status') {
field.fieldtype = 'Select' field.fieldtype = 'Select'
field.options = leadStatuses.value field.options = leadStatuses.value
field.prefix = getLeadStatus(lead.status).color field.prefix = getLeadStatus(lead.doc.status).color
} }
if (field.fieldtype === 'Table') { if (field.fieldtype === 'Table') {
lead[field.fieldname] = [] lead.doc[field.fieldname] = []
} }
}) })
}) })
@ -94,23 +110,6 @@ const tabs = createResource({
}, },
}) })
const lead = reactive({
salutation: '',
first_name: '',
last_name: '',
email: '',
mobile_no: '',
gender: '',
organization: '',
website: '',
no_of_employees: '',
territory: '',
annual_revenue: '',
industry: '',
status: '',
lead_owner: '',
})
const createLead = createResource({ const createLead = createResource({
url: 'frappe.client.insert', url: 'frappe.client.insert',
makeParams(values) { makeParams(values) {
@ -123,43 +122,38 @@ const createLead = createResource({
}, },
}) })
const leadStatuses = computed(() => {
let statuses = statusOptions('lead')
if (!lead.status) {
lead.status = statuses?.[0]?.value
}
return statuses
})
function createNewLead() { function createNewLead() {
if (lead.website && !lead.website.startsWith('http')) { if (lead.doc.website && !lead.doc.website.startsWith('http')) {
lead.website = 'https://' + lead.website lead.doc.website = 'https://' + lead.doc.website
} }
createLead.submit(lead, { createLead.submit(lead.doc, {
validate() { validate() {
error.value = null error.value = null
if (!lead.first_name) { if (!lead.doc.first_name) {
error.value = __('First Name is mandatory') error.value = __('First Name is mandatory')
return error.value return error.value
} }
if (lead.annual_revenue) { if (lead.doc.annual_revenue) {
if (typeof lead.annual_revenue === 'string') { if (typeof lead.doc.annual_revenue === 'string') {
lead.annual_revenue = lead.annual_revenue.replace(/,/g, '') lead.doc.annual_revenue = lead.doc.annual_revenue.replace(/,/g, '')
} else if (isNaN(lead.annual_revenue)) { } else if (isNaN(lead.doc.annual_revenue)) {
error.value = __('Annual Revenue should be a number') error.value = __('Annual Revenue should be a number')
return error.value return error.value
} }
} }
if (lead.mobile_no && isNaN(lead.mobile_no.replace(/[-+() ]/g, ''))) { if (
lead.doc.mobile_no &&
isNaN(lead.doc.mobile_no.replace(/[-+() ]/g, ''))
) {
error.value = __('Mobile No should be a number') error.value = __('Mobile No should be a number')
return error.value return error.value
} }
if (lead.email && !lead.email.includes('@')) { if (lead.doc.email && !lead.doc.email.includes('@')) {
error.value = __('Invalid Email') error.value = __('Invalid Email')
return error.value return error.value
} }
if (!lead.status) { if (!lead.doc.status) {
error.value = __('Status is required') error.value = __('Status is required')
return error.value return error.value
} }
@ -185,22 +179,21 @@ function createNewLead() {
}) })
} }
const showQuickEntryModal = defineModel('quickEntry')
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
nextTick(() => { quickEntryProps.value = { doctype: 'CRM Lead' }
show.value = false nextTick(() => (show.value = false))
})
} }
onMounted(() => { onMounted(() => {
Object.assign(lead, props.defaults) lead.doc = { no_of_employees: '1-10' }
if (!lead.lead_owner) { Object.assign(lead.doc, props.defaults)
lead.lead_owner = getUser().name
if (!lead.doc?.lead_owner) {
lead.doc.lead_owner = getUser().name
} }
if (!lead.status && leadStatuses.value[0]?.value) { if (!lead.doc?.status && leadStatuses.value[0]?.value) {
lead.status = leadStatuses.value[0].value lead.doc.status = leadStatuses.value[0].value
} }
}) })
</script> </script>

View File

@ -9,20 +9,40 @@
</h3> </h3>
</div> </div>
<div class="flex items-center gap-1"> <div class="flex items-center gap-1">
<Button v-if="isManager() && !isMobileView" variant="ghost" class="w-7" @click="openQuickEntryModal"> <Button
<EditIcon class="w-4 h-4" /> v-if="isManager() && !isMobileView"
variant="ghost"
class="w-7"
@click="openQuickEntryModal"
>
<template #icon>
<EditIcon />
</template>
</Button> </Button>
<Button variant="ghost" class="w-7" @click="show = false"> <Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="w-4 h-4" /> <template #icon>
<FeatherIcon name="x" class="size-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
<FieldLayout v-if="tabs.data?.length" :tabs="tabs.data" :data="_organization" doctype="CRM Organization" /> <FieldLayout
v-if="tabs.data?.length"
:tabs="tabs.data"
:data="organization.doc"
doctype="CRM Organization"
/>
<ErrorMessage class="mt-8" v-if="error" :message="__(error)" /> <ErrorMessage class="mt-8" v-if="error" :message="__(error)" />
</div> </div>
<div class="px-4 pt-4 pb-7 sm:px-6"> <div class="px-4 pt-4 pb-7 sm:px-6">
<div class="space-y-2"> <div class="space-y-2">
<Button class="w-full" variant="solid" :label="__('Create')" :loading="loading" @click="createOrganization" /> <Button
class="w-full"
variant="solid"
:label="__('Create')"
:loading="loading"
@click="createOrganization"
/>
</div> </div>
</div> </div>
</template> </template>
@ -34,56 +54,59 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import EditIcon from '@/components/Icons/EditIcon.vue' import EditIcon from '@/components/Icons/EditIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { isMobileView } from '@/composables/settings' import { isMobileView } from '@/composables/settings'
import {
showQuickEntryModal,
quickEntryProps,
showAddressModal,
addressProps,
} from '@/composables/modals'
import { useDocument } from '@/data/document'
import { capture } from '@/telemetry' import { capture } from '@/telemetry'
import { call, FeatherIcon, createResource } from 'frappe-ui' import { call, FeatherIcon, createResource } from 'frappe-ui'
import { ref, nextTick, watch } from 'vue' import { ref, nextTick, onMounted } from 'vue'
import { useRouter } from 'vue-router' import { useRouter } from 'vue-router'
const props = defineProps({ const props = defineProps({
data: {
type: Object,
default: () => ({}),
},
options: { options: {
type: Object, type: Object,
default: { default: {
redirect: true, redirect: true,
afterInsert: () => { }, afterInsert: () => {},
}, },
}, },
}) })
const emit = defineEmits(['openAddressModal'])
const { isManager } = usersStore() const { isManager } = usersStore()
const router = useRouter() const router = useRouter()
const show = defineModel() const show = defineModel()
const organization = defineModel('organization')
const loading = ref(false) const loading = ref(false)
const title = ref(null)
let _organization = ref({
organization_name: '',
website: '',
annual_revenue: '',
no_of_employees: '1-10',
industry: '',
})
let doc = ref({})
const error = ref(null) const error = ref(null)
const { document: organization } = useDocument('CRM Organization')
async function createOrganization() { async function createOrganization() {
const doc = await call('frappe.client.insert', { const doc = await call(
doc: { 'frappe.client.insert',
doctype: 'CRM Organization', {
..._organization.value, doc: {
doctype: 'CRM Organization',
...organization.doc,
},
}, },
}, { {
onError: (err) => { onError: (err) => {
if (err.error.exc_type == 'ValidationError') { if (err.error.exc_type == 'ValidationError') {
error.value = err.error?.messages?.[0] error.value = err.error?.messages?.[0]
} }
} },
}) },
)
loading.value = false loading.value = false
if (doc.name) { if (doc.name) {
capture('organization_created') capture('organization_created')
@ -97,8 +120,6 @@ function handleOrganizationUpdate(doc) {
name: 'Organization', name: 'Organization',
params: { organizationId: doc.name }, params: { organizationId: doc.name },
}) })
} else {
organization.value?.reload?.()
} }
show.value = false show.value = false
props.options.afterInsert && props.options.afterInsert(doc) props.options.afterInsert && props.options.afterInsert(doc)
@ -116,17 +137,13 @@ const tabs = createResource({
column.fields.forEach((field) => { column.fields.forEach((field) => {
if (field.fieldname == 'address') { if (field.fieldname == 'address') {
field.create = (value, close) => { field.create = (value, close) => {
_organization.value.address = value organization.doc.address = value
emit('openAddressModal') openAddressModal()
show.value = false
close() close()
} }
field.edit = (address) => { field.edit = (address) => openAddressModal(address)
emit('openAddressModal', address)
show.value = false
}
} else if (field.fieldtype === 'Table') { } else if (field.fieldtype === 'Table') {
_organization.value[field.fieldname] = [] organization.doc[field.fieldname] = []
} }
}) })
}) })
@ -135,23 +152,23 @@ const tabs = createResource({
}, },
}) })
watch( onMounted(() => {
() => show.value, organization.doc = { no_of_employees: '1-10' }
(value) => { Object.assign(organization.doc, props.data)
if (!value) return })
nextTick(() => {
// TODO: Issue with FormControl
// title.value.el.focus()
doc.value = organization.value?.doc || organization.value || {}
_organization.value = { ...doc.value }
})
},
)
const showQuickEntryModal = defineModel('showQuickEntryModal')
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
quickEntryProps.value = { doctype: 'CRM Organization' }
nextTick(() => (show.value = false))
}
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
nextTick(() => (show.value = false)) nextTick(() => (show.value = false))
} }
</script> </script>

View File

@ -1,7 +1,7 @@
<template> <template>
<FileUploader <FileUploader
@success="(file) => setUserImage(file.file_url)" @success="(file) => setUserImage(file.file_url)"
:validateFile="validateFile" :validateFile="validateIsImageFile"
> >
<template v-slot="{ file, progress, error, uploading, openFileSelector }"> <template v-slot="{ file, progress, error, uploading, openFileSelector }">
<div class="flex flex-col items-center"> <div class="flex flex-col items-center">
@ -48,17 +48,11 @@
</template> </template>
<script setup> <script setup>
import { FileUploader } from 'frappe-ui' import { FileUploader } from 'frappe-ui'
import { validateIsImageFile } from '@/utils';
const profile = defineModel() const profile = defineModel()
function setUserImage(url) { function setUserImage(url) {
profile.value.user_image = url profile.value.user_image = url
} }
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg'].includes(extn)) {
return 'Only PNG and JPG images are allowed'
}
}
</script> </script>

View File

@ -110,7 +110,7 @@ const tabs = computed(() => {
], ],
}, },
{ {
label: __('Integrations'), label: __('Integrations', null, 'FCRM'),
items: [ items: [
{ {
label: __('Telephony'), label: __('Telephony'),

View File

@ -25,7 +25,9 @@
class="w-7 mr-2" class="w-7 mr-2"
@click="showSidePanelModal = true" @click="showSidePanelModal = true"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon />
</template>
</Button> </Button>
</slot> </slot>
</template> </template>
@ -44,18 +46,21 @@
> >
<Tooltip :text="__(field.label)" :hoverDelay="1"> <Tooltip :text="__(field.label)" :hoverDelay="1">
<div <div
class="w-[35%] min-w-20 shrink-0 truncate text-sm text-ink-gray-5" class="w-[35%] min-w-20 shrink-0 flex items-center gap-0.5"
> >
{{ __(field.label) }} <div class="truncate text-sm text-ink-gray-5">
<span {{ __(field.label) }}
</div>
<div
v-if=" v-if="
field.reqd || field.reqd ||
(field.mandatory_depends_on && (field.mandatory_depends_on &&
field.mandatory_via_depends_on) field.mandatory_via_depends_on)
" "
class="text-ink-red-2" class="text-ink-red-2"
>*</span
> >
*
</div>
</div> </div>
</Tooltip> </Tooltip>
<div class="flex items-center justify-between w-[65%]"> <div class="flex items-center justify-between w-[65%]">
@ -245,6 +250,7 @@
" "
:placeholder="field.placeholder" :placeholder="field.placeholder"
placement="left-start" placement="left-start"
:hideIcon="true"
@change="(v) => fieldChange(v, field)" @change="(v) => fieldChange(v, field)"
/> />
</div> </div>
@ -258,6 +264,7 @@
:formatter="(date) => getFormat(date, '', true)" :formatter="(date) => getFormat(date, '', true)"
:placeholder="field.placeholder" :placeholder="field.placeholder"
placement="left-start" placement="left-start"
:hideIcon="true"
@change="(v) => fieldChange(v, field)" @change="(v) => fieldChange(v, field)"
/> />
</div> </div>
@ -417,13 +424,13 @@ const props = defineProps({
}, },
}) })
const emit = defineEmits(['afterFieldChange', 'reload'])
const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } = const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
getMeta(props.doctype) getMeta(props.doctype)
const { isManager, getUser } = usersStore() const { isManager, getUser } = usersStore()
const emit = defineEmits(['reload'])
const showSidePanelModal = ref(false) const showSidePanelModal = ref(false)
let document = { doc: {} } let document = { doc: {} }
@ -489,11 +496,15 @@ function parsedField(field) {
async function fieldChange(value, df) { async function fieldChange(value, df) {
if (props.preview) return if (props.preview) return
document.doc[df.fieldname] = value await triggerOnChange(df.fieldname, value)
await triggerOnChange(df.fieldname) document.save.submit(null, {
onSuccess: () => {
document.save.submit() emit('afterFieldChange', {
[df.fieldname]: value,
})
},
})
} }
function parsedSection(section, editButtonAdded) { function parsedSection(section, editButtonAdded) {

View File

@ -41,7 +41,9 @@
variant="ghost" variant="ghost"
@click="section.editingLabel = true" @click="section.editingLabel = true"
> >
<EditIcon class="h-3.5" /> <template #icon>
<EditIcon class="h-3.5" />
</template>
</Button> </Button>
<Button <Button
v-if="section.editable !== false" v-if="section.editable !== false"

View File

@ -55,11 +55,8 @@ import Apps from '@/components/Apps.vue'
import { sessionStore } from '@/stores/session' import { sessionStore } from '@/stores/session'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { import { showSettings, isMobileView } from '@/composables/settings'
showSettings, import { showAboutModal } from '@/composables/modals'
isMobileView,
showAboutModal,
} from '@/composables/settings'
import { confirmLoginToFrappeCloud } from '@/composables/frappecloud' import { confirmLoginToFrappeCloud } from '@/composables/frappecloud'
import { Dropdown } from 'frappe-ui' import { Dropdown } from 'frappe-ui'
import { theme, toggleTheme } from '@/stores/theme' import { theme, toggleTheme } from '@/stores/theme'

View File

@ -566,7 +566,7 @@ async function exportRows() {
page_length = list.value.data.total_count page_length = list.value.data.total_count
} }
let url = `/api/method/frappe.desk.reportview.export_query?file_format_type=${export_type.value}&title=${props.doctype}&doctype=${props.doctype}&fields=${fields}&filters=${filters}&order_by=${order_by}&page_length=${page_length}&start=0&view=Report&with_comment_count=1` let url = `/api/method/frappe.desk.reportview.export_query?file_format_type=${export_type.value}&title=${props.doctype}&doctype=${props.doctype}&fields=${fields}&filters=${encodeURIComponent(filters)}&order_by=${order_by}&page_length=${page_length}&start=0&view=Report&with_comment_count=1`
// Add selected items parameter if rows are selected // Add selected items parameter if rows are selected
if (selectedRows.value?.length && !export_all.value) { if (selectedRows.value?.length && !export_all.value) {
@ -752,6 +752,7 @@ const quickFilterOptions = computed(() => {
let fields = getFields() let fields = getFields()
if (!fields) return [] if (!fields) return []
let existingQuickFilters = newQuickFilters.value.map((f) => f.fieldname)
let restrictedFieldtypes = [ let restrictedFieldtypes = [
'Tab Break', 'Tab Break',
'Section Break', 'Section Break',
@ -766,6 +767,7 @@ const quickFilterOptions = computed(() => {
] ]
let options = fields let options = fields
.filter((f) => f.label && !restrictedFieldtypes.includes(f.fieldtype)) .filter((f) => f.label && !restrictedFieldtypes.includes(f.fieldtype))
.filter((f) => !existingQuickFilters.includes(f.fieldname))
.map((field) => ({ .map((field) => ({
label: field.label, label: field.label,
value: field.fieldname, value: field.fieldname,

View File

@ -0,0 +1,9 @@
import { ref } from 'vue';
export const showQuickEntryModal = ref(false);
export const quickEntryProps = ref({});
export const showAddressModal = ref(false);
export const addressProps = ref({});
export const showAboutModal = ref(false);

View File

@ -42,5 +42,3 @@ export const isMobileView = computed(() => window.innerWidth < 768)
export const showSettings = ref(false) export const showSettings = ref(false)
export const activeSettingsPage = ref('') export const activeSettingsPage = ref('')
export const showAboutModal = ref(false)

View File

@ -1,6 +1,7 @@
import { getScript } from '@/data/script' import { getScript } from '@/data/script'
import { runSequentially } from '@/utils' import { runSequentially, parseAssignees } from '@/utils'
import { createDocumentResource, toast } from 'frappe-ui' import { createDocumentResource, createResource, toast } from 'frappe-ui'
import { reactive } from 'vue'
const documentsCache = {} const documentsCache = {}
const controllersCache = {} const controllersCache = {}
@ -10,63 +11,139 @@ export function useDocument(doctype, docname) {
documentsCache[doctype] = documentsCache[doctype] || {} documentsCache[doctype] = documentsCache[doctype] || {}
if (!documentsCache[doctype][docname]) { if (!documentsCache[doctype][docname || '']) {
documentsCache[doctype][docname] = createDocumentResource({ if (docname) {
doctype: doctype, documentsCache[doctype][docname] = createDocumentResource({
name: docname, doctype: doctype,
onSuccess: () => setupFormScript(), name: docname,
setValue: { onSuccess: async () => await setupFormScript(),
onSuccess: () => { setValue: {
toast.success(__('Document updated successfully')) onSuccess: () => {
triggerOnSave()
toast.success(__('Document updated successfully'))
},
onError: (err) => {
let errorMessage = __('Error updating document')
if (err.exc_type == 'MandatoryError') {
const fieldName = err.messages
.map((msg) => msg.split(': ')[2].trim())
.join(', ')
errorMessage = __('Mandatory field error: {0}', [fieldName])
}
toast.error(errorMessage)
console.error(err)
},
}, },
onError: (err) => { })
toast.error(__('Error updating document')) } else {
console.error(err) documentsCache[doctype][''] = reactive({
}, doc: {},
}, })
}) setupFormScript()
}
} }
function setupFormScript() { const assignees = createResource({
if (controllersCache[doctype]?.[docname]) return url: 'crm.api.doc.get_assigned_users',
cache: `assignees:${doctype}:${docname}`,
auto: docname ? true : false,
params: {
doctype: doctype,
name: docname,
},
transform: (data) => parseAssignees(data),
})
async function setupFormScript() {
if (
controllersCache[doctype] &&
typeof controllersCache[doctype][docname || ''] === 'object'
) {
return
}
if (!controllersCache[doctype]) { if (!controllersCache[doctype]) {
controllersCache[doctype] = {} controllersCache[doctype] = {}
} }
controllersCache[doctype][docname] = setupScript( controllersCache[doctype][docname || ''] = {}
documentsCache[doctype][docname],
const controllersArray = await setupScript(
documentsCache[doctype][docname || ''],
) )
if (!controllersArray || controllersArray.length === 0) return
const organizedControllers = {}
for (const controller of controllersArray) {
const controllerKey = controller.constructor.name // e.g., "CRMLead", "CRMProducts"
if (!organizedControllers[controllerKey]) {
organizedControllers[controllerKey] = []
}
organizedControllers[controllerKey].push(controller)
}
controllersCache[doctype][docname || ''] = organizedControllers
triggerOnLoad()
} }
function getControllers(row = null) { function getControllers(row = null) {
const _doctype = row?.doctype || doctype const _doctype = row?.doctype || doctype
return (controllersCache[doctype]?.[docname] || []).filter( const controllerKey = _doctype.replace(/\s+/g, '')
(c) => c.constructor.name === _doctype.replace(/\s+/g, ''),
) const docControllers = controllersCache[doctype]?.[docname || '']
if (
typeof docControllers === 'object' &&
docControllers !== null &&
!Array.isArray(docControllers)
) {
return docControllers[controllerKey] || []
}
return []
} }
async function triggerOnRefresh() { async function triggerOnLoad() {
const handler = async function () { const handler = async function () {
await this.refresh() await (this.onLoad?.() || this.on_load?.() || this.onload?.())
} }
await trigger(handler) await trigger(handler)
} }
async function triggerOnChange(fieldname, row) { async function triggerOnSave() {
const handler = async function () { const handler = async function () {
await (this.onSave?.() || this.on_save?.())
}
await trigger(handler)
}
async function triggerOnRefresh() {
const handler = async function () {
await this.refresh?.()
}
await trigger(handler)
}
async function triggerOnChange(fieldname, value, row) {
const oldValue = documentsCache[doctype][docname || ''].doc[fieldname]
documentsCache[doctype][docname || ''].doc[fieldname] = value
const handler = async function () {
this.value = value
this.oldValue = oldValue
if (row) { if (row) {
this.currentRowIdx = row.idx this.currentRowIdx = row.idx
this.value = row[fieldname]
this.oldValue = getOldValue(fieldname, row)
} else {
this.value = documentsCache[doctype][docname].doc[fieldname]
this.oldValue = getOldValue(fieldname)
} }
await this[fieldname]?.() await this[fieldname]?.()
} }
await trigger(handler, row) try {
await trigger(handler, row)
} catch (error) {
documentsCache[doctype][docname || ''].doc[fieldname] = oldValue
console.error(handler)
throw error
}
} }
async function triggerOnRowAdd(row) { async function triggerOnRowAdd(row) {
@ -97,6 +174,23 @@ export function useDocument(doctype, docname) {
await trigger(handler, rows[0]) await trigger(handler, rows[0])
} }
async function triggerOnCreateLead() {
const args = Array.from(arguments)
const handler = async function () {
await (this.onCreateLead?.(...args) || this.on_create_lead?.(...args))
}
await trigger(handler)
}
async function triggerConvertToDeal() {
const args = Array.from(arguments)
const handler = async function () {
await (this.convertToDeal?.(...args) ||
this.on_convert_to_deal?.(...args))
}
await trigger(handler)
}
async function trigger(taskFn, row = null) { async function trigger(taskFn, row = null) {
const controllers = getControllers(row) const controllers = getControllers(row)
if (!controllers.length) return if (!controllers.length) return
@ -109,9 +203,9 @@ export function useDocument(doctype, docname) {
} }
function getOldValue(fieldname, row) { function getOldValue(fieldname, row) {
if (!documentsCache[doctype][docname]) return '' if (!documentsCache[doctype][docname || '']) return ''
const document = documentsCache[doctype][docname] const document = documentsCache[doctype][docname || '']
const oldDoc = document.originalDoc const oldDoc = document.originalDoc
if (row?.name) { if (row?.name) {
@ -124,11 +218,17 @@ export function useDocument(doctype, docname) {
} }
return { return {
document: documentsCache[doctype][docname], document: documentsCache[doctype][docname || ''],
assignees,
getControllers,
triggerOnLoad,
triggerOnSave,
triggerOnRefresh,
triggerOnChange, triggerOnChange,
triggerOnRowAdd, triggerOnRowAdd,
triggerOnRowRemove, triggerOnRowRemove,
triggerOnRefresh,
setupFormScript, setupFormScript,
triggerOnCreateLead,
triggerConvertToDeal,
} }
} }

View File

@ -20,15 +20,23 @@ export function getScript(doctype, view = 'Form') {
doctypeScripts[doctype][script.name] = script || {} doctypeScripts[doctype][script.name] = script || {}
} }
}, },
onError: (err) => {
console.error(
`Error loading CRM Form Scripts for ${doctype} (view: ${view}):`,
err,
)
},
}) })
if (!doctypeScripts[doctype] && !scripts.loading) { if (!doctypeScripts[doctype] && !scripts.loading) {
scripts.fetch() scripts.fetch()
} }
function setupScript(document, helpers = {}) { async function setupScript(document, helpers = {}) {
let scripts = doctypeScripts[doctype] await scripts.list.promise
if (!scripts) return null
let scriptDefs = doctypeScripts[doctype]
if (!scriptDefs || Object.keys(scriptDefs).length === 0) return null
const { $dialog, $socket, makeCall } = globalStore() const { $dialog, $socket, makeCall } = globalStore()
@ -38,11 +46,16 @@ export function getScript(doctype, view = 'Form') {
helpers.router = router helpers.router = router
helpers.call = call helpers.call = call
helpers.throwError = (message) => {
toast.error(message || __('An error occurred'))
throw new Error(message || __('An error occurred'))
}
helpers.crm = { helpers.crm = {
makePhoneCall: makeCall, makePhoneCall: makeCall,
} }
return setupMultipleFormControllers(scripts, document, helpers) return setupMultipleFormControllers(scriptDefs, document, helpers)
} }
function setupMultipleFormControllers(scriptStrings, document, helpers) { function setupMultipleFormControllers(scriptStrings, document, helpers) {
@ -108,8 +121,13 @@ export function getScript(doctype, view = 'Form') {
parentInstance = null, parentInstance = null,
isChildDoctype = false, isChildDoctype = false,
) { ) {
document.actions = document.actions || []
document.statuses = document.statuses || []
let instance = new FormClass() let instance = new FormClass()
// Store the original document context to be used by properties like 'actions'
instance._originalDocumentContext = document
instance._isChildDoctype = isChildDoctype instance._isChildDoctype = isChildDoctype
for (const key in document) { for (const key in document) {
@ -126,10 +144,10 @@ export function getScript(doctype, view = 'Form') {
return meta[doctype] return meta[doctype]
} }
setupHelperMethods(FormClass, document) const getDoc = () => document.doc
if (isChildDoctype) { if (isChildDoctype) {
instance.doc = createDocProxy(document.doc, parentInstance, instance) instance.doc = createDocProxy(getDoc, parentInstance, instance)
if (!parentInstance._childInstances) { if (!parentInstance._childInstances) {
parentInstance._childInstances = [] parentInstance._childInstances = []
@ -137,22 +155,21 @@ export function getScript(doctype, view = 'Form') {
parentInstance._childInstances.push(instance) parentInstance._childInstances.push(instance)
} else { } else {
instance.doc = createDocProxy(document.doc, instance) instance.doc = createDocProxy(getDoc, instance)
} }
return instance return instance
} }
function setupHelperMethods(FormClass, document) { function setupHelperMethods(FormClass) {
if (typeof FormClass.prototype.getRow !== 'function') { if (typeof FormClass.prototype.getRow !== 'function') {
FormClass.prototype.getRow = function (parentField, idx) { FormClass.prototype.getRow = function (parentField, idx) {
let data = document.doc
idx = idx || this.currentRowIdx idx = idx || this.currentRowIdx
let dt = null let dt = null
if (this instanceof Array) { if (this instanceof Array) {
const { getFields } = getMeta(data.doctype) const { getFields } = getMeta(this.doc.doctype)
let fields = getFields() let fields = getFields()
let field = fields.find((f) => f.fieldname === parentField) let field = fields.find((f) => f.fieldname === parentField)
dt = field?.options?.replace(/\s+/g, '') dt = field?.options?.replace(/\s+/g, '')
@ -162,13 +179,13 @@ export function getScript(doctype, view = 'Form') {
} }
} }
if (!data[parentField]) { if (!this.doc[parentField]) {
console.warn( console.warn(
__('⚠️ No data found for parent field: {0}', [parentField]), __('⚠️ No data found for parent field: {0}', [parentField]),
) )
return null return null
} }
const row = data[parentField].find((r) => r.idx === idx) const row = this.doc[parentField].find((r) => r.idx === idx)
if (!row) { if (!row) {
console.warn( console.warn(
@ -180,7 +197,7 @@ export function getScript(doctype, view = 'Form') {
return null return null
} }
row.parent = row.parent || data.name row.parent = row.parent || this.doc.name
if (this instanceof Array && dt) { if (this instanceof Array && dt) {
return createDocProxy( return createDocProxy(
@ -192,6 +209,76 @@ export function getScript(doctype, view = 'Form') {
return createDocProxy(row, this) return createDocProxy(row, this)
} }
} }
if (!Object.prototype.hasOwnProperty.call(FormClass.prototype, 'actions')) {
Object.defineProperty(FormClass.prototype, 'actions', {
configurable: true,
enumerable: true,
get() {
if (!this._originalDocumentContext) {
console.warn(
'CRM Script: _originalDocumentContext not found on instance for actions getter.',
)
return []
}
return this._originalDocumentContext.actions
},
set(newValue) {
if (!this._originalDocumentContext) {
console.warn(
'CRM Script: _originalDocumentContext not found on instance for actions setter.',
)
return
}
if (!Array.isArray(newValue)) {
console.warn(
'CRM Script: "actions" property must be an array. Value was not set.',
newValue,
)
this._originalDocumentContext.actions = []
return
}
this._originalDocumentContext.actions = newValue
},
})
}
if (
!Object.prototype.hasOwnProperty.call(FormClass.prototype, 'statuses')
) {
Object.defineProperty(FormClass.prototype, 'statuses', {
configurable: true,
enumerable: true,
get() {
if (!this._originalDocumentContext) {
console.warn(
'CRM Script: _originalDocumentContext not found on instance for statuses getter.',
)
return []
}
return this._originalDocumentContext.statuses
},
set(newValue) {
if (!this._originalDocumentContext) {
console.warn(
'CRM Script: _originalDocumentContext not found on instance for statuses setter.',
)
return
}
if (!Array.isArray(newValue)) {
console.warn(
'CRM Script: "statuses" property must be an array. Value was not set.',
newValue,
)
this._originalDocumentContext.statuses = []
return
}
this._originalDocumentContext.statuses = newValue
},
})
}
} }
// utility function to setup a form controller // utility function to setup a form controller
@ -220,46 +307,76 @@ export function getScript(doctype, view = 'Form') {
const FormClass = new Function(...helperKeys, wrappedScript)( const FormClass = new Function(...helperKeys, wrappedScript)(
...helperValues, ...helperValues,
) )
setupHelperMethods(FormClass)
return FormClass return FormClass
} }
function createDocProxy(data, instance, childInstance = null) { function createDocProxy(source, instance, childInstance = null) {
return new Proxy(data, { const isFunction = typeof source === 'function'
get(target, prop) { const getCurrentData = () => (isFunction ? source() : source)
if (prop === 'trigger') {
if ('trigger' in data) { return new Proxy(
console.warn( {},
__( {
'⚠️ Avoid using "trigger" as a field name — it conflicts with the built-in trigger() method.', get(target, prop) {
), const currentDocData = getCurrentData()
if (!currentDocData) return undefined
if (prop === 'trigger') {
if (currentDocData && 'trigger' in currentDocData) {
console.warn(
__(
'⚠️ Avoid using "trigger" as a field name — it conflicts with the built-in trigger() method.',
),
)
}
return (methodName, ...args) => {
const method = instance[methodName]
if (typeof method === 'function') {
return method.apply(instance, args)
} else {
console.warn(
__('⚠️ Method "{0}" not found in class.', [methodName]),
)
}
}
}
if (prop === 'getRow') {
return instance.getRow.bind(
childInstance || instance._childInstances || instance,
) )
} }
return (methodName, ...args) => { return currentDocData[prop]
const method = instance[methodName] },
if (typeof method === 'function') { set(target, prop, value) {
return method.apply(instance, args) const currentDocData = getCurrentData()
} else { if (!currentDocData) return false
console.warn(
__('⚠️ Method "{0}" not found in class.', [methodName]),
)
}
}
}
if (prop === 'getRow') { currentDocData[prop] = value
return instance.getRow.bind( return true
childInstance || instance._childInstances || instance, },
) has(target, prop) {
} const currentDocData = getCurrentData()
if (!currentDocData) return false
return target[prop] return prop in currentDocData
},
ownKeys(target) {
const currentDocData = getCurrentData()
if (!currentDocData) return []
return Reflect.ownKeys(currentDocData)
},
getOwnPropertyDescriptor(target, prop) {
const currentDocData = getCurrentData()
if (!currentDocData) return undefined
return Reflect.getOwnPropertyDescriptor(currentDocData, prop)
},
}, },
set(target, prop, value) { )
target[prop] = value
return true
},
})
} }
return { return {

View File

@ -62,8 +62,9 @@
v-model:callLog="callLog" v-model:callLog="callLog"
/> />
<CallLogModal <CallLogModal
v-if="showCallLogModal"
v-model="showCallLogModal" v-model="showCallLogModal"
v-model:callLog="callLog" :data="callLog.data"
:options="{ afterInsert: () => callLogs.reload() }" :options="{ afterInsert: () => callLogs.reload() }"
/> />
</template> </template>

View File

@ -17,7 +17,7 @@
<div class="border-b"> <div class="border-b">
<FileUploader <FileUploader
@success="changeContactImage" @success="changeContactImage"
:validateFile="validateFile" :validateFile="validateIsImageFile"
> >
<template #default="{ openFileSelector, error }"> <template #default="{ openFileSelector, error }">
<div class="flex flex-col items-start justify-start gap-4 p-5"> <div class="flex flex-col items-start justify-start gap-4 p-5">
@ -172,7 +172,6 @@
:errorTitle="errorTitle" :errorTitle="errorTitle"
:errorMessage="errorMessage" :errorMessage="errorMessage"
/> />
<AddressModal v-model="showAddressModal" v-model:address="_address" />
</template> </template>
<script setup> <script setup>
@ -185,8 +184,8 @@ import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
import CameraIcon from '@/components/Icons/CameraIcon.vue' import CameraIcon from '@/components/Icons/CameraIcon.vue'
import DealsIcon from '@/components/Icons/DealsIcon.vue' import DealsIcon from '@/components/Icons/DealsIcon.vue'
import DealsListView from '@/components/ListViews/DealsListView.vue' import DealsListView from '@/components/ListViews/DealsListView.vue'
import AddressModal from '@/components/Modals/AddressModal.vue' import { formatDate, timeAgo, validateIsImageFile } from '@/utils'
import { formatDate, timeAgo } from '@/utils' import { showAddressModal, addressProps } from '@/composables/modals'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
@ -208,7 +207,6 @@ import {
} from 'frappe-ui' } from 'frappe-ui'
import { ref, computed, h } from 'vue' import { ref, computed, h } from 'vue'
import { useRoute, useRouter } from 'vue-router' import { useRoute, useRouter } from 'vue-router'
import { errorMessage as _errorMessage } from '../utils'
const { brand } = getSettings() const { brand } = getSettings()
const { $dialog, makeCall } = globalStore() const { $dialog, makeCall } = globalStore()
@ -228,9 +226,7 @@ const props = defineProps({
const route = useRoute() const route = useRoute()
const router = useRouter() const router = useRouter()
const showAddressModal = ref(false)
const _contact = ref({}) const _contact = ref({})
const _address = ref({})
const errorTitle = ref('') const errorTitle = ref('')
const errorMessage = ref('') const errorMessage = ref('')
@ -298,13 +294,6 @@ usePageMeta(() => {
} }
}) })
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return __('Only PNG and JPG images are allowed')
}
}
async function changeContactImage(file) { async function changeContactImage(file) {
await call('frappe.client.set_value', { await call('frappe.client.set_value', {
doctype: 'Contact', doctype: 'Contact',
@ -493,17 +482,10 @@ function getParsedSections(_sections) {
...field, ...field,
create: (value, close) => { create: (value, close) => {
_contact.value.address = value _contact.value.address = value
_address.value = {} openAddressModal()
showAddressModal.value = true
close() close()
}, },
edit: async (addr) => { edit: (address) => openAddressModal(address),
_address.value = await call('frappe.client.get', {
doctype: 'Address',
name: addr,
})
showAddressModal.value = true
},
} }
} else { } else {
return field return field
@ -562,18 +544,6 @@ async function deleteOption(doctype, name) {
toast.success(__('Contact updated')) toast.success(__('Contact updated'))
} }
async function updateField(fieldname, value) {
await call('frappe.client.set_value', {
doctype: 'Contact',
name: props.contactId,
fieldname,
value,
})
toast.success(__('Contact updated'))
contact.reload()
}
const { getFormattedCurrency } = getMeta('CRM Deal') const { getFormattedCurrency } = getMeta('CRM Deal')
const columns = computed(() => dealColumns) const columns = computed(() => dealColumns)
@ -641,4 +611,12 @@ const dealColumns = [
width: '8rem', width: '8rem',
}, },
] ]
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
}
</script> </script>

View File

@ -63,17 +63,10 @@
</div> </div>
</div> </div>
<ContactModal <ContactModal
v-if="showContactModal"
v-model="showContactModal" v-model="showContactModal"
v-model:showQuickEntryModal="showQuickEntryModal"
:contact="{}" :contact="{}"
@openAddressModal="(_address) => openAddressModal(_address)"
/> />
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="Contact"
/>
<AddressModal v-model="showAddressModal" v-model:address="address" />
</template> </template>
<script setup> <script setup>
@ -82,14 +75,11 @@ import CustomActions from '@/components/CustomActions.vue'
import ContactsIcon from '@/components/Icons/ContactsIcon.vue' import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue' import LayoutHeader from '@/components/LayoutHeader.vue'
import ContactModal from '@/components/Modals/ContactModal.vue' import ContactModal from '@/components/Modals/ContactModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import AddressModal from '@/components/Modals/AddressModal.vue'
import ContactsListView from '@/components/ListViews/ContactsListView.vue' import ContactsListView from '@/components/ListViews/ContactsListView.vue'
import ViewControls from '@/components/ViewControls.vue' import ViewControls from '@/components/ViewControls.vue'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { organizationsStore } from '@/stores/organizations.js' import { organizationsStore } from '@/stores/organizations.js'
import { formatDate, timeAgo } from '@/utils' import { formatDate, timeAgo } from '@/utils'
import { call } from 'frappe-ui'
import { ref, computed } from 'vue' import { ref, computed } from 'vue'
const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } = const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
@ -97,14 +87,11 @@ const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
const { getOrganization } = organizationsStore() const { getOrganization } = organizationsStore()
const showContactModal = ref(false) const showContactModal = ref(false)
const showQuickEntryModal = ref(false)
const showAddressModal = ref(false)
const contactsListView = ref(null) const contactsListView = ref(null)
// contacts data is loaded in the ViewControls component // contacts data is loaded in the ViewControls component
const contacts = ref({}) const contacts = ref({})
const address = ref({})
const loadMore = ref(1) const loadMore = ref(1)
const triggerResize = ref(1) const triggerResize = ref(1)
const updatedPageCount = ref(20) const updatedPageCount = ref(20)
@ -166,15 +153,4 @@ const rows = computed(() => {
return _rows return _rows
}) })
}) })
async function openAddressModal(_address) {
if (_address) {
_address = await call('frappe.client.get', {
doctype: 'Address',
name: _address,
})
}
showAddressModal.value = true
address.value = _address || {}
}
</script> </script>

View File

@ -12,18 +12,32 @@
v-if="deal.data._customActions?.length" v-if="deal.data._customActions?.length"
:actions="deal.data._customActions" :actions="deal.data._customActions"
/> />
<CustomActions
v-if="document.actions?.length"
:actions="document.actions"
/>
<AssignTo <AssignTo
v-model="deal.data._assignedTo" v-model="assignees.data"
:data="deal.data" :data="document.doc"
doctype="CRM Deal" doctype="CRM Deal"
/> />
<Dropdown <Dropdown
:options="statusOptions('deal', updateField, deal.data._customStatuses)" v-if="document.doc"
:options="
statusOptions(
'deal',
document,
deal.data._customStatuses,
triggerOnChange,
)
"
> >
<template #default="{ open }"> <template #default="{ open }">
<Button :label="deal.data.status"> <Button :label="document.doc.status">
<template #prefix> <template #prefix>
<IndicatorIcon :class="getDealStatus(deal.data.status).color" /> <IndicatorIcon
:class="getDealStatus(document.doc.status).color"
/>
</template> </template>
<template #suffix> <template #suffix>
<FeatherIcon <FeatherIcon
@ -46,6 +60,7 @@
v-model:reload="reload" v-model:reload="reload"
v-model:tabIndex="tabIndex" v-model:tabIndex="tabIndex"
v-model="deal" v-model="deal"
@afterSave="reloadAssignees"
/> />
</template> </template>
</Tabs> </Tabs>
@ -77,42 +92,50 @@
<Tooltip v-if="callEnabled" :text="__('Make a call')"> <Tooltip v-if="callEnabled" :text="__('Make a call')">
<div> <div>
<Button class="h-7 w-7" @click="triggerCall"> <Button class="h-7 w-7" @click="triggerCall">
<PhoneIcon class="h-4 w-4" /> <template #icon>
<PhoneIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Send an email')"> <Tooltip :text="__('Send an email')">
<div> <div>
<Button class="h-7 w-7"> <Button
<Email2Icon class="h-7 w-7"
class="h-4 w-4" @click="
@click=" deal.data.email
deal.data.email ? openEmailBox()
? openEmailBox() : toast.error(__('No email set'))
: toast.error(__('No email set')) "
" >
/> <template #icon>
<Email2Icon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Go to website')"> <Tooltip :text="__('Go to website')">
<div> <div>
<Button class="h-7 w-7"> <Button
<LinkIcon class="h-7 w-7"
class="h-4 w-4" @click="
@click=" deal.data.website
deal.data.website ? openWebsite(deal.data.website)
? openWebsite(deal.data.website) : toast.error(__('No website set'))
: toast.error(__('No website set')) "
" >
/> <template #icon>
<LinkIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Attach a file')"> <Tooltip :text="__('Attach a file')">
<div> <div>
<Button class="size-7" @click="showFilesUploader = true"> <Button class="size-7" @click="showFilesUploader = true">
<AttachmentIcon class="size-4" /> <template #icon>
<AttachmentIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
@ -134,6 +157,7 @@
doctype="CRM Deal" doctype="CRM Deal"
:docname="deal.data.name" :docname="deal.data.name"
@reload="sections.reload" @reload="sections.reload"
@afterFieldChange="reloadAssignees"
> >
<template #actions="{ section }"> <template #actions="{ section }">
<div v-if="section.name == 'contacts_section'" class="pr-2"> <div v-if="section.name == 'contacts_section'" class="pr-2">
@ -223,14 +247,18 @@
}) })
" "
> >
<ArrowUpRightIcon class="h-4 w-4" /> <template #icon>
<ArrowUpRightIcon class="h-4 w-4" />
</template>
</Button> </Button>
<Button variant="ghost" @click="toggle()"> <Button variant="ghost" @click="toggle()">
<FeatherIcon <template #icon>
name="chevron-right" <FeatherIcon
class="h-4 w-4 text-ink-gray-9 transition-all duration-300 ease-in-out" name="chevron-right"
:class="{ 'rotate-90': opened }" class="h-4 w-4 text-ink-gray-9 transition-all duration-300 ease-in-out"
/> :class="{ 'rotate-90': opened }"
/>
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -272,14 +300,16 @@
:errorMessage="errorMessage" :errorMessage="errorMessage"
/> />
<OrganizationModal <OrganizationModal
v-if="showOrganizationModal"
v-model="showOrganizationModal" v-model="showOrganizationModal"
v-model:organization="_organization" :data="_organization"
:options="{ :options="{
redirect: false, redirect: false,
afterInsert: (doc) => updateField('organization', doc.name), afterInsert: (doc) => updateField('organization', doc.name),
}" }"
/> />
<ContactModal <ContactModal
v-if="showContactModal"
v-model="showContactModal" v-model="showContactModal"
:contact="_contact" :contact="_contact"
:options="{ :options="{
@ -330,17 +360,13 @@ import Section from '@/components/Section.vue'
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import SLASection from '@/components/SLASection.vue' import SLASection from '@/components/SLASection.vue'
import CustomActions from '@/components/CustomActions.vue' import CustomActions from '@/components/CustomActions.vue'
import { import { openWebsite, setupCustomizations, copyToClipboard } from '@/utils'
openWebsite,
setupAssignees,
setupCustomizations,
copyToClipboard,
} from '@/utils'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { useDocument } from '@/data/document'
import { whatsappEnabled, callEnabled } from '@/composables/settings' import { whatsappEnabled, callEnabled } from '@/composables/settings'
import { import {
createResource, createResource,
@ -354,7 +380,7 @@ import {
toast, toast,
} from 'frappe-ui' } from 'frappe-ui'
import { useOnboarding } from 'frappe-ui/frappe' import { useOnboarding } from 'frappe-ui/frappe'
import { ref, computed, h, onMounted, onBeforeUnmount } from 'vue' import { ref, computed, h, onMounted, onBeforeUnmount, nextTick } from 'vue'
import { useRoute, useRouter } from 'vue-router' import { useRoute, useRouter } from 'vue-router'
import { useActiveTabManager } from '@/composables/useActiveTabManager' import { useActiveTabManager } from '@/composables/useActiveTabManager'
@ -394,7 +420,6 @@ const deal = createResource({
organization.fetch() organization.fetch()
} }
setupAssignees(deal)
setupCustomizations(deal, { setupCustomizations(deal, {
doc: data, doc: data,
$dialog, $dialog,
@ -717,6 +742,21 @@ async function deleteDeal(name) {
const activities = ref(null) const activities = ref(null)
function openEmailBox() { function openEmailBox() {
activities.value.emailBox.show = true let currentTab = tabs.value[tabIndex.value]
if (!['Emails', 'Comments', 'Activities'].includes(currentTab.name)) {
activities.value.changeTabTo('emails')
}
nextTick(() => (activities.value.emailBox.show = true))
}
const { assignees, document, triggerOnChange } = useDocument(
'CRM Deal',
props.dealId,
)
function reloadAssignees(data) {
if (data?.hasOwnProperty('deal_owner')) {
assignees.reload()
}
} }
</script> </script>

View File

@ -241,7 +241,6 @@
<DealModal <DealModal
v-if="showDealModal" v-if="showDealModal"
v-model="showDealModal" v-model="showDealModal"
v-model:quickEntry="showQuickEntryModal"
:defaults="defaults" :defaults="defaults"
/> />
<NoteModal <NoteModal
@ -258,11 +257,6 @@
doctype="CRM Deal" doctype="CRM Deal"
:doc="docname" :doc="docname"
/> />
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="CRM Deal"
/>
</template> </template>
<script setup> <script setup>
@ -282,7 +276,6 @@ import KanbanView from '@/components/Kanban/KanbanView.vue'
import DealModal from '@/components/Modals/DealModal.vue' import DealModal from '@/components/Modals/DealModal.vue'
import NoteModal from '@/components/Modals/NoteModal.vue' import NoteModal from '@/components/Modals/NoteModal.vue'
import TaskModal from '@/components/Modals/TaskModal.vue' import TaskModal from '@/components/Modals/TaskModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import ViewControls from '@/components/ViewControls.vue' import ViewControls from '@/components/ViewControls.vue'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
@ -306,7 +299,6 @@ const route = useRoute()
const dealsListView = ref(null) const dealsListView = ref(null)
const showDealModal = ref(false) const showDealModal = ref(false)
const showQuickEntryModal = ref(false)
const defaults = reactive({}) const defaults = reactive({})

View File

@ -12,18 +12,32 @@
v-if="lead.data._customActions?.length" v-if="lead.data._customActions?.length"
:actions="lead.data._customActions" :actions="lead.data._customActions"
/> />
<CustomActions
v-if="document.actions?.length"
:actions="document.actions"
/>
<AssignTo <AssignTo
v-model="lead.data._assignedTo" v-model="assignees.data"
:data="lead.data" :data="document.doc"
doctype="CRM Lead" doctype="CRM Lead"
/> />
<Dropdown <Dropdown
:options="statusOptions('lead', updateField, lead.data._customStatuses)" v-if="document.doc"
:options="
statusOptions(
'lead',
document,
lead.data._customStatuses,
triggerOnChange,
)
"
> >
<template #default="{ open }"> <template #default="{ open }">
<Button :label="lead.data.status"> <Button :label="document.doc.status">
<template #prefix> <template #prefix>
<IndicatorIcon :class="getLeadStatus(lead.data.status).color" /> <IndicatorIcon
:class="getLeadStatus(document.doc.status).color"
/>
</template> </template>
<template #suffix> <template #suffix>
<FeatherIcon <FeatherIcon
@ -51,6 +65,7 @@
v-model:reload="reload" v-model:reload="reload"
v-model:tabIndex="tabIndex" v-model:tabIndex="tabIndex"
v-model="lead" v-model="lead"
@afterSave="reloadAssignees"
/> />
</template> </template>
</Tabs> </Tabs>
@ -63,7 +78,7 @@
</div> </div>
<FileUploader <FileUploader
@success="(file) => updateField('image', file.file_url)" @success="(file) => updateField('image', file.file_url)"
:validateFile="validateFile" :validateFile="validateIsImageFile"
> >
<template #default="{ openFileSelector, error }"> <template #default="{ openFileSelector, error }">
<div class="flex items-center justify-start gap-5 border-b p-5"> <div class="flex items-center justify-start gap-5 border-b p-5">
@ -127,42 +142,50 @@
: toast.error(__('No phone number set')) : toast.error(__('No phone number set'))
" "
> >
<PhoneIcon class="h-4 w-4" /> <template #icon>
<PhoneIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Send an email')"> <Tooltip :text="__('Send an email')">
<div> <div>
<Button class="h-7 w-7"> <Button
<Email2Icon class="h-7 w-7"
class="h-4 w-4" @click="
@click=" lead.data.email
lead.data.email ? openEmailBox()
? openEmailBox() : toast.error(__('No email set'))
: toast.error(__('No email set')) "
" >
/> <template #icon>
<Email2Icon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Go to website')"> <Tooltip :text="__('Go to website')">
<div> <div>
<Button class="h-7 w-7"> <Button
<LinkIcon class="h-7 w-7"
class="h-4 w-4" @click="
@click=" lead.data.website
lead.data.website ? openWebsite(lead.data.website)
? openWebsite(lead.data.website) : toast.error(__('No website set'))
: toast.error(__('No website set')) "
" >
/> <template #icon>
<LinkIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
<Tooltip :text="__('Attach a file')"> <Tooltip :text="__('Attach a file')">
<div> <div>
<Button class="h-7 w-7" @click="showFilesUploader = true"> <Button class="h-7 w-7" @click="showFilesUploader = true">
<AttachmentIcon class="h-4 w-4" /> <template #icon>
<AttachmentIcon />
</template>
</Button> </Button>
</div> </div>
</Tooltip> </Tooltip>
@ -186,6 +209,7 @@
doctype="CRM Lead" doctype="CRM Lead"
:docname="lead.data.name" :docname="lead.data.name"
@reload="sections.reload" @reload="sections.reload"
@afterFieldChange="reloadAssignees"
/> />
</div> </div>
</Resizer> </Resizer>
@ -222,14 +246,18 @@
class="w-7" class="w-7"
@click="openQuickEntryModal" @click="openQuickEntryModal"
> >
<EditIcon class="h-4 w-4" /> <template #icon>
<EditIcon class="h-4 w-4" />
</template>
</Button> </Button>
<Button <Button
variant="ghost" variant="ghost"
class="w-7" class="w-7"
@click="showConvertToDealModal = false" @click="showConvertToDealModal = false"
> >
<FeatherIcon name="x" class="h-4 w-4" /> <template #icon>
<FeatherIcon name="x" class="h-4 w-4" />
</template>
</Button> </Button>
</div> </div>
</div> </div>
@ -293,12 +321,6 @@
/> />
</template> </template>
</Dialog> </Dialog>
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="CRM Deal"
:onlyRequired="true"
/>
<FilesUploader <FilesUploader
v-if="lead.data?.name" v-if="lead.data?.name"
v-model="showFilesUploader" v-model="showFilesUploader"
@ -339,15 +361,15 @@ import FilesUploader from '@/components/FilesUploader/FilesUploader.vue'
import Link from '@/components/Controls/Link.vue' import Link from '@/components/Controls/Link.vue'
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import FieldLayout from '@/components/FieldLayout/FieldLayout.vue' import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import SLASection from '@/components/SLASection.vue' import SLASection from '@/components/SLASection.vue'
import CustomActions from '@/components/CustomActions.vue' import CustomActions from '@/components/CustomActions.vue'
import { import {
openWebsite, openWebsite,
setupAssignees,
setupCustomizations, setupCustomizations,
copyToClipboard, copyToClipboard,
validateIsImageFile,
} from '@/utils' } from '@/utils'
import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { sessionStore } from '@/stores/session' import { sessionStore } from '@/stores/session'
@ -355,6 +377,7 @@ import { usersStore } from '@/stores/users'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { useDocument } from '@/data/document'
import { import {
whatsappEnabled, whatsappEnabled,
callEnabled, callEnabled,
@ -375,7 +398,7 @@ import {
toast, toast,
} from 'frappe-ui' } from 'frappe-ui'
import { useOnboarding } from 'frappe-ui/frappe' import { useOnboarding } from 'frappe-ui/frappe'
import { ref, reactive, computed, onMounted, watch } from 'vue' import { ref, reactive, computed, onMounted, watch, nextTick } from 'vue'
import { useRouter, useRoute } from 'vue-router' import { useRouter, useRoute } from 'vue-router'
import { useActiveTabManager } from '@/composables/useActiveTabManager' import { useActiveTabManager } from '@/composables/useActiveTabManager'
@ -408,7 +431,6 @@ const lead = createResource({
onSuccess: (data) => { onSuccess: (data) => {
errorTitle.value = '' errorTitle.value = ''
errorMessage.value = '' errorMessage.value = ''
setupAssignees(lead)
setupCustomizations(lead, { setupCustomizations(lead, {
doc: data, doc: data,
$dialog, $dialog,
@ -577,13 +599,6 @@ watch(tabs, (value) => {
} }
}) })
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return __('Only PNG and JPG images are allowed')
}
}
const sections = createResource({ const sections = createResource({
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections', url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
cache: ['sidePanelSections', 'CRM Lead'], cache: ['sidePanelSections', 'CRM Lead'],
@ -614,6 +629,9 @@ const existingOrganizationChecked = ref(false)
const existingContact = ref('') const existingContact = ref('')
const existingOrganization = ref('') const existingOrganization = ref('')
const { triggerConvertToDeal, triggerOnChange, assignees, document } =
useDocument('CRM Lead', props.leadId)
async function convertToDeal() { async function convertToDeal() {
if (existingContactChecked.value && !existingContact.value) { if (existingContactChecked.value && !existingContact.value) {
toast.error(__('Please select an existing contact')) toast.error(__('Please select an existing contact'))
@ -633,6 +651,12 @@ async function convertToDeal() {
existingOrganization.value = '' existingOrganization.value = ''
} }
await triggerConvertToDeal?.(
lead.data,
deal,
() => (showConvertToDealModal.value = false),
)
let _deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', { let _deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
lead: lead.data.name, lead: lead.data.name,
deal, deal,
@ -658,7 +682,11 @@ async function convertToDeal() {
const activities = ref(null) const activities = ref(null)
function openEmailBox() { function openEmailBox() {
activities.value.emailBox.show = true let currentTab = tabs.value[tabIndex.value]
if (!['Emails', 'Comments', 'Activities'].includes(currentTab.name)) {
activities.value.changeTabTo('emails')
}
nextTick(() => (activities.value.emailBox.show = true))
} }
const deal = reactive({}) const deal = reactive({})
@ -700,10 +728,18 @@ const dealTabs = createResource({
}, },
}) })
const showQuickEntryModal = ref(false)
function openQuickEntryModal() { function openQuickEntryModal() {
showQuickEntryModal.value = true showQuickEntryModal.value = true
quickEntryProps.value = {
doctype: 'CRM Deal',
onlyRequired: true,
}
showConvertToDealModal.value = false showConvertToDealModal.value = false
} }
function reloadAssignees(data) {
if (data?.hasOwnProperty('lead_owner')) {
assignees.reload()
}
}
</script> </script>

View File

@ -267,7 +267,6 @@
<LeadModal <LeadModal
v-if="showLeadModal" v-if="showLeadModal"
v-model="showLeadModal" v-model="showLeadModal"
v-model:quickEntry="showQuickEntryModal"
:defaults="defaults" :defaults="defaults"
/> />
<NoteModal <NoteModal
@ -284,7 +283,6 @@
doctype="CRM Lead" doctype="CRM Lead"
:doc="docname" :doc="docname"
/> />
<QuickEntryModal v-if="showQuickEntryModal" v-model="showQuickEntryModal" />
</template> </template>
<script setup> <script setup>
@ -304,7 +302,6 @@ import KanbanView from '@/components/Kanban/KanbanView.vue'
import LeadModal from '@/components/Modals/LeadModal.vue' import LeadModal from '@/components/Modals/LeadModal.vue'
import NoteModal from '@/components/Modals/NoteModal.vue' import NoteModal from '@/components/Modals/NoteModal.vue'
import TaskModal from '@/components/Modals/TaskModal.vue' import TaskModal from '@/components/Modals/TaskModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import ViewControls from '@/components/ViewControls.vue' import ViewControls from '@/components/ViewControls.vue'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
@ -326,7 +323,6 @@ const route = useRoute()
const leadsListView = ref(null) const leadsListView = ref(null)
const showLeadModal = ref(false) const showLeadModal = ref(false)
const showQuickEntryModal = ref(false)
const defaults = reactive({}) const defaults = reactive({})

View File

@ -11,7 +11,7 @@
</header> </header>
</LayoutHeader> </LayoutHeader>
<div v-if="contact.data" class="flex flex-col h-full overflow-hidden"> <div v-if="contact.data" class="flex flex-col h-full overflow-hidden">
<FileUploader @success="changeContactImage" :validateFile="validateFile"> <FileUploader @success="changeContactImage" :validateFile="validateIsImageFile">
<template #default="{ openFileSelector, error }"> <template #default="{ openFileSelector, error }">
<div class="flex flex-col items-start justify-start gap-4 p-4"> <div class="flex flex-col items-start justify-start gap-4 p-4">
<div class="flex gap-4 items-center"> <div class="flex gap-4 items-center">
@ -156,7 +156,6 @@
</TabPanel> </TabPanel>
</Tabs> </Tabs>
</div> </div>
<AddressModal v-model="showAddressModal" v-model:address="_address" />
</template> </template>
<script setup> <script setup>
@ -168,9 +167,9 @@ import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
import CameraIcon from '@/components/Icons/CameraIcon.vue' import CameraIcon from '@/components/Icons/CameraIcon.vue'
import DealsIcon from '@/components/Icons/DealsIcon.vue' import DealsIcon from '@/components/Icons/DealsIcon.vue'
import DealsListView from '@/components/ListViews/DealsListView.vue' import DealsListView from '@/components/ListViews/DealsListView.vue'
import AddressModal from '@/components/Modals/AddressModal.vue' import { formatDate, timeAgo, validateIsImageFile } from '@/utils'
import { formatDate, timeAgo } from '@/utils'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { showAddressModal, addressProps } from '@/composables/modals'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { globalStore } from '@/stores/global.js' import { globalStore } from '@/stores/global.js'
@ -212,9 +211,7 @@ const props = defineProps({
const route = useRoute() const route = useRoute()
const router = useRouter() const router = useRouter()
const showAddressModal = ref(false)
const _contact = ref({}) const _contact = ref({})
const _address = ref({})
const contact = createResource({ const contact = createResource({
url: 'crm.api.contact.get_contact', url: 'crm.api.contact.get_contact',
@ -269,13 +266,6 @@ usePageMeta(() => {
} }
}) })
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return __('Only PNG and JPG images are allowed')
}
}
async function changeContactImage(file) { async function changeContactImage(file) {
await call('frappe.client.set_value', { await call('frappe.client.set_value', {
doctype: 'Contact', doctype: 'Contact',
@ -467,17 +457,10 @@ function getParsedSections(_sections) {
...field, ...field,
create: (value, close) => { create: (value, close) => {
_contact.value.address = value _contact.value.address = value
_address.value = {} openAddressModal()
showAddressModal.value = true
close() close()
}, },
edit: async (addr) => { edit: (address) => openAddressModal(address),
_address.value = await call('frappe.client.get', {
doctype: 'Address',
name: addr,
})
showAddressModal.value = true
},
} }
} else { } else {
return field return field
@ -536,18 +519,6 @@ async function deleteOption(doctype, name) {
toast.success(__('Contact updated')) toast.success(__('Contact updated'))
} }
async function updateField(fieldname, value) {
await call('frappe.client.set_value', {
doctype: 'Contact',
name: props.contactId,
fieldname,
value,
})
toast.success(__('Contact updated'))
contact.reload()
}
const { getFormattedCurrency } = getMeta('CRM Deal') const { getFormattedCurrency } = getMeta('CRM Deal')
const columns = computed(() => dealColumns) const columns = computed(() => dealColumns)
@ -615,4 +586,12 @@ const dealColumns = [
width: '8rem', width: '8rem',
}, },
] ]
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
}
</script> </script>

View File

@ -10,14 +10,22 @@
</Breadcrumbs> </Breadcrumbs>
<div class="absolute right-0"> <div class="absolute right-0">
<Dropdown <Dropdown
v-if="document.doc"
:options=" :options="
statusOptions('deal', updateField, deal.data._customStatuses) statusOptions(
'deal',
document,
deal.data._customStatuses,
triggerOnChange,
)
" "
> >
<template #default="{ open }"> <template #default="{ open }">
<Button :label="deal.data.status"> <Button :label="document.doc.status">
<template #prefix> <template #prefix>
<IndicatorIcon :class="getDealStatus(deal.data.status).color" /> <IndicatorIcon
:class="getDealStatus(document.doc.status).color"
/>
</template> </template>
<template #suffix> <template #suffix>
<FeatherIcon <FeatherIcon
@ -36,8 +44,8 @@
class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5" class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
> >
<AssignTo <AssignTo
v-model="deal.data._assignedTo" v-model="assignees.data"
:data="deal.data" :data="document.doc"
doctype="CRM Deal" doctype="CRM Deal"
/> />
<div class="flex items-center gap-2"> <div class="flex items-center gap-2">
@ -45,6 +53,10 @@
v-if="deal.data._customActions?.length" v-if="deal.data._customActions?.length"
:actions="deal.data._customActions" :actions="deal.data._customActions"
/> />
<CustomActions
v-if="document.actions?.length"
:actions="document.actions"
/>
</div> </div>
</div> </div>
<div v-if="deal.data" class="flex h-full overflow-hidden"> <div v-if="deal.data" class="flex h-full overflow-hidden">
@ -66,6 +78,7 @@
doctype="CRM Deal" doctype="CRM Deal"
:docname="deal.data.name" :docname="deal.data.name"
@reload="sections.reload" @reload="sections.reload"
@afterFieldChange="reloadAssignees"
> >
<template #actions="{ section }"> <template #actions="{ section }">
<div v-if="section.name == 'contacts_section'" class="pr-2"> <div v-if="section.name == 'contacts_section'" class="pr-2">
@ -214,14 +227,16 @@
</Tabs> </Tabs>
</div> </div>
<OrganizationModal <OrganizationModal
v-if="showOrganizationModal"
v-model="showOrganizationModal" v-model="showOrganizationModal"
v-model:organization="_organization" :data="_organization"
:options="{ :options="{
redirect: false, redirect: false,
afterInsert: (doc) => updateField('organization', doc.name), afterInsert: (doc) => updateField('organization', doc.name),
}" }"
/> />
<ContactModal <ContactModal
v-if="showContactModal"
v-model="showContactModal" v-model="showContactModal"
:contact="_contact" :contact="_contact"
:options="{ :options="{
@ -256,12 +271,13 @@ import Link from '@/components/Controls/Link.vue'
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import SLASection from '@/components/SLASection.vue' import SLASection from '@/components/SLASection.vue'
import CustomActions from '@/components/CustomActions.vue' import CustomActions from '@/components/CustomActions.vue'
import { setupAssignees, setupCustomizations } from '@/utils' import { setupCustomizations } from '@/utils'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { useDocument } from '@/data/document'
import { import {
whatsappEnabled, whatsappEnabled,
callEnabled, callEnabled,
@ -309,7 +325,6 @@ const deal = createResource({
organization.fetch() organization.fetch()
} }
setupAssignees(deal)
setupCustomizations(deal, { setupCustomizations(deal, {
doc: data, doc: data,
$dialog, $dialog,
@ -603,4 +618,15 @@ async function deleteDeal(name) {
}) })
router.push({ name: 'Deals' }) router.push({ name: 'Deals' })
} }
const { assignees, document, triggerOnChange } = useDocument(
'CRM Deal',
props.dealId,
)
function reloadAssignees(data) {
if (data?.hasOwnProperty('deal_owner')) {
assignees.reload()
}
}
</script> </script>

View File

@ -10,14 +10,22 @@
</Breadcrumbs> </Breadcrumbs>
<div class="absolute right-0"> <div class="absolute right-0">
<Dropdown <Dropdown
v-if="document.doc"
:options=" :options="
statusOptions('lead', updateField, lead.data._customStatuses) statusOptions(
'lead',
document,
lead.data._customStatuses,
triggerOnChange,
)
" "
> >
<template #default="{ open }"> <template #default="{ open }">
<Button :label="lead.data.status"> <Button :label="document.doc.status">
<template #prefix> <template #prefix>
<IndicatorIcon :class="getLeadStatus(lead.data.status).color" /> <IndicatorIcon
:class="getLeadStatus(document.doc.status).color"
/>
</template> </template>
<template #suffix> <template #suffix>
<FeatherIcon <FeatherIcon
@ -36,8 +44,8 @@
class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5" class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
> >
<AssignTo <AssignTo
v-model="lead.data._assignedTo" v-model="assignees.data"
:data="lead.data" :data="document.doc"
doctype="CRM Lead" doctype="CRM Lead"
/> />
<div class="flex items-center gap-2"> <div class="flex items-center gap-2">
@ -45,6 +53,10 @@
v-if="lead.data._customActions?.length" v-if="lead.data._customActions?.length"
:actions="lead.data._customActions" :actions="lead.data._customActions"
/> />
<CustomActions
v-if="document.actions?.length"
:actions="document.actions"
/>
<Button <Button
:label="__('Convert')" :label="__('Convert')"
variant="solid" variant="solid"
@ -71,6 +83,7 @@
doctype="CRM Lead" doctype="CRM Lead"
:docname="lead.data.name" :docname="lead.data.name"
@reload="sections.reload" @reload="sections.reload"
@afterFieldChange="reloadAssignees"
/> />
</div> </div>
</div> </div>
@ -173,12 +186,13 @@ import Link from '@/components/Controls/Link.vue'
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import SLASection from '@/components/SLASection.vue' import SLASection from '@/components/SLASection.vue'
import CustomActions from '@/components/CustomActions.vue' import CustomActions from '@/components/CustomActions.vue'
import { setupAssignees, setupCustomizations } from '@/utils' import { setupCustomizations } from '@/utils'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { useDocument } from '@/data/document'
import { import {
whatsappEnabled, whatsappEnabled,
callEnabled, callEnabled,
@ -220,7 +234,6 @@ const lead = createResource({
params: { name: props.leadId }, params: { name: props.leadId },
cache: ['lead', props.leadId], cache: ['lead', props.leadId],
onSuccess: (data) => { onSuccess: (data) => {
setupAssignees(lead)
setupCustomizations(lead, { setupCustomizations(lead, {
doc: data, doc: data,
$dialog, $dialog,
@ -454,4 +467,15 @@ async function convertToDeal() {
router.push({ name: 'Deal', params: { dealId: deal } }) router.push({ name: 'Deal', params: { dealId: deal } })
} }
} }
const { assignees, document, triggerOnChange } = useDocument(
'CRM Lead',
props.leadId,
)
function reloadAssignees(data) {
if (data?.hasOwnProperty('lead_owner')) {
assignees.reload()
}
}
</script> </script>

View File

@ -13,7 +13,7 @@
<div v-if="organization.doc" class="flex flex-col h-full overflow-hidden"> <div v-if="organization.doc" class="flex flex-col h-full overflow-hidden">
<FileUploader <FileUploader
@success="changeOrganizationImage" @success="changeOrganizationImage"
:validateFile="validateFile" :validateFile="validateIsImageFile"
> >
<template #default="{ openFileSelector, error }"> <template #default="{ openFileSelector, error }">
<div class="flex flex-col items-start justify-start gap-4 p-4"> <div class="flex flex-col items-start justify-start gap-4 p-4">
@ -145,27 +145,26 @@
</TabPanel> </TabPanel>
</Tabs> </Tabs>
</div> </div>
<AddressModal v-model="showAddressModal" v-model:address="_address" />
</template> </template>
<script setup> <script setup>
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import Icon from '@/components/Icon.vue' import Icon from '@/components/Icon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue' import LayoutHeader from '@/components/LayoutHeader.vue'
import AddressModal from '@/components/Modals/AddressModal.vue'
import DealsListView from '@/components/ListViews/DealsListView.vue' import DealsListView from '@/components/ListViews/DealsListView.vue'
import ContactsListView from '@/components/ListViews/ContactsListView.vue' import ContactsListView from '@/components/ListViews/ContactsListView.vue'
import DetailsIcon from '@/components/Icons/DetailsIcon.vue' import DetailsIcon from '@/components/Icons/DetailsIcon.vue'
import CameraIcon from '@/components/Icons/CameraIcon.vue' import CameraIcon from '@/components/Icons/CameraIcon.vue'
import DealsIcon from '@/components/Icons/DealsIcon.vue' import DealsIcon from '@/components/Icons/DealsIcon.vue'
import ContactsIcon from '@/components/Icons/ContactsIcon.vue' import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
import { showAddressModal, addressProps } from '@/composables/modals'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { formatDate, timeAgo } from '@/utils' import { formatDate, timeAgo, validateIsImageFile } from '@/utils'
import { import {
Breadcrumbs, Breadcrumbs,
Avatar, Avatar,
@ -252,13 +251,6 @@ usePageMeta(() => {
} }
}) })
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return __('Only PNG and JPG images are allowed')
}
}
async function changeOrganizationImage(file) { async function changeOrganizationImage(file) {
await call('frappe.client.set_value', { await call('frappe.client.set_value', {
doctype: 'CRM Organization', doctype: 'CRM Organization',
@ -296,9 +288,7 @@ function openWebsite() {
else window.open(organization.doc.website, '_blank') else window.open(organization.doc.website, '_blank')
} }
const showAddressModal = ref(false)
const _organization = ref({}) const _organization = ref({})
const _address = ref({})
const sections = createResource({ const sections = createResource({
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections', url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
@ -317,17 +307,10 @@ function getParsedSections(_sections) {
...field, ...field,
create: (value, close) => { create: (value, close) => {
_organization.value.address = value _organization.value.address = value
_address.value = {} openAddressModal()
showAddressModal.value = true
close() close()
}, },
edit: async (addr) => { edit: (address) => openAddressModal(address),
_address.value = await call('frappe.client.get', {
doctype: 'Address',
name: addr,
})
showAddressModal.value = true
},
} }
} else { } else {
return field return field
@ -533,4 +516,12 @@ const contactColumns = [
width: '8rem', width: '8rem',
}, },
] ]
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
}
</script> </script>

View File

@ -17,7 +17,7 @@
<div class="border-b"> <div class="border-b">
<FileUploader <FileUploader
@success="changeOrganizationImage" @success="changeOrganizationImage"
:validateFile="validateFile" :validateFile="validateIsImageFile"
> >
<template #default="{ openFileSelector, error }"> <template #default="{ openFileSelector, error }">
<div class="flex flex-col items-start justify-start gap-4 p-5"> <div class="flex flex-col items-start justify-start gap-4 p-5">
@ -164,12 +164,6 @@
:errorTitle="errorTitle" :errorTitle="errorTitle"
:errorMessage="errorMessage" :errorMessage="errorMessage"
/> />
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="CRM Organization"
/>
<AddressModal v-model="showAddressModal" v-model:address="_address" />
</template> </template>
<script setup> <script setup>
@ -178,21 +172,20 @@ import Resizer from '@/components/Resizer.vue'
import SidePanelLayout from '@/components/SidePanelLayout.vue' import SidePanelLayout from '@/components/SidePanelLayout.vue'
import Icon from '@/components/Icon.vue' import Icon from '@/components/Icon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue' import LayoutHeader from '@/components/LayoutHeader.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import AddressModal from '@/components/Modals/AddressModal.vue'
import DealsListView from '@/components/ListViews/DealsListView.vue' import DealsListView from '@/components/ListViews/DealsListView.vue'
import ContactsListView from '@/components/ListViews/ContactsListView.vue' import ContactsListView from '@/components/ListViews/ContactsListView.vue'
import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue' import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
import CameraIcon from '@/components/Icons/CameraIcon.vue' import CameraIcon from '@/components/Icons/CameraIcon.vue'
import DealsIcon from '@/components/Icons/DealsIcon.vue' import DealsIcon from '@/components/Icons/DealsIcon.vue'
import ContactsIcon from '@/components/Icons/ContactsIcon.vue' import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
import { showAddressModal, addressProps } from '@/composables/modals'
import { getSettings } from '@/stores/settings' import { getSettings } from '@/stores/settings'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { globalStore } from '@/stores/global' import { globalStore } from '@/stores/global'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { statusesStore } from '@/stores/statuses' import { statusesStore } from '@/stores/statuses'
import { getView } from '@/utils/view' import { getView } from '@/utils/view'
import { formatDate, timeAgo } from '@/utils' import { formatDate, timeAgo, validateIsImageFile } from '@/utils'
import { import {
Tooltip, Tooltip,
Breadcrumbs, Breadcrumbs,
@ -222,7 +215,6 @@ const { getUser } = usersStore()
const { $dialog } = globalStore() const { $dialog } = globalStore()
const { getDealStatus } = statusesStore() const { getDealStatus } = statusesStore()
const { doctypeMeta } = getMeta('CRM Organization') const { doctypeMeta } = getMeta('CRM Organization')
const showQuickEntryModal = ref(false)
const route = useRoute() const route = useRoute()
const router = useRouter() const router = useRouter()
@ -294,13 +286,6 @@ usePageMeta(() => {
} }
}) })
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return __('Only PNG and JPG images are allowed')
}
}
async function changeOrganizationImage(file) { async function changeOrganizationImage(file) {
await call('frappe.client.set_value', { await call('frappe.client.set_value', {
doctype: 'CRM Organization', doctype: 'CRM Organization',
@ -342,9 +327,7 @@ function openWebsite() {
else window.open(organization.doc.website, '_blank') else window.open(organization.doc.website, '_blank')
} }
const showAddressModal = ref(false)
const _organization = ref({}) const _organization = ref({})
const _address = ref({})
const sections = createResource({ const sections = createResource({
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections', url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
@ -363,17 +346,10 @@ function getParsedSections(_sections) {
...field, ...field,
create: (value, close) => { create: (value, close) => {
_organization.value.address = value _organization.value.address = value
_address.value = {} openAddressModal()
showAddressModal.value = true
close() close()
}, },
edit: async (addr) => { edit: (address) => openAddressModal(address),
_address.value = await call('frappe.client.get', {
doctype: 'Address',
name: addr,
})
showAddressModal.value = true
},
} }
} else { } else {
return field return field
@ -572,4 +548,12 @@ const contactColumns = [
width: '8rem', width: '8rem',
}, },
] ]
function openAddressModal(_address) {
showAddressModal.value = true
addressProps.value = {
doctype: 'Address',
address: _address,
}
}
</script> </script>

View File

@ -63,16 +63,9 @@
</div> </div>
</div> </div>
<OrganizationModal <OrganizationModal
v-if="showOrganizationModal"
v-model="showOrganizationModal" v-model="showOrganizationModal"
v-model:showQuickEntryModal="showQuickEntryModal"
@openAddressModal="(_address) => openAddressModal(_address)"
/> />
<QuickEntryModal
v-if="showQuickEntryModal"
v-model="showQuickEntryModal"
doctype="CRM Organization"
/>
<AddressModal v-model="showAddressModal" v-model:address="address" />
</template> </template>
<script setup> <script setup>
import ViewBreadcrumbs from '@/components/ViewBreadcrumbs.vue' import ViewBreadcrumbs from '@/components/ViewBreadcrumbs.vue'
@ -80,8 +73,6 @@ import CustomActions from '@/components/CustomActions.vue'
import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue' import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue' import LayoutHeader from '@/components/LayoutHeader.vue'
import OrganizationModal from '@/components/Modals/OrganizationModal.vue' import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import AddressModal from '@/components/Modals/AddressModal.vue'
import OrganizationsListView from '@/components/ListViews/OrganizationsListView.vue' import OrganizationsListView from '@/components/ListViews/OrganizationsListView.vue'
import ViewControls from '@/components/ViewControls.vue' import ViewControls from '@/components/ViewControls.vue'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
@ -94,12 +85,9 @@ const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
const organizationsListView = ref(null) const organizationsListView = ref(null)
const showOrganizationModal = ref(false) const showOrganizationModal = ref(false)
const showQuickEntryModal = ref(false)
const showAddressModal = ref(false)
// organizations data is loaded in the ViewControls component // organizations data is loaded in the ViewControls component
const organizations = ref({}) const organizations = ref({})
const address = ref({})
const loadMore = ref(1) const loadMore = ref(1)
const triggerResize = ref(1) const triggerResize = ref(1)
const updatedPageCount = ref(20) const updatedPageCount = ref(20)
@ -162,15 +150,4 @@ const rows = computed(() => {
return _rows return _rows
}) })
}) })
async function openAddressModal(_address) {
if (_address) {
_address = await call('frappe.client.get', {
doctype: 'Address',
name: _address,
})
}
showAddressModal.value = true
address.value = _address || {}
}
</script> </script>

View File

@ -41,21 +41,14 @@
@click="showLeadModal = true" @click="showLeadModal = true"
/> />
</div> </div>
<LeadModal <LeadModal v-if="showLeadModal" v-model="showLeadModal" />
v-if="showLeadModal"
v-model="showLeadModal"
v-model:quickEntry="showQuickEntryModal"
/>
<QuickEntryModal v-if="showQuickEntryModal" v-model="showQuickEntryModal" />
</template> </template>
<script setup> <script setup>
import AvatarIcon from '@/components/Icons/AvatarIcon.vue' import AvatarIcon from '@/components/Icons/AvatarIcon.vue'
import GoogleIcon from '@/components/Icons/GoogleIcon.vue' import GoogleIcon from '@/components/Icons/GoogleIcon.vue'
import LeadModal from '@/components/Modals/LeadModal.vue' import LeadModal from '@/components/Modals/LeadModal.vue'
import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
import { ref } from 'vue' import { ref } from 'vue'
const name = ref('John Doe') const name = ref('John Doe')
const showLeadModal = ref(false) const showLeadModal = ref(false)
const showQuickEntryModal = ref(false)
</script> </script>

View File

@ -77,11 +77,20 @@ export const statusesStore = defineStore('crm-statuses', () => {
return communicationStatuses[name] return communicationStatuses[name]
} }
function statusOptions(doctype, action, statuses = []) { function statusOptions(
doctype,
document,
statuses = [],
triggerOnChange = null,
) {
let statusesByName = let statusesByName =
doctype == 'deal' ? dealStatusesByName : leadStatusesByName doctype == 'deal' ? dealStatusesByName : leadStatusesByName
if (statuses.length) { if (document?.statuses?.length) {
statuses = document.statuses
}
if (statuses?.length) {
statusesByName = statuses.reduce((acc, status) => { statusesByName = statuses.reduce((acc, status) => {
acc[status] = statusesByName[status] acc[status] = statusesByName[status]
return acc return acc
@ -94,9 +103,12 @@ export const statusesStore = defineStore('crm-statuses', () => {
label: statusesByName[status]?.name, label: statusesByName[status]?.name,
value: statusesByName[status]?.name, value: statusesByName[status]?.name,
icon: () => h(IndicatorIcon, { class: statusesByName[status]?.color }), icon: () => h(IndicatorIcon, { class: statusesByName[status]?.color }),
onClick: () => { onClick: async () => {
capture('status_changed', { doctype, status }) capture('status_changed', { doctype, status })
action && action('status', statusesByName[status]?.name) if (document) {
await triggerOnChange?.('status', statusesByName[status]?.name)
document.save.submit()
}
}, },
}) })
} }

View File

@ -49,7 +49,8 @@ function initPosthog(ps: PosthogSettings) {
capture_pageview: true, capture_pageview: true,
capture_pageleave: true, capture_pageleave: true,
enable_heatmaps: false, enable_heatmaps: false,
disable_session_recording: false, disable_session_recording: true,
advanced_disable_decide: true,
loaded: (ph: typeof posthog) => { loaded: (ph: typeof posthog) => {
window.posthog = ph window.posthog = ph
ph.identify(window.location.hostname) ph.identify(window.location.hostname)
@ -67,17 +68,9 @@ function capture(
} }
function startRecording() { function startRecording() {
if (!isTelemetryEnabled()) return
if (window.posthog?.__loaded) {
window.posthog.startSessionRecording()
}
} }
function stopRecording() { function stopRecording() {
if (!isTelemetryEnabled()) return
if (window.posthog?.__loaded && window.posthog.sessionRecordingStarted()) {
window.posthog.stopSessionRecording()
}
} }
// Posthog Plugin // Posthog Plugin

View File

@ -2,9 +2,8 @@ import TaskStatusIcon from '@/components/Icons/TaskStatusIcon.vue'
import TaskPriorityIcon from '@/components/Icons/TaskPriorityIcon.vue' import TaskPriorityIcon from '@/components/Icons/TaskPriorityIcon.vue'
import { usersStore } from '@/stores/users' import { usersStore } from '@/stores/users'
import { gemoji } from 'gemoji' import { gemoji } from 'gemoji'
import { useTimeAgo } from '@vueuse/core'
import { getMeta } from '@/stores/meta' import { getMeta } from '@/stores/meta'
import { toast, dayjsLocal, dayjs } from 'frappe-ui' import { toast, dayjsLocal, dayjs, getConfig } from 'frappe-ui'
import { h } from 'vue' import { h } from 'vue'
export function formatTime(seconds) { export function formatTime(seconds) {
@ -65,7 +64,133 @@ export function getFormat(
} }
export function timeAgo(date) { export function timeAgo(date) {
return useTimeAgo(date).value return prettyDate(date)
}
function getBrowserTimezone() {
return Intl.DateTimeFormat().resolvedOptions().timeZone
}
export function prettyDate(date, mini = false) {
if (!date) return ''
let systemTimezone = getConfig('systemTimezone')
let localTimezone = getConfig('localTimezone') || getBrowserTimezone()
if (typeof date == 'string') {
date = dayjsLocal(date)
}
let nowDatetime = dayjs().tz(localTimezone || systemTimezone)
let diff = nowDatetime.diff(date, 'seconds')
let dayDiff = Math.floor(diff / 86400)
if (isNaN(dayDiff)) return ''
if (mini) {
// Return short format of time difference
if (dayDiff < 0) {
if (Math.abs(dayDiff) < 1) {
if (diff < 60) {
return __('now')
} else if (diff < 3600) {
return __('in {0} m', [Math.floor(diff / 60)])
} else if (diff < 86400) {
return __('in {0} h', [Math.floor(diff / 3600)])
}
}
if (Math.abs(dayDiff) == 1) {
return __('tomorrow')
} else if (Math.abs(dayDiff) < 7) {
return __('in {0} d', [Math.abs(dayDiff)])
} else if (Math.abs(dayDiff) < 31) {
return __('in {0} w', [Math.floor(Math.abs(dayDiff) / 7)])
} else if (Math.abs(dayDiff) < 365) {
return __('in {0} M', [Math.floor(Math.abs(dayDiff) / 30)])
} else {
return __('in {0} y', [Math.floor(Math.abs(dayDiff) / 365)])
}
} else if (dayDiff == 0) {
if (diff < 60) {
return __('now')
} else if (diff < 3600) {
return __('{0} m', [Math.floor(diff / 60)])
} else if (diff < 86400) {
return __('{0} h', [Math.floor(diff / 3600)])
}
} else {
if (dayDiff < 7) {
return __('{0} d', [dayDiff])
} else if (dayDiff < 31) {
return __('{0} w', [Math.floor(dayDiff / 7)])
} else if (dayDiff < 365) {
return __('{0} M', [Math.floor(dayDiff / 30)])
} else {
return __('{0} y', [Math.floor(dayDiff / 365)])
}
}
} else {
// Return long format of time difference
if (dayDiff < 0) {
if (Math.abs(dayDiff) < 1) {
if (diff < 60) {
return __('just now')
} else if (diff < 120) {
return __('in 1 minute')
} else if (diff < 3600) {
return __('in {0} minutes', [Math.floor(diff / 60)])
} else if (diff < 7200) {
return __('in 1 hour')
} else if (diff < 86400) {
return __('in {0} hours', [Math.floor(diff / 3600)])
}
}
if (Math.abs(dayDiff) == 1) {
return __('tomorrow')
} else if (Math.abs(dayDiff) < 7) {
return __('in {0} days', [Math.abs(dayDiff)])
} else if (Math.abs(dayDiff) < 31) {
return __('in {0} weeks', [Math.floor(Math.abs(dayDiff) / 7)])
} else if (Math.abs(dayDiff) < 365) {
return __('in {0} months', [Math.floor(Math.abs(dayDiff) / 30)])
} else if (Math.abs(dayDiff) < 730) {
return __('in 1 year')
} else {
return __('in {0} years', [Math.floor(Math.abs(dayDiff) / 365)])
}
} else if (dayDiff == 0) {
if (diff < 60) {
return __('just now')
} else if (diff < 120) {
return __('1 minute ago')
} else if (diff < 3600) {
return __('{0} minutes ago', [Math.floor(diff / 60)])
} else if (diff < 7200) {
return __('1 hour ago')
} else if (diff < 86400) {
return __('{0} hours ago', [Math.floor(diff / 3600)])
}
} else {
if (dayDiff == 1) {
return __('yesterday')
} else if (dayDiff < 7) {
return __('{0} days ago', [dayDiff])
} else if (dayDiff < 14) {
return __('1 week ago')
} else if (dayDiff < 31) {
return __('{0} weeks ago', [Math.floor(dayDiff / 7)])
} else if (dayDiff < 62) {
return __('1 month ago')
} else if (dayDiff < 365) {
return __('{0} months ago', [Math.floor(dayDiff / 30)])
} else if (dayDiff < 730) {
return __('1 year ago')
} else {
return __('{0} years ago', [Math.floor(dayDiff / 365)])
}
}
}
} }
export function taskStatusOptions(action, data) { export function taskStatusOptions(action, data) {
@ -134,10 +259,9 @@ export function validateEmail(email) {
return regExp.test(email) return regExp.test(email)
} }
export function setupAssignees(doc) { export function parseAssignees(assignees) {
let { getUser } = usersStore() let { getUser } = usersStore()
let assignees = doc.data?._assign || [] return assignees.map((user) => ({
doc.data._assignedTo = assignees.map((user) => ({
name: user, name: user,
image: getUser(user).user_image, image: getUser(user).user_image,
label: getUser(user).full_name, label: getUser(user).full_name,
@ -318,6 +442,13 @@ export function isImage(extention) {
) )
} }
export function validateIsImageFile(file) {
const extn = file.name.split('.').pop().toLowerCase()
if (!isImage(extn)) {
return __('Only image files are allowed')
}
}
export function getRandom(len = 4) { export function getRandom(len = 4) {
let text = '' let text = ''
const possible = 'ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz' const possible = 'ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz'

View File

@ -1320,6 +1320,11 @@
resolved "https://registry.yarnpkg.com/@tiptap/extension-heading/-/extension-heading-2.10.3.tgz#bf8efb3a580c75b86dce505a63f1ca7450a9aaea" resolved "https://registry.yarnpkg.com/@tiptap/extension-heading/-/extension-heading-2.10.3.tgz#bf8efb3a580c75b86dce505a63f1ca7450a9aaea"
integrity sha512-AlxXXPCWIvw8hQUDFRskasj32iMNB8Sb19VgyFWqwvntGs2/UffNu8VdsVqxD2HpZ0g5rLYCYtSW4wigs9R3og== integrity sha512-AlxXXPCWIvw8hQUDFRskasj32iMNB8Sb19VgyFWqwvntGs2/UffNu8VdsVqxD2HpZ0g5rLYCYtSW4wigs9R3og==
"@tiptap/extension-heading@^2.12.0":
version "2.14.0"
resolved "https://registry.yarnpkg.com/@tiptap/extension-heading/-/extension-heading-2.14.0.tgz#c5a9dc761712e9c87073ba8446548cbe4d403360"
integrity sha512-vM//6G3Ox3mxPv9eilhrDqylELCc8kEP1aQ4xUuOw7vCidjNtGggOa1ERnnpV2dCa2A9E8y4FHtN4Xh29stXQg==
"@tiptap/extension-highlight@^2.0.3": "@tiptap/extension-highlight@^2.0.3":
version "2.10.3" version "2.10.3"
resolved "https://registry.yarnpkg.com/@tiptap/extension-highlight/-/extension-highlight-2.10.3.tgz#d94667d435d9dc556b06e7b764449dc2a6c18743" resolved "https://registry.yarnpkg.com/@tiptap/extension-highlight/-/extension-highlight-2.10.3.tgz#d94667d435d9dc556b06e7b764449dc2a6c18743"
@ -2565,10 +2570,10 @@ fraction.js@^4.3.7:
resolved "https://registry.yarnpkg.com/fraction.js/-/fraction.js-4.3.7.tgz#06ca0085157e42fda7f9e726e79fefc4068840f7" resolved "https://registry.yarnpkg.com/fraction.js/-/fraction.js-4.3.7.tgz#06ca0085157e42fda7f9e726e79fefc4068840f7"
integrity sha512-ZsDfxO51wGAXREY55a7la9LScWpwv9RxIrYABrlvOFBlH/ShPnrtsXeuUIfXKKOVicNxQ+o8JTbJvjS4M89yew== integrity sha512-ZsDfxO51wGAXREY55a7la9LScWpwv9RxIrYABrlvOFBlH/ShPnrtsXeuUIfXKKOVicNxQ+o8JTbJvjS4M89yew==
frappe-ui@^0.1.145: frappe-ui@^0.1.156:
version "0.1.145" version "0.1.156"
resolved "https://registry.yarnpkg.com/frappe-ui/-/frappe-ui-0.1.145.tgz#19ec429badf85f3f2c45a85ec13c3c462ec11ee9" resolved "https://registry.yarnpkg.com/frappe-ui/-/frappe-ui-0.1.156.tgz#1a476aec80b0e0f72470f9dc3990bb023b2ebb09"
integrity sha512-DnnSJREu/EpUAJGNFaXEUF3re0hQMmLBOX/MSW9AsQtnCJwXkO5VbH/dyVHAZjqdb9Do3CNQF33/HB4NibNI8Q== integrity sha512-JsIODLL7YYFhKSYfWJJ9M1+VMmj8M0xZ1D5M7Cx0c+OWg5Qm0xda1592Tr+om1a7u0zWcfjuQnW9mHN1lW5HIA==
dependencies: dependencies:
"@floating-ui/vue" "^1.1.6" "@floating-ui/vue" "^1.1.6"
"@headlessui/vue" "^1.7.14" "@headlessui/vue" "^1.7.14"
@ -2579,6 +2584,7 @@ frappe-ui@^0.1.145:
"@tiptap/extension-code-block" "^2.11.9" "@tiptap/extension-code-block" "^2.11.9"
"@tiptap/extension-code-block-lowlight" "^2.11.5" "@tiptap/extension-code-block-lowlight" "^2.11.5"
"@tiptap/extension-color" "^2.0.3" "@tiptap/extension-color" "^2.0.3"
"@tiptap/extension-heading" "^2.12.0"
"@tiptap/extension-highlight" "^2.0.3" "@tiptap/extension-highlight" "^2.0.3"
"@tiptap/extension-image" "^2.0.3" "@tiptap/extension-image" "^2.0.3"
"@tiptap/extension-link" "^2.0.3" "@tiptap/extension-link" "^2.0.3"
@ -2599,6 +2605,7 @@ frappe-ui@^0.1.145:
dayjs "^1.11.13" dayjs "^1.11.13"
echarts "^5.6.0" echarts "^5.6.0"
feather-icons "^4.28.0" feather-icons "^4.28.0"
highlight.js "^11.11.1"
idb-keyval "^6.2.0" idb-keyval "^6.2.0"
lowlight "^3.3.0" lowlight "^3.3.0"
lucide-static "^0.479.0" lucide-static "^0.479.0"
@ -2806,7 +2813,7 @@ hasown@^2.0.1, hasown@^2.0.2:
dependencies: dependencies:
function-bind "^1.1.2" function-bind "^1.1.2"
highlight.js@~11.11.0: highlight.js@^11.11.1, highlight.js@~11.11.0:
version "11.11.1" version "11.11.1"
resolved "https://registry.yarnpkg.com/highlight.js/-/highlight.js-11.11.1.tgz#fca06fa0e5aeecf6c4d437239135fabc15213585" resolved "https://registry.yarnpkg.com/highlight.js/-/highlight.js-11.11.1.tgz#fca06fa0e5aeecf6c4d437239135fabc15213585"
integrity sha512-Xwwo44whKBVCYoliBQwaPvtd/2tYFkRQtXDWj1nackaV2JPXx3L0+Jvd8/qCJ2p+ML0/XVkJ2q+Mr+UVdpJK5w== integrity sha512-Xwwo44whKBVCYoliBQwaPvtd/2tYFkRQtXDWj1nackaV2JPXx3L0+Jvd8/qCJ2p+ML0/XVkJ2q+Mr+UVdpJK5w==