refactor: render assignees from document.js

reload assignees if lead_owner/deal_owner is changed

(cherry picked from commit e214ce8bfbedfe93338ab04c2ee55259a60e9d8e)

frontend/src/components/Activities/Activities.vue

@@ -365,7 +365,11 @@
       </div>
     </div>
     <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
       v-else
@@ -514,6 +518,8 @@ const props = defineProps({
   },
 })
 
+const emit = defineEmits(['afterSave'])
+
 const route = useRoute()
 
 const doc = defineModel()

frontend/src/components/Activities/DataFields.vue

@@ -76,6 +76,9 @@ const props = defineProps({
     required: true,
   },
 })
+
+const emit = defineEmits(['afterSave'])
+
 const { isManager } = usersStore()
 
 const showDataFieldsModal = ref(false)
@@ -90,7 +93,21 @@ const tabs = createResource({
 })
 
 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(

frontend/src/components/SidePanelLayout.vue

@@ -417,13 +417,13 @@ const props = defineProps({
   },
 })
 
+const emit = defineEmits(['afterFieldChange', 'reload'])
+
 const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
   getMeta(props.doctype)
 
 const { isManager, getUser } = usersStore()
 
-const emit = defineEmits(['reload'])
-
 const showSidePanelModal = ref(false)
 
 let document = { doc: {} }
@@ -493,7 +493,13 @@ async function fieldChange(value, df) {
 
   await triggerOnChange(df.fieldname)
 
-  document.save.submit()
+  document.save.submit(null, {
+    onSuccess: () => {
+      emit('afterFieldChange', {
+        [df.fieldname]: value,
+      })
+    },
+  })
 }
 
 function parsedSection(section, editButtonAdded) {

frontend/src/pages/Deal.vue

@@ -13,8 +13,8 @@
         :actions="deal.data._customActions"
       />
       <AssignTo
-        v-model="deal.data._assignedTo"
+        v-model="assignees.data"
-        :data="deal.data"
+        :data="document.doc"
         doctype="CRM Deal"
       />
       <Dropdown
@@ -46,6 +46,7 @@
           v-model:reload="reload"
           v-model:tabIndex="tabIndex"
           v-model="deal"
+          @afterSave="reloadAssignees"
         />
       </template>
     </Tabs>
@@ -134,6 +135,7 @@
           doctype="CRM Deal"
           :docname="deal.data.name"
           @reload="sections.reload"
+          @afterFieldChange="reloadAssignees"
         >
           <template #actions="{ section }">
             <div v-if="section.name == 'contacts_section'" class="pr-2">
@@ -343,6 +345,7 @@ import { getSettings } from '@/stores/settings'
 import { globalStore } from '@/stores/global'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
+import { useDocument } from '@/data/document'
 import { whatsappEnabled, callEnabled } from '@/composables/settings'
 import {
   createResource,
@@ -721,4 +724,12 @@ const activities = ref(null)
 function openEmailBox() {
   activities.value.emailBox.show = true
 }
+
+const { assignees, document } = useDocument('CRM Deal', props.dealId)
+
+function reloadAssignees(changes) {
+  if (changes?.hasOwnProperty('lead_owner')) {
+    assignees.reload()
+  }
+}
 </script>

frontend/src/pages/Lead.vue

@@ -13,8 +13,8 @@
         :actions="lead.data._customActions"
       />
       <AssignTo
-        v-model="lead.data._assignedTo"
+        v-model="assignees.data"
-        :data="lead.data"
+        :data="document.doc"
         doctype="CRM Lead"
       />
       <Dropdown
@@ -51,6 +51,7 @@
           v-model:reload="reload"
           v-model:tabIndex="tabIndex"
           v-model="lead"
+          @afterSave="reloadAssignees"
         />
       </template>
     </Tabs>
@@ -186,6 +187,7 @@
           doctype="CRM Lead"
           :docname="lead.data.name"
           @reload="sections.reload"
+          @afterFieldChange="reloadAssignees"
         />
       </div>
     </Resizer>
@@ -609,7 +611,10 @@ const existingOrganizationChecked = ref(false)
 const existingContact = ref('')
 const existingOrganization = ref('')
 
-const { triggerConvertToDeal } = useDocument('CRM Lead', props.leadId)
+const { triggerConvertToDeal, assignees, document } = useDocument(
+  'CRM Lead',
+  props.leadId,
+)
 
 async function convertToDeal() {
   if (existingContactChecked.value && !existingContact.value) {
@@ -711,4 +716,10 @@ function openQuickEntryModal() {
   }
   showConvertToDealModal.value = false
 }
+
+function reloadAssignees(changes) {
+  if (changes?.hasOwnProperty('lead_owner')) {
+    assignees.reload()
+  }
+}
 </script>