fix: added convertToDeal modal
This commit is contained in:
Shariq Ansari
parent
7647ca2e22
commit
28d707c1ce
@ -32,7 +32,11 @@
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</Button>
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</template>
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</Dropdown>
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<Button label="Convert to Deal" variant="solid" @click="convertToDeal" />
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<Button
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label="Convert to Deal"
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variant="solid"
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@click="showConvertToDealModal = true"
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/>
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</template>
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</LayoutHeader>
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<div v-if="lead?.data" class="flex h-full overflow-hidden">
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@ -175,6 +179,68 @@
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v-model="showAssignmentModal"
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v-model:assignees="lead.data._assignedTo"
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/>
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<Dialog
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v-model="showConvertToDealModal"
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:options="{
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title: 'Convert to Deal',
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size: 'xl',
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actions: [
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{
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label: 'Convert',
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variant: 'solid',
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onClick: convertToDeal,
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},
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],
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}"
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>
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<template #body-content>
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<div class="mb-4 flex items-center gap-2 text-gray-600">
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<OrganizationsIcon class="h-4 w-4" />
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<label class="block text-base"> Organization </label>
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</div>
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<div class="ml-6">
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<div class="flex items-center justify-between text-base">
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<div>Choose Existing</div>
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<Switch v-model="existingOrganizationChecked" />
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</div>
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<Link
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v-if="existingOrganizationChecked"
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class="form-control mt-2.5"
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variant="outline"
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size="md"
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:value="existingOrganization"
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doctype="CRM Organization"
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@change="(data) => (existingOrganization = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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New organization will be created based on the data in details section
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</div>
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</div>
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<div class="mb-4 mt-6 flex items-center gap-2 text-gray-600">
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<ContactsIcon class="h-4 w-4" />
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<label class="block text-base"> Contact </label>
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</div>
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<div class="ml-6">
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<div class="flex items-center justify-between text-base">
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<div>Choose Existing</div>
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<Switch v-model="existingContactChecked" />
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</div>
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<Link
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v-if="existingContactChecked"
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class="form-control mt-2.5"
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variant="outline"
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size="md"
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:value="existingContact"
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doctype="Contact"
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@change="(data) => (existingContact = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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New contact will be created based on the person's details
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</div>
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</div>
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</template>
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</Dialog>
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</template>
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<script setup>
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import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
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@ -185,11 +251,14 @@ import NoteIcon from '@/components/Icons/NoteIcon.vue'
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import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import CameraIcon from '@/components/Icons/CameraIcon.vue'
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import LinkIcon from '@/components/Icons/LinkIcon.vue'
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import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
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import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Activities from '@/components/Activities.vue'
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import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
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import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
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import MultipleAvatar from '@/components/MultipleAvatar.vue'
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import Link from '@/components/Controls/Link.vue'
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import Section from '@/components/Section.vue'
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import SectionFields from '@/components/SectionFields.vue'
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import SLASection from '@/components/SLASection.vue'
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@ -211,6 +280,7 @@ import {
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Tooltip,
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Avatar,
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Tabs,
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Switch,
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Breadcrumbs,
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call,
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} from 'frappe-ui'
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@ -218,8 +288,8 @@ import { ref, computed } from 'vue'
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import { useRouter } from 'vue-router'
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const { $dialog } = globalStore()
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const { contacts } = contactsStore()
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const { organizations, getOrganization } = organizationsStore()
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const { getContactByName, contacts } = contactsStore()
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const { organizations } = organizationsStore()
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const { statusOptions, getLeadStatus } = statusesStore()
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const router = useRouter()
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@ -253,14 +323,10 @@ const showOrganizationModal = ref(false)
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const showAssignmentModal = ref(false)
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const _organization = ref({})
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const organization = computed(() => {
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return lead.data?.organization && getOrganization(lead.data.organization)
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})
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function updateLead(fieldname, value, callback) {
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value = Array.isArray(fieldname) ? '' : value
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if (validateRequired(fieldname, value)) return
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if (!Array.isArray(fieldname) && validateRequired(fieldname, value)) return
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createResource({
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url: 'frappe.client.set_value',
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@ -352,16 +418,6 @@ const detailSections = computed(() => {
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return data.doctype_fields
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})
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async function convertToDeal() {
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let deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
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lead: lead.data.name,
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})
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if (deal) {
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await contacts.reload()
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router.push({ name: 'Deal', params: { dealId: deal } })
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}
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}
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function updateField(name, value, callback) {
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updateLead(name, value, () => {
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lead.data[name] = value
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@ -376,4 +432,82 @@ async function deleteLead(name) {
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})
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router.push({ name: 'Leads' })
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}
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// Convert to Deal
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const showConvertToDealModal = ref(false)
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const existingContactChecked = ref(false)
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const existingOrganizationChecked = ref(false)
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const existingContact = ref('')
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const existingOrganization = ref('')
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async function convertToDeal(updated) {
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let valueUpdated = false
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if (existingContactChecked.value && !existingContact.value) {
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createToast({
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title: 'Error',
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text: 'Please select an existing contact',
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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return
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}
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if (existingOrganizationChecked.value && !existingOrganization.value) {
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createToast({
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title: 'Error',
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text: 'Please select an existing organization',
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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return
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}
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if (existingContactChecked.value && existingContact.value) {
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lead.data.salutation = getContactByName(existingContact.value).salutation
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lead.data.first_name = getContactByName(existingContact.value).first_name
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lead.data.last_name = getContactByName(existingContact.value).last_name
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lead.data.email_id = getContactByName(existingContact.value).email_id
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lead.data.mobile_no = getContactByName(existingContact.value).mobile_no
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existingContactChecked.value = false
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valueUpdated = true
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}
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if (existingOrganizationChecked.value && existingOrganization.value) {
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lead.data.organization = existingOrganization.value
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existingOrganizationChecked.value = false
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valueUpdated = true
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}
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if (valueUpdated) {
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updateLead(
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{
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salutation: lead.data.salutation,
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first_name: lead.data.first_name,
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last_name: lead.data.last_name,
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email_id: lead.data.email_id,
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mobile_no: lead.data.mobile_no,
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organization: lead.data.organization,
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},
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'',
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() => convertToDeal(true)
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)
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showConvertToDealModal.value = false
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} else {
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let deal = await call(
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'crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal',
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{
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lead: lead.data.name,
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}
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)
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if (deal) {
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if (updated) {
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await organizations.reload()
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await contacts.reload()
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}
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router.push({ name: 'Deal', params: { dealId: deal } })
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}
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}
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}
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</script>
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