Merge pull request #240 from shariquerik/contextual-configuration
feat: show quick entry/side panel layout edit button on modal/side panel and remove from settings
This commit is contained in:
Shariq Ansari
GitHub
commit
5a8a49939a
@ -10,10 +10,10 @@
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</div>
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<div class="flex items-center gap-1">
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<Button
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v-if="detailMode"
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v-if="isManager() || detailMode"
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variant="ghost"
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class="w-7"
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@click="detailMode = false"
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@click="detailMode ? (detailMode = false) : openQuickEntryModal()"
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>
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<EditIcon class="h-4 w-4" />
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</Button>
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@ -91,8 +91,9 @@ import AddressIcon from '@/components/Icons/AddressIcon.vue'
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import CertificateIcon from '@/components/Icons/CertificateIcon.vue'
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import EditIcon from '@/components/Icons/EditIcon.vue'
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import Dropdown from '@/components/frappe-ui/Dropdown.vue'
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import { usersStore } from '@/stores/users'
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import { call, createResource } from 'frappe-ui'
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import { ref, nextTick, watch, computed, h } from 'vue'
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import { ref, nextTick, watch, computed } from 'vue'
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import { createToast } from '@/utils'
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import { useRouter } from 'vue-router'
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@ -111,6 +112,8 @@ const props = defineProps({
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},
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})
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const { isManager } = usersStore()
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const router = useRouter()
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const show = defineModel()
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@ -237,7 +240,7 @@ const detailFields = computed(() => {
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const sections = createResource({
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url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
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cache: ['quickEntryFields', 'Contact'],
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params: { doctype: 'Contact', type: 'Quick Entry'},
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params: { doctype: 'Contact', type: 'Quick Entry' },
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auto: true,
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})
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@ -273,7 +276,7 @@ const filteredSections = computed(() => {
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onDelete: async (option, isNew) => {
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props.contact.data.email_ids =
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props.contact.data.email_ids.filter(
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(email) => email.name !== option.name
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(email) => email.name !== option.name,
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)
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!isNew && (await deleteOption('Contact Email', option.name))
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if (_contact.value.email_id === option.value) {
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@ -281,7 +284,7 @@ const filteredSections = computed(() => {
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_contact.value.email_id = ''
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} else {
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_contact.value.email_id = props.contact.data.email_ids.find(
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(email) => email.is_primary
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(email) => email.is_primary,
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)?.email_id
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}
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}
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@ -296,7 +299,10 @@ const filteredSections = computed(() => {
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isNew: true,
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})
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}
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} else if (field.name == 'mobile_no' || field.name == 'actual_mobile_no') {
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} else if (
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field.name == 'mobile_no' ||
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field.name == 'actual_mobile_no'
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) {
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field.type = props.contact?.data?.name ? 'Dropdown' : 'Data'
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field.name = 'actual_mobile_no'
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field.options =
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@ -323,7 +329,7 @@ const filteredSections = computed(() => {
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onDelete: async (option, isNew) => {
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props.contact.data.phone_nos =
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props.contact.data.phone_nos.filter(
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(phone) => phone.name !== option.name
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(phone) => phone.name !== option.name,
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)
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!isNew && (await deleteOption('Contact Phone', option.name))
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if (_contact.value.actual_mobile_no === option.value) {
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@ -332,7 +338,7 @@ const filteredSections = computed(() => {
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} else {
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_contact.value.actual_mobile_no =
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props.contact.data.phone_nos.find(
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(phone) => phone.is_primary_mobile_no
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(phone) => phone.is_primary_mobile_no,
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)?.phone
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}
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}
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@ -432,8 +438,17 @@ watch(
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editMode.value = true
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}
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})
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}
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},
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)
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const showQuickEntryModal = defineModel('quickEntry')
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function openQuickEntryModal() {
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showQuickEntryModal.value = true
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nextTick(() => {
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show.value = false
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})
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}
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</script>
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<style scoped>
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@ -1,56 +1,75 @@
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<template>
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<Dialog
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v-model="show"
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:options="{
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size: '3xl',
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title: __('Create Deal'),
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}"
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>
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<template #body-content>
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<div class="mb-4 grid grid-cols-1 gap-4 sm:grid-cols-3">
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Organization') }}</div>
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<Switch v-model="chooseExistingOrganization" />
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<Dialog v-model="show" :options="{ size: '3xl' }">
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<template #body>
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<div class="bg-white px-4 pb-6 pt-5 sm:px-6">
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<div class="mb-5 flex items-center justify-between">
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<div>
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<h3 class="text-2xl font-semibold leading-6 text-gray-900">
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{{ __('Create Deal') }}
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</h3>
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</div>
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<div class="flex items-center gap-1">
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<Button
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v-if="isManager()"
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variant="ghost"
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class="w-7"
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@click="openQuickEntryModal"
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>
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<EditIcon class="h-4 w-4" />
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</Button>
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<Button variant="ghost" class="w-7" @click="show = false">
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<FeatherIcon name="x" class="h-4 w-4" />
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</Button>
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</div>
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</div>
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Contact') }}</div>
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<Switch v-model="chooseExistingContact" />
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<div>
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<div class="mb-4 grid grid-cols-1 gap-4 sm:grid-cols-3">
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Organization') }}</div>
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<Switch v-model="chooseExistingOrganization" />
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</div>
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Contact') }}</div>
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<Switch v-model="chooseExistingContact" />
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</div>
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</div>
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<Fields
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v-if="filteredSections"
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class="border-t pt-4"
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:sections="filteredSections"
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:data="deal"
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/>
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</div>
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</div>
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<Fields
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v-if="filteredSections"
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class="border-t pt-4"
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:sections="filteredSections"
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:data="deal"
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/>
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</template>
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<template #actions>
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<div class="flex flex-row-reverse gap-2">
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<Button
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variant="solid"
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:label="__('Create')"
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:loading="isDealCreating"
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@click="createDeal"
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/>
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<div class="px-4 pb-7 pt-4 sm:px-6">
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<div class="flex flex-row-reverse gap-2">
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<Button
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variant="solid"
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:label="__('Create')"
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:loading="isDealCreating"
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@click="createDeal"
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/>
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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 EditIcon from '@/components/Icons/EditIcon.vue'
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import Fields from '@/components/Fields.vue'
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import { usersStore } from '@/stores/users'
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import { statusesStore } from '@/stores/statuses'
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import { Switch, createResource } from 'frappe-ui'
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import { computed, ref, reactive, onMounted } from 'vue'
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import { computed, ref, reactive, onMounted, nextTick } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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defaults: Object,
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})
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const { getUser } = usersStore()
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const { getUser, isManager } = usersStore()
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const { getDealStatus, statusOptions } = statusesStore()
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const show = defineModel()
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@ -83,7 +102,7 @@ const chooseExistingOrganization = ref(false)
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const sections = createResource({
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url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
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cache: ['quickEntryFields', 'CRM Deal'],
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params: { doctype: 'CRM Deal', type: 'Quick Entry'},
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params: { doctype: 'CRM Deal', type: 'Quick Entry' },
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auto: true,
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transform: (data) => {
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return data.forEach((section) => {
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@ -108,21 +127,21 @@ const filteredSections = computed(() => {
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if (chooseExistingOrganization.value) {
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_filteredSections.push(
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allSections.find((s) => s.label === 'Select Organization')
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allSections.find((s) => s.label === 'Select Organization'),
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)
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} else {
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_filteredSections.push(
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allSections.find((s) => s.label === 'Organization Details')
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allSections.find((s) => s.label === 'Organization Details'),
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)
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}
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if (chooseExistingContact.value) {
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_filteredSections.push(
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allSections.find((s) => s.label === 'Select Contact')
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allSections.find((s) => s.label === 'Select Contact'),
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)
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} else {
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_filteredSections.push(
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allSections.find((s) => s.label === 'Contact Details')
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allSections.find((s) => s.label === 'Contact Details'),
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)
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}
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@ -197,6 +216,15 @@ function createDeal() {
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})
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}
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const showQuickEntryModal = defineModel('quickEntry')
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function openQuickEntryModal() {
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showQuickEntryModal.value = true
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nextTick(() => {
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show.value = false
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})
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}
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onMounted(() => {
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Object.assign(deal, props.defaults)
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if (!deal.deal_owner) {
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@ -1,41 +1,60 @@
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<template>
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<Dialog
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v-model="show"
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:options="{
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size: '3xl',
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title: __('Create Lead'),
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}"
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>
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<template #body-content>
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<Fields v-if="sections.data" :sections="sections.data" :data="lead" />
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</template>
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<template #actions>
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<div class="flex flex-row-reverse gap-2">
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<Button
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variant="solid"
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:label="__('Create')"
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:loading="isLeadCreating"
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@click="createNewLead"
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/>
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<Dialog v-model="show" :options="{ size: '3xl' }">
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<template #body>
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<div class="bg-white px-4 pb-6 pt-5 sm:px-6">
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<div class="mb-5 flex items-center justify-between">
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<div>
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<h3 class="text-2xl font-semibold leading-6 text-gray-900">
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{{ __('Create Lead') }}
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</h3>
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</div>
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<div class="flex items-center gap-1">
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<Button
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v-if="isManager()"
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variant="ghost"
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class="w-7"
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@click="openQuickEntryModal"
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>
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<EditIcon class="h-4 w-4" />
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</Button>
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<Button variant="ghost" class="w-7" @click="show = false">
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<FeatherIcon name="x" class="h-4 w-4" />
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</Button>
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</div>
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</div>
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<div>
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<Fields v-if="sections.data" :sections="sections.data" :data="lead" />
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</div>
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</div>
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<div class="px-4 pb-7 pt-4 sm:px-6">
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<div class="flex flex-row-reverse gap-2">
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<Button
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variant="solid"
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:label="__('Create')"
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:loading="isLeadCreating"
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@click="createNewLead"
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/>
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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 EditIcon from '@/components/Icons/EditIcon.vue'
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import Fields from '@/components/Fields.vue'
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import { usersStore } from '@/stores/users'
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import { statusesStore } from '@/stores/statuses'
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import { createResource } from 'frappe-ui'
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import { computed, onMounted, ref, reactive } from 'vue'
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import { computed, onMounted, ref, reactive, nextTick } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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defaults: Object,
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})
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const { getUser } = usersStore()
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const { getUser, isManager } = usersStore()
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const { getLeadStatus, statusOptions } = statusesStore()
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const show = defineModel()
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@ -149,6 +168,15 @@ function createNewLead() {
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})
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}
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const showQuickEntryModal = defineModel('quickEntry')
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function openQuickEntryModal() {
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showQuickEntryModal.value = true
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nextTick(() => {
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show.value = false
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})
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}
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onMounted(() => {
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Object.assign(lead, props.defaults)
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if (!lead.lead_owner) {
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@ -10,10 +10,10 @@
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</div>
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<div class="flex items-center gap-1">
|
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<Button
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v-if="detailMode"
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v-if="isManager() || detailMode"
|
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variant="ghost"
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class="w-7"
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@click="detailMode = false"
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@click="detailMode ? (detailMode = false) : openQuickEntryModal()"
|
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>
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<EditIcon class="h-4 w-4" />
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</Button>
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@ -65,6 +65,7 @@ import MoneyIcon from '@/components/Icons/MoneyIcon.vue'
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import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
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import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
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import TerritoryIcon from '@/components/Icons/TerritoryIcon.vue'
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import { usersStore } from '@/stores/users'
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import { formatNumberIntoCurrency } from '@/utils'
|
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import { call, FeatherIcon, createResource } from 'frappe-ui'
|
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import { ref, nextTick, watch, computed, h } from 'vue'
|
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@ -81,6 +82,8 @@ const props = defineProps({
|
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},
|
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})
|
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|
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const { isManager } = usersStore()
|
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|
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const router = useRouter()
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const show = defineModel()
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const organization = defineModel('organization')
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@ -253,4 +256,13 @@ watch(
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})
|
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},
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)
|
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const showQuickEntryModal = defineModel('quickEntry')
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|
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function openQuickEntryModal() {
|
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showQuickEntryModal.value = true
|
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nextTick(() => {
|
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show.value = false
|
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})
|
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}
|
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</script>
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|
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@ -1,113 +0,0 @@
|
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<template>
|
||||
<div class="flex flex-col overflow-hidden">
|
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<div class="flex flex-col gap-2 p-8 pb-5">
|
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<h2 class="flex gap-2 text-xl font-semibold leading-none h-5 mb-4">
|
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<div>{{ __('Quick Entry Layout') }}</div>
|
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<Badge
|
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v-if="dirty"
|
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:label="__('Not Saved')"
|
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variant="subtle"
|
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theme="orange"
|
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/>
|
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</h2>
|
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<div class="flex gap-6 items-end">
|
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<FormControl
|
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class="flex-1"
|
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type="select"
|
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v-model="doctype"
|
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:label="__('DocType')"
|
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:options="['CRM Lead', 'CRM Deal', 'Contact', 'CRM Organization']"
|
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@change="reload"
|
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/>
|
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<div class="flex flex-row-reverse gap-2">
|
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<Button
|
||||
:loading="loading"
|
||||
:label="__('Save')"
|
||||
variant="solid"
|
||||
@click="saveChanges"
|
||||
/>
|
||||
<Button :label="__('Reset')" @click="reload" />
|
||||
<Button
|
||||
:label="preview ? __('Hide Preview') : __('Show Preview')"
|
||||
@click="preview = !preview"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
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<div v-if="sections?.data" class="overflow-y-auto p-8 pt-3">
|
||||
<div
|
||||
class="rounded-xl h-full inline-block w-full px-4 pb-6 pt-5 sm:px-6 transform overflow-y-auto bg-white text-left align-middle shadow-xl transition-all"
|
||||
>
|
||||
<QuickEntryLayoutBuilder
|
||||
v-if="!preview"
|
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:sections="sections.data"
|
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:doctype="doctype"
|
||||
/>
|
||||
<Fields v-else :sections="sections.data" :data="{}" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
<script setup>
|
||||
import Fields from '@/components/Fields.vue'
|
||||
import QuickEntryLayoutBuilder from '@/components/Settings/QuickEntryLayoutBuilder.vue'
|
||||
import { useDebounceFn } from '@vueuse/core'
|
||||
import { Badge, call, createResource } from 'frappe-ui'
|
||||
import { ref, watch, onMounted } from 'vue'
|
||||
|
||||
const doctype = ref('CRM Lead')
|
||||
const loading = ref(false)
|
||||
const dirty = ref(false)
|
||||
const preview = ref(false)
|
||||
|
||||
function getParams() {
|
||||
return { doctype: doctype.value, type: 'Quick Entry' }
|
||||
}
|
||||
|
||||
const sections = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
|
||||
cache: ['quick-entry-sections', doctype.value],
|
||||
params: getParams(),
|
||||
onSuccess(data) {
|
||||
sections.originalData = JSON.parse(JSON.stringify(data))
|
||||
},
|
||||
})
|
||||
|
||||
watch(
|
||||
() => sections?.data,
|
||||
() => {
|
||||
dirty.value =
|
||||
JSON.stringify(sections?.data) !== JSON.stringify(sections?.originalData)
|
||||
},
|
||||
{ deep: true },
|
||||
)
|
||||
|
||||
onMounted(() => useDebounceFn(reload, 100)())
|
||||
|
||||
function reload() {
|
||||
sections.params = getParams()
|
||||
sections.reload()
|
||||
}
|
||||
|
||||
function saveChanges() {
|
||||
let _sections = JSON.parse(JSON.stringify(sections.data))
|
||||
_sections.forEach((section) => {
|
||||
if (!section.fields) return
|
||||
section.fields = section.fields.map(
|
||||
(field) => field.fieldname || field.name,
|
||||
)
|
||||
})
|
||||
loading.value = true
|
||||
call(
|
||||
'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.save_fields_layout',
|
||||
{
|
||||
doctype: doctype.value,
|
||||
type: 'Quick Entry',
|
||||
layout: JSON.stringify(_sections),
|
||||
},
|
||||
).then(() => {
|
||||
loading.value = false
|
||||
reload()
|
||||
})
|
||||
}
|
||||
</script>
|
||||
127
frontend/src/components/Settings/QuickEntryModal.vue
Normal file
127
frontend/src/components/Settings/QuickEntryModal.vue
Normal file
@ -0,0 +1,127 @@
|
||||
<template>
|
||||
<Dialog v-model="show" :options="{ size: '3xl' }">
|
||||
<template #body>
|
||||
<div class="flex flex-col overflow-hidden h-[calc(100vh_-_8rem)]">
|
||||
<div class="flex flex-col gap-2 p-8 pb-5">
|
||||
<h2 class="flex gap-2 text-xl font-semibold leading-none h-5 mb-4">
|
||||
<div>{{ __('Edit Quick Entry Layout') }}</div>
|
||||
<Badge
|
||||
v-if="dirty"
|
||||
:label="__('Not Saved')"
|
||||
variant="subtle"
|
||||
theme="orange"
|
||||
/>
|
||||
</h2>
|
||||
<div class="flex gap-6 items-end">
|
||||
<FormControl
|
||||
class="flex-1"
|
||||
type="select"
|
||||
v-model="_doctype"
|
||||
:label="__('DocType')"
|
||||
:options="['CRM Lead', 'CRM Deal', 'Contact', 'CRM Organization']"
|
||||
@change="reload"
|
||||
/>
|
||||
<div class="flex flex-row-reverse gap-2">
|
||||
<Button
|
||||
:loading="loading"
|
||||
:label="__('Save')"
|
||||
variant="solid"
|
||||
@click="saveChanges"
|
||||
/>
|
||||
<Button :label="__('Reset')" @click="reload" />
|
||||
<Button
|
||||
:label="preview ? __('Hide Preview') : __('Show Preview')"
|
||||
@click="preview = !preview"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div v-if="sections?.data" class="overflow-y-auto p-8 pt-3">
|
||||
<div
|
||||
class="rounded-xl h-full inline-block w-full px-4 pb-6 pt-5 sm:px-6 transform overflow-y-auto bg-white text-left align-middle shadow-xl transition-all"
|
||||
>
|
||||
<QuickEntryLayoutBuilder
|
||||
v-if="!preview"
|
||||
:sections="sections.data"
|
||||
:doctype="_doctype"
|
||||
/>
|
||||
<Fields v-else :sections="sections.data" :data="{}" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
</template>
|
||||
<script setup>
|
||||
import Fields from '@/components/Fields.vue'
|
||||
import QuickEntryLayoutBuilder from '@/components/Settings/QuickEntryLayoutBuilder.vue'
|
||||
import { useDebounceFn } from '@vueuse/core'
|
||||
import { Dialog, Badge, call, createResource } from 'frappe-ui'
|
||||
import { ref, watch, onMounted, nextTick } from 'vue'
|
||||
|
||||
const props = defineProps({
|
||||
doctype: {
|
||||
type: String,
|
||||
default: 'CRM Lead',
|
||||
},
|
||||
})
|
||||
|
||||
const show = defineModel()
|
||||
const _doctype = ref(props.doctype)
|
||||
const loading = ref(false)
|
||||
const dirty = ref(false)
|
||||
const preview = ref(false)
|
||||
|
||||
function getParams() {
|
||||
return { doctype: _doctype.value, type: 'Quick Entry' }
|
||||
}
|
||||
|
||||
const sections = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
|
||||
cache: ['quick-entry-sections', _doctype.value],
|
||||
params: getParams(),
|
||||
onSuccess(data) {
|
||||
sections.originalData = JSON.parse(JSON.stringify(data))
|
||||
},
|
||||
})
|
||||
|
||||
watch(
|
||||
() => sections?.data,
|
||||
() => {
|
||||
dirty.value =
|
||||
JSON.stringify(sections?.data) !== JSON.stringify(sections?.originalData)
|
||||
},
|
||||
{ deep: true },
|
||||
)
|
||||
|
||||
onMounted(() => useDebounceFn(reload, 100)())
|
||||
|
||||
function reload() {
|
||||
nextTick(() => {
|
||||
sections.params = getParams()
|
||||
sections.reload()
|
||||
})
|
||||
}
|
||||
|
||||
function saveChanges() {
|
||||
let _sections = JSON.parse(JSON.stringify(sections.data))
|
||||
_sections.forEach((section) => {
|
||||
if (!section.fields) return
|
||||
section.fields = section.fields.map(
|
||||
(field) => field.fieldname || field.name,
|
||||
)
|
||||
})
|
||||
loading.value = true
|
||||
call(
|
||||
'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.save_fields_layout',
|
||||
{
|
||||
doctype: _doctype.value,
|
||||
type: 'Quick Entry',
|
||||
layout: JSON.stringify(_sections),
|
||||
},
|
||||
).then(() => {
|
||||
loading.value = false
|
||||
reload()
|
||||
})
|
||||
}
|
||||
</script>
|
||||
@ -40,15 +40,12 @@
|
||||
import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
|
||||
import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
|
||||
import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
|
||||
import RightSideLayoutIcon from '@/components/Icons/RightSideLayoutIcon.vue'
|
||||
import ProfileSettings from '@/components/Settings/ProfileSettings.vue'
|
||||
import WhatsAppSettings from '@/components/Settings/WhatsAppSettings.vue'
|
||||
import TwilioSettings from '@/components/Settings/TwilioSettings.vue'
|
||||
import SidebarFieldsLayout from '@/components/Settings/SidebarFieldsLayout.vue'
|
||||
import QuickEntryLayout from '@/components/Settings/QuickEntryLayout.vue'
|
||||
import SidebarLink from '@/components/SidebarLink.vue'
|
||||
import { isWhatsappInstalled } from '@/composables/settings'
|
||||
import { Dialog, FeatherIcon } from 'frappe-ui'
|
||||
import { Dialog } from 'frappe-ui'
|
||||
import { ref, markRaw, computed, h } from 'vue'
|
||||
|
||||
const show = defineModel()
|
||||
@ -82,21 +79,6 @@ const tabs = computed(() => {
|
||||
},
|
||||
],
|
||||
},
|
||||
{
|
||||
label: 'Customizations',
|
||||
items: [
|
||||
{
|
||||
label: 'Sidebar Fields Layout',
|
||||
icon: RightSideLayoutIcon,
|
||||
component: markRaw(SidebarFieldsLayout),
|
||||
},
|
||||
{
|
||||
label: 'Quick Entry Layout',
|
||||
icon: h(FeatherIcon, { name: 'grid' }),
|
||||
component: markRaw(QuickEntryLayout),
|
||||
},
|
||||
],
|
||||
},
|
||||
]
|
||||
|
||||
return _tabs.map((tab) => {
|
||||
|
||||
145
frontend/src/components/Settings/SidePanelModal.vue
Normal file
145
frontend/src/components/Settings/SidePanelModal.vue
Normal file
@ -0,0 +1,145 @@
|
||||
<template>
|
||||
<Dialog v-model="show" :options="{ size: '3xl' }">
|
||||
<template #body>
|
||||
<div ref="parentRef" class="flex h-[calc(100vh_-_8rem)]">
|
||||
<div class="flex-1 flex flex-col justify-between gap-2 p-8">
|
||||
<div class="flex flex-col gap-2">
|
||||
<h2 class="flex gap-2 text-xl font-semibold leading-none h-5 mb-4">
|
||||
<div>{{ __('Edit Fields Layout') }}</div>
|
||||
<Badge
|
||||
v-if="dirty"
|
||||
:label="__('Not Saved')"
|
||||
variant="subtle"
|
||||
theme="orange"
|
||||
/>
|
||||
</h2>
|
||||
<FormControl
|
||||
type="select"
|
||||
v-model="_doctype"
|
||||
:label="__('DocType')"
|
||||
:options="['CRM Lead', 'CRM Deal']"
|
||||
@change="reload"
|
||||
/>
|
||||
</div>
|
||||
<div class="flex flex-row-reverse gap-2">
|
||||
<Button
|
||||
:loading="loading"
|
||||
:label="__('Save')"
|
||||
variant="solid"
|
||||
@click="saveChanges"
|
||||
/>
|
||||
<Button :label="__('Reset')" @click="reload" />
|
||||
<Button
|
||||
:label="preview ? __('Hide Preview') : __('Show Preview')"
|
||||
@click="preview = !preview"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<Resizer
|
||||
v-if="sections.data"
|
||||
class="flex flex-col justify-between border-l"
|
||||
:parent="parentRef"
|
||||
side="right"
|
||||
>
|
||||
<div class="flex flex-1 flex-col justify-between overflow-hidden">
|
||||
<div class="flex flex-col overflow-y-auto">
|
||||
<SidePanelLayoutBuilder
|
||||
v-if="!preview"
|
||||
:sections="sections.data"
|
||||
:doctype="_doctype"
|
||||
/>
|
||||
<div
|
||||
v-else
|
||||
v-for="(section, i) in sections.data"
|
||||
:key="section.label"
|
||||
class="flex flex-col p-3"
|
||||
:class="{ 'border-b': i !== sections.data.length - 1 }"
|
||||
>
|
||||
<Section :is-opened="section.opened" :label="section.label">
|
||||
<SectionFields :fields="section.fields" v-model="data" />
|
||||
</Section>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</Resizer>
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
</template>
|
||||
<script setup>
|
||||
import Section from '@/components/Section.vue'
|
||||
import SectionFields from '@/components/SectionFields.vue'
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
import SidePanelLayoutBuilder from '@/components/Settings/SidePanelLayoutBuilder.vue'
|
||||
import { useDebounceFn } from '@vueuse/core'
|
||||
import { Dialog, Badge, call, createResource } from 'frappe-ui'
|
||||
import { ref, watch, onMounted, nextTick } from 'vue'
|
||||
|
||||
const props = defineProps({
|
||||
doctype: {
|
||||
type: String,
|
||||
default: 'CRM Lead',
|
||||
},
|
||||
})
|
||||
|
||||
const show = defineModel()
|
||||
const _doctype = ref(props.doctype)
|
||||
const parentRef = ref(null)
|
||||
const loading = ref(false)
|
||||
const dirty = ref(false)
|
||||
const preview = ref(false)
|
||||
const data = ref({})
|
||||
|
||||
function getParams() {
|
||||
return { doctype: _doctype.value, type: 'Side Panel' }
|
||||
}
|
||||
|
||||
const sections = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
|
||||
cache: ['sidebar-sections', _doctype.value],
|
||||
params: getParams(),
|
||||
onSuccess(data) {
|
||||
sections.originalData = JSON.parse(JSON.stringify(data))
|
||||
},
|
||||
})
|
||||
|
||||
watch(
|
||||
() => sections?.data,
|
||||
() => {
|
||||
dirty.value =
|
||||
JSON.stringify(sections?.data) !== JSON.stringify(sections?.originalData)
|
||||
},
|
||||
{ deep: true },
|
||||
)
|
||||
|
||||
onMounted(() => useDebounceFn(reload, 100)())
|
||||
|
||||
function reload() {
|
||||
nextTick(() => {
|
||||
sections.params = getParams()
|
||||
sections.reload()
|
||||
})
|
||||
}
|
||||
|
||||
function saveChanges() {
|
||||
let _sections = JSON.parse(JSON.stringify(sections.data))
|
||||
_sections.forEach((section) => {
|
||||
if (!section.fields) return
|
||||
section.fields = section.fields.map(
|
||||
(field) => field.fieldname || field.name,
|
||||
)
|
||||
})
|
||||
loading.value = true
|
||||
call(
|
||||
'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.save_fields_layout',
|
||||
{
|
||||
doctype: _doctype.value,
|
||||
type: 'Side Panel',
|
||||
layout: JSON.stringify(_sections),
|
||||
},
|
||||
).then(() => {
|
||||
loading.value = false
|
||||
reload()
|
||||
})
|
||||
}
|
||||
</script>
|
||||
@ -204,9 +204,15 @@
|
||||
</div>
|
||||
<ContactModal
|
||||
v-model="showContactModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
:contact="contact"
|
||||
:options="{ detailMode }"
|
||||
/>
|
||||
<QuickEntryModal
|
||||
v-if="showQuickEntryModal"
|
||||
v-model="showQuickEntryModal"
|
||||
doctype="Contact"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -228,6 +234,7 @@ import CameraIcon from '@/components/Icons/CameraIcon.vue'
|
||||
import DealsIcon from '@/components/Icons/DealsIcon.vue'
|
||||
import DealsListView from '@/components/ListViews/DealsListView.vue'
|
||||
import ContactModal from '@/components/Modals/ContactModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import {
|
||||
dateFormat,
|
||||
dateTooltipFormat,
|
||||
@ -258,6 +265,7 @@ const props = defineProps({
|
||||
const router = useRouter()
|
||||
|
||||
const showContactModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
const detailMode = ref(false)
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
|
||||
@ -59,7 +59,16 @@
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
<ContactModal v-model="showContactModal" :contact="{}" />
|
||||
<ContactModal
|
||||
v-model="showContactModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
:contact="{}"
|
||||
/>
|
||||
<QuickEntryModal
|
||||
v-if="showQuickEntryModal"
|
||||
v-model="showQuickEntryModal"
|
||||
doctype="Contact"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -67,6 +76,7 @@ import CustomActions from '@/components/CustomActions.vue'
|
||||
import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import ContactModal from '@/components/Modals/ContactModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import ContactsListView from '@/components/ListViews/ContactsListView.vue'
|
||||
import ViewControls from '@/components/ViewControls.vue'
|
||||
import { Breadcrumbs } from 'frappe-ui'
|
||||
@ -79,6 +89,7 @@ const { getOrganization } = organizationsStore()
|
||||
const route = useRoute()
|
||||
|
||||
const showContactModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
|
||||
const currentContact = computed(() => {
|
||||
return contacts.value?.data?.data?.find(
|
||||
|
||||
@ -146,6 +146,16 @@
|
||||
</template>
|
||||
</Link>
|
||||
</div>
|
||||
<Button
|
||||
v-else-if="
|
||||
((!section.contacts && i == 1) || i == 0) && isManager()
|
||||
"
|
||||
variant="ghost"
|
||||
class="w-7 mr-2"
|
||||
@click="showSidePanelModal = true"
|
||||
>
|
||||
<EditIcon class="h-4 w-4" />
|
||||
</Button>
|
||||
</template>
|
||||
<SectionFields
|
||||
v-if="section.fields"
|
||||
@ -284,10 +294,16 @@
|
||||
:doc="deal.data"
|
||||
doctype="CRM Deal"
|
||||
/>
|
||||
<SidePanelModal
|
||||
v-if="showSidePanelModal"
|
||||
v-model="showSidePanelModal"
|
||||
doctype="CRM Deal"
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
import LoadingIndicator from '@/components/Icons/LoadingIndicator.vue'
|
||||
import EditIcon from '@/components/Icons/EditIcon.vue'
|
||||
import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
|
||||
import EmailIcon from '@/components/Icons/EmailIcon.vue'
|
||||
import CommentIcon from '@/components/Icons/CommentIcon.vue'
|
||||
@ -305,6 +321,7 @@ import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
|
||||
import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
|
||||
import MultipleAvatar from '@/components/MultipleAvatar.vue'
|
||||
import ContactModal from '@/components/Modals/ContactModal.vue'
|
||||
import SidePanelModal from '@/components/Settings/SidePanelModal.vue'
|
||||
import Link from '@/components/Controls/Link.vue'
|
||||
import Section from '@/components/Section.vue'
|
||||
import SectionFields from '@/components/SectionFields.vue'
|
||||
@ -321,6 +338,7 @@ import {
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { organizationsStore } from '@/stores/organizations'
|
||||
import { statusesStore } from '@/stores/statuses'
|
||||
import { usersStore } from '@/stores/users'
|
||||
import { whatsappEnabled, callEnabled } from '@/composables/settings'
|
||||
import {
|
||||
createResource,
|
||||
@ -337,6 +355,7 @@ import { useRouter } from 'vue-router'
|
||||
const { $dialog, makeCall } = globalStore()
|
||||
const { organizations, getOrganization } = organizationsStore()
|
||||
const { statusOptions, getDealStatus } = statusesStore()
|
||||
const { isManager } = usersStore()
|
||||
const router = useRouter()
|
||||
|
||||
const props = defineProps({
|
||||
@ -372,6 +391,7 @@ onMounted(() => {
|
||||
const reload = ref(false)
|
||||
const showOrganizationModal = ref(false)
|
||||
const showAssignmentModal = ref(false)
|
||||
const showSidePanelModal = ref(false)
|
||||
const _organization = ref({})
|
||||
|
||||
const organization = computed(() => {
|
||||
|
||||
@ -234,6 +234,7 @@
|
||||
<DealModal
|
||||
v-if="showDealModal"
|
||||
v-model="showDealModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
:defaults="defaults"
|
||||
/>
|
||||
<NoteModal
|
||||
@ -250,6 +251,11 @@
|
||||
doctype="CRM Deal"
|
||||
:doc="docname"
|
||||
/>
|
||||
<QuickEntryModal
|
||||
v-if="showQuickEntryModal"
|
||||
v-model="showQuickEntryModal"
|
||||
doctype="CRM Deal"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -268,6 +274,7 @@ import KanbanView from '@/components/Kanban/KanbanView.vue'
|
||||
import DealModal from '@/components/Modals/DealModal.vue'
|
||||
import NoteModal from '@/components/Modals/NoteModal.vue'
|
||||
import TaskModal from '@/components/Modals/TaskModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import ViewControls from '@/components/ViewControls.vue'
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { usersStore } from '@/stores/users'
|
||||
@ -296,6 +303,7 @@ const route = useRoute()
|
||||
|
||||
const dealsListView = ref(null)
|
||||
const showDealModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
|
||||
const defaults = reactive({})
|
||||
|
||||
|
||||
@ -178,6 +178,15 @@
|
||||
v-model="lead.data"
|
||||
@update="updateField"
|
||||
/>
|
||||
<template v-if="i == 0 && isManager()" #actions>
|
||||
<Button
|
||||
variant="ghost"
|
||||
class="w-7 mr-2"
|
||||
@click="showSidePanelModal = true"
|
||||
>
|
||||
<EditIcon class="h-4 w-4" />
|
||||
</Button>
|
||||
</template>
|
||||
</Section>
|
||||
</div>
|
||||
</div>
|
||||
@ -227,7 +236,7 @@
|
||||
<div v-else class="mt-2.5 text-base">
|
||||
{{
|
||||
__(
|
||||
'New organization will be created based on the data in details section'
|
||||
'New organization will be created based on the data in details section',
|
||||
)
|
||||
}}
|
||||
</div>
|
||||
@ -257,9 +266,11 @@
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
<SidePanelModal v-if="showSidePanelModal" v-model="showSidePanelModal" />
|
||||
</template>
|
||||
<script setup>
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
import EditIcon from '@/components/Icons/EditIcon.vue'
|
||||
import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
|
||||
import EmailIcon from '@/components/Icons/EmailIcon.vue'
|
||||
import CommentIcon from '@/components/Icons/CommentIcon.vue'
|
||||
@ -275,6 +286,7 @@ import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import Activities from '@/components/Activities.vue'
|
||||
import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
|
||||
import SidePanelModal from '@/components/Settings/SidePanelModal.vue'
|
||||
import MultipleAvatar from '@/components/MultipleAvatar.vue'
|
||||
import Link from '@/components/Controls/Link.vue'
|
||||
import Section from '@/components/Section.vue'
|
||||
@ -293,6 +305,7 @@ import { globalStore } from '@/stores/global'
|
||||
import { contactsStore } from '@/stores/contacts'
|
||||
import { organizationsStore } from '@/stores/organizations'
|
||||
import { statusesStore } from '@/stores/statuses'
|
||||
import { usersStore } from '@/stores/users'
|
||||
import { whatsappEnabled, callEnabled } from '@/composables/settings'
|
||||
import {
|
||||
createResource,
|
||||
@ -312,6 +325,7 @@ const { $dialog, makeCall } = globalStore()
|
||||
const { getContactByName, contacts } = contactsStore()
|
||||
const { organizations } = organizationsStore()
|
||||
const { statusOptions, getLeadStatus } = statusesStore()
|
||||
const { isManager } = usersStore()
|
||||
const route = useRoute()
|
||||
const router = useRouter()
|
||||
|
||||
@ -347,6 +361,7 @@ onMounted(() => {
|
||||
|
||||
const reload = ref(false)
|
||||
const showAssignmentModal = ref(false)
|
||||
const showSidePanelModal = ref(false)
|
||||
|
||||
function updateLead(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
@ -454,7 +469,7 @@ const tabs = computed(() => {
|
||||
watch(tabs, (value) => {
|
||||
if (value && route.params.tabName) {
|
||||
let index = value.findIndex(
|
||||
(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase()
|
||||
(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase(),
|
||||
)
|
||||
if (index !== -1) {
|
||||
tabIndex.value = index
|
||||
@ -549,7 +564,7 @@ async function convertToDeal(updated) {
|
||||
organization: lead.data.organization,
|
||||
},
|
||||
'',
|
||||
() => convertToDeal(true)
|
||||
() => convertToDeal(true),
|
||||
)
|
||||
showConvertToDealModal.value = false
|
||||
} else {
|
||||
@ -557,7 +572,7 @@ async function convertToDeal(updated) {
|
||||
'crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal',
|
||||
{
|
||||
lead: lead.data.name,
|
||||
}
|
||||
},
|
||||
)
|
||||
if (deal) {
|
||||
if (updated) {
|
||||
|
||||
@ -260,6 +260,7 @@
|
||||
<LeadModal
|
||||
v-if="showLeadModal"
|
||||
v-model="showLeadModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
:defaults="defaults"
|
||||
/>
|
||||
<NoteModal
|
||||
@ -276,6 +277,7 @@
|
||||
doctype="CRM Lead"
|
||||
:doc="docname"
|
||||
/>
|
||||
<QuickEntryModal v-if="showQuickEntryModal" v-model="showQuickEntryModal" />
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -294,6 +296,7 @@ import KanbanView from '@/components/Kanban/KanbanView.vue'
|
||||
import LeadModal from '@/components/Modals/LeadModal.vue'
|
||||
import NoteModal from '@/components/Modals/NoteModal.vue'
|
||||
import TaskModal from '@/components/Modals/TaskModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import ViewControls from '@/components/ViewControls.vue'
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { usersStore } from '@/stores/users'
|
||||
@ -316,6 +319,7 @@ const route = useRoute()
|
||||
|
||||
const leadsListView = ref(null)
|
||||
const showLeadModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
|
||||
const defaults = reactive({})
|
||||
|
||||
|
||||
@ -214,9 +214,15 @@
|
||||
</div>
|
||||
<OrganizationModal
|
||||
v-model="showOrganizationModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
v-model:organization="organization"
|
||||
:options="{ detailMode }"
|
||||
/>
|
||||
<QuickEntryModal
|
||||
v-if="showQuickEntryModal"
|
||||
v-model="showQuickEntryModal"
|
||||
doctype="CRM Organization"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -232,6 +238,7 @@ import {
|
||||
} from 'frappe-ui'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import DealsListView from '@/components/ListViews/DealsListView.vue'
|
||||
import ContactsListView from '@/components/ListViews/ContactsListView.vue'
|
||||
import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
|
||||
@ -263,6 +270,7 @@ const props = defineProps({
|
||||
const { $dialog } = globalStore()
|
||||
const { getDealStatus } = statusesStore()
|
||||
const showOrganizationModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
const detailMode = ref(false)
|
||||
|
||||
const router = useRouter()
|
||||
|
||||
@ -59,13 +59,22 @@
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
<OrganizationModal v-model="showOrganizationModal" />
|
||||
<OrganizationModal
|
||||
v-model="showOrganizationModal"
|
||||
v-model:quickEntry="showQuickEntryModal"
|
||||
/>
|
||||
<QuickEntryModal
|
||||
v-if="showQuickEntryModal"
|
||||
v-model="showQuickEntryModal"
|
||||
doctype="CRM Organization"
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import CustomActions from '@/components/CustomActions.vue'
|
||||
import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
|
||||
import QuickEntryModal from '@/components/Settings/QuickEntryModal.vue'
|
||||
import OrganizationsListView from '@/components/ListViews/OrganizationsListView.vue'
|
||||
import ViewControls from '@/components/ViewControls.vue'
|
||||
import { Breadcrumbs } from 'frappe-ui'
|
||||
@ -82,6 +91,7 @@ const route = useRoute()
|
||||
|
||||
const organizationsListView = ref(null)
|
||||
const showOrganizationModal = ref(false)
|
||||
const showQuickEntryModal = ref(false)
|
||||
|
||||
const currentOrganization = computed(() => {
|
||||
return organizations.value?.data?.data?.find(
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user