fix: show/add/delete note in lead/deal notes tab
This commit is contained in:
Shariq Ansari
parent
6e10297836
commit
80abbf9ed7
@ -8,7 +8,8 @@
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"engine": "InnoDB",
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"field_order": [
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"title",
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"content"
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"content",
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"lead"
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],
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"fields": [
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{
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@ -24,11 +25,17 @@
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Content"
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},
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{
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"fieldname": "lead",
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"fieldtype": "Link",
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"label": "Lead",
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"options": "CRM Lead"
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}
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],
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2023-08-26 12:06:59.674655",
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"modified": "2023-08-26 19:09:21.850043",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "CRM Note",
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@ -1,9 +1,65 @@
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<template>
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<div class="p-5 flex items-center justify-between font-medium text-lg">
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<div>{{ title }}</div>
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<Button
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v-if="title == 'Calls'"
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variant="solid"
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label="Make a call"
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@click="emit('makeCall')"
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/>
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<Button
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v-else-if="title == 'Notes'"
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variant="solid"
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label="Create note"
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@click="emit('makeNote')"
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/>
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</div>
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<div>
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<div v-for="(activity, i) in activities">
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<div v-if="activities.length">
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<div v-if="title == 'Notes'" class="grid grid-cols-2 gap-4 p-5 pt-0">
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<div
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v-for="note in activities"
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class="group flex flex-col justify-between gap-2 px-4 py-3 border rounded-lg h-40 shadow-sm hover:bg-gray-50 cursor-pointer"
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@click="emit('makeNote', note)"
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>
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<div class="flex items-center justify-between">
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<div class="text-lg font-medium truncate">
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{{ note.title }}
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</div>
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<Dropdown
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:options="[
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{
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icon: 'trash-2',
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label: 'Delete',
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onClick: () => emit('deleteNote', note.name),
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},
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]"
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@click.stop
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>
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<Button
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icon="more-horizontal"
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variant="ghosted"
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class="hover:bg-white"
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/>
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</Dropdown>
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</div>
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<div
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class="flex-1 text-base leading-5 text-gray-700 overflow-hidden"
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v-html="note.content"
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/>
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<div class="flex items-center justify-between gap-2">
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<div class="flex items-center gap-2">
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<UserAvatar :user="note.owner" size="xs" />
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<div class="text-sm text-gray-800">
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{{ note.owner }}
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</div>
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</div>
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<div class="text-sm text-gray-700">
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{{ timeAgo(note.modified) }}
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</div>
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</div>
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</div>
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</div>
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<div v-else v-for="(activity, i) in activities">
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<div class="grid grid-cols-[30px_minmax(auto,_1fr)] gap-4 px-5">
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<div
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class="relative flex justify-center after:absolute after:border-l after:border-gray-300 after:top-0 after:left-[50%] after:-z-10"
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@ -95,13 +151,35 @@
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</div>
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</div>
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</div>
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<div
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v-else
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class="flex-1 flex flex-col gap-3 items-center justify-center font-medium text-xl text-gray-500"
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>
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<component :is="emptyTextIcon" class="w-10 h-10" />
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<span>{{ emptyText }}</span>
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<Button
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v-if="title == 'Calls'"
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variant="solid"
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label="Make a call"
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@click="emit('makeCall')"
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/>
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<Button
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v-else-if="title == 'Notes'"
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variant="solid"
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label="Create note"
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@click="emit('makeNote')"
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/>
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</div>
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</template>
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<script setup>
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import UserAvatar from '@/components/UserAvatar.vue'
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import EmailIcon from '@/components/Icons/EmailIcon.vue'
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import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
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import NoteIcon from '@/components/Icons/NoteIcon.vue'
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import { timeAgo, dateFormat, dateTooltipFormat } from '@/utils'
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import { usersStore } from '@/stores/users'
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import { Button, FeatherIcon, Tooltip } from 'frappe-ui'
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import { computed } from 'vue'
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import { Button, FeatherIcon, Tooltip, Dropdown } from 'frappe-ui'
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import { computed, h } from 'vue'
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const { getUser } = usersStore()
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@ -116,6 +194,8 @@ const props = defineProps({
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},
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})
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const emit = defineEmits(['makeCall', 'makeNote', 'deleteNote'])
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const activities = computed(() => {
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props.activities.forEach((activity) => {
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activity.owner_name = getUser(activity.owner).full_name
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@ -143,6 +223,26 @@ const activities = computed(() => {
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return props.activities
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})
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const emptyText = computed(() => {
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let text = 'No emails communications'
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if (props.title == 'Calls') {
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text = 'No call logs'
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} else if (props.title == 'Notes') {
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text = 'No notes'
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}
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return text
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})
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const emptyTextIcon = computed(() => {
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let icon = EmailIcon
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if (props.title == 'Calls') {
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icon = PhoneIcon
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} else if (props.title == 'Notes') {
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icon = NoteIcon
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}
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return h(icon, { class: 'text-gray-500' })
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})
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function timelineIcon(activity_type) {
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if (activity_type == 'creation') {
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return 'plus'
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71
frontend/src/components/NoteModal.vue
Normal file
71
frontend/src/components/NoteModal.vue
Normal file
@ -0,0 +1,71 @@
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<template>
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<Dialog v-model="show" :options="{ size: '4xl' }" @close="updateNote">
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<template #body-title><div></div></template>
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<template #body-content>
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<div
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class="flex flex-col gap-2 px-20 mt-5 mb-10 min-h-[400px] max-h-[500px] overflow-auto"
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>
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<TextInput
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ref="title"
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type="text"
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class="!text-[30px] !h-10 !font-semibold bg-white border-none hover:bg-white focus:!shadow-none focus-visible:!ring-0"
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v-model="updatedNote.title"
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placeholder="Untitled note"
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/>
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<TextEditor
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ref="content"
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editor-class="!prose-sm max-w-none p-2 overflow-auto focus:outline-none"
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:bubbleMenu="true"
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:content="updatedNote.content"
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@change="(val) => (updatedNote.content = val)"
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placeholder="Type something and press enter"
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/>
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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 { TextInput, TextEditor, Dialog } from 'frappe-ui'
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import { ref, defineModel, nextTick, watch } from 'vue'
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const props = defineProps({
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note: {
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type: Object,
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default: {
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title: '',
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content: '',
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},
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},
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})
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const show = defineModel()
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const emit = defineEmits(['updateNote'])
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const title = ref(null)
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let updatedNote = ref({
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title: '',
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content: '',
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})
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function updateNote() {
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if (
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props.note.title !== updatedNote.value.title ||
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props.note.content !== updatedNote.value.content
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) {
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emit('updateNote', updatedNote.value)
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}
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}
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watch(
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() => show.value,
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(value) => {
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if (!value) return
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nextTick(() => {
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title.value.el.focus()
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updatedNote.value = { ...props.note }
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})
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}
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)
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</script>
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@ -66,11 +66,17 @@
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<div class="flex-1 flex flex-col">
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<TabPanels class="flex flex-1 overflow-hidden">
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<TabPanel
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class="flex-1 overflow-y-auto"
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class="flex-1 flex flex-col overflow-y-auto"
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v-for="tab in tabs"
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:key="tab.label"
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>
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<Activities :title="tab.activityTitle" :activities="tab.content" />
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<Activities
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:title="tab.activityTitle"
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:activities="tab.content"
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@makeCall="makeCall(deal.data.mobile_no)"
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@makeNote="(e) => showNote(e)"
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@deleteNote="(e) => deleteNote(e)"
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/>
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</TabPanel>
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</TabPanels>
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<CommunicationArea
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@ -88,7 +94,9 @@
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:label="deal.data.organization_name"
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:image="deal.data.organization_logo"
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/>
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<div class="font-medium text-2xl">{{ deal.data.organization_name }}</div>
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<div class="font-medium text-2xl">
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{{ deal.data.organization_name }}
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</div>
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<div class="flex gap-3">
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<Tooltip text="Make a call...">
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<Button
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@ -277,6 +285,7 @@
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</div>
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</div>
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</TabGroup>
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<NoteModal v-model="showNoteModal" :note="note" @updateNote="updateNote" />
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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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@ -291,6 +300,7 @@ import Activities from '@/components/Activities.vue'
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import Breadcrumbs from '@/components/Breadcrumbs.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import CommunicationArea from '@/components/CommunicationArea.vue'
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import NoteModal from '@/components/NoteModal.vue'
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import { TabGroup, TabList, Tab, TabPanels, TabPanel } from '@headlessui/vue'
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import { TransitionPresets, useTransition } from '@vueuse/core'
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import {
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@ -305,12 +315,14 @@ import { usersStore } from '@/stores/users'
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import {
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createResource,
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createDocumentResource,
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createListResource,
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FeatherIcon,
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Autocomplete,
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FormControl,
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Dropdown,
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Tooltip,
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Avatar,
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call,
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} from 'frappe-ui'
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import { ref, computed, inject } from 'vue'
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@ -390,6 +402,7 @@ const tabs = computed(() => {
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label: 'Notes',
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icon: NoteIcon,
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activityTitle: 'Notes',
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content: notes.data,
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},
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]
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})
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@ -444,7 +457,7 @@ const detailSections = computed(() => {
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label: 'Next step',
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type: 'data',
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name: 'next_step',
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}
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},
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],
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},
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{
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@ -489,6 +502,64 @@ const activeAgents = computed(() => {
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}
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})
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})
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const showNoteModal = ref(false)
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const note = ref({
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title: '',
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content: '',
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})
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const notes = createListResource({
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type: 'list',
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doctype: 'CRM Note',
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cache: ['Notes', props.dealId],
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fields: ['name', 'title', 'content', 'owner', 'modified'],
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filters: { lead: props.dealId },
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orderBy: 'modified desc',
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pageLength: 20,
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auto: true,
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})
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function showNote(n) {
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note.value = n || {
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title: '',
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content: '',
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}
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showNoteModal.value = true
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}
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async function deleteNote(name) {
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await call('frappe.client.delete', {
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doctype: 'CRM Note',
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name,
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})
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notes.reload()
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}
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async function updateNote(note) {
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if (note.name) {
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let d = await call('frappe.client.set_value', {
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doctype: 'CRM Note',
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name: note.name,
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fieldname: note,
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})
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if (d.name) {
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notes.reload()
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}
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} else {
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let d = await call('frappe.client.insert', {
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doc: {
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doctype: 'CRM Note',
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title: note.title,
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content: note.content,
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lead: props.dealId,
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},
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})
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if (d.name) {
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notes.reload()
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}
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}
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}
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</script>
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<style scoped>
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@ -35,7 +35,11 @@
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</template>
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</Dropdown>
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<Button label="Save" variant="solid" @click="updateLead()" />
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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="convertToDeal()"
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/>
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</template>
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</LayoutHeader>
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<TabGroup v-slot="{ selectedIndex }" v-if="lead.data" @change="onTabChange">
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@ -65,11 +69,17 @@
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<div class="flex-1 flex flex-col">
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<TabPanels class="flex flex-1 overflow-hidden">
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<TabPanel
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class="flex-1 overflow-y-auto"
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class="flex-1 flex flex-col overflow-y-auto"
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v-for="tab in tabs"
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:key="tab.label"
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>
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<Activities :title="tab.activityTitle" :activities="tab.content" />
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<Activities
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:title="tab.activityTitle"
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:activities="tab.content"
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@makeCall="makeCall(lead.data.mobile_no)"
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@makeNote="(e) => showNote(e)"
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@deleteNote="(e) => deleteNote(e)"
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/>
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</TabPanel>
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</TabPanels>
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<CommunicationArea
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@ -265,6 +275,7 @@
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</div>
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</div>
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</TabGroup>
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<NoteModal v-model="showNoteModal" :note="note" @updateNote="updateNote" />
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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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@ -279,6 +290,7 @@ import Activities from '@/components/Activities.vue'
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import Breadcrumbs from '@/components/Breadcrumbs.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import CommunicationArea from '@/components/CommunicationArea.vue'
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import NoteModal from '@/components/NoteModal.vue'
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import { TabGroup, TabList, Tab, TabPanels, TabPanel } from '@headlessui/vue'
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import { TransitionPresets, useTransition } from '@vueuse/core'
|
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import {
|
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@ -293,12 +305,14 @@ import { usersStore } from '@/stores/users'
|
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import {
|
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createResource,
|
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createDocumentResource,
|
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createListResource,
|
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FeatherIcon,
|
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Autocomplete,
|
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FormControl,
|
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Dropdown,
|
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Tooltip,
|
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Avatar,
|
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call,
|
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} from 'frappe-ui'
|
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import { ref, computed, inject } from 'vue'
|
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import { useRouter } from 'vue-router'
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@ -380,6 +394,7 @@ const tabs = computed(() => {
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label: 'Notes',
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icon: NoteIcon,
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activityTitle: 'Notes',
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content: notes.data,
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},
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]
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})
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@ -520,6 +535,64 @@ function convertToDeal() {
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updateLead()
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router.push({ name: 'Deal', params: { dealId: lead.data.name } })
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}
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const showNoteModal = ref(false)
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const note = ref({
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title: '',
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content: '',
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})
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const notes = createListResource({
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type: 'list',
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doctype: 'CRM Note',
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cache: ['Notes', props.leadId],
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fields: ['name', 'title', 'content', 'owner', 'modified'],
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filters: { lead: props.leadId },
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orderBy: 'modified desc',
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pageLength: 20,
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auto: true,
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})
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function showNote(n) {
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note.value = n || {
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title: '',
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content: '',
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}
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showNoteModal.value = true
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}
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async function deleteNote(name) {
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await call('frappe.client.delete', {
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doctype: 'CRM Note',
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name,
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})
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notes.reload()
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}
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async function updateNote(note) {
|
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if (note.name) {
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let d = await call('frappe.client.set_value', {
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doctype: 'CRM Note',
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name: note.name,
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fieldname: note,
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})
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if (d.name) {
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notes.reload()
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||||
}
|
||||
} else {
|
||||
let d = await call('frappe.client.insert', {
|
||||
doc: {
|
||||
doctype: 'CRM Note',
|
||||
title: note.title,
|
||||
content: note.content,
|
||||
lead: props.leadId,
|
||||
},
|
||||
})
|
||||
if (d.name) {
|
||||
notes.reload()
|
||||
}
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<style scoped>
|
||||
|
||||
@ -4,17 +4,17 @@
|
||||
<Breadcrumbs :items="[{ label: list.title }]" />
|
||||
</template>
|
||||
<template #right-header>
|
||||
<Button variant="solid" label="Create" @click="openNoteModal">
|
||||
<Button variant="solid" label="Create" @click="createNote">
|
||||
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
|
||||
</Button>
|
||||
</template>
|
||||
</LayoutHeader>
|
||||
<div class="border-b"></div>
|
||||
<div v-if="notes.data" class="grid grid-cols-4 gap-4 p-5">
|
||||
<div v-if="notes.data?.length" class="grid grid-cols-3 gap-4 p-5">
|
||||
<div
|
||||
v-for="note in notes.data"
|
||||
class="group flex flex-col justify-between gap-2 px-5 py-4 border rounded-lg h-52 shadow-sm hover:bg-gray-50 cursor-pointer"
|
||||
@click="openNoteModal(note)"
|
||||
@click="editNote(note)"
|
||||
>
|
||||
<div class="flex items-center justify-between">
|
||||
<div class="text-lg font-medium truncate">
|
||||
@ -54,40 +54,28 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<Dialog
|
||||
v-model="showNoteModal"
|
||||
:options="{ size: '4xl' }"
|
||||
@close="updateNote"
|
||||
<div
|
||||
v-else
|
||||
class="flex-1 p-5 flex items-center justify-center font-medium text-xl text-gray-500"
|
||||
>
|
||||
<template #body-title><div></div></template>
|
||||
<template #body-content>
|
||||
<div
|
||||
class="flex flex-col gap-2 px-20 mt-5 mb-10 min-h-[400px] max-h-[500px] overflow-auto"
|
||||
>
|
||||
<TextInput
|
||||
ref="title"
|
||||
type="text"
|
||||
class="!text-[30px] !h-10 !font-semibold bg-white border-none hover:bg-white focus:!shadow-none focus-visible:!ring-0"
|
||||
v-model="currentNote.title"
|
||||
placeholder="Untitled note"
|
||||
/>
|
||||
<TextEditor
|
||||
ref="content"
|
||||
editor-class="!prose-sm max-w-none p-2 overflow-auto focus:outline-none"
|
||||
:bubbleMenu="true"
|
||||
:content="currentNote.content"
|
||||
@change="(val) => (currentNote.content = val)"
|
||||
placeholder="Type something and press enter"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
<div class="flex flex-col items-center gap-2">
|
||||
<NoteIcon class="w-10 h-10 text-gray-500" />
|
||||
<span>No notes</span>
|
||||
</div>
|
||||
</div>
|
||||
<NoteModal
|
||||
v-model="showNoteModal"
|
||||
:note="currentNote"
|
||||
@updateNote="updateNote"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import Breadcrumbs from '@/components/Breadcrumbs.vue'
|
||||
import UserAvatar from '@/components/UserAvatar.vue'
|
||||
import NoteIcon from '@/components/Icons/NoteIcon.vue'
|
||||
import NoteModal from '@/components/NoteModal.vue'
|
||||
import { timeAgo } from '@/utils'
|
||||
import {
|
||||
FeatherIcon,
|
||||
@ -98,7 +86,7 @@ import {
|
||||
call,
|
||||
Dropdown,
|
||||
} from 'frappe-ui'
|
||||
import { nextTick, ref } from 'vue'
|
||||
import { ref } from 'vue'
|
||||
|
||||
const list = {
|
||||
title: 'Notes',
|
||||
@ -108,9 +96,6 @@ const list = {
|
||||
|
||||
const showNoteModal = ref(false)
|
||||
const currentNote = ref(null)
|
||||
const oldNote = ref(null)
|
||||
const title = ref(null)
|
||||
const content = ref(null)
|
||||
|
||||
const notes = createListResource({
|
||||
type: 'list',
|
||||
@ -123,29 +108,25 @@ const notes = createListResource({
|
||||
auto: true,
|
||||
})
|
||||
|
||||
const openNoteModal = (note) => {
|
||||
let noteCopy = { ...note }
|
||||
oldNote.value = note
|
||||
currentNote.value = noteCopy
|
||||
function createNote() {
|
||||
currentNote.value = {
|
||||
title: '',
|
||||
content: '',
|
||||
}
|
||||
showNoteModal.value = true
|
||||
|
||||
nextTick(() => title.value.el.focus())
|
||||
}
|
||||
|
||||
async function updateNote() {
|
||||
if (
|
||||
currentNote.value.title === oldNote.value.title &&
|
||||
currentNote.value.content === oldNote.value.content
|
||||
) {
|
||||
return
|
||||
}
|
||||
currentNote.value.content = content.value?.editor.getHTML()
|
||||
function editNote(note) {
|
||||
currentNote.value = note
|
||||
showNoteModal.value = true
|
||||
}
|
||||
|
||||
if (currentNote.value.name) {
|
||||
async function updateNote(note) {
|
||||
if (note.name) {
|
||||
let d = await call('frappe.client.set_value', {
|
||||
doctype: 'CRM Note',
|
||||
name: currentNote.value.name,
|
||||
fieldname: currentNote.value,
|
||||
name: note.name,
|
||||
fieldname: note,
|
||||
})
|
||||
if (d.name) {
|
||||
notes.reload()
|
||||
@ -154,8 +135,8 @@ async function updateNote() {
|
||||
let d = await call('frappe.client.insert', {
|
||||
doc: {
|
||||
doctype: 'CRM Note',
|
||||
title: currentNote.value.title,
|
||||
content: currentNote.value.content,
|
||||
title: note.title,
|
||||
content: note.content,
|
||||
},
|
||||
})
|
||||
if (d.name) {
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user