Merge pull request #971 from shariquerik/email-template-settings

This commit is contained in:
Shariq Ansari 2025-06-26 17:54:04 +05:30 committed by GitHub
commit 8350c5ee36
No known key found for this signature in database
GPG Key ID: B5690EEEBB952194
26 changed files with 1038 additions and 839 deletions

View File

@ -44,6 +44,10 @@ class CRMInvitation(Document):
user = self.create_user_if_not_exists()
user.append_roles(self.role)
if self.role == "System Manager":
user.append_roles("Sales Manager", "Sales User")
elif self.role == "Sales Manager":
user.append_roles("Sales User")
if self.role == "Sales User":
self.update_module_in_user(user, "FCRM")
user.save(ignore_permissions=True)

@ -1 +1 @@
Subproject commit 883bb643d1e662d6467925927e347dd28376960f
Subproject commit 424288f77af4779dd3bb71dc3d278fc627f95179

View File

@ -81,6 +81,7 @@ declare module 'vue' {
DropdownItem: typeof import('./src/components/DropdownItem.vue')['default']
DuplicateIcon: typeof import('./src/components/Icons/DuplicateIcon.vue')['default']
DurationIcon: typeof import('./src/components/Icons/DurationIcon.vue')['default']
EditEmailTemplate: typeof import('./src/components/Settings/EmailTemplate/EditEmailTemplate.vue')['default']
EditIcon: typeof import('./src/components/Icons/EditIcon.vue')['default']
EditValueModal: typeof import('./src/components/Modals/EditValueModal.vue')['default']
Email2Icon: typeof import('./src/components/Icons/Email2Icon.vue')['default']
@ -95,7 +96,10 @@ declare module 'vue' {
EmailEditor: typeof import('./src/components/EmailEditor.vue')['default']
EmailIcon: typeof import('./src/components/Icons/EmailIcon.vue')['default']
EmailProviderIcon: typeof import('./src/components/Settings/EmailProviderIcon.vue')['default']
EmailTemplateIcon: typeof import('./src/components/Icons/EmailTemplateIcon.vue')['default']
EmailTemplateModal: typeof import('./src/components/Modals/EmailTemplateModal.vue')['default']
EmailTemplatePage: typeof import('./src/components/Settings/EmailTemplate/EmailTemplatePage.vue')['default']
EmailTemplates: typeof import('./src/components/Settings/EmailTemplate/EmailTemplates.vue')['default']
EmailTemplateSelectorModal: typeof import('./src/components/Modals/EmailTemplateSelectorModal.vue')['default']
EmailTemplatesListView: typeof import('./src/components/ListViews/EmailTemplatesListView.vue')['default']
ERPNextIcon: typeof import('./src/components/Icons/ERPNextIcon.vue')['default']
@ -158,8 +162,10 @@ declare module 'vue' {
ListRows: typeof import('./src/components/ListViews/ListRows.vue')['default']
LoadingIndicator: typeof import('./src/components/Icons/LoadingIndicator.vue')['default']
LucideInfo: typeof import('~icons/lucide/info')['default']
LucideMoreHorizontal: typeof import('~icons/lucide/more-horizontal')['default']
LucidePlus: typeof import('~icons/lucide/plus')['default']
LucideSearch: typeof import('~icons/lucide/search')['default']
LucideX: typeof import('~icons/lucide/x')['default']
MarkAsDoneIcon: typeof import('./src/components/Icons/MarkAsDoneIcon.vue')['default']
MaximizeIcon: typeof import('./src/components/Icons/MaximizeIcon.vue')['default']
MenuIcon: typeof import('./src/components/Icons/MenuIcon.vue')['default']
@ -175,6 +181,7 @@ declare module 'vue' {
MultiSelectUserInput: typeof import('./src/components/Controls/MultiSelectUserInput.vue')['default']
MuteIcon: typeof import('./src/components/Icons/MuteIcon.vue')['default']
NestedPopover: typeof import('./src/components/NestedPopover.vue')['default']
NewEmailTemplate: typeof import('./src/components/Settings/EmailTemplate/NewEmailTemplate.vue')['default']
NoteArea: typeof import('./src/components/Activities/NoteArea.vue')['default']
NoteIcon: typeof import('./src/components/Icons/NoteIcon.vue')['default']
NoteModal: typeof import('./src/components/Modals/NoteModal.vue')['default']

View File

@ -13,7 +13,7 @@
"@tiptap/extension-paragraph": "^2.12.0",
"@twilio/voice-sdk": "^2.10.2",
"@vueuse/integrations": "^10.3.0",
"frappe-ui": "^0.1.156",
"frappe-ui": "^0.1.162",
"gemoji": "^8.1.0",
"lodash": "^4.17.21",
"mime": "^4.0.1",

View File

@ -9,9 +9,7 @@
</h3>
</div>
<div class="flex items-center gap-1">
<Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" />
</Button>
<Button variant="ghost" icon="x" @click="show = false" />
</div>
</div>
<div>
@ -26,22 +24,19 @@
</div>
<div class="px-4 pb-7 pt-0 sm:px-6">
<div class="flex flex-row-reverse gap-2">
<Button theme="red" variant="solid" @click="confirmDelete()">
<div class="flex gap-1">
<FeatherIcon name="trash" class="h-4 w-4" />
<span>
{{ __('Delete {0} items', [props.items.length]) }}
</span>
</div>
</Button>
<Button variant="solid" @click="confirmUnlink()">
<div class="flex gap-1">
<FeatherIcon name="unlock" class="h-4 w-4" />
<span>
{{ __('Unlink and delete {0} items', [props.items.length]) }}
</span>
</div>
</Button>
<Button
:label="__('Delete {0} items', [props.items.length])"
icon-left="trash-2"
variant="solid"
theme="red"
@click="confirmDelete()"
/>
<Button
:label="__('Unlink and delete {0} items', [props.items.length])"
icon-left="unlock"
variant="solid"
@click="confirmUnlink()"
/>
</div>
</div>
</template>
@ -54,9 +49,7 @@
</h3>
</div>
<div class="flex items-center gap-1">
<Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" />
</Button>
<Button variant="ghost" icon="x" @click="show = false" />
</div>
</div>
<div>
@ -75,24 +68,20 @@
</div>
<div class="px-4 pb-7 pt-0 sm:px-6">
<div class="flex flex-row-reverse gap-2">
<Button variant="solid" theme="red" @click="deleteDocs()">
<div class="flex gap-1">
<span>
{{
confirmDeleteInfo.delete
? __('Delete')
: __('Unlink and delete')
}}
</span>
</div>
</Button>
<Button variant="subtle" @click="confirmDeleteInfo.show = false">
<div class="flex gap-1">
<span>
{{ __('Cancel') }}
</span>
</div>
</Button>
<Button
:label="
confirmDeleteInfo.delete ? __('Delete') : __('Unlink and delete')
"
:icon-left="confirmDeleteInfo.delete ? 'trash-2' : 'unlock'"
variant="solid"
theme="red"
@click="deleteDocs()"
/>
<Button
:label="__('Cancel')"
variant="subtle"
@click="confirmDeleteInfo.show = false"
/>
</div>
</div>
</template>

View File

@ -13,9 +13,7 @@
</h3>
</div>
<div class="flex items-center gap-1">
<Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" />
</Button>
<Button variant="ghost" icon="x" @click="show = false" />
</div>
</div>
<div>
@ -62,43 +60,32 @@
<div class="flex flex-row-reverse gap-2">
<Button
v-if="linkedDocs?.length > 0"
:label="
viewControls?.selections?.length == 0
? __('Delete all')
: __('Delete {0} item(s)', [viewControls?.selections?.length])
"
theme="red"
variant="solid"
icon-left="trash-2"
@click="confirmDelete()"
>
<div class="flex gap-1">
<FeatherIcon name="trash" class="h-4 w-4" />
<span>
{{ __('Delete') }}
{{
viewControls?.selections?.length == 0
? __('all')
: `${viewControls?.selections?.length} item(s)`
}}
</span>
</div>
</Button>
/>
<Button
v-if="linkedDocs?.length > 0"
:label="
viewControls?.selections?.length == 0
? __('Unlink all')
: __('Unlink {0} item(s)', [viewControls?.selections?.length])
"
variant="subtle"
theme="gray"
icon-left="unlock"
@click="confirmUnlink()"
>
<div class="flex gap-1">
<FeatherIcon name="unlock" class="h-4 w-4" />
<span>
{{ __('Unlink') }}
{{
viewControls?.selections?.length == 0
? __('all')
: `${viewControls?.selections?.length} item(s)`
}}
</span>
</div>
</Button>
/>
<Button
v-if="linkedDocs?.length == 0"
variant="solid"
icon-left="trash-2"
:label="__('Delete')"
:loading="isDealCreating"
@click="deleteDoc()"
@ -116,9 +103,7 @@
</h3>
</div>
<div class="flex items-center gap-1">
<Button variant="ghost" class="w-7" @click="show = false">
<FeatherIcon name="x" class="h-4 w-4" />
</Button>
<Button variant="ghost" icon="x" @click="show = false" />
</div>
</div>
<div class="text-ink-gray-5 text-base">

View File

@ -150,7 +150,7 @@
@click="showEmailTemplateSelectorModal = true"
>
<template #icon>
<Email2Icon class="h-4" />
<EmailTemplateIcon class="h-4" />
</template>
</Button>
</div>
@ -176,7 +176,7 @@
<script setup>
import IconPicker from '@/components/IconPicker.vue'
import SmileIcon from '@/components/Icons/SmileIcon.vue'
import Email2Icon from '@/components/Icons/Email2Icon.vue'
import EmailTemplateIcon from '@/components/Icons/EmailTemplateIcon.vue'
import AttachmentIcon from '@/components/Icons/AttachmentIcon.vue'
import AttachmentItem from '@/components/AttachmentItem.vue'
import MultiSelectEmailInput from '@/components/Controls/MultiSelectEmailInput.vue'

View File

@ -0,0 +1,30 @@
<template>
<svg
width="16"
height="16"
viewBox="0 0 16 16"
fill="none"
xmlns="http://www.w3.org/2000/svg"
>
<g clip-path="url(#clip0_1191_1930)">
<path
d="M1.45001 12.1V12.1C1.45001 11.7869 1.60364 11.4936 1.86111 11.3154L6.87595 7.84359C7.52855 7.39178 8.38658 7.36866 9.06257 7.78465L13.5984 10.5759C14.1276 10.9016 14.45 11.4786 14.45 12.1V12.1"
stroke="currentColor"
/>
<path
d="M14.45 7.60001L11.95 9.60001M4.45001 9.60001L1.45001 7.60001"
stroke="currentColor"
/>
<path
d="M4 9V3C4 2.44772 4.44772 2 5 2H11C11.5523 2 12 2.44772 12 3V9"
stroke="currentColor"
/>
<path
d="M4 4.49999L2.1786 6C1.71727 6.37992 1.45002 6.94623 1.45002 7.54385L1.45002 12.1C1.45002 13.2046 2.34545 14.1 3.45002 14.1L12.45 14.1C13.5546 14.1 14.45 13.2046 14.45 12.1V7.51988C14.45 6.93603 14.1949 6.38133 13.7516 6.00137L12 4.5"
stroke="currentColor"
/>
<path d="M6 6H10" stroke="currentColor" stroke-linecap="round" />
<path d="M6 4H9" stroke="currentColor" stroke-linecap="round" />
</g>
</svg>
</template>

View File

@ -147,7 +147,6 @@ import CommentIcon from '@/components/Icons/CommentIcon.vue'
import EmailIcon from '@/components/Icons/EmailIcon.vue'
import StepsIcon from '@/components/Icons/StepsIcon.vue'
import Section from '@/components/Section.vue'
import Email2Icon from '@/components/Icons/Email2Icon.vue'
import PinIcon from '@/components/Icons/PinIcon.vue'
import UserDropdown from '@/components/UserDropdown.vue'
import SquareAsterisk from '@/components/Icons/SquareAsterisk.vue'
@ -233,11 +232,6 @@ const links = [
icon: PhoneIcon,
to: 'Call Logs',
},
{
label: 'Email Templates',
icon: Email2Icon,
to: 'Email Templates',
},
]
const allViews = computed(() => {

View File

@ -1,226 +0,0 @@
<template>
<ListView
:columns="columns"
:rows="rows"
:options="{
onRowClick: (row) => emit('showEmailTemplate', row.name),
selectable: options.selectable,
showTooltip: options.showTooltip,
resizeColumn: options.resizeColumn,
}"
row-key="name"
@update:selections="(selections) => emit('selectionsChanged', selections)"
>
<ListHeader
class="sm:mx-5 mx-3"
@columnWidthUpdated="emit('columnWidthUpdated')"
>
<ListHeaderItem
v-for="column in columns"
:key="column.key"
:item="column"
@columnWidthUpdated="emit('columnWidthUpdated', column)"
>
<Button
v-if="column.key == '_liked_by'"
variant="ghosted"
class="!h-4"
:class="isLikeFilterApplied ? 'fill-red-500' : 'fill-white'"
@click="() => emit('applyLikeFilter')"
>
<HeartIcon class="h-4 w-4" />
</Button>
</ListHeaderItem>
</ListHeader>
<ListRows
class="mx-3 sm:mx-5"
:rows="rows"
v-slot="{ idx, column, item }"
doctype="Email Template"
>
<ListRowItem :item="item" :align="column.align">
<!-- <template #prefix>
</template> -->
<template #default="{ label }">
<div
v-if="['modified', 'creation'].includes(column.key)"
class="truncate text-base"
@click="
(event) =>
emit('applyFilter', {
event,
idx,
column,
item,
firstColumn: columns[0],
})
"
>
<Tooltip :text="item.label">
<div>{{ item.timeAgo }}</div>
</Tooltip>
</div>
<div v-else-if="column.key === 'status'" class="truncate text-base">
<Badge
:variant="'subtle'"
:theme="item.color"
size="md"
:label="item.label"
@click="
(event) =>
emit('applyFilter', {
event,
idx,
column,
item,
firstColumn: columns[0],
})
"
/>
</div>
<div v-else-if="column.type === 'Check'">
<FormControl
type="checkbox"
:modelValue="item"
:disabled="true"
class="text-ink-gray-9"
/>
</div>
<div v-else-if="column.key === '_liked_by'">
<Button
v-if="column.key == '_liked_by'"
variant="ghosted"
:class="isLiked(item) ? 'fill-red-500' : 'fill-white'"
@click.stop.prevent="
() => emit('likeDoc', { name: row.name, liked: isLiked(item) })
"
>
<HeartIcon class="h-4 w-4" />
</Button>
</div>
<div
v-else
class="truncate text-base"
@click="
(event) =>
emit('applyFilter', {
event,
idx,
column,
item,
firstColumn: columns[0],
})
"
>
{{ label }}
</div>
</template>
</ListRowItem>
</ListRows>
<ListSelectBanner>
<template #actions="{ selections, unselectAll }">
<Dropdown
:options="listBulkActionsRef.bulkActions(selections, unselectAll)"
>
<Button icon="more-horizontal" variant="ghost" />
</Dropdown>
</template>
</ListSelectBanner>
</ListView>
<ListFooter
class="border-t sm:px-5 px-3 py-2"
v-model="pageLengthCount"
:options="{
rowCount: options.rowCount,
totalCount: options.totalCount,
}"
@loadMore="emit('loadMore')"
/>
<ListBulkActions
ref="listBulkActionsRef"
v-model="list"
doctype="Email Template"
:options="{
hideAssign: true,
}"
/>
</template>
<script setup>
import HeartIcon from '@/components/Icons/HeartIcon.vue'
import ListBulkActions from '@/components/ListBulkActions.vue'
import ListRows from '@/components/ListViews/ListRows.vue'
import {
ListView,
ListHeader,
ListHeaderItem,
ListSelectBanner,
ListRowItem,
ListFooter,
Dropdown,
Tooltip,
} from 'frappe-ui'
import { sessionStore } from '@/stores/session'
import { ref, computed, watch } from 'vue'
const props = defineProps({
rows: {
type: Array,
required: true,
},
columns: {
type: Array,
required: true,
},
options: {
type: Object,
default: () => ({
selectable: true,
showTooltip: true,
resizeColumn: false,
totalCount: 0,
rowCount: 0,
}),
},
})
const emit = defineEmits([
'loadMore',
'updatePageCount',
'showEmailTemplate',
'columnWidthUpdated',
'applyFilter',
'applyLikeFilter',
'likeDoc',
'selectionsChanged',
])
const pageLengthCount = defineModel()
const list = defineModel('list')
const isLikeFilterApplied = computed(() => {
return list.value.params?.filters?._liked_by ? true : false
})
const { user } = sessionStore()
function isLiked(item) {
if (item) {
let likedByMe = JSON.parse(item)
return likedByMe.includes(user)
}
}
watch(pageLengthCount, (val, old_value) => {
if (val === old_value) return
emit('updatePageCount', val)
})
const listBulkActionsRef = ref(null)
defineExpose({
customListActions: computed(
() => listBulkActionsRef.value?.customListActions,
),
})
</script>

View File

@ -37,7 +37,7 @@
</span>
<FeatherIcon
name="external-link"
class="h-4 w-4"
class="h-4 w-4 cursor-pointer"
@click.stop="viewLinkedDoc(row)"
/>
</div>

View File

@ -1,239 +0,0 @@
<template>
<Dialog
v-model="show"
:options="{
title: editMode ? __(emailTemplate.name) : __('Create Email Template'),
size: 'xl',
actions: [
{
label: editMode ? __('Update') : __('Create'),
variant: 'solid',
onClick: () => (editMode ? updateEmailTemplate() : callInsertDoc()),
},
],
}"
>
<template #body-content>
<div class="flex flex-col gap-4">
<div class="flex sm:flex-row flex-col gap-4">
<div class="flex-1">
<FormControl
ref="nameRef"
v-model="_emailTemplate.name"
:placeholder="__('Payment Reminder')"
:label="__('Name')"
:required="true"
/>
</div>
<div class="flex-1">
<FormControl
type="select"
v-model="_emailTemplate.reference_doctype"
:label="__('Doctype')"
:options="['CRM Deal', 'CRM Lead']"
:placeholder="__('CRM Deal')"
/>
</div>
</div>
<div>
<FormControl
ref="subjectRef"
v-model="_emailTemplate.subject"
:label="__('Subject')"
:placeholder="__('Payment Reminder from Frappé - (#{{ name }})')"
:required="true"
/>
</div>
<div>
<FormControl
type="select"
v-model="_emailTemplate.content_type"
:label="__('Content Type')"
default="Rich Text"
:options="['Rich Text', 'HTML']"
:placeholder="__('Rich Text')"
/>
</div>
<div>
<FormControl
v-if="_emailTemplate.content_type === 'HTML'"
type="textarea"
:label="__('Content')"
:required="true"
ref="content"
:rows="10"
v-model="_emailTemplate.response_html"
:placeholder="
__(
'<p>Dear {{ lead_name }},</p>\n\n<p>This is a reminder for the payment of {{ grand_total }}.</p>\n\n<p>Thanks,</p>\n<p>Frappé</p>',
)
"
/>
<div v-else>
<div class="mb-1.5 text-xs text-ink-gray-5">
{{ __('Content') }}
<span class="text-ink-red-3">*</span>
</div>
<TextEditor
ref="content"
editor-class="!prose-sm overflow-auto min-h-[180px] max-h-80 py-1.5 px-2 rounded border border-[--surface-gray-2] bg-surface-gray-2 placeholder-ink-gray-4 hover:border-outline-gray-modals hover:bg-surface-gray-3 hover:shadow-sm focus:bg-surface-white focus:border-outline-gray-4 focus:shadow-sm focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3 text-ink-gray-8 transition-colors"
:bubbleMenu="true"
:content="_emailTemplate.response"
@change="(val) => (_emailTemplate.response = val)"
:placeholder="
__(
'Dear {{ lead_name }}, \n\nThis is a reminder for the payment of {{ grand_total }}. \n\nThanks, \nFrappé',
)
"
/>
</div>
</div>
<div>
<Checkbox v-model="_emailTemplate.enabled" :label="__('Enabled')" />
</div>
<ErrorMessage :message="__(errorMessage)" />
</div>
</template>
</Dialog>
</template>
<script setup>
import { capture } from '@/telemetry'
import { Checkbox, TextEditor, call } from 'frappe-ui'
import { ref, nextTick, watch } from 'vue'
const props = defineProps({
emailTemplate: {
type: Object,
default: {},
},
})
const show = defineModel()
const emailTemplates = defineModel('reloadEmailTemplates')
const errorMessage = ref('')
const emit = defineEmits(['after'])
const subjectRef = ref(null)
const nameRef = ref(null)
const editMode = ref(false)
let _emailTemplate = ref({
content_type: 'Rich Text',
})
async function updateEmailTemplate() {
if (!validate()) return
const old = { ...props.emailTemplate }
const newEmailTemplate = { ..._emailTemplate.value }
const nameChanged = old.name !== newEmailTemplate.name
delete old.name
delete newEmailTemplate.name
const otherFieldChanged =
JSON.stringify(old) !== JSON.stringify(newEmailTemplate)
const values = newEmailTemplate
if (!nameChanged && !otherFieldChanged) {
show.value = false
return
}
let name
if (nameChanged) {
name = await callRenameDoc()
}
if (otherFieldChanged) {
name = await callSetValue(values)
}
handleEmailTemplateUpdate({ name })
}
async function callRenameDoc() {
const d = await call('frappe.client.rename_doc', {
doctype: 'Email Template',
old_name: props.emailTemplate.name,
new_name: _emailTemplate.value.name,
})
return d
}
async function callSetValue(values) {
const d = await call('frappe.client.set_value', {
doctype: 'Email Template',
name: _emailTemplate.value.name,
fieldname: values,
})
return d.name
}
async function callInsertDoc() {
if (!validate()) return
const doc = await call('frappe.client.insert', {
doc: {
doctype: 'Email Template',
..._emailTemplate.value,
},
})
if (doc.name) {
capture('email_template_created', { doctype: doc.reference_doctype })
handleEmailTemplateUpdate(doc)
}
}
function handleEmailTemplateUpdate(doc) {
emailTemplates.value?.reload()
show.value = false
}
function validate() {
_emailTemplate.value.use_html = Boolean(
_emailTemplate.value.content_type == 'HTML',
)
if (!_emailTemplate.value.name) {
errorMessage.value = 'Name is required'
return false
}
if (!_emailTemplate.value.subject) {
errorMessage.value = 'Subject is required'
return false
}
if (
!_emailTemplate.value.use_html &&
(!_emailTemplate.value.response ||
_emailTemplate.value.response === '<p></p>')
) {
errorMessage.value = 'Content is required'
return false
}
if (_emailTemplate.value.use_html && !_emailTemplate.value.response_html) {
errorMessage.value = 'Content is required'
return false
}
return true
}
watch(
() => show.value,
(value) => {
if (!value) return
editMode.value = false
errorMessage.value = ''
nextTick(() => {
if (_emailTemplate.value.name) {
subjectRef.value?.el?.focus()
} else {
nameRef.value?.el?.focus()
}
_emailTemplate.value = { ...props.emailTemplate }
_emailTemplate.value.content_type = _emailTemplate.value.use_html
? 'HTML'
: 'Rich Text'
if (_emailTemplate.value.name) {
editMode.value = true
}
})
},
)
</script>

View File

@ -4,19 +4,33 @@
:options="{ title: __('Email Templates'), size: '4xl' }"
>
<template #body-content>
<TextInput
ref="searchInput"
v-model="search"
type="text"
:placeholder="__('Payment Reminder')"
>
<template #prefix>
<FeatherIcon name="search" class="h-4 w-4 text-ink-gray-4" />
</template>
</TextInput>
<div class="flex items-center gap-2">
<TextInput
class="w-full"
ref="searchInput"
v-model="search"
type="text"
:placeholder="__('Payment Reminder')"
>
<template #prefix>
<FeatherIcon name="search" class="h-4 w-4 text-ink-gray-4" />
</template>
</TextInput>
<Button
:label="__('Create')"
icon-left="plus"
@click="
() => {
show = false
showSettings = true
activeSettingsPage = 'Email Templates'
}
"
/>
</div>
<div
v-if="filteredTemplates.length"
class="mt-2 grid max-h-[560px] sm:grid-cols-3 gris-cols-1 gap-2 overflow-y-auto"
class="mt-4 grid max-h-[560px] sm:grid-cols-3 gris-cols-1 gap-2 overflow-y-auto"
>
<div
v-for="template in filteredTemplates"
@ -57,11 +71,8 @@
@click="
() => {
show = false
emailTemplate = {
reference_doctype: props.doctype,
enabled: 1,
}
showEmailTemplateModal = true
showSettings = true
activeSettingsPage = 'Email Templates'
}
"
/>
@ -69,14 +80,10 @@
</div>
</template>
</Dialog>
<EmailTemplateModal
v-model="showEmailTemplateModal"
:emailTemplate="emailTemplate"
/>
</template>
<script setup>
import EmailTemplateModal from '@/components/Modals/EmailTemplateModal.vue'
import { showSettings, activeSettingsPage } from '@/composables/settings'
import { TextEditor, createListResource } from 'frappe-ui'
import { ref, computed, nextTick, watch, onMounted } from 'vue'
@ -89,9 +96,6 @@ const props = defineProps({
const show = defineModel()
const searchInput = ref('')
const showEmailTemplateModal = ref(false)
const emailTemplate = ref({})
const emit = defineEmits(['apply'])

View File

@ -0,0 +1,254 @@
<template>
<div class="flex h-full flex-col gap-6 p-8 text-ink-gray-8">
<!-- Header -->
<div class="flex justify-between">
<div class="flex gap-1 -ml-4 w-9/12">
<Button
variant="ghost"
icon-left="chevron-left"
:label="__(template.name)"
size="md"
@click="() => emit('updateStep', 'template-list')"
class="text-xl !h-7 font-semibold hover:bg-transparent focus:bg-transparent focus:outline-none focus:ring-0 focus:ring-offset-0 focus-visible:none active:bg-transparent active:outline-none active:ring-0 active:ring-offset-0 active:text-ink-gray-5"
/>
</div>
<div class="flex item-center space-x-2 w-3/12 justify-end">
<Button
:label="__('Update')"
icon-left="plus"
variant="solid"
:disabled="!dirty"
:loading="renameDoc.loading || templates.setValue.loading"
@click="updateTemplate"
/>
</div>
</div>
<!-- Fields -->
<div class="flex flex-1 flex-col gap-4 overflow-y-auto">
<div
class="flex justify-between items-center cursor-pointer border-b py-3"
@click="() => (template.enabled = !template.enabled)"
>
<div class="text-base text-ink-gray-7">{{ __('Enabled') }}</div>
<Switch v-model="template.enabled" @click.stop />
</div>
<div class="flex sm:flex-row flex-col gap-4">
<div class="flex-1">
<FormControl
size="md"
v-model="template.name"
:placeholder="__('Payment Reminder')"
:label="__('Name')"
:required="true"
/>
</div>
<div class="flex-1">
<FormControl
type="select"
size="md"
v-model="template.reference_doctype"
:label="__('For')"
:options="[
{
label: __('Deal'),
value: 'CRM Deal',
},
{
label: __('Lead'),
value: 'CRM Lead',
},
]"
:placeholder="__('Deal')"
/>
</div>
</div>
<div>
<FormControl
ref="subjectRef"
size="md"
v-model="template.subject"
:label="__('Subject')"
:placeholder="__('Payment Reminder from Frappé - (#{{ name }})')"
:required="true"
/>
</div>
<div class="border-t pt-4">
<FormControl
type="select"
size="md"
v-model="template.content_type"
:label="__('Content Type')"
default="Rich Text"
:options="['Rich Text', 'HTML']"
:placeholder="__('Rich Text')"
/>
</div>
<div>
<FormControl
v-if="template.content_type === 'HTML'"
size="md"
type="textarea"
:label="__('Content')"
:required="true"
ref="content"
:rows="10"
v-model="template.response_html"
:placeholder="
__(
'<p>Dear {{ lead_name }},</p>\n\n<p>This is a reminder for the payment of {{ grand_total }}.</p>\n\n<p>Thanks,</p>\n<p>Frappé</p>',
)
"
/>
<div v-else>
<div class="mb-1.5 text-base text-ink-gray-5">
{{ __('Content') }}
<span class="text-ink-red-3">*</span>
</div>
<TextEditor
ref="content"
editor-class="!prose-sm max-w-full overflow-auto min-h-[180px] max-h-80 py-1.5 px-2 rounded border border-[--surface-gray-2] bg-surface-gray-2 placeholder-ink-gray-4 hover:border-outline-gray-modals hover:bg-surface-gray-3 hover:shadow-sm focus:bg-surface-white focus:border-outline-gray-4 focus:shadow-sm focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3 text-ink-gray-8 transition-colors"
:bubbleMenu="true"
:content="template.response"
@change="(val) => (template.response = val)"
:placeholder="
__(
'Dear {{ lead_name }}, \n\nThis is a reminder for the payment of {{ grand_total }}. \n\nThanks, \nFrappé',
)
"
/>
</div>
</div>
</div>
<div v-if="errorMessage">
<ErrorMessage :message="__(errorMessage)" />
</div>
</div>
</template>
<script setup>
import {
TextEditor,
FormControl,
Switch,
toast,
call,
createResource,
} from 'frappe-ui'
import { computed, inject, onMounted, ref } from 'vue'
const props = defineProps({
templateData: {
type: Object,
required: true,
},
})
const emit = defineEmits(['updateStep'])
const errorMessage = ref('')
const templates = inject('templates')
const template = ref({})
const updateTemplate = async () => {
errorMessage.value = ''
if (!template.value.name) {
errorMessage.value = __('Name is required')
return
}
if (!template.value.subject) {
errorMessage.value = __('Subject is required')
return
}
if (template.value.content_type === 'Rich Text' && !template.value.response) {
errorMessage.value = __('Content is required')
return
}
if (template.value.content_type === 'HTML' && !template.value.response_html) {
errorMessage.value = __('Content is required')
return
}
template.value.use_html = template.value.content_type === 'HTML'
const old = {
...props.templateData,
use_html: Boolean(props.templateData.use_html),
}
const newEmailTemplate = {
...template.value,
use_html: Boolean(template.value.use_html),
}
delete newEmailTemplate.content_type
const nameChanged = old.name !== newEmailTemplate.name
delete old.name
delete newEmailTemplate.name
const otherFieldChanged =
JSON.stringify(old) !== JSON.stringify(newEmailTemplate)
const values = newEmailTemplate
if (!nameChanged && !otherFieldChanged) return
let name = props.templateData.name
if (nameChanged) {
name = await renameDoc.fetch()
if (!otherFieldChanged) {
emit('updateStep', 'template-list')
}
}
if (otherFieldChanged) {
templates.setValue.submit(
{ ...values, name },
{
onSuccess: () => {
emit('updateStep', 'template-list')
toast.success(__('Template updated successfully'))
},
onError: (error) => {
errorMessage.value =
error.messages[0] || __('Failed to update template')
},
},
)
}
}
const dirty = computed(() => {
return (
template.value.name !== props.templateData.name ||
template.value.reference_doctype !== props.templateData.reference_doctype ||
template.value.subject !== props.templateData.subject ||
template.value.response_html !== props.templateData.response_html ||
template.value.response !== props.templateData.response ||
template.value.use_html !== props.templateData.use_html ||
Boolean(template.value.enabled) !== Boolean(props.templateData.enabled)
)
})
const renameDoc = createResource({
url: 'frappe.client.rename_doc',
method: 'POST',
makeParams() {
return {
doctype: 'Email Template',
old_name: props.templateData.name,
new_name: template.value.name,
}
},
onSuccess: () => {
templates.reload()
toast.success(__('Template renamed successfully'))
},
onError: (error) => {
errorMessage.value = error.messages[0] || __('Failed to rename template')
},
})
onMounted(() => {
template.value = { ...props.templateData }
template.value.content_type = template.value.use_html ? 'HTML' : 'Rich Text'
})
</script>

View File

@ -0,0 +1,55 @@
<template>
<NewEmailTemplate
v-if="step === 'new-template'"
:templateData="template"
@updateStep="updateStep"
/>
<EmailTemplates
v-else-if="step === 'template-list'"
@updateStep="updateStep"
/>
<EditEmailTemplate
v-else-if="step === 'edit-template'"
:templateData="template"
@updateStep="updateStep"
/>
</template>
<script setup>
import NewEmailTemplate from './NewEmailTemplate.vue'
import EditEmailTemplate from './EditEmailTemplate.vue'
import EmailTemplates from './EmailTemplates.vue'
import { createListResource } from 'frappe-ui'
import { provide, ref } from 'vue'
const step = ref('template-list')
const template = ref(null)
const templates = createListResource({
type: 'list',
doctype: 'Email Template',
cache: 'emailTemplates',
fields: [
'name',
'enabled',
'use_html',
'reference_doctype',
'subject',
'response',
'response_html',
'modified',
'owner',
],
auto: true,
filters: { reference_doctype: ['in', ['CRM Lead', 'CRM Deal']] },
orderBy: 'modified desc',
pageLength: 20,
})
provide('templates', templates)
function updateStep(newStep, data) {
step.value = newStep
template.value = data
}
</script>

View File

@ -0,0 +1,265 @@
<template>
<div class="flex h-full flex-col gap-6 p-6 text-ink-gray-8">
<!-- Header -->
<div class="flex justify-between px-2 pt-2">
<div class="flex flex-col gap-1 w-9/12">
<h2 class="flex gap-2 text-xl font-semibold leading-none h-5">
{{ __('Email templates') }}
</h2>
<p class="text-p-base text-ink-gray-6">
{{
__(
'Add, edit, and manage email templates for various CRM communications',
)
}}
</p>
</div>
<div class="flex item-center space-x-2 w-3/12 justify-end">
<Button
:label="__('New')"
icon-left="plus"
variant="solid"
@click="emit('updateStep', 'new-template')"
/>
</div>
</div>
<!-- loading state -->
<div
v-if="templates.loading"
class="flex mt-28 justify-between w-full h-full"
>
<Button
:loading="templates.loading"
variant="ghost"
class="w-full"
size="2xl"
/>
</div>
<!-- Empty State -->
<div
v-if="!templates.loading && !templates.data?.length"
class="flex justify-between w-full h-full"
>
<div
class="text-ink-gray-4 border border-dashed rounded w-full flex items-center justify-center"
>
{{ __('No email templates found') }}
</div>
</div>
<!-- Email template list -->
<div
class="flex flex-col overflow-hidden"
v-if="!templates.loading && templates.data?.length"
>
<div
v-if="templates.data?.length > 10"
class="flex items-center justify-between mb-4 px-2 pt-0.5"
>
<TextInput
ref="searchRef"
v-model="search"
:placeholder="__('Search template')"
class="w-1/3"
:debounce="300"
>
<template #prefix>
<FeatherIcon name="search" class="h-4 w-4 text-ink-gray-6" />
</template>
</TextInput>
<FormControl
type="select"
v-model="currentDoctype"
:options="[
{ label: __('All'), value: 'All' },
{ label: __('Lead'), value: 'CRM Lead' },
{ label: __('Deal'), value: 'CRM Deal' },
]"
/>
</div>
<div class="flex items-center py-2 px-4 text-sm text-ink-gray-5">
<div class="w-4/6">{{ __('Template name') }}</div>
<div class="w-1/6">{{ __('For') }}</div>
<div class="w-1/6">{{ __('Enabled') }}</div>
</div>
<div class="h-px border-t mx-4 border-outline-gray-modals" />
<ul class="overflow-y-auto px-2">
<template v-for="(template, i) in templatesList" :key="template.name">
<li
class="flex items-center justify-between p-3 cursor-pointer hover:bg-surface-menu-bar rounded"
@click="() => emit('updateStep', 'edit-template', { ...template })"
>
<div class="flex flex-col w-4/6 pr-5">
<div class="text-base font-medium text-ink-gray-7 truncate">
{{ template.name }}
</div>
<div class="text-p-base text-ink-gray-5 truncate">
{{ template.subject }}
</div>
</div>
<div class="text-base text-ink-gray-6 w-1/6">
{{ template.reference_doctype.replace('CRM ', '') }}
</div>
<div class="flex items-center justify-between w-1/6">
<Switch
size="sm"
v-model="template.enabled"
@update:model-value="toggleEmailTemplate(template)"
@click.stop
/>
<Dropdown
class=""
:options="getDropdownOptions(template)"
placement="right"
:button="{
icon: 'more-horizontal',
variant: 'ghost',
onblur: (e) => {
e.stopPropagation()
confirmDelete = false
},
}"
@click.stop
/>
</div>
</li>
<div
v-if="templatesList.length !== i + 1"
class="h-px border-t mx-2 border-outline-gray-modals"
/>
</template>
<!-- Load More Button -->
<div
v-if="!templates.loading && templates.hasNextPage"
class="flex justify-center"
>
<Button
class="mt-3.5 p-2"
@click="() => templates.next()"
:loading="templates.loading"
:label="__('Load More')"
icon-left="refresh-cw"
/>
</div>
</ul>
</div>
</div>
</template>
<script setup>
import { TemplateOption } from '@/utils'
import {
TextInput,
FormControl,
Switch,
Dropdown,
FeatherIcon,
toast,
} from 'frappe-ui'
import { ref, computed, inject } from 'vue'
const emit = defineEmits(['updateStep'])
const templates = inject('templates')
const search = ref('')
const currentDoctype = ref('All')
const confirmDelete = ref(false)
const templatesList = computed(() => {
let list = templates.data || []
if (search.value) {
list = list.filter(
(template) =>
template.name.toLowerCase().includes(search.value.toLowerCase()) ||
template.subject.toLowerCase().includes(search.value.toLowerCase()),
)
}
if (currentDoctype.value !== 'All') {
list = list.filter(
(template) => template.reference_doctype === currentDoctype.value,
)
}
return list
})
function toggleEmailTemplate(template) {
templates.setValue.submit(
{
name: template.name,
enabled: template.enabled ? 1 : 0,
},
{
onSuccess: () => {
toast.success(
template.enabled
? __('Template enabled successfully')
: __('Template disabled successfully'),
)
},
onError: (error) => {
toast.error(error.messages[0] || __('Failed to update template'))
// Revert the change if there was an error
template.enabled = !template.enabled
},
},
)
}
function deleteTemplate(template) {
confirmDelete.value = false
templates.delete.submit(template.name, {
onSuccess: () => {
toast.success(__('Template deleted successfully'))
},
onError: (error) => {
toast.error(error.messages[0] || __('Failed to delete template'))
},
})
}
function getDropdownOptions(template) {
let options = [
{
label: __('Duplicate'),
component: (props) =>
TemplateOption({
option: __('Duplicate'),
icon: 'copy',
active: props.active,
onClick: () => emit('updateStep', 'new-template', { ...template }),
}),
},
{
label: __('Delete'),
component: (props) =>
TemplateOption({
option: __('Delete'),
icon: 'trash-2',
active: props.active,
onClick: (e) => {
e.preventDefault()
e.stopPropagation()
confirmDelete.value = true
},
}),
condition: () => !confirmDelete.value,
},
{
label: __('Confirm Delete'),
component: (props) =>
TemplateOption({
option: __('Confirm Delete'),
icon: 'trash-2',
active: props.active,
theme: 'danger',
onClick: () => deleteTemplate(template),
}),
condition: () => confirmDelete.value,
},
]
return options.filter((option) => option.condition?.() || true)
}
</script>

View File

@ -0,0 +1,195 @@
<template>
<div class="flex h-full flex-col gap-6 p-8 text-ink-gray-8">
<!-- Header -->
<div class="flex justify-between">
<div class="flex gap-1 -ml-4 w-9/12">
<Button
variant="ghost"
icon-left="chevron-left"
:label="
templateData?.name ? __('Duplicate template') : __('New template')
"
size="md"
@click="() => emit('updateStep', 'template-list')"
class="text-xl !h-7 font-semibold hover:bg-transparent focus:bg-transparent focus:outline-none focus:ring-0 focus:ring-offset-0 focus-visible:none active:bg-transparent active:outline-none active:ring-0 active:ring-offset-0 active:text-ink-gray-5"
/>
</div>
<div class="flex item-center space-x-2 w-3/12 justify-end">
<Button
:label="templateData?.name ? __('Duplicate') : __('Create')"
icon-left="plus"
variant="solid"
@click="createTemplate"
/>
</div>
</div>
<!-- Fields -->
<div class="flex flex-1 flex-col gap-4 overflow-y-auto">
<div
class="flex justify-between items-center cursor-pointer border-b py-3"
@click="() => (template.enabled = !template.enabled)"
>
<div class="text-base text-ink-gray-7">{{ __('Enabled') }}</div>
<Switch v-model="template.enabled" @click.stop />
</div>
<div class="flex sm:flex-row flex-col gap-4">
<div class="flex-1">
<FormControl
size="md"
v-model="template.name"
:placeholder="__('Payment Reminder')"
:label="__('Name')"
:required="true"
/>
</div>
<div class="flex-1">
<FormControl
type="select"
size="md"
v-model="template.reference_doctype"
:label="__('For')"
:options="[
{
label: __('Deal'),
value: 'CRM Deal',
},
{
label: __('Lead'),
value: 'CRM Lead',
},
]"
:placeholder="__('Deal')"
/>
</div>
</div>
<div>
<FormControl
ref="subjectRef"
size="md"
v-model="template.subject"
:label="__('Subject')"
:placeholder="__('Payment Reminder from Frappé - (#{{ name }})')"
:required="true"
/>
</div>
<div class="border-t pt-4">
<FormControl
type="select"
size="md"
v-model="template.content_type"
:label="__('Content Type')"
default="Rich Text"
:options="['Rich Text', 'HTML']"
:placeholder="__('Rich Text')"
/>
</div>
<div>
<FormControl
v-if="template.content_type === 'HTML'"
size="md"
type="textarea"
:label="__('Content')"
:required="true"
ref="content"
:rows="10"
v-model="template.response_html"
:placeholder="
__(
'<p>Dear {{ lead_name }},</p>\n\n<p>This is a reminder for the payment of {{ grand_total }}.</p>\n\n<p>Thanks,</p>\n<p>Frappé</p>',
)
"
/>
<div v-else>
<div class="mb-1.5 text-base text-ink-gray-5">
{{ __('Content') }}
<span class="text-ink-red-3">*</span>
</div>
<TextEditor
ref="content"
editor-class="!prose-sm max-w-full overflow-auto min-h-[180px] max-h-80 py-1.5 px-2 rounded border border-[--surface-gray-2] bg-surface-gray-2 placeholder-ink-gray-4 hover:border-outline-gray-modals hover:bg-surface-gray-3 hover:shadow-sm focus:bg-surface-white focus:border-outline-gray-4 focus:shadow-sm focus:ring-0 focus-visible:ring-2 focus-visible:ring-outline-gray-3 text-ink-gray-8 transition-colors"
:bubbleMenu="true"
:content="template.response"
@change="(val) => (template.response = val)"
:placeholder="
__(
'Dear {{ lead_name }}, \n\nThis is a reminder for the payment of {{ grand_total }}. \n\nThanks, \nFrappé',
)
"
/>
</div>
</div>
</div>
<div v-if="errorMessage">
<ErrorMessage :message="__(errorMessage)" />
</div>
</div>
</template>
<script setup>
import { TextEditor, FormControl, Switch, toast } from 'frappe-ui'
import { inject, onMounted, ref } from 'vue'
const props = defineProps({
templateData: {
type: Object,
default: () => ({}),
},
})
const emit = defineEmits(['updateStep'])
const errorMessage = ref('')
const template = ref({
name: '',
reference_doctype: 'CRM Deal',
subject: '',
content_type: 'Rich Text',
response_html: '',
response: '',
enabled: false,
})
const templates = inject('templates')
const createTemplate = () => {
errorMessage.value = ''
if (!template.value.name) {
errorMessage.value = __('Name is required')
return
}
if (!template.value.subject) {
errorMessage.value = __('Subject is required')
return
}
if (template.value.content_type === 'Rich Text' && !template.value.response) {
errorMessage.value = __('Content is required')
return
}
if (template.value.content_type === 'HTML' && !template.value.response_html) {
errorMessage.value = __('Content is required')
return
}
templates.insert.submit(
{ ...template.value },
{
onSuccess: () => {
emit('updateStep', 'template-list')
toast.success(__('Template created successfully'))
},
onError: (error) => {
errorMessage.value =
error.messages[0] || __('Failed to create template')
},
},
)
}
onMounted(() => {
if (props.templateData?.name) {
Object.assign(template.value, props.templateData)
template.value.name = template.value.name + ' - Copy'
template.value.enabled = false // Default to disabled for new templates
}
})
</script>

View File

@ -45,12 +45,14 @@ import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
import ERPNextIcon from '@/components/Icons/ERPNextIcon.vue'
import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
import Email2Icon from '@/components/Icons/Email2Icon.vue'
import EmailTemplateIcon from '@/components/Icons/EmailTemplateIcon.vue'
import Users from '@/components/Settings/Users.vue'
import GeneralSettings from '@/components/Settings/GeneralSettings.vue'
import InviteUserPage from '@/components/Settings/InviteUserPage.vue'
import ProfileSettings from '@/components/Settings/ProfileSettings.vue'
import WhatsAppSettings from '@/components/Settings/WhatsAppSettings.vue'
import ERPNextSettings from '@/components/Settings/ERPNextSettings.vue'
import EmailTemplatePage from '@/components/Settings/EmailTemplate/EmailTemplatePage.vue'
import TelephonySettings from '@/components/Settings/TelephonySettings.vue'
import EmailConfig from '@/components/Settings/EmailConfig.vue'
import SidebarLink from '@/components/SidebarLink.vue'
@ -107,6 +109,11 @@ const tabs = computed(() => {
component: markRaw(EmailConfig),
condition: () => isManager(),
},
{
label: __('Email Templates'),
icon: EmailTemplateIcon,
component: markRaw(EmailTemplatePage),
},
],
},
{

View File

@ -1,7 +1,7 @@
<template>
<div class="flex h-full flex-col gap-6 p-8 text-ink-gray-8">
<div class="flex h-full flex-col gap-6 p-6 text-ink-gray-8">
<!-- Header -->
<div class="flex justify-between">
<div class="flex justify-between px-2 pt-2">
<div class="flex flex-col gap-1 w-9/12">
<h2 class="flex gap-2 text-xl font-semibold leading-none h-5">
{{ __('Users') }}
@ -63,7 +63,10 @@
class="flex flex-col overflow-hidden"
v-if="!users.loading && users.data?.crmUsers?.length > 1"
>
<div class="flex items-center justify-between mb-4">
<div
v-if="users.data?.crmUsers?.length > 10"
class="flex items-center justify-between mb-4 px-2 pt-0.5"
>
<TextInput
ref="searchRef"
v-model="search"
@ -86,7 +89,7 @@
]"
/>
</div>
<ul class="divide-y divide-outline-gray-modals overflow-y-auto">
<ul class="divide-y divide-outline-gray-modals overflow-y-auto px-2">
<template v-for="user in usersList" :key="user.name">
<li class="flex items-center justify-between py-2">
<div class="flex items-center">
@ -109,14 +112,31 @@
:options="getMoreOptions(user)"
:button="{
icon: 'more-horizontal',
onblur: (e) => {
e.stopPropagation()
confirmRemove = false
},
}"
placement="right"
/>
<Tooltip
v-if="isManager() && user.role == 'System Manager'"
:text="__('Cannot change role of user with Admin access')"
>
<Button :label="__('Admin')" icon-left="shield" />
</Tooltip>
<Dropdown
v-else
:options="getDropdownOptions(user)"
:button="{
label: roleMap[user.role],
iconRight: 'chevron-down',
iconLeft:
user.role === 'System Manager'
? 'shield'
: user.role === 'Sales Manager'
? 'briefcase'
: 'user-check',
}"
placement="right"
/>
@ -146,12 +166,12 @@
</template>
<script setup>
import LucideCheck from '~icons/lucide/check'
import AddExistingUserModal from '@/components/Modals/AddExistingUserModal.vue'
import { activeSettingsPage } from '@/composables/settings'
import { usersStore } from '@/stores/users'
import { Avatar, TextInput, toast, call } from 'frappe-ui'
import { ref, computed, h, onMounted } from 'vue'
import { TemplateOption, DropdownOption } from '@/utils'
import { Avatar, TextInput, toast, call, FeatherIcon, Tooltip } from 'frappe-ui'
import { ref, computed, onMounted } from 'vue'
const { users, isAdmin, isManager } = usersStore()
@ -182,12 +202,36 @@ const usersList = computed(() => {
})
})
const confirmRemove = ref(false)
function getMoreOptions(user) {
let options = [
{
label: __('Remove'),
icon: 'trash-2',
onClick: () => removeUser(user, true),
component: (props) =>
TemplateOption({
option: __('Remove'),
icon: 'trash-2',
active: props.active,
onClick: (e) => {
e.preventDefault()
e.stopPropagation()
confirmRemove.value = true
},
}),
condition: () => !confirmRemove.value,
},
{
label: __('Confirm Remove'),
component: (props) =>
TemplateOption({
option: __('Confirm Remove'),
icon: 'trash-2',
active: props.active,
theme: 'danger',
onClick: () => removeUser(user, true),
}),
condition: () => confirmRemove.value,
},
]
@ -199,8 +243,9 @@ function getDropdownOptions(user) {
{
label: __('Admin'),
component: (props) =>
RoleOption({
role: __('Admin'),
DropdownOption({
option: __('Admin'),
icon: 'shield',
active: props.active,
selected: user.role === 'System Manager',
onClick: () => updateRole(user, 'System Manager'),
@ -210,8 +255,9 @@ function getDropdownOptions(user) {
{
label: __('Manager'),
component: (props) =>
RoleOption({
role: __('Manager'),
DropdownOption({
option: __('Manager'),
icon: 'briefcase',
active: props.active,
selected: user.role === 'Sales Manager',
onClick: () => updateRole(user, 'Sales Manager'),
@ -221,8 +267,9 @@ function getDropdownOptions(user) {
{
label: __('Sales User'),
component: (props) =>
RoleOption({
role: __('Sales User'),
DropdownOption({
option: __('Sales User'),
icon: 'user-check',
active: props.active,
selected: user.role === 'Sales User',
onClick: () => updateRole(user, 'Sales User'),
@ -233,28 +280,6 @@ function getDropdownOptions(user) {
return options.filter((option) => option.condition?.() || true)
}
function RoleOption({ active, role, onClick, selected }) {
return h(
'button',
{
class: [
active ? 'bg-surface-gray-2' : 'text-ink-gray-8',
'group flex w-full justify-between items-center rounded-md px-2 py-2 text-sm',
],
onClick: !selected ? onClick : null,
},
[
h('span', { class: 'whitespace-nowrap' }, role),
selected
? h(LucideCheck, {
class: ['h-4 w-4 shrink-0 text-ink-gray-7'],
'aria-hidden': true,
})
: null,
],
)
}
function updateRole(user, newRole) {
if (user.role === newRole) return

View File

@ -91,64 +91,52 @@
<div class="flex gap-1.5">
<Tooltip v-if="callEnabled" :text="__('Make a call')">
<div>
<Button class="h-7 w-7" @click="triggerCall">
<template #icon>
<PhoneIcon />
</template>
<Button @click="triggerCall">
<template #icon><PhoneIcon /></template>
</Button>
</div>
</Tooltip>
<Tooltip :text="__('Send an email')">
<div>
<Button
class="h-7 w-7"
@click="
deal.data.email
? openEmailBox()
: toast.error(__('No email set'))
"
>
<template #icon>
<Email2Icon />
</template>
<template #icon><Email2Icon /></template>
</Button>
</div>
</Tooltip>
<Tooltip :text="__('Go to website')">
<div>
<Button
class="h-7 w-7"
@click="
deal.data.website
? openWebsite(deal.data.website)
: toast.error(__('No website set'))
"
>
<template #icon>
<LinkIcon />
</template>
<template #icon><LinkIcon /></template>
</Button>
</div>
</Tooltip>
<Tooltip :text="__('Attach a file')">
<div>
<Button class="size-7" @click="showFilesUploader = true">
<template #icon>
<AttachmentIcon />
</template>
<Button @click="showFilesUploader = true">
<template #icon><AttachmentIcon /></template>
</Button>
</div>
</Tooltip>
<Tooltip :text="__('Delete')">
<div>
<Button
class="h-7 w-7"
@click="deleteDealWithModal(deal.data.name)"
variant="subtle"
icon="trash-2"
theme="red"
>
<FeatherIcon name="trash" class="h-4 w-4" />
</Button>
/>
</div>
</Tooltip>
</div>

View File

@ -1,6 +0,0 @@
<template>
<div>
<h1>Email Templates</h1>
<p>Here is a list of email templates</p>
</div>
</template>

View File

@ -1,179 +0,0 @@
<template>
<LayoutHeader>
<template #left-header>
<ViewBreadcrumbs v-model="viewControls" routeName="Email Templates" />
</template>
<template #right-header>
<CustomActions
v-if="emailTemplatesListView?.customListActions"
:actions="emailTemplatesListView.customListActions"
/>
<Button
variant="solid"
:label="__('Create')"
@click="() => showEmailTemplate()"
>
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
</Button>
</template>
</LayoutHeader>
<ViewControls
ref="viewControls"
v-model="emailTemplates"
v-model:loadMore="loadMore"
v-model:resizeColumn="triggerResize"
v-model:updatedPageCount="updatedPageCount"
doctype="Email Template"
/>
<EmailTemplatesListView
ref="emailTemplatesListView"
v-if="emailTemplates.data && rows.length"
v-model="emailTemplates.data.page_length_count"
v-model:list="emailTemplates"
:rows="rows"
:columns="emailTemplates.data.columns"
:options="{
showTooltip: false,
resizeColumn: true,
rowCount: emailTemplates.data.row_count,
totalCount: emailTemplates.data.total_count,
}"
@loadMore="() => loadMore++"
@columnWidthUpdated="() => triggerResize++"
@updatePageCount="(count) => (updatedPageCount = count)"
@showEmailTemplate="showEmailTemplate"
@applyFilter="(data) => viewControls.applyFilter(data)"
@applyLikeFilter="(data) => viewControls.applyLikeFilter(data)"
@likeDoc="(data) => viewControls.likeDoc(data)"
@selectionsChanged="
(selections) => viewControls.updateSelections(selections)
"
/>
<div
v-else-if="emailTemplates.data"
class="flex h-full items-center justify-center"
>
<div
class="flex flex-col items-center gap-3 text-xl font-medium text-ink-gray-4"
>
<Email2Icon class="h-10 w-10" />
<span>{{ __('No {0} Found', [__('Email Templates')]) }}</span>
<Button :label="__('Create')" @click="() => showEmailTemplate()">
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
</Button>
</div>
</div>
<EmailTemplateModal
v-model="showEmailTemplateModal"
v-model:reloadEmailTemplates="emailTemplates"
:emailTemplate="emailTemplate"
/>
</template>
<script setup>
import ViewBreadcrumbs from '@/components/ViewBreadcrumbs.vue'
import CustomActions from '@/components/CustomActions.vue'
import Email2Icon from '@/components/Icons/Email2Icon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue'
import ViewControls from '@/components/ViewControls.vue'
import EmailTemplatesListView from '@/components/ListViews/EmailTemplatesListView.vue'
import EmailTemplateModal from '@/components/Modals/EmailTemplateModal.vue'
import { getMeta } from '@/stores/meta'
import { formatDate, timeAgo } from '@/utils'
import { computed, ref } from 'vue'
const { getFormattedPercent, getFormattedFloat, getFormattedCurrency } =
getMeta('Email Template')
const emailTemplatesListView = ref(null)
// emailTemplates data is loaded in the ViewControls component
const emailTemplates = ref({})
const loadMore = ref(1)
const triggerResize = ref(1)
const updatedPageCount = ref(20)
const viewControls = ref(null)
const rows = computed(() => {
if (
!emailTemplates.value?.data?.data ||
!['list', 'group_by'].includes(emailTemplates.value.data.view_type)
)
return []
return emailTemplates.value?.data.data.map((emailTemplate) => {
let _rows = {}
emailTemplates.value?.data.rows.forEach((row) => {
_rows[row] = emailTemplate[row]
let fieldType = emailTemplates.value?.data.columns?.find(
(col) => (col.key || col.value) == row,
)?.type
if (
fieldType &&
['Date', 'Datetime'].includes(fieldType) &&
!['modified', 'creation'].includes(row)
) {
_rows[row] = formatDate(
emailTemplate[row],
'',
true,
fieldType == 'Datetime',
)
}
if (fieldType && fieldType == 'Currency') {
_rows[row] = getFormattedCurrency(row, emailTemplate)
}
if (fieldType && fieldType == 'Float') {
_rows[row] = getFormattedFloat(row, emailTemplate)
}
if (fieldType && fieldType == 'Percent') {
_rows[row] = getFormattedPercent(row, emailTemplate)
}
if (['modified', 'creation'].includes(row)) {
_rows[row] = {
label: formatDate(emailTemplate[row]),
timeAgo: timeAgo(emailTemplate[row]),
}
}
})
return _rows
})
})
const showEmailTemplateModal = ref(false)
const emailTemplate = ref({})
function showEmailTemplate(name) {
if (!name) {
emailTemplate.value = {
subject: '',
response: '',
response_html: '',
name: '',
enabled: 1,
use_html: 0,
owner: '',
reference_doctype: 'CRM Deal',
}
} else {
let et = rows.value?.find((row) => row.name === name)
emailTemplate.value = {
subject: et.subject,
response: et.response,
response_html: et.response_html,
name: et.name,
enabled: et.enabled,
use_html: et.use_html,
owner: et.owner,
reference_doctype: et.reference_doctype,
}
}
showEmailTemplateModal.value = true
}
</script>

View File

@ -134,7 +134,6 @@
<Tooltip v-if="callEnabled" :text="__('Make a call')">
<div>
<Button
class="h-7 w-7"
@click="
() =>
lead.data.mobile_no
@ -151,7 +150,6 @@
<Tooltip :text="__('Send an email')">
<div>
<Button
class="h-7 w-7"
@click="
lead.data.email
? openEmailBox()
@ -167,7 +165,6 @@
<Tooltip :text="__('Go to website')">
<div>
<Button
class="h-7 w-7"
@click="
lead.data.website
? openWebsite(lead.data.website)
@ -182,7 +179,7 @@
</Tooltip>
<Tooltip :text="__('Attach a file')">
<div>
<Button class="h-7 w-7" @click="showFilesUploader = true">
<Button @click="showFilesUploader = true">
<template #icon>
<AttachmentIcon />
</template>
@ -192,13 +189,11 @@
<Tooltip :text="__('Delete')">
<div>
<Button
class="h-7 w-7"
@click="deleteLeadWithModal(lead.data.name)"
variant="subtle"
theme="red"
>
<FeatherIcon name="trash" class="h-4 w-4" />
</Button>
icon="trash-2"
/>
</div>
</Tooltip>
</div>

View File

@ -79,18 +79,6 @@ const routes = [
name: 'Call Logs',
component: () => import('@/pages/CallLogs.vue'),
},
{
alias: '/email-templates',
path: '/email-templates/view/:viewType?',
name: 'Email Templates',
component: () => import('@/pages/EmailTemplates.vue'),
},
{
path: '/email-templates/:emailTemplateId',
name: 'Email Template',
component: () => import('@/pages/EmailTemplate.vue'),
props: true,
},
{
path: '/welcome',
name: 'Welcome',

View File

@ -1,9 +1,10 @@
import LucideCheck from '~icons/lucide/check'
import TaskStatusIcon from '@/components/Icons/TaskStatusIcon.vue'
import TaskPriorityIcon from '@/components/Icons/TaskPriorityIcon.vue'
import { usersStore } from '@/stores/users'
import { gemoji } from 'gemoji'
import { getMeta } from '@/stores/meta'
import { toast, dayjsLocal, dayjs, getConfig } from 'frappe-ui'
import { toast, dayjsLocal, dayjs, getConfig, FeatherIcon } from 'frappe-ui'
import { h } from 'vue'
export function formatTime(seconds) {
@ -465,3 +466,66 @@ export function runSequentially(functions) {
return promise.then(() => fn())
}, Promise.resolve())
}
export function DropdownOption({
active,
option,
theme,
icon,
onClick,
selected,
}) {
return h(
'button',
{
class: [
active ? 'bg-surface-gray-2' : 'text-ink-gray-8',
'group flex w-full justify-between items-center rounded-md px-2 py-2 text-sm',
theme == 'danger' ? 'text-ink-red-3 hover:bg-ink-red-1' : '',
],
onClick: !selected ? onClick : null,
},
[
h('div', { class: 'flex gap-2' }, [
icon
? h(FeatherIcon, {
name: icon,
class: ['h-4 w-4 shrink-0'],
'aria-hidden': true,
})
: null,
h('span', { class: 'whitespace-nowrap' }, option),
]),
selected
? h(LucideCheck, {
class: ['h-4 w-4 shrink-0 text-ink-gray-7'],
'aria-hidden': true,
})
: null,
],
)
}
export function TemplateOption({ active, option, theme, icon, onClick }) {
return h(
'button',
{
class: [
active ? 'bg-surface-gray-2 text-ink-gray-8' : 'text-ink-gray-7',
'group flex w-full gap-2 items-center rounded-md px-2 py-2 text-sm',
theme == 'danger' ? 'text-ink-red-3 hover:bg-ink-red-1' : '',
],
onClick: onClick,
},
[
icon
? h(FeatherIcon, {
name: icon,
class: ['h-4 w-4 shrink-0'],
'aria-hidden': true,
})
: null,
h('span', { class: 'whitespace-nowrap' }, option),
],
)
}

View File

@ -2570,10 +2570,10 @@ fraction.js@^4.3.7:
resolved "https://registry.yarnpkg.com/fraction.js/-/fraction.js-4.3.7.tgz#06ca0085157e42fda7f9e726e79fefc4068840f7"
integrity sha512-ZsDfxO51wGAXREY55a7la9LScWpwv9RxIrYABrlvOFBlH/ShPnrtsXeuUIfXKKOVicNxQ+o8JTbJvjS4M89yew==
frappe-ui@^0.1.156:
version "0.1.156"
resolved "https://registry.yarnpkg.com/frappe-ui/-/frappe-ui-0.1.156.tgz#1a476aec80b0e0f72470f9dc3990bb023b2ebb09"
integrity sha512-JsIODLL7YYFhKSYfWJJ9M1+VMmj8M0xZ1D5M7Cx0c+OWg5Qm0xda1592Tr+om1a7u0zWcfjuQnW9mHN1lW5HIA==
frappe-ui@^0.1.162:
version "0.1.162"
resolved "https://registry.yarnpkg.com/frappe-ui/-/frappe-ui-0.1.162.tgz#01a2f06e9db70b1bce6e0b0f2089a9cc1cb8dd51"
integrity sha512-LdlEQ1I8oMj2TAmx0FGuJl+AwQ6/jqtwEy3lei3mH6SVArfGnoVDqLm8aeJTwAB6KUjgCj+ffWe6vN7HmZXIcg==
dependencies:
"@floating-ui/vue" "^1.1.6"
"@headlessui/vue" "^1.7.14"