Merge pull request #894 from shariquerik/refactor-assignees

crm/api/doc.py

@@ -3,6 +3,7 @@ import json
 import frappe
 from frappe import _
 from frappe.custom.doctype.property_setter.property_setter import make_property_setter
+from frappe.desk.form.assign_to import set_status
 from frappe.model import no_value_fields
 from frappe.model.document import get_controller
 from frappe.utils import make_filter_tuple
@@ -659,6 +660,24 @@ def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False, only_re
 	return fields_meta
 
 
+@frappe.whitelist()
+def remove_assignments(doctype, name, assignees, ignore_permissions=False):
+	assignees = json.loads(assignees)
+
+	if not assignees:
+		return
+
+	for assign_to in assignees:
+		set_status(
+			doctype,
+			name,
+			todo=None,
+			assign_to=assign_to,
+			status="Cancelled",
+			ignore_permissions=ignore_permissions,
+		)
+
+@frappe.whitelist()
 def get_assigned_users(doctype, name, default_assigned_to=None):
 	assigned_users = frappe.get_all(
 		"ToDo",

crm/fcrm/doctype/crm_deal/api.py

@@ -13,7 +13,6 @@ def get_deal(name):
 
 	deal["fields_meta"] = get_fields_meta("CRM Deal")
 	deal["_form_script"] = get_form_script("CRM Deal")
-	deal["_assign"] = get_assigned_users("CRM Deal", deal.name)
 	return deal
 
 

crm/fcrm/doctype/crm_lead/api.py

@@ -13,5 +13,4 @@ def get_lead(name):
 
 	lead["fields_meta"] = get_fields_meta("CRM Lead")
 	lead["_form_script"] = get_form_script("CRM Lead")
-	lead["_assign"] = get_assigned_users("CRM Lead", lead.name)
 	return lead

frontend/src/components/Activities/Activities.vue

@@ -365,7 +365,11 @@
       </div>
     </div>
     <div v-else-if="title == 'Data'" class="h-full flex flex-col px-3 sm:px-10">
-      <DataFields :doctype="doctype" :docname="doc.data.name" />
+      <DataFields
+        :doctype="doctype"
+        :docname="doc.data.name"
+        @afterSave="(data) => emit('afterSave', data)"
+      />
     </div>
     <div
       v-else
@@ -514,6 +518,8 @@ const props = defineProps({
   },
 })
 
+const emit = defineEmits(['afterSave'])
+
 const route = useRoute()
 
 const doc = defineModel()

frontend/src/components/Activities/DataFields.vue

@@ -76,6 +76,9 @@ const props = defineProps({
     required: true,
   },
 })
+
+const emit = defineEmits(['afterSave'])
+
 const { isManager } = usersStore()
 
 const showDataFieldsModal = ref(false)
@@ -90,7 +93,21 @@ const tabs = createResource({
 })
 
 function saveChanges() {
-  document.save.submit()
+  if (!document.isDirty) return
+
+  const updatedDoc = { ...document.doc }
+  const oldDoc = { ...document.originalDoc }
+
+  const changes = Object.keys(updatedDoc).reduce((acc, key) => {
+    if (JSON.stringify(updatedDoc[key]) !== JSON.stringify(oldDoc[key])) {
+      acc[key] = updatedDoc[key]
+    }
+    return acc
+  }, {})
+
+  document.save.submit(null, {
+    onSuccess: () => emit('afterSave', changes),
+  })
 }
 
 watch(

frontend/src/components/Modals/AssignmentModal.vue

@@ -145,13 +145,11 @@ function updateAssignees() {
     .map((assignee) => assignee.name)
 
   if (removedAssignees.length) {
-    for (let a of removedAssignees) {
+    call('crm.api.doc.remove_assignments', {
-      call('frappe.desk.form.assign_to.remove', {
+      doctype: props.doctype,
-        doctype: props.doctype,
+      name: props.doc.name,
-        name: props.doc.name,
+      assignees: JSON.stringify(removedAssignees),
-        assign_to: a,
+    })
-      })
-    }
   }
 
   if (addedAssignees.length) {

frontend/src/components/SidePanelLayout.vue

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

frontend/src/data/document.js

@@ -1,6 +1,6 @@
 import { getScript } from '@/data/script'
-import { runSequentially } from '@/utils'
+import { runSequentially, parseAssignees } from '@/utils'
-import { createDocumentResource, toast } from 'frappe-ui'
+import { createDocumentResource, createResource, toast } from 'frappe-ui'
 import { reactive } from 'vue'
 
 const documentsCache = {}
@@ -35,6 +35,17 @@ export function useDocument(doctype, docname) {
     }
   }
 
+  const assignees = createResource({
+    url: 'crm.api.doc.get_assigned_users',
+    cache: `assignees:${doctype}:${docname}`,
+    auto: true,
+    params: {
+      doctype: doctype,
+      name: docname,
+    },
+    transform: (data) => parseAssignees(data),
+  })
+
   async function setupFormScript() {
     if (
       controllersCache[doctype] &&
@@ -177,6 +188,7 @@ export function useDocument(doctype, docname) {
 
   return {
     document: documentsCache[doctype][docname || ''],
+    assignees,
     triggerOnChange,
     triggerOnRowAdd,
     triggerOnRowRemove,

frontend/src/pages/Deal.vue

@@ -13,8 +13,8 @@
         :actions="deal.data._customActions"
       />
       <AssignTo
-        v-model="deal.data._assignedTo"
+        v-model="assignees.data"
-        :data="deal.data"
+        :data="document.doc"
         doctype="CRM Deal"
       />
       <Dropdown
@@ -46,6 +46,7 @@
           v-model:reload="reload"
           v-model:tabIndex="tabIndex"
           v-model="deal"
+          @afterSave="reloadAssignees"
         />
       </template>
     </Tabs>
@@ -134,6 +135,7 @@
           doctype="CRM Deal"
           :docname="deal.data.name"
           @reload="sections.reload"
+          @afterFieldChange="reloadAssignees"
         >
           <template #actions="{ section }">
             <div v-if="section.name == 'contacts_section'" class="pr-2">
@@ -332,17 +334,13 @@ import Section from '@/components/Section.vue'
 import SidePanelLayout from '@/components/SidePanelLayout.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import {
+import { openWebsite, setupCustomizations, copyToClipboard } from '@/utils'
-  openWebsite,
-  setupAssignees,
-  setupCustomizations,
-  copyToClipboard,
-} from '@/utils'
 import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
 import { globalStore } from '@/stores/global'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
+import { useDocument } from '@/data/document'
 import { whatsappEnabled, callEnabled } from '@/composables/settings'
 import {
   createResource,
@@ -396,7 +394,6 @@ const deal = createResource({
       organization.fetch()
     }
 
-    setupAssignees(deal)
     setupCustomizations(deal, {
       doc: data,
       $dialog,
@@ -721,4 +718,12 @@ const activities = ref(null)
 function openEmailBox() {
   activities.value.emailBox.show = true
 }
+
+const { assignees, document } = useDocument('CRM Deal', props.dealId)
+
+function reloadAssignees(data) {
+  if (data?.hasOwnProperty('deal_owner')) {
+    assignees.reload()
+  }
+}
 </script>

frontend/src/pages/Lead.vue

@@ -13,8 +13,8 @@
         :actions="lead.data._customActions"
       />
       <AssignTo
-        v-model="lead.data._assignedTo"
+        v-model="assignees.data"
-        :data="lead.data"
+        :data="document.doc"
         doctype="CRM Lead"
       />
       <Dropdown
@@ -51,6 +51,7 @@
           v-model:reload="reload"
           v-model:tabIndex="tabIndex"
           v-model="lead"
+          @afterSave="reloadAssignees"
         />
       </template>
     </Tabs>
@@ -186,6 +187,7 @@
           doctype="CRM Lead"
           :docname="lead.data.name"
           @reload="sections.reload"
+          @afterFieldChange="reloadAssignees"
         />
       </div>
     </Resizer>
@@ -335,12 +337,7 @@ import SidePanelLayout from '@/components/SidePanelLayout.vue'
 import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import {
+import { openWebsite, setupCustomizations, copyToClipboard } from '@/utils'
-  openWebsite,
-  setupAssignees,
-  setupCustomizations,
-  copyToClipboard,
-} from '@/utils'
 import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
 import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
@@ -403,7 +400,6 @@ const lead = createResource({
   onSuccess: (data) => {
     errorTitle.value = ''
     errorMessage.value = ''
-    setupAssignees(lead)
     setupCustomizations(lead, {
       doc: data,
       $dialog,
@@ -609,7 +605,10 @@ const existingOrganizationChecked = ref(false)
 const existingContact = ref('')
 const existingOrganization = ref('')
 
-const { triggerConvertToDeal } = useDocument('CRM Lead', props.leadId)
+const { triggerConvertToDeal, assignees, document } = useDocument(
+  'CRM Lead',
+  props.leadId,
+)
 
 async function convertToDeal() {
   if (existingContactChecked.value && !existingContact.value) {
@@ -711,4 +710,10 @@ function openQuickEntryModal() {
   }
   showConvertToDealModal.value = false
 }
+
+function reloadAssignees(data) {
+  if (data?.hasOwnProperty('lead_owner')) {
+    assignees.reload()
+  }
+}
 </script>

frontend/src/pages/MobileDeal.vue

@@ -36,8 +36,8 @@
     class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
   >
     <AssignTo
-      v-model="deal.data._assignedTo"
+      v-model="assignees.data"
-      :data="deal.data"
+      :data="document.doc"
       doctype="CRM Deal"
     />
     <div class="flex items-center gap-2">
@@ -66,6 +66,7 @@
               doctype="CRM Deal"
               :docname="deal.data.name"
               @reload="sections.reload"
+              @afterFieldChange="reloadAssignees"
             >
               <template #actions="{ section }">
                 <div v-if="section.name == 'contacts_section'" class="pr-2">
@@ -258,12 +259,13 @@ import Link from '@/components/Controls/Link.vue'
 import SidePanelLayout from '@/components/SidePanelLayout.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import { setupAssignees, setupCustomizations } from '@/utils'
+import { setupCustomizations } from '@/utils'
 import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
 import { globalStore } from '@/stores/global'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
+import { useDocument } from '@/data/document'
 import {
   whatsappEnabled,
   callEnabled,
@@ -311,7 +313,6 @@ const deal = createResource({
       organization.fetch()
     }
 
-    setupAssignees(deal)
     setupCustomizations(deal, {
       doc: data,
       $dialog,
@@ -605,4 +606,12 @@ async function deleteDeal(name) {
   })
   router.push({ name: 'Deals' })
 }
+
+const { assignees, document } = useDocument('CRM Deal', props.dealId)
+
+function reloadAssignees(data) {
+  if (data?.hasOwnProperty('deal_owner')) {
+    assignees.reload()
+  }
+}
 </script>

frontend/src/pages/MobileLead.vue

@@ -36,8 +36,8 @@
     class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
   >
     <AssignTo
-      v-model="lead.data._assignedTo"
+      v-model="assignees.data"
-      :data="lead.data"
+      :data="document.doc"
       doctype="CRM Lead"
     />
     <div class="flex items-center gap-2">
@@ -71,6 +71,7 @@
               doctype="CRM Lead"
               :docname="lead.data.name"
               @reload="sections.reload"
+              @afterFieldChange="reloadAssignees"
             />
           </div>
         </div>
@@ -173,12 +174,13 @@ import Link from '@/components/Controls/Link.vue'
 import SidePanelLayout from '@/components/SidePanelLayout.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import { setupAssignees, setupCustomizations } from '@/utils'
+import { setupCustomizations } from '@/utils'
 import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
 import { globalStore } from '@/stores/global'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
+import { useDocument } from '@/data/document'
 import {
   whatsappEnabled,
   callEnabled,
@@ -220,7 +222,6 @@ const lead = createResource({
   params: { name: props.leadId },
   cache: ['lead', props.leadId],
   onSuccess: (data) => {
-    setupAssignees(lead)
     setupCustomizations(lead, {
       doc: data,
       $dialog,
@@ -454,4 +455,12 @@ async function convertToDeal() {
     router.push({ name: 'Deal', params: { dealId: deal } })
   }
 }
+
+const { assignees, document } = useDocument('CRM Lead', props.leadId)
+
+function reloadAssignees(data) {
+  if (data?.hasOwnProperty('lead_owner')) {
+    assignees.reload()
+  }
+}
 </script>

frontend/src/utils/index.js

@@ -211,10 +211,9 @@ export function validateEmail(email) {
   return regExp.test(email)
 }
 
-export function setupAssignees(doc) {
+export function parseAssignees(assignees) {
   let { getUser } = usersStore()
-  let assignees = doc.data?._assign || []
+  return assignees.map((user) => ({
-  doc.data._assignedTo = assignees.map((user) => ({
     name: user,
     image: getUser(user).user_image,
     label: getUser(user).full_name,