fix: handle new document for lead/deal/contact/organization
This commit is contained in:
Shariq Ansari
parent
e220767179
commit
c4feed116d
@ -25,7 +25,7 @@
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<FieldLayout
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v-if="tabs.data?.length"
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:tabs="tabs.data"
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:data="_contact"
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:data="_contact.doc"
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doctype="Contact"
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/>
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</div>
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@ -49,9 +49,10 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
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import EditIcon from '@/components/Icons/EditIcon.vue'
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import { usersStore } from '@/stores/users'
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import { isMobileView } from '@/composables/settings'
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import { useDocument } from '@/data/document'
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import { capture } from '@/telemetry'
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import { call, createResource } from 'frappe-ui'
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import { ref, nextTick, watch } from 'vue'
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import { ref, nextTick, onMounted } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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@ -77,23 +78,27 @@ const show = defineModel()
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const loading = ref(false)
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let _contact = ref({})
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const { document: _contact } = useDocument('Contact')
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if (Object.keys(_contact.doc).length != 0) {
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_contact.doc = {}
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}
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async function createContact() {
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if (_contact.value.email_id) {
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_contact.value.email_ids = [{ email_id: _contact.value.email_id }]
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delete _contact.value.email_id
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if (_contact.doc.email_id) {
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_contact.doc.email_ids = [{ email_id: _contact.doc.email_id }]
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delete _contact.doc.email_id
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}
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if (_contact.value.mobile_no) {
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_contact.value.phone_nos = [{ phone: _contact.value.mobile_no }]
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delete _contact.value.mobile_no
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if (_contact.doc.mobile_no) {
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_contact.doc.phone_nos = [{ phone: _contact.doc.mobile_no }]
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delete _contact.doc.mobile_no
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}
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const doc = await call('frappe.client.insert', {
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doc: {
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doctype: 'Contact',
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..._contact.value,
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..._contact.doc,
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},
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})
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if (doc.name) {
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@ -130,7 +135,7 @@ const tabs = createResource({
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field.read_only = false
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} else if (field.fieldname == 'address') {
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field.create = (value, close) => {
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_contact.value.address = value
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_contact.doc.address = value
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emit('openAddressModal')
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show.value = false
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close()
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@ -140,7 +145,7 @@ const tabs = createResource({
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show.value = false
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}
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} else if (field.fieldtype === 'Table') {
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_contact.value[field.fieldname] = []
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_contact.doc[field.fieldname] = []
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}
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})
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})
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@ -149,16 +154,9 @@ const tabs = createResource({
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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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_contact.value = { ...props.contact.data }
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})
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},
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)
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onMounted(() => {
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Object.assign(_contact.doc, props.contact.data || props.contact || {})
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})
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const showQuickEntryModal = defineModel('showQuickEntryModal')
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function openQuickEntryModal() {
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@ -50,7 +50,7 @@
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ref="fieldLayoutRef"
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v-if="tabs.data?.length"
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:tabs="tabs.data"
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:data="deal"
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:data="deal.doc"
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doctype="CRM Deal"
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/>
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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@ -76,9 +76,10 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
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import { usersStore } from '@/stores/users'
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import { statusesStore } from '@/stores/statuses'
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import { isMobileView } from '@/composables/settings'
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import { useDocument } from '@/data/document'
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import { capture } from '@/telemetry'
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import { Switch, createResource } from 'frappe-ui'
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import { computed, ref, reactive, onMounted, nextTick, watch } from 'vue'
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import { computed, ref, onMounted, nextTick, watch } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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@ -92,24 +93,11 @@ const show = defineModel()
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const router = useRouter()
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const error = ref(null)
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const deal = reactive({
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organization: '',
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organization_name: '',
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website: '',
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no_of_employees: '',
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territory: '',
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annual_revenue: '',
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industry: '',
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contact: '',
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salutation: '',
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first_name: '',
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last_name: '',
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email: '',
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mobile_no: '',
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gender: '',
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status: '',
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deal_owner: '',
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})
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const { document: deal } = useDocument('CRM Deal')
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if (Object.keys(deal.doc).length != 0) {
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deal.doc = {}
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}
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const hasOrganizationSections = ref(true)
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const hasContactSections = ref(true)
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@ -165,11 +153,11 @@ const tabs = createResource({
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if (field.fieldname == 'status') {
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field.fieldtype = 'Select'
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field.options = dealStatuses.value
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field.prefix = getDealStatus(deal.status).color
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field.prefix = getDealStatus(deal.doc.status).color
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}
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if (field.fieldtype === 'Table') {
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deal[field.fieldname] = []
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deal.doc[field.fieldname] = []
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}
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})
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})
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@ -180,46 +168,49 @@ const tabs = createResource({
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const dealStatuses = computed(() => {
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let statuses = statusOptions('deal')
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if (!deal.status) {
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deal.status = statuses[0].value
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if (!deal.doc.status) {
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deal.doc.status = statuses[0].value
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}
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return statuses
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})
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function createDeal() {
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if (deal.website && !deal.website.startsWith('http')) {
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deal.website = 'https://' + deal.website
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if (deal.doc.website && !deal.doc.website.startsWith('http')) {
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deal.doc.website = 'https://' + deal.doc.website
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}
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if (chooseExistingContact.value) {
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deal['first_name'] = null
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deal['last_name'] = null
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deal['email'] = null
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deal['mobile_no'] = null
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} else deal['contact'] = null
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deal.doc['first_name'] = null
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deal.doc['last_name'] = null
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deal.doc['email'] = null
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deal.doc['mobile_no'] = null
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} else deal.doc['contact'] = null
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createResource({
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url: 'crm.fcrm.doctype.crm_deal.crm_deal.create_deal',
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params: { args: deal },
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params: { args: deal.doc },
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auto: true,
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validate() {
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error.value = null
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if (deal.annual_revenue) {
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if (typeof deal.annual_revenue === 'string') {
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deal.annual_revenue = deal.annual_revenue.replace(/,/g, '')
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} else if (isNaN(deal.annual_revenue)) {
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if (deal.doc.annual_revenue) {
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if (typeof deal.doc.annual_revenue === 'string') {
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deal.doc.annual_revenue = deal.doc.annual_revenue.replace(/,/g, '')
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} else if (isNaN(deal.doc.annual_revenue)) {
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error.value = __('Annual Revenue should be a number')
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return error.value
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}
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}
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if (deal.mobile_no && isNaN(deal.mobile_no.replace(/[-+() ]/g, ''))) {
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if (
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deal.doc.mobile_no &&
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isNaN(deal.doc.mobile_no.replace(/[-+() ]/g, ''))
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) {
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error.value = __('Mobile No should be a number')
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return error.value
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}
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if (deal.email && !deal.email.includes('@')) {
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if (deal.doc.email && !deal.doc.email.includes('@')) {
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error.value = __('Invalid Email')
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return error.value
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}
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if (!deal.status) {
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if (!deal.doc.status) {
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error.value = __('Status is required')
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return error.value
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}
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@ -252,12 +243,12 @@ function openQuickEntryModal() {
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}
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onMounted(() => {
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Object.assign(deal, props.defaults)
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if (!deal.deal_owner) {
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deal.deal_owner = getUser().name
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Object.assign(deal.doc, props.defaults)
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if (!deal.doc.deal_owner) {
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deal.doc.deal_owner = getUser().name
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}
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if (!deal.status && dealStatuses.value[0].value) {
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deal.status = dealStatuses.value[0].value
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if (!deal.doc.status && dealStatuses.value[0].value) {
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deal.doc.status = dealStatuses.value[0].value
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}
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})
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</script>
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@ -23,7 +23,7 @@
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</div>
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</div>
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<div>
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<FieldLayout v-if="tabs.data" :tabs="tabs.data" :data="lead" />
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<FieldLayout v-if="tabs.data" :tabs="tabs.data" :data="lead.doc" />
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</div>
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</div>
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@ -51,7 +51,8 @@ import { isMobileView } from '@/composables/settings'
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import { capture } from '@/telemetry'
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import { createResource } from 'frappe-ui'
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import { useOnboarding } from 'frappe-ui/frappe'
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import { computed, onMounted, ref, reactive, nextTick } from 'vue'
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import { useDocument } from '@/data/document'
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import { computed, onMounted, ref, nextTick } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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@ -68,6 +69,20 @@ const router = useRouter()
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const error = ref(null)
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const isLeadCreating = ref(false)
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const { document: lead } = useDocument('CRM Lead')
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if (Object.keys(lead.doc).length != 0) {
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lead.doc = {}
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}
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const leadStatuses = computed(() => {
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let statuses = statusOptions('lead')
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if (!lead.doc.status) {
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lead.doc.status = statuses?.[0]?.value
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}
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return statuses
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})
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const tabs = createResource({
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url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
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cache: ['QuickEntry', 'CRM Lead'],
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@ -81,11 +96,11 @@ const tabs = createResource({
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if (field.fieldname == 'status') {
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field.fieldtype = 'Select'
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field.options = leadStatuses.value
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field.prefix = getLeadStatus(lead.status).color
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field.prefix = getLeadStatus(lead.doc.status).color
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}
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if (field.fieldtype === 'Table') {
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lead[field.fieldname] = []
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lead.doc[field.fieldname] = []
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}
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})
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})
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@ -94,23 +109,6 @@ const tabs = createResource({
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},
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})
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const lead = reactive({
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salutation: '',
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first_name: '',
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last_name: '',
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email: '',
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mobile_no: '',
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gender: '',
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organization: '',
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website: '',
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no_of_employees: '',
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territory: '',
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annual_revenue: '',
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industry: '',
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status: '',
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lead_owner: '',
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})
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const createLead = createResource({
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url: 'frappe.client.insert',
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makeParams(values) {
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@ -123,43 +121,38 @@ const createLead = createResource({
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},
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})
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const leadStatuses = computed(() => {
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let statuses = statusOptions('lead')
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if (!lead.status) {
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lead.status = statuses?.[0]?.value
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}
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return statuses
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})
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function createNewLead() {
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if (lead.website && !lead.website.startsWith('http')) {
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lead.website = 'https://' + lead.website
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if (lead.doc.website && !lead.doc.website.startsWith('http')) {
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lead.doc.website = 'https://' + lead.doc.website
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}
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createLead.submit(lead, {
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createLead.submit(lead.doc, {
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validate() {
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error.value = null
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if (!lead.first_name) {
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if (!lead.doc.first_name) {
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error.value = __('First Name is mandatory')
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return error.value
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}
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if (lead.annual_revenue) {
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if (typeof lead.annual_revenue === 'string') {
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lead.annual_revenue = lead.annual_revenue.replace(/,/g, '')
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} else if (isNaN(lead.annual_revenue)) {
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if (lead.doc.annual_revenue) {
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if (typeof lead.doc.annual_revenue === 'string') {
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lead.doc.annual_revenue = lead.doc.annual_revenue.replace(/,/g, '')
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} else if (isNaN(lead.doc.annual_revenue)) {
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error.value = __('Annual Revenue should be a number')
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return error.value
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}
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}
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if (lead.mobile_no && isNaN(lead.mobile_no.replace(/[-+() ]/g, ''))) {
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if (
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lead.doc.mobile_no &&
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isNaN(lead.doc.mobile_no.replace(/[-+() ]/g, ''))
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) {
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error.value = __('Mobile No should be a number')
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return error.value
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}
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if (lead.email && !lead.email.includes('@')) {
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if (lead.doc.email && !lead.doc.email.includes('@')) {
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error.value = __('Invalid Email')
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return error.value
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}
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if (!lead.status) {
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if (!lead.doc.status) {
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error.value = __('Status is required')
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return error.value
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}
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@ -195,12 +188,12 @@ function openQuickEntryModal() {
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}
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onMounted(() => {
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Object.assign(lead, props.defaults)
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if (!lead.lead_owner) {
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lead.lead_owner = getUser().name
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Object.assign(lead.doc, props.defaults)
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if (!lead.doc?.lead_owner) {
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lead.doc.lead_owner = getUser().name
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}
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if (!lead.status && leadStatuses.value[0]?.value) {
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lead.status = leadStatuses.value[0].value
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if (!lead.doc?.status && leadStatuses.value[0]?.value) {
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lead.doc.status = leadStatuses.value[0].value
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}
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})
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</script>
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@ -9,7 +9,12 @@
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</h3>
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</div>
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<div class="flex items-center gap-1">
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<Button v-if="isManager() && !isMobileView" variant="ghost" class="w-7" @click="openQuickEntryModal">
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<Button
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v-if="isManager() && !isMobileView"
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variant="ghost"
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class="w-7"
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@click="openQuickEntryModal"
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>
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<EditIcon class="w-4 h-4" />
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</Button>
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<Button variant="ghost" class="w-7" @click="show = false">
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@ -17,12 +22,23 @@
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</Button>
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</div>
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</div>
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<FieldLayout v-if="tabs.data?.length" :tabs="tabs.data" :data="_organization" doctype="CRM Organization" />
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<FieldLayout
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v-if="tabs.data?.length"
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:tabs="tabs.data"
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:data="_organization.doc"
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doctype="CRM Organization"
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/>
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<ErrorMessage class="mt-8" v-if="error" :message="__(error)" />
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</div>
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<div class="px-4 pt-4 pb-7 sm:px-6">
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<div class="space-y-2">
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<Button class="w-full" variant="solid" :label="__('Create')" :loading="loading" @click="createOrganization" />
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<Button
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class="w-full"
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variant="solid"
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:label="__('Create')"
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:loading="loading"
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@click="createOrganization"
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/>
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</div>
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</div>
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</template>
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@ -34,9 +50,10 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
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import EditIcon from '@/components/Icons/EditIcon.vue'
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import { usersStore } from '@/stores/users'
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import { isMobileView } from '@/composables/settings'
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import { useDocument } from '@/data/document'
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import { capture } from '@/telemetry'
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import { call, FeatherIcon, createResource } from 'frappe-ui'
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import { ref, nextTick, watch } from 'vue'
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import { ref, nextTick, onMounted } from 'vue'
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import { useRouter } from 'vue-router'
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const props = defineProps({
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@ -44,7 +61,7 @@ const props = defineProps({
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type: Object,
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default: {
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redirect: true,
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afterInsert: () => { },
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afterInsert: () => {},
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},
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},
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})
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@ -60,30 +77,32 @@ const organization = defineModel('organization')
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const loading = ref(false)
|
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const title = ref(null)
|
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|
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let _organization = ref({
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organization_name: '',
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website: '',
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annual_revenue: '',
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no_of_employees: '1-10',
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industry: '',
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})
|
||||
const { document: _organization } = useDocument('CRM Organization')
|
||||
|
||||
if (Object.keys(_organization.doc).length != 0) {
|
||||
_organization.doc = { no_of_employees: '1-10' }
|
||||
}
|
||||
|
||||
let doc = ref({})
|
||||
const error = ref(null)
|
||||
|
||||
async function createOrganization() {
|
||||
const doc = await call('frappe.client.insert', {
|
||||
doc: {
|
||||
doctype: 'CRM Organization',
|
||||
..._organization.value,
|
||||
const doc = await call(
|
||||
'frappe.client.insert',
|
||||
{
|
||||
doc: {
|
||||
doctype: 'CRM Organization',
|
||||
..._organization.doc,
|
||||
},
|
||||
},
|
||||
}, {
|
||||
onError: (err) => {
|
||||
if (err.error.exc_type == 'ValidationError') {
|
||||
error.value = err.error?.messages?.[0]
|
||||
}
|
||||
}
|
||||
})
|
||||
{
|
||||
onError: (err) => {
|
||||
if (err.error.exc_type == 'ValidationError') {
|
||||
error.value = err.error?.messages?.[0]
|
||||
}
|
||||
},
|
||||
},
|
||||
)
|
||||
loading.value = false
|
||||
if (doc.name) {
|
||||
capture('organization_created')
|
||||
@ -116,7 +135,7 @@ const tabs = createResource({
|
||||
column.fields.forEach((field) => {
|
||||
if (field.fieldname == 'address') {
|
||||
field.create = (value, close) => {
|
||||
_organization.value.address = value
|
||||
_organization.doc.address = value
|
||||
emit('openAddressModal')
|
||||
show.value = false
|
||||
close()
|
||||
@ -126,7 +145,7 @@ const tabs = createResource({
|
||||
show.value = false
|
||||
}
|
||||
} else if (field.fieldtype === 'Table') {
|
||||
_organization.value[field.fieldname] = []
|
||||
_organization.doc[field.fieldname] = []
|
||||
}
|
||||
})
|
||||
})
|
||||
@ -135,19 +154,12 @@ const tabs = createResource({
|
||||
},
|
||||
})
|
||||
|
||||
watch(
|
||||
() => show.value,
|
||||
(value) => {
|
||||
if (!value) return
|
||||
nextTick(() => {
|
||||
// TODO: Issue with FormControl
|
||||
// title.value.el.focus()
|
||||
doc.value = organization.value?.doc || organization.value || {}
|
||||
_organization.value = { ...doc.value }
|
||||
})
|
||||
},
|
||||
)
|
||||
|
||||
onMounted(() => {
|
||||
Object.assign(
|
||||
_organization.doc,
|
||||
organization.value?.doc || organization.value || {},
|
||||
)
|
||||
})
|
||||
const showQuickEntryModal = defineModel('showQuickEntryModal')
|
||||
|
||||
function openQuickEntryModal() {
|
||||
|
||||
@ -280,6 +280,7 @@
|
||||
}"
|
||||
/>
|
||||
<ContactModal
|
||||
v-if="showContactModal"
|
||||
v-model="showContactModal"
|
||||
:contact="_contact"
|
||||
:options="{
|
||||
|
||||
@ -222,6 +222,7 @@
|
||||
}"
|
||||
/>
|
||||
<ContactModal
|
||||
v-if="showContactModal"
|
||||
v-model="showContactModal"
|
||||
:contact="_contact"
|
||||
:options="{
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user