Merge pull request #1097 from frappe/mergify/bp/main-hotfix/pr-1096
This commit is contained in:
Shariq Ansari
GitHub
commit
d08e15a4b5
@ -1,20 +1,5 @@
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import frappe
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from crm.api.doc import get_fields_meta
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from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script
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@frappe.whitelist()
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def get_deal(name):
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deal = frappe.get_doc("CRM Deal", name)
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deal.check_permission("read")
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deal = deal.as_dict()
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deal["fields_meta"] = get_fields_meta("CRM Deal")
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deal["_form_script"] = get_form_script("CRM Deal")
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return deal
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@frappe.whitelist()
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def get_deal_contacts(name):
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@ -1,16 +0,0 @@
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import frappe
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from crm.api.doc import get_fields_meta
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from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script
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@frappe.whitelist()
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def get_lead(name):
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lead = frappe.get_doc("CRM Lead", name)
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lead.check_permission("read")
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lead = lead.as_dict()
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lead["fields_meta"] = get_fields_meta("CRM Lead")
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lead["_form_script"] = get_form_script("CRM Lead")
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return lead
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@ -1,7 +1,7 @@
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<template>
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<FrappeUIProvider>
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<Layout v-if="session().isLoggedIn">
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<router-view />
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<router-view :key="$route.fullPath"/>
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</Layout>
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<Dialogs />
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</FrappeUIProvider>
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@ -367,7 +367,7 @@
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<div v-else-if="title == 'Data'" class="h-full flex flex-col px-3 sm:px-10">
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<DataFields
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:doctype="doctype"
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:docname="doc.data.name"
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:docname="docname"
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@beforeSave="(data) => emit('beforeSave', data)"
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@afterSave="(data) => emit('afterSave', data)"
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/>
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@ -438,10 +438,9 @@
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:doc="doc"
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/>
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<FilesUploader
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v-if="doc.data?.name"
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v-model="showFilesUploader"
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:doctype="doctype"
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:docname="doc.data.name"
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:docname="docname"
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@after="
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() => {
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all_activities.reload()
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@ -514,6 +513,10 @@ const props = defineProps({
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type: String,
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default: 'CRM Lead',
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},
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docname: {
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type: String,
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default: '',
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},
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tabs: {
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type: Array,
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default: () => [],
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@ -524,11 +527,12 @@ const emit = defineEmits(['beforeSave', 'afterSave'])
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const route = useRoute()
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const doc = defineModel()
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const reload = defineModel('reload')
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const tabIndex = defineModel('tabIndex')
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const { document: _document } = useDocument(props.doctype, doc.value.data.name)
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const { document: _document } = useDocument(props.doctype, props.docname)
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const doc = computed(() => _document.doc || {})
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const reload_email = ref(false)
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const modalRef = ref(null)
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@ -545,8 +549,8 @@ const changeTabTo = (tabName) => {
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const all_activities = createResource({
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url: 'crm.api.activities.get_activities',
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params: { name: doc.value.data.name },
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cache: ['activity', doc.value.data.name],
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params: { name: props.docname },
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cache: ['activity', props.docname],
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auto: true,
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transform: ([versions, calls, notes, tasks, attachments]) => {
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return { versions, calls, notes, tasks, attachments }
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@ -557,12 +561,12 @@ const showWhatsappTemplates = ref(false)
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const whatsappMessages = createResource({
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url: 'crm.api.whatsapp.get_whatsapp_messages',
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cache: ['whatsapp_messages', doc.value.data.name],
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cache: ['whatsapp_messages', props.docname],
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params: {
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reference_doctype: props.doctype,
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reference_name: doc.value.data.name,
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reference_name: props.docname,
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},
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auto: true,
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auto: whatsappEnabled.value,
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transform: (data) => sortByCreation(data),
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onSuccess: () => nextTick(() => scroll()),
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})
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@ -575,7 +579,7 @@ onMounted(() => {
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$socket.on('whatsapp_message', (data) => {
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if (
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data.reference_doctype === props.doctype &&
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data.reference_name === doc.value.data.name
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data.reference_name === props.docname
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) {
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whatsappMessages.reload()
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}
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@ -597,8 +601,8 @@ function sendTemplate(template) {
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url: 'crm.api.whatsapp.send_whatsapp_template',
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params: {
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reference_doctype: props.doctype,
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reference_name: doc.value.data.name,
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to: doc.value.data.mobile_no,
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reference_name: props.docname,
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to: doc.value.mobile_no,
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template,
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},
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auto: true,
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@ -801,7 +805,7 @@ const callActions = computed(() => {
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},
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{
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label: __('Make a Call'),
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onClick: () => makeCall(doc.data.mobile_no),
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onClick: () => makeCall(doc.value.mobile_no),
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condition: () => callEnabled.value,
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},
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]
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@ -140,7 +140,7 @@ const defaultActions = computed(() => {
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{
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icon: h(PhoneIcon, { class: 'h-4 w-4' }),
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label: __('Make a Call'),
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onClick: () => makeCall(props.doc.data.mobile_no),
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onClick: () => makeCall(props.doc.mobile_no),
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condition: () => callEnabled.value,
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},
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{
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@ -184,7 +184,7 @@ const callActions = computed(() => {
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{
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label: __('Make a Call'),
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icon: h(PhoneIcon, { class: 'h-4 w-4' }),
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onClick: () => makeCall(props.doc.data.mobile_no),
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onClick: () => makeCall(props.doc.mobile_no),
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condition: () => callEnabled.value,
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},
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]
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@ -4,7 +4,7 @@
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v-model:reloadTasks="activities"
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:task="task"
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:doctype="doctype"
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:doc="doc.data?.name"
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:doc="doc?.name"
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@after="redirect('tasks')"
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/>
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<NoteModal
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@ -12,7 +12,7 @@
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v-model:reloadNotes="activities"
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:note="note"
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:doctype="doctype"
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:doc="doc.data?.name"
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:doc="doc?.name"
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@after="redirect('notes')"
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/>
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<CallLogModal
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@ -92,8 +92,8 @@ const referenceDoc = ref({})
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function createCallLog() {
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let doctype = props.doctype
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let docname = props.doc.data?.name
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referenceDoc.value = { ...props.doc.data }
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let docname = props.doc?.name
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referenceDoc.value = { ...props.doc }
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callLog.value = {
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reference_doctype: doctype,
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reference_docname: docname,
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@ -50,10 +50,12 @@
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togglePrivate(attachment.name, attachment.is_private)
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"
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>
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<FeatherIcon
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:name="attachment.is_private ? 'lock' : 'unlock'"
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class="size-3 text-ink-gray-7"
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/>
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<template #icon>
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<FeatherIcon
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:name="attachment.is_private ? 'lock' : 'unlock'"
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class="size-3 text-ink-gray-7"
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/>
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</template>
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</Button>
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</div>
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</Tooltip>
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@ -63,7 +65,12 @@
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class="!size-5"
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@click.stop="() => deleteAttachment(attachment.name)"
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>
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<FeatherIcon name="trash-2" class="size-3 text-ink-gray-7" />
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<template #icon>
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<FeatherIcon
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name="trash-2"
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class="size-3 text-ink-gray-7"
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/>
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</template>
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</Button>
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</div>
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</Tooltip>
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@ -107,9 +107,9 @@ function sendTextMessage(event) {
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async function sendWhatsAppMessage() {
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let args = {
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reference_doctype: props.doctype,
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reference_name: doc.value.data.name,
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reference_name: doc.value.name,
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message: content.value,
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to: doc.value.data.mobile_no,
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to: doc.value.mobile_no,
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attach: whatsapp.value.attach || '',
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reply_to: reply.value?.name || '',
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content_type: whatsapp.value.content_type,
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@ -45,7 +45,7 @@
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onClick: () => {
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showEmailBox = false
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newEmailEditor.subject = subject
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newEmailEditor.toEmails = doc.data.email ? [doc.data.email] : []
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newEmailEditor.toEmails = doc.email ? [doc.email] : []
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newEmailEditor.ccEmails = []
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newEmailEditor.bccEmails = []
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newEmailEditor.cc = false
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@ -54,7 +54,7 @@
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},
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}"
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:editable="showEmailBox"
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v-model="doc.data"
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v-model="doc"
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v-model:attachments="attachments"
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:doctype="doctype"
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:subject="subject"
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@ -79,7 +79,7 @@
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},
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}"
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:editable="showCommentBox"
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v-model="doc.data"
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v-model="doc"
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v-model:attachments="attachments"
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:doctype="doctype"
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:placeholder="__('@John, can you please check this?')"
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@ -125,12 +125,12 @@ const attachments = ref([])
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const subject = computed(() => {
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let prefix = ''
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if (doc.value.data?.lead_name) {
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prefix = doc.value.data.lead_name
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} else if (doc.value.data?.organization) {
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prefix = doc.value.data.organization
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if (doc.value?.lead_name) {
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prefix = doc.value.lead_name
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} else if (doc.value?.organization) {
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prefix = doc.value.organization
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}
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return `${prefix} (#${doc.value.data.name})`
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return `${prefix} (#${doc.value.name})`
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})
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const signature = createResource({
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@ -199,7 +199,7 @@ async function sendMail() {
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subject: subject,
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content: newEmail.value,
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doctype: props.doctype,
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name: doc.value.data.name,
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name: doc.value.name,
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send_email: 1,
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sender: getUser().email,
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sender_full_name: getUser()?.full_name || undefined,
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@ -209,7 +209,7 @@ async function sendMail() {
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async function sendComment() {
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let comment = await call('frappe.desk.form.utils.add_comment', {
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reference_doctype: props.doctype,
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reference_name: doc.value.data.name,
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reference_name: doc.value.name,
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content: newComment.value,
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comment_email: getUser().email,
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comment_by: getUser()?.full_name || undefined,
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@ -3,23 +3,39 @@ import { globalStore } from '@/stores/global'
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import { showSettings, activeSettingsPage } from '@/composables/settings'
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import { runSequentially, parseAssignees } from '@/utils'
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import { createDocumentResource, createResource, toast } from 'frappe-ui'
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import { reactive } from 'vue'
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import { ref, reactive } from 'vue'
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const documentsCache = {}
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const controllersCache = {}
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const assigneesCache = {}
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export function useDocument(doctype, docname) {
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const { setupScript } = getScript(doctype)
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const { setupScript, scripts } = getScript(doctype)
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documentsCache[doctype] = documentsCache[doctype] || {}
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const error = ref('')
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if (!documentsCache[doctype][docname || '']) {
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if (docname) {
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documentsCache[doctype][docname] = createDocumentResource({
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doctype: doctype,
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name: docname,
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onSuccess: async () => await setupFormScript(),
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onError: (err) => {
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error.value = err
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if (err.exc_type === 'DoesNotExistError') {
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toast.error(__(err.messages[0] || 'Document does not exist'))
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}
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if (err.exc_type === 'PermissionError') {
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toast.error(
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__(
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err.messages[0] ||
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'You do not have permission to access this document',
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),
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)
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}
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},
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setValue: {
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onSuccess: () => {
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triggerOnSave()
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@ -262,6 +278,8 @@ export function useDocument(doctype, docname) {
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return {
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document: documentsCache[doctype][docname || ''],
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assignees: assigneesCache[doctype][docname || ''],
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scripts,
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error,
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getControllers,
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triggerOnLoad,
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triggerOnBeforeCreate,
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@ -1,5 +1,5 @@
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<template>
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<LayoutHeader v-if="deal.data">
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<LayoutHeader>
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<template #left-header>
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<Breadcrumbs :items="breadcrumbs">
|
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<template #prefix="{ item }">
|
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@ -7,38 +7,30 @@
|
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</template>
|
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</Breadcrumbs>
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</template>
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<template #right-header>
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<template v-if="!errorTitle" #right-header>
|
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<CustomActions
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v-if="deal.data._customActions?.length"
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:actions="deal.data._customActions"
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v-if="document._actions?.length"
|
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:actions="document._actions"
|
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/>
|
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<CustomActions
|
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v-if="document.actions?.length"
|
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:actions="document.actions"
|
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/>
|
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<AssignTo
|
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v-model="assignees.data"
|
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:data="document.doc"
|
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doctype="CRM Deal"
|
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/>
|
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<AssignTo v-model="assignees.data" :data="doc" doctype="CRM Deal" />
|
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<Dropdown
|
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v-if="document.doc"
|
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v-if="doc"
|
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:options="
|
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statusOptions(
|
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'deal',
|
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document.statuses?.length
|
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? document.statuses
|
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: deal.data._customStatuses,
|
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document.statuses?.length ? document.statuses : document._statuses,
|
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triggerStatusChange,
|
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)
|
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"
|
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>
|
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<template #default="{ open }">
|
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<Button :label="document.doc.status">
|
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<Button v-if="doc.status" :label="doc.status">
|
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<template #prefix>
|
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<IndicatorIcon
|
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:class="getDealStatus(document.doc.status).color"
|
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/>
|
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<IndicatorIcon :class="getDealStatus(doc.status).color" />
|
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</template>
|
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<template #suffix>
|
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<FeatherIcon
|
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@ -51,16 +43,16 @@
|
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</Dropdown>
|
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</template>
|
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</LayoutHeader>
|
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<div v-if="deal.data" class="flex h-full overflow-hidden">
|
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<div v-if="doc.name" class="flex h-full overflow-hidden">
|
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<Tabs as="div" v-model="tabIndex" :tabs="tabs">
|
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<template #tab-panel>
|
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<Activities
|
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ref="activities"
|
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doctype="CRM Deal"
|
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:docname="dealId"
|
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:tabs="tabs"
|
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v-model:reload="reload"
|
||||
v-model:tabIndex="tabIndex"
|
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v-model="deal"
|
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@beforeSave="beforeStatusChange"
|
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@afterSave="reloadAssignees"
|
||||
/>
|
||||
@ -69,9 +61,9 @@
|
||||
<Resizer side="right" class="flex flex-col justify-between border-l">
|
||||
<div
|
||||
class="flex h-10.5 cursor-copy items-center border-b px-5 py-2.5 text-lg font-medium text-ink-gray-9"
|
||||
@click="copyToClipboard(deal.data.name)"
|
||||
@click="copyToClipboard(dealId)"
|
||||
>
|
||||
{{ __(deal.data.name) }}
|
||||
{{ __(dealId) }}
|
||||
</div>
|
||||
<div class="flex items-center justify-start gap-5 border-b p-5">
|
||||
<Tooltip :text="__('Organization logo')">
|
||||
@ -80,12 +72,12 @@
|
||||
size="3xl"
|
||||
class="size-12"
|
||||
:label="title"
|
||||
:image="organization.data?.organization_logo"
|
||||
:image="organization?.organization_logo"
|
||||
/>
|
||||
</div>
|
||||
</Tooltip>
|
||||
<div class="flex flex-col gap-2.5 truncate text-ink-gray-9">
|
||||
<Tooltip :text="organization.data?.name || __('Set an organization')">
|
||||
<Tooltip :text="organization?.name || __('Set an organization')">
|
||||
<div class="truncate text-2xl font-medium">
|
||||
{{ title }}
|
||||
</div>
|
||||
@ -102,9 +94,7 @@
|
||||
<div>
|
||||
<Button
|
||||
@click="
|
||||
deal.data.email
|
||||
? openEmailBox()
|
||||
: toast.error(__('No email set'))
|
||||
doc.email ? openEmailBox() : toast.error(__('No email set'))
|
||||
"
|
||||
>
|
||||
<template #icon><Email2Icon /></template>
|
||||
@ -115,8 +105,8 @@
|
||||
<div>
|
||||
<Button
|
||||
@click="
|
||||
deal.data.website
|
||||
? openWebsite(deal.data.website)
|
||||
doc.website
|
||||
? openWebsite(doc.website)
|
||||
: toast.error(__('No website set'))
|
||||
"
|
||||
>
|
||||
@ -131,12 +121,22 @@
|
||||
</Button>
|
||||
</div>
|
||||
</Tooltip>
|
||||
<Tooltip :text="__('Delete')">
|
||||
<div>
|
||||
<Button
|
||||
@click="deleteDealWithModal"
|
||||
variant="subtle"
|
||||
icon="trash-2"
|
||||
theme="red"
|
||||
/>
|
||||
</div>
|
||||
</Tooltip>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<SLASection
|
||||
v-if="deal.data.sla_status"
|
||||
v-model="deal.data"
|
||||
v-if="doc.sla_status"
|
||||
v-model="doc"
|
||||
@updateField="updateField"
|
||||
/>
|
||||
<div
|
||||
@ -147,7 +147,7 @@
|
||||
:sections="sections.data"
|
||||
:addContact="addContact"
|
||||
doctype="CRM Deal"
|
||||
:docname="deal.data.name"
|
||||
:docname="dealId"
|
||||
@reload="sections.reload"
|
||||
@beforeFieldChange="beforeStatusChange"
|
||||
@afterFieldChange="reloadAssignees"
|
||||
@ -162,7 +162,7 @@
|
||||
(value, close) => {
|
||||
_contact = {
|
||||
first_name: value,
|
||||
company_name: deal.data.organization,
|
||||
company_name: doc.organization,
|
||||
}
|
||||
showContactModal = true
|
||||
close()
|
||||
@ -298,7 +298,7 @@
|
||||
:data="_organization"
|
||||
:options="{
|
||||
redirect: false,
|
||||
afterInsert: (doc) => updateField('organization', doc.name),
|
||||
afterInsert: (_doc) => updateField('organization', _doc.name),
|
||||
}"
|
||||
/>
|
||||
<ContactModal
|
||||
@ -307,14 +307,13 @@
|
||||
:contact="_contact"
|
||||
:options="{
|
||||
redirect: false,
|
||||
afterInsert: (doc) => addContact(doc.name),
|
||||
afterInsert: (_doc) => addContact(_doc.name),
|
||||
}"
|
||||
/>
|
||||
<FilesUploader
|
||||
v-if="deal.data?.name"
|
||||
v-model="showFilesUploader"
|
||||
doctype="CRM Deal"
|
||||
:docname="deal.data.name"
|
||||
:docname="dealId"
|
||||
@after="
|
||||
() => {
|
||||
activities?.all_activities?.reload()
|
||||
@ -326,7 +325,7 @@
|
||||
v-if="showDeleteLinkedDocModal"
|
||||
v-model="showDeleteLinkedDocModal"
|
||||
:doctype="'CRM Deal'"
|
||||
:docname="props.dealId"
|
||||
:docname="dealId"
|
||||
name="Deals"
|
||||
/>
|
||||
<LostReasonModal
|
||||
@ -336,6 +335,7 @@
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
|
||||
import ErrorPage from '@/components/ErrorPage.vue'
|
||||
import Icon from '@/components/Icon.vue'
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
@ -386,7 +386,15 @@ import {
|
||||
toast,
|
||||
} from 'frappe-ui'
|
||||
import { useOnboarding } from 'frappe-ui/frappe'
|
||||
import { ref, computed, h, onMounted, onBeforeUnmount, nextTick } from 'vue'
|
||||
import {
|
||||
ref,
|
||||
computed,
|
||||
h,
|
||||
onMounted,
|
||||
onBeforeUnmount,
|
||||
nextTick,
|
||||
watch,
|
||||
} from 'vue'
|
||||
import { useRoute, useRouter } from 'vue-router'
|
||||
import { useActiveTabManager } from '@/composables/useActiveTabManager'
|
||||
|
||||
@ -410,64 +418,73 @@ const props = defineProps({
|
||||
|
||||
const errorTitle = ref('')
|
||||
const errorMessage = ref('')
|
||||
const showDeleteLinkedDocModal = ref(false)
|
||||
|
||||
const deal = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_deal.api.get_deal',
|
||||
params: { name: props.dealId },
|
||||
cache: ['deal', props.dealId],
|
||||
onSuccess: (data) => {
|
||||
const { triggerOnChange, assignees, document, scripts, error } = useDocument(
|
||||
'CRM Deal',
|
||||
props.dealId,
|
||||
)
|
||||
|
||||
const doc = computed(() => document.doc || {})
|
||||
|
||||
watch(error, (err) => {
|
||||
if (err) {
|
||||
errorTitle.value = __(
|
||||
err.exc_type == 'DoesNotExistError'
|
||||
? 'Document not found'
|
||||
: 'Error occurred',
|
||||
)
|
||||
errorMessage.value = __(err.messages?.[0] || 'An error occurred')
|
||||
} else {
|
||||
errorTitle.value = ''
|
||||
errorMessage.value = ''
|
||||
}
|
||||
})
|
||||
|
||||
if (data.organization) {
|
||||
organization.update({
|
||||
params: { doctype: 'CRM Organization', name: data.organization },
|
||||
watch(
|
||||
() => document.doc,
|
||||
async (_doc) => {
|
||||
if (scripts.data?.length) {
|
||||
let s = await setupCustomizations(scripts.data, {
|
||||
doc: _doc,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteDeal,
|
||||
call,
|
||||
})
|
||||
organization.fetch()
|
||||
}
|
||||
|
||||
setupCustomizations(deal, {
|
||||
doc: data,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteDeal,
|
||||
resource: {
|
||||
deal,
|
||||
dealContacts,
|
||||
sections,
|
||||
},
|
||||
call,
|
||||
})
|
||||
},
|
||||
onError: (err) => {
|
||||
if (err.messages?.[0]) {
|
||||
errorTitle.value = __('Not permitted')
|
||||
errorMessage.value = __(err.messages?.[0])
|
||||
} else {
|
||||
router.push({ name: 'Deals' })
|
||||
document._actions = s.actions || []
|
||||
document._statuses = s.statuses || []
|
||||
}
|
||||
},
|
||||
})
|
||||
{ once: true },
|
||||
)
|
||||
|
||||
const organization = createResource({
|
||||
url: 'frappe.client.get',
|
||||
onSuccess: (data) => (deal.data._organizationObj = data),
|
||||
})
|
||||
const organizationDocument = ref(null)
|
||||
|
||||
watch(
|
||||
() => doc.value.organization,
|
||||
(org) => {
|
||||
if (org && !organizationDocument.value?.doc) {
|
||||
let { document: _organizationDocument } = useDocument(
|
||||
'CRM Organization',
|
||||
org,
|
||||
)
|
||||
organizationDocument.value = _organizationDocument
|
||||
}
|
||||
},
|
||||
{ immediate: true },
|
||||
)
|
||||
|
||||
const organization = computed(() => organizationDocument.value?.doc || {})
|
||||
|
||||
onMounted(() => {
|
||||
$socket.on('crm_customer_created', () => {
|
||||
toast.success(__('Customer created successfully'))
|
||||
})
|
||||
|
||||
if (deal.data) {
|
||||
organization.data = deal.data._organizationObj
|
||||
return
|
||||
}
|
||||
deal.fetch()
|
||||
})
|
||||
|
||||
onBeforeUnmount(() => {
|
||||
@ -478,45 +495,6 @@ const reload = ref(false)
|
||||
const showOrganizationModal = ref(false)
|
||||
const showFilesUploader = ref(false)
|
||||
const _organization = ref({})
|
||||
const showDeleteLinkedDocModal = ref(false)
|
||||
|
||||
async function deleteDealWithModal() {
|
||||
showDeleteLinkedDocModal.value = true
|
||||
}
|
||||
function updateDeal(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
|
||||
if (validateRequired(fieldname, value)) return
|
||||
|
||||
createResource({
|
||||
url: 'frappe.client.set_value',
|
||||
params: {
|
||||
doctype: 'CRM Deal',
|
||||
name: props.dealId,
|
||||
fieldname,
|
||||
value,
|
||||
},
|
||||
auto: true,
|
||||
onSuccess: () => {
|
||||
deal.reload()
|
||||
reload.value = true
|
||||
toast.success(__('Deal updated'))
|
||||
callback?.()
|
||||
},
|
||||
onError: (err) => {
|
||||
toast.error(__('Error updating deal: {0}', [err.messages?.[0]]))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function validateRequired(fieldname, value) {
|
||||
let meta = deal.data.fields_meta || {}
|
||||
if (meta[fieldname]?.reqd && !value) {
|
||||
toast.error(__('{0} is a required field', [meta[fieldname].label]))
|
||||
return true
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
let items = [{ label: __('Deals'), route: { name: 'Deals' } }]
|
||||
@ -538,14 +516,14 @@ const breadcrumbs = computed(() => {
|
||||
|
||||
items.push({
|
||||
label: title.value,
|
||||
route: { name: 'Deal', params: { dealId: deal.data.name } },
|
||||
route: { name: 'Deal', params: { dealId: props.dealId } },
|
||||
})
|
||||
return items
|
||||
})
|
||||
|
||||
const title = computed(() => {
|
||||
let t = doctypeMeta['CRM Deal']?.title_field || 'name'
|
||||
return deal.data?.[t] || props.dealId
|
||||
return doc.value?.[t] || props.dealId
|
||||
})
|
||||
|
||||
usePageMeta(() => {
|
||||
@ -606,6 +584,7 @@ const tabs = computed(() => {
|
||||
]
|
||||
return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
|
||||
})
|
||||
|
||||
const { tabIndex } = useActiveTabManager(tabs, 'lastDealTab')
|
||||
|
||||
const sections = createResource({
|
||||
@ -730,23 +709,40 @@ function triggerCall() {
|
||||
makeCall(mobile_no)
|
||||
}
|
||||
|
||||
function updateField(name, value, callback) {
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
setLostReason()
|
||||
}
|
||||
|
||||
function updateField(name, value) {
|
||||
if (name == 'status' && !isOnboardingStepsCompleted.value) {
|
||||
updateOnboardingStep('change_deal_status')
|
||||
}
|
||||
|
||||
updateDeal(name, value, () => {
|
||||
deal.data[name] = value
|
||||
callback?.()
|
||||
value = Array.isArray(name) ? '' : value
|
||||
let oldValues = Array.isArray(name) ? {} : doc.value[name]
|
||||
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = value))
|
||||
} else {
|
||||
doc.value[name] = value
|
||||
}
|
||||
|
||||
document.save.submit(null, {
|
||||
onSuccess: () => (reload.value = true),
|
||||
onError: (err) => {
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = oldValues[field]))
|
||||
} else {
|
||||
doc.value[name] = oldValues
|
||||
}
|
||||
toast.error(err.messages?.[0] || __('Error updating field'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
async function deleteDeal(name) {
|
||||
await call('frappe.client.delete', {
|
||||
doctype: 'CRM Deal',
|
||||
name,
|
||||
})
|
||||
router.push({ name: 'Deals' })
|
||||
function deleteDeal() {
|
||||
showDeleteLinkedDocModal.value = true
|
||||
}
|
||||
|
||||
const activities = ref(null)
|
||||
@ -759,16 +755,6 @@ function openEmailBox() {
|
||||
nextTick(() => (activities.value.emailBox.show = true))
|
||||
}
|
||||
|
||||
const { assignees, document, triggerOnChange } = useDocument(
|
||||
'CRM Deal',
|
||||
props.dealId,
|
||||
)
|
||||
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
setLostReason()
|
||||
}
|
||||
|
||||
const showLostReasonModal = ref(false)
|
||||
|
||||
function setLostReason() {
|
||||
@ -785,7 +771,10 @@ function setLostReason() {
|
||||
}
|
||||
|
||||
function beforeStatusChange(data) {
|
||||
if (data?.hasOwnProperty('status') && getDealStatus(data.status).type == 'Lost') {
|
||||
if (
|
||||
data?.hasOwnProperty('status') &&
|
||||
getDealStatus(data.status).type == 'Lost'
|
||||
) {
|
||||
setLostReason()
|
||||
} else {
|
||||
document.save.submit(null, {
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
<template>
|
||||
<LayoutHeader v-if="lead.data">
|
||||
<LayoutHeader>
|
||||
<template #left-header>
|
||||
<Breadcrumbs :items="breadcrumbs">
|
||||
<template #prefix="{ item }">
|
||||
@ -7,38 +7,30 @@
|
||||
</template>
|
||||
</Breadcrumbs>
|
||||
</template>
|
||||
<template #right-header>
|
||||
<template v-if="!errorTitle" #right-header>
|
||||
<CustomActions
|
||||
v-if="lead.data._customActions?.length"
|
||||
:actions="lead.data._customActions"
|
||||
v-if="document._actions?.length"
|
||||
:actions="document._actions"
|
||||
/>
|
||||
<CustomActions
|
||||
v-if="document.actions?.length"
|
||||
:actions="document.actions"
|
||||
/>
|
||||
<AssignTo
|
||||
v-model="assignees.data"
|
||||
:data="document.doc"
|
||||
doctype="CRM Lead"
|
||||
/>
|
||||
<AssignTo v-model="assignees.data" :data="doc" doctype="CRM Lead" />
|
||||
<Dropdown
|
||||
v-if="document.doc"
|
||||
v-if="doc"
|
||||
:options="
|
||||
statusOptions(
|
||||
'lead',
|
||||
document.statuses?.length
|
||||
? document.statuses
|
||||
: lead.data._customStatuses,
|
||||
document.statuses?.length ? document.statuses : document._statuses,
|
||||
triggerStatusChange,
|
||||
)
|
||||
"
|
||||
>
|
||||
<template #default="{ open }">
|
||||
<Button :label="document.doc.status">
|
||||
<Button v-if="doc.status" :label="doc.status">
|
||||
<template #prefix>
|
||||
<IndicatorIcon
|
||||
:class="getLeadStatus(document.doc.status).color"
|
||||
/>
|
||||
<IndicatorIcon :class="getLeadStatus(doc.status).color" />
|
||||
</template>
|
||||
<template #suffix>
|
||||
<FeatherIcon
|
||||
@ -56,16 +48,16 @@
|
||||
/>
|
||||
</template>
|
||||
</LayoutHeader>
|
||||
<div v-if="lead?.data" class="flex h-full overflow-hidden">
|
||||
<div v-if="doc.name" class="flex h-full overflow-hidden">
|
||||
<Tabs as="div" v-model="tabIndex" :tabs="tabs">
|
||||
<template #tab-panel>
|
||||
<Activities
|
||||
ref="activities"
|
||||
doctype="CRM Lead"
|
||||
:docname="leadId"
|
||||
:tabs="tabs"
|
||||
v-model:reload="reload"
|
||||
v-model:tabIndex="tabIndex"
|
||||
v-model="lead"
|
||||
@beforeSave="saveChanges"
|
||||
@afterSave="reloadAssignees"
|
||||
/>
|
||||
@ -74,9 +66,9 @@
|
||||
<Resizer class="flex flex-col justify-between border-l" side="right">
|
||||
<div
|
||||
class="flex h-10.5 cursor-copy items-center border-b px-5 py-2.5 text-lg font-medium text-ink-gray-9"
|
||||
@click="copyToClipboard(lead.data.name)"
|
||||
@click="copyToClipboard(leadId)"
|
||||
>
|
||||
{{ __(lead.data.name) }}
|
||||
{{ __(leadId) }}
|
||||
</div>
|
||||
<FileUploader
|
||||
@success="(file) => updateField('image', file.file_url)"
|
||||
@ -89,17 +81,17 @@
|
||||
size="3xl"
|
||||
class="size-12"
|
||||
:label="title"
|
||||
:image="lead.data.image"
|
||||
:image="doc.image"
|
||||
/>
|
||||
<component
|
||||
:is="lead.data.image ? Dropdown : 'div'"
|
||||
:is="doc.image ? Dropdown : 'div'"
|
||||
v-bind="
|
||||
lead.data.image
|
||||
doc.image
|
||||
? {
|
||||
options: [
|
||||
{
|
||||
icon: 'upload',
|
||||
label: lead.data.image
|
||||
label: doc.image
|
||||
? __('Change image')
|
||||
: __('Upload image'),
|
||||
onClick: openFileSelector,
|
||||
@ -127,7 +119,7 @@
|
||||
</component>
|
||||
</div>
|
||||
<div class="flex flex-col gap-2.5 truncate">
|
||||
<Tooltip :text="lead.data.lead_name || __('Set first name')">
|
||||
<Tooltip :text="doc.lead_name || __('Set first name')">
|
||||
<div class="truncate text-2xl font-medium text-ink-gray-9">
|
||||
{{ title }}
|
||||
</div>
|
||||
@ -138,8 +130,8 @@
|
||||
<Button
|
||||
@click="
|
||||
() =>
|
||||
lead.data.mobile_no
|
||||
? makeCall(lead.data.mobile_no)
|
||||
doc.mobile_no
|
||||
? makeCall(doc.mobile_no)
|
||||
: toast.error(__('No phone number set'))
|
||||
"
|
||||
>
|
||||
@ -153,7 +145,7 @@
|
||||
<div>
|
||||
<Button
|
||||
@click="
|
||||
lead.data.email
|
||||
doc.email
|
||||
? openEmailBox()
|
||||
: toast.error(__('No email set'))
|
||||
"
|
||||
@ -168,8 +160,8 @@
|
||||
<div>
|
||||
<Button
|
||||
@click="
|
||||
lead.data.website
|
||||
? openWebsite(lead.data.website)
|
||||
doc.website
|
||||
? openWebsite(doc.website)
|
||||
: toast.error(__('No website set'))
|
||||
"
|
||||
>
|
||||
@ -188,6 +180,16 @@
|
||||
</Button>
|
||||
</div>
|
||||
</Tooltip>
|
||||
<Tooltip :text="__('Delete')">
|
||||
<div>
|
||||
<Button
|
||||
@click="deleteLead"
|
||||
variant="subtle"
|
||||
theme="red"
|
||||
icon="trash-2"
|
||||
/>
|
||||
</div>
|
||||
</Tooltip>
|
||||
</div>
|
||||
<ErrorMessage :message="__(error)" />
|
||||
</div>
|
||||
@ -195,8 +197,8 @@
|
||||
</template>
|
||||
</FileUploader>
|
||||
<SLASection
|
||||
v-if="lead.data.sla_status"
|
||||
v-model="lead.data"
|
||||
v-if="doc.sla_status"
|
||||
v-model="doc"
|
||||
@updateField="updateField"
|
||||
/>
|
||||
<div
|
||||
@ -206,7 +208,7 @@
|
||||
<SidePanelLayout
|
||||
:sections="sections.data"
|
||||
doctype="CRM Lead"
|
||||
:docname="lead.data.name"
|
||||
:docname="leadId"
|
||||
@reload="sections.reload"
|
||||
@afterFieldChange="reloadAssignees"
|
||||
/>
|
||||
@ -221,13 +223,12 @@
|
||||
<ConvertToDealModal
|
||||
v-if="showConvertToDealModal"
|
||||
v-model="showConvertToDealModal"
|
||||
:lead="lead.data"
|
||||
:lead="doc"
|
||||
/>
|
||||
<FilesUploader
|
||||
v-if="lead.data?.name"
|
||||
v-model="showFilesUploader"
|
||||
doctype="CRM Lead"
|
||||
:docname="lead.data.name"
|
||||
:docname="leadId"
|
||||
@after="
|
||||
() => {
|
||||
activities?.all_activities?.reload()
|
||||
@ -239,11 +240,12 @@
|
||||
v-if="showDeleteLinkedDocModal"
|
||||
v-model="showDeleteLinkedDocModal"
|
||||
:doctype="'CRM Lead'"
|
||||
:docname="props.leadId"
|
||||
:docname="leadId"
|
||||
name="Leads"
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
|
||||
import ErrorPage from '@/components/ErrorPage.vue'
|
||||
import Icon from '@/components/Icon.vue'
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
@ -293,7 +295,7 @@ import {
|
||||
usePageMeta,
|
||||
toast,
|
||||
} from 'frappe-ui'
|
||||
import { ref, computed, onMounted, watch, nextTick } from 'vue'
|
||||
import { ref, computed, watch, nextTick } from 'vue'
|
||||
import { useRouter, useRoute } from 'vue-router'
|
||||
import { useActiveTabManager } from '@/composables/useActiveTabManager'
|
||||
|
||||
@ -312,93 +314,56 @@ const props = defineProps({
|
||||
},
|
||||
})
|
||||
|
||||
const reload = ref(false)
|
||||
const activities = ref(null)
|
||||
const errorTitle = ref('')
|
||||
const errorMessage = ref('')
|
||||
const showDeleteLinkedDocModal = ref(false)
|
||||
const showConvertToDealModal = ref(false)
|
||||
const showFilesUploader = ref(false)
|
||||
|
||||
const { triggerOnChange, assignees, document } = useDocument(
|
||||
const { triggerOnChange, assignees, document, scripts, error } = useDocument(
|
||||
'CRM Lead',
|
||||
props.leadId,
|
||||
)
|
||||
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
document.save.submit()
|
||||
}
|
||||
const doc = computed(() => document.doc || {})
|
||||
|
||||
const lead = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
|
||||
params: { name: props.leadId },
|
||||
cache: ['lead', props.leadId],
|
||||
onSuccess: (data) => {
|
||||
watch(error, (err) => {
|
||||
if (err) {
|
||||
errorTitle.value = __(
|
||||
err.exc_type == 'DoesNotExistError'
|
||||
? 'Document not found'
|
||||
: 'Error occurred',
|
||||
)
|
||||
errorMessage.value = __(err.messages?.[0] || 'An error occurred')
|
||||
} else {
|
||||
errorTitle.value = ''
|
||||
errorMessage.value = ''
|
||||
setupCustomizations(lead, {
|
||||
doc: data,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteLead,
|
||||
resource: { lead, sections },
|
||||
call,
|
||||
})
|
||||
},
|
||||
onError: (err) => {
|
||||
if (err.messages?.[0]) {
|
||||
errorTitle.value = __('Not permitted')
|
||||
errorMessage.value = __(err.messages?.[0])
|
||||
} else {
|
||||
router.push({ name: 'Leads' })
|
||||
}
|
||||
})
|
||||
|
||||
watch(
|
||||
() => document.doc,
|
||||
async (_doc) => {
|
||||
if (scripts.data?.length) {
|
||||
let s = await setupCustomizations(scripts.data, {
|
||||
doc: _doc,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteLead,
|
||||
call,
|
||||
})
|
||||
document._actions = s.actions || []
|
||||
document._statuses = s.statuses || []
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
onMounted(() => {
|
||||
if (lead.data) return
|
||||
lead.fetch()
|
||||
})
|
||||
|
||||
const reload = ref(false)
|
||||
const showFilesUploader = ref(false)
|
||||
|
||||
function updateLead(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
|
||||
if (!Array.isArray(fieldname) && validateRequired(fieldname, value)) return
|
||||
|
||||
createResource({
|
||||
url: 'frappe.client.set_value',
|
||||
params: {
|
||||
doctype: 'CRM Lead',
|
||||
name: props.leadId,
|
||||
fieldname,
|
||||
value,
|
||||
},
|
||||
auto: true,
|
||||
onSuccess: () => {
|
||||
lead.reload()
|
||||
reload.value = true
|
||||
toast.success(__('Lead updated successfully'))
|
||||
callback?.()
|
||||
},
|
||||
onError: (err) => {
|
||||
toast.error(err.messages?.[0] || __('Error updating lead'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function validateRequired(fieldname, value) {
|
||||
let meta = lead.data.fields_meta || {}
|
||||
if (meta[fieldname]?.reqd && !value) {
|
||||
toast.error(__('{0} is a required field', [meta[fieldname].label]))
|
||||
return true
|
||||
}
|
||||
return false
|
||||
}
|
||||
{ once: true },
|
||||
)
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
let items = [{ label: __('Leads'), route: { name: 'Leads' } }]
|
||||
@ -420,21 +385,18 @@ const breadcrumbs = computed(() => {
|
||||
|
||||
items.push({
|
||||
label: title.value,
|
||||
route: { name: 'Lead', params: { leadId: lead.data.name } },
|
||||
route: { name: 'Lead', params: { leadId: props.leadId } },
|
||||
})
|
||||
return items
|
||||
})
|
||||
|
||||
const title = computed(() => {
|
||||
let t = doctypeMeta['CRM Lead']?.title_field || 'name'
|
||||
return lead.data?.[t] || props.leadId
|
||||
return doc?.[t] || props.leadId
|
||||
})
|
||||
|
||||
usePageMeta(() => {
|
||||
return {
|
||||
title: title.value,
|
||||
icon: brand.favicon,
|
||||
}
|
||||
return { title: title.value, icon: brand.favicon }
|
||||
})
|
||||
|
||||
const tabs = computed(() => {
|
||||
@ -491,17 +453,6 @@ const tabs = computed(() => {
|
||||
|
||||
const { tabIndex, changeTabTo } = useActiveTabManager(tabs, 'lastLeadTab')
|
||||
|
||||
watch(tabs, (value) => {
|
||||
if (value && route.params.tabName) {
|
||||
let index = value.findIndex(
|
||||
(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase(),
|
||||
)
|
||||
if (index !== -1) {
|
||||
tabIndex.value = index
|
||||
}
|
||||
}
|
||||
})
|
||||
|
||||
const sections = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
|
||||
cache: ['sidePanelSections', 'CRM Lead'],
|
||||
@ -509,27 +460,38 @@ const sections = createResource({
|
||||
auto: true,
|
||||
})
|
||||
|
||||
function updateField(name, value, callback) {
|
||||
updateLead(name, value, () => {
|
||||
lead.data[name] = value
|
||||
callback?.()
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
document.save.submit()
|
||||
}
|
||||
|
||||
function updateField(name, value) {
|
||||
value = Array.isArray(name) ? '' : value
|
||||
let oldValues = Array.isArray(name) ? {} : doc.value[name]
|
||||
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = value))
|
||||
} else {
|
||||
doc.value[name] = value
|
||||
}
|
||||
|
||||
document.save.submit(null, {
|
||||
onSuccess: () => (reload.value = true),
|
||||
onError: (err) => {
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = oldValues[field]))
|
||||
} else {
|
||||
doc.value[name] = oldValues
|
||||
}
|
||||
toast.error(err.messages?.[0] || __('Error updating field'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
async function deleteLead(name) {
|
||||
await call('frappe.client.delete', {
|
||||
doctype: 'CRM Lead',
|
||||
name,
|
||||
})
|
||||
router.push({ name: 'Leads' })
|
||||
}
|
||||
|
||||
async function deleteLeadWithModal(name) {
|
||||
function deleteLead() {
|
||||
showDeleteLinkedDocModal.value = true
|
||||
}
|
||||
|
||||
const activities = ref(null)
|
||||
|
||||
function openEmailBox() {
|
||||
let currentTab = tabs.value[tabIndex.value]
|
||||
if (!['Emails', 'Comments', 'Activities'].includes(currentTab.name)) {
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
<template>
|
||||
<LayoutHeader v-if="deal.data">
|
||||
<LayoutHeader>
|
||||
<header
|
||||
class="relative flex h-10.5 items-center justify-between gap-2 py-2.5 pl-2"
|
||||
>
|
||||
@ -10,23 +10,21 @@
|
||||
</Breadcrumbs>
|
||||
<div class="absolute right-0">
|
||||
<Dropdown
|
||||
v-if="document.doc"
|
||||
v-if="doc"
|
||||
:options="
|
||||
statusOptions(
|
||||
'deal',
|
||||
document.statuses?.length
|
||||
? document.statuses
|
||||
: deal.data._customStatuses,
|
||||
: document._statuses,
|
||||
triggerStatusChange,
|
||||
)
|
||||
"
|
||||
>
|
||||
<template #default="{ open }">
|
||||
<Button :label="document.doc.status">
|
||||
<Button v-if="doc.status" :label="doc.status">
|
||||
<template #prefix>
|
||||
<IndicatorIcon
|
||||
:class="getDealStatus(document.doc.status).color"
|
||||
/>
|
||||
<IndicatorIcon :class="getDealStatus(doc.status).color" />
|
||||
</template>
|
||||
<template #suffix>
|
||||
<FeatherIcon
|
||||
@ -41,18 +39,14 @@
|
||||
</header>
|
||||
</LayoutHeader>
|
||||
<div
|
||||
v-if="deal.data"
|
||||
v-if="doc.name"
|
||||
class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
|
||||
>
|
||||
<AssignTo
|
||||
v-model="assignees.data"
|
||||
:data="document.doc"
|
||||
doctype="CRM Deal"
|
||||
/>
|
||||
<AssignTo v-model="assignees.data" :data="doc" doctype="CRM Deal" />
|
||||
<div class="flex items-center gap-2">
|
||||
<CustomActions
|
||||
v-if="deal.data._customActions?.length"
|
||||
:actions="deal.data._customActions"
|
||||
v-if="document._actions?.length"
|
||||
:actions="document._actions"
|
||||
/>
|
||||
<CustomActions
|
||||
v-if="document.actions?.length"
|
||||
@ -60,14 +54,14 @@
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div v-if="deal.data" class="flex h-full overflow-hidden">
|
||||
<div v-if="doc.name" class="flex h-full overflow-hidden">
|
||||
<Tabs as="div" v-model="tabIndex" :tabs="tabs" class="overflow-auto">
|
||||
<TabList class="!px-3" />
|
||||
<TabPanel v-slot="{ tab }">
|
||||
<div v-if="tab.name == 'Details'">
|
||||
<SLASection
|
||||
v-if="deal.data.sla_status"
|
||||
v-model="deal.data"
|
||||
v-if="doc.sla_status"
|
||||
v-model="doc"
|
||||
@updateField="updateField"
|
||||
/>
|
||||
<div
|
||||
@ -77,7 +71,7 @@
|
||||
<SidePanelLayout
|
||||
:sections="sections.data"
|
||||
doctype="CRM Deal"
|
||||
:docname="deal.data.name"
|
||||
:docname="dealId"
|
||||
@reload="sections.reload"
|
||||
@beforeFieldChange="beforeStatusChange"
|
||||
@afterFieldChange="reloadAssignees"
|
||||
@ -92,7 +86,7 @@
|
||||
(value, close) => {
|
||||
_contact = {
|
||||
first_name: value,
|
||||
company_name: deal.data.organization,
|
||||
company_name: doc.organization,
|
||||
}
|
||||
showContactModal = true
|
||||
close()
|
||||
@ -220,23 +214,28 @@
|
||||
<Activities
|
||||
v-else
|
||||
doctype="CRM Deal"
|
||||
:docname="dealId"
|
||||
:tabs="tabs"
|
||||
v-model:reload="reload"
|
||||
v-model:tabIndex="tabIndex"
|
||||
v-model="deal"
|
||||
@beforeSave="beforeStatusChange"
|
||||
@afterSave="reloadAssignees"
|
||||
/>
|
||||
</TabPanel>
|
||||
</Tabs>
|
||||
</div>
|
||||
<ErrorPage
|
||||
v-else-if="errorTitle"
|
||||
:errorTitle="errorTitle"
|
||||
:errorMessage="errorMessage"
|
||||
/>
|
||||
<OrganizationModal
|
||||
v-if="showOrganizationModal"
|
||||
v-model="showOrganizationModal"
|
||||
:data="_organization"
|
||||
:options="{
|
||||
redirect: false,
|
||||
afterInsert: (doc) => updateField('organization', doc.name),
|
||||
afterInsert: (_doc) => updateField('organization', _doc.name),
|
||||
}"
|
||||
/>
|
||||
<ContactModal
|
||||
@ -245,9 +244,16 @@
|
||||
:contact="_contact"
|
||||
:options="{
|
||||
redirect: false,
|
||||
afterInsert: (doc) => addContact(doc.name),
|
||||
afterInsert: (_doc) => addContact(_doc.name),
|
||||
}"
|
||||
/>
|
||||
<DeleteLinkedDocModal
|
||||
v-if="showDeleteLinkedDocModal"
|
||||
v-model="showDeleteLinkedDocModal"
|
||||
:doctype="'CRM Deal'"
|
||||
:docname="dealId"
|
||||
name="Deals"
|
||||
/>
|
||||
<LostReasonModal
|
||||
v-if="showLostReasonModal"
|
||||
v-model="showLostReasonModal"
|
||||
@ -255,6 +261,8 @@
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
|
||||
import ErrorPage from '@/components/ErrorPage.vue'
|
||||
import Icon from '@/components/Icon.vue'
|
||||
import DetailsIcon from '@/components/Icons/DetailsIcon.vue'
|
||||
import LoadingIndicator from '@/components/Icons/LoadingIndicator.vue'
|
||||
@ -306,7 +314,7 @@ import {
|
||||
usePageMeta,
|
||||
toast,
|
||||
} from 'frappe-ui'
|
||||
import { ref, computed, h, onMounted } from 'vue'
|
||||
import { ref, computed, h, watch } from 'vue'
|
||||
import { useRoute, useRouter } from 'vue-router'
|
||||
|
||||
const { brand } = getSettings()
|
||||
@ -323,86 +331,57 @@ const props = defineProps({
|
||||
},
|
||||
})
|
||||
|
||||
const deal = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_deal.api.get_deal',
|
||||
params: { name: props.dealId },
|
||||
cache: ['deal', props.dealId],
|
||||
onSuccess: (data) => {
|
||||
if (data.organization) {
|
||||
organization.update({
|
||||
params: { doctype: 'CRM Organization', name: data.organization },
|
||||
const errorTitle = ref('')
|
||||
const errorMessage = ref('')
|
||||
const showDeleteLinkedDocModal = ref(false)
|
||||
|
||||
const { triggerOnChange, assignees, document, scripts, error } = useDocument(
|
||||
'CRM Deal',
|
||||
props.dealId,
|
||||
)
|
||||
|
||||
const doc = computed(() => document.doc || {})
|
||||
|
||||
watch(error, (err) => {
|
||||
if (err) {
|
||||
errorTitle.value = __(
|
||||
err.exc_type == 'DoesNotExistError'
|
||||
? 'Document not found'
|
||||
: 'Error occurred',
|
||||
)
|
||||
errorMessage.value = __(err.messages?.[0] || 'An error occurred')
|
||||
} else {
|
||||
errorTitle.value = ''
|
||||
errorMessage.value = ''
|
||||
}
|
||||
})
|
||||
|
||||
watch(
|
||||
() => document.doc,
|
||||
async (_doc) => {
|
||||
if (scripts.data?.length) {
|
||||
let s = await setupCustomizations(scripts.data, {
|
||||
doc: _doc,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteDeal,
|
||||
call,
|
||||
})
|
||||
organization.fetch()
|
||||
document._actions = s.actions || []
|
||||
document._statuses = s.statuses || []
|
||||
}
|
||||
|
||||
setupCustomizations(deal, {
|
||||
doc: data,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteDeal,
|
||||
resource: {
|
||||
deal,
|
||||
dealContacts,
|
||||
sections,
|
||||
},
|
||||
call,
|
||||
})
|
||||
},
|
||||
})
|
||||
|
||||
const organization = createResource({
|
||||
url: 'frappe.client.get',
|
||||
onSuccess: (data) => (deal.data._organizationObj = data),
|
||||
})
|
||||
|
||||
onMounted(() => {
|
||||
if (deal.data) return
|
||||
deal.fetch()
|
||||
})
|
||||
{ once: true },
|
||||
)
|
||||
|
||||
const reload = ref(false)
|
||||
const showOrganizationModal = ref(false)
|
||||
const _organization = ref({})
|
||||
|
||||
function updateDeal(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
|
||||
if (validateRequired(fieldname, value)) return
|
||||
|
||||
createResource({
|
||||
url: 'frappe.client.set_value',
|
||||
params: {
|
||||
doctype: 'CRM Deal',
|
||||
name: props.dealId,
|
||||
fieldname,
|
||||
value,
|
||||
},
|
||||
auto: true,
|
||||
onSuccess: () => {
|
||||
deal.reload()
|
||||
reload.value = true
|
||||
toast.success(__('Deal updated'))
|
||||
callback?.()
|
||||
},
|
||||
onError: (err) => {
|
||||
toast.error(err.messages?.[0] || __('Error updating deal'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function validateRequired(fieldname, value) {
|
||||
let meta = deal.data.fields_meta || {}
|
||||
if (meta[fieldname]?.reqd && !value) {
|
||||
toast.error(__('{0} is a required field', [meta[fieldname].label]))
|
||||
return true
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
let items = [{ label: __('Deals'), route: { name: 'Deals' } }]
|
||||
|
||||
@ -423,14 +402,14 @@ const breadcrumbs = computed(() => {
|
||||
|
||||
items.push({
|
||||
label: title.value,
|
||||
route: { name: 'Deal', params: { dealId: deal.data.name } },
|
||||
route: { name: 'Deal', params: { dealId: props.dealId } },
|
||||
})
|
||||
return items
|
||||
})
|
||||
|
||||
const title = computed(() => {
|
||||
let t = doctypeMeta['CRM Deal']?.title_field || 'name'
|
||||
return deal.data?.[t] || props.dealId
|
||||
return doc.value?.[t] || props.dealId
|
||||
})
|
||||
|
||||
usePageMeta(() => {
|
||||
@ -614,26 +593,33 @@ const dealContacts = createResource({
|
||||
},
|
||||
})
|
||||
|
||||
function updateField(name, value, callback) {
|
||||
updateDeal(name, value, () => {
|
||||
deal.data[name] = value
|
||||
callback?.()
|
||||
function updateField(name, value) {
|
||||
value = Array.isArray(name) ? '' : value
|
||||
let oldValues = Array.isArray(name) ? {} : doc.value[name]
|
||||
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = value))
|
||||
} else {
|
||||
doc.value[name] = value
|
||||
}
|
||||
|
||||
document.save.submit(null, {
|
||||
onSuccess: () => (reload.value = true),
|
||||
onError: (err) => {
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = oldValues[field]))
|
||||
} else {
|
||||
doc.value[name] = oldValues
|
||||
}
|
||||
toast.error(err.messages?.[0] || __('Error updating field'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
async function deleteDeal(name) {
|
||||
await call('frappe.client.delete', {
|
||||
doctype: 'CRM Deal',
|
||||
name,
|
||||
})
|
||||
router.push({ name: 'Deals' })
|
||||
function deleteDeal() {
|
||||
showDeleteLinkedDocModal.value = true
|
||||
}
|
||||
|
||||
const { assignees, document, triggerOnChange } = useDocument(
|
||||
'CRM Deal',
|
||||
props.dealId,
|
||||
)
|
||||
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
setLostReason()
|
||||
@ -643,9 +629,9 @@ const showLostReasonModal = ref(false)
|
||||
|
||||
function setLostReason() {
|
||||
if (
|
||||
getDealStatus(document.doc.status).type !== 'Lost' ||
|
||||
(document.doc.lost_reason && document.doc.lost_reason !== 'Other') ||
|
||||
(document.doc.lost_reason === 'Other' && document.doc.lost_notes)
|
||||
getDealStatus(doc.status).type !== 'Lost' ||
|
||||
(doc.lost_reason && doc.lost_reason !== 'Other') ||
|
||||
(doc.lost_reason === 'Other' && doc.lost_notes)
|
||||
) {
|
||||
document.save.submit()
|
||||
return
|
||||
@ -655,7 +641,10 @@ function setLostReason() {
|
||||
}
|
||||
|
||||
function beforeStatusChange(data) {
|
||||
if (data?.hasOwnProperty('status') && getDealStatus(data.status).type == 'Lost') {
|
||||
if (
|
||||
data?.hasOwnProperty('status') &&
|
||||
getDealStatus(data.status).type == 'Lost'
|
||||
) {
|
||||
setLostReason()
|
||||
} else {
|
||||
document.save.submit(null, {
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
<template>
|
||||
<LayoutHeader v-if="lead.data">
|
||||
<LayoutHeader>
|
||||
<header
|
||||
class="relative flex h-10.5 items-center justify-between gap-2 py-2.5 pl-2"
|
||||
>
|
||||
@ -10,23 +10,21 @@
|
||||
</Breadcrumbs>
|
||||
<div class="absolute right-0">
|
||||
<Dropdown
|
||||
v-if="document.doc"
|
||||
v-if="doc"
|
||||
:options="
|
||||
statusOptions(
|
||||
'lead',
|
||||
document.statuses?.length
|
||||
? document.statuses
|
||||
: lead.data._customStatuses,
|
||||
: document._statuses,
|
||||
triggerStatusChange,
|
||||
)
|
||||
"
|
||||
>
|
||||
<template #default="{ open }">
|
||||
<Button :label="document.doc.status">
|
||||
<Button v-if="doc.status" :label="doc.status">
|
||||
<template #prefix>
|
||||
<IndicatorIcon
|
||||
:class="getLeadStatus(document.doc.status).color"
|
||||
/>
|
||||
<IndicatorIcon :class="getLeadStatus(doc.status).color" />
|
||||
</template>
|
||||
<template #suffix>
|
||||
<FeatherIcon
|
||||
@ -41,18 +39,14 @@
|
||||
</header>
|
||||
</LayoutHeader>
|
||||
<div
|
||||
v-if="lead.data"
|
||||
v-if="doc.name"
|
||||
class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
|
||||
>
|
||||
<AssignTo
|
||||
v-model="assignees.data"
|
||||
:data="document.doc"
|
||||
doctype="CRM Lead"
|
||||
/>
|
||||
<AssignTo v-model="assignees.data" :data="doc" doctype="CRM Lead" />
|
||||
<div class="flex items-center gap-2">
|
||||
<CustomActions
|
||||
v-if="lead.data._customActions?.length"
|
||||
:actions="lead.data._customActions"
|
||||
v-if="document._actions?.length"
|
||||
:actions="document._actions"
|
||||
/>
|
||||
<CustomActions
|
||||
v-if="document.actions?.length"
|
||||
@ -65,14 +59,14 @@
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div v-if="lead?.data" class="flex h-full overflow-hidden">
|
||||
<div v-if="doc.name" class="flex h-full overflow-hidden">
|
||||
<Tabs as="div" v-model="tabIndex" :tabs="tabs" class="overflow-auto">
|
||||
<TabList class="!px-3" />
|
||||
<TabPanel v-slot="{ tab }">
|
||||
<div v-if="tab.name == 'Details'">
|
||||
<SLASection
|
||||
v-if="lead.data.sla_status"
|
||||
v-model="lead.data"
|
||||
v-if="doc.sla_status"
|
||||
v-model="doc"
|
||||
@updateField="updateField"
|
||||
/>
|
||||
<div
|
||||
@ -82,7 +76,7 @@
|
||||
<SidePanelLayout
|
||||
:sections="sections.data"
|
||||
doctype="CRM Lead"
|
||||
:docname="lead.data.name"
|
||||
:docname="leadId"
|
||||
@reload="sections.reload"
|
||||
@afterFieldChange="reloadAssignees"
|
||||
/>
|
||||
@ -91,16 +85,21 @@
|
||||
<Activities
|
||||
v-else
|
||||
doctype="CRM Lead"
|
||||
:docname="leadId"
|
||||
:tabs="tabs"
|
||||
v-model:reload="reload"
|
||||
v-model:tabIndex="tabIndex"
|
||||
v-model="lead"
|
||||
@beforeSave="saveChanges"
|
||||
@afterSave="reloadAssignees"
|
||||
/>
|
||||
</TabPanel>
|
||||
</Tabs>
|
||||
</div>
|
||||
<ErrorPage
|
||||
v-else-if="errorTitle"
|
||||
:errorTitle="errorTitle"
|
||||
:errorMessage="errorMessage"
|
||||
/>
|
||||
<Dialog
|
||||
v-model="showConvertToDealModal"
|
||||
:options="{
|
||||
@ -167,8 +166,17 @@
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
<DeleteLinkedDocModal
|
||||
v-if="showDeleteLinkedDocModal"
|
||||
v-model="showDeleteLinkedDocModal"
|
||||
:doctype="'CRM Lead'"
|
||||
:docname="leadId"
|
||||
name="Leads"
|
||||
/>
|
||||
</template>
|
||||
<script setup>
|
||||
import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
|
||||
import ErrorPage from '@/components/ErrorPage.vue'
|
||||
import Icon from '@/components/Icon.vue'
|
||||
import DetailsIcon from '@/components/Icons/DetailsIcon.vue'
|
||||
import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
|
||||
@ -215,7 +223,7 @@ import {
|
||||
usePageMeta,
|
||||
toast,
|
||||
} from 'frappe-ui'
|
||||
import { ref, computed, onMounted, watch } from 'vue'
|
||||
import { ref, computed, watch } from 'vue'
|
||||
import { useRouter, useRoute } from 'vue-router'
|
||||
|
||||
const { brand } = getSettings()
|
||||
@ -232,71 +240,55 @@ const props = defineProps({
|
||||
},
|
||||
})
|
||||
|
||||
const lead = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
|
||||
params: { name: props.leadId },
|
||||
cache: ['lead', props.leadId],
|
||||
onSuccess: (data) => {
|
||||
setupCustomizations(lead, {
|
||||
doc: data,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteLead,
|
||||
resource: {
|
||||
lead,
|
||||
sections,
|
||||
},
|
||||
call,
|
||||
})
|
||||
},
|
||||
const errorTitle = ref('')
|
||||
const errorMessage = ref('')
|
||||
const showDeleteLinkedDocModal = ref(false)
|
||||
|
||||
const { triggerOnChange, assignees, document, scripts, error } = useDocument(
|
||||
'CRM Lead',
|
||||
props.leadId,
|
||||
)
|
||||
|
||||
const doc = computed(() => document.doc || {})
|
||||
|
||||
watch(error, (err) => {
|
||||
if (err) {
|
||||
errorTitle.value = __(
|
||||
err.exc_type == 'DoesNotExistError'
|
||||
? 'Document not found'
|
||||
: 'Error occurred',
|
||||
)
|
||||
errorMessage.value = __(err.messages?.[0] || 'An error occurred')
|
||||
} else {
|
||||
errorTitle.value = ''
|
||||
errorMessage.value = ''
|
||||
}
|
||||
})
|
||||
|
||||
onMounted(() => {
|
||||
if (lead.data) return
|
||||
lead.fetch()
|
||||
})
|
||||
watch(
|
||||
() => document.doc,
|
||||
async (_doc) => {
|
||||
if (scripts.data?.length) {
|
||||
let s = await setupCustomizations(scripts.data, {
|
||||
doc: _doc,
|
||||
$dialog,
|
||||
$socket,
|
||||
router,
|
||||
toast,
|
||||
updateField,
|
||||
createToast: toast.create,
|
||||
deleteDoc: deleteLead,
|
||||
call,
|
||||
})
|
||||
document._actions = s.actions || []
|
||||
document._statuses = s.statuses || []
|
||||
}
|
||||
},
|
||||
{ once: true },
|
||||
)
|
||||
|
||||
const reload = ref(false)
|
||||
|
||||
function updateLead(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
|
||||
if (!Array.isArray(fieldname) && validateRequired(fieldname, value)) return
|
||||
|
||||
createResource({
|
||||
url: 'frappe.client.set_value',
|
||||
params: {
|
||||
doctype: 'CRM Lead',
|
||||
name: props.leadId,
|
||||
fieldname,
|
||||
value,
|
||||
},
|
||||
auto: true,
|
||||
onSuccess: () => {
|
||||
lead.reload()
|
||||
reload.value = true
|
||||
toast.success(__('Lead updated successfully'))
|
||||
callback?.()
|
||||
},
|
||||
onError: (err) => {
|
||||
toast.error(__(err.messages?.[0] || 'Error updating lead'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function validateRequired(fieldname, value) {
|
||||
let meta = lead.data.fields_meta || {}
|
||||
if (meta[fieldname]?.reqd && !value) {
|
||||
toast.error(__('{0} is a required field', [meta[fieldname].label]))
|
||||
return true
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
let items = [{ label: __('Leads'), route: { name: 'Leads' } }]
|
||||
|
||||
@ -317,14 +309,14 @@ const breadcrumbs = computed(() => {
|
||||
|
||||
items.push({
|
||||
label: title.value,
|
||||
route: { name: 'Lead', params: { leadId: lead.data.name } },
|
||||
route: { name: 'Lead', params: { leadId: props.leadId } },
|
||||
})
|
||||
return items
|
||||
})
|
||||
|
||||
const title = computed(() => {
|
||||
let t = doctypeMeta['CRM Lead']?.title_field || 'name'
|
||||
return lead.data?.[t] || props.leadId
|
||||
return doc.value?.[t] || props.leadId
|
||||
})
|
||||
|
||||
usePageMeta(() => {
|
||||
@ -392,18 +384,8 @@ const tabs = computed(() => {
|
||||
]
|
||||
return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
|
||||
})
|
||||
const { tabIndex } = useActiveTabManager(tabs, 'lastLeadTab')
|
||||
|
||||
watch(tabs, (value) => {
|
||||
if (value && route.params.tabName) {
|
||||
let index = value.findIndex(
|
||||
(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase(),
|
||||
)
|
||||
if (index !== -1) {
|
||||
tabIndex.value = index
|
||||
}
|
||||
}
|
||||
})
|
||||
const { tabIndex } = useActiveTabManager(tabs, 'lastLeadTab')
|
||||
|
||||
const sections = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
|
||||
@ -412,19 +394,31 @@ const sections = createResource({
|
||||
auto: true,
|
||||
})
|
||||
|
||||
function updateField(name, value, callback) {
|
||||
updateLead(name, value, () => {
|
||||
lead.data[name] = value
|
||||
callback?.()
|
||||
function updateField(name, value) {
|
||||
value = Array.isArray(name) ? '' : value
|
||||
let oldValues = Array.isArray(name) ? {} : doc.value[name]
|
||||
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = value))
|
||||
} else {
|
||||
doc.value[name] = value
|
||||
}
|
||||
|
||||
document.save.submit(null, {
|
||||
onSuccess: () => (reload.value = true),
|
||||
onError: (err) => {
|
||||
if (Array.isArray(name)) {
|
||||
name.forEach((field) => (doc.value[field] = oldValues[field]))
|
||||
} else {
|
||||
doc.value[name] = oldValues
|
||||
}
|
||||
toast.error(err.messages?.[0] || __('Error updating field'))
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
async function deleteLead(name) {
|
||||
await call('frappe.client.delete', {
|
||||
doctype: 'CRM Lead',
|
||||
name,
|
||||
})
|
||||
router.push({ name: 'Leads' })
|
||||
function deleteLead() {
|
||||
showDeleteLinkedDocModal.value = true
|
||||
}
|
||||
|
||||
// Convert to Deal
|
||||
@ -455,7 +449,7 @@ async function convertToDeal() {
|
||||
}
|
||||
|
||||
let deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
|
||||
lead: lead.data.name,
|
||||
lead: props.leadId,
|
||||
deal: {},
|
||||
existing_contact: existingContact.value,
|
||||
existing_organization: existingOrganization.value,
|
||||
@ -471,11 +465,6 @@ async function convertToDeal() {
|
||||
}
|
||||
}
|
||||
|
||||
const { assignees, document, triggerOnChange } = useDocument(
|
||||
'CRM Lead',
|
||||
props.leadId,
|
||||
)
|
||||
|
||||
async function triggerStatusChange(value) {
|
||||
await triggerOnChange('status', value)
|
||||
document.save.submit()
|
||||
|
||||
@ -278,25 +278,18 @@ async function getFormScript(script, obj) {
|
||||
return formScript || {}
|
||||
}
|
||||
|
||||
export async function setupCustomizations(doc, obj) {
|
||||
if (!doc.data?._form_script) return []
|
||||
export async function setupCustomizations(scripts, obj) {
|
||||
if (!scripts) return []
|
||||
|
||||
let statuses = []
|
||||
let actions = []
|
||||
if (Array.isArray(doc.data._form_script)) {
|
||||
for (let script of doc.data._form_script) {
|
||||
let _script = await getFormScript(script, obj)
|
||||
if (Array.isArray(scripts)) {
|
||||
for (let s of scripts) {
|
||||
let _script = await getFormScript(s.script, obj)
|
||||
actions = actions.concat(_script?.actions || [])
|
||||
statuses = statuses.concat(_script?.statuses || [])
|
||||
}
|
||||
} else {
|
||||
let _script = await getFormScript(doc.data._form_script, obj)
|
||||
actions = _script?.actions || []
|
||||
statuses = _script?.statuses || []
|
||||
}
|
||||
|
||||
doc.data._customStatuses = statuses
|
||||
doc.data._customActions = actions
|
||||
return { statuses, actions }
|
||||
}
|
||||
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user