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Merge pull request #36 from shariquerik/make-lead-deal-status-link-field

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Shariq Ansari 2023-11-29 14:06:38 +05:30 committed by GitHub
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26 changed files with 439 additions and 128 deletions
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6
crm/fcrm/doctype/crm_deal/crm_deal.json
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@ -111,10 +111,10 @@
{
"default": "Qualification",
"fieldname": "status",
"fieldtype": "Select",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Status",
"options": "Qualification\nDemo/Making\nProposal/Quotation\nNegotiation\nReady to Close\nWon\nLost",
"options": "CRM Deal Status",
"reqd": 1,
"search_index": 1
},
@ -138,7 +138,7 @@
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-24 16:50:07.177125",
"modified": "2023-11-29 11:31:46.968519",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Deal",

0
crm/fcrm/doctype/crm_deal_status/__init__.py Normal file
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8
crm/fcrm/doctype/crm_deal_status/crm_deal_status.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
// frappe.ui.form.on("CRM Deal Status", {
// refresh(frm) {
// },
// });

62
crm/fcrm/doctype/crm_deal_status/crm_deal_status.json Normal file
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@ -0,0 +1,62 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:deal_status",
"creation": "2023-11-29 11:24:55.543387",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"deal_status",
"color",
"position"
],
"fields": [
{
"default": "gray",
"fieldname": "color",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Color",
"options": "black\ngray\nblue\ngreen\nred\npink\norange\namber\nyellow\ncyan\nteal\nviolet\npurple"
},
{
"fieldname": "deal_status",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Status",
"reqd": 1,
"unique": 1
},
{
"fieldname": "position",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Position"
}
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-29 12:52:03.070218",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Deal Status",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

9
crm/fcrm/doctype/crm_deal_status/crm_deal_status.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CRMDealStatus(Document):
pass

9
crm/fcrm/doctype/crm_deal_status/test_crm_deal_status.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestCRMDealStatus(FrappeTestCase):
pass

6
crm/fcrm/doctype/crm_lead/crm_lead.json
View File

@ -74,10 +74,10 @@
{
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Status",
"options": "Open\nContacted\nNurture\nQualified\nUnqualified\nJunk",
"options": "CRM Lead Status",
"reqd": 1,
"search_index": 1
},
@ -201,7 +201,7 @@
"image_field": "image",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-24 16:38:36.695965",
"modified": "2023-11-29 11:31:08.555096",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Lead",

0
crm/fcrm/doctype/crm_lead_status/__init__.py Normal file
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8
crm/fcrm/doctype/crm_lead_status/crm_lead_status.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
// frappe.ui.form.on("CRM Lead Status", {
// refresh(frm) {
// },
// });

63
crm/fcrm/doctype/crm_lead_status/crm_lead_status.json Normal file
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@ -0,0 +1,63 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:lead_status",
"creation": "2023-11-29 11:09:53.678414",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"lead_status",
"color",
"position"
],
"fields": [
{
"default": "gray",
"fieldname": "color",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Color",
"options": "black\ngray\nblue\ngreen\nred\npink\norange\namber\nyellow\ncyan\nteal\nviolet\npurple"
},
{
"fieldname": "lead_status",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Status",
"reqd": 1,
"unique": 1
},
{
"default": "1",
"fieldname": "position",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Position"
}
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-29 12:52:25.641581",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Lead Status",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

9
crm/fcrm/doctype/crm_lead_status/crm_lead_status.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CRMLeadStatus(Document):
pass

9
crm/fcrm/doctype/crm_lead_status/test_crm_lead_status.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestCRMLeadStatus(FrappeTestCase):
pass

38
crm/fcrm/workspace/frappe_crm/frappe_crm.json
View File

@ -1,6 +1,6 @@
{
"charts": [],
"content": "[{\"id\":\"1nr6UkvDiL\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h5\\\"><b>PORTAL</b></span>\",\"col\":12}},{\"id\":\"1hyi8SysUY\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"CRM Portal Page\",\"col\":3}},{\"id\":\"ktENiGaqXQ\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"VgeWLYOuAS\",\"type\":\"paragraph\",\"data\":{\"text\":\"<b>SHORTCUTS</b>\",\"col\":12}},{\"id\":\"A66FpG-K3T\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Leads\",\"col\":3}},{\"id\":\"n9b6N5ebOj\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Deals\",\"col\":3}},{\"id\":\"sGHTXrludH\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Organizations\",\"col\":3}},{\"id\":\"uXZNCdqxy0\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Contacts\",\"col\":3}}]",
"content": "[{\"id\":\"1nr6UkvDiL\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h5\\\"><b>PORTAL</b></span>\",\"col\":12}},{\"id\":\"1hyi8SysUY\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"CRM Portal Page\",\"col\":3}},{\"id\":\"ktENiGaqXQ\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"VgeWLYOuAS\",\"type\":\"paragraph\",\"data\":{\"text\":\"<b>SHORTCUTS</b>\",\"col\":12}},{\"id\":\"A66FpG-K3T\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Leads\",\"col\":3}},{\"id\":\"n9b6N5ebOj\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Deals\",\"col\":3}},{\"id\":\"sGHTXrludH\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Organizations\",\"col\":3}},{\"id\":\"uXZNCdqxy0\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Contacts\",\"col\":3}},{\"id\":\"TZ7cULX3Tk\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"zpySv0nGVQ\",\"type\":\"paragraph\",\"data\":{\"text\":\"<b>META</b>\",\"col\":12}},{\"id\":\"fa-uKzobpp\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead Statuses\",\"col\":3}},{\"id\":\"hxoZghUHP2\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Deal Statuses\",\"col\":3}},{\"id\":\"HbgghUpc8N\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead Sources\",\"col\":3}},{\"id\":\"8cPs7Fohb4\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Industries\",\"col\":3}}]",
"creation": "2023-11-27 13:55:17.090361",
"custom_blocks": [],
"docstatus": 0,
@ -13,8 +13,8 @@
"is_hidden": 0,
"label": "Frappe CRM",
"links": [],
"modified": "2023-11-27 14:29:01.217327",
"modified_by": "shariq@frappe.io",
"modified": "2023-11-29 13:37:56.731645",
"modified_by": "Administrator",
"module": "FCRM",
"name": "Frappe CRM",
"number_cards": [],
@ -40,6 +40,14 @@
"type": "URL",
"url": "/crm"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Lead Statuses",
"link_to": "CRM Lead Status",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
@ -48,6 +56,22 @@
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Deal Statuses",
"link_to": "CRM Deal Status",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Lead Sources",
"link_to": "CRM Lead Source",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
@ -63,6 +87,14 @@
"link_to": "Contact",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Industries",
"link_to": "CRM Industry",
"stats_filter": "[]",
"type": "DocType"
}
],
"title": "Frappe CRM"

4
crm/hooks.py
View File

@ -70,8 +70,8 @@ website_route_rules = [
# Installation
# ------------
# before_install = "crm.install.before_install"
# after_install = "crm.install.after_install"
before_install = "crm.install.before_install"
after_install = "crm.install.after_install"
# Uninstallation
# ------------

93
crm/install.py Normal file
View File

@ -0,0 +1,93 @@
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
# MIT License. See license.txt
from __future__ import unicode_literals
import frappe
def before_install():
pass
def after_install():
add_default_lead_statuses()
add_default_deal_statuses()
frappe.db.commit()
def add_default_lead_statuses():
statuses = {
"Open": {
"color": "gray",
"position": 1,
},
"Contacted": {
"color": "orange",
"position": 2,
},
"Nurture": {
"color": "blue",
"position": 3,
},
"Qualified": {
"color": "green",
"position": 4,
},
"Unqualified": {
"color": "red",
"position": 5,
},
"Junk": {
"color": "purple",
"position": 6,
},
}
for status in statuses:
if frappe.db.exists("CRM Lead Status", status):
continue
doc = frappe.new_doc("CRM Lead Status")
doc.lead_status = status
doc.color = statuses[status]["color"]
doc.position = statuses[status]["position"]
doc.insert()
def add_default_deal_statuses():
statuses = {
"Qualification": {
"color": "gray",
"position": 1,
},
"Demo/Making": {
"color": "orange",
"position": 2,
},
"Proposal/Quotation": {
"color": "blue",
"position": 3,
},
"Negotiation": {
"color": "yellow",
"position": 4,
},
"Ready to Close": {
"color": "purple",
"position": 5,
},
"Won": {
"color": "green",
"position": 6,
},
"Lost": {
"color": "red",
"position": 7,
},
}
for status in statuses:
if frappe.db.exists("CRM Deal Status", status):
continue
doc = frappe.new_doc("CRM Deal Status")
doc.deal_status = status
doc.color = statuses[status]["color"]
doc.position = statuses[status]["position"]
doc.insert()

12
frontend/src/components/NewDeal.vue
View File

@ -11,7 +11,7 @@
v-model="newDeal[field.name]"
>
<template v-if="field.name == 'status'" #prefix>
<IndicatorIcon :class="dealStatuses[newDeal[field.name]].color" />
<IndicatorIcon :class="getDealStatus(newDeal[field.name]).color" />
</template>
</FormControl>
<FormControl
@ -45,7 +45,7 @@
</FormControl>
<Dropdown
v-else-if="field.type === 'dropdown'"
:options="statusDropdownOptions(newDeal, 'deal')"
:options="statusOptions('deal')"
class="w-full flex-1"
>
<template #default="{ open }">
@ -55,7 +55,7 @@
>
<template #prefix>
<IndicatorIcon
:class="dealStatuses[newDeal[field.name]].color"
:class="getDealStatus(newDeal[field.name]).color"
/>
</template>
<template #default>{{ newDeal[field.name] }}</template>
@ -89,11 +89,13 @@ import UserAvatar from '@/components/UserAvatar.vue'
import Link from '@/components/Controls/Link.vue'
import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
import { usersStore } from '@/stores/users'
import { dealStatuses, statusDropdownOptions, activeAgents } from '@/utils'
import { statusesStore } from '@/stores/statuses'
import { activeAgents } from '@/utils'
import { FormControl, Button, Dropdown, FeatherIcon } from 'frappe-ui'
import { ref } from 'vue'
const { getUser } = usersStore()
const { getDealStatus, statusOptions } = statusesStore()
const props = defineProps({
newDeal: {
@ -170,7 +172,7 @@ const allFields = [
label: 'Status',
name: 'status',
type: 'select',
options: statusDropdownOptions(props.newDeal, 'deal'),
options: statusOptions('deal'),
},
{
label: 'Deal Owner',

12
frontend/src/components/NewLead.vue
View File

@ -11,7 +11,7 @@
v-model="newLead[field.name]"
>
<template v-if="field.name == 'status'" #prefix>
<IndicatorIcon :class="leadStatuses[newLead[field.name]].color" />
<IndicatorIcon :class="getLeadStatus(newLead[field.name]).color" />
</template>
</FormControl>
<FormControl
@ -45,7 +45,7 @@
</FormControl>
<Dropdown
v-else-if="field.type === 'dropdown'"
:options="statusDropdownOptions(newLead)"
:options="statusOptions('lead')"
class="w-full flex-1"
>
<template #default="{ open }">
@ -55,7 +55,7 @@
>
<template #prefix>
<IndicatorIcon
:class="leadStatuses[newLead[field.name]].color"
:class="getLeadStatus(newLead[field.name]).color"
/>
</template>
<template #default>{{ newLead[field.name] }}</template>
@ -89,11 +89,13 @@ import UserAvatar from '@/components/UserAvatar.vue'
import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
import Link from '@/components/Controls/Link.vue'
import { usersStore } from '@/stores/users'
import { leadStatuses, statusDropdownOptions, activeAgents } from '@/utils'
import { statusesStore } from '@/stores/statuses'
import { activeAgents } from '@/utils'
import { FormControl, Button, Dropdown, FeatherIcon } from 'frappe-ui'
import { ref } from 'vue'
const { getUser } = usersStore()
const { getLeadStatus, statusOptions } = statusesStore()
const props = defineProps({
newLead: {
@ -170,7 +172,7 @@ const allFields = [
label: 'Status',
name: 'status',
type: 'select',
options: statusDropdownOptions(props.newLead),
options: statusOptions('lead'),
},
{
label: 'Lead Owner',

3
frontend/src/pages/CallLog.vue
View File

@ -143,7 +143,7 @@
import LayoutHeader from '@/components/LayoutHeader.vue'
import DurationIcon from '@/components/Icons/DurationIcon.vue'
import NoteModal from '@/components/Modals/NoteModal.vue'
import { dateFormat, timeAgo, dateTooltipFormat } from '@/utils'
import { dateFormat, timeAgo, dateTooltipFormat, secondsToDuration } from '@/utils'
import {
TextEditor,
Avatar,
@ -156,7 +156,6 @@ import {
} from 'frappe-ui'
import { usersStore } from '@/stores/users'
import { contactsStore } from '@/stores/contacts'
import { secondsToDuration } from '@/utils'
import { computed, ref } from 'vue'
import { useRouter } from 'vue-router'

8
frontend/src/pages/Contact.vue
View File

@ -237,18 +237,18 @@ import {
dateTooltipFormat,
timeAgo,
formatNumberIntoCurrency,
dealStatuses,
leadStatuses,
} from '@/utils'
import { usersStore } from '@/stores/users.js'
import { contactsStore } from '@/stores/contacts.js'
import { organizationsStore } from '@/stores/organizations.js'
import { statusesStore } from '@/stores/statuses'
import { ref, computed, h } from 'vue'
import { useRouter } from 'vue-router'
const { getContactByName, contacts } = contactsStore()
const { getUser } = usersStore()
const { getOrganization } = organizationsStore()
const { getLeadStatus, getDealStatus } = statusesStore()
const props = defineProps({
contactId: {
@ -390,7 +390,7 @@ function getLeadRowObject(lead) {
},
status: {
label: lead.status,
color: leadStatuses[lead.status]?.color,
color: getLeadStatus(lead.status)?.color,
},
email: lead.email,
mobile_no: lead.mobile_no,
@ -415,7 +415,7 @@ function getDealRowObject(deal) {
annual_revenue: formatNumberIntoCurrency(deal.annual_revenue),
status: {
label: deal.status,
color: dealStatuses[deal.status]?.color,
color: getDealStatus(deal.status)?.color,
},
email: deal.email,
mobile_no: deal.mobile_no,

20
frontend/src/pages/Deal.vue
View File

@ -18,13 +18,11 @@
<UserAvatar class="mr-2" :user="option.email" size="sm" />
</template>
</FormControl>
<Dropdown
:options="statusDropdownOptions(deal.data, 'deal', updateField)"
>
<Dropdown :options="statusOptions('deal', updateField)">
<template #default="{ open }">
<Button :label="deal.data.status">
<template #prefix>
<IndicatorIcon :class="dealStatuses[deal.data.status].color" />
<IndicatorIcon :class="getDealStatus(deal.data.status).color" />
</template>
<template #suffix>
<FeatherIcon
@ -163,7 +161,9 @@
:image="getContactByName(contact.name).image"
size="md"
/>
<div class="truncate">{{ getContactByName(contact.name).full_name }}</div>
<div class="truncate">
{{ getContactByName(contact.name).full_name }}
</div>
<Badge
v-if="contact.is_primary"
class="ml-2"
@ -272,16 +272,11 @@ import ContactModal from '@/components/Modals/ContactModal.vue'
import Link from '@/components/Controls/Link.vue'
import Section from '@/components/Section.vue'
import SectionFields from '@/components/SectionFields.vue'
import {
dealStatuses,
statusDropdownOptions,
openWebsite,
createToast,
activeAgents,
} from '@/utils'
import { openWebsite, createToast, activeAgents } from '@/utils'
import { usersStore } from '@/stores/users'
import { contactsStore } from '@/stores/contacts'
import { organizationsStore } from '@/stores/organizations'
import { statusesStore } from '@/stores/statuses'
import {
createResource,
FeatherIcon,
@ -300,6 +295,7 @@ import { useRouter } from 'vue-router'
const { getUser } = usersStore()
const { getContactByName, contacts } = contactsStore()
const { organizations, getOrganization } = organizationsStore()
const { statusOptions, getDealStatus } = statusesStore()
const router = useRouter()
const props = defineProps({

7
frontend/src/pages/Deals.vue
View File

@ -30,7 +30,7 @@
<div class="flex items-center gap-2">
<Filter doctype="CRM Deal" />
<SortBy doctype="CRM Deal" />
<ViewSettings doctype="CRM Deal" v-model="deals"/>
<ViewSettings doctype="CRM Deal" v-model="deals" />
</div>
</div>
<DealsListView v-if="deals.data" :rows="rows" :columns="deals.data.columns" />
@ -62,11 +62,11 @@ import Filter from '@/components/Filter.vue'
import ViewSettings from '@/components/ViewSettings.vue'
import { usersStore } from '@/stores/users'
import { organizationsStore } from '@/stores/organizations'
import { statusesStore } from '@/stores/statuses'
import { useOrderBy } from '@/composables/orderby'
import { useFilter } from '@/composables/filter'
import { useDebounceFn } from '@vueuse/core'
import {
dealStatuses,
dateFormat,
dateTooltipFormat,
timeAgo,
@ -87,6 +87,7 @@ const breadcrumbs = [{ label: 'Deals', route: { name: 'Deals' } }]
const { getUser } = usersStore()
const { getOrganization } = organizationsStore()
const { getDealStatus } = statusesStore()
const { get: getOrderBy } = useOrderBy()
const { getArgs, storage } = useFilter()
@ -149,7 +150,7 @@ const rows = computed(() => {
} else if (row == 'status') {
_rows[row] = {
label: deal.status,
color: dealStatuses[deal.status]?.color,
color: getDealStatus(deal.status)?.color,
}
} else if (row == 'deal_owner') {
_rows[row] = {

16
frontend/src/pages/Lead.vue
View File

@ -18,13 +18,11 @@
<UserAvatar class="mr-2" :user="option.email" size="sm" />
</template>
</FormControl>
<Dropdown
:options="statusDropdownOptions(lead.data, 'lead', updateField)"
>
<Dropdown :options="statusOptions('lead', updateField)">
<template #default="{ open }">
<Button :label="lead.data.status">
<template #prefix>
<IndicatorIcon :class="leadStatuses[lead.data.status].color" />
<IndicatorIcon :class="getLeadStatus(lead.data.status).color" />
</template>
<template #suffix
><FeatherIcon
@ -179,16 +177,11 @@ import UserAvatar from '@/components/UserAvatar.vue'
import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
import Section from '@/components/Section.vue'
import SectionFields from '@/components/SectionFields.vue'
import {
leadStatuses,
statusDropdownOptions,
openWebsite,
createToast,
activeAgents,
} from '@/utils'
import { openWebsite, createToast, activeAgents } from '@/utils'
import { usersStore } from '@/stores/users'
import { contactsStore } from '@/stores/contacts'
import { organizationsStore } from '@/stores/organizations'
import { statusesStore } from '@/stores/statuses'
import {
createResource,
FileUploader,
@ -208,6 +201,7 @@ import { useRouter } from 'vue-router'
const { getUser } = usersStore()
const { contacts } = contactsStore()
const { organizations, getOrganization } = organizationsStore()
const { statusOptions, getLeadStatus } = statusesStore()
const router = useRouter()
const props = defineProps({

14
frontend/src/pages/Leads.vue
View File

@ -29,14 +29,10 @@
<div class="flex items-center gap-2">
<Filter doctype="CRM Lead" />
<SortBy doctype="CRM Lead" />
<ViewSettings doctype="CRM Lead" v-model="leads"/>
<ViewSettings doctype="CRM Lead" v-model="leads" />
</div>
</div>
<LeadsListView
v-if="leads.data"
:rows="rows"
:columns="leads.data.columns"
/>
<LeadsListView v-if="leads.data" :rows="rows" :columns="leads.data.columns" />
<Dialog
v-model="showNewDialog"
:options="{
@ -65,10 +61,11 @@ import Filter from '@/components/Filter.vue'
import ViewSettings from '@/components/ViewSettings.vue'
import { usersStore } from '@/stores/users'
import { organizationsStore } from '@/stores/organizations'
import { statusesStore } from '@/stores/statuses'
import { useOrderBy } from '@/composables/orderby'
import { useFilter } from '@/composables/filter'
import { useDebounceFn } from '@vueuse/core'
import { leadStatuses, dateFormat, dateTooltipFormat, timeAgo } from '@/utils'
import { dateFormat, dateTooltipFormat, timeAgo } from '@/utils'
import {
FeatherIcon,
Dialog,
@ -84,6 +81,7 @@ const breadcrumbs = [{ label: 'Leads', route: { name: 'Leads' } }]
const { getUser } = usersStore()
const { getOrganization } = organizationsStore()
const { getLeadStatus } = statusesStore()
const { get: getOrderBy } = useOrderBy()
const { getArgs, storage } = useFilter()
@ -154,7 +152,7 @@ const rows = computed(() => {
} else if (row == 'status') {
_rows[row] = {
label: lead.status,
color: leadStatuses[lead.status]?.color,
color: getLeadStatus(lead.status)?.color,
}
} else if (row == 'lead_owner') {
_rows[row] = {

10
frontend/src/pages/Organization.vue
View File

@ -248,16 +248,15 @@ import CameraIcon from '@/components/Icons/CameraIcon.vue'
import LeadsIcon from '@/components/Icons/LeadsIcon.vue'
import DealsIcon from '@/components/Icons/DealsIcon.vue'
import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
import { usersStore } from '@/stores/users'
import { organizationsStore } from '@/stores/organizations.js'
import { statusesStore } from '@/stores/statuses'
import {
dateFormat,
dateTooltipFormat,
timeAgo,
leadStatuses,
dealStatuses,
formatNumberIntoCurrency,
} from '@/utils'
import { usersStore } from '@/stores/users'
import { h, computed, ref } from 'vue'
const props = defineProps({
@ -268,6 +267,7 @@ const props = defineProps({
})
const { organizations, getOrganization } = organizationsStore()
const { getLeadStatus, getDealStatus } = statusesStore()
const showOrganizationModal = ref(false)
const detailMode = ref(false)
@ -454,7 +454,7 @@ function getLeadRowObject(lead) {
},
status: {
label: lead.status,
color: leadStatuses[lead.status]?.color,
color: getLeadStatus(lead.status)?.color,
},
email: lead.email,
mobile_no: lead.mobile_no,
@ -479,7 +479,7 @@ function getDealRowObject(deal) {
annual_revenue: formatNumberIntoCurrency(deal.annual_revenue),
status: {
label: deal.status,
color: dealStatuses[deal.status]?.color,
color: getDealStatus(deal.status)?.color,
},
email: deal.email,
mobile_no: deal.mobile_no,

79
frontend/src/stores/statuses.js Normal file
View File

@ -0,0 +1,79 @@
import { defineStore } from 'pinia'
import { createListResource } from 'frappe-ui'
import { reactive, h } from 'vue'
import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
export const statusesStore = defineStore('crm-statuses', () => {
let leadStatusesByName = reactive({})
let dealStatusesByName = reactive({})
const leadStatuses = createListResource({
doctype: 'CRM Lead Status',
fields: ['name', 'color', 'position'],
orderBy: 'position asc',
cache: 'lead-statuses',
initialData: [],
auto: true,
transform(statuses) {
for (let status of statuses) {
status.color =
status.color == 'black'
? '!text-gray-900'
: `!text-${status.color}-600`
leadStatusesByName[status.name] = status
}
return statuses
},
})
const dealStatuses = createListResource({
doctype: 'CRM Deal Status',
fields: ['name', 'color', 'position'],
orderBy: 'position asc',
cache: 'deal-statuses',
initialData: [],
auto: true,
transform(statuses) {
for (let status of statuses) {
status.color =
status.color == 'black'
? '!text-gray-900'
: `!text-${status.color}-600`
dealStatusesByName[status.name] = status
}
return statuses
},
})
function getLeadStatus(name) {
return leadStatusesByName[name]
}
function getDealStatus(name) {
return dealStatusesByName[name]
}
function statusOptions(doctype, action) {
let statusesByName =
doctype == 'deal' ? dealStatusesByName : leadStatusesByName
let options = []
for (const status in statusesByName) {
options.push({
label: statusesByName[status].name,
icon: () => h(IndicatorIcon, { class: statusesByName[status].color }),
onClick: () => {
action && action('status', statusesByName[status].name)
},
})
}
return options
}
return {
leadStatuses,
dealStatuses,
getLeadStatus,
getDealStatus,
statusOptions,
}
})

62
frontend/src/utils/index.js
View File

@ -1,4 +1,3 @@
import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
import TaskStatusIcon from '@/components/Icons/TaskStatusIcon.vue'
import TaskPriorityIcon from '@/components/Icons/TaskPriorityIcon.vue'
import { usersStore } from '@/stores/users'
@ -24,67 +23,6 @@ export function timeAgo(date) {
export const dateTooltipFormat = 'ddd, MMM D, YYYY h:mm A'
export const leadStatuses = {
Open: { label: 'Open', color: '!text-gray-600' },
Contacted: {
label: 'Contacted',
color: '!text-orange-600',
},
Nurture: {
label: 'Nurture',
color: '!text-blue-600',
},
Qualified: {
label: 'Qualified',
color: '!text-green-600',
},
Unqualified: {
label: 'Unqualified',
color: '!text-red-600',
},
Junk: { label: 'Junk', color: '!text-purple-600' },
}
export const dealStatuses = {
Qualification: {
label: 'Qualification',
color: '!text-gray-600',
},
'Demo/Making': {
label: 'Demo/Making',
color: '!text-orange-600',
},
'Proposal/Quotation': {
label: 'Proposal/Quotation',
color: '!text-blue-600',
},
Negotiation: {
label: 'Negotiation',
color: '!text-yellow-600',
},
'Ready to Close': {
label: 'Ready to Close',
color: '!text-purple-600',
},
Won: { label: 'Won', color: '!text-green-600' },
Lost: { label: 'Lost', color: '!text-red-600' },
}
export function statusDropdownOptions(data, doctype, action) {
let statuses = doctype == 'deal' ? dealStatuses : leadStatuses
let options = []
for (const status in statuses) {
options.push({
label: statuses[status].label,
icon: () => h(IndicatorIcon, { class: statuses[status].color }),
onClick: () => {
action && action('status', statuses[status].label)
},
})
}
return options
}
export function taskStatusOptions(action, data) {
return ['Backlog', 'Todo', 'In Progress', 'Done', 'Canceled'].map(
(status) => {