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feat: load custom fields in deal page

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This commit is contained in:
Shariq Ansari 2023-11-22 13:30:09 +05:30
parent 037b468e00
commit e9cbc60675
2 changed files with 76 additions and 89 deletions
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43
crm/fcrm/doctype/crm_deal/crm_deal.json
View File

@ -6,23 +6,24 @@
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"naming_series",
"organization_tab",
"organization",
"website",
"annual_revenue",
"column_break_afce",
"deal_owner",
"close_date",
"status",
"probability",
"next_step",
"section_break_eepu",
"lead",
"column_break_bqvs",
"contacts_tab",
"email",
"mobile_no",
"contacts"
"contacts",
"others_tab",
"naming_series",
"status",
"deal_owner",
"section_break_eepu",
"lead",
"column_break_bqvs"
],
"fields": [
{
@ -40,18 +41,16 @@
"fetch_from": "organization.annual_revenue",
"fieldname": "annual_revenue",
"fieldtype": "Int",
"label": "Annual Revenue"
},
{
"fieldname": "column_break_afce",
"fieldtype": "Column Break"
"label": "Amount",
"read_only": 1
},
{
"fetch_from": "organization.website",
"fieldname": "website",
"fieldtype": "Data",
"label": "Website",
"options": "URL"
"options": "URL",
"read_only": 1
},
{
"fieldname": "close_date",
@ -92,7 +91,8 @@
{
"fieldname": "contacts_tab",
"fieldtype": "Tab Break",
"label": "Contacts"
"label": "Contacts",
"read_only": 1
},
{
"fieldname": "email",
@ -121,11 +121,22 @@
"fieldtype": "Table",
"label": "Contacts",
"options": "CRM Contacts"
},
{
"fieldname": "others_tab",
"fieldtype": "Tab Break",
"label": "Others",
"read_only": 1
},
{
"fieldname": "organization_tab",
"fieldtype": "Tab Break",
"label": "Organization"
}
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-09 19:58:15.620483",
"modified": "2023-11-22 13:26:52.401192",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Deal",

122
frontend/src/pages/Deal.vue
View File

@ -96,10 +96,10 @@
<div class="flex flex-1 flex-col justify-between overflow-hidden">
<div class="flex flex-col overflow-y-auto">
<div
v-for="(section, i) in detailSections"
v-for="(section, i) in detailSections.data"
:key="section.label"
class="flex flex-col p-3"
:class="{ 'border-b': i !== detailSections.length - 1 }"
:class="{ 'border-b': i !== detailSections.data.length - 1 }"
>
<Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
<div class="flex items-center justify-between">
@ -191,13 +191,14 @@
</Tooltip>
<FormControl
v-else
class="form-control"
type="text"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control"
:placeholder="field.placeholder"
/>
</div>
<ExternalLinkIcon
@ -474,78 +475,53 @@ const tabs = [
},
]
const detailSections = computed(() => {
return [
{
label: 'Organization',
opened: true,
fields: [
{
label: 'Organization',
type: 'link',
name: 'organization',
placeholder: 'Select organization',
doctype: 'CRM Organization',
change: (data) => updateField('organization', data),
create: (value, close) => {
_organization.value.organization_name = value
showOrganizationModal.value = true
close()
},
link: () => {
router.push({
name: 'Organization',
params: { organizationId: organization.value.name },
})
},
},
{
label: 'Website',
type: 'read_only',
name: 'website',
value: organization.value?.website,
tooltip:
'It is a read only field, value is fetched from organization',
},
{
label: 'Amount',
type: 'read_only',
name: 'annual_revenue',
value: organization.value?.annual_revenue,
tooltip:
'It is a read only field, value is fetched from organization',
},
{
label: 'Close date',
type: 'date',
name: 'close_date',
},
{
label: 'Probability',
type: 'data',
name: 'probability',
},
{
label: 'Next step',
type: 'data',
name: 'next_step',
},
],
},
{
label: 'Contacts',
opened: true,
contacts: deal.data.contacts.map((contact) => {
return {
name: contact.contact,
is_primary: contact.is_primary,
opened: false,
}
}),
},
]
const detailSections = createResource({
url: 'crm.api.doc.get_doctype_fields',
params: { doctype: 'CRM Deal' },
cache: 'dealFields',
auto: true,
transform: (data) => {
return getParsedFields(data)
},
})
function getParsedFields(sections) {
sections.forEach((section) => {
section.fields.forEach((field) => {
if (['website', 'annual_revenue'].includes(field.name)) {
field.value = organization.value?.[field.name]
field.tooltip =
'This field is read-only and is fetched from the organization'
} else if (field.name == 'organization') {
field.create = (value, close) => {
_organization.value.organization_name = value
showOrganizationModal.value = true
close()
}
field.link = () =>
router.push({
name: 'Organization',
params: { organizationId: deal.data.organization },
})
}
})
})
let contactSection = {
label: 'Contacts',
opened: true,
contacts: deal.data.contacts.map((contact) => {
return {
name: contact.contact,
is_primary: contact.is_primary,
opened: false,
}
}),
}
return [...sections, contactSection]
}
const showContactModal = ref(false)
const _contact = ref({})