754 lines
21 KiB
Vue
754 lines
21 KiB
Vue
<template>
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<LayoutHeader v-if="deal.data">
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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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<Icon v-if="item.icon" :icon="item.icon" class="mr-2 h-4" />
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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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<CustomActions
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v-if="deal.data._customActions?.length"
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:actions="deal.data._customActions"
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/>
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<AssignTo
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v-model="deal.data._assignedTo"
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:data="deal.data"
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doctype="CRM Deal"
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/>
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<Dropdown
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:options="statusOptions('deal', updateField, deal.data._customStatuses)"
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>
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<template #default="{ open }">
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<Button :label="deal.data.status">
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<template #prefix>
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<IndicatorIcon :class="getDealStatus(deal.data.status).color" />
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</template>
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<template #suffix>
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<FeatherIcon
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:name="open ? 'chevron-up' : 'chevron-down'"
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class="h-4"
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/>
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</template>
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</Button>
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</template>
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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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<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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:tabs="tabs"
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v-model:reload="reload"
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v-model:tabIndex="tabIndex"
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v-model="deal"
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/>
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</template>
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</Tabs>
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<Resizer side="right" class="flex flex-col justify-between border-l">
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<div
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class="flex h-10.5 cursor-copy items-center border-b px-5 py-2.5 text-lg font-medium text-ink-gray-9"
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@click="copyToClipboard(deal.data.name)"
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>
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{{ __(deal.data.name) }}
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</div>
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<div class="flex items-center justify-start gap-5 border-b p-5">
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<Tooltip :text="__('Organization logo')">
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<div class="group relative size-12">
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<Avatar
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size="3xl"
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class="size-12"
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:label="title"
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:image="organization.data?.organization_logo"
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/>
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</div>
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</Tooltip>
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<div class="flex flex-col gap-2.5 truncate text-ink-gray-9">
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<Tooltip :text="organization.data?.name || __('Set an organization')">
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<div class="truncate text-2xl font-medium">
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{{ title }}
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</div>
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</Tooltip>
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<div class="flex gap-1.5">
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<Tooltip v-if="callEnabled" :text="__('Make a call')">
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<div>
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<Button class="h-7 w-7" @click="triggerCall">
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<PhoneIcon class="h-4 w-4" />
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</Button>
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</div>
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</Tooltip>
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<Tooltip :text="__('Send an email')">
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<div>
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<Button class="h-7 w-7">
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<Email2Icon
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class="h-4 w-4"
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@click="
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deal.data.email
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? openEmailBox()
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: _errorMessage(__('No email set'))
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"
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/>
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</Button>
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</div>
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</Tooltip>
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<Tooltip :text="__('Go to website')">
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<div>
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<Button class="h-7 w-7">
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<LinkIcon
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class="h-4 w-4"
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@click="
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deal.data.website
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? openWebsite(deal.data.website)
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: _errorMessage(__('No website set'))
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"
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/>
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</Button>
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</div>
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</Tooltip>
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<Tooltip :text="__('Attach a file')">
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<div>
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<Button class="size-7" @click="showFilesUploader = true">
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<AttachmentIcon class="size-4" />
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</Button>
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</div>
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</Tooltip>
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</div>
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</div>
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</div>
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<SLASection
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v-if="deal.data.sla_status"
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v-model="deal.data"
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@updateField="updateField"
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/>
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<div
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v-if="sections.data"
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class="flex flex-1 flex-col justify-between overflow-hidden"
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>
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<SidePanelLayout
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v-model="deal.data"
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:sections="sections.data"
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:addContact="addContact"
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doctype="CRM Deal"
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@update="updateField"
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@reload="sections.reload"
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>
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<template #actions="{ section }">
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<div v-if="section.name == 'contacts_section'" class="pr-2">
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<Link
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value=""
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doctype="Contact"
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@change="(e) => addContact(e)"
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:onCreate="
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(value, close) => {
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_contact = {
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first_name: value,
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company_name: deal.data.organization,
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}
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showContactModal = true
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close()
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}
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"
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>
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<template #target="{ togglePopover }">
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<Button
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class="h-7 px-3"
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variant="ghost"
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icon="plus"
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@click="togglePopover()"
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/>
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</template>
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</Link>
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</div>
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</template>
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<template #default="{ section }">
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<div
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v-if="section.name == 'contacts_section'"
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class="contacts-area"
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>
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<div
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v-if="dealContacts?.loading && dealContacts?.data?.length == 0"
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class="flex min-h-20 flex-1 items-center justify-center gap-3 text-base text-ink-gray-4"
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>
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<LoadingIndicator class="h-4 w-4" />
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<span>{{ __('Loading...') }}</span>
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</div>
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<div
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v-else-if="dealContacts?.data?.length"
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v-for="(contact, i) in dealContacts.data"
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:key="contact.name"
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>
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<div class="px-2 pb-2.5" :class="[i == 0 ? 'pt-5' : 'pt-2.5']">
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<Section :opened="contact.opened">
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<template #header="{ opened, toggle }">
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<div
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class="flex cursor-pointer items-center justify-between gap-2 pr-1 text-base leading-5 text-ink-gray-7"
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>
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<div
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class="flex h-7 items-center gap-2 truncate"
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@click="toggle()"
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>
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<Avatar
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:label="contact.full_name"
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:image="contact.image"
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size="md"
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/>
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<div class="truncate">
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{{ contact.full_name }}
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</div>
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<Badge
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v-if="contact.is_primary"
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class="ml-2"
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variant="outline"
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:label="__('Primary')"
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theme="green"
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/>
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</div>
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<div class="flex items-center">
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<Dropdown :options="contactOptions(contact)">
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<Button
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icon="more-horizontal"
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class="text-ink-gray-5"
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variant="ghost"
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/>
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</Dropdown>
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<Button
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variant="ghost"
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@click="
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router.push({
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name: 'Contact',
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params: { contactId: contact.name },
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})
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"
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>
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<ArrowUpRightIcon class="h-4 w-4" />
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</Button>
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<Button variant="ghost" @click="toggle()">
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<FeatherIcon
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name="chevron-right"
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class="h-4 w-4 text-ink-gray-9 transition-all duration-300 ease-in-out"
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:class="{ 'rotate-90': opened }"
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/>
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</Button>
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</div>
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</div>
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</template>
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<div
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class="flex flex-col gap-1.5 text-base text-ink-gray-8"
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>
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<div class="flex items-center gap-3 pb-1.5 pl-1 pt-4">
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<Email2Icon class="h-4 w-4" />
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{{ contact.email }}
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</div>
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<div class="flex items-center gap-3 p-1 py-1.5">
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<PhoneIcon class="h-4 w-4" />
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{{ contact.mobile_no }}
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</div>
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</div>
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</Section>
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</div>
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<div
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v-if="i != dealContacts.data.length - 1"
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class="mx-2 h-px border-t border-outline-gray-modals"
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/>
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</div>
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<div
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v-else
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class="flex h-20 items-center justify-center text-base text-ink-gray-5"
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>
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{{ __('No contacts added') }}
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</div>
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</div>
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</template>
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</SidePanelLayout>
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</div>
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</Resizer>
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</div>
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<ErrorPage v-else :errorTitle="errorTitle" :errorMessage="errorMessage" />
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<OrganizationModal
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v-model="showOrganizationModal"
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v-model:organization="_organization"
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:options="{
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redirect: false,
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afterInsert: (doc) => updateField('organization', doc.name),
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}"
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/>
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<ContactModal
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v-model="showContactModal"
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:contact="_contact"
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:options="{
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redirect: false,
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afterInsert: (doc) => addContact(doc.name),
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}"
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/>
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<FilesUploader
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v-if="deal.data?.name"
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v-model="showFilesUploader"
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doctype="CRM Deal"
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:docname="deal.data.name"
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@after="
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() => {
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activities?.all_activities?.reload()
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changeTabTo('attachments')
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}
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"
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/>
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</template>
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<script setup>
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import ErrorPage from '@/components/ErrorPage.vue'
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import Icon from '@/components/Icon.vue'
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import Resizer from '@/components/Resizer.vue'
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import LoadingIndicator from '@/components/Icons/LoadingIndicator.vue'
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import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
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import EmailIcon from '@/components/Icons/EmailIcon.vue'
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import Email2Icon from '@/components/Icons/Email2Icon.vue'
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import CommentIcon from '@/components/Icons/CommentIcon.vue'
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import DetailsIcon from '@/components/Icons/DetailsIcon.vue'
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import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
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import TaskIcon from '@/components/Icons/TaskIcon.vue'
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import NoteIcon from '@/components/Icons/NoteIcon.vue'
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import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
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import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import LinkIcon from '@/components/Icons/LinkIcon.vue'
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import ArrowUpRightIcon from '@/components/Icons/ArrowUpRightIcon.vue'
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import SuccessIcon from '@/components/Icons/SuccessIcon.vue'
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import AttachmentIcon from '@/components/Icons/AttachmentIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Activities from '@/components/Activities/Activities.vue'
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import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
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import AssignTo from '@/components/AssignTo.vue'
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import FilesUploader from '@/components/FilesUploader/FilesUploader.vue'
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import ContactModal from '@/components/Modals/ContactModal.vue'
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import Link from '@/components/Controls/Link.vue'
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import Section from '@/components/Section.vue'
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import SidePanelLayout from '@/components/SidePanelLayout.vue'
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import SLASection from '@/components/SLASection.vue'
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import CustomActions from '@/components/CustomActions.vue'
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import {
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openWebsite,
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createToast,
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setupAssignees,
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setupCustomizations,
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errorMessage as _errorMessage,
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copyToClipboard,
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} from '@/utils'
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import { getView } from '@/utils/view'
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import { getSettings } from '@/stores/settings'
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import { globalStore } from '@/stores/global'
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import { statusesStore } from '@/stores/statuses'
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import { getMeta } from '@/stores/meta'
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import { whatsappEnabled, callEnabled } from '@/composables/settings'
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import {
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createResource,
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Dropdown,
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Tooltip,
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Avatar,
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Tabs,
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Breadcrumbs,
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call,
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usePageMeta,
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} from 'frappe-ui'
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import { useOnboarding } from 'frappe-ui/frappe'
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import { ref, computed, h, onMounted, onBeforeUnmount } from 'vue'
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import { useRoute, useRouter } from 'vue-router'
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import { useActiveTabManager } from '@/composables/useActiveTabManager'
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const { brand } = getSettings()
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const { $dialog, $socket, makeCall } = globalStore()
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const { statusOptions, getDealStatus } = statusesStore()
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const { doctypeMeta } = getMeta('CRM Deal')
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const { updateOnboardingStep, isOnboardingStepsCompleted } =
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useOnboarding('frappecrm')
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const route = useRoute()
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const router = useRouter()
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const props = defineProps({
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dealId: {
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type: String,
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required: true,
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},
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})
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const errorTitle = ref('')
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const errorMessage = ref('')
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const deal = createResource({
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url: 'crm.fcrm.doctype.crm_deal.api.get_deal',
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params: { name: props.dealId },
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cache: ['deal', props.dealId],
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onSuccess: (data) => {
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errorTitle.value = ''
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errorMessage.value = ''
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if (data.organization) {
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organization.update({
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params: { doctype: 'CRM Organization', name: data.organization },
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})
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organization.fetch()
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}
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setupAssignees(deal)
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setupCustomizations(deal, {
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doc: data,
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$dialog,
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$socket,
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router,
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updateField,
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createToast,
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deleteDoc: deleteDeal,
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resource: {
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deal,
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dealContacts,
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sections,
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},
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call,
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})
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},
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onError: (err) => {
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if (err.messages?.[0]) {
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errorTitle.value = __('Not permitted')
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errorMessage.value = __(err.messages?.[0])
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} else {
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router.push({ name: 'Deals' })
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}
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},
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})
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const organization = createResource({
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url: 'frappe.client.get',
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onSuccess: (data) => (deal.data._organizationObj = data),
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})
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onMounted(() => {
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$socket.on('crm_customer_created', () => {
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createToast({
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title: __('Customer created successfully'),
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icon: 'check',
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iconClasses: 'text-ink-green-3',
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})
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})
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if (deal.data) {
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organization.data = deal.data._organizationObj
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return
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}
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deal.fetch()
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})
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onBeforeUnmount(() => {
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$socket.off('crm_customer_created')
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})
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const reload = ref(false)
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const showOrganizationModal = ref(false)
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const showFilesUploader = ref(false)
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const _organization = ref({})
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function updateDeal(fieldname, value, callback) {
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value = Array.isArray(fieldname) ? '' : value
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if (validateRequired(fieldname, value)) return
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createResource({
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url: 'frappe.client.set_value',
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params: {
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doctype: 'CRM Deal',
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name: props.dealId,
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fieldname,
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value,
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},
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auto: true,
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onSuccess: () => {
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deal.reload()
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reload.value = true
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createToast({
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title: __('Deal updated'),
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icon: 'check',
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iconClasses: 'text-ink-green-3',
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})
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callback?.()
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},
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onError: (err) => {
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createToast({
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title: __('Error updating deal'),
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text: __(err.messages?.[0]),
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icon: 'x',
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iconClasses: 'text-ink-red-4',
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})
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},
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})
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}
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function validateRequired(fieldname, value) {
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let meta = deal.data.fields_meta || {}
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if (meta[fieldname]?.reqd && !value) {
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createToast({
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title: __('Error Updating Deal'),
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text: __('{0} is a required field', [meta[fieldname].label]),
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icon: 'x',
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iconClasses: 'text-ink-red-4',
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})
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return true
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}
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return false
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}
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const breadcrumbs = computed(() => {
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let items = [{ label: __('Deals'), route: { name: 'Deals' } }]
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if (route.query.view || route.query.viewType) {
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let view = getView(route.query.view, route.query.viewType, 'CRM Deal')
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if (view) {
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items.push({
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label: __(view.label),
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icon: view.icon,
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route: {
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name: 'Deals',
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params: { viewType: route.query.viewType },
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query: { view: route.query.view },
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},
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})
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}
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}
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items.push({
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label: title.value,
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route: { name: 'Deal', params: { dealId: deal.data.name } },
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})
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return items
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})
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const title = computed(() => {
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let t = doctypeMeta['CRM Deal']?.title_field || 'name'
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return deal.data?.[t] || props.dealId
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})
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usePageMeta(() => {
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return {
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title: title.value,
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icon: brand.favicon,
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}
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})
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const tabs = computed(() => {
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let tabOptions = [
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{
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name: 'Activity',
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label: __('Activity'),
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icon: ActivityIcon,
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},
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{
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name: 'Emails',
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label: __('Emails'),
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icon: EmailIcon,
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},
|
|
{
|
|
name: 'Comments',
|
|
label: __('Comments'),
|
|
icon: CommentIcon,
|
|
},
|
|
{
|
|
name: 'Data',
|
|
label: __('Data'),
|
|
icon: DetailsIcon,
|
|
},
|
|
{
|
|
name: 'Calls',
|
|
label: __('Calls'),
|
|
icon: PhoneIcon,
|
|
},
|
|
{
|
|
name: 'Tasks',
|
|
label: __('Tasks'),
|
|
icon: TaskIcon,
|
|
},
|
|
{
|
|
name: 'Notes',
|
|
label: __('Notes'),
|
|
icon: NoteIcon,
|
|
},
|
|
{
|
|
name: 'Attachments',
|
|
label: __('Attachments'),
|
|
icon: AttachmentIcon,
|
|
},
|
|
{
|
|
name: 'WhatsApp',
|
|
label: __('WhatsApp'),
|
|
icon: WhatsAppIcon,
|
|
condition: () => whatsappEnabled.value,
|
|
},
|
|
]
|
|
return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
|
|
})
|
|
const { tabIndex } = useActiveTabManager(tabs, 'lastDealTab')
|
|
|
|
const sections = createResource({
|
|
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
|
|
cache: ['sidePanelSections', 'CRM Deal'],
|
|
params: { doctype: 'CRM Deal' },
|
|
transform: (data) => getParsedSections(data),
|
|
})
|
|
|
|
if (!sections.data) sections.fetch()
|
|
|
|
function getParsedSections(_sections) {
|
|
_sections.forEach((section) => {
|
|
if (section.name == 'contacts_section') return
|
|
section.columns[0].fields.forEach((field) => {
|
|
if (field.fieldname == 'organization') {
|
|
field.create = (value, close) => {
|
|
_organization.value.organization_name = value
|
|
showOrganizationModal.value = true
|
|
close()
|
|
}
|
|
field.link = (org) =>
|
|
router.push({
|
|
name: 'Organization',
|
|
params: { organizationId: org },
|
|
})
|
|
}
|
|
})
|
|
})
|
|
return _sections
|
|
}
|
|
|
|
const showContactModal = ref(false)
|
|
const _contact = ref({})
|
|
|
|
function contactOptions(contact) {
|
|
let options = [
|
|
{
|
|
label: __('Remove'),
|
|
icon: 'trash-2',
|
|
onClick: () => removeContact(contact.name),
|
|
},
|
|
]
|
|
|
|
if (!contact.is_primary) {
|
|
options.push({
|
|
label: __('Set as Primary Contact'),
|
|
icon: h(SuccessIcon, { class: 'h-4 w-4' }),
|
|
onClick: () => setPrimaryContact(contact.name),
|
|
})
|
|
}
|
|
|
|
return options
|
|
}
|
|
|
|
async function addContact(contact) {
|
|
if (dealContacts.data?.find((c) => c.name === contact)) {
|
|
createToast({
|
|
title: __('Contact already added'),
|
|
icon: 'x',
|
|
iconClasses: 'text-ink-red-3',
|
|
})
|
|
return
|
|
}
|
|
|
|
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.add_contact', {
|
|
deal: props.dealId,
|
|
contact,
|
|
})
|
|
if (d) {
|
|
dealContacts.reload()
|
|
createToast({
|
|
title: __('Contact added'),
|
|
icon: 'check',
|
|
iconClasses: 'text-ink-green-3',
|
|
})
|
|
}
|
|
}
|
|
|
|
async function removeContact(contact) {
|
|
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.remove_contact', {
|
|
deal: props.dealId,
|
|
contact,
|
|
})
|
|
if (d) {
|
|
dealContacts.reload()
|
|
createToast({
|
|
title: __('Contact removed'),
|
|
icon: 'check',
|
|
iconClasses: 'text-ink-green-3',
|
|
})
|
|
}
|
|
}
|
|
|
|
async function setPrimaryContact(contact) {
|
|
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.set_primary_contact', {
|
|
deal: props.dealId,
|
|
contact,
|
|
})
|
|
if (d) {
|
|
dealContacts.reload()
|
|
createToast({
|
|
title: __('Primary contact set'),
|
|
icon: 'check',
|
|
iconClasses: 'text-ink-green-3',
|
|
})
|
|
}
|
|
}
|
|
|
|
const dealContacts = createResource({
|
|
url: 'crm.fcrm.doctype.crm_deal.api.get_deal_contacts',
|
|
params: { name: props.dealId },
|
|
cache: ['deal_contacts', props.dealId],
|
|
transform: (data) => {
|
|
data.forEach((contact) => {
|
|
contact.opened = false
|
|
})
|
|
return data
|
|
},
|
|
})
|
|
|
|
if (!dealContacts.data) dealContacts.fetch()
|
|
|
|
function triggerCall() {
|
|
let primaryContact = dealContacts.data?.find((c) => c.is_primary)
|
|
let mobile_no = primaryContact.mobile_no || null
|
|
|
|
if (!primaryContact) {
|
|
_errorMessage(__('No primary contact set'))
|
|
return
|
|
}
|
|
|
|
if (!mobile_no) {
|
|
_errorMessage(__('No mobile number set'))
|
|
return
|
|
}
|
|
|
|
makeCall(mobile_no)
|
|
}
|
|
|
|
function updateField(name, value, callback) {
|
|
if (name == 'status' && !isOnboardingStepsCompleted.value) {
|
|
updateOnboardingStep('change_deal_status')
|
|
}
|
|
|
|
updateDeal(name, value, () => {
|
|
deal.data[name] = value
|
|
callback?.()
|
|
})
|
|
}
|
|
|
|
async function deleteDeal(name) {
|
|
await call('frappe.client.delete', {
|
|
doctype: 'CRM Deal',
|
|
name,
|
|
})
|
|
router.push({ name: 'Deals' })
|
|
}
|
|
|
|
const activities = ref(null)
|
|
|
|
function openEmailBox() {
|
|
activities.value.emailBox.show = true
|
|
}
|
|
</script>
|