662 lines
19 KiB
Vue
662 lines
19 KiB
Vue
<template>
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<LayoutHeader>
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<header
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class="relative flex h-10.5 items-center justify-between gap-2 py-2.5 pl-2"
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>
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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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<div class="absolute right-0">
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<Dropdown
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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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: 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 v-if="doc.status" :label="doc.status">
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<template #prefix>
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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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: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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</div>
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</header>
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</LayoutHeader>
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<div
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v-if="doc.name"
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class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
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>
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<AssignTo v-model="assignees.data" doctype="CRM Deal" :docname="dealId" />
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<div class="flex items-center gap-2">
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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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<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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</div>
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</div>
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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" class="overflow-auto">
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<TabList class="!px-3" />
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<TabPanel v-slot="{ tab }">
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<div v-if="tab.name == 'Details'">
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<SLASection
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v-if="doc.sla_status"
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v-model="doc"
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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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:sections="sections.data"
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doctype="CRM Deal"
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:docname="dealId"
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@reload="sections.reload"
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@beforeFieldChange="beforeStatusChange"
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@afterFieldChange="reloadAssignees"
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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: doc.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="
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dealContacts?.loading && dealContacts?.data?.length == 0
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"
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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="section.contacts.length"
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v-for="(contact, i) in section.contacts"
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:key="contact.name"
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>
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<div
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class="px-2 pb-2.5"
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:class="[i == 0 ? 'pt-5' : 'pt-2.5']"
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>
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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.name)">
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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 != section.contacts.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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</div>
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<Activities
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v-else
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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"
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v-model:tabIndex="tabIndex"
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@beforeSave="beforeStatusChange"
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@afterSave="reloadAssignees"
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/>
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</TabPanel>
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</Tabs>
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</div>
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<ErrorPage
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v-else-if="errorTitle"
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:errorTitle="errorTitle"
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:errorMessage="errorMessage"
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/>
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<OrganizationModal
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v-if="showOrganizationModal"
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v-model="showOrganizationModal"
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:data="_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-if="showContactModal"
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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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<DeleteLinkedDocModal
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v-if="showDeleteLinkedDocModal"
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v-model="showDeleteLinkedDocModal"
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:doctype="'CRM Deal'"
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:docname="dealId"
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name="Deals"
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/>
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<LostReasonModal
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v-if="showLostReasonModal"
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v-model="showLostReasonModal"
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:deal="document"
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/>
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</template>
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<script setup>
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import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
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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 DetailsIcon from '@/components/Icons/DetailsIcon.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 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 AttachmentIcon from '@/components/Icons/AttachmentIcon.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 ArrowUpRightIcon from '@/components/Icons/ArrowUpRightIcon.vue'
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import SuccessIcon from '@/components/Icons/SuccessIcon.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 LostReasonModal from '@/components/Modals/LostReasonModal.vue'
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import AssignTo from '@/components/AssignTo.vue'
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import ContactModal from '@/components/Modals/ContactModal.vue'
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import Section from '@/components/Section.vue'
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import Link from '@/components/Controls/Link.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 { setupCustomizations } 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 { useDocument } from '@/data/document'
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import {
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whatsappEnabled,
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callEnabled,
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isMobileView,
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} from '@/composables/settings'
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import { useActiveTabManager } from '@/composables/useActiveTabManager'
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import {
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createResource,
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Dropdown,
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Avatar,
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Tabs,
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TabList,
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TabPanel,
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Breadcrumbs,
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call,
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usePageMeta,
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toast,
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} from 'frappe-ui'
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import { ref, computed, h, watch } from 'vue'
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import { useRoute, useRouter } from 'vue-router'
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const { brand } = getSettings()
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const { $dialog, $socket } = globalStore()
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const { statusOptions, getDealStatus } = statusesStore()
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const { doctypeMeta } = getMeta('CRM Deal')
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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 showDeleteLinkedDocModal = ref(false)
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const { triggerOnChange, assignees, document, scripts, error } = useDocument(
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'CRM Deal',
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props.dealId,
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)
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const doc = computed(() => document.doc || {})
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watch(error, (err) => {
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if (err) {
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errorTitle.value = __(
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err.exc_type == 'DoesNotExistError'
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? 'Document not found'
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: 'Error occurred',
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)
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errorMessage.value = __(err.messages?.[0] || 'An error occurred')
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} else {
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errorTitle.value = ''
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errorMessage.value = ''
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}
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})
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watch(
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() => document.doc,
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async (_doc) => {
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if (scripts.data?.length) {
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let s = await setupCustomizations(scripts.data, {
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doc: _doc,
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$dialog,
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$socket,
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router,
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toast,
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updateField,
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createToast: toast.create,
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deleteDoc: deleteDeal,
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call,
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})
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document._actions = s.actions || []
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document._statuses = s.statuses || []
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}
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},
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{ once: true },
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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 _organization = ref({})
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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: props.dealId } },
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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 doc.value?.[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: 'Details',
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label: __('Details'),
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icon: DetailsIcon,
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condition: () => isMobileView.value,
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},
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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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},
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{
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name: 'Comments',
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label: __('Comments'),
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icon: CommentIcon,
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},
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{
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name: 'Data',
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label: __('Data'),
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icon: DetailsIcon,
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},
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{
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name: 'Calls',
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label: __('Calls'),
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icon: PhoneIcon,
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condition: () => callEnabled.value,
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},
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{
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name: 'Tasks',
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label: __('Tasks'),
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icon: TaskIcon,
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},
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{
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name: 'Notes',
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label: __('Notes'),
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icon: NoteIcon,
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},
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{
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name: 'Attachments',
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label: __('Attachments'),
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icon: AttachmentIcon,
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},
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{
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name: 'WhatsApp',
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label: __('WhatsApp'),
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icon: WhatsAppIcon,
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condition: () => whatsappEnabled.value,
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},
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]
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return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
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})
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const { tabIndex } = useActiveTabManager(tabs, 'lastDealTab')
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const sections = createResource({
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url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
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cache: ['sidePanelSections', 'CRM Deal'],
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params: { doctype: 'CRM Deal' },
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auto: true,
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transform: (data) => getParsedFields(data),
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})
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function getParsedFields(sections) {
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sections.forEach((section) => {
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if (section.name == 'contacts_section') return
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section.columns[0].fields.forEach((field) => {
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if (field.name == 'organization') {
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field.create = (value, close) => {
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_organization.value.organization_name = value
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showOrganizationModal.value = true
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close()
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}
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field.link = (org) =>
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router.push({
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name: 'Organization',
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params: { organizationId: org },
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})
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}
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})
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})
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return sections
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}
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const showContactModal = ref(false)
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const _contact = ref({})
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function contactOptions(contact) {
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let options = [
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{
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label: __('Delete'),
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icon: 'trash-2',
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onClick: () => removeContact(contact),
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},
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]
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if (!contact.is_primary) {
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options.push({
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label: __('Set as Primary Contact'),
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icon: h(SuccessIcon, { class: 'h-4 w-4' }),
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onClick: () => setPrimaryContact(contact.name),
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})
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}
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return options
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}
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async function addContact(contact) {
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if (dealContacts.data?.find((c) => c.name === contact)) {
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toast.error(__('Contact already added'))
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return
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}
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let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.add_contact', {
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deal: props.dealId,
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contact,
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})
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if (d) {
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dealContacts.reload()
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toast.success(__('Contact added'))
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}
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}
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async function removeContact(contact) {
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let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.remove_contact', {
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deal: props.dealId,
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contact,
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})
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if (d) {
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dealContacts.reload()
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toast.success(__('Contact removed'))
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}
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}
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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()
|
|
toast.success(__('Primary contact set'))
|
|
}
|
|
}
|
|
|
|
const dealContacts = createResource({
|
|
url: 'crm.fcrm.doctype.crm_deal.api.get_deal_contacts',
|
|
params: { name: props.dealId },
|
|
cache: ['deal_contacts', props.dealId],
|
|
auto: true,
|
|
onSuccess: (data) => {
|
|
let contactSection = sections.data?.find(
|
|
(section) => section.name == 'contacts_section',
|
|
)
|
|
if (!contactSection) return
|
|
contactSection.contacts = data.map((contact) => {
|
|
return {
|
|
name: contact.name,
|
|
full_name: contact.full_name,
|
|
email: contact.email,
|
|
mobile_no: contact.mobile_no,
|
|
image: contact.image,
|
|
is_primary: contact.is_primary,
|
|
opened: false,
|
|
}
|
|
})
|
|
},
|
|
})
|
|
|
|
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'))
|
|
},
|
|
})
|
|
}
|
|
|
|
function deleteDeal() {
|
|
showDeleteLinkedDocModal.value = true
|
|
}
|
|
|
|
async function triggerStatusChange(value) {
|
|
await triggerOnChange('status', value)
|
|
setLostReason()
|
|
}
|
|
|
|
const showLostReasonModal = ref(false)
|
|
|
|
function setLostReason() {
|
|
if (
|
|
getDealStatus(doc.status).type !== 'Lost' ||
|
|
(doc.lost_reason && doc.lost_reason !== 'Other') ||
|
|
(doc.lost_reason === 'Other' && doc.lost_notes)
|
|
) {
|
|
document.save.submit()
|
|
return
|
|
}
|
|
|
|
showLostReasonModal.value = true
|
|
}
|
|
|
|
function beforeStatusChange(data) {
|
|
if (
|
|
data?.hasOwnProperty('status') &&
|
|
getDealStatus(data.status).type == 'Lost'
|
|
) {
|
|
setLostReason()
|
|
} else {
|
|
document.save.submit(null, {
|
|
onSuccess: () => reloadAssignees(data),
|
|
})
|
|
}
|
|
}
|
|
|
|
function reloadAssignees(data) {
|
|
if (data?.hasOwnProperty('deal_owner')) {
|
|
assignees.reload()
|
|
}
|
|
}
|
|
</script>
|