755 lines
22 KiB
Vue
755 lines
22 KiB
Vue
<template>
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<LayoutHeader v-if="lead.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="lead.data._customActions?.length"
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:actions="lead.data._customActions"
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/>
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<CustomActions
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v-if="document.actions?.length"
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:actions="document.actions"
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/>
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<AssignTo
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v-model="assignees.data"
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:data="document.doc"
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doctype="CRM Lead"
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/>
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<Dropdown
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v-if="document.doc"
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:options="
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statusOptions(
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'lead',
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document,
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lead.data._customStatuses,
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triggerOnChange,
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)
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"
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>
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<template #default="{ open }">
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<Button :label="document.doc.status">
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<template #prefix>
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<IndicatorIcon
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:class="getLeadStatus(document.doc.status).color"
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/>
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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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<Button
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:label="__('Convert to Deal')"
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variant="solid"
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@click="showConvertToDealModal = true"
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/>
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</template>
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</LayoutHeader>
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<div v-if="lead?.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 Lead"
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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="lead"
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@afterSave="reloadAssignees"
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/>
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</template>
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</Tabs>
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<Resizer class="flex flex-col justify-between border-l" side="right">
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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(lead.data.name)"
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>
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{{ __(lead.data.name) }}
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</div>
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<FileUploader
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@success="(file) => updateField('image', file.file_url)"
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:validateFile="validateIsImageFile"
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>
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<template #default="{ openFileSelector, error }">
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<div class="flex items-center justify-start gap-5 border-b p-5">
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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="lead.data.image"
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/>
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<component
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:is="lead.data.image ? Dropdown : 'div'"
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v-bind="
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lead.data.image
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? {
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options: [
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{
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icon: 'upload',
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label: lead.data.image
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? __('Change image')
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: __('Upload image'),
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onClick: openFileSelector,
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},
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{
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icon: 'trash-2',
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label: __('Remove image'),
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onClick: () => updateField('image', ''),
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},
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],
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}
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: { onClick: openFileSelector }
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"
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class="!absolute bottom-0 left-0 right-0"
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>
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<div
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class="z-1 absolute bottom-0.5 left-0 right-0.5 flex h-9 cursor-pointer items-center justify-center rounded-b-full bg-black bg-opacity-40 pt-3 opacity-0 duration-300 ease-in-out group-hover:opacity-100"
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style="
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-webkit-clip-path: inset(12px 0 0 0);
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clip-path: inset(12px 0 0 0);
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"
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>
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<CameraIcon class="size-4 cursor-pointer text-white" />
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</div>
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</component>
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</div>
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<div class="flex flex-col gap-2.5 truncate">
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<Tooltip :text="lead.data.lead_name || __('Set first name')">
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<div class="truncate text-2xl font-medium text-ink-gray-9">
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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
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@click="
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() =>
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lead.data.mobile_no
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? makeCall(lead.data.mobile_no)
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: toast.error(__('No phone number set'))
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"
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>
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<template #icon>
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<PhoneIcon />
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</template>
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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
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@click="
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lead.data.email
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? openEmailBox()
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: toast.error(__('No email set'))
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"
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>
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<template #icon>
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<Email2Icon />
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</template>
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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
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@click="
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lead.data.website
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? openWebsite(lead.data.website)
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: toast.error(__('No website set'))
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"
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>
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<template #icon>
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<LinkIcon />
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</template>
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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 @click="showFilesUploader = true">
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<template #icon>
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<AttachmentIcon />
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</template>
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</Button>
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</div>
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</Tooltip>
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</div>
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<ErrorMessage :message="__(error)" />
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</div>
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</div>
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</template>
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</FileUploader>
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<SLASection
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v-if="lead.data.sla_status"
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v-model="lead.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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:sections="sections.data"
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doctype="CRM Lead"
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:docname="lead.data.name"
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@reload="sections.reload"
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@afterFieldChange="reloadAssignees"
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/>
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</div>
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</Resizer>
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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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<Dialog
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v-model="showConvertToDealModal"
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:options="{
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size: 'xl',
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actions: [
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{
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label: __('Convert'),
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variant: 'solid',
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onClick: convertToDeal,
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},
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],
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}"
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>
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<template #body-header>
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<div class="mb-6 flex items-center justify-between">
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<div>
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<h3 class="text-2xl font-semibold leading-6 text-ink-gray-9">
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{{ __('Convert to Deal') }}
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</h3>
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</div>
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<div class="flex items-center gap-1">
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<Button
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v-if="isManager() && !isMobileView"
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variant="ghost"
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class="w-7"
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@click="openQuickEntryModal"
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>
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<template #icon>
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<EditIcon class="h-4 w-4" />
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</template>
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</Button>
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<Button
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variant="ghost"
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class="w-7"
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@click="showConvertToDealModal = false"
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>
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<template #icon>
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<FeatherIcon name="x" class="h-4 w-4" />
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</template>
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</Button>
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</div>
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</div>
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</template>
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<template #body-content>
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<div class="mb-4 flex items-center gap-2 text-ink-gray-5">
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<OrganizationsIcon class="h-4 w-4" />
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<label class="block text-base">{{ __('Organization') }}</label>
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</div>
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<div class="ml-6 text-ink-gray-9">
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<div class="flex items-center justify-between text-base">
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<div>{{ __('Choose Existing') }}</div>
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<Switch v-model="existingOrganizationChecked" />
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</div>
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<Link
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v-if="existingOrganizationChecked"
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class="form-control mt-2.5"
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size="md"
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:value="existingOrganization"
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doctype="CRM Organization"
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@change="(data) => (existingOrganization = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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{{
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__(
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'New organization will be created based on the data in details section',
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)
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}}
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</div>
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</div>
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<div class="mb-4 mt-6 flex items-center gap-2 text-ink-gray-5">
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<ContactsIcon class="h-4 w-4" />
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<label class="block text-base">{{ __('Contact') }}</label>
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</div>
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<div class="ml-6 text-ink-gray-9">
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<div class="flex items-center justify-between text-base">
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<div>{{ __('Choose Existing') }}</div>
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<Switch v-model="existingContactChecked" />
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</div>
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<Link
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v-if="existingContactChecked"
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class="form-control mt-2.5"
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size="md"
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:value="existingContact"
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doctype="Contact"
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@change="(data) => (existingContact = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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{{ __("New contact will be created based on the person's details") }}
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</div>
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</div>
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<div v-if="dealTabs.data?.length" class="h-px w-full border-t my-6" />
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<FieldLayout
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v-if="dealTabs.data?.length"
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:tabs="dealTabs.data"
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:data="deal"
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doctype="CRM Deal"
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/>
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</template>
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</Dialog>
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<FilesUploader
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v-if="lead.data?.name"
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v-model="showFilesUploader"
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doctype="CRM Lead"
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:docname="lead.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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<DeleteLinkedDocModal
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v-if="showDeleteLinkedDocModal"
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v-model="showDeleteLinkedDocModal"
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:doctype="'CRM Lead'"
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:docname="props.leadId"
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name="Leads"
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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 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 CameraIcon from '@/components/Icons/CameraIcon.vue'
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import LinkIcon from '@/components/Icons/LinkIcon.vue'
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import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
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import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
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import AttachmentIcon from '@/components/Icons/AttachmentIcon.vue'
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import EditIcon from '@/components/Icons/EditIcon.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 AssignTo from '@/components/AssignTo.vue'
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import FilesUploader from '@/components/FilesUploader/FilesUploader.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 FieldLayout from '@/components/FieldLayout/FieldLayout.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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setupCustomizations,
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copyToClipboard,
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validateIsImageFile,
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} from '@/utils'
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import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
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import { getView } from '@/utils/view'
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import { getSettings } from '@/stores/settings'
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import { sessionStore } from '@/stores/session'
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import { usersStore } from '@/stores/users'
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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 { capture } from '@/telemetry'
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import {
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createResource,
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FileUploader,
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Dropdown,
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Tooltip,
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Avatar,
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Tabs,
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Switch,
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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 { useOnboarding } from 'frappe-ui/frappe'
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import { ref, reactive, computed, onMounted, watch, nextTick } from 'vue'
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import { useRouter, useRoute } from 'vue-router'
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import { useActiveTabManager } from '@/composables/useActiveTabManager'
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const { brand } = getSettings()
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const { user } = sessionStore()
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const { isManager } = usersStore()
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const { $dialog, $socket, makeCall } = globalStore()
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const { statusOptions, getLeadStatus, getDealStatus } = statusesStore()
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const { doctypeMeta } = getMeta('CRM Lead')
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const { updateOnboardingStep } = useOnboarding('frappecrm')
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const route = useRoute()
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const router = useRouter()
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const props = defineProps({
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leadId: {
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type: String,
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required: true,
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},
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})
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const errorTitle = ref('')
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const errorMessage = ref('')
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const showDeleteLinkedDocModal = ref(false)
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const lead = createResource({
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url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
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params: { name: props.leadId },
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cache: ['lead', props.leadId],
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onSuccess: (data) => {
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errorTitle.value = ''
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errorMessage.value = ''
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setupCustomizations(lead, {
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doc: data,
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$dialog,
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$socket,
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router,
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toast,
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updateField,
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createToast: toast.create,
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deleteDoc: deleteLead,
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resource: { lead, sections },
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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: 'Leads' })
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}
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},
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})
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onMounted(() => {
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if (lead.data) return
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lead.fetch()
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})
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const reload = ref(false)
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const showFilesUploader = ref(false)
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function updateLead(fieldname, value, callback) {
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value = Array.isArray(fieldname) ? '' : value
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if (!Array.isArray(fieldname) && 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 Lead',
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name: props.leadId,
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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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lead.reload()
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reload.value = true
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toast.success(__('Lead updated successfully'))
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callback?.()
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},
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onError: (err) => {
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toast.error(err.messages?.[0] || __('Error updating lead'))
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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 = lead.data.fields_meta || {}
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if (meta[fieldname]?.reqd && !value) {
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toast.error(__('{0} is a required field', [meta[fieldname].label]))
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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: __('Leads'), route: { name: 'Leads' } }]
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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 Lead')
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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: 'Leads',
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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: 'Lead', params: { leadId: lead.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 Lead']?.title_field || 'name'
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return lead.data?.[t] || props.leadId
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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,
|
|
},
|
|
{
|
|
name: 'Emails',
|
|
label: __('Emails'),
|
|
icon: EmailIcon,
|
|
},
|
|
{
|
|
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, changeTabTo } = useActiveTabManager(tabs, 'lastLeadTab')
|
|
|
|
watch(tabs, (value) => {
|
|
if (value && route.params.tabName) {
|
|
let index = value.findIndex(
|
|
(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase(),
|
|
)
|
|
if (index !== -1) {
|
|
tabIndex.value = index
|
|
}
|
|
}
|
|
})
|
|
|
|
const sections = createResource({
|
|
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
|
|
cache: ['sidePanelSections', 'CRM Lead'],
|
|
params: { doctype: 'CRM Lead' },
|
|
auto: true,
|
|
})
|
|
|
|
function updateField(name, value, callback) {
|
|
updateLead(name, value, () => {
|
|
lead.data[name] = value
|
|
callback?.()
|
|
})
|
|
}
|
|
|
|
async function deleteLead(name) {
|
|
await call('frappe.client.delete', {
|
|
doctype: 'CRM Lead',
|
|
name,
|
|
})
|
|
router.push({ name: 'Leads' })
|
|
}
|
|
|
|
async function deleteLeadWithModal(name) {
|
|
showDeleteLinkedDocModal.value = true
|
|
}
|
|
|
|
// Convert to Deal
|
|
const showConvertToDealModal = ref(false)
|
|
const existingContactChecked = ref(false)
|
|
const existingOrganizationChecked = ref(false)
|
|
|
|
const existingContact = ref('')
|
|
const existingOrganization = ref('')
|
|
|
|
const { triggerConvertToDeal, triggerOnChange, assignees, document } =
|
|
useDocument('CRM Lead', props.leadId)
|
|
|
|
async function convertToDeal() {
|
|
if (existingContactChecked.value && !existingContact.value) {
|
|
toast.error(__('Please select an existing contact'))
|
|
return
|
|
}
|
|
|
|
if (existingOrganizationChecked.value && !existingOrganization.value) {
|
|
toast.error(__('Please select an existing organization'))
|
|
return
|
|
}
|
|
|
|
if (!existingContactChecked.value && existingContact.value) {
|
|
existingContact.value = ''
|
|
}
|
|
|
|
if (!existingOrganizationChecked.value && existingOrganization.value) {
|
|
existingOrganization.value = ''
|
|
}
|
|
|
|
await triggerConvertToDeal?.(
|
|
lead.data,
|
|
deal,
|
|
() => (showConvertToDealModal.value = false),
|
|
)
|
|
|
|
let _deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
|
|
lead: lead.data.name,
|
|
deal,
|
|
existing_contact: existingContact.value,
|
|
existing_organization: existingOrganization.value,
|
|
}).catch((err) => {
|
|
toast.error(__('Error converting to deal: {0}', [err.messages?.[0]]))
|
|
})
|
|
if (_deal) {
|
|
showConvertToDealModal.value = false
|
|
existingContactChecked.value = false
|
|
existingOrganizationChecked.value = false
|
|
existingContact.value = ''
|
|
existingOrganization.value = ''
|
|
updateOnboardingStep('convert_lead_to_deal', true, false, () => {
|
|
localStorage.setItem('firstDeal' + user, _deal)
|
|
})
|
|
capture('convert_lead_to_deal')
|
|
router.push({ name: 'Deal', params: { dealId: _deal } })
|
|
}
|
|
}
|
|
|
|
const activities = ref(null)
|
|
|
|
function openEmailBox() {
|
|
let currentTab = tabs.value[tabIndex.value]
|
|
if (!['Emails', 'Comments', 'Activities'].includes(currentTab.name)) {
|
|
activities.value.changeTabTo('emails')
|
|
}
|
|
nextTick(() => (activities.value.emailBox.show = true))
|
|
}
|
|
|
|
const deal = reactive({})
|
|
|
|
const dealStatuses = computed(() => {
|
|
let statuses = statusOptions('deal')
|
|
if (!deal.status) {
|
|
deal.status = statuses[0].value
|
|
}
|
|
return statuses
|
|
})
|
|
|
|
const dealTabs = createResource({
|
|
url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
|
|
cache: ['RequiredFields', 'CRM Deal'],
|
|
params: { doctype: 'CRM Deal', type: 'Required Fields' },
|
|
auto: true,
|
|
transform: (_tabs) => {
|
|
let hasFields = false
|
|
let parsedTabs = _tabs?.forEach((tab) => {
|
|
tab.sections?.forEach((section) => {
|
|
section.columns?.forEach((column) => {
|
|
column.fields?.forEach((field) => {
|
|
hasFields = true
|
|
if (field.fieldname == 'status') {
|
|
field.fieldtype = 'Select'
|
|
field.options = dealStatuses.value
|
|
field.prefix = getDealStatus(deal.status).color
|
|
}
|
|
|
|
if (field.fieldtype === 'Table') {
|
|
deal[field.fieldname] = []
|
|
}
|
|
})
|
|
})
|
|
})
|
|
})
|
|
return hasFields ? parsedTabs : []
|
|
},
|
|
})
|
|
|
|
function openQuickEntryModal() {
|
|
showQuickEntryModal.value = true
|
|
quickEntryProps.value = {
|
|
doctype: 'CRM Deal',
|
|
onlyRequired: true,
|
|
}
|
|
showConvertToDealModal.value = false
|
|
}
|
|
|
|
function reloadAssignees(data) {
|
|
if (data?.hasOwnProperty('lead_owner')) {
|
|
assignees.reload()
|
|
}
|
|
}
|
|
</script>
|