crm/frontend/src/pages/Deal.vue

761 lines
23 KiB
Vue

<template>
<LayoutHeader v-if="deal.data">
<template #left-header>
<Breadcrumbs :items="breadcrumbs" />
</template>
<template #right-header>
<Autocomplete
:options="activeAgents"
:value="$user(deal.data.lead_owner).full_name"
@change="(option) => updateAssignedAgent(option.email)"
placeholder="Deal owner"
>
<template #prefix>
<UserAvatar class="mr-2" :user="deal.data.lead_owner" size="sm" />
</template>
<template #item-prefix="{ option }">
<UserAvatar class="mr-2" :user="option.email" size="sm" />
</template>
</Autocomplete>
<Dropdown :options="statusDropdownOptions(deal.data, 'deal', updateDeal)">
<template #default="{ open }">
<Button
:label="deal.data.deal_status"
:class="dealStatuses[deal.data.deal_status].bgColor"
>
<template #prefix>
<IndicatorIcon
:class="dealStatuses[deal.data.deal_status].color"
/>
</template>
<template #suffix
><FeatherIcon
:name="open ? 'chevron-up' : 'chevron-down'"
class="h-4"
/></template>
</Button>
</template>
</Dropdown>
</template>
</LayoutHeader>
<TabGroup v-slot="{ selectedIndex }" v-if="deal.data" @change="onTabChange">
<TabList class="flex items-center gap-6 border-b pl-5 relative">
<Tab
ref="tabRef"
as="template"
v-for="tab in tabs"
:key="tab.label"
v-slot="{ selected }"
>
<button
class="flex items-center gap-2 py-[9px] -mb-[1px] text-base text-gray-600 border-b border-transparent hover:text-gray-900 hover:border-gray-400 transition-all duration-300 ease-in-out"
:class="{ 'text-gray-900': selected }"
>
<component v-if="tab.icon" :is="tab.icon" class="h-5" />
{{ tab.label }}
</button>
</Tab>
<div
ref="indicator"
class="h-[1px] bg-gray-900 w-[82px] absolute -bottom-[1px]"
:style="{ left: `${indicatorLeftValue}px` }"
/>
</TabList>
<div class="flex h-full overflow-hidden">
<div class="flex-1 flex flex-col">
<TabPanels class="flex flex-1 overflow-hidden">
<TabPanel
class="flex-1 flex flex-col overflow-y-auto"
v-for="tab in tabs"
:key="tab.label"
>
<Activities
:title="tab.activityTitle"
:activities="tab.content"
@makeCall="makeCall(deal.data.mobile_no)"
@makeNote="(e) => showNote(e)"
@deleteNote="(e) => deleteNote(e)"
@setFocusOnEmail="() => $refs.sendEmailRef.el.click()"
/>
</TabPanel>
</TabPanels>
<CommunicationArea
ref="sendEmailRef"
v-if="[0, 1].includes(selectedIndex)"
v-model="deal"
/>
</div>
<div class="flex flex-col justify-between border-l w-[370px]">
<FileUploader @success="changeDealImage" :validateFile="validateFile">
<template #default="{ openFileSelector, error }">
<div
class="flex flex-col gap-3 pb-4 p-5 items-center justify-center border-b"
>
<Avatar
size="3xl"
shape="square"
:label="deal.data.organization_name"
:image="deal.data.organization_logo"
/>
<ErrorMessage :message="error" />
<div class="font-medium text-2xl">
{{ deal.data.organization_name }}
</div>
<div class="flex gap-3">
<Tooltip text="Make a call...">
<Button
class="rounded-full h-8 w-8"
@click="() => makeCall(deal.data.mobile_no)"
>
<PhoneIcon class="h-4 w-4" />
</Button>
</Tooltip>
<Button class="rounded-full h-8 w-8">
<EmailIcon class="h-4 w-4" />
</Button>
<Tooltip text="Go to website...">
<Button
icon="link"
@click="openWebsite(deal.data.website)"
class="rounded-full h-8 w-8"
/>
</Tooltip>
<Dropdown
:options="[
{
icon: 'upload',
label: deal.data.organization_logo
? 'Change image'
: 'Upload image',
onClick: openFileSelector,
},
{
icon: 'trash-2',
label: 'Remove image',
onClick: () => {
deal.data.organization_logo = ''
updateDeal('organization_logo', '')
},
},
]"
>
<Button icon="more-horizontal" class="rounded-full h-8 w-8" />
</Dropdown>
</div>
</div>
</template>
</FileUploader>
<div class="flex-1 flex flex-col justify-between overflow-hidden">
<div class="flex flex-col gap-6 p-3 overflow-y-auto">
<div
v-for="section in detailSections"
:key="section.label"
class="flex flex-col"
>
<Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
<div
class="flex items-center gap-2 text-base font-semibold leading-5 pl-2 pr-3 cursor-pointer max-w-fit"
@click="toggle()"
>
<FeatherIcon
name="chevron-right"
class="h-4 text-gray-600 transition-all duration-300 ease-in-out"
:class="{ 'rotate-90': opened }"
/>
{{ section.label }}
</div>
<transition
enter-active-class="duration-300 ease-in"
leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
enter-to-class="max-h-[200px] overflow-hidden"
leave-from-class="max-h-[200px] overflow-hidden"
enter-from-class="max-h-0 overflow-hidden"
leave-to-class="max-h-0 overflow-hidden"
>
<div v-if="opened" class="flex flex-col gap-1.5">
<div
v-for="field in section.fields"
:key="field.label"
class="flex items-center px-3 gap-2 text-base leading-5 first:mt-3"
>
<div class="text-gray-600 w-[106px]">
{{ field.label }}
</div>
<div class="flex-1">
<FormControl
v-if="field.type === 'select'"
type="select"
:options="field.options"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control cursor-pointer [&_select]:cursor-pointer"
>
<template #prefix>
<IndicatorIcon
:class="dealStatuses[deal.data[field.name]].color"
/>
</template>
</FormControl>
<FormControl
v-else-if="field.type === 'email'"
type="email"
class="form-control"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
/>
<Autocomplete
v-else-if="field.type === 'link'"
:value="deal.data[field.name]"
:options="field.options"
@change="(e) => field.change(e)"
:placeholder="field.placeholder"
class="form-control"
/>
<Autocomplete
v-else-if="field.type === 'user'"
:options="activeAgents"
:value="$user(deal.data[field.name]).full_name"
@change="
(option) => updateAssignedAgent(option.email)
"
class="form-control"
:placeholder="deal.placeholder"
>
<template #target="{ togglePopover }">
<Button
variant="ghost"
@click="togglePopover()"
:label="$user(deal.data[field.name]).full_name"
class="!justify-start w-full"
>
<template #prefix>
<UserAvatar
:user="deal.data[field.name]"
size="sm"
/>
</template>
</Button>
</template>
<template #item-prefix="{ option }">
<UserAvatar
class="mr-2"
:user="option.email"
size="sm"
/>
</template>
</Autocomplete>
<Dropdown
v-else-if="field.type === 'dropdown'"
:options="
statusDropdownOptions(deal.data, 'deal', updateDeal)
"
class="w-full flex-1"
>
<template #default="{ open }">
<Button
:label="deal.data[field.name]"
class="justify-between w-full"
>
<template #prefix>
<IndicatorIcon
:class="
dealStatuses[deal.data[field.name]].color
"
/>
</template>
<template #default>{{
deal.data[field.name]
}}</template>
<template #suffix>
<FeatherIcon
:name="open ? 'chevron-up' : 'chevron-down'"
class="h-4"
/>
</template>
</Button>
</template>
</Dropdown>
<FormControl
v-else-if="field.type === 'date'"
type="date"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control"
/>
<FormControl
v-else-if="field.type === 'number'"
type="number"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control"
/>
<FormControl
v-else-if="field.type === 'tel'"
type="tel"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control"
/>
<FormControl
v-else
type="text"
:value="deal.data[field.name]"
@change.stop="
updateDeal(field.name, $event.target.value)
"
:debounce="500"
class="form-control"
/>
</div>
</div>
</div>
</transition>
</Toggler>
</div>
</div>
</div>
<div
class="flex items-center gap-1 text-sm px-6 p-3 leading-5 cursor-pointer"
>
<span class="text-gray-600">Created </span>
<Tooltip :text="dateFormat(deal.data.creation, dateTooltipFormat)">
{{ timeAgo(deal.data.creation) }}
</Tooltip>
<span>&nbsp;&middot;&nbsp;</span>
<span class="text-gray-600">Updated </span>
<Tooltip :text="dateFormat(deal.data.modified, dateTooltipFormat)">
{{ timeAgo(deal.data.modified) }}
</Tooltip>
</div>
</div>
</div>
</TabGroup>
<NoteModal v-model="showNoteModal" :note="note" @updateNote="updateNote" />
</template>
<script setup>
import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
import EmailIcon from '@/components/Icons/EmailIcon.vue'
import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
import TaskIcon from '@/components/Icons/TaskIcon.vue'
import NoteIcon from '@/components/Icons/NoteIcon.vue'
import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
import LayoutHeader from '@/components/LayoutHeader.vue'
import Toggler from '@/components/Toggler.vue'
import Activities from '@/components/Activities.vue'
import Breadcrumbs from '@/components/Breadcrumbs.vue'
import UserAvatar from '@/components/UserAvatar.vue'
import CommunicationArea from '@/components/CommunicationArea.vue'
import NoteModal from '@/components/NoteModal.vue'
import { TabGroup, TabList, Tab, TabPanels, TabPanel } from '@headlessui/vue'
import { TransitionPresets, useTransition } from '@vueuse/core'
import {
dateFormat,
timeAgo,
dateTooltipFormat,
dealStatuses,
statusDropdownOptions,
openWebsite,
secondsToDuration,
createToast,
} from '@/utils'
import { contactsStore } from '@/stores/contacts'
import {
createResource,
createDocumentResource,
createListResource,
FeatherIcon,
FileUploader,
ErrorMessage,
Autocomplete,
FormControl,
Dropdown,
Tooltip,
Avatar,
call,
} from 'frappe-ui'
import { ref, computed, inject } from 'vue'
const { getContact, contacts } = contactsStore()
const makeCall = inject('makeOutgoingCall')
const props = defineProps({
dealId: {
type: String,
required: true,
},
})
const deal = createResource({
url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
params: { name: props.dealId },
cache: ['deal', props.dealId],
auto: true,
})
const uDeal = createDocumentResource({
doctype: 'CRM Lead',
name: props.dealId,
setValue: {
onSuccess: () => {
deal.reload()
contacts.reload()
},
},
})
function updateDeal(fieldname, value) {
createResource({
url: 'frappe.client.set_value',
params: {
doctype: 'CRM Lead',
name: props.dealId,
fieldname,
value,
},
auto: true,
onSuccess: () => {
deal.reload()
contacts.reload()
createToast({
title: 'Deal updated',
icon: 'check',
iconClasses: 'text-green-600',
})
},
onError: (err) => {
createToast({
title: 'Error updating deal',
text: err.messages?.[0],
icon: 'x',
iconClasses: 'text-red-600',
})
},
})
}
const breadcrumbs = computed(() => {
let items = [{ label: 'Deals', route: { name: 'Deals' } }]
items.push({
label: deal.data.organization_name,
route: { name: 'Deal', params: { dealId: deal.data.name } },
})
return items
})
const tabs = computed(() => {
return [
{
label: 'Activity',
icon: ActivityIcon,
content: all_activities(),
activityTitle: 'Activity log',
},
{
label: 'Emails',
icon: EmailIcon,
content: deal.data.activities.filter(
(activity) => activity.activity_type === 'communication'
),
activityTitle: 'Emails',
},
{
label: 'Calls',
icon: PhoneIcon,
content: calls.data,
activityTitle: 'Calls',
},
// {
// label: 'Tasks',
// icon: TaskIcon,
// activityTitle: 'Tasks',
// },
{
label: 'Notes',
icon: NoteIcon,
activityTitle: 'Notes',
content: notes.data,
},
]
})
function all_activities() {
if (!deal.data) return []
if (!calls.data) return deal.data.activities
return [...deal.data.activities, ...calls.data].sort(
(a, b) => new Date(b.creation) - new Date(a.creation)
)
}
function changeDealImage(file) {
deal.data.organization_logo = file.file_url
updateDeal('organization_logo', file.file_url)
}
function validateFile(file) {
let extn = file.name.split('.').pop().toLowerCase()
if (!['png', 'jpg', 'jpeg'].includes(extn)) {
return 'Only PNG and JPG images are allowed'
}
}
const tabRef = ref([])
const indicator = ref(null)
let indicatorLeft = ref(20)
const indicatorLeftValue = useTransition(indicatorLeft, {
duration: 250,
ease: TransitionPresets.easeOutCubic,
})
function onTabChange(index) {
const selectedTab = tabRef.value[index].el
indicator.value.style.width = `${selectedTab.offsetWidth}px`
indicatorLeft.value = selectedTab.offsetLeft
}
const detailSections = computed(() => {
return [
{
label: 'Organization',
opened: true,
fields: [
{
label: 'Organization',
type: 'data',
name: 'organization_name',
},
{
label: 'Website',
type: 'data',
name: 'website',
},
{
label: 'Amount',
type: 'number',
name: 'annual_revenue',
},
{
label: 'Close date',
type: 'date',
name: 'close_date',
},
{
label: 'Probability',
type: 'data',
name: 'probability',
},
{
label: 'Next step',
type: 'data',
name: 'next_step',
},
],
},
{
label: 'Contacts',
opened: true,
fields: [
{
label: 'Salutation',
type: 'link',
name: 'salutation',
placeholder: 'Mr./Mrs./Ms.',
options: [
{ label: 'Dr', value: 'Dr' },
{ label: 'Mr', value: 'Mr' },
{ label: 'Mrs', value: 'Mrs' },
{ label: 'Ms', value: 'Ms' },
{ label: 'Mx', value: 'Mx' },
{ label: 'Prof', value: 'Prof' },
{ label: 'Master', value: 'Master' },
{ label: 'Madam', value: 'Madam' },
{ label: 'Miss', value: 'Miss' },
],
change: (data) => {
deal.data.salutation = data.value
updateDeal('salutation', data.value)
},
},
{
label: 'First name',
type: 'data',
name: 'first_name',
},
{
label: 'Last name',
type: 'data',
name: 'last_name',
},
{
label: 'Email',
type: 'email',
name: 'email',
},
{
label: 'Mobile no.',
type: 'tel',
name: 'mobile_no',
},
],
},
]
})
const activeAgents = computed(() => {
const nonAgents = ['Administrator', 'Guest']
return $users.data
.filter((user) => !nonAgents.includes(user.name))
.sort((a, b) => a.full_name - b.full_name)
.map((user) => {
return {
label: user.full_name,
value: user.email,
...user,
}
})
})
const showNoteModal = ref(false)
const note = ref({
title: '',
content: '',
})
const notes = createListResource({
type: 'list',
doctype: 'CRM Note',
cache: ['Notes', props.dealId],
fields: ['name', 'title', 'content', 'owner', 'modified'],
filters: { lead: props.dealId },
orderBy: 'modified desc',
pageLength: 999,
auto: true,
})
function showNote(n) {
note.value = n || {
title: '',
content: '',
}
showNoteModal.value = true
}
async function deleteNote(name) {
await call('frappe.client.delete', {
doctype: 'CRM Note',
name,
})
notes.reload()
}
async function updateNote(note) {
if (note.name) {
let d = await call('frappe.client.set_value', {
doctype: 'CRM Note',
name: note.name,
fieldname: note,
})
if (d.name) {
notes.reload()
}
} else {
let d = await call('frappe.client.insert', {
doc: {
doctype: 'CRM Note',
title: note.title,
content: note.content,
lead: props.dealId,
},
})
if (d.name) {
notes.reload()
}
}
}
const calls = createListResource({
type: 'list',
doctype: 'CRM Call Log',
cache: ['Call Logs', props.dealId],
fields: [
'name',
'caller',
'receiver',
'from',
'to',
'duration',
'start_time',
'end_time',
'status',
'type',
'recording_url',
'creation',
'note',
],
filters: { lead: props.dealId },
orderBy: 'creation desc',
pageLength: 999,
auto: true,
transform: (docs) => {
docs.forEach((doc) => {
doc.activity_type =
doc.type === 'Incoming' ? 'incoming_call' : 'outgoing_call'
doc.duration = secondsToDuration(doc.duration)
if (doc.type === 'Incoming') {
doc.caller = {
label: getContact(doc.from)?.full_name || 'Unknown',
image: getContact(doc.from)?.image,
}
doc.receiver = {
label: $user(doc.receiver).full_name,
image: $user(doc.receiver).user_image,
}
} else {
doc.caller = {
label: $user(doc.caller).full_name,
image: $user(doc.caller).user_image,
}
doc.receiver = {
label: getContact(doc.to)?.full_name || 'Unknown',
image: getContact(doc.to)?.image,
}
}
})
return docs
},
})
function updateAssignedAgent(email) {
deal.data.lead_owner = email
updateDeal('lead_owner', email)
}
</script>
<style scoped>
:deep(.form-control input),
:deep(.form-control select),
:deep(.form-control button) {
border-color: transparent;
background: white;
}
:deep(.form-control button svg) {
color: white;
}
</style>