631 lines
19 KiB
Vue
631 lines
19 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>
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<template #right-header>
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<Autocomplete
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:options="activeAgents"
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:value="getUser(lead.data.lead_owner).full_name"
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@change="(option) => (lead.data.lead_owner = option.email)"
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placeholder="Lead owner"
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>
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<template #prefix>
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<UserAvatar class="mr-2" :user="lead.data.lead_owner" size="sm" />
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</template>
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<template #item-prefix="{ option }">
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<UserAvatar class="mr-2" :user="option.email" size="sm" />
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</template>
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</Autocomplete>
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<Dropdown :options="statusDropdownOptions(lead.data)">
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<template #default="{ open }">
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<Button
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:label="lead.data.status"
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:class="leadStatuses[lead.data.status].bgColor"
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>
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<template #prefix>
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<IndicatorIcon :class="leadStatuses[lead.data.status].color" />
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</template>
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<template #suffix
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><FeatherIcon
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:name="open ? 'chevron-up' : 'chevron-down'"
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class="h-4"
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/></template>
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</Button>
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</template>
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</Dropdown>
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<Button label="Save" variant="solid" @click="updateLead()" />
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<Button
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label="Convert to deal"
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variant="solid"
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@click="convertToDeal()"
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/>
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</template>
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</LayoutHeader>
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<TabGroup v-slot="{ selectedIndex }" v-if="lead.data" @change="onTabChange">
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<TabList class="flex items-center gap-6 border-b pl-5 relative">
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<Tab
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ref="tabRef"
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as="template"
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v-for="tab in tabs"
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:key="tab.label"
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v-slot="{ selected }"
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>
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<button
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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"
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:class="{ 'text-gray-900': selected }"
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>
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<component v-if="tab.icon" :is="tab.icon" class="h-5" />
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{{ tab.label }}
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</button>
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</Tab>
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<div
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ref="indicator"
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class="h-[1px] bg-gray-900 w-[82px] absolute -bottom-[1px]"
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:style="{ left: `${indicatorLeftValue}px` }"
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/>
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</TabList>
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<div class="flex h-full overflow-hidden">
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<div class="flex-1 flex flex-col">
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<TabPanels class="flex flex-1 overflow-hidden">
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<TabPanel
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class="flex-1 flex flex-col overflow-y-auto"
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v-for="tab in tabs"
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:key="tab.label"
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>
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<Activities
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:title="tab.activityTitle"
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:activities="tab.content"
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@makeCall="makeCall(lead.data.mobile_no)"
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@makeNote="(e) => showNote(e)"
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@deleteNote="(e) => deleteNote(e)"
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/>
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</TabPanel>
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</TabPanels>
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<CommunicationArea
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v-if="[0, 1].includes(selectedIndex)"
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v-model="lead"
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/>
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</div>
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<div class="flex flex-col justify-between border-l w-[370px]">
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<div
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class="flex flex-col gap-3 pb-4 p-5 items-center justify-center border-b"
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>
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<Avatar
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size="3xl"
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:label="lead.data.first_name"
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:image="lead.data.image"
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/>
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<div class="font-medium text-2xl">{{ lead.data.lead_name }}</div>
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<div class="flex gap-3">
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<Tooltip text="Make a call...">
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<Button
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class="rounded-full h-8 w-8"
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@click="() => makeCall(lead.data.mobile_no)"
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>
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<PhoneIcon class="h-4 w-4" />
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</Button>
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</Tooltip>
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<Button class="rounded-full h-8 w-8">
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<EmailIcon class="h-4 w-4" />
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</Button>
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<Tooltip text="Go to website...">
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<Button
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icon="link"
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@click="openWebsite(lead.data.website)"
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class="rounded-full h-8 w-8"
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/>
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</Tooltip>
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<Button icon="more-horizontal" class="rounded-full h-8 w-8" />
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</div>
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</div>
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<div class="flex-1 flex flex-col justify-between overflow-hidden">
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<div class="flex flex-col gap-6 p-3 overflow-y-auto">
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<div
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v-for="section in detailSections"
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:key="section.label"
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class="flex flex-col"
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>
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<Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
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<div
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class="flex items-center gap-2 text-base font-semibold leading-5 pl-2 pr-3 cursor-pointer max-w-fit"
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@click="toggle()"
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>
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<FeatherIcon
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name="chevron-right"
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class="h-4 text-gray-600 transition-all duration-300 ease-in-out"
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:class="{ 'rotate-90': opened }"
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/>
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{{ section.label }}
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</div>
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<transition
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enter-active-class="duration-300 ease-in"
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leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
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enter-to-class="max-h-[200px] overflow-hidden"
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leave-from-class="max-h-[200px] overflow-hidden"
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enter-from-class="max-h-0 overflow-hidden"
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leave-to-class="max-h-0 overflow-hidden"
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>
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<div v-if="opened" class="flex flex-col gap-1.5">
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<div
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v-for="field in section.fields"
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:key="field.label"
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class="flex items-center px-3 gap-2 text-base leading-5 first:mt-3"
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>
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<div class="text-gray-600 w-[106px]">
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{{ field.label }}
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</div>
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<div class="flex-1">
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<FormControl
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v-if="field.type === 'select'"
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type="select"
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:options="field.options"
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v-model="lead.data[field.name]"
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class="form-control cursor-pointer [&_select]:cursor-pointer"
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>
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<template #prefix>
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<IndicatorIcon
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:class="leadStatuses[lead.data[field.name]].color"
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/>
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</template>
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</FormControl>
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<FormControl
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v-else-if="field.type === 'email'"
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type="email"
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class="form-control"
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v-model="lead.data[field.name]"
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/>
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<Autocomplete
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v-else-if="field.type === 'link'"
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:value="lead.data[field.name]"
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:options="field.options"
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@change="(e) => field.change(e)"
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:placeholder="field.placeholder"
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class="form-control"
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/>
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<Autocomplete
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v-else-if="field.type === 'user'"
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:options="activeAgents"
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:value="getUser(lead.data[field.name]).full_name"
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@change="
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(option) => (lead.data[field.name] = option.email)
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"
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class="form-control"
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placeholder="Lead owner"
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>
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<template #target="{ togglePopover }">
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<Button
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variant="ghost"
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@click="togglePopover()"
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:label="getUser(lead.data[field.name]).full_name"
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class="!justify-start w-full"
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>
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<template #prefix>
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<UserAvatar
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:user="lead.data[field.name]"
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size="sm"
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/>
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</template>
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</Button>
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</template>
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<template #item-prefix="{ option }">
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<UserAvatar
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class="mr-2"
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:user="option.email"
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size="sm"
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/>
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</template>
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</Autocomplete>
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<Dropdown
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v-else-if="field.type === 'dropdown'"
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:options="statusDropdownOptions(lead.data)"
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class="w-full flex-1"
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>
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<template #default="{ open }">
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<Button
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:label="lead.data[field.name]"
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class="justify-between w-full"
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>
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<template #prefix>
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<IndicatorIcon
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:class="
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leadStatuses[lead.data[field.name]].color
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"
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/>
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</template>
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<template #default>{{
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lead.data[field.name]
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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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<FormControl
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v-else
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type="text"
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v-model="lead.data[field.name]"
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class="form-control"
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/>
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</div>
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</div>
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</div>
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</transition>
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</Toggler>
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</div>
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</div>
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</div>
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<div
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class="flex items-center gap-1 text-sm px-6 p-3 leading-5 cursor-pointer"
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>
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<span class="text-gray-600">Created </span>
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<Tooltip :text="dateFormat(lead.data.creation, dateTooltipFormat)">
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{{ timeAgo(lead.data.creation) }}
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</Tooltip>
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<span> · </span>
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<span class="text-gray-600">Updated </span>
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<Tooltip :text="dateFormat(lead.data.modified, dateTooltipFormat)">
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{{ timeAgo(lead.data.modified) }}
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</Tooltip>
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</div>
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</div>
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</div>
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</TabGroup>
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<NoteModal v-model="showNoteModal" :note="note" @updateNote="updateNote" />
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</template>
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<script setup>
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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 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 IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Toggler from '@/components/Toggler.vue'
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import Activities from '@/components/Activities.vue'
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import Breadcrumbs from '@/components/Breadcrumbs.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import CommunicationArea from '@/components/CommunicationArea.vue'
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import NoteModal from '@/components/NoteModal.vue'
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import { TabGroup, TabList, Tab, TabPanels, TabPanel } from '@headlessui/vue'
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import { TransitionPresets, useTransition } from '@vueuse/core'
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import {
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dateFormat,
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timeAgo,
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dateTooltipFormat,
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leadStatuses,
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statusDropdownOptions,
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openWebsite,
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} from '@/utils'
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import { usersStore } from '@/stores/users'
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import {
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createResource,
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createDocumentResource,
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createListResource,
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FeatherIcon,
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Autocomplete,
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FormControl,
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Dropdown,
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Tooltip,
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Avatar,
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call,
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} from 'frappe-ui'
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import { ref, computed, inject } from 'vue'
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import { useRouter } from 'vue-router'
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const { getUser, users } = usersStore()
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const router = useRouter()
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const makeCall = inject('makeOutgoingCall')
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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 lead = createResource({
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url: 'crm.crm.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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auto: true,
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})
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const uLead = createDocumentResource({
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doctype: 'CRM Lead',
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name: props.leadId,
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setValue: {
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onSuccess: () => {
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lead.reload()
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},
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},
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})
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function updateLead() {
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let leadCopy = { ...lead.data }
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delete leadCopy.activities
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uLead.setValue.submit({ ...leadCopy })
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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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items.push({
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label: lead.data.lead_name,
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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 tabs = computed(() => {
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return [
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{
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label: 'Activity',
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icon: ActivityIcon,
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content: lead.data.activities,
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activityTitle: 'Activity log',
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},
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{
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label: 'Emails',
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icon: EmailIcon,
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content: lead.data.activities.filter(
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(activity) => activity.activity_type === 'communication'
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),
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activityTitle: 'Emails',
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},
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{
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label: 'Calls',
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icon: PhoneIcon,
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content: calls.data,
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activityTitle: 'Calls',
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},
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// {
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// label: 'Tasks',
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// icon: TaskIcon,
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// activityTitle: 'Tasks',
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// },
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{
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label: 'Notes',
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icon: NoteIcon,
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activityTitle: 'Notes',
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content: notes.data,
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},
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]
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})
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const tabRef = ref([])
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const indicator = ref(null)
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let indicatorLeft = ref(20)
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const indicatorLeftValue = useTransition(indicatorLeft, {
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duration: 250,
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ease: TransitionPresets.easeOutCubic,
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})
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function onTabChange(index) {
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const selectedTab = tabRef.value[index].el
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indicator.value.style.width = `${selectedTab.offsetWidth}px`
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indicatorLeft.value = selectedTab.offsetLeft
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}
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const detailSections = computed(() => {
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return [
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{
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label: 'About this lead',
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opened: true,
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fields: [
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{
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label: 'Organization',
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type: 'data',
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name: 'organization_name',
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},
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{
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label: 'Website',
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type: 'data',
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name: 'website',
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},
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{
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label: 'Job title',
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type: 'data',
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name: 'job_title',
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},
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{
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label: 'Source',
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type: 'link',
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name: 'source',
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placeholder: 'Select source...',
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options: [
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{ label: 'Advertisement', value: 'Advertisement' },
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{ label: 'Web', value: 'Web' },
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{ label: 'Others', value: 'Others' },
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],
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change: (data) => {
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lead.data.source = data.value
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},
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},
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{
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label: 'Industry',
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type: 'link',
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name: 'industry',
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placeholder: 'Select industry...',
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options: [
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{ label: 'Advertising', value: 'Advertising' },
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{ label: 'Agriculture', value: 'Agriculture' },
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{ label: 'Banking', value: 'Banking' },
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{ label: 'Others', value: 'Others' },
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],
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change: (data) => {
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lead.data.industry = data.value
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},
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},
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],
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},
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{
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label: 'Person',
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opened: true,
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fields: [
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{
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label: 'Salutation',
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type: 'link',
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name: 'salutation',
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placeholder: 'Mr./Mrs./Ms.',
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options: [
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{ label: 'Dr', value: 'Dr' },
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{ label: 'Mr', value: 'Mr' },
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{ label: 'Mrs', value: 'Mrs' },
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{ label: 'Ms', value: 'Ms' },
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{ label: 'Mx', value: 'Mx' },
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{ label: 'Prof', value: 'Prof' },
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{ label: 'Master', value: 'Master' },
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{ label: 'Madam', value: 'Madam' },
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{ label: 'Miss', value: 'Miss' },
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],
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change: (data) => {
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lead.data.salutation = data.value
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},
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},
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{
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label: 'First name',
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type: 'data',
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name: 'first_name',
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},
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{
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label: 'Last name',
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type: 'data',
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name: 'last_name',
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},
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{
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label: 'Email',
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type: 'email',
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name: 'email',
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},
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{
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label: 'Mobile no.',
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type: 'phone',
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name: 'mobile_no',
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},
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],
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},
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]
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})
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const activeAgents = computed(() => {
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const nonAgents = ['Administrator', 'Guest']
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return users.data
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.filter((user) => !nonAgents.includes(user.name))
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.sort((a, b) => a.full_name - b.full_name)
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.map((user) => {
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return {
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label: user.full_name,
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value: user.email,
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...user,
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}
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})
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})
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function convertToDeal() {
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lead.data.status = 'Qualified'
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lead.data.is_deal = 1
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updateLead()
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router.push({ name: 'Deal', params: { dealId: lead.data.name } })
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}
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const showNoteModal = ref(false)
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const note = ref({
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title: '',
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content: '',
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})
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const notes = createListResource({
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type: 'list',
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doctype: 'CRM Note',
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cache: ['Notes', props.leadId],
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fields: ['name', 'title', 'content', 'owner', 'modified'],
|
|
filters: { lead: props.leadId },
|
|
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.leadId,
|
|
},
|
|
})
|
|
if (d.name) {
|
|
notes.reload()
|
|
}
|
|
}
|
|
}
|
|
|
|
const calls = createListResource({
|
|
type: 'list',
|
|
doctype: 'CRM Call Log',
|
|
cache: ['Call Logs', props.leadId],
|
|
fields: [
|
|
'name',
|
|
'from',
|
|
'to',
|
|
'duration',
|
|
'start_time',
|
|
'end_time',
|
|
'status',
|
|
'type',
|
|
'recording_url',
|
|
'modified',
|
|
'note',
|
|
],
|
|
filters: { lead: props.leadId },
|
|
orderBy: 'modified desc',
|
|
pageLength: 999,
|
|
auto: true,
|
|
})
|
|
</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>
|