diff --git a/crm/crm/doctype/crm_lead/api.py b/crm/crm/doctype/crm_lead/api.py index 9e77709f..740a6e11 100644 --- a/crm/crm/doctype/crm_lead/api.py +++ b/crm/crm/doctype/crm_lead/api.py @@ -39,6 +39,8 @@ def get_activities(doc, docinfo): for version in docinfo.versions: data = json.loads(version.data) + if not data.get("changed"): + continue if change := data.get("changed")[0]: activity_type = "changed" field_label = next((f.label for f in lead_fields_meta if f.fieldname == change[0]), None) diff --git a/frontend/src/pages/Deal.vue b/frontend/src/pages/Deal.vue index d2435e4e..318a9390 100644 --- a/frontend/src/pages/Deal.vue +++ b/frontend/src/pages/Deal.vue @@ -19,9 +19,14 @@ @@ -80,10 +84,11 @@ > -
{{ deal.data.lead_name }}
+
{{ deal.data.organization_name }}
-
@@ -218,6 +229,24 @@
+ + + { let items = [{ label: 'Deals', route: { name: 'Deals' } }] items.push({ - label: deal.data.lead_name, + label: deal.data.organization_name, route: { name: 'Deal', params: { dealId: deal.data.name } }, }) return items @@ -345,11 +381,11 @@ const tabs = computed(() => { ), activityTitle: 'Calls', }, - { - label: 'Tasks', - icon: TaskIcon, - activityTitle: 'Tasks', - }, + // { + // label: 'Tasks', + // icon: TaskIcon, + // activityTitle: 'Tasks', + // }, { label: 'Notes', icon: NoteIcon, @@ -376,20 +412,9 @@ function onTabChange(index) { const detailSections = computed(() => { return [ { - label: 'About this deal', + label: 'Organization', opened: true, fields: [ - { - label: 'Status', - type: 'select', - name: 'deal_status', - options: statusDropdownOptions(deal.data, 'deal'), - }, - { - label: 'Deal owner', - type: 'link', - name: 'lead_owner', - }, { label: 'Organization', type: 'data', @@ -400,10 +425,30 @@ const detailSections = computed(() => { 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: 'Person', + label: 'Contacts', opened: true, fields: [ { @@ -423,7 +468,7 @@ const detailSections = computed(() => { }, { label: 'Mobile no.', - type: 'phone', + type: 'tel', name: 'mobile_no', }, ], diff --git a/frontend/src/pages/Deals.vue b/frontend/src/pages/Deals.vue index caf977fc..65a7e682 100644 --- a/frontend/src/pages/Deals.vue +++ b/frontend/src/pages/Deals.vue @@ -102,11 +102,9 @@ const leads = createListResource({ doctype: 'CRM Lead', fields: [ 'name', - 'first_name', - 'lead_name', - 'image', 'organization_name', 'organization_logo', + 'annual_revenue', 'deal_status', 'email', 'mobile_no', @@ -140,23 +138,23 @@ watch( ) const columns = [ - { - label: 'Name', - key: 'lead_name', - type: 'avatar', - size: 'w-44', - }, { label: 'Organization', key: 'organization_name', type: 'logo', - size: 'w-44', + size: 'w-48', + }, + { + label: 'Amount', + key: 'annual_revenue', + type: 'data', + size: 'w-24', }, { label: 'Status', key: 'deal_status', type: 'indicator', - size: 'w-44', + size: 'w-36', }, { label: 'Email', @@ -168,13 +166,19 @@ const columns = [ label: 'Mobile no', key: 'mobile_no', type: 'phone', - size: 'w-44', + size: 'w-32', }, { label: 'Lead owner', key: 'lead_owner', type: 'avatar', - size: 'w-44', + size: 'w-36', + }, + { + label: 'Last modified', + key: 'modified', + type: 'pretty_date', + size: 'w-28', }, ] @@ -182,15 +186,11 @@ const rows = computed(() => { return leads.data?.map((lead) => { return { name: lead.name, - lead_name: { - label: lead.lead_name, - image: lead.image, - image_label: lead.first_name, - }, organization_name: { label: lead.organization_name, logo: lead.organization_logo, }, + annual_revenue: lead.annual_revenue, deal_status: { label: lead.deal_status, color: dealStatuses[lead.deal_status]?.color, @@ -198,6 +198,7 @@ const rows = computed(() => { email: lead.email, mobile_no: lead.mobile_no, lead_owner: lead.lead_owner && getUser(lead.lead_owner), + modified: lead.modified, } }) }) diff --git a/frontend/src/pages/Lead.vue b/frontend/src/pages/Lead.vue index 062fa2fc..efff336c 100644 --- a/frontend/src/pages/Lead.vue +++ b/frontend/src/pages/Lead.vue @@ -19,7 +19,10 @@ - -