diff --git a/frontend/src/components/Modals/ContactModal.vue b/frontend/src/components/Modals/ContactModal.vue
index 335380b0..7ec75161 100644
--- a/frontend/src/components/Modals/ContactModal.vue
+++ b/frontend/src/components/Modals/ContactModal.vue
@@ -57,7 +57,11 @@
{{ field.value }}
-
+
@@ -87,7 +91,7 @@ import AddressIcon from '@/components/Icons/AddressIcon.vue'
import CertificateIcon from '@/components/Icons/CertificateIcon.vue'
import EditIcon from '@/components/Icons/EditIcon.vue'
import Dropdown from '@/components/frappe-ui/Dropdown.vue'
-import { call } from 'frappe-ui'
+import { call, createResource } from 'frappe-ui'
import { ref, nextTick, watch, computed, h } from 'vue'
import { createToast } from '@/utils'
import { useRouter } from 'vue-router'
@@ -230,199 +234,124 @@ const detailFields = computed(() => {
return details.filter((detail) => detail.value)
})
-const sections = computed(() => {
- return [
- {
- section: 'Salutation',
- columns: 1,
- fields: [
- {
- label: 'Salutation',
- name: 'salutation',
- type: 'link',
- placeholder: 'Mr',
- doctype: 'Salutation',
- },
- ],
- },
- {
- section: 'Full Name',
- columns: 2,
- hideBorder: true,
- fields: [
- {
- label: 'First Name',
- name: 'first_name',
- type: 'data',
- mandatory: true,
- placeholder: 'John',
- },
- {
- label: 'Last Name',
- name: 'last_name',
- type: 'data',
- placeholder: 'Doe',
- },
- ],
- },
- {
- section: 'Email',
- columns: 1,
- hideBorder: true,
- fields: [
- {
- label: 'Email',
- name: 'email_id',
- type: props.contact?.data?.name ? 'dropdown' : 'data',
- placeholder: 'john@doe.com',
- options:
- props.contact.data?.email_ids?.map((email) => {
- return {
- name: email.name,
- value: email.email_id,
- selected: email.email_id === props.contact.data.email_id,
- placeholder: 'john@doe.com',
- onClick: () => {
- _contact.value.email_id = email.email_id
- setAsPrimary('email', email.email_id)
- },
- onSave: (option, isNew) => {
- if (isNew) {
- createNew('email', option.value)
- if (props.contact.data.email_ids.length === 1) {
- _contact.value.email_id = option.value
- }
+const sections = createResource({
+ url: 'crm.api.doc.get_quick_entry_fields',
+ cache: ['quickEntryFields', 'Contact'],
+ params: { doctype: 'Contact' },
+ auto: true,
+})
+
+const filteredSections = computed(() => {
+ let allSections = sections.data || []
+ if (!allSections.length) return []
+
+ allSections.forEach((s) => {
+ s.fields.forEach((field) => {
+ if (field.name == 'email_id') {
+ field.type = props.contact?.data?.name ? 'Dropdown' : 'Data'
+ field.options =
+ props.contact.data?.email_ids?.map((email) => {
+ return {
+ name: email.name,
+ value: email.email_id,
+ selected: email.email_id === props.contact.data.email_id,
+ placeholder: 'john@doe.com',
+ onClick: () => {
+ _contact.value.email_id = email.email_id
+ setAsPrimary('email', email.email_id)
+ },
+ onSave: (option, isNew) => {
+ if (isNew) {
+ createNew('email', option.value)
+ if (props.contact.data.email_ids.length === 1) {
+ _contact.value.email_id = option.value
+ }
+ } else {
+ editOption('Contact Email', option.name, option.value)
+ }
+ },
+ onDelete: async (option, isNew) => {
+ props.contact.data.email_ids =
+ props.contact.data.email_ids.filter(
+ (email) => email.name !== option.name
+ )
+ !isNew && (await deleteOption('Contact Email', option.name))
+ if (_contact.value.email_id === option.value) {
+ if (props.contact.data.email_ids.length === 0) {
+ _contact.value.email_id = ''
} else {
- editOption('Contact Email', option.name, option.value)
+ _contact.value.email_id = props.contact.data.email_ids.find(
+ (email) => email.is_primary
+ )?.email_id
}
- },
- onDelete: async (option, isNew) => {
- props.contact.data.email_ids =
- props.contact.data.email_ids.filter(
- (email) => email.name !== option.name
- )
- !isNew && (await deleteOption('Contact Email', option.name))
- if (_contact.value.email_id === option.value) {
- if (props.contact.data.email_ids.length === 0) {
- _contact.value.email_id = ''
- } else {
- _contact.value.email_id =
- props.contact.data.email_ids.find(
- (email) => email.is_primary
- )?.email_id
- }
+ }
+ },
+ }
+ }) || []
+ field.create = () => {
+ props.contact.data?.email_ids?.push({
+ name: 'new-1',
+ value: '',
+ selected: false,
+ isNew: true,
+ })
+ }
+ } else if (field.name == 'mobile_no' || field.name == 'actual_mobile_no') {
+ field.type = props.contact?.data?.name ? 'Dropdown' : 'Data'
+ field.name = 'actual_mobile_no'
+ field.options =
+ props.contact.data?.phone_nos?.map((phone) => {
+ return {
+ name: phone.name,
+ value: phone.phone,
+ selected: phone.phone === props.contact.data.actual_mobile_no,
+ onClick: () => {
+ _contact.value.actual_mobile_no = phone.phone
+ _contact.value.mobile_no = phone.phone
+ setAsPrimary('mobile_no', phone.phone)
+ },
+ onSave: (option, isNew) => {
+ if (isNew) {
+ createNew('phone', option.value)
+ if (props.contact.data.phone_nos.length === 1) {
+ _contact.value.actual_mobile_no = option.value
}
- },
- }
- }) || [],
- create: () => {
- props.contact.data?.email_ids?.push({
- name: 'new-1',
- value: '',
- selected: false,
- isNew: true,
- })
- },
- },
- ],
- },
- {
- section: 'Mobile No. & Gender',
- columns: 2,
- hideBorder: true,
- fields: [
- {
- label: 'Mobile No.',
- name: 'actual_mobile_no',
- type: props.contact?.data?.name ? 'dropdown' : 'data',
- placeholder: '+91 9876543210',
- options:
- props.contact.data?.phone_nos?.map((phone) => {
- return {
- name: phone.name,
- value: phone.phone,
- selected: phone.phone === props.contact.data.actual_mobile_no,
- placeholder: '+91 1234567890',
- onClick: () => {
- _contact.value.actual_mobile_no = phone.phone
- _contact.value.mobile_no = phone.phone
- setAsPrimary('mobile_no', phone.phone)
- },
- onSave: (option, isNew) => {
- if (isNew) {
- createNew('phone', option.value)
- if (props.contact.data.phone_nos.length === 1) {
- _contact.value.actual_mobile_no = option.value
- }
+ } else {
+ editOption('Contact Phone', option.name, option.value)
+ }
+ },
+ onDelete: async (option, isNew) => {
+ props.contact.data.phone_nos =
+ props.contact.data.phone_nos.filter(
+ (phone) => phone.name !== option.name
+ )
+ !isNew && (await deleteOption('Contact Phone', option.name))
+ if (_contact.value.actual_mobile_no === option.value) {
+ if (props.contact.data.phone_nos.length === 0) {
+ _contact.value.actual_mobile_no = ''
} else {
- editOption('Contact Phone', option.name, option.value)
+ _contact.value.actual_mobile_no =
+ props.contact.data.phone_nos.find(
+ (phone) => phone.is_primary_mobile_no
+ )?.phone
}
- },
- onDelete: async (option, isNew) => {
- props.contact.data.phone_nos =
- props.contact.data.phone_nos.filter(
- (phone) => phone.name !== option.name
- )
- !isNew && (await deleteOption('Contact Phone', option.name))
- if (_contact.value.actual_mobile_no === option.value) {
- if (props.contact.data.phone_nos.length === 0) {
- _contact.value.actual_mobile_no = ''
- } else {
- _contact.value.actual_mobile_no =
- props.contact.data.phone_nos.find(
- (phone) => phone.is_primary_mobile_no
- )?.phone
- }
- }
- },
- }
- }) || [],
- create: () => {
- props.contact.data?.phone_nos?.push({
- name: 'new-1',
- value: '',
- selected: false,
- isNew: true,
- })
- },
- },
- {
- label: 'Gender',
- name: 'gender',
- type: 'link',
- doctype: 'Gender',
- placeholder: 'Male',
- },
- ],
- },
- {
- section: 'Organization',
- columns: 1,
- hideBorder: true,
- fields: [
- {
- label: 'Organization',
- name: 'company_name',
- type: 'link',
- doctype: 'CRM Organization',
- placeholder: 'Frappé Technologies',
- },
- ],
- },
- {
- section: 'Designation',
- columns: 1,
- hideBorder: true,
- fields: [
- {
- label: 'Designation',
- name: 'designation',
- type: 'data',
- placeholder: 'CEO',
- },
- ],
- },
- ]
+ }
+ },
+ }
+ }) || []
+ field.create = () => {
+ props.contact.data?.phone_nos?.push({
+ name: 'new-1',
+ value: '',
+ selected: false,
+ isNew: true,
+ })
+ }
+ }
+ })
+ })
+
+ return allSections
})
async function setAsPrimary(field, value) {
diff --git a/frontend/src/components/Modals/DealModal.vue b/frontend/src/components/Modals/DealModal.vue
index e854033d..636a3968 100644
--- a/frontend/src/components/Modals/DealModal.vue
+++ b/frontend/src/components/Modals/DealModal.vue
@@ -7,7 +7,7 @@
}"
>
-
+
{{ __('Choose Existing Organization') }}
@@ -17,7 +17,12 @@
-
+
@@ -71,155 +76,66 @@ const isDealCreating = ref(false)
const chooseExistingContact = ref(false)
const chooseExistingOrganization = ref(false)
-const sections = computed(() => {
- let fields = []
+const sections = createResource({
+ url: 'crm.api.doc.get_quick_entry_fields',
+ cache: ['quickEntryFields', 'CRM Deal'],
+ params: { doctype: 'CRM Deal' },
+ auto: true,
+ transform: (data) => {
+ return data.forEach((section) => {
+ section.fields.forEach((field) => {
+ if (field.name == 'status') {
+ field.type = 'Select'
+ field.options = dealStatuses.value
+ field.prefix = getDealStatus(deal.status).iconColorClass
+ } else if (field.name == 'deal_owner') {
+ field.type = 'User'
+ }
+ })
+ })
+ },
+})
+
+const filteredSections = computed(() => {
+ let allSections = sections.data || []
+ if (!allSections.length) return []
+
+ let _filteredSections = []
+
if (chooseExistingOrganization.value) {
- fields.push({
- section: 'Select Organization',
- fields: [
- {
- label: 'Organization',
- name: 'organization',
- type: 'link',
- placeholder: 'Frappé Technologies',
- doctype: 'CRM Organization',
- },
- ],
- })
+ _filteredSections.push(
+ allSections.find((s) => s.label === 'Select Organization')
+ )
} else {
- fields.push({
- section: 'Organization Details',
- fields: [
- {
- label: 'Organization Name',
- name: 'organization_name',
- type: 'data',
- placeholder: 'Frappé Technologies',
- },
- {
- label: 'Website',
- name: 'website',
- type: 'data',
- placeholder: 'https://frappe.io',
- },
- {
- label: 'No of Employees',
- name: 'no_of_employees',
- type: 'select',
- options: [
- { label: __('1-10'), value: '1-10' },
- { label: __('11-50'), value: '11-50' },
- { label: __('51-200'), value: '51-200' },
- { label: __('201-500'), value: '201-500' },
- { label: __('501-1000'), value: '501-1000' },
- { label: __('1001-5000'), value: '1001-5000' },
- { label: __('5001-10000'), value: '5001-10000' },
- { label: __('10001+'), value: '10001+' },
- ],
- placeholder: '1-10',
- },
- {
- label: 'Territory',
- name: 'territory',
- type: 'link',
- doctype: 'CRM Territory',
- placeholder: 'India',
- },
- {
- label: 'Annual Revenue',
- name: 'annual_revenue',
- type: 'data',
- placeholder: '9,999,999',
- },
- {
- label: 'Industry',
- name: 'industry',
- type: 'link',
- doctype: 'CRM Industry',
- placeholder: 'Technology',
- },
- ],
- })
+ _filteredSections.push(
+ allSections.find((s) => s.label === 'Organization Details')
+ )
}
+
if (chooseExistingContact.value) {
- fields.push({
- section: 'Select Contact',
- fields: [
- {
- label: 'Contact',
- name: 'contact',
- type: 'link',
- placeholder: 'John Doe',
- doctype: 'Contact',
- },
- ],
- })
+ _filteredSections.push(
+ allSections.find((s) => s.label === 'Select Contact')
+ )
} else {
- fields.push({
- section: 'Contact Details',
- fields: [
- {
- label: 'Salutation',
- name: 'salutation',
- type: 'link',
- doctype: 'Salutation',
- placeholder: 'Mr',
- },
- {
- label: 'First Name',
- name: 'first_name',
- type: 'data',
- placeholder: 'John',
- },
- {
- label: 'Last Name',
- name: 'last_name',
- type: 'data',
- placeholder: 'Doe',
- },
- {
- label: 'Email',
- name: 'email',
- type: 'data',
- placeholder: 'john@doe.com',
- },
- {
- label: 'Mobile No',
- name: 'mobile_no',
- type: 'data',
- placeholder: '+91 1234567890',
- },
- {
- label: 'Gender',
- name: 'gender',
- type: 'link',
- doctype: 'Gender',
- placeholder: 'Male',
- },
- ],
- })
+ _filteredSections.push(
+ allSections.find((s) => s.label === 'Contact Details')
+ )
}
- fields.push({
- section: 'Deal Details',
- columns: 2,
- fields: [
- {
- label: 'Status',
- name: 'status',
- type: 'select',
- options: dealStatuses.value,
- prefix: getDealStatus(deal.status).iconColorClass,
- },
- {
- label: 'Deal Owner',
- name: 'deal_owner',
- type: 'user',
- placeholder: 'Deal Owner',
- doctype: 'User',
- },
- ],
+
+ allSections.forEach((s) => {
+ if (
+ ![
+ 'Select Organization',
+ 'Organization Details',
+ 'Select Contact',
+ 'Contact Details',
+ ].includes(s.label)
+ ) {
+ _filteredSections.push(s)
+ }
})
- return fields
+
+ return _filteredSections
})
const dealStatuses = computed(() => {
diff --git a/frontend/src/components/Modals/LeadModal.vue b/frontend/src/components/Modals/LeadModal.vue
index ed92a0ef..aeb0a1ab 100644
--- a/frontend/src/components/Modals/LeadModal.vue
+++ b/frontend/src/components/Modals/LeadModal.vue
@@ -7,7 +7,7 @@
}"
>
-
+
@@ -39,6 +39,26 @@ const router = useRouter()
const error = ref(null)
const isLeadCreating = ref(false)
+const sections = createResource({
+ url: 'crm.api.doc.get_quick_entry_fields',
+ cache: ['quickEntryFields', 'CRM Lead'],
+ params: { doctype: 'CRM Lead' },
+ auto: true,
+ transform: (data) => {
+ return data.forEach((section) => {
+ section.fields.forEach((field) => {
+ if (field.name == 'status') {
+ field.type = 'Select'
+ field.options = leadStatuses.value
+ field.prefix = getLeadStatus(lead.status).iconColorClass
+ } else if (field.name == 'lead_owner') {
+ field.type = 'User'
+ }
+ })
+ })
+ },
+})
+
const lead = reactive({
salutation: '',
first_name: '',
@@ -56,128 +76,6 @@ const lead = reactive({
lead_owner: '',
})
-const sections = computed(() => {
- return [
- {
- section: 'Contact Details',
- fields: [
- {
- label: 'Salutation',
- name: 'salutation',
- type: 'link',
- placeholder: 'Mr',
- doctype: 'Salutation',
- },
- {
- label: 'First Name',
- name: 'first_name',
- mandatory: true,
- type: 'data',
- placeholder: 'John',
- },
- {
- label: 'Last Name',
- name: 'last_name',
- type: 'data',
- placeholder: 'Doe',
- },
- {
- label: 'Email',
- name: 'email',
- type: 'data',
- placeholder: 'john@doe.com',
- },
- {
- label: 'Mobile No',
- name: 'mobile_no',
- type: 'data',
- placeholder: '+91 9876543210',
- },
- {
- label: 'Gender',
- name: 'gender',
- type: 'link',
- doctype: 'Gender',
- placeholder: 'Male',
- },
- ],
- },
- {
- section: 'Organization Details',
- fields: [
- {
- label: 'Organization',
- name: 'organization',
- type: 'data',
- placeholder: 'Frappé Technologies',
- },
- {
- label: 'Website',
- name: 'website',
- type: 'data',
- placeholder: 'https://frappe.io',
- },
- {
- label: 'No of Employees',
- name: 'no_of_employees',
- type: 'select',
- options: [
- { label: __('1-10'), value: '1-10' },
- { label: __('11-50'), value: '11-50' },
- { label: __('51-200'), value: '51-200' },
- { label: __('201-500'), value: '201-500' },
- { label: __('501-1000'), value: '501-1000' },
- { label: __('1001-5000'), value: '1001-5000' },
- { label: __('5001-10000'), value: '5001-10000' },
- { label: __('10001+'), value: '10001+' },
- ],
- placeholder: '1-10',
- },
- {
- label: 'Territory',
- name: 'territory',
- type: 'link',
- doctype: 'CRM Territory',
- placeholder: 'India',
- },
- {
- label: 'Annual Revenue',
- name: 'annual_revenue',
- type: 'data',
- placeholder: '1000000',
- },
- {
- label: 'Industry',
- name: 'industry',
- type: 'link',
- doctype: 'CRM Industry',
- placeholder: 'Technology',
- },
- ],
- },
- {
- section: 'Other Details',
- columns: 2,
- fields: [
- {
- label: 'Status',
- name: 'status',
- type: 'select',
- options: leadStatuses.value,
- prefix: getLeadStatus(lead.status).iconColorClass,
- },
- {
- label: 'Lead Owner',
- name: 'lead_owner',
- type: 'user',
- placeholder: 'Lead Owner',
- doctype: 'User',
- },
- ],
- },
- ]
-})
-
const createLead = createResource({
url: 'frappe.client.insert',
makeParams(values) {
diff --git a/frontend/src/components/Modals/OrganizationModal.vue b/frontend/src/components/Modals/OrganizationModal.vue
index 0816f7e7..08a7e91a 100644
--- a/frontend/src/components/Modals/OrganizationModal.vue
+++ b/frontend/src/components/Modals/OrganizationModal.vue
@@ -35,7 +35,11 @@
{{ field.value }}
-
+
@@ -60,7 +64,7 @@ import EditIcon from '@/components/Icons/EditIcon.vue'
import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
import TerritoryIcon from '@/components/Icons/TerritoryIcon.vue'
-import { call, FeatherIcon } from 'frappe-ui'
+import { call, FeatherIcon, createResource } from 'frappe-ui'
import { ref, nextTick, watch, computed, h } from 'vue'
import { useRouter } from 'vue-router'
@@ -220,83 +224,11 @@ const fields = computed(() => {
return details.filter((field) => field.value)
})
-const sections = computed(() => {
- return [
- {
- section: 'Organization Name',
- columns: 1,
- fields: [
- {
- label: 'Organization Name',
- name: 'organization_name',
- type: 'data',
- placeholder: 'Frappé Technologies',
- },
- ],
- },
- {
- section: 'Website & Revenue',
- columns: 2,
- hideBorder: true,
- fields: [
- {
- label: 'Website',
- name: 'website',
- type: 'data',
- placeholder: 'https://example.com',
- },
- {
- label: 'Annual Revenue',
- name: 'annual_revenue',
- type: 'data',
- placeholder: '9,999,999',
- },
- ],
- },
- {
- section: 'Territory',
- columns: 1,
- hideBorder: true,
- fields: [
- {
- label: 'Territory',
- name: 'territory',
- type: 'link',
- doctype: 'CRM Territory',
- placeholder: 'India',
- },
- ],
- },
- {
- section: 'No of Employees & Industry',
- columns: 2,
- hideBorder: true,
- fields: [
- {
- label: 'No of Employees',
- name: 'no_of_employees',
- type: 'select',
- options: [
- { label: __('1-10'), value: '1-10' },
- { label: __('11-50'), value: '11-50' },
- { label: __('51-200'), value: '51-200' },
- { label: __('201-500'), value: '201-500' },
- { label: __('501-1000'), value: '501-1000' },
- { label: __('1001-5000'), value: '1001-5000' },
- { label: __('5001-10000'), value: '5001-10000' },
- { label: __('10001+'), value: '10001+' },
- ],
- },
- {
- label: 'Industry',
- name: 'industry',
- type: 'link',
- doctype: 'CRM Industry',
- placeholder: 'Technology',
- },
- ],
- },
- ]
+const sections = createResource({
+ url: 'crm.api.doc.get_quick_entry_fields',
+ cache: ['quickEntryFields', 'CRM Organization'],
+ params: { doctype: 'CRM Organization' },
+ auto: true,
})
watch(