fix: lead/deal header layout in mobile view
This commit is contained in:
Shariq Ansari
parent
9c0a966e39
commit
8cca611be6
@ -1,6 +1,6 @@
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<template>
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<div class="flex border-b pr-5">
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<div class="z-20 -mr-4 ml-2 flex items-center justify-center">
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<div class="flex border-b pr-3">
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<div class="z-20 -mr-4 ml-1 flex items-center justify-center">
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<Button variant="ghosted" @click="sidebarOpened = !sidebarOpened">
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<FeatherIcon name="menu" class="size-4" />
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</Button>
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646
frontend/src/pages/MobileDeal.vue
Normal file
646
frontend/src/pages/MobileDeal.vue
Normal file
@ -0,0 +1,646 @@
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<template>
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<LayoutHeader v-if="deal.data">
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<header
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class="relative flex h-12 items-center justify-between gap-2 py-2.5 pl-5"
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>
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<Breadcrumbs :items="breadcrumbs" />
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<div class="absolute right-0">
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<Dropdown :options="statusOptions('deal', updateField)">
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<template #default="{ open }">
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<Button
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:label="deal.data.status"
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:class="getDealStatus(deal.data.status).colorClass"
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>
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<template #prefix>
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<IndicatorIcon />
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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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</div>
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</header>
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</LayoutHeader>
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<div
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v-if="deal.data"
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class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
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>
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<component :is="deal.data._assignedTo?.length == 1 ? 'Button' : 'div'">
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<MultipleAvatar
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:avatars="deal.data._assignedTo"
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@click="showAssignmentModal = true"
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/>
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</component>
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<div class="flex items-center gap-2">
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<CustomActions
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v-if="deal.data._customActions"
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:actions="deal.data._customActions"
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/>
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</div>
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</div>
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<div v-if="deal.data" class="flex h-full overflow-hidden">
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<Tabs v-model="tabIndex" v-slot="{ tab }" :tabs="tabs">
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<Activities
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ref="activities"
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doctype="CRM Deal"
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:title="tab.name"
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v-model:reload="reload"
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v-model:tabIndex="tabIndex"
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v-model="deal"
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/>
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</Tabs>
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<Resizer side="right" class="flex flex-col justify-between border-l">
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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"
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@click="copyToClipboard(deal.data.name)"
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>
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{{ __(deal.data.name) }}
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</div>
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<div class="flex items-center justify-start gap-5 border-b p-5">
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<Tooltip :text="__('Organization logo')">
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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="organization?.name || __('Untitled')"
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:image="organization?.organization_logo"
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/>
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</div>
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</Tooltip>
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<div class="flex flex-col gap-2.5 truncate">
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<Tooltip :text="organization?.name || __('Set an organization')">
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<div class="truncate text-2xl font-medium">
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{{ organization?.name || __('Untitled') }}
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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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<Button class="h-7 w-7" @click="triggerCall">
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<PhoneIcon class="h-4 w-4" />
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</Button>
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</Tooltip>
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<Tooltip :text="__('Send an email')">
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<Button class="h-7 w-7">
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<EmailIcon
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class="h-4 w-4"
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@click="
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deal.data.email
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? openEmailBox()
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: errorMessage(__('No email set'))
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"
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/>
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</Button>
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</Tooltip>
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<Tooltip :text="__('Go to website')">
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<Button class="h-7 w-7">
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<LinkIcon
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class="h-4 w-4"
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@click="
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deal.data.website
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? openWebsite(deal.data.website)
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: errorMessage(__('No website set'))
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"
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/>
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</Button>
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</Tooltip>
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</div>
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</div>
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</div>
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<SLASection
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v-if="deal.data.sla_status"
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v-model="deal.data"
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@updateField="updateField"
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/>
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<div
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v-if="detailSections.length"
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class="flex flex-1 flex-col justify-between overflow-hidden"
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>
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<div class="flex flex-col overflow-y-auto">
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<div
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v-for="(section, i) in detailSections"
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:key="section.label"
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class="flex flex-col p-3"
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:class="{ 'border-b': i !== detailSections.length - 1 }"
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>
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<Section :is-opened="section.opened" :label="section.label">
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<template #actions>
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<div v-if="section.contacts" class="pr-2">
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<Link
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value=""
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doctype="Contact"
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@change="(e) => addContact(e)"
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:onCreate="
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(value, close) => {
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_contact = {
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first_name: value,
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company_name: deal.data.organization,
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}
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showContactModal = true
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close()
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}
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"
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>
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<template #target="{ togglePopover }">
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<Button
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class="h-7 px-3"
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variant="ghost"
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icon="plus"
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@click="togglePopover()"
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/>
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</template>
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</Link>
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</div>
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</template>
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<SectionFields
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v-if="section.fields"
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:fields="section.fields"
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v-model="deal.data"
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@update="updateField"
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/>
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<div v-else>
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<div
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v-if="
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deal_contacts?.loading && deal_contacts?.data?.length == 0
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"
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class="flex min-h-20 flex-1 items-center justify-center gap-3 text-base text-gray-500"
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>
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<LoadingIndicator class="h-4 w-4" />
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<span>{{ __('Loading...') }}</span>
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</div>
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<div
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v-else-if="section.contacts.length"
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v-for="(contact, i) in section.contacts"
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:key="contact.name"
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>
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<div
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class="px-2 pb-2.5"
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:class="[i == 0 ? 'pt-5' : 'pt-2.5']"
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>
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<Section :is-opened="contact.opened">
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<template #header="{ opened, toggle }">
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<div
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class="flex cursor-pointer items-center justify-between gap-2 pr-1 text-base leading-5 text-gray-700"
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>
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<div
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class="flex h-7 items-center gap-2 truncate"
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@click="toggle()"
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>
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<Avatar
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:label="contact.full_name"
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:image="contact.image"
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size="md"
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/>
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<div class="truncate">
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{{ contact.full_name }}
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</div>
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<Badge
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v-if="contact.is_primary"
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class="ml-2"
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variant="outline"
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:label="__('Primary')"
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theme="green"
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/>
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</div>
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<div class="flex items-center">
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<Dropdown :options="contactOptions(contact.name)">
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<Button
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icon="more-horizontal"
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class="text-gray-600"
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variant="ghost"
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/>
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</Dropdown>
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<Button
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variant="ghost"
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@click="
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router.push({
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name: 'Contact',
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params: { contactId: contact.name },
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})
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"
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>
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<ArrowUpRightIcon class="h-4 w-4" />
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</Button>
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<Button variant="ghost" @click="toggle()">
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<FeatherIcon
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name="chevron-right"
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class="h-4 w-4 text-gray-900 transition-all duration-300 ease-in-out"
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:class="{ 'rotate-90': opened }"
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/>
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</Button>
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</div>
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</div>
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</template>
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<div
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class="flex flex-col gap-1.5 text-base text-gray-800"
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>
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<div class="flex items-center gap-3 pb-1.5 pl-1 pt-4">
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<EmailIcon class="h-4 w-4" />
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{{ contact.email }}
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</div>
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<div class="flex items-center gap-3 p-1 py-1.5">
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<PhoneIcon class="h-4 w-4" />
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{{ contact.mobile_no }}
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</div>
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</div>
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</Section>
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</div>
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<div
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v-if="i != section.contacts.length - 1"
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class="mx-2 h-px border-t border-gray-200"
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/>
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</div>
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<div
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v-else
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class="flex h-20 items-center justify-center text-base text-gray-600"
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>
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{{ __('No contacts added') }}
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</div>
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</div>
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</Section>
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</div>
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</div>
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</div>
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</Resizer>
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</div>
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<OrganizationModal
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v-model="showOrganizationModal"
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v-model:organization="_organization"
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:options="{
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redirect: false,
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afterInsert: (doc) =>
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updateField('organization', doc.name, () => {
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organizations.reload()
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}),
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}"
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/>
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<ContactModal
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v-model="showContactModal"
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:contact="_contact"
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:options="{
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redirect: false,
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afterInsert: (doc) => addContact(doc.name),
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}"
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/>
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<AssignmentModal
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v-if="deal.data"
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:doc="deal.data"
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doctype="CRM Deal"
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v-model="showAssignmentModal"
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v-model:assignees="deal.data._assignedTo"
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/>
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</template>
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<script setup>
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import Resizer from '@/components/Resizer.vue'
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import LoadingIndicator from '@/components/Icons/LoadingIndicator.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 CommentIcon from '@/components/Icons/CommentIcon.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 LinkIcon from '@/components/Icons/LinkIcon.vue'
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import ArrowUpRightIcon from '@/components/Icons/ArrowUpRightIcon.vue'
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import SuccessIcon from '@/components/Icons/SuccessIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Activities from '@/components/Activities.vue'
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import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
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import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
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import MultipleAvatar from '@/components/MultipleAvatar.vue'
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import ContactModal from '@/components/Modals/ContactModal.vue'
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import Link from '@/components/Controls/Link.vue'
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import Section from '@/components/Section.vue'
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import SectionFields from '@/components/SectionFields.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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createToast,
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setupAssignees,
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setupCustomActions,
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errorMessage,
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copyToClipboard,
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} from '@/utils'
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import { globalStore } from '@/stores/global'
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import { organizationsStore } from '@/stores/organizations'
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import { statusesStore } from '@/stores/statuses'
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import { whatsappEnabled, callEnabled } from '@/stores/settings'
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import {
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createResource,
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Dropdown,
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Tooltip,
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Avatar,
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Tabs,
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Breadcrumbs,
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call,
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} from 'frappe-ui'
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import { ref, computed, h, onMounted } from 'vue'
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import { useRouter } from 'vue-router'
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const { $dialog, makeCall } = globalStore()
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const { organizations, getOrganization } = organizationsStore()
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const { statusOptions, getDealStatus } = statusesStore()
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const router = useRouter()
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const props = defineProps({
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dealId: {
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type: String,
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required: true,
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},
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})
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const deal = createResource({
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url: 'crm.fcrm.doctype.crm_deal.api.get_deal',
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params: { name: props.dealId },
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cache: ['deal', props.dealId],
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onSuccess: (data) => {
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setupAssignees(data)
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setupCustomActions(data, {
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doc: data,
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$dialog,
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router,
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updateField,
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createToast,
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deleteDoc: deleteDeal,
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call,
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})
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},
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})
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onMounted(() => {
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if (deal.data) return
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deal.fetch()
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})
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const reload = ref(false)
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const showOrganizationModal = ref(false)
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const showAssignmentModal = ref(false)
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const _organization = ref({})
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const organization = computed(() => {
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return deal.data?.organization && getOrganization(deal.data.organization)
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})
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function updateDeal(fieldname, value, callback) {
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value = Array.isArray(fieldname) ? '' : value
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if (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 Deal',
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name: props.dealId,
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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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deal.reload()
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reload.value = true
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createToast({
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title: __('Deal updated'),
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icon: 'check',
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iconClasses: 'text-green-600',
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})
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callback?.()
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},
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onError: (err) => {
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createToast({
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title: __('Error updating deal'),
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text: __(err.messages?.[0]),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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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 = deal.data.all_fields || {}
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if (meta[fieldname]?.reqd && !value) {
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createToast({
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title: __('Error Updating Deal'),
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text: __('{0} is a required field', [meta[fieldname].label]),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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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: __('Deals'), route: { name: 'Deals' } }]
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items.push({
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label: organization.value?.name || __('Untitled'),
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route: { name: 'Deal', params: { dealId: deal.data.name } },
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})
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return items
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})
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const tabIndex = ref(0)
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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,
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},
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{
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name: 'Emails',
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label: __('Emails'),
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icon: EmailIcon,
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},
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{
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name: 'Comments',
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label: __('Comments'),
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icon: CommentIcon,
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},
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{
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name: 'Calls',
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label: __('Calls'),
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icon: PhoneIcon,
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condition: () => callEnabled.value,
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},
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{
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name: 'Tasks',
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label: __('Tasks'),
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icon: TaskIcon,
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},
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{
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name: 'Notes',
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label: __('Notes'),
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icon: NoteIcon,
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},
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{
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name: 'WhatsApp',
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label: __('WhatsApp'),
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icon: WhatsAppIcon,
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condition: () => whatsappEnabled.value,
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},
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]
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return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
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})
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const detailSections = computed(() => {
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let data = deal.data
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if (!data) return []
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return getParsedFields(data.doctype_fields, deal_contacts.data)
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})
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function getParsedFields(sections, contacts) {
|
||||
sections.forEach((section) => {
|
||||
if (section.name == 'contacts_tab') {
|
||||
delete section.fields
|
||||
section.contacts =
|
||||
contacts?.map((contact) => {
|
||||
return {
|
||||
name: contact.name,
|
||||
full_name: contact.full_name,
|
||||
email: contact.email,
|
||||
mobile_no: contact.mobile_no,
|
||||
image: contact.image,
|
||||
is_primary: contact.is_primary,
|
||||
opened: false,
|
||||
}
|
||||
}) || []
|
||||
} else {
|
||||
section.fields.forEach((field) => {
|
||||
if (field.name == 'organization') {
|
||||
field.create = (value, close) => {
|
||||
_organization.value.organization_name = value
|
||||
showOrganizationModal.value = true
|
||||
close()
|
||||
}
|
||||
field.link = (org) =>
|
||||
router.push({
|
||||
name: 'Organization',
|
||||
params: { organizationId: org },
|
||||
})
|
||||
}
|
||||
})
|
||||
}
|
||||
})
|
||||
return sections
|
||||
}
|
||||
|
||||
const showContactModal = ref(false)
|
||||
const _contact = ref({})
|
||||
|
||||
function contactOptions(contact) {
|
||||
let options = [
|
||||
{
|
||||
label: __('Delete'),
|
||||
icon: 'trash-2',
|
||||
onClick: () => removeContact(contact),
|
||||
},
|
||||
]
|
||||
|
||||
if (!contact.is_primary) {
|
||||
options.push({
|
||||
label: __('Set as Primary Contact'),
|
||||
icon: h(SuccessIcon, { class: 'h-4 w-4' }),
|
||||
onClick: () => setPrimaryContact(contact),
|
||||
})
|
||||
}
|
||||
|
||||
return options
|
||||
}
|
||||
|
||||
async function addContact(contact) {
|
||||
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.add_contact', {
|
||||
deal: props.dealId,
|
||||
contact,
|
||||
})
|
||||
if (d) {
|
||||
deal_contacts.reload()
|
||||
createToast({
|
||||
title: __('Contact added'),
|
||||
icon: 'check',
|
||||
iconClasses: 'text-green-600',
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
async function removeContact(contact) {
|
||||
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.remove_contact', {
|
||||
deal: props.dealId,
|
||||
contact,
|
||||
})
|
||||
if (d) {
|
||||
deal_contacts.reload()
|
||||
createToast({
|
||||
title: __('Contact removed'),
|
||||
icon: 'check',
|
||||
iconClasses: 'text-green-600',
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
async function setPrimaryContact(contact) {
|
||||
let d = await call('crm.fcrm.doctype.crm_deal.crm_deal.set_primary_contact', {
|
||||
deal: props.dealId,
|
||||
contact,
|
||||
})
|
||||
if (d) {
|
||||
deal_contacts.reload()
|
||||
createToast({
|
||||
title: __('Primary contact set'),
|
||||
icon: 'check',
|
||||
iconClasses: 'text-green-600',
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
const deal_contacts = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_deal.api.get_deal_contacts',
|
||||
params: { name: props.dealId },
|
||||
cache: ['deal_contacts', props.dealId],
|
||||
auto: true,
|
||||
})
|
||||
|
||||
function triggerCall() {
|
||||
let primaryContact = deal_contacts.data?.find((c) => c.is_primary)
|
||||
let mobile_no = primaryContact.mobile_no || null
|
||||
|
||||
if (!primaryContact) {
|
||||
errorMessage(__('No primary contact set'))
|
||||
return
|
||||
}
|
||||
|
||||
if (!mobile_no) {
|
||||
errorMessage(__('No mobile number set'))
|
||||
return
|
||||
}
|
||||
|
||||
makeCall(mobile_no)
|
||||
}
|
||||
|
||||
function updateField(name, value, callback) {
|
||||
updateDeal(name, value, () => {
|
||||
deal.data[name] = value
|
||||
callback?.()
|
||||
})
|
||||
}
|
||||
|
||||
async function deleteDeal(name) {
|
||||
await call('frappe.client.delete', {
|
||||
doctype: 'CRM Deal',
|
||||
name,
|
||||
})
|
||||
router.push({ name: 'Deals' })
|
||||
}
|
||||
|
||||
const activities = ref(null)
|
||||
|
||||
function openEmailBox() {
|
||||
activities.value.emailBox.show = true
|
||||
}
|
||||
</script>
|
||||
585
frontend/src/pages/MobileLead.vue
Normal file
585
frontend/src/pages/MobileLead.vue
Normal file
@ -0,0 +1,585 @@
|
||||
<template>
|
||||
<LayoutHeader v-if="lead.data">
|
||||
<header
|
||||
class="relative flex h-12 items-center justify-between gap-2 py-2.5 pl-5"
|
||||
>
|
||||
<Breadcrumbs :items="breadcrumbs" />
|
||||
<div class="absolute right-0">
|
||||
<Dropdown :options="statusOptions('lead', updateField)">
|
||||
<template #default="{ open }">
|
||||
<Button
|
||||
:label="lead.data.status"
|
||||
:class="getLeadStatus(lead.data.status).colorClass"
|
||||
>
|
||||
<template #prefix>
|
||||
<IndicatorIcon />
|
||||
</template>
|
||||
<template #suffix>
|
||||
<FeatherIcon
|
||||
:name="open ? 'chevron-up' : 'chevron-down'"
|
||||
class="h-4"
|
||||
/>
|
||||
</template>
|
||||
</Button>
|
||||
</template>
|
||||
</Dropdown>
|
||||
</div>
|
||||
</header>
|
||||
</LayoutHeader>
|
||||
<div
|
||||
v-if="lead.data"
|
||||
class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
|
||||
>
|
||||
<component :is="lead.data._assignedTo?.length == 1 ? 'Button' : 'div'">
|
||||
<MultipleAvatar
|
||||
:avatars="lead.data._assignedTo"
|
||||
@click="showAssignmentModal = true"
|
||||
/>
|
||||
</component>
|
||||
<div class="flex items-center gap-2">
|
||||
<CustomActions
|
||||
v-if="lead.data._customActions"
|
||||
:actions="lead.data._customActions"
|
||||
/>
|
||||
<Button
|
||||
:label="__('Convert')"
|
||||
variant="solid"
|
||||
@click="showConvertToDealModal = true"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div v-if="lead?.data" class="flex h-full overflow-hidden">
|
||||
<Tabs v-model="tabIndex" v-slot="{ tab }" :tabs="tabs">
|
||||
<Activities
|
||||
ref="activities"
|
||||
doctype="CRM Lead"
|
||||
:title="tab.name"
|
||||
:tabs="tabs"
|
||||
v-model:reload="reload"
|
||||
v-model:tabIndex="tabIndex"
|
||||
v-model="lead"
|
||||
/>
|
||||
</Tabs>
|
||||
<Resizer class="flex flex-col justify-between border-l" side="right">
|
||||
<div
|
||||
class="flex h-10.5 cursor-copy items-center border-b px-5 py-2.5 text-lg font-medium"
|
||||
@click="copyToClipboard(lead.data.name)"
|
||||
>
|
||||
{{ __(lead.data.name) }}
|
||||
</div>
|
||||
<FileUploader
|
||||
@success="(file) => updateField('image', file.file_url)"
|
||||
:validateFile="validateFile"
|
||||
>
|
||||
<template #default="{ openFileSelector, error }">
|
||||
<div class="flex items-center justify-start gap-5 border-b p-5">
|
||||
<div class="group relative size-12">
|
||||
<Avatar
|
||||
size="3xl"
|
||||
class="size-12"
|
||||
:label="lead.data.first_name || __('Untitled')"
|
||||
:image="lead.data.image"
|
||||
/>
|
||||
<component
|
||||
:is="lead.data.image ? Dropdown : 'div'"
|
||||
v-bind="
|
||||
lead.data.image
|
||||
? {
|
||||
options: [
|
||||
{
|
||||
icon: 'upload',
|
||||
label: lead.data.image
|
||||
? __('Change image')
|
||||
: __('Upload image'),
|
||||
onClick: openFileSelector,
|
||||
},
|
||||
{
|
||||
icon: 'trash-2',
|
||||
label: __('Remove image'),
|
||||
onClick: () => updateField('image', ''),
|
||||
},
|
||||
],
|
||||
}
|
||||
: { onClick: openFileSelector }
|
||||
"
|
||||
class="!absolute bottom-0 left-0 right-0"
|
||||
>
|
||||
<div
|
||||
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"
|
||||
style="
|
||||
-webkit-clip-path: inset(12px 0 0 0);
|
||||
clip-path: inset(12px 0 0 0);
|
||||
"
|
||||
>
|
||||
<CameraIcon class="size-4 cursor-pointer text-white" />
|
||||
</div>
|
||||
</component>
|
||||
</div>
|
||||
<div class="flex flex-col gap-2.5 truncate">
|
||||
<Tooltip :text="lead.data.lead_name || __('Set first name')">
|
||||
<div class="truncate text-2xl font-medium">
|
||||
{{ lead.data.lead_name || __('Untitled') }}
|
||||
</div>
|
||||
</Tooltip>
|
||||
<div class="flex gap-1.5">
|
||||
<Tooltip v-if="callEnabled" :text="__('Make a call')">
|
||||
<Button
|
||||
class="h-7 w-7"
|
||||
@click="
|
||||
() =>
|
||||
lead.data.mobile_no
|
||||
? makeCall(lead.data.mobile_no)
|
||||
: errorMessage(__('No phone number set'))
|
||||
"
|
||||
>
|
||||
<PhoneIcon class="h-4 w-4" />
|
||||
</Button>
|
||||
</Tooltip>
|
||||
<Tooltip :text="__('Send an email')">
|
||||
<Button class="h-7 w-7">
|
||||
<EmailIcon
|
||||
class="h-4 w-4"
|
||||
@click="
|
||||
lead.data.email
|
||||
? openEmailBox()
|
||||
: errorMessage(__('No email set'))
|
||||
"
|
||||
/>
|
||||
</Button>
|
||||
</Tooltip>
|
||||
<Tooltip :text="__('Go to website')">
|
||||
<Button class="h-7 w-7">
|
||||
<LinkIcon
|
||||
class="h-4 w-4"
|
||||
@click="
|
||||
lead.data.website
|
||||
? openWebsite(lead.data.website)
|
||||
: errorMessage(__('No website set'))
|
||||
"
|
||||
/>
|
||||
</Button>
|
||||
</Tooltip>
|
||||
</div>
|
||||
<ErrorMessage :message="__(error)" />
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</FileUploader>
|
||||
<SLASection
|
||||
v-if="lead.data.sla_status"
|
||||
v-model="lead.data"
|
||||
@updateField="updateField"
|
||||
/>
|
||||
<div
|
||||
v-if="detailSections.length"
|
||||
class="flex flex-1 flex-col justify-between overflow-hidden"
|
||||
>
|
||||
<div class="flex flex-col overflow-y-auto">
|
||||
<div
|
||||
v-for="(section, i) in detailSections"
|
||||
:key="section.label"
|
||||
class="flex flex-col p-3"
|
||||
:class="{ 'border-b': i !== detailSections.length - 1 }"
|
||||
>
|
||||
<Section :is-opened="section.opened" :label="section.label">
|
||||
<SectionFields
|
||||
:fields="section.fields"
|
||||
v-model="lead.data"
|
||||
@update="updateField"
|
||||
/>
|
||||
</Section>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</Resizer>
|
||||
</div>
|
||||
<AssignmentModal
|
||||
v-if="lead.data"
|
||||
:doc="lead.data"
|
||||
doctype="CRM Lead"
|
||||
v-model="showAssignmentModal"
|
||||
v-model:assignees="lead.data._assignedTo"
|
||||
/>
|
||||
<Dialog
|
||||
v-model="showConvertToDealModal"
|
||||
:options="{
|
||||
title: __('Convert to Deal'),
|
||||
size: 'xl',
|
||||
actions: [
|
||||
{
|
||||
label: __('Convert'),
|
||||
variant: 'solid',
|
||||
onClick: convertToDeal,
|
||||
},
|
||||
],
|
||||
}"
|
||||
>
|
||||
<template #body-content>
|
||||
<div class="mb-4 flex items-center gap-2 text-gray-600">
|
||||
<OrganizationsIcon class="h-4 w-4" />
|
||||
<label class="block text-base">{{ __('Organization') }}</label>
|
||||
</div>
|
||||
<div class="ml-6">
|
||||
<div class="flex items-center justify-between text-base">
|
||||
<div>{{ __('Choose Existing') }}</div>
|
||||
<Switch v-model="existingOrganizationChecked" />
|
||||
</div>
|
||||
<Link
|
||||
v-if="existingOrganizationChecked"
|
||||
class="form-control mt-2.5"
|
||||
variant="outline"
|
||||
size="md"
|
||||
:value="existingOrganization"
|
||||
doctype="CRM Organization"
|
||||
@change="(data) => (existingOrganization = data)"
|
||||
/>
|
||||
<div v-else class="mt-2.5 text-base">
|
||||
{{
|
||||
__(
|
||||
'New organization will be created based on the data in details section'
|
||||
)
|
||||
}}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-4 mt-6 flex items-center gap-2 text-gray-600">
|
||||
<ContactsIcon class="h-4 w-4" />
|
||||
<label class="block text-base">{{ __('Contact') }}</label>
|
||||
</div>
|
||||
<div class="ml-6">
|
||||
<div class="flex items-center justify-between text-base">
|
||||
<div>{{ __('Choose Existing') }}</div>
|
||||
<Switch v-model="existingContactChecked" />
|
||||
</div>
|
||||
<Link
|
||||
v-if="existingContactChecked"
|
||||
class="form-control mt-2.5"
|
||||
variant="outline"
|
||||
size="md"
|
||||
:value="existingContact"
|
||||
doctype="Contact"
|
||||
@change="(data) => (existingContact = data)"
|
||||
/>
|
||||
<div v-else class="mt-2.5 text-base">
|
||||
{{ __("New contact will be created based on the person's details") }}
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
</template>
|
||||
<script setup>
|
||||
import Resizer from '@/components/Resizer.vue'
|
||||
import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
|
||||
import EmailIcon from '@/components/Icons/EmailIcon.vue'
|
||||
import CommentIcon from '@/components/Icons/CommentIcon.vue'
|
||||
import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
|
||||
import TaskIcon from '@/components/Icons/TaskIcon.vue'
|
||||
import NoteIcon from '@/components/Icons/NoteIcon.vue'
|
||||
import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
|
||||
import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
|
||||
import CameraIcon from '@/components/Icons/CameraIcon.vue'
|
||||
import LinkIcon from '@/components/Icons/LinkIcon.vue'
|
||||
import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
|
||||
import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import Activities from '@/components/Activities.vue'
|
||||
import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
|
||||
import MultipleAvatar from '@/components/MultipleAvatar.vue'
|
||||
import Link from '@/components/Controls/Link.vue'
|
||||
import Section from '@/components/Section.vue'
|
||||
import SectionFields from '@/components/SectionFields.vue'
|
||||
import SLASection from '@/components/SLASection.vue'
|
||||
import CustomActions from '@/components/CustomActions.vue'
|
||||
import {
|
||||
openWebsite,
|
||||
createToast,
|
||||
setupAssignees,
|
||||
setupCustomActions,
|
||||
errorMessage,
|
||||
copyToClipboard,
|
||||
} from '@/utils'
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { contactsStore } from '@/stores/contacts'
|
||||
import { organizationsStore } from '@/stores/organizations'
|
||||
import { statusesStore } from '@/stores/statuses'
|
||||
import { whatsappEnabled, callEnabled } from '@/stores/settings'
|
||||
import {
|
||||
createResource,
|
||||
FileUploader,
|
||||
Dropdown,
|
||||
Tooltip,
|
||||
Avatar,
|
||||
Tabs,
|
||||
Switch,
|
||||
Breadcrumbs,
|
||||
call,
|
||||
} from 'frappe-ui'
|
||||
import { ref, computed, onMounted, watch } from 'vue'
|
||||
import { useRouter, useRoute } from 'vue-router'
|
||||
|
||||
const { $dialog, makeCall } = globalStore()
|
||||
const { getContactByName, contacts } = contactsStore()
|
||||
const { organizations } = organizationsStore()
|
||||
const { statusOptions, getLeadStatus } = statusesStore()
|
||||
const route = useRoute()
|
||||
const router = useRouter()
|
||||
|
||||
const props = defineProps({
|
||||
leadId: {
|
||||
type: String,
|
||||
required: true,
|
||||
},
|
||||
})
|
||||
|
||||
const lead = createResource({
|
||||
url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
|
||||
params: { name: props.leadId },
|
||||
cache: ['lead', props.leadId],
|
||||
onSuccess: (data) => {
|
||||
setupAssignees(data)
|
||||
setupCustomActions(data, {
|
||||
doc: data,
|
||||
$dialog,
|
||||
router,
|
||||
updateField,
|
||||
createToast,
|
||||
deleteDoc: deleteLead,
|
||||
call,
|
||||
})
|
||||
},
|
||||
})
|
||||
|
||||
onMounted(() => {
|
||||
if (lead.data) return
|
||||
lead.fetch()
|
||||
})
|
||||
|
||||
const reload = ref(false)
|
||||
const showAssignmentModal = ref(false)
|
||||
|
||||
function updateLead(fieldname, value, callback) {
|
||||
value = Array.isArray(fieldname) ? '' : value
|
||||
|
||||
if (!Array.isArray(fieldname) && validateRequired(fieldname, value)) return
|
||||
|
||||
createResource({
|
||||
url: 'frappe.client.set_value',
|
||||
params: {
|
||||
doctype: 'CRM Lead',
|
||||
name: props.leadId,
|
||||
fieldname,
|
||||
value,
|
||||
},
|
||||
auto: true,
|
||||
onSuccess: () => {
|
||||
lead.reload()
|
||||
reload.value = true
|
||||
createToast({
|
||||
title: __('Lead updated'),
|
||||
icon: 'check',
|
||||
iconClasses: 'text-green-600',
|
||||
})
|
||||
callback?.()
|
||||
},
|
||||
onError: (err) => {
|
||||
createToast({
|
||||
title: __('Error updating lead'),
|
||||
text: __(err.messages?.[0]),
|
||||
icon: 'x',
|
||||
iconClasses: 'text-red-600',
|
||||
})
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function validateRequired(fieldname, value) {
|
||||
let meta = lead.data.all_fields || {}
|
||||
if (meta[fieldname]?.reqd && !value) {
|
||||
createToast({
|
||||
title: __('Error Updating Lead'),
|
||||
text: __('{0} is a required field', [meta[fieldname].label]),
|
||||
icon: 'x',
|
||||
iconClasses: 'text-red-600',
|
||||
})
|
||||
return true
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
const breadcrumbs = computed(() => {
|
||||
let items = [{ label: __('Leads'), route: { name: 'Leads' } }]
|
||||
items.push({
|
||||
label: lead.data.lead_name || __('Untitled'),
|
||||
route: { name: 'Lead', params: { leadId: lead.data.name } },
|
||||
})
|
||||
return items
|
||||
})
|
||||
|
||||
const tabIndex = ref(0)
|
||||
|
||||
const tabs = computed(() => {
|
||||
let tabOptions = [
|
||||
{
|
||||
name: 'Activity',
|
||||
label: __('Activity'),
|
||||
icon: ActivityIcon,
|
||||
},
|
||||
{
|
||||
name: 'Emails',
|
||||
label: __('Emails'),
|
||||
icon: EmailIcon,
|
||||
},
|
||||
{
|
||||
name: 'Comments',
|
||||
label: __('Comments'),
|
||||
icon: CommentIcon,
|
||||
},
|
||||
{
|
||||
name: 'Calls',
|
||||
label: __('Calls'),
|
||||
icon: PhoneIcon,
|
||||
condition: () => callEnabled.value,
|
||||
},
|
||||
{
|
||||
name: 'Tasks',
|
||||
label: __('Tasks'),
|
||||
icon: TaskIcon,
|
||||
},
|
||||
{
|
||||
name: 'Notes',
|
||||
label: __('Notes'),
|
||||
icon: NoteIcon,
|
||||
},
|
||||
{
|
||||
name: 'WhatsApp',
|
||||
label: __('WhatsApp'),
|
||||
icon: WhatsAppIcon,
|
||||
condition: () => whatsappEnabled.value,
|
||||
},
|
||||
]
|
||||
return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
|
||||
})
|
||||
|
||||
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
|
||||
}
|
||||
}
|
||||
})
|
||||
|
||||
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 detailSections = computed(() => {
|
||||
let data = lead.data
|
||||
if (!data) return []
|
||||
return data.doctype_fields
|
||||
})
|
||||
|
||||
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' })
|
||||
}
|
||||
|
||||
// Convert to Deal
|
||||
const showConvertToDealModal = ref(false)
|
||||
const existingContactChecked = ref(false)
|
||||
const existingOrganizationChecked = ref(false)
|
||||
|
||||
const existingContact = ref('')
|
||||
const existingOrganization = ref('')
|
||||
|
||||
async function convertToDeal(updated) {
|
||||
let valueUpdated = false
|
||||
|
||||
if (existingContactChecked.value && !existingContact.value) {
|
||||
createToast({
|
||||
title: __('Error'),
|
||||
text: __('Please select an existing contact'),
|
||||
icon: 'x',
|
||||
iconClasses: 'text-red-600',
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
if (existingOrganizationChecked.value && !existingOrganization.value) {
|
||||
createToast({
|
||||
title: __('Error'),
|
||||
text: __('Please select an existing organization'),
|
||||
icon: 'x',
|
||||
iconClasses: 'text-red-600',
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
if (existingContactChecked.value && existingContact.value) {
|
||||
lead.data.salutation = getContactByName(existingContact.value).salutation
|
||||
lead.data.first_name = getContactByName(existingContact.value).first_name
|
||||
lead.data.last_name = getContactByName(existingContact.value).last_name
|
||||
lead.data.email_id = getContactByName(existingContact.value).email_id
|
||||
lead.data.mobile_no = getContactByName(existingContact.value).mobile_no
|
||||
existingContactChecked.value = false
|
||||
valueUpdated = true
|
||||
}
|
||||
|
||||
if (existingOrganizationChecked.value && existingOrganization.value) {
|
||||
lead.data.organization = existingOrganization.value
|
||||
existingOrganizationChecked.value = false
|
||||
valueUpdated = true
|
||||
}
|
||||
|
||||
if (valueUpdated) {
|
||||
updateLead(
|
||||
{
|
||||
salutation: lead.data.salutation,
|
||||
first_name: lead.data.first_name,
|
||||
last_name: lead.data.last_name,
|
||||
email_id: lead.data.email_id,
|
||||
mobile_no: lead.data.mobile_no,
|
||||
organization: lead.data.organization,
|
||||
},
|
||||
'',
|
||||
() => convertToDeal(true)
|
||||
)
|
||||
showConvertToDealModal.value = false
|
||||
} else {
|
||||
let deal = await call(
|
||||
'crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal',
|
||||
{
|
||||
lead: lead.data.name,
|
||||
}
|
||||
)
|
||||
if (deal) {
|
||||
if (updated) {
|
||||
await organizations.reload()
|
||||
await contacts.reload()
|
||||
}
|
||||
router.push({ name: 'Deal', params: { dealId: deal } })
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
const activities = ref(null)
|
||||
|
||||
function openEmailBox() {
|
||||
activities.value.emailBox.show = true
|
||||
}
|
||||
</script>
|
||||
Loading…
x
Reference in New Issue
Block a user