fix: allow creating or selecting org & contact from create deal modal from deal listview
This commit is contained in:
Shariq Ansari
parent
49ef15883d
commit
9cde4bb5a0
@ -230,3 +230,78 @@ def set_primary_contact(deal, contact):
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deal.save()
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return True
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def create_organization(doc):
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if not doc.get("organization_name"):
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return
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existing_organization = frappe.db.exists("CRM Organization", {"organization_name": doc.get("organization_name")})
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if existing_organization:
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return existing_organization
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organization = frappe.new_doc("CRM Organization")
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organization.update(
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{
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"organization_name": doc.get("organization_name"),
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"website": doc.get("website"),
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"territory": doc.get("territory"),
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"industry": doc.get("industry"),
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"annual_revenue": doc.get("annual_revenue"),
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}
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)
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organization.insert(ignore_permissions=True)
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return organization.name
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def contact_exists(doc):
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email_exist = frappe.db.exists("Contact Email", {"email_id": doc.get("email")})
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mobile_exist = frappe.db.exists("Contact Phone", {"phone": doc.get("mobile_no")})
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doctype = "Contact Email" if email_exist else "Contact Phone"
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name = email_exist or mobile_exist
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if name:
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return frappe.db.get_value(doctype, name, "parent")
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return False
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def create_contact(doc):
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existing_contact = contact_exists(doc)
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if existing_contact:
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return existing_contact
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contact = frappe.new_doc("Contact")
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contact.update(
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{
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"first_name": doc.get("first_name"),
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"last_name": doc.get("last_name"),
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"salutation": doc.get("salutation"),
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"company_name": doc.get("organization") or doc.get("organization_name"),
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}
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)
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if doc.get("email"):
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contact.append("email_ids", {"email_id": doc.get("email"), "is_primary": 1})
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if doc.get("mobile_no"):
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contact.append("phone_nos", {"phone": doc.get("mobile_no"), "is_primary_mobile_no": 1})
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contact.insert(ignore_permissions=True)
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contact.reload() # load changes by hooks on contact
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return contact.name
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@frappe.whitelist()
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def create_deal(args):
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deal = frappe.new_doc("CRM Deal")
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contact = args.get("contact")
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if not contact and (args.get("first_name") or args.get("last_name") or args.get("email") or args.get("mobile_no")):
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contact = create_contact(args)
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deal.update({
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"organization": args.get("organization") or create_organization(args),
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"contacts": [{"contact": contact, "is_primary": 1}] if contact else [],
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"deal_owner": args.get("deal_owner"),
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"status": args.get("status"),
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})
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deal.insert(ignore_permissions=True)
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return deal.name
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330
frontend/src/components/Modals/DealModal.vue
Normal file
330
frontend/src/components/Modals/DealModal.vue
Normal file
@ -0,0 +1,330 @@
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<template>
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<Dialog
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v-model="show"
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:options="{
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size: '3xl',
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title: __('Create Deal'),
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}"
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>
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<template #body-content>
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<div class="mb-4 grid grid-cols-3 gap-4">
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Organization') }}</div>
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<Switch v-model="chooseExistingOrganization" />
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</div>
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<div class="flex items-center gap-3 text-sm text-gray-600">
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<div>{{ __('Choose Existing Contact') }}</div>
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<Switch v-model="chooseExistingContact" />
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</div>
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</div>
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<div class="flex flex-col gap-4">
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<div v-for="section in allFields" :key="section.section">
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<div class="grid grid-cols-3 gap-4 border-t pt-4">
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<div v-for="field in section.fields" :key="field.name">
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<div class="mb-2 text-sm text-gray-600">{{ field.label }}</div>
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<FormControl
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v-if="field.type === 'select'"
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type="select"
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class="form-control"
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:options="field.options"
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v-model="deal[field.name]"
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:placeholder="__(field.placeholder)"
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>
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<template v-if="field.prefix" #prefix>
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<IndicatorIcon :class="field.prefix" />
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</template>
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</FormControl>
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<Link
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v-else-if="field.type === 'link'"
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class="form-control"
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:value="deal[field.name]"
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:doctype="field.doctype"
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@change="(v) => (deal[field.name] = v)"
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:placeholder="__(field.placeholder)"
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:onCreate="field.create"
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/>
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<Link
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v-else-if="field.type === 'user'"
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class="form-control"
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:value="getUser(deal[field.name]).full_name"
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:doctype="field.doctype"
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@change="(v) => (deal[field.name] = v)"
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:placeholder="__(field.placeholder)"
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:hideMe="true"
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>
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<template #prefix>
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<UserAvatar class="mr-2" :user="deal[field.name]" 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.value" size="sm" />
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</template>
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<template #item-label="{ option }">
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<Tooltip :text="option.value">
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<div class="cursor-pointer">
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{{ getUser(option.value).full_name }}
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</div>
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</Tooltip>
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</template>
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</Link>
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<FormControl
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v-else
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type="text"
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:placeholder="__(field.placeholder)"
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v-model="deal[field.name]"
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/>
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</div>
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</div>
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</div>
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</div>
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<ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
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</template>
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<template #actions>
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<div class="flex flex-row-reverse gap-2">
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<Button
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variant="solid"
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:label="__('Create')"
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:loading="isDealCreating"
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@click="createDeal"
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/>
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</div>
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</template>
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</Dialog>
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</template>
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<script setup>
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import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import Link from '@/components/Controls/Link.vue'
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import { usersStore } from '@/stores/users'
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import { statusesStore } from '@/stores/statuses'
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import { createToast } from '@/utils'
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import { Tooltip, Switch, createResource } from 'frappe-ui'
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import { computed, ref, reactive, onMounted } from 'vue'
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import { useRouter } from 'vue-router'
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const { getUser } = usersStore()
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const { getDealStatus, statusOptions } = statusesStore()
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const show = defineModel()
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const router = useRouter()
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const error = ref(null)
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const deal = reactive({
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organization: '',
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organization_name: '',
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website: '',
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industry: '',
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territory: '',
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contact: '',
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first_name: '',
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last_name: '',
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email: '',
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mobile_no: '',
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status: '',
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deal_owner: '',
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})
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const isDealCreating = ref(false)
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const chooseExistingContact = ref(false)
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const chooseExistingOrganization = ref(false)
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const allFields = computed(() => {
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let fields = []
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if (chooseExistingOrganization.value) {
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fields.push({
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section: 'Select Organization',
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fields: [
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{
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label: 'Organization',
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name: 'organization',
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type: 'link',
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placeholder: 'Frappé Technologies',
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doctype: 'CRM Organization',
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},
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],
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})
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} else {
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fields.push({
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section: 'Organization Details',
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fields: [
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{
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label: 'Organization Name',
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name: 'organization_name',
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type: 'data',
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placeholder: 'Frappé Technologies',
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},
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{
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label: 'Website',
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name: 'website',
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type: 'data',
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placeholder: 'https://frappe.io',
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},
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{
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label: 'No of Employees',
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name: 'no_of_employees',
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type: 'select',
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options: [
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{ label: __('1-10'), value: '1-10' },
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{ label: __('11-50'), value: '11-50' },
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{ label: __('51-200'), value: '51-200' },
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{ label: __('201-500'), value: '201-500' },
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{ label: __('501-1000'), value: '501-1000' },
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{ label: __('1001-5000'), value: '1001-5000' },
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{ label: __('5001-10000'), value: '5001-10000' },
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{ label: __('10001+'), value: '10001+' },
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],
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placeholder: '1-10',
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},
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{
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label: 'Territory',
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name: 'territory',
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type: 'link',
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doctype: 'CRM Territory',
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placeholder: 'India',
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},
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{
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label: 'Annual Revenue',
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name: 'annual_revenue',
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type: 'data',
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placeholder: '9,999,999',
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},
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{
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label: 'Industry',
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name: 'industry',
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type: 'link',
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doctype: 'CRM Industry',
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placeholder: 'Technology',
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},
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],
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})
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}
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if (chooseExistingContact.value) {
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fields.push({
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section: 'Select Contact',
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fields: [
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{
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label: 'Contact',
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name: 'contact',
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type: 'link',
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placeholder: 'John Doe',
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doctype: 'Contact',
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},
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],
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})
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} else {
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fields.push({
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section: 'Contact Details',
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fields: [
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{
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label: 'Salutation',
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name: 'salutation',
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type: 'link',
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doctype: 'Salutation',
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placeholder: 'Mr',
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},
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{
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label: 'First Name',
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name: 'first_name',
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type: 'data',
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placeholder: 'John',
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},
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{
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label: 'Last Name',
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name: 'last_name',
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type: 'data',
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placeholder: 'Doe',
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},
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{
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label: 'Email',
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name: 'email',
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type: 'data',
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placeholder: 'john@doe.com',
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},
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{
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label: 'Mobile No',
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name: 'mobile_no',
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type: 'data',
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placeholder: '+91 1234567890',
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},
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{
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label: 'Gender',
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name: 'gender',
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type: 'link',
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doctype: 'Gender',
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placeholder: 'Male',
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},
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],
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})
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}
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fields.push({
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section: 'Deal Details',
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fields: [
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{
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label: 'Status',
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name: 'status',
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type: 'select',
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options: statusOptions('deal', (field, value) => (deal[field] = value)),
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prefix: getDealStatus(deal.status).iconColorClass,
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},
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{
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label: 'Deal Owner',
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name: 'deal_owner',
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type: 'user',
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placeholder: 'Deal Owner',
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doctype: 'User',
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},
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],
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})
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return fields
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})
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function createDeal() {
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createResource({
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url: 'crm.fcrm.doctype.crm_deal.crm_deal.create_deal',
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params: { args: deal },
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auto: true,
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validate() {
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error.value = null
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if (deal.website && !deal.website.startsWith('http')) {
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deal.website = 'https://' + deal.website
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}
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if (deal.annual_revenue) {
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deal.annual_revenue = deal.annual_revenue.replace(/,/g, '')
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if (isNaN(deal.annual_revenue)) {
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error.value = __('Annual Revenue should be a number')
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return error.value
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}
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}
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if (deal.mobile_no && isNaN(deal.mobile_no.replace(/[-+() ]/g, ''))) {
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error.value = __('Mobile No should be a number')
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return error.value
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}
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if (deal.email && !deal.email.includes('@')) {
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error.value = __('Invalid Email')
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return error.value
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}
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isDealCreating.value = true
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},
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onSuccess(name) {
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isDealCreating.value = false
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show.value = false
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router.push({ name: 'Deal', params: { dealId: name } })
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},
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})
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}
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onMounted(() => {
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if (!deal.status) {
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deal.status = computed(() => getDealStatus().name)
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}
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if (!deal.deal_owner) {
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deal.deal_owner = getUser().email
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}
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})
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</script>
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<style scoped>
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:deep(.form-control select) {
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padding-left: 2rem;
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}
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</style>
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@ -1,190 +0,0 @@
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<template>
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<div class="flex flex-col gap-4">
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<div v-for="section in allFields" :key="section.section">
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<div class="grid grid-cols-3 gap-4">
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<div v-for="field in section.fields" :key="field.name">
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<div class="mb-2 text-sm text-gray-600">{{ field.label }}</div>
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<FormControl
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v-if="field.type === 'select'"
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type="select"
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class="form-control"
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:options="field.options"
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v-model="newDeal[field.name]"
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>
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<template v-if="field.prefix" #prefix>
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<IndicatorIcon :class="field.prefix" />
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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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v-model="newDeal[field.name]"
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/>
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<Link
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v-else-if="field.type === 'link'"
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class="form-control"
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:value="newDeal[field.name]"
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:doctype="field.doctype"
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@change="(e) => field.change(e)"
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:placeholder="field.placeholder"
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:onCreate="field.create"
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/>
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<Link
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v-else-if="field.type === 'user'"
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class="form-control"
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:value="getUser(newDeal[field.name]).full_name"
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:doctype="field.doctype"
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@change="(e) => field.change(e)"
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:placeholder="field.placeholder"
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:hideMe="true"
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>
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<template #prefix>
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<UserAvatar class="mr-2" :user="newDeal[field.name]" 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.value" size="sm" />
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</template>
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<template #item-label="{ option }">
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<Tooltip :text="option.value">
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<div class="cursor-pointer">
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{{ getUser(option.value).full_name }}
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</div>
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</Tooltip>
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</template>
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</Link>
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<FormControl
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v-else
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type="text"
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:placeholder="field.placeholder"
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v-model="newDeal[field.name]"
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/>
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</div>
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</div>
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</div>
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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) => (newDeal.organization = doc.name),
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}"
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/>
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</template>
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<script setup>
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import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import Link from '@/components/Controls/Link.vue'
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import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
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import { usersStore } from '@/stores/users'
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import { statusesStore } from '@/stores/statuses'
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import { Tooltip } from 'frappe-ui'
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import { computed, onMounted, ref } from 'vue'
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const { getUser } = usersStore()
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const { getDealStatus, statusOptions } = statusesStore()
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const props = defineProps({
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newDeal: {
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type: Object,
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required: true,
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},
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})
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const showOrganizationModal = ref(false)
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const _organization = ref({})
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const allFields = computed(() => {
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return [
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{
|
||||
section: 'Deal Details',
|
||||
fields: [
|
||||
{
|
||||
label: 'Salutation',
|
||||
name: 'salutation',
|
||||
type: 'link',
|
||||
doctype: 'Salutation',
|
||||
placeholder: 'Mr.',
|
||||
change: (data) => (props.newDeal.salutation = data),
|
||||
},
|
||||
{
|
||||
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',
|
||||
},
|
||||
],
|
||||
},
|
||||
{
|
||||
section: 'Other Details',
|
||||
fields: [
|
||||
{
|
||||
label: 'Organization',
|
||||
name: 'organization',
|
||||
type: 'link',
|
||||
placeholder: 'Frappé Technologies',
|
||||
doctype: 'CRM Organization',
|
||||
change: (data) => (props.newDeal.organization = data),
|
||||
create: (value, close) => {
|
||||
_organization.value.organization_name = value
|
||||
showOrganizationModal.value = true
|
||||
close()
|
||||
},
|
||||
},
|
||||
{
|
||||
label: 'Status',
|
||||
name: 'status',
|
||||
type: 'select',
|
||||
options: statusOptions(
|
||||
'deal',
|
||||
(field, value) => (props.newDeal[field] = value)
|
||||
),
|
||||
prefix: getDealStatus(props.newDeal.status).iconColorClass,
|
||||
},
|
||||
{
|
||||
label: 'Deal Owner',
|
||||
name: 'deal_owner',
|
||||
type: 'user',
|
||||
placeholder: 'Deal Owner',
|
||||
doctype: 'User',
|
||||
change: (data) => (props.newDeal.deal_owner = data),
|
||||
},
|
||||
],
|
||||
},
|
||||
]
|
||||
})
|
||||
|
||||
onMounted(() => {
|
||||
if (!props.newDeal.status) {
|
||||
props.newDeal.status = getDealStatus(props.newDeal.status).name
|
||||
}
|
||||
if (!props.newDeal.deal_owner) {
|
||||
props.newDeal.deal_owner = getUser().email
|
||||
}
|
||||
})
|
||||
</script>
|
||||
|
||||
<style scoped>
|
||||
:deep(.form-control select) {
|
||||
padding-left: 2rem;
|
||||
}
|
||||
</style>
|
||||
@ -11,7 +11,7 @@
|
||||
<Button
|
||||
variant="solid"
|
||||
:label="__('Create')"
|
||||
@click="showNewDialog = true"
|
||||
@click="showDealModal = true"
|
||||
>
|
||||
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
|
||||
</Button>
|
||||
@ -49,31 +49,12 @@
|
||||
>
|
||||
<DealsIcon class="h-10 w-10" />
|
||||
<span>{{ __('No Deals Found') }}</span>
|
||||
<Button :label="__('Create')" @click="showNewDialog = true">
|
||||
<Button :label="__('Create')" @click="showDealModal = true">
|
||||
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
<Dialog
|
||||
v-model="showNewDialog"
|
||||
:options="{
|
||||
size: '3xl',
|
||||
title: __('New Deal'),
|
||||
}"
|
||||
>
|
||||
<template #body-content>
|
||||
<NewDeal :newDeal="newDeal" />
|
||||
</template>
|
||||
<template #actions="{ close }">
|
||||
<div class="flex flex-row-reverse gap-2">
|
||||
<Button
|
||||
variant="solid"
|
||||
:label="__('Save')"
|
||||
@click="createNewDeal(close)"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
</Dialog>
|
||||
<DealModal v-model="showDealModal" />
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
@ -81,7 +62,7 @@ import CustomActions from '@/components/CustomActions.vue'
|
||||
import DealsIcon from '@/components/Icons/DealsIcon.vue'
|
||||
import LayoutHeader from '@/components/LayoutHeader.vue'
|
||||
import DealsListView from '@/components/ListViews/DealsListView.vue'
|
||||
import NewDeal from '@/components/NewDeal.vue'
|
||||
import DealModal from '@/components/Modals/DealModal.vue'
|
||||
import ViewControls from '@/components/ViewControls.vue'
|
||||
import { usersStore } from '@/stores/users'
|
||||
import { organizationsStore } from '@/stores/organizations'
|
||||
@ -92,11 +73,9 @@ import {
|
||||
timeAgo,
|
||||
formatNumberIntoCurrency,
|
||||
formatTime,
|
||||
createToast,
|
||||
} from '@/utils'
|
||||
import { createResource, Breadcrumbs } from 'frappe-ui'
|
||||
import { useRouter } from 'vue-router'
|
||||
import { ref, computed, reactive } from 'vue'
|
||||
import { Breadcrumbs } from 'frappe-ui'
|
||||
import { ref, computed } from 'vue'
|
||||
|
||||
const breadcrumbs = [{ label: __('Deals'), route: { name: 'Deals' } }]
|
||||
|
||||
@ -104,9 +83,8 @@ const { getUser } = usersStore()
|
||||
const { getOrganization } = organizationsStore()
|
||||
const { getDealStatus } = statusesStore()
|
||||
|
||||
const router = useRouter()
|
||||
|
||||
const dealsListView = ref(null)
|
||||
const showDealModal = ref(false)
|
||||
|
||||
// deals data is loaded in the ViewControls component
|
||||
const deals = ref({})
|
||||
@ -197,53 +175,4 @@ const rows = computed(() => {
|
||||
return _rows
|
||||
})
|
||||
})
|
||||
|
||||
// New Deal
|
||||
const showNewDialog = ref(false)
|
||||
|
||||
let newDeal = reactive({
|
||||
organization: '',
|
||||
status: '',
|
||||
email: '',
|
||||
mobile_no: '',
|
||||
deal_owner: '',
|
||||
})
|
||||
|
||||
const createDeal = createResource({
|
||||
url: 'frappe.client.insert',
|
||||
makeParams(values) {
|
||||
return {
|
||||
doc: {
|
||||
doctype: 'CRM Deal',
|
||||
...values,
|
||||
},
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
function createNewDeal(close) {
|
||||
createDeal
|
||||
.submit(newDeal, {
|
||||
validate() {
|
||||
if (!newDeal.first_name) {
|
||||
createToast({
|
||||
title: __('Error creating deal'),
|
||||
text: __('First name is required'),
|
||||
icon: 'x',
|
||||
iconClasses: 'text-red-600',
|
||||
})
|
||||
return __('First name is required')
|
||||
}
|
||||
},
|
||||
onSuccess(data) {
|
||||
router.push({
|
||||
name: 'Deal',
|
||||
params: {
|
||||
dealId: data.name,
|
||||
},
|
||||
})
|
||||
},
|
||||
})
|
||||
.then(close)
|
||||
}
|
||||
</script>
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user