Merge pull request #29 from shariquerik/custom-fields

feat: Custom fields

crm/api/doc.py

@@ -45,3 +45,79 @@ def get_filterable_fields(doctype: str):
 	res = []
 	res.extend(from_doc_fields)
 	return res
+
+@frappe.whitelist()
+def get_doctype_fields(doctype):
+	not_allowed_fieldtypes = [
+		"Section Break",
+		"Column Break",
+	]
+
+	fields = frappe.get_meta(doctype).fields
+	fields = [field for field in fields if field.fieldtype not in not_allowed_fieldtypes]
+
+	sections = {}
+	section_fields = []
+	last_section = None
+
+	for field in fields:
+		if field.fieldtype == "Tab Break" and last_section:
+			sections[last_section]["fields"] = section_fields
+			last_section = None
+			if field.read_only:
+				section_fields = []
+				continue
+		if field.fieldtype == "Tab Break":
+			if field.read_only:
+				section_fields = []
+				continue
+			section_fields = []
+			last_section = field.fieldname
+			sections[field.fieldname] = {
+				"label": field.label,
+				"opened": True,
+				"fields": [],
+			}
+		else:
+			section_fields.append(get_field_obj(field))
+
+	all_fields = []
+	for section in sections:
+		all_fields.append(sections[section])
+
+	return all_fields
+
+def get_field_obj(field):
+	obj = {
+		"label": field.label,
+		"type": get_type(field),
+		"name": field.fieldname,
+	}
+
+	obj["placeholder"] = "Add " + field.label.lower() + "..."
+
+	if field.fieldtype == "Link":
+		obj["placeholder"] = "Select " + field.label.lower() + "..."
+		obj["doctype"] = field.options
+	elif field.fieldtype == "Select":
+		obj["options"] = [{"label": option, "value": option} for option in field.options.split("\n")]
+
+	if field.read_only:
+		obj["tooltip"] = "This field is read only and cannot be edited."
+
+	return obj
+
+def get_type(field):
+	if field.fieldtype == "Data" and field.options == "Phone":
+		return "phone"
+	elif field.fieldtype == "Data" and field.options == "Email":
+		return "email"
+	elif field.fieldtype == "Check":
+		return "checkbox"
+	elif field.fieldtype == "Int":
+		return "number"
+	elif field.fieldtype in ["Small Text", "Text", "Long Text"]:
+		return "textarea"
+	elif field.read_only:
+		return "read_only"
+	return field.fieldtype.lower()

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -6,23 +6,24 @@
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
-  "naming_series",
+  "organization_tab",
   "organization",
   "website",
   "annual_revenue",
-  "column_break_afce",
-  "deal_owner",
   "close_date",
-  "status",
   "probability",
   "next_step",
-  "section_break_eepu",
-  "lead",
-  "column_break_bqvs",
   "contacts_tab",
   "email",
   "mobile_no",
-  "contacts"
+  "contacts",
+  "others_tab",
+  "naming_series",
+  "status",
+  "deal_owner",
+  "section_break_eepu",
+  "lead",
+  "column_break_bqvs"
  ],
  "fields": [
   {
@@ -39,19 +40,17 @@
   {
    "fetch_from": "organization.annual_revenue",
    "fieldname": "annual_revenue",
-   "fieldtype": "Int",
+   "fieldtype": "Currency",
-   "label": "Annual Revenue"
+   "label": "Amount",
-  },
+   "read_only": 1
-  {
-   "fieldname": "column_break_afce",
-   "fieldtype": "Column Break"
   },
   {
    "fetch_from": "organization.website",
    "fieldname": "website",
    "fieldtype": "Data",
    "label": "Website",
-   "options": "URL"
+   "options": "URL",
+   "read_only": 1
   },
   {
    "fieldname": "close_date",
@@ -92,7 +91,8 @@
   {
    "fieldname": "contacts_tab",
    "fieldtype": "Tab Break",
-   "label": "Contacts"
+   "label": "Contacts",
+   "read_only": 1
   },
   {
    "fieldname": "email",
@@ -121,11 +121,22 @@
    "fieldtype": "Table",
    "label": "Contacts",
    "options": "CRM Contacts"
+  },
+  {
+   "fieldname": "others_tab",
+   "fieldtype": "Tab Break",
+   "label": "Others",
+   "read_only": 1
+  },
+  {
+   "fieldname": "organization_tab",
+   "fieldtype": "Tab Break",
+   "label": "Organization"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-09 19:58:15.620483",
+ "modified": "2023-11-22 17:52:31.595525",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_lead/api.py

@@ -1,24 +1,16 @@
-import json
-
 import frappe
 from frappe import _
-from frappe.desk.form.load import get_docinfo
 
 
 @frappe.whitelist()
 def get_lead(name):
 	Lead = frappe.qb.DocType("CRM Lead")
 
-	query = (
+	query = frappe.qb.from_(Lead).select("*").where(Lead.name == name).limit(1)
-		frappe.qb.from_(Lead)
-		.select("*")
-		.where(Lead.name == name)
-		.limit(1)
-	)
 
 	lead = query.run(as_dict=True)
 	if not len(lead):
 		frappe.throw(_("Lead not found"), frappe.DoesNotExistError)
 	lead = lead.pop()
 
-	return lead
+	return lead

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -8,36 +8,32 @@
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
-  "naming_series",
+  "details",
-  "salutation",
+  "organization",
-  "first_name",
+  "website",
-  "middle_name",
+  "industry",
-  "last_name",
-  "column_break_izjs",
-  "lead_name",
-  "gender",
-  "image",
-  "column_break_lcuv",
-  "lead_owner",
-  "status",
   "job_title",
   "source",
-  "converted",
+  "person_tab",
+  "salutation",
+  "first_name",
+  "last_name",
+  "email",
+  "mobile_no",
   "organization_tab",
   "section_break_uixv",
-  "organization",
+  "naming_series",
-  "no_of_employees",
+  "lead_name",
+  "middle_name",
+  "gender",
+  "phone",
   "column_break_dbsv",
-  "website",
+  "status",
+  "lead_owner",
+  "no_of_employees",
   "annual_revenue",
-  "industry",
+  "image",
-  "contact_tab",
+  "converted"
-  "section_break_ymew",
-  "email",
-  "column_break_sijm",
-  "mobile_no",
-  "column_break_sjtw",
-  "phone"
  ],
  "fields": [
   {
@@ -67,20 +63,12 @@
    "fieldtype": "Data",
    "label": "Last Name"
   },
-  {
-   "fieldname": "column_break_lcuv",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "gender",
    "fieldtype": "Link",
    "label": "Gender",
    "options": "Gender"
   },
-  {
-   "fieldname": "column_break_izjs",
-   "fieldtype": "Column Break"
-  },
   {
    "default": "Open",
    "fieldname": "status",
@@ -91,10 +79,6 @@
    "reqd": 1,
    "search_index": 1
   },
-  {
-   "fieldname": "section_break_ymew",
-   "fieldtype": "Section Break"
-  },
   {
    "fieldname": "email",
    "fieldtype": "Data",
@@ -110,20 +94,12 @@
    "options": "URL",
    "read_only": 1
   },
-  {
-   "fieldname": "column_break_sijm",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "mobile_no",
    "fieldtype": "Data",
    "label": "Mobile No",
    "options": "Phone"
   },
-  {
-   "fieldname": "column_break_sjtw",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "phone",
    "fieldtype": "Data",
@@ -192,12 +168,8 @@
   {
    "fieldname": "organization_tab",
    "fieldtype": "Tab Break",
-   "label": "Organization"
+   "label": "Others",
-  },
+   "read_only": 1
-  {
-   "fieldname": "contact_tab",
-   "fieldtype": "Tab Break",
-   "label": "Contact"
   },
   {
    "fieldname": "organization",
@@ -212,12 +184,22 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Converted"
+  },
+  {
+   "fieldname": "person_tab",
+   "fieldtype": "Tab Break",
+   "label": "Person"
+  },
+  {
+   "fieldname": "details",
+   "fieldtype": "Tab Break",
+   "label": "Details"
   }
  ],
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-13 13:35:35.783003",
+ "modified": "2023-11-22 13:03:02.261001",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",

frontend/src/components/Section.vue

@@ -0,0 +1,56 @@
+<template>
+  <slot name="header" v-bind="{ opened, open, close, toggle }">
+    <div class="flex items-center justify-between">
+      <div
+        class="flex h-7 max-w-fit cursor-pointer items-center gap-2 pl-2 pr-3 text-base font-semibold leading-5"
+        @click="toggle()"
+      >
+        <FeatherIcon
+          name="chevron-right"
+          class="h-4 text-gray-900 transition-all duration-300 ease-in-out"
+          :class="{ 'rotate-90': opened }"
+        />
+        {{ label || 'Untitled' }}
+      </div>
+      <slot name="actions"></slot>
+    </div>
+  </slot>
+  <transition
+    enter-active-class="duration-300 ease-in"
+    leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
+    enter-to-class="max-h-[200px] overflow-hidden"
+    leave-from-class="max-h-[200px] overflow-hidden"
+    enter-from-class="max-h-0 overflow-hidden"
+    leave-to-class="max-h-0 overflow-hidden"
+  >
+    <div v-if="opened">
+      <slot v-bind="{ opened, open, close, toggle }" />
+    </div>
+  </transition>
+</template>
+<script setup>
+import { FeatherIcon } from 'frappe-ui'
+import { ref } from 'vue'
+const props = defineProps({
+  label: {
+    type: String,
+    default: '',
+  },
+  isOpened: {
+    type: Boolean,
+    default: true,
+  },
+})
+function toggle() {
+  opened.value = !opened.value
+}
+
+function open() {
+  opened.value = true
+}
+
+function close() {
+  opened.value = false
+}
+let opened = ref(props.isOpened)
+</script>

frontend/src/components/SectionFields.vue

@@ -0,0 +1,119 @@
+<template>
+  <div class="flex flex-col gap-1.5 max-h-[300px] overflow-y-auto">
+    <div
+      v-for="field in fields"
+      :key="field.label"
+      class="flex items-center gap-2 px-3 text-base leading-5 first:mt-3"
+    >
+      <div class="w-[106px] shrink-0 text-gray-600">
+        {{ field.label }}
+      </div>
+      <div class="grid flex-1 items-center overflow-hidden min-h-[28px]">
+        <FormControl
+          v-if="
+            [
+              'email',
+              'number',
+              'date',
+              'password',
+              'textarea',
+              'checkbox',
+            ].includes(field.type)
+          "
+          class="form-control"
+          :type="field.type"
+          :value="data[field.name]"
+          :placeholder="field.placeholder"
+          :debounce="500"
+          @change.stop="emit('update', field.name, $event.target.value)"
+        />
+        <FormControl
+          v-else-if="field.type === 'select'"
+          class="form-control cursor-pointer [&_select]:cursor-pointer"
+          type="select"
+          :value="data[field.name]"
+          :options="field.options"
+          :debounce="500"
+          @change.stop="emit('update', field.name, $event.target.value)"
+        />
+        <Link
+          v-else-if="field.type === 'link'"
+          class="form-control"
+          :value="data[field.name]"
+          :doctype="field.doctype"
+          :placeholder="field.placeholder"
+          @change="(data) => emit('update', field.name, data)"
+          :onCreate="field.create"
+        />
+        <Tooltip
+          v-else-if="field.type === 'read_only'"
+          class="flex h-7 cursor-pointer items-center px-2 py-1"
+          :text="field.tooltip"
+        >
+          {{ field.value }}
+        </Tooltip>
+        <FormControl
+          v-else
+          class="form-control"
+          type="text"
+          :value="data[field.name]"
+          :placeholder="field.placeholder"
+          :debounce="500"
+          @change.stop="emit('update', field.name, $event.target.value)"
+        />
+      </div>
+      <ExternalLinkIcon
+        v-if="field.type === 'link' && field.link && data[field.name]"
+        class="h-4 w-4 shrink-0 cursor-pointer text-gray-600"
+        @click="field.link(data[field.name])"
+      />
+    </div>
+  </div>
+</template>
+
+<script setup>
+import ExternalLinkIcon from '@/components/Icons/ExternalLinkIcon.vue'
+import Link from '@/components/Controls/Link.vue'
+import { FormControl, Tooltip } from 'frappe-ui'
+import { defineModel } from 'vue'
+
+const props = defineProps({
+  fields: {
+    type: Object,
+    required: true,
+  },
+})
+
+const emit = defineEmits(['update'])
+
+const data = defineModel()
+</script>
+
+<style scoped>
+:deep(.form-control input:not([type='checkbox'])),
+:deep(.form-control select),
+:deep(.form-control textarea),
+:deep(.form-control button) {
+  border-color: transparent;
+  background: white;
+}
+
+:deep(.form-control button) {
+  gap: 0;
+}
+:deep(.form-control [type='checkbox']) {
+  margin-left: 9px;
+  cursor: pointer;
+}
+
+:deep(.form-control button > div) {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+:deep(.form-control button svg) {
+  color: white;
+  width: 0;
+}
+</style>

frontend/src/components/Toggler.vue

@@ -1,24 +0,0 @@
-<template>
-  <slot v-bind="{ opened, open, close, toggle }"></slot>
-</template>
-<script setup>
-import { ref } from 'vue'
-const props = defineProps({
-  isOpened: {
-    type: Boolean,
-    default: true,
-  },
-})
-function toggle() {
-  opened.value = !opened.value
-}
-
-function open() {
-  opened.value = true
-}
-
-function close() {
-  opened.value = false
-}
-let opened = ref(props.isOpened)
-</script>

frontend/src/pages/Deal.vue

@@ -96,24 +96,13 @@
       <div 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"
+            v-for="(section, i) in detailSections.data"
             :key="section.label"
             class="flex flex-col p-3"
-            :class="{ 'border-b': i !== detailSections.length - 1 }"
+            :class="{ 'border-b': i !== detailSections.data.length - 1 }"
           >
-            <Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
+            <Section :is-opened="section.opened" :label="section.label">
-              <div class="flex items-center justify-between">
+              <template #actions>
-                <div
-                  class="flex h-7 max-w-fit cursor-pointer items-center gap-2 pl-2 pr-3 text-base font-semibold leading-5"
-                  @click="toggle()"
-                >
-                  <FeatherIcon
-                    name="chevron-right"
-                    class="h-4 text-gray-900 transition-all duration-300 ease-in-out"
-                    :class="{ 'rotate-90': opened }"
-                  />
-                  {{ section.label }}
-                </div>
                 <div v-if="section.contacts" class="pr-2">
                   <Link
                     value=""
@@ -143,180 +132,103 @@
                     </template>
                   </Link>
                 </div>
-              </div>
+              </template>
-              <transition
+              <SectionFields
-                enter-active-class="duration-300 ease-in"
+                v-if="section.fields"
-                leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
+                :fields="section.fields"
-                enter-to-class="max-h-[200px] overflow-hidden"
+                v-model="deal.data"
-                leave-from-class="max-h-[200px] overflow-hidden"
+                @update="updateField"
-                enter-from-class="max-h-0 overflow-hidden"
+              />
-                leave-to-class="max-h-0 overflow-hidden"
+              <div v-else>
-              >
+                <div
-                <div v-if="opened" class="flex flex-col gap-1.5">
+                  v-if="section.contacts.length"
+                  v-for="(contact, i) in section.contacts"
+                  :key="contact.name"
+                >
                   <div
-                    v-if="section.fields"
+                    class="px-2 pb-2.5"
-                    v-for="field in section.fields"
+                    :class="[i == 0 ? 'pt-5' : 'pt-2.5']"
-                    :key="field.label"
-                    class="flex items-center gap-2 px-3 text-base leading-5 first:mt-3"
                   >
-                    <div class="w-[106px] shrink-0 text-gray-600">
+                    <Section :is-opened="contact.opened">
-                      {{ field.label }}
+                      <template #header="{ opened, toggle }">
-                    </div>
+                        <div
-                    <div class="flex-1 overflow-hidden">
+                          class="flex cursor-pointer items-center justify-between gap-2 pr-1 text-base leading-5 text-gray-700"
-                      <Link
-                        v-if="field.type === 'link'"
-                        class="form-control"
-                        :value="deal.data[field.name]"
-                        :doctype="field.doctype"
-                        :placeholder="field.placeholder"
-                        @change="(e) => field.change(e)"
-                        :onCreate="field.create"
-                      />
-                      <FormControl
-                        v-else-if="field.type === 'date'"
-                        type="date"
-                        :value="deal.data[field.name]"
-                        @change.stop="
-                          updateDeal(field.name, $event.target.value)
-                        "
-                        :debounce="500"
-                        class="form-control"
-                      />
-                      <Tooltip
-                        :text="field.tooltip"
-                        class="flex h-7 cursor-pointer items-center px-2 py-1"
-                        v-else-if="field.type === 'read_only'"
-                      >
-                        {{ field.value }}
-                      </Tooltip>
-                      <FormControl
-                        v-else
-                        type="text"
-                        :value="deal.data[field.name]"
-                        @change.stop="
-                          updateDeal(field.name, $event.target.value)
-                        "
-                        :debounce="500"
-                        class="form-control"
-                      />
-                    </div>
-                    <ExternalLinkIcon
-                      v-if="
-                        field.type === 'link' &&
-                        field.link &&
-                        deal.data[field.name]
-                      "
-                      class="h-4 w-4 shrink-0 cursor-pointer text-gray-600"
-                      @click="field.link(deal.data[field.name])"
-                    />
-                  </div>
-                  <div v-else>
-                    <div
-                      v-if="section.contacts.length"
-                      v-for="(contact, i) in section.contacts"
-                      :key="contact.name"
-                    >
-                      <div
-                        class="px-2 pb-2.5"
-                        :class="[i == 0 ? 'pt-5' : 'pt-2.5']"
-                      >
-                        <Toggler
-                          :is-opened="contact.opened"
-                          v-slot="{ opened: cOpened, toggle: cToggle }"
                         >
                           <div
-                            class="flex cursor-pointer items-center justify-between gap-2 pr-1 text-base leading-5 text-gray-700"
+                            class="flex h-7 items-center gap-2"
+                            @click="toggle()"
                           >
-                            <div
+                            <Avatar
-                              class="flex h-7 items-center gap-2"
+                              :label="getContactByName(contact.name).full_name"
-                              @click="cToggle()"
+                              :image="getContactByName(contact.name).image"
-                            >
+                              size="md"
-                              <Avatar
+                            />
-                                :label="
+                            {{ getContactByName(contact.name).full_name }}
-                                  getContactByName(contact.name).full_name
+                            <Badge
-                                "
+                              v-if="contact.is_primary"
-                                :image="getContactByName(contact.name).image"
+                              class="ml-2"
-                                size="md"
+                              variant="outline"
-                              />
+                              label="Primary"
-                              {{ getContactByName(contact.name).full_name }}
+                              theme="green"
-                              <Badge
+                            />
-                                v-if="contact.is_primary"
+                          </div>
-                                class="ml-2"
+                          <div class="flex items-center">
-                                variant="outline"
+                            <Dropdown :options="contactOptions(contact)">
-                                label="Primary"
+                              <Button variant="ghost">
-                                theme="green"
-                              />
-                            </div>
-                            <div class="flex items-center">
-                              <Dropdown :options="contactOptions(contact)">
-                                <Button variant="ghost">
-                                  <FeatherIcon
-                                    name="more-horizontal"
-                                    class="h-4 text-gray-600"
-                                  />
-                                </Button>
-                              </Dropdown>
-                              <Button
-                                variant="ghost"
-                                @click="
-                                  router.push({
-                                    name: 'Contact',
-                                    params: { contactId: contact.name },
-                                  })
-                                "
-                              >
-                                <ExternalLinkIcon class="h-4 w-4" />
-                              </Button>
-                              <Button variant="ghost" @click="cToggle()">
                                 <FeatherIcon
-                                  name="chevron-right"
+                                  name="more-horizontal"
-                                  class="h-4 w-4 text-gray-900 transition-all duration-300 ease-in-out"
+                                  class="h-4 text-gray-600"
-                                  :class="{ 'rotate-90': cOpened }"
                                 />
                               </Button>
-                            </div>
+                            </Dropdown>
-                          </div>
+                            <Button
-                          <transition
+                              variant="ghost"
-                            enter-active-class="duration-300 ease-in"
+                              @click="
-                            leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
+                                router.push({
-                            enter-to-class="max-h-[200px] overflow-hidden"
+                                  name: 'Contact',
-                            leave-from-class="max-h-[200px] overflow-hidden"
+                                  params: { contactId: contact.name },
-                            enter-from-class="max-h-0 overflow-hidden"
+                                })
-                            leave-to-class="max-h-0 overflow-hidden"
+                              "
-                          >
-                            <div
-                              v-if="cOpened"
-                              class="flex flex-col gap-1.5 text-base text-gray-800"
                             >
-                              <div
+                              <ExternalLinkIcon class="h-4 w-4" />
-                                class="flex items-center gap-3 pb-1.5 pl-1 pt-4"
+                            </Button>
-                              >
+                            <Button variant="ghost" @click="toggle()">
-                                <EmailIcon class="h-4 w-4" />
+                              <FeatherIcon
-                                {{ getContactByName(contact.name).email_id }}
+                                name="chevron-right"
-                              </div>
+                                class="h-4 w-4 text-gray-900 transition-all duration-300 ease-in-out"
-                              <div class="flex items-center gap-3 p-1 py-1.5">
+                                :class="{ 'rotate-90': opened }"
-                                <PhoneIcon class="h-4 w-4" />
+                              />
-                                {{ getContactByName(contact.name).mobile_no }}
+                            </Button>
-                              </div>
+                          </div>
-                            </div>
+                        </div>
-                          </transition>
+                      </template>
-                        </Toggler>
-                      </div>
                       <div
-                        v-if="i != section.contacts.length - 1"
+                        class="flex flex-col gap-1.5 text-base text-gray-800"
-                        class="mx-2 h-px border-t border-gray-200"
+                      >
-                      />
+                        <div class="flex items-center gap-3 pb-1.5 pl-1 pt-4">
-                    </div>
+                          <EmailIcon class="h-4 w-4" />
-                    <div
+                          {{ getContactByName(contact.name).email_id }}
-                      v-else
+                        </div>
-                      class="flex h-20 items-center justify-center text-base text-gray-600"
+                        <div class="flex items-center gap-3 p-1 py-1.5">
-                    >
+                          <PhoneIcon class="h-4 w-4" />
-                      No contacts added
+                          {{ getContactByName(contact.name).mobile_no }}
-                    </div>
+                        </div>
+                      </div>
+                    </Section>
                   </div>
+                  <div
+                    v-if="i != section.contacts.length - 1"
+                    class="mx-2 h-px border-t border-gray-200"
+                  />
                 </div>
-              </transition>
+                <div
-            </Toggler>
+                  v-else
+                  class="flex h-20 items-center justify-center text-base text-gray-600"
+                >
+                  No contacts added
+                </div>
+              </div>
+            </Section>
           </div>
         </div>
       </div>
@@ -353,12 +265,13 @@ import LinkIcon from '@/components/Icons/LinkIcon.vue'
 import ExternalLinkIcon from '@/components/Icons/ExternalLinkIcon.vue'
 import SuccessIcon from '@/components/Icons/SuccessIcon.vue'
 import LayoutHeader from '@/components/LayoutHeader.vue'
-import Toggler from '@/components/Toggler.vue'
 import Activities from '@/components/Activities.vue'
 import UserAvatar from '@/components/UserAvatar.vue'
 import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
 import ContactModal from '@/components/Modals/ContactModal.vue'
 import Link from '@/components/Controls/Link.vue'
+import Section from '@/components/Section.vue'
+import SectionFields from '@/components/SectionFields.vue'
 import {
   dealStatuses,
   statusDropdownOptions,
@@ -474,78 +387,53 @@ const tabs = [
   },
 ]
 
-const detailSections = computed(() => {
+const detailSections = createResource({
-  return [
+  url: 'crm.api.doc.get_doctype_fields',
-    {
+  params: { doctype: 'CRM Deal' },
-      label: 'Organization',
+  cache: 'dealFields',
-      opened: true,
+  auto: true,
-      fields: [
+  transform: (data) => {
-        {
+    return getParsedFields(data)
-          label: 'Organization',
+  },
-          type: 'link',
-          name: 'organization',
-          placeholder: 'Select organization',
-          doctype: 'CRM Organization',
-          change: (data) => updateField('organization', data),
-          create: (value, close) => {
-            _organization.value.organization_name = value
-            showOrganizationModal.value = true
-            close()
-          },
-          link: () => {
-            router.push({
-              name: 'Organization',
-              params: { organizationId: organization.value.name },
-            })
-          },
-        },
-        {
-          label: 'Website',
-          type: 'read_only',
-          name: 'website',
-          value: organization.value?.website,
-          tooltip:
-            'It is a read only field, value is fetched from organization',
-        },
-        {
-          label: 'Amount',
-          type: 'read_only',
-          name: 'annual_revenue',
-          value: organization.value?.annual_revenue,
-          tooltip:
-            'It is a read only field, value is fetched from organization',
-        },
-        {
-          label: 'Close date',
-          type: 'date',
-          name: 'close_date',
-        },
-        {
-          label: 'Probability',
-          type: 'data',
-          name: 'probability',
-        },
-        {
-          label: 'Next step',
-          type: 'data',
-          name: 'next_step',
-        },
-      ],
-    },
-    {
-      label: 'Contacts',
-      opened: true,
-      contacts: deal.data.contacts.map((contact) => {
-        return {
-          name: contact.contact,
-          is_primary: contact.is_primary,
-          opened: false,
-        }
-      }),
-    },
-  ]
 })
 
+function getParsedFields(sections) {
+  sections.forEach((section) => {
+    section.fields.forEach((field) => {
+      if (['website', 'annual_revenue'].includes(field.name)) {
+        field.value = organization.value?.[field.name]
+        field.tooltip =
+          'This field is read-only and is fetched from the organization'
+      } else if (field.name == 'organization') {
+        field.create = (value, close) => {
+          _organization.value.organization_name = value
+          showOrganizationModal.value = true
+          close()
+        }
+        field.link = () =>
+          router.push({
+            name: 'Organization',
+            params: { organizationId: deal.data.organization },
+          })
+      }
+    })
+  })
+
+  let contactSection = {
+    label: 'Contacts',
+    opened: true,
+    contacts: deal.data.contacts.map((contact) => {
+      return {
+        name: contact.contact,
+        is_primary: contact.is_primary,
+        opened: false,
+      }
+    }),
+  }
+
+  return [...sections, contactSection]
+}
+
 const showContactModal = ref(false)
 const _contact = ref({})
 
@@ -628,26 +516,3 @@ function updateField(name, value, callback) {
   })
 }
 </script>
-
-<style scoped>
-:deep(.form-control input),
-:deep(.form-control button) {
-  border-color: transparent;
-  background: white;
-}
-
-:deep(.form-control button) {
-  gap: 0;
-}
-
-:deep(.form-control button > div) {
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-:deep(.form-control button svg) {
-  color: white;
-  width: 0;
-}
-</style>

frontend/src/pages/Lead.vue

@@ -57,7 +57,7 @@
         :validateFile="validateFile"
       >
         <template #default="{ openFileSelector, error }">
-          <div class="flex items-center justify-start gap-5 p-5">
+          <div class="flex items-center justify-start gap-5 border-b p-5">
             <div class="group relative h-[88px] w-[88px]">
               <Avatar
                 size="3xl"
@@ -135,143 +135,18 @@
       <div class="flex flex-1 flex-col justify-between overflow-hidden">
         <div class="flex flex-col overflow-y-auto">
           <div
-            v-for="section in detailSections"
+            v-for="(section, i) in detailSections.data"
             :key="section.label"
-            class="flex flex-col"
+            class="flex flex-col p-3"
+            :class="{ 'border-b': i !== detailSections.data.length - 1 }"
           >
-            <Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
+            <Section :is-opened="section.opened" :label="section.label">
-              <div class="sticky top-0 z-10 border-t bg-white p-3">
+              <SectionFields
-                <div
+                :fields="section.fields"
-                  class="flex max-w-fit cursor-pointer items-center gap-2 px-2 text-base font-semibold leading-5"
+                v-model="lead.data"
-                  @click="toggle()"
+                @update="updateField"
-                >
+              />
-                  <FeatherIcon
+            </Section>
-                    name="chevron-right"
-                    class="h-4 text-gray-600 transition-all duration-300 ease-in-out"
-                    :class="{ 'rotate-90': opened }"
-                  />
-                  {{ section.label }}
-                </div>
-              </div>
-              <transition
-                enter-active-class="duration-300 ease-in"
-                leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
-                enter-to-class="max-h-[200px] overflow-hidden"
-                leave-from-class="max-h-[200px] overflow-hidden"
-                enter-from-class="max-h-0 overflow-hidden"
-                leave-to-class="max-h-0 overflow-hidden"
-              >
-                <div v-if="opened" class="flex flex-col gap-1.5 px-3">
-                  <div
-                    v-for="field in section.fields"
-                    :key="field.name"
-                    class="flex items-center gap-2 px-3 text-base leading-5 last:mb-3"
-                  >
-                    <div class="w-[106px] shrink-0 text-gray-600">
-                      {{ field.label }}
-                    </div>
-                    <div class="flex-1 overflow-hidden">
-                      <FormControl
-                        v-if="field.type === 'select'"
-                        type="select"
-                        :options="field.options"
-                        :value="lead.data[field.name]"
-                        @change.stop="
-                          updateLead(field.name, $event.target.value)
-                        "
-                        :debounce="500"
-                        class="form-control cursor-pointer [&_select]:cursor-pointer"
-                      >
-                        <template #prefix>
-                          <IndicatorIcon
-                            :class="leadStatuses[lead.data[field.name]].color"
-                          />
-                        </template>
-                      </FormControl>
-                      <FormControl
-                        v-else-if="field.type === 'email'"
-                        type="email"
-                        class="form-control"
-                        :value="lead.data[field.name]"
-                        @change.stop="
-                          updateLead(field.name, $event.target.value)
-                        "
-                        :debounce="500"
-                      />
-                      <Link
-                        v-else-if="field.type === 'link'"
-                        class="form-control"
-                        :value="lead.data[field.name]"
-                        :doctype="field.doctype"
-                        :placeholder="field.placeholder"
-                        @change="(e) => field.change(e)"
-                        :onCreate="field.create"
-                      />
-                      <FormControl
-                        v-else-if="field.type === 'user'"
-                        type="autocomplete"
-                        :options="activeAgents"
-                        :value="getUser(lead.data[field.name]).full_name"
-                        @change="
-                          (option) => updateField('lead_owner', option.email)
-                        "
-                        class="form-control"
-                        :placeholder="field.placeholder"
-                      >
-                        <template #target="{ togglePopover }">
-                          <Button
-                            variant="ghost"
-                            @click="togglePopover()"
-                            :label="getUser(lead.data[field.name]).full_name"
-                            class="w-full !justify-start"
-                          >
-                            <template #prefix>
-                              <UserAvatar
-                                :user="lead.data[field.name]"
-                                size="sm"
-                              />
-                            </template>
-                          </Button>
-                        </template>
-                        <template #item-prefix="{ option }">
-                          <UserAvatar
-                            class="mr-2"
-                            :user="option.email"
-                            size="sm"
-                          />
-                        </template>
-                      </FormControl>
-                      <Tooltip
-                        :text="field.tooltip"
-                        class="flex h-7 cursor-pointer items-center px-2 py-1"
-                        v-else-if="field.type === 'read_only'"
-                      >
-                        {{ field.value }}
-                      </Tooltip>
-                      <FormControl
-                        v-else
-                        type="text"
-                        :value="lead.data[field.name]"
-                        @change.stop="
-                          updateLead(field.name, $event.target.value)
-                        "
-                        class="form-control"
-                        :debounce="500"
-                      />
-                    </div>
-                    <ExternalLinkIcon
-                      v-if="
-                        field.type === 'link' &&
-                        field.link &&
-                        lead.data[field.name]
-                      "
-                      class="h-4 w-4 shrink-0 cursor-pointer text-gray-600"
-                      @click="field.link(lead.data[field.name])"
-                    />
-                  </div>
-                </div>
-              </transition>
-            </Toggler>
           </div>
         </div>
       </div>
@@ -298,13 +173,12 @@ import NoteIcon from '@/components/Icons/NoteIcon.vue'
 import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
 import CameraIcon from '@/components/Icons/CameraIcon.vue'
 import LinkIcon from '@/components/Icons/LinkIcon.vue'
-import ExternalLinkIcon from '@/components/Icons/ExternalLinkIcon.vue'
 import LayoutHeader from '@/components/LayoutHeader.vue'
-import Toggler from '@/components/Toggler.vue'
 import Activities from '@/components/Activities.vue'
 import UserAvatar from '@/components/UserAvatar.vue'
 import OrganizationModal from '@/components/Modals/OrganizationModal.vue'
-import Link from '@/components/Controls/Link.vue'
+import Section from '@/components/Section.vue'
+import SectionFields from '@/components/SectionFields.vue'
 import {
   leadStatuses,
   statusDropdownOptions,
@@ -427,98 +301,41 @@ function validateFile(file) {
   }
 }
 
-const detailSections = computed(() => {
+const detailSections = createResource({
-  return [
+  url: 'crm.api.doc.get_doctype_fields',
-    {
+  params: { doctype: 'CRM Lead' },
-      label: 'Details',
+  cache: 'leadFields',
-      opened: true,
+  auto: true,
-      fields: [
+  transform: (data) => {
-        {
+    return getParsedFields(data)
-          label: 'Organization',
+  },
-          type: 'link',
-          name: 'organization',
-          placeholder: 'Select organization',
-          doctype: 'CRM Organization',
-          change: (data) => data && updateField('organization', data),
-          create: (value, close) => {
-            _organization.value.organization_name = value
-            showOrganizationModal.value = true
-            close()
-          },
-          link: () =>
-            router.push({
-              name: 'Organization',
-              params: { organizationId: lead.data.organization },
-            }),
-        },
-        {
-          label: 'Website',
-          type: 'read_only',
-          name: 'website',
-          value: organization.value?.website,
-          tooltip:
-            'It is a read only field, value is fetched from organization',
-        },
-        {
-          label: 'Industry',
-          type: 'read_only',
-          name: 'industry',
-          value: organization.value?.industry,
-          tooltip:
-            'It is a read only field, value is fetched from organization',
-        },
-        {
-          label: 'Job title',
-          type: 'data',
-          name: 'job_title',
-        },
-        {
-          label: 'Source',
-          type: 'link',
-          name: 'source',
-          placeholder: 'Select source...',
-          doctype: 'CRM Lead Source',
-          change: (data) => updateField('source', data),
-        },
-      ],
-    },
-    {
-      label: 'Person',
-      opened: true,
-      fields: [
-        {
-          label: 'Salutation',
-          type: 'link',
-          name: 'salutation',
-          placeholder: 'Mr./Mrs./Ms...',
-          doctype: 'Salutation',
-          change: (data) => updateField('salutation', data),
-        },
-        {
-          label: 'First name',
-          type: 'data',
-          name: 'first_name',
-        },
-        {
-          label: 'Last name',
-          type: 'data',
-          name: 'last_name',
-        },
-        {
-          label: 'Email',
-          type: 'email',
-          name: 'email',
-        },
-        {
-          label: 'Mobile no.',
-          type: 'phone',
-          name: 'mobile_no',
-        },
-      ],
-    },
-  ]
 })
 
+function getParsedFields(sections) {
+  sections.forEach((section) => {
+    section.fields.forEach((field) => {
+      if (['website', 'industry'].includes(field.name)) {
+        field.value = organization.value?.[field.name]
+        field.tooltip =
+          'This field is read-only and is fetched from the organization'
+      } else if (field.name == 'organization') {
+        field.create = (value, close) => {
+          _organization.value.organization_name = value
+          showOrganizationModal.value = true
+          close()
+        }
+        field.link = () =>
+          router.push({
+            name: 'Organization',
+            params: { organizationId: lead.data.organization },
+          })
+      }
+    })
+  })
+
+  return sections
+}
+
 const organization = computed(() => {
   return getOrganization(lead.data.organization)
 })
@@ -540,27 +357,3 @@ function updateField(name, value, callback) {
   })
 }
 </script>
-
-<style scoped>
-:deep(.form-control input),
-:deep(.form-control select),
-:deep(.form-control button) {
-  border-color: transparent;
-  background: white;
-}
-
-:deep(.form-control button) {
-  gap: 0;
-}
-
-:deep(.form-control button > div) {
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-:deep(.form-control button svg) {
-  color: white;
-  width: 0;
-}
-</style>