1
0
forked from test/crm

feat: load list column from default lead/deal list data from backend

This commit is contained in:
Shariq Ansari 2023-11-27 18:26:15 +05:30
parent 5852acec42
commit e311637176
5 changed files with 219 additions and 178 deletions

View File

@ -12,6 +12,7 @@ def sort_options(doctype: str):
return c.sort_options() return c.sort_options()
@frappe.whitelist() @frappe.whitelist()
def get_filterable_fields(doctype: str): def get_filterable_fields(doctype: str):
DocField = frappe.qb.DocType("DocField") DocField = frappe.qb.DocType("DocField")
@ -46,6 +47,34 @@ def get_filterable_fields(doctype: str):
res.extend(from_doc_fields) res.extend(from_doc_fields)
return res return res
@frappe.whitelist()
def get_list_data(doctype: str, filters: dict, order_by: str):
columns = []
rows = []
data_fields = []
list = get_controller(doctype)
if hasattr(list, "default_list_data"):
columns = list.default_list_data().get("columns")
data_fields = list.default_list_data().get("data_fields")
rows = [i['key'] for i in columns]
rows = rows + data_fields
data = frappe.get_all(
doctype,
fields=rows,
filters=filters,
order_by=order_by,
page_length=20,
) or []
return {'data': data, 'columns': columns, 'rows': rows}
@frappe.whitelist() @frappe.whitelist()
def get_doctype_fields(doctype): def get_doctype_fields(doctype):
not_allowed_fieldtypes = [ not_allowed_fieldtypes = [
@ -87,6 +116,7 @@ def get_doctype_fields(doctype):
return all_fields return all_fields
def get_field_obj(field): def get_field_obj(field):
obj = { obj = {
"label": field.label, "label": field.label,
@ -107,6 +137,7 @@ def get_field_obj(field):
return obj return obj
def get_type(field): def get_type(field):
if field.fieldtype == "Data" and field.options == "Phone": if field.fieldtype == "Data" and field.options == "Phone":
return "phone" return "phone"
@ -120,4 +151,4 @@ def get_type(field):
return "textarea" return "textarea"
elif field.read_only: elif field.read_only:
return "read_only" return "read_only"
return field.fieldtype.lower() return field.fieldtype.lower()

View File

@ -57,6 +57,48 @@ class CRMDeal(Document):
{ "label": 'Mobile no', "value": 'mobile_no' }, { "label": 'Mobile no', "value": 'mobile_no' },
] ]
@staticmethod
def default_list_data():
columns = [
{
'label': 'Organization',
'key': 'organization',
'width': '11rem',
},
{
'label': 'Amount',
'key': 'annual_revenue',
'width': '9rem',
},
{
'label': 'Status',
'key': 'status',
'width': '10rem',
},
{
'label': 'Email',
'key': 'email',
'width': '12rem',
},
{
'label': 'Mobile no',
'key': 'mobile_no',
'width': '11rem',
},
{
'label': 'Deal owner',
'key': 'deal_owner',
'width': '10rem',
},
{
'label': 'Last modified',
'key': 'modified',
'width': '8rem',
},
]
data_fields = ['name']
return {'columns': columns, 'data_fields': data_fields}
@frappe.whitelist() @frappe.whitelist()
def add_contact(deal, contact): def add_contact(deal, contact):
if not frappe.has_permission("CRM Deal", "write", deal): if not frappe.has_permission("CRM Deal", "write", deal):

View File

@ -136,6 +136,48 @@ class CRMLead(Document):
{ "label": 'Mobile no', "value": 'mobile_no' }, { "label": 'Mobile no', "value": 'mobile_no' },
] ]
@staticmethod
def default_list_data():
columns = [
{
'label': 'Name',
'key': 'lead_name',
'width': '12rem',
},
{
'label': 'Organization',
'key': 'organization',
'width': '10rem',
},
{
'label': 'Status',
'key': 'status',
'width': '8rem',
},
{
'label': 'Email',
'key': 'email',
'width': '12rem',
},
{
'label': 'Mobile no',
'key': 'mobile_no',
'width': '11rem',
},
{
'label': 'Lead owner',
'key': 'lead_owner',
'width': '10rem',
},
{
'label': 'Last modified',
'key': 'modified',
'width': '8rem',
},
]
data_fields = ['name', 'first_name', 'image']
return {'columns': columns, 'data_fields': data_fields}
@frappe.whitelist() @frappe.whitelist()
def convert_to_deal(lead): def convert_to_deal(lead):
if not frappe.has_permission("CRM Lead", "write", lead): if not frappe.has_permission("CRM Lead", "write", lead):

View File

@ -33,7 +33,7 @@
<Button icon="more-horizontal" /> <Button icon="more-horizontal" />
</div> </div>
</div> </div>
<DealsListView :rows="rows" :columns="columns" /> <DealsListView v-if="deals.data" :rows="rows" :columns="deals.data.columns" />
<Dialog <Dialog
v-model="showNewDialog" v-model="showNewDialog"
:options="{ :options="{
@ -95,26 +95,20 @@ const currentView = ref({
icon: 'list', icon: 'list',
}) })
function getFilter() { function getParams() {
return getArgs() || {} const filters = getArgs() || {}
const order_by = getOrderBy() || 'modified desc'
return {
doctype: 'CRM Deal',
filters: filters,
order_by: order_by,
}
} }
const deals = createListResource({ const deals = createResource({
type: 'list', url: 'crm.api.doc.get_list_data',
doctype: 'CRM Deal', params: getParams(),
fields: [
'name',
'organization',
'annual_revenue',
'status',
'email',
'mobile_no',
'deal_owner',
'modified',
],
filters: getFilter(),
orderBy: 'modified desc',
pageLength: 20,
auto: true, auto: true,
}) })
@ -122,7 +116,7 @@ watch(
() => getOrderBy(), () => getOrderBy(),
(value, old_value) => { (value, old_value) => {
if (!value && !old_value) return if (!value && !old_value) return
deals.orderBy = getOrderBy() || 'modified desc' deals.params = getParams()
deals.reload() deals.reload()
}, },
{ immediate: true } { immediate: true }
@ -132,75 +126,44 @@ watch(
storage, storage,
useDebounceFn((value, old_value) => { useDebounceFn((value, old_value) => {
if (JSON.stringify([...value]) === JSON.stringify([...old_value])) return if (JSON.stringify([...value]) === JSON.stringify([...old_value])) return
deals.filters = getFilter() deals.params = getParams()
deals.reload() deals.reload()
}, 300), }, 300),
{ deep: true } { deep: true }
) )
const columns = [
{
label: 'Organization',
key: 'organization',
width: '11rem',
},
{
label: 'Amount',
key: 'annual_revenue',
width: '9rem',
},
{
label: 'Status',
key: 'status',
width: '10rem',
},
{
label: 'Email',
key: 'email',
width: '12rem',
},
{
label: 'Mobile no',
key: 'mobile_no',
width: '11rem',
},
{
label: 'Deal owner',
key: 'deal_owner',
width: '10rem',
},
{
label: 'Last modified',
key: 'modified',
width: '8rem',
},
]
const rows = computed(() => { const rows = computed(() => {
if (!deals.data) return [] if (!deals.data?.data) return []
return deals.data.map((deal) => { return deals.data.data.map((deal) => {
return { let _rows = {}
name: deal.name, deals.data.rows.forEach((row) => {
organization: { _rows[row] = deal[row]
label: deal.organization,
logo: getOrganization(deal.organization)?.organization_logo, if (row == 'organization') {
}, _rows[row] = {
annual_revenue: formatNumberIntoCurrency(deal.annual_revenue), label: deal.organization,
status: { logo: getOrganization(deal.organization)?.organization_logo,
label: deal.status, }
color: dealStatuses[deal.status]?.color, } else if (row == 'annual_revenue') {
}, _rows[row] = formatNumberIntoCurrency(deal.annual_revenue)
email: deal.email, } else if (row == 'status') {
mobile_no: deal.mobile_no, _rows[row] = {
deal_owner: { label: deal.status,
label: deal.deal_owner && getUser(deal.deal_owner).full_name, color: dealStatuses[deal.status]?.color,
...(deal.deal_owner && getUser(deal.deal_owner)), }
}, } else if (row == 'deal_owner') {
modified: { _rows[row] = {
label: dateFormat(deal.modified, dateTooltipFormat), label: deal.deal_owner && getUser(deal.deal_owner).full_name,
timeAgo: timeAgo(deal.modified), ...(deal.deal_owner && getUser(deal.deal_owner)),
}, }
} } else if (row == 'modified') {
_rows[row] = {
label: dateFormat(deal.modified, dateTooltipFormat),
timeAgo: timeAgo(deal.modified),
}
}
})
return _rows
}) })
}) })

View File

@ -32,7 +32,11 @@
<Button icon="more-horizontal" /> <Button icon="more-horizontal" />
</div> </div>
</div> </div>
<LeadsListView :rows="rows" :columns="columns" /> <LeadsListView
v-if="leads.data"
:rows="rows"
:columns="leads.data.columns"
/>
<Dialog <Dialog
v-model="showNewDialog" v-model="showNewDialog"
:options="{ :options="{
@ -88,35 +92,24 @@ const currentView = ref({
icon: 'list', icon: 'list',
}) })
function getFilter() { function getParams() {
return { const filters = {
...(getArgs() || {}),
converted: 0, converted: 0,
...(getArgs() || {}),
}
const order_by = getOrderBy() || 'modified desc'
return {
doctype: 'CRM Lead',
filters: filters,
order_by: order_by,
} }
} }
function getSortBy() { const leads = createResource({
return getOrderBy() || 'modified desc' url: 'crm.api.doc.get_list_data',
} params: getParams(),
const leads = createListResource({
type: 'list',
doctype: 'CRM Lead',
fields: [
'name',
'first_name',
'lead_name',
'image',
'organization',
'status',
'email',
'mobile_no',
'lead_owner',
'modified',
],
filters: getFilter(),
orderBy: getSortBy(),
pageLength: 20,
auto: true, auto: true,
}) })
@ -124,7 +117,7 @@ watch(
() => getOrderBy(), () => getOrderBy(),
(value, old_value) => { (value, old_value) => {
if (!value && !old_value) return if (!value && !old_value) return
leads.orderBy = getSortBy() leads.params = getParams()
leads.reload() leads.reload()
}, },
{ immediate: true } { immediate: true }
@ -134,79 +127,49 @@ watch(
storage, storage,
useDebounceFn((value, old_value) => { useDebounceFn((value, old_value) => {
if (JSON.stringify([...value]) === JSON.stringify([...old_value])) return if (JSON.stringify([...value]) === JSON.stringify([...old_value])) return
leads.filters = getFilter() leads.params = getParams()
leads.reload() leads.reload()
}, 300), }, 300),
{ deep: true } { deep: true }
) )
const columns = [
{
label: 'Name',
key: 'lead_name',
width: '12rem',
},
{
label: 'Organization',
key: 'organization',
width: '10rem',
},
{
label: 'Status',
key: 'status',
width: '8rem',
},
{
label: 'Email',
key: 'email',
width: '12rem',
},
{
label: 'Mobile no',
key: 'mobile_no',
width: '11rem',
},
{
label: 'Lead owner',
key: 'lead_owner',
width: '10rem',
},
{
label: 'Last modified',
key: 'modified',
width: '8rem',
},
]
const rows = computed(() => { const rows = computed(() => {
if (!leads.data) return [] if (!leads.data?.data) return []
return leads.data.map((lead) => { return leads.data.data.map((lead) => {
return { let _rows = {}
name: lead.name,
lead_name: { leads.data.rows.forEach((row) => {
label: lead.lead_name, _rows[row] = lead[row]
image: lead.image,
image_label: lead.first_name, if (row == 'lead_name') {
}, _rows[row] = {
organization: { label: lead.lead_name,
label: lead.organization, image: lead.image,
logo: getOrganization(lead.organization)?.organization_logo, image_label: lead.first_name,
}, }
status: { } else if (row == 'organization') {
label: lead.status, _rows[row] = {
color: leadStatuses[lead.status]?.color, label: lead.organization,
}, logo: getOrganization(lead.organization)?.organization_logo,
email: lead.email, }
mobile_no: lead.mobile_no, } else if (row == 'status') {
lead_owner: { _rows[row] = {
label: lead.lead_owner && getUser(lead.lead_owner).full_name, label: lead.status,
...(lead.lead_owner && getUser(lead.lead_owner)), color: leadStatuses[lead.status]?.color,
}, }
modified: { } else if (row == 'lead_owner') {
label: dateFormat(lead.modified, dateTooltipFormat), _rows[row] = {
timeAgo: timeAgo(lead.modified), label: lead.lead_owner && getUser(lead.lead_owner).full_name,
}, ...(lead.lead_owner && getUser(lead.lead_owner)),
} }
} else if (row == 'modified') {
_rows[row] = {
label: dateFormat(lead.modified, dateTooltipFormat),
timeAgo: timeAgo(lead.modified),
}
}
})
return _rows
}) })
}) })