507 lines
14 KiB
Vue
507 lines
14 KiB
Vue
<template>
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<LayoutHeader v-if="lead.data">
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<header
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class="relative flex h-12 items-center justify-between gap-2 py-2.5 pl-5"
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>
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<Breadcrumbs :items="breadcrumbs">
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<template #prefix="{ item }">
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<Icon v-if="item.icon" :icon="item.icon" class="mr-2 h-4" />
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</template>
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</Breadcrumbs>
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<div class="absolute right-0">
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<Dropdown :options="statusOptions('lead', updateField, customStatuses)">
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<template #default="{ open }">
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<Button
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:label="lead.data.status"
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:class="getLeadStatus(lead.data.status).colorClass"
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>
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<template #prefix>
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<IndicatorIcon />
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</template>
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<template #suffix>
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<FeatherIcon
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:name="open ? 'chevron-up' : 'chevron-down'"
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class="h-4"
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/>
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</template>
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</Button>
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</template>
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</Dropdown>
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</div>
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</header>
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</LayoutHeader>
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<div
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v-if="lead.data"
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class="flex h-12 items-center justify-between gap-2 border-b px-3 py-2.5"
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>
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<component :is="lead.data._assignedTo?.length == 1 ? 'Button' : 'div'">
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<MultipleAvatar
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:avatars="lead.data._assignedTo"
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@click="showAssignmentModal = true"
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/>
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</component>
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<div class="flex items-center gap-2">
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<CustomActions v-if="customActions" :actions="customActions" />
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<Button
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:label="__('Convert')"
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variant="solid"
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@click="showConvertToDealModal = true"
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/>
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</div>
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</div>
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<div v-if="lead?.data" class="flex h-full overflow-hidden">
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<Tabs
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v-model="tabIndex"
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v-slot="{ tab }"
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:tabs="tabs"
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tablistClass="!px-3"
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class="overflow-auto"
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>
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<div v-if="tab.name == 'Details'">
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<SLASection
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v-if="lead.data.sla_status"
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v-model="lead.data"
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@updateField="updateField"
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/>
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<div
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v-if="fieldsLayout.data"
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class="flex flex-1 flex-col justify-between overflow-hidden"
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>
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<div class="flex flex-col overflow-y-auto">
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<div
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v-for="(section, i) in fieldsLayout.data"
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:key="section.label"
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class="flex flex-col px-2 py-3 sm:p-3"
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:class="{ 'border-b': i !== fieldsLayout.data.length - 1 }"
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>
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<Section :is-opened="section.opened" :label="section.label">
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<SectionFields
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:fields="section.fields"
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:isLastSection="i == fieldsLayout.data.length - 1"
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v-model="lead.data"
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@update="updateField"
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/>
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</Section>
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</div>
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</div>
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</div>
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</div>
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<Activities
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v-else
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doctype="CRM Lead"
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:tabs="tabs"
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v-model:reload="reload"
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v-model:tabIndex="tabIndex"
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v-model="lead"
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/>
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</Tabs>
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</div>
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<AssignmentModal
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v-if="showAssignmentModal"
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v-model="showAssignmentModal"
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v-model:assignees="lead.data._assignedTo"
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:doc="lead.data"
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doctype="CRM Lead"
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/>
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<Dialog
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v-model="showConvertToDealModal"
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:options="{
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title: __('Convert to Deal'),
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size: 'xl',
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actions: [
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{
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label: __('Convert'),
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variant: 'solid',
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onClick: convertToDeal,
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},
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],
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}"
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>
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<template #body-content>
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<div class="mb-4 flex items-center gap-2 text-gray-600">
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<OrganizationsIcon class="h-4 w-4" />
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<label class="block text-base">{{ __('Organization') }}</label>
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</div>
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<div class="ml-6">
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<div class="flex items-center justify-between text-base">
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<div>{{ __('Choose Existing') }}</div>
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<Switch v-model="existingOrganizationChecked" />
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</div>
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<Link
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v-if="existingOrganizationChecked"
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class="form-control mt-2.5"
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variant="outline"
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size="md"
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:value="existingOrganization"
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doctype="CRM Organization"
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@change="(data) => (existingOrganization = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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{{
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__(
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'New organization will be created based on the data in details section',
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)
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}}
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</div>
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</div>
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<div class="mb-4 mt-6 flex items-center gap-2 text-gray-600">
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<ContactsIcon class="h-4 w-4" />
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<label class="block text-base">{{ __('Contact') }}</label>
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</div>
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<div class="ml-6">
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<div class="flex items-center justify-between text-base">
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<div>{{ __('Choose Existing') }}</div>
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<Switch v-model="existingContactChecked" />
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</div>
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<Link
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v-if="existingContactChecked"
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class="form-control mt-2.5"
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variant="outline"
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size="md"
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:value="existingContact"
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doctype="Contact"
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@change="(data) => (existingContact = data)"
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/>
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<div v-else class="mt-2.5 text-base">
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{{ __("New contact will be created based on the person's details") }}
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</div>
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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 Icon from '@/components/Icon.vue'
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import DetailsIcon from '@/components/Icons/DetailsIcon.vue'
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import ActivityIcon from '@/components/Icons/ActivityIcon.vue'
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import EmailIcon from '@/components/Icons/EmailIcon.vue'
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import CommentIcon from '@/components/Icons/CommentIcon.vue'
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import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
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import TaskIcon from '@/components/Icons/TaskIcon.vue'
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import NoteIcon from '@/components/Icons/NoteIcon.vue'
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import AttachmentIcon from '@/components/Icons/AttachmentIcon.vue'
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import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
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import IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
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import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Activities from '@/components/Activities/Activities.vue'
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import AssignmentModal from '@/components/Modals/AssignmentModal.vue'
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import MultipleAvatar from '@/components/MultipleAvatar.vue'
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import Link from '@/components/Controls/Link.vue'
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import Section from '@/components/Section.vue'
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import SectionFields from '@/components/SectionFields.vue'
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import SLASection from '@/components/SLASection.vue'
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import CustomActions from '@/components/CustomActions.vue'
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import { createToast, setupAssignees, setupCustomizations } from '@/utils'
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import { getView } from '@/utils/view'
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import { globalStore } from '@/stores/global'
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import { contactsStore } from '@/stores/contacts'
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import { statusesStore } from '@/stores/statuses'
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import {
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whatsappEnabled,
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callEnabled,
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isMobileView,
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} from '@/composables/settings'
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import { useActiveTabManager } from '@/composables/useActiveTabManager'
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import {
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createResource,
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Dropdown,
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Tabs,
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Switch,
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Breadcrumbs,
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call,
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} from 'frappe-ui'
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import { ref, computed, onMounted, watch } from 'vue'
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import { useRouter, useRoute } from 'vue-router'
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const { $dialog, $socket } = globalStore()
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const { getContactByName, contacts } = contactsStore()
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const { statusOptions, getLeadStatus } = statusesStore()
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const route = useRoute()
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const router = useRouter()
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const props = defineProps({
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leadId: {
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type: String,
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required: true,
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},
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})
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const customActions = ref([])
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const customStatuses = ref([])
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const lead = createResource({
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url: 'crm.fcrm.doctype.crm_lead.api.get_lead',
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params: { name: props.leadId },
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cache: ['lead', props.leadId],
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onSuccess: async (data) => {
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let obj = {
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doc: data,
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$dialog,
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$socket,
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router,
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updateField,
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createToast,
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deleteDoc: deleteLead,
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resource: {
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lead,
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fieldsLayout,
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},
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call,
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}
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setupAssignees(data)
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let customization = await setupCustomizations(data, obj)
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customActions.value = customization.actions || []
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customStatuses.value = customization.statuses || []
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},
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})
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onMounted(() => {
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if (lead.data) return
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lead.fetch()
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})
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const reload = ref(false)
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const showAssignmentModal = ref(false)
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function updateLead(fieldname, value, callback) {
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value = Array.isArray(fieldname) ? '' : value
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if (!Array.isArray(fieldname) && validateRequired(fieldname, value)) return
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createResource({
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url: 'frappe.client.set_value',
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params: {
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doctype: 'CRM Lead',
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name: props.leadId,
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fieldname,
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value,
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},
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auto: true,
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onSuccess: () => {
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lead.reload()
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reload.value = true
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createToast({
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title: __('Lead updated'),
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icon: 'check',
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iconClasses: 'text-green-600',
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})
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callback?.()
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},
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onError: (err) => {
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createToast({
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title: __('Error updating lead'),
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text: __(err.messages?.[0]),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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},
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})
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}
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function validateRequired(fieldname, value) {
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let meta = lead.data.fields_meta || {}
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if (meta[fieldname]?.reqd && !value) {
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createToast({
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title: __('Error Updating Lead'),
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text: __('{0} is a required field', [meta[fieldname].label]),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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return true
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}
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return false
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}
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const breadcrumbs = computed(() => {
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let items = [{ label: __('Leads'), route: { name: 'Leads' } }]
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if (route.query.view || route.query.viewType) {
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let view = getView(route.query.view, route.query.viewType, 'CRM Lead')
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if (view) {
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items.push({
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label: __(view.label),
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icon: view.icon,
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route: {
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name: 'Leads',
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params: { viewType: route.query.viewType },
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query: { view: route.query.view },
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},
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})
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}
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}
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items.push({
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label: lead.data.lead_name || __('Untitled'),
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route: { name: 'Lead', params: { leadId: lead.data.name } },
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})
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return items
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})
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const tabs = computed(() => {
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let tabOptions = [
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{
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name: 'Details',
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label: __('Details'),
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icon: DetailsIcon,
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condition: () => isMobileView.value,
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},
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{
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name: 'Activity',
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label: __('Activity'),
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icon: ActivityIcon,
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},
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{
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name: 'Emails',
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label: __('Emails'),
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icon: EmailIcon,
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},
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{
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name: 'Comments',
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label: __('Comments'),
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icon: CommentIcon,
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},
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{
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name: 'Calls',
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label: __('Calls'),
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icon: PhoneIcon,
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condition: () => callEnabled.value,
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},
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{
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name: 'Tasks',
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label: __('Tasks'),
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icon: TaskIcon,
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},
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{
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name: 'Notes',
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label: __('Notes'),
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icon: NoteIcon,
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},
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{
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name: 'Attachments',
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label: __('Attachments'),
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icon: AttachmentIcon,
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},
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{
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name: 'WhatsApp',
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label: __('WhatsApp'),
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icon: WhatsAppIcon,
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condition: () => whatsappEnabled.value,
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},
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]
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return tabOptions.filter((tab) => (tab.condition ? tab.condition() : true))
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})
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const { tabIndex } = useActiveTabManager(tabs, 'lastLeadTab')
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watch(tabs, (value) => {
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if (value && route.params.tabName) {
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let index = value.findIndex(
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(tab) => tab.name.toLowerCase() === route.params.tabName.toLowerCase(),
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)
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if (index !== -1) {
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tabIndex.value = index
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}
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}
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})
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const fieldsLayout = createResource({
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url: 'crm.api.doc.get_sidebar_fields',
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cache: ['fieldsLayout', props.leadId],
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params: { doctype: 'CRM Lead', name: props.leadId },
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auto: true,
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})
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function updateField(name, value, callback) {
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updateLead(name, value, () => {
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lead.data[name] = value
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callback?.()
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})
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}
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async function deleteLead(name) {
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await call('frappe.client.delete', {
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doctype: 'CRM Lead',
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name,
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})
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router.push({ name: 'Leads' })
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}
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// Convert to Deal
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const showConvertToDealModal = ref(false)
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const existingContactChecked = ref(false)
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const existingOrganizationChecked = ref(false)
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const existingContact = ref('')
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const existingOrganization = ref('')
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async function convertToDeal(updated) {
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let valueUpdated = false
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if (existingContactChecked.value && !existingContact.value) {
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createToast({
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title: __('Error'),
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text: __('Please select an existing contact'),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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return
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}
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if (existingOrganizationChecked.value && !existingOrganization.value) {
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createToast({
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title: __('Error'),
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text: __('Please select an existing organization'),
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icon: 'x',
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iconClasses: 'text-red-600',
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})
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return
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}
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if (existingContactChecked.value && existingContact.value) {
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lead.data.salutation = getContactByName(existingContact.value).salutation
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lead.data.first_name = getContactByName(existingContact.value).first_name
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lead.data.last_name = getContactByName(existingContact.value).last_name
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lead.data.email_id = getContactByName(existingContact.value).email_id
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lead.data.mobile_no = getContactByName(existingContact.value).mobile_no
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existingContactChecked.value = false
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valueUpdated = true
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}
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if (existingOrganizationChecked.value && existingOrganization.value) {
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lead.data.organization = existingOrganization.value
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existingOrganizationChecked.value = false
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valueUpdated = true
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}
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if (valueUpdated) {
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updateLead(
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{
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salutation: lead.data.salutation,
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first_name: lead.data.first_name,
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last_name: lead.data.last_name,
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email_id: lead.data.email_id,
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mobile_no: lead.data.mobile_no,
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organization: lead.data.organization,
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},
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'',
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() => convertToDeal(true),
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)
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showConvertToDealModal.value = false
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} else {
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let deal = await call(
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'crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal',
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{
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lead: lead.data.name,
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},
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)
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if (deal) {
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if (updated) {
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await contacts.reload()
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}
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router.push({ name: 'Deal', params: { dealId: deal } })
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}
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}
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}
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</script>
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