619 lines
20 KiB
Vue
619 lines
20 KiB
Vue
<template>
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<LayoutHeader v-if="lead.data">
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<template #left-header>
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<Breadcrumbs :items="breadcrumbs" />
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</template>
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<template #right-header>
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<FormControl
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type="autocomplete"
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:options="activeAgents"
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:value="getUser(lead.data.lead_owner).full_name"
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@change="(option) => updateAssignedAgent(option.email)"
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placeholder="Lead owner"
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>
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<template #prefix>
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<UserAvatar class="mr-2" :user="lead.data.lead_owner" 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.email" size="sm" />
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</template>
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</FormControl>
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<Dropdown :options="statusDropdownOptions(lead.data, 'lead', updateLead)">
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<template #default="{ open }">
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<Button :label="lead.data.status">
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<template #prefix>
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<IndicatorIcon :class="leadStatuses[lead.data.status].color" />
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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 text-gray-600"
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/></template>
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</Button>
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</template>
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</Dropdown>
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<Button
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label="Convert to deal"
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variant="solid"
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@click="convertToDeal()"
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/>
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</template>
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</LayoutHeader>
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<div v-if="lead?.data" class="flex h-full overflow-hidden">
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<Tabs v-model="tabIndex" v-slot="{ tab }" :tabs="tabs">
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<Activities
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doctype="CRM Lead"
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:title="tab.label"
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v-model:reload="reload"
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v-model="lead"
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/>
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</Tabs>
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<div class="flex w-[352px] flex-col justify-between border-l">
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<div
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class="flex h-[41px] items-center border-b px-5 py-2.5 text-lg font-semibold"
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>
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About this lead
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</div>
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<FileUploader @success="changeLeadImage" :validateFile="validateFile">
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<template #default="{ openFileSelector, error }">
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<div class="flex items-center justify-start gap-5 p-5">
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<div class="group relative h-[88px] w-[88px]">
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<Avatar
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size="3xl"
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class="h-[88px] w-[88px]"
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:label="lead.data.first_name"
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:image="lead.data.image"
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/>
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<component
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:is="lead.data.image ? Dropdown : 'div'"
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v-bind="
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lead.data.image
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? {
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options: [
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{
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icon: 'upload',
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label: lead.data.image
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? 'Change image'
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: 'Upload image',
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onClick: openFileSelector,
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},
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{
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icon: 'trash-2',
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label: 'Remove image',
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onClick: () => changeLeadImage(''),
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},
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],
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}
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: { onClick: openFileSelector }
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"
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class="!absolute bottom-0 left-0 right-0"
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>
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<div
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class="z-1 absolute bottom-0 left-0 right-0 flex h-13 cursor-pointer items-center justify-center rounded-b-full bg-black bg-opacity-40 pt-3 opacity-0 duration-300 ease-in-out group-hover:opacity-100"
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style="
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-webkit-clip-path: inset(12px 0 0 0);
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clip-path: inset(12px 0 0 0);
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"
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>
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<CameraIcon class="h-6 w-6 cursor-pointer text-white" />
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</div>
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</component>
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</div>
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<div class="flex flex-col gap-2.5 truncate">
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<Tooltip :text="lead.data.lead_name">
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<div class="truncate text-2xl font-medium">
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{{ lead.data.lead_name }}
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</div>
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</Tooltip>
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<div class="flex gap-1.5">
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<Tooltip text="Make a call...">
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<Button
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class="h-7 w-7"
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@click="() => makeCall(lead.data.mobile_no)"
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>
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<PhoneIcon class="h-4 w-4" />
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</Button>
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</Tooltip>
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<Button class="h-7 w-7">
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<EmailIcon class="h-4 w-4" />
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</Button>
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<Tooltip text="Go to website...">
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<Button class="h-7 w-7">
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<LinkIcon
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class="h-4 w-4"
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@click="openWebsite(lead.data.website)"
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/>
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</Button>
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</Tooltip>
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</div>
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<ErrorMessage :message="error" />
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</div>
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</div>
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</template>
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</FileUploader>
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<div class="flex flex-1 flex-col justify-between overflow-hidden">
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<div class="flex flex-col overflow-y-auto">
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<div
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v-for="section in detailSections"
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:key="section.label"
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class="flex flex-col"
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>
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<Toggler :is-opened="section.opened" v-slot="{ opened, toggle }">
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<div class="sticky top-0 z-10 border-t bg-white p-3">
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<div
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class="flex max-w-fit cursor-pointer items-center gap-2 px-2 text-base font-semibold leading-5"
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@click="toggle()"
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>
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<FeatherIcon
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name="chevron-right"
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class="h-4 text-gray-600 transition-all duration-300 ease-in-out"
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:class="{ 'rotate-90': opened }"
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/>
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{{ section.label }}
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</div>
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</div>
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<transition
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enter-active-class="duration-300 ease-in"
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leave-active-class="duration-300 ease-[cubic-bezier(0, 1, 0.5, 1)]"
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enter-to-class="max-h-[200px] overflow-hidden"
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leave-from-class="max-h-[200px] overflow-hidden"
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enter-from-class="max-h-0 overflow-hidden"
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leave-to-class="max-h-0 overflow-hidden"
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>
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<div v-if="opened" class="flex flex-col gap-1.5 px-3">
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<div
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v-for="field in section.fields"
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:key="field.name"
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class="flex items-center gap-2 px-3 text-base leading-5 last:mb-3"
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>
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<div class="w-[106px] shrink-0 text-gray-600">
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{{ field.label }}
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</div>
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<div class="flex-1 overflow-hidden">
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<FormControl
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v-if="field.type === 'select'"
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type="select"
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:options="field.options"
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:value="lead.data[field.name]"
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@change.stop="
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updateLead(field.name, $event.target.value)
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"
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:debounce="500"
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class="form-control cursor-pointer [&_select]:cursor-pointer"
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>
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<template #prefix>
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<IndicatorIcon
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:class="leadStatuses[lead.data[field.name]].color"
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/>
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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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class="form-control"
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:value="lead.data[field.name]"
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@change.stop="
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updateLead(field.name, $event.target.value)
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"
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:debounce="500"
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/>
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<FormControl
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v-else-if="field.type === 'link'"
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type="autocomplete"
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:value="lead.data[field.name]"
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:options="field.options"
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@change="(e) => field.change(e)"
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:placeholder="field.placeholder"
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class="form-control"
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/>
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<FormControl
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v-else-if="field.type === 'user'"
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type="autocomplete"
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:options="activeAgents"
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:value="getUser(lead.data[field.name]).full_name"
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@change="(option) => updateAssignedAgent(option.email)"
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class="form-control"
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:placeholder="field.placeholder"
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>
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<template #target="{ togglePopover }">
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<Button
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variant="ghost"
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@click="togglePopover()"
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:label="getUser(lead.data[field.name]).full_name"
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class="w-full !justify-start"
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>
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<template #prefix>
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<UserAvatar
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:user="lead.data[field.name]"
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size="sm"
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/>
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</template>
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</Button>
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</template>
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<template #item-prefix="{ option }">
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<UserAvatar
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class="mr-2"
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:user="option.email"
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size="sm"
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/>
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</template>
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</FormControl>
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<Dropdown
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v-else-if="field.type === 'dropdown'"
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:options="
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statusDropdownOptions(lead.data, 'lead', updateLead)
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"
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class="w-full flex-1"
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>
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<template #default="{ open }">
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<Button
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:label="lead.data[field.name]"
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class="w-full justify-between"
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>
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<template #prefix>
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<IndicatorIcon
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:class="
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leadStatuses[lead.data[field.name]].color
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"
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/>
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</template>
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<template #default>{{
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lead.data[field.name]
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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 text-gray-600"
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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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<Tooltip
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:text="field.tooltip"
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class="flex h-7 cursor-pointer items-center px-2 py-1"
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v-else-if="field.type === 'read_only'"
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>
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{{ field.value }}
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</Tooltip>
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<FormControl
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v-else
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type="text"
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:value="lead.data[field.name]"
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@change.stop="
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updateLead(field.name, $event.target.value)
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"
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class="form-control"
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:debounce="500"
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/>
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</div>
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<ExternalLinkIcon
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v-if="
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field.type === 'link' &&
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field.link &&
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lead.data[field.name]
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"
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class="h-4 w-4 shrink-0 cursor-pointer text-gray-600"
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@click="field.link(lead.data[field.name])"
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/>
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</div>
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</div>
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</transition>
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</Toggler>
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</div>
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</div>
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</div>
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</div>
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</div>
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</template>
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<script setup>
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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 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 IndicatorIcon from '@/components/Icons/IndicatorIcon.vue'
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import CameraIcon from '@/components/Icons/CameraIcon.vue'
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import LinkIcon from '@/components/Icons/LinkIcon.vue'
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import ExternalLinkIcon from '@/components/Icons/ExternalLinkIcon.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import Toggler from '@/components/Toggler.vue'
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import Activities from '@/components/Activities.vue'
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import UserAvatar from '@/components/UserAvatar.vue'
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import {
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leadStatuses,
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statusDropdownOptions,
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openWebsite,
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createToast,
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activeAgents,
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} from '@/utils'
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import { usersStore } from '@/stores/users'
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import { contactsStore } from '@/stores/contacts'
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import { organizationsStore } from '@/stores/organizations'
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import {
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createResource,
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FileUploader,
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ErrorMessage,
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FeatherIcon,
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FormControl,
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Dropdown,
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Tooltip,
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Avatar,
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Tabs,
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Breadcrumbs,
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call,
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} from 'frappe-ui'
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import { ref, computed } from 'vue'
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import { useRouter } from 'vue-router'
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const { getUser } = usersStore()
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const { contacts } = contactsStore()
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const { getOrganization, getOrganizationOptions } = organizationsStore()
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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 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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auto: true,
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})
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const reload = ref(false)
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function updateLead(fieldname, value) {
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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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contacts.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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},
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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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const breadcrumbs = computed(() => {
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let items = [{ label: 'Leads', route: { name: 'Leads' } }]
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items.push({
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label: lead.data.lead_name,
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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 tabIndex = ref(0)
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const tabs = [
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{
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label: 'Activity',
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icon: ActivityIcon,
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},
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{
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label: 'Emails',
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icon: EmailIcon,
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},
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{
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label: 'Calls',
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icon: PhoneIcon,
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},
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{
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label: 'Tasks',
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icon: TaskIcon,
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},
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{
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label: 'Notes',
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icon: NoteIcon,
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},
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]
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function changeLeadImage(file) {
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lead.data.image = file.file_url
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updateLead('image', file.file_url)
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}
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function validateFile(file) {
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let extn = file.name.split('.').pop().toLowerCase()
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if (!['png', 'jpg', 'jpeg'].includes(extn)) {
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return 'Only PNG and JPG images are allowed'
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}
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}
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const detailSections = computed(() => {
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return [
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{
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label: 'Details',
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opened: true,
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fields: [
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{
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label: 'Organization',
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type: 'link',
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name: 'organization',
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placeholder: 'Select organization',
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options: getOrganizationOptions(),
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change: (data) => {
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lead.data.organization = data.value
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updateLead('organization', data.value)
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},
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link: () => {
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router.push({
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name: 'Organization',
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params: { organizationId: organization.value?.name },
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})
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},
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},
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{
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label: 'Website',
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type: 'read_only',
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name: 'website',
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value: organization.value?.website,
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tooltip:
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'It is a read only field, value is fetched from organization',
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},
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{
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label: 'Job title',
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type: 'data',
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name: 'job_title',
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},
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{
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label: 'Source',
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type: 'link',
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name: 'source',
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placeholder: 'Select source...',
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options: [
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{ label: 'Advertisement', value: 'Advertisement' },
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{ label: 'Web', value: 'Web' },
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{ label: 'Others', value: 'Others' },
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],
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change: (data) => {
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lead.data.source = data.value
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updateLead('source', data.value)
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},
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},
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{
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label: 'Industry',
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type: 'link',
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name: 'industry',
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placeholder: 'Select industry...',
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options: [
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{ label: 'Advertising', value: 'Advertising' },
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{ label: 'Agriculture', value: 'Agriculture' },
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{ label: 'Banking', value: 'Banking' },
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{ label: 'Others', value: 'Others' },
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],
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change: (data) => {
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lead.data.industry = data.value
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updateLead('industry', data.value)
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},
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},
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],
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},
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{
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label: 'Person',
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opened: true,
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fields: [
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{
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label: 'Salutation',
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type: 'link',
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name: 'salutation',
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placeholder: 'Mr./Mrs./Ms.',
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options: [
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{ label: 'Dr', value: 'Dr' },
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{ label: 'Mr', value: 'Mr' },
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{ label: 'Mrs', value: 'Mrs' },
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{ label: 'Ms', value: 'Ms' },
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{ label: 'Mx', value: 'Mx' },
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{ label: 'Prof', value: 'Prof' },
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{ label: 'Master', value: 'Master' },
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{ label: 'Madam', value: 'Madam' },
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{ label: 'Miss', value: 'Miss' },
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],
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change: (data) => {
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lead.data.salutation = data.value
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updateLead('salutation', data.value)
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},
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},
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{
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label: 'First name',
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type: 'data',
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name: 'first_name',
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},
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{
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label: 'Last name',
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type: 'data',
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name: 'last_name',
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},
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{
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label: 'Email',
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type: 'email',
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name: 'email',
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|
},
|
|
{
|
|
label: 'Mobile no.',
|
|
type: 'phone',
|
|
name: 'mobile_no',
|
|
},
|
|
],
|
|
},
|
|
]
|
|
})
|
|
|
|
const organization = computed(() => {
|
|
return getOrganization(lead.data.organization)
|
|
})
|
|
|
|
function convertToDeal() {
|
|
lead.data.status = 'Qualified'
|
|
lead.data.converted = 1
|
|
createDeal(lead.data)
|
|
}
|
|
|
|
async function createDeal(lead) {
|
|
let d = await call('frappe.client.insert', {
|
|
doc: {
|
|
doctype: 'CRM Deal',
|
|
organization: lead.organization,
|
|
email: lead.email,
|
|
mobile_no: lead.mobile_no,
|
|
lead: lead.name,
|
|
},
|
|
})
|
|
if (d.name) {
|
|
router.push({ name: 'Deal', params: { dealId: d.name } })
|
|
}
|
|
}
|
|
|
|
function updateAssignedAgent(email) {
|
|
lead.data.lead_owner = email
|
|
updateLead('lead_owner', email)
|
|
}
|
|
</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>
|