483 lines
13 KiB
Vue
483 lines
13 KiB
Vue
<template>
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<LayoutHeader>
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<header
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class="relative flex h-10.5 items-center justify-between gap-2 py-2.5 pl-2"
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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
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v-if="doc"
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:options="
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statusOptions(
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'lead',
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document.statuses?.length
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? document.statuses
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: document._statuses,
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triggerStatusChange,
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)
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"
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>
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<template #default="{ open }">
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<Button
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v-if="doc.status"
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:label="doc.status"
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:iconRight="open ? 'chevron-up' : 'chevron-down'"
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>
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<template #prefix>
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<IndicatorIcon :class="getLeadStatus(doc.status).color" />
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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="doc.name"
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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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<AssignTo v-model="assignees.data" doctype="CRM Lead" :docname="leadId" />
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<div class="flex items-center gap-2">
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<CustomActions
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v-if="document._actions?.length"
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:actions="document._actions"
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/>
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<CustomActions
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v-if="document.actions?.length"
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:actions="document.actions"
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/>
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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="doc.name" class="flex h-full overflow-hidden">
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<Tabs as="div" v-model="tabIndex" :tabs="tabs" class="overflow-auto">
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<TabList class="!px-3" />
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<TabPanel v-slot="{ tab }">
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<div v-if="tab.name == 'Details'">
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<SLASection
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v-if="doc.sla_status"
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v-model="doc"
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@updateField="updateField"
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/>
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<div
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v-if="sections.data"
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class="flex flex-1 flex-col justify-between overflow-hidden"
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>
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<SidePanelLayout
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:sections="sections.data"
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doctype="CRM Lead"
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:docname="leadId"
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@reload="sections.reload"
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@afterFieldChange="reloadAssignees"
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/>
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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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:docname="leadId"
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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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@beforeSave="saveChanges"
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@afterSave="reloadAssignees"
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/>
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</TabPanel>
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</Tabs>
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</div>
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<ErrorPage
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v-else-if="errorTitle"
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:errorTitle="errorTitle"
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:errorMessage="errorMessage"
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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-ink-gray-5">
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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-ink-gray-5">
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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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<DeleteLinkedDocModal
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v-if="showDeleteLinkedDocModal"
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v-model="showDeleteLinkedDocModal"
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:doctype="'CRM Lead'"
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:docname="leadId"
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name="Leads"
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/>
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</template>
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<script setup>
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import DeleteLinkedDocModal from '@/components/DeleteLinkedDocModal.vue'
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import ErrorPage from '@/components/ErrorPage.vue'
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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 AssignTo from '@/components/AssignTo.vue'
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import Link from '@/components/Controls/Link.vue'
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import SidePanelLayout from '@/components/SidePanelLayout.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 { setupCustomizations } from '@/utils'
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import { getView } from '@/utils/view'
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import { getSettings } from '@/stores/settings'
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import { globalStore } from '@/stores/global'
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import { statusesStore } from '@/stores/statuses'
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import { getMeta } from '@/stores/meta'
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import { useDocument } from '@/data/document'
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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 { capture } from '@/telemetry'
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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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TabList,
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TabPanel,
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Switch,
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Breadcrumbs,
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call,
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usePageMeta,
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toast,
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} from 'frappe-ui'
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import { ref, computed, watch } from 'vue'
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import { useRouter, useRoute } from 'vue-router'
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const { brand } = getSettings()
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const { $dialog, $socket } = globalStore()
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const { statusOptions, getLeadStatus } = statusesStore()
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const { doctypeMeta } = getMeta('CRM Lead')
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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 errorTitle = ref('')
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const errorMessage = ref('')
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const showDeleteLinkedDocModal = ref(false)
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const { triggerOnChange, assignees, document, scripts, error } = useDocument(
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'CRM Lead',
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props.leadId,
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)
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const doc = computed(() => document.doc || {})
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watch(error, (err) => {
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if (err) {
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errorTitle.value = __(
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err.exc_type == 'DoesNotExistError'
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? 'Document not found'
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: 'Error occurred',
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)
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errorMessage.value = __(err.messages?.[0] || 'An error occurred')
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} else {
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errorTitle.value = ''
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errorMessage.value = ''
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}
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})
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watch(
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() => document.doc,
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async (_doc) => {
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if (scripts.data?.length) {
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let s = await setupCustomizations(scripts.data, {
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doc: _doc,
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$dialog,
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$socket,
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router,
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toast,
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updateField,
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createToast: toast.create,
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deleteDoc: deleteLead,
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call,
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})
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document._actions = s.actions || []
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document._statuses = s.statuses || []
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}
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},
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{ once: true },
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)
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const reload = ref(false)
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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: title.value,
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route: { name: 'Lead', params: { leadId: props.leadId } },
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})
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return items
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})
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const title = computed(() => {
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let t = doctypeMeta['CRM Lead']?.title_field || 'name'
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return doc.value?.[t] || props.leadId
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})
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usePageMeta(() => {
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return {
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title: title.value,
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icon: brand.favicon,
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}
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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: 'Data',
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label: __('Data'),
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icon: DetailsIcon,
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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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const sections = createResource({
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url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_sidepanel_sections',
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cache: ['sidePanelSections', 'CRM Lead'],
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params: { doctype: 'CRM Lead' },
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auto: true,
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})
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function updateField(name, value) {
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value = Array.isArray(name) ? '' : value
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let oldValues = Array.isArray(name) ? {} : doc.value[name]
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if (Array.isArray(name)) {
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name.forEach((field) => (doc.value[field] = value))
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} else {
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doc.value[name] = value
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}
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document.save.submit(null, {
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onSuccess: () => (reload.value = true),
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onError: (err) => {
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if (Array.isArray(name)) {
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name.forEach((field) => (doc.value[field] = oldValues[field]))
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} else {
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doc.value[name] = oldValues
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}
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toast.error(err.messages?.[0] || __('Error updating field'))
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},
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})
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}
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function deleteLead() {
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showDeleteLinkedDocModal.value = true
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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() {
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if (existingContactChecked.value && !existingContact.value) {
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toast.error(__('Please select an existing contact'))
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return
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}
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if (existingOrganizationChecked.value && !existingOrganization.value) {
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toast.error(__('Please select an existing organization'))
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return
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}
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if (!existingContactChecked.value && existingContact.value) {
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existingContact.value = ''
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}
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if (!existingOrganizationChecked.value && existingOrganization.value) {
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existingOrganization.value = ''
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}
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let deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
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lead: props.leadId,
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deal: {},
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existing_contact: existingContact.value,
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existing_organization: existingOrganization.value,
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})
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if (deal) {
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showConvertToDealModal.value = false
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existingContactChecked.value = false
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existingOrganizationChecked.value = false
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existingContact.value = ''
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existingOrganization.value = ''
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capture('convert_lead_to_deal')
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router.push({ name: 'Deal', params: { dealId: deal } })
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}
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}
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async function triggerStatusChange(value) {
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await triggerOnChange('status', value)
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document.save.submit()
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}
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function saveChanges(data) {
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document.save.submit(null, {
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onSuccess: () => reloadAssignees(data),
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})
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}
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function reloadAssignees(data) {
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if (data?.hasOwnProperty('lead_owner')) {
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assignees.reload()
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}
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}
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</script>
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