UBER-53: My Leads view (#3259)

Signed-off-by: Vyacheslav Tumanov <me@slavatumanov.me>

models/lead/src/index.ts

@@ -124,6 +124,13 @@ export function createModel (builder: Builder): void {
       hidden: false,
       navigatorModel: {
         specials: [
+          {
+            id: 'my-leads',
+            label: lead.string.MyLeads,
+            icon: lead.icon.Lead,
+            component: lead.component.MyLeads,
+            position: 'top'
+          },
           {
             id: 'customers',
             label: lead.string.Customers,
@@ -378,6 +385,10 @@ export function createModel (builder: Builder): void {
     filters: ['attachedTo']
   })
 
+  builder.mixin(lead.class.Lead, core.class.Class, notification.mixin.ClassCollaborators, {
+    fields: ['createdBy', 'assignee']
+  })
+
   builder.mixin(lead.mixin.Customer, core.class.Class, view.mixin.ClassFilters, {
     filters: ['_class']
   })

plugins/lead-assets/lang/en.json

@@ -13,6 +13,7 @@
     "Customer": "Customer",
     "Customers": "Customers",
     "Leads": "Leads",
+    "MyLeads": "My Leads",
     "SelectCustomer": "Select customer",
     "Lead": "Lead",
     "Assignee": "Assignee",

plugins/lead-assets/lang/ru.json

@@ -13,6 +13,7 @@
     "Customer": "Клиент",
     "Customers": "Клиенты",
     "Leads": "Сделки",
+    "MyLeads": "Мои сделки",
     "SelectCustomer": "Выбрать клиента",
     "Lead": "Сделка",
     "Assignee": "Исполнитель",

plugins/lead-resources/src/components/MyLeads.svelte

@@ -0,0 +1,156 @@
+<!--
+// Copyright © 2022 Hardcore Engineering Inc.
+// 
+// Licensed under the Eclipse Public License, Version 2.0 (the "License");
+// you may not use this file except in compliance with the License. You may
+// obtain a copy of the License at https://www.eclipse.org/legal/epl-2.0
+// 
+// Unless required by applicable law or agreed to in writing, software
+// distributed under the License is distributed on an "AS IS" BASIS,
+// WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+// 
+// See the License for the specific language governing permissions and
+// limitations under the License.
+-->
+<script lang="ts">
+  import { EmployeeAccount } from '@hcengineering/contact'
+  import { AttachedDoc, Class, DocumentQuery, getCurrentAccount, Ref } from '@hcengineering/core'
+  import { createQuery, getClient } from '@hcengineering/presentation'
+  import task, { Task } from '@hcengineering/task'
+  import { IModeSelector, Label, resolvedLocationStore, SearchEdit, ModeSelector, Loading } from '@hcengineering/ui'
+  import {
+    FilterButton,
+    getViewOptions,
+    makeViewletKey,
+    TableBrowser,
+    viewOptionStore
+  } from '@hcengineering/view-resources'
+  import { IntlString } from '@hcengineering/platform'
+  import ViewletSettingButton from '@hcengineering/view-resources/src/components/ViewletSettingButton.svelte'
+  import view, { Viewlet, ViewletPreference } from '@hcengineering/view'
+  import { onDestroy } from 'svelte'
+  import FilterBar from '@hcengineering/view-resources/src/components/filter/FilterBar.svelte'
+  import lead from '../plugin'
+  import { Lead } from '@hcengineering/lead'
+
+  export let _class: Ref<Class<Lead>> = lead.class.Lead
+  export let labelTasks = lead.string.MyLeads
+
+  let search = ''
+  const currentUser = getCurrentAccount() as EmployeeAccount
+  const assigned = { assignee: currentUser.employee }
+  const created = { createdBy: currentUser._id }
+  let subscribed = { _id: { $in: [] as Ref<Task>[] } }
+
+  $: baseQuery = updateBaseQuery(mode, { assigned, created, subscribed })
+  function updateBaseQuery (mode: string, queries: { [key: string]: DocumentQuery<Lead> }) {
+    return { ...queries[mode] }
+  }
+  let searchQuery: DocumentQuery<Lead> = { ...baseQuery }
+  function updateSearchQuery (search: string): void {
+    searchQuery = search === '' ? { ...baseQuery } : { ...baseQuery, $search: search }
+  }
+  $: if (baseQuery) updateSearchQuery(search)
+  $: resultQuery = { ...searchQuery }
+
+  const subscribedQuery = createQuery()
+  function getSubscribed () {
+    subscribedQuery.query(
+      _class,
+      { 'notification:mixin:Collaborators.collaborators': getCurrentAccount()._id },
+      (result) => {
+        const newSub = result.map((p) => p._id as Ref<AttachedDoc> as Ref<Lead>)
+        const curSub = subscribed._id.$in
+        if (curSub.length !== newSub.length || curSub.some((id, i) => newSub[i] !== id)) {
+          subscribed = { _id: { $in: newSub } }
+        }
+      },
+      { sort: { _id: 1 } }
+    )
+  }
+  $: if (mode === 'subscribed') getSubscribed()
+  const config: [string, IntlString, object][] = [
+    ['assigned', view.string.Assigned, {}],
+    ['created', view.string.Created, {}],
+    ['subscribed', view.string.Subscribed, {}]
+  ]
+  let [[mode]] = config
+  function handleChangeMode (newMode: string) {
+    if (newMode === mode) return
+    mode = newMode
+  }
+  $: modeSelectorProps = {
+    config,
+    mode,
+    onChange: handleChangeMode
+  } as IModeSelector
+
+  let viewlet: Viewlet | undefined
+  let loading = true
+
+  let key = makeViewletKey()
+  let preference: ViewletPreference | undefined
+  onDestroy(
+    resolvedLocationStore.subscribe((loc) => {
+      key = makeViewletKey(loc)
+    })
+  )
+
+  const preferenceQuery = createQuery()
+  const client = getClient()
+  client
+    .findOne<Viewlet>(view.class.Viewlet, { attachTo: _class, descriptor: task.viewlet.StatusTable })
+    .then((res) => {
+      viewlet = res
+      preferenceQuery.query(
+        view.class.ViewletPreference,
+        {
+          attachedTo: res._id
+        },
+        (res) => {
+          preference = res[0]
+          loading = false
+        },
+        { limit: 1 }
+      )
+    })
+  $: viewOptions = getViewOptions(viewlet, $viewOptionStore)
+</script>
+
+<div
+  class="ac-header full divide"
+  class:header-with-mode-selector={modeSelectorProps !== undefined}
+  class:header-without-label={!labelTasks}
+>
+  <div class="ac-header__wrap-title">
+    <span class="ac-header__title"><Label label={labelTasks} /></span>
+    {#if modeSelectorProps !== undefined}
+      <ModeSelector props={modeSelectorProps} />
+    {/if}
+  </div>
+</div>
+<div class="ac-header full divide search-start">
+  <div class="ac-header-full small-gap">
+    <SearchEdit bind:value={search} />
+    <div class="buttons-divider" />
+    <FilterButton {_class} />
+  </div>
+  {#if viewlet}
+    <ViewletSettingButton bind:viewOptions {viewlet} />
+  {/if}
+</div>
+<FilterBar {_class} query={searchQuery} {viewOptions} on:change={(e) => (resultQuery = e.detail)} />
+
+{#if viewlet}
+  {#if loading}
+    <Loading />
+  {:else}
+    <TableBrowser
+      {_class}
+      config={preference?.config ?? viewlet.config}
+      options={viewlet.options}
+      query={resultQuery}
+      showNotification
+    />
+  {/if}
+{/if}

plugins/lead-resources/src/index.ts

@@ -27,6 +27,7 @@ import CreateCustomer from './components/CreateCustomer.svelte'
 import NewItemsHeader from './components/NewItemsHeader.svelte'
 import { getLeadTitle } from './utils'
 import EditFunnel from './components/EditFunnel.svelte'
+import MyLeads from './components/MyLeads.svelte'
 
 export default async (): Promise<Resources> => ({
   component: {
@@ -40,7 +41,8 @@ export default async (): Promise<Resources> => ({
     Leads,
     CreateCustomer,
     NewItemsHeader,
-    EditFunnel
+    EditFunnel,
+    MyLeads
   },
   function: {
     LeadTitleProvider: getLeadTitle

plugins/lead-resources/src/plugin.ts

@@ -31,6 +31,7 @@ export default mergeIds(leadId, lead, {
     SelectCustomer: '' as IntlString,
     Customers: '' as IntlString,
     Leads: '' as IntlString,
+    MyLeads: '' as IntlString,
     NoLeadsForDocument: '' as IntlString,
     LeadPlaceholder: '' as IntlString,
     CreateCustomer: '' as IntlString,
@@ -47,7 +48,8 @@ export default mergeIds(leadId, lead, {
     CreateCustomer: '' as AnyComponent,
     LeadsPresenter: '' as AnyComponent,
     CreateFunnel: '' as AnyComponent,
-    EditFunnel: '' as AnyComponent
+    EditFunnel: '' as AnyComponent,
+    MyLeads: '' as AnyComponent
   },
   function: {
     LeadTitleProvider: '' as Resource<(client: Client, ref: Ref<Doc>) => Promise<string>>