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UBERF-8058: Fix to allow create customers (#6514)

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Signed-off-by: Andrey Sobolev <haiodo@gmail.com>
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Andrey Sobolev 2024-09-11 12:00:58 +07:00 committed by GitHub
parent ef5fd3a879
commit e497946805
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13 changed files with 119 additions and 44 deletions
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2
models/lead/src/index.ts
View File

@ -149,7 +149,7 @@ export function createModel (builder: Builder): void {
attachTo: lead.class.Funnel,
descriptor: view.viewlet.Table,
configOptions: {
hiddenKeys: ['identifier', 'name', 'description'],
hiddenKeys: ['identifier', 'name', 'customerDescription'],
sortable: true
},
config: ['', 'members', 'private', 'archived']

58
models/lead/src/migration.ts
View File

@ -13,7 +13,7 @@
// limitations under the License.
//
import { AccountRole, DOMAIN_TX, TxOperations, type Ref, type Status } from '@hcengineering/core'
import { AccountRole, DOMAIN_TX, makeCollaborativeDoc, TxOperations, type Ref, type Status } from '@hcengineering/core'
import { leadId, type Lead } from '@hcengineering/lead'
import {
tryMigrate,
@ -25,7 +25,7 @@ import {
} from '@hcengineering/model'
import core, { DOMAIN_SPACE } from '@hcengineering/model-core'
import contact from '@hcengineering/model-contact'
import contact, { DOMAIN_CONTACT } from '@hcengineering/model-contact'
import task, { DOMAIN_TASK, createSequence, migrateDefaultStatusesBase } from '@hcengineering/model-task'
import lead from './plugin'
@ -191,6 +191,60 @@ export const leadOperation: MigrateOperation = {
{
state: 'migrateDefaultProjectOwners',
func: migrateDefaultProjectOwners
},
{
state: 'migrate-customer-description',
func: async (client) => {
await client.update(
DOMAIN_CONTACT,
{
[lead.mixin.Customer + '.description']: { $exists: true }
},
{
$rename: {
[lead.mixin.Customer + '.description']: lead.mixin.Customer + '.customerDescription'
}
}
)
const it = await client.traverse(DOMAIN_CONTACT, {
_class: contact.class.Organization,
description: { $exists: false }
})
while (true) {
const docs = await it.next(50)
if (docs == null || docs.length === 0) {
break
}
await client.bulk(
DOMAIN_CONTACT,
docs.map((doc) => ({
filter: { _id: doc._id },
update: { $set: { description: makeCollaborativeDoc(doc._id, 'description') } }
}))
)
}
const it2 = await client.traverse(DOMAIN_CONTACT, { [lead.mixin.Customer + '.customerDescription']: null })
while (true) {
const docs = await it2.next(50)
if (docs == null || docs.length === 0) {
break
}
await client.bulk(
DOMAIN_CONTACT,
docs.map((doc) => ({
filter: { _id: doc._id },
update: {
$set: {
[lead.mixin.Customer + '.customerDescription']: makeCollaborativeDoc(
docs[0]._id,
'customerDescription'
)
}
}
}))
)
}
}
}
])
},

4
models/lead/src/types.ts
View File

@ -95,9 +95,9 @@ export class TCustomer extends TContact implements Customer {
@Prop(Collection(lead.class.Lead), lead.string.Leads)
leads?: number
@Prop(TypeCollaborativeDoc(), core.string.Description)
@Prop(TypeCollaborativeDoc(), lead.string.Description)
@Index(IndexKind.FullText)
description!: CollaborativeDoc
customerDescription!: CollaborativeDoc
}
@Mixin(lead.mixin.DefaultFunnelTypeData, lead.class.Funnel)

2
plugins/lead-assets/lang/en.json
View File

@ -25,7 +25,7 @@
"CreateCustomer": "Create Customer",
"CreateCustomerLabel": "New Customer",
"NoLeadsForDocument": "No leads for document",
"Description": "Description",
"Description": "Customer Description",
"FullDescription": "Full description",
"FunnelPlaceholder": "The simple funnel",
"Members": "Members",

4
plugins/lead-assets/lang/es.json
View File

@ -22,10 +22,10 @@
"ManageFunnelStatuses": "Gestionar estados del Embudo",
"GotoLeadApplication": "Cambiar a la aplicación de Clientes Potenciales",
"IssueDescriptionPlaceholder": "Añadir descripción...",
"CreateCustomer": "Crear Cliente",
"CreateCustomer": "Cliente Cliente",
"CreateCustomerLabel": "Nuevo Cliente",
"NoLeadsForDocument": "No hay Clientes Potenciales para el documento",
"Description": "Descripción",
"Description": "Customer Descripción",
"FullDescription": "Descripción completa",
"FunnelPlaceholder": "El Embudo simple",
"Members": "Miembros",

2
plugins/lead-assets/lang/fr.json
View File

@ -25,7 +25,7 @@
"CreateCustomer": "Créer un client",
"CreateCustomerLabel": "Nouveau client",
"NoLeadsForDocument": "Aucun prospect pour le document",
"Description": "Description",
"Description": "Client Description",
"FullDescription": "Description complète",
"FunnelPlaceholder": "Le pipeline simple",
"Members": "Membres",

2
plugins/lead-assets/lang/pt.json
View File

@ -25,7 +25,7 @@
"CreateCustomer": "Criar Cliente",
"CreateCustomerLabel": "Novo Cliente",
"NoLeadsForDocument": "Sem leads para o documento",
"Description": "Descrição",
"Description": "Cliente Descrição",
"FullDescription": "Descrição completa",
"FunnelPlaceholder": "O Funil simples",
"Members": "Membros",

2
plugins/lead-assets/lang/ru.json
View File

@ -25,7 +25,7 @@
"CreateCustomer": "Добавить Клиента",
"CreateCustomerLabel": "Новый Клиент",
"NoLeadsForDocument": "Нет потенциальных клиентов для документа",
"Description": "Описание",
"Description": "Описание Клиента",
"FullDescription": "Детальное описание",
"FunnelPlaceholder": "Простая воронка",
"Members": "Пользователи",

2
plugins/lead-assets/lang/zh.json
View File

@ -25,7 +25,7 @@
"CreateCustomer": "创建客户",
"CreateCustomerLabel": "新客户",
"NoLeadsForDocument": "此文档没有潜在客户",
"Description": "描述",
"Description": "客户描述",
"FullDescription": "完整描述",
"FunnelPlaceholder": "简单漏斗",
"Members": "成员",

1
plugins/lead-resources/package.json
View File

@ -55,6 +55,7 @@
"@hcengineering/task-resources": "^0.6.0",
"@hcengineering/tracker": "^0.6.24",
"@hcengineering/text-editor-resources": "^0.6.0",
"@hcengineering/text": "^0.6.5",
"@hcengineering/ui": "^0.6.15",
"@hcengineering/view": "^0.6.13",
"@hcengineering/view-resources": "^0.6.0",

28
plugins/lead-resources/src/components/CreateCustomer.svelte
View File

@ -13,7 +13,7 @@
// limitations under the License.
-->
<script lang="ts">
import { AvatarType, Channel, combineName, Contact, findContacts } from '@hcengineering/contact'
import { AvatarType, Channel, combineName, Contact, findContacts, type Organization } from '@hcengineering/contact'
import { ChannelsDropdown, EditableAvatar, PersonPresenter } from '@hcengineering/contact-resources'
import contact from '@hcengineering/contact-resources/src/plugin'
import {
@ -29,7 +29,8 @@
} from '@hcengineering/core'
import { Customer, LeadEvents } from '@hcengineering/lead'
import { Card, getClient, InlineAttributeBar, updateMarkup } from '@hcengineering/presentation'
import { EmptyMarkup, StyledTextBox } from '@hcengineering/text-editor-resources'
import { StyledTextBox } from '@hcengineering/text-editor-resources'
import { EmptyMarkup } from '@hcengineering/text'
import {
Button,
createFocusManager,
@ -82,11 +83,16 @@
candidate.avatarType = info.avatarType
candidate.avatarProps = info.avatarProps
}
const candidateData: MixinData<Contact, Customer> = {
description: makeCollaborativeDoc(customerId, 'description')
if (client.getHierarchy().isDerived(targetClass._id, contact.class.Organization)) {
;(candidate as Organization).description = makeCollaborativeDoc(customerId, 'description')
}
await updateMarkup(candidateData.description, { description })
const candidateData: MixinData<Contact, Customer> = {
customerDescription: makeCollaborativeDoc(customerId, 'customerDescription')
}
await updateMarkup(candidateData.customerDescription, { customerDescription: description })
const id = await client.createDoc(targetClass._id, contact.space.Contacts, { ...candidate, ...object }, customerId)
await client.createMixin(
@ -232,6 +238,18 @@
focusIndex={1}
/>
</div>
<div class="flex-col flex-grow">
<div class="mt-1">
<StyledTextBox
bind:content={description}
placeholder={lead.string.IssueDescriptionPlaceholder}
kind={'normal'}
alwaysEdit={true}
showButtons={false}
focusIndex={4}
/>
</div>
</div>
{/if}
<svelte:fragment slot="pool">
<ChannelsDropdown

2
plugins/lead/src/index.ts
View File

@ -36,7 +36,7 @@ export interface Funnel extends Project {
export interface Customer extends Contact {
leads?: number
description: CollaborativeDoc
customerDescription: CollaborativeDoc
}
/**

54
plugins/text-editor-resources/src/components/CollaborativeAttributeBox.svelte
View File

@ -88,29 +88,31 @@
]
</script>
<CollaborativeTextEditor
bind:this={editor}
{collaborativeDoc}
objectId={object._id}
objectClass={key.attr.attributeOf}
objectSpace={object.space}
objectAttr={key.key}
{user}
{userComponent}
{refActions}
{extensions}
{attachFile}
{placeholder}
{boundary}
{readonly}
field={key.key}
canEmbedFiles={false}
withSideMenu={false}
kitOptions={{
note: false
}}
on:focus
on:blur
on:update
on:open-document
/>
{#if collaborativeDoc != null}
<CollaborativeTextEditor
bind:this={editor}
{collaborativeDoc}
objectId={object._id}
objectClass={key.attr.attributeOf}
objectSpace={object.space}
objectAttr={key.key}
{user}
{userComponent}
{refActions}
{extensions}
{attachFile}
{placeholder}
{boundary}
{readonly}
field={key.key}
canEmbedFiles={false}
withSideMenu={false}
kitOptions={{
note: false
}}
on:focus
on:blur
on:update
on:open-document
/>
{/if}