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

Signed-off-by: Andrey Sobolev <haiodo@gmail.com>

models/lead/src/index.ts

@@ -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']

models/lead/src/migration.ts

@@ -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'
+                    )
+                  }
+                }
+              }))
+            )
+          }
+        }
       }
     ])
   },

models/lead/src/types.ts

@@ -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)

plugins/lead-assets/lang/en.json

@@ -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",

plugins/lead-assets/lang/es.json

@@ -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",

plugins/lead-assets/lang/fr.json

@@ -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",

plugins/lead-assets/lang/pt.json

@@ -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",

plugins/lead-assets/lang/ru.json

@@ -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",

plugins/lead-assets/lang/zh.json

@@ -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",

plugins/lead-resources/package.json

@@ -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",

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

@@ -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

plugins/lead/src/index.ts

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

plugins/text-editor-resources/src/components/CollaborativeAttributeBox.svelte

@@ -88,6 +88,7 @@
   ]
 </script>
 
+{#if collaborativeDoc != null}
   <CollaborativeTextEditor
     bind:this={editor}
     {collaborativeDoc}
@@ -114,3 +115,4 @@
     on:update
     on:open-document
   />
+{/if}