Lead actions (#2096)

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

models/lead/src/index.ts

@@ -231,6 +231,54 @@ export function createModel (builder: Builder): void {
   builder.mixin(lead.mixin.Customer, core.class.Mixin, view.mixin.ObjectFactory, {
     component: lead.component.CreateCustomer
   })
+
+  builder.createDoc(
+    view.class.ActionCategory,
+    core.space.Model,
+    { label: lead.string.LeadApplication, visible: true },
+    lead.category.Lead
+  )
+
+  createAction(builder, {
+    action: view.actionImpl.ShowPopup,
+    actionProps: {
+      component: lead.component.CreateLead,
+      _id: 'customer',
+      element: 'top',
+      props: {
+        preserveCustomer: true
+      }
+    },
+    label: lead.string.CreateLead,
+    icon: lead.icon.Lead,
+    input: 'focus',
+    category: lead.category.Lead,
+    target: contact.class.Person,
+    context: { mode: ['context', 'browser'] },
+    override: [lead.action.CreateGlobalLead]
+  })
+
+  createAction(
+    builder,
+    {
+      action: view.actionImpl.ShowPopup,
+      actionProps: {
+        component: lead.component.CreateLead,
+        element: 'top'
+      },
+      label: lead.string.CreateLead,
+      icon: lead.icon.Lead,
+      keyBinding: [],
+      input: 'none',
+      category: lead.category.Lead,
+      target: core.class.Doc,
+      context: {
+        mode: ['workbench', 'browser'],
+        application: lead.app.Lead
+      }
+    },
+    lead.action.CreateGlobalLead
+  )
 }
 
 export { leadOperation } from './migration'

models/lead/src/plugin.ts

@@ -21,7 +21,7 @@ import type { IntlString } from '@anticrm/platform'
 import { mergeIds } from '@anticrm/platform'
 import { KanbanTemplate } from '@anticrm/task'
 import type { AnyComponent } from '@anticrm/ui'
-import { Viewlet } from '@anticrm/view'
+import { Action, ActionCategory, Viewlet } from '@anticrm/view'
 
 export default mergeIds(leadId, lead, {
   string: {
@@ -53,5 +53,11 @@ export default mergeIds(leadId, lead, {
   viewlet: {
     TableCustomer: '' as Ref<Viewlet>,
     TableLead: '' as Ref<Viewlet>
+  },
+  category: {
+    Lead: '' as Ref<ActionCategory>
+  },
+  action: {
+    CreateGlobalLead: '' as Ref<Action>
   }
 })

plugins/lead-assets/lang/en.json

@@ -1,7 +1,7 @@
 {
   "string": {
-    "CreateFunnel": "Create funnel",
-    "CreateLead": "Create lead",
+    "CreateFunnel": "New Funnel",
+    "CreateLead": "New Lead",
     "Funnel": "Funnel",
     "FunnelName": "Funnel name",
     "Funnels": "Funnels",

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

@@ -20,17 +20,17 @@
   import { OK, Status } from '@anticrm/platform'
   import { Card, getClient, SpaceSelector, UserBox } from '@anticrm/presentation'
   import task, { calcRank } from '@anticrm/task'
-  import { EditBox, Status as StatusControl } from '@anticrm/ui'
+  import { createFocusManager, EditBox, FocusHandler, Label, Status as StatusControl } from '@anticrm/ui'
   import { createEventDispatcher } from 'svelte'
   import lead from '../plugin'
 
   export let space: Ref<Space>
+  export let customer: Ref<Contact> | null = null
+  export let preserveCustomer = false
 
   let _space = space
   const status: Status = OK
 
-  let customer: Ref<Contact> | null = null
-
   let title: string = ''
 
   const dispatch = createEventDispatcher()
@@ -38,9 +38,15 @@
   const leadId = generateId() as Ref<Lead>
 
   export function canClose (): boolean {
-    return title !== ''
+    return (preserveCustomer || customer === undefined) && title === ''
   }
 
+  $: client.findAll(lead.class.Funnel, {}).then((r) => {
+    if (r.find((it) => it._id === _space) === undefined) {
+      _space = r.shift()?._id as Ref<Space>
+    }
+  })
+
   async function createLead () {
     const state = await client.findOne(task.class.State, { space: _space })
     if (state === undefined) {
@@ -86,8 +92,12 @@
     await client.addCollection(lead.class.Lead, _space, customer!, lead.mixin.Customer, 'leads', value, leadId)
     dispatch('close')
   }
+
+  const manager = createFocusManager()
 </script>
 
+<FocusHandler {manager} />
+
 <Card
   label={lead.string.CreateLead}
   okAction={createLead}
@@ -107,8 +117,27 @@
       }}
     />
   </svelte:fragment>
+  <svelte:fragment slot="title">
+    <div class="flex-row-center gap-2">
+      {#if preserveCustomer}
+        <UserBox
+          readonly
+          _class={contact.class.Contact}
+          options={{ sort: { modifiedOn: -1 } }}
+          excluded={[]}
+          label={lead.string.Leads}
+          placeholder={lead.string.Leads}
+          bind:value={customer}
+          kind={'no-border'}
+          size={'small'}
+        />
+      {/if}
+      <Label label={lead.string.CreateLead} />
+    </div>
+  </svelte:fragment>
   <StatusControl slot="error" {status} />
   <EditBox
+    focusIndex={1}
     label={lead.string.LeadName}
     bind:value={title}
     icon={lead.icon.Lead}
@@ -117,14 +146,17 @@
     focus
   />
   <svelte:fragment slot="pool">
-    <UserBox
-      _class={contact.class.Contact}
-      label={lead.string.Customer}
-      placeholder={lead.string.SelectCustomer}
-      bind:value={customer}
-      kind={'no-border'}
-      size={'small'}
-      create={{ component: lead.component.CreateCustomer, label: lead.string.CreateCustomer }}
-    />
+    {#if !preserveCustomer}
+      <UserBox
+        focusIndex={2}
+        _class={contact.class.Contact}
+        label={lead.string.Customer}
+        placeholder={lead.string.SelectCustomer}
+        bind:value={customer}
+        kind={'no-border'}
+        size={'small'}
+        create={{ component: lead.component.CreateCustomer, label: lead.string.CreateCustomer }}
+      />
+    {/if}
   </svelte:fragment>
 </Card>