feat(crm): add deal create/update controls with status and payment

This commit is contained in:
Ruslan Bakiev
2026-02-27 09:44:15 +07:00
parent 881a8c6d39
commit 12af9979ab
13 changed files with 907 additions and 94 deletions

View File

@@ -1,7 +1,9 @@
<script setup lang="ts">
import { computed, ref, watch } from "vue";
type ContactRightPanelMode = "summary" | "documents";
defineProps<{
const props = defineProps<{
selectedWorkspaceContactDocuments: any[];
contactRightPanelMode: ContactRightPanelMode;
onContactRightPanelModeChange: (mode: ContactRightPanelMode) => void;
@@ -24,6 +26,17 @@ defineProps<{
onSelectedDealStepsExpandedChange: (value: boolean) => void;
isDealStepDone: (step: any) => boolean;
formatDealStepMeta: (step: any) => string;
dealStageOptions: string[];
createDealForContact: (input: {
contactId: string;
title: string;
stage: string;
amount: string;
paidAmount: string;
}) => Promise<any>;
dealCreateLoading: boolean;
updateDealDetails: (input: { dealId: string; stage: string; amount: string; paidAmount: string }) => Promise<boolean>;
dealUpdateLoading: boolean;
activeReviewContactDiff: {
contactId?: string;
before?: string;
@@ -31,13 +44,132 @@ defineProps<{
} | null;
selectedWorkspaceContact: {
id: string;
name?: string;
description: string;
} | null;
}>();
function onDocumentsSearchInput(event: Event) {
const target = event.target as HTMLInputElement | null;
onContactDocumentsSearchInput(target?.value ?? "");
props.onContactDocumentsSearchInput(target?.value ?? "");
}
const dealStageDraft = ref("");
const dealAmountDraft = ref("");
const dealPaidAmountDraft = ref("");
const dealNewStageDraft = ref("");
const dealSaveError = ref("");
const dealSaveSuccess = ref("");
const dealCreateTitleDraft = ref("");
const dealCreateStageDraft = ref("");
const dealCreateAmountDraft = ref("");
const dealCreatePaidAmountDraft = ref("");
const dealCreateError = ref("");
const dealCreateSuccess = ref("");
const visibleDealStageOptions = computed(() => {
const unique = new Set<string>(props.dealStageOptions);
const current = dealStageDraft.value.trim();
if (current) unique.add(current);
return [...unique];
});
const visibleDealCreateStageOptions = computed(() => {
const unique = new Set<string>(props.dealStageOptions);
const current = dealCreateStageDraft.value.trim();
if (current) unique.add(current);
return [...unique];
});
watch(
() => props.selectedWorkspaceDeal?.id ?? "",
() => {
dealStageDraft.value = String(props.selectedWorkspaceDeal?.stage ?? "").trim();
dealAmountDraft.value = String(props.selectedWorkspaceDeal?.amount ?? "").trim();
dealPaidAmountDraft.value = String(props.selectedWorkspaceDeal?.paidAmount ?? "").trim();
dealNewStageDraft.value = "";
dealSaveError.value = "";
dealSaveSuccess.value = "";
},
{ immediate: true },
);
watch(
() => props.selectedWorkspaceContact?.id ?? "",
() => {
dealCreateTitleDraft.value = "";
dealCreateAmountDraft.value = "";
dealCreatePaidAmountDraft.value = "";
dealCreateStageDraft.value = props.dealStageOptions[0] ?? "Новый";
dealCreateError.value = "";
dealCreateSuccess.value = "";
},
{ immediate: true },
);
watch(
() => props.dealStageOptions.join("|"),
() => {
if (!dealCreateStageDraft.value.trim()) {
dealCreateStageDraft.value = props.dealStageOptions[0] ?? "Новый";
}
},
{ immediate: true },
);
function applyNewDealStage() {
const value = dealNewStageDraft.value.trim();
if (!value) {
dealSaveError.value = "Введите название статуса";
dealSaveSuccess.value = "";
return;
}
dealStageDraft.value = value;
dealNewStageDraft.value = "";
dealSaveError.value = "";
dealSaveSuccess.value = "";
}
async function saveDealDetails() {
if (!props.selectedWorkspaceDeal) return;
dealSaveError.value = "";
dealSaveSuccess.value = "";
try {
const changed = await props.updateDealDetails({
dealId: props.selectedWorkspaceDeal.id,
stage: dealStageDraft.value,
amount: dealAmountDraft.value,
paidAmount: dealPaidAmountDraft.value,
});
dealSaveSuccess.value = changed ? "Сделка обновлена" : "Изменений нет";
} catch (error) {
dealSaveError.value = error instanceof Error ? error.message : "Не удалось обновить сделку";
}
}
async function createDeal() {
if (!props.selectedWorkspaceContact) return;
dealCreateError.value = "";
dealCreateSuccess.value = "";
try {
const created = await props.createDealForContact({
contactId: props.selectedWorkspaceContact.id,
title: dealCreateTitleDraft.value,
stage: dealCreateStageDraft.value,
amount: dealCreateAmountDraft.value,
paidAmount: dealCreatePaidAmountDraft.value,
});
if (!created) {
dealCreateError.value = "Не удалось создать сделку";
return;
}
dealCreateSuccess.value = "Сделка создана";
dealCreateTitleDraft.value = "";
dealCreateAmountDraft.value = "";
dealCreatePaidAmountDraft.value = "";
} catch (error) {
dealCreateError.value = error instanceof Error ? error.message : "Не удалось создать сделку";
}
}
</script>
@@ -45,35 +177,35 @@ function onDocumentsSearchInput(event: Event) {
<aside class="h-full min-h-0">
<div class="flex h-full min-h-0 flex-col p-3">
<div
v-if="selectedWorkspaceContactDocuments.length"
v-if="props.selectedWorkspaceContactDocuments.length"
class="mb-2 flex flex-wrap items-center gap-1.5 rounded-xl border border-base-300 bg-base-200/35 px-2 py-1.5"
>
<button
class="badge badge-sm badge-outline"
@click="onContactRightPanelModeChange('documents')"
@click="props.onContactRightPanelModeChange('documents')"
>
{{ selectedWorkspaceContactDocuments.length }} documents
{{ props.selectedWorkspaceContactDocuments.length }} documents
</button>
<button
v-for="doc in selectedWorkspaceContactDocuments.slice(0, 15)"
v-for="doc in props.selectedWorkspaceContactDocuments.slice(0, 15)"
:key="`contact-doc-chip-${doc.id}`"
class="rounded-full border border-base-300 bg-base-100 px-2 py-0.5 text-[10px] text-base-content/80 hover:bg-base-200/70"
@click="onContactRightPanelModeChange('documents'); onSelectedDocumentIdChange(doc.id)"
@click="props.onContactRightPanelModeChange('documents'); props.onSelectedDocumentIdChange(doc.id)"
>
{{ doc.title }}
</button>
</div>
<div v-if="contactRightPanelMode === 'documents'" class="min-h-0 flex-1 overflow-y-auto pr-1">
<div v-if="props.contactRightPanelMode === 'documents'" class="min-h-0 flex-1 overflow-y-auto pr-1">
<div class="sticky top-0 z-10 border-b border-base-300 bg-base-100 pb-2">
<div class="flex items-center justify-between gap-2">
<p class="text-xs font-semibold uppercase tracking-wide text-base-content/60">
Contact documents
</p>
<button class="btn btn-ghost btn-xs" @click="onContactRightPanelModeChange('summary')">Summary</button>
<button class="btn btn-ghost btn-xs" @click="props.onContactRightPanelModeChange('summary')">Summary</button>
</div>
<input
:value="contactDocumentsSearch"
:value="props.contactDocumentsSearch"
type="text"
class="input input-bordered input-xs mt-2 w-full"
placeholder="Search documents..."
@@ -82,22 +214,22 @@ function onDocumentsSearchInput(event: Event) {
</div>
<div class="mt-2 space-y-1.5">
<article
v-for="doc in filteredSelectedWorkspaceContactDocuments"
v-for="doc in props.filteredSelectedWorkspaceContactDocuments"
:key="`contact-doc-right-${doc.id}`"
class="w-full rounded-xl border border-base-300 px-2.5 py-2 text-left transition hover:bg-base-200/50"
:class="selectedDocumentId === doc.id ? 'border-primary bg-primary/10' : ''"
@click="onSelectedDocumentIdChange(doc.id)"
:class="props.selectedDocumentId === doc.id ? 'border-primary bg-primary/10' : ''"
@click="props.onSelectedDocumentIdChange(doc.id)"
>
<div class="flex items-start justify-between gap-2">
<p class="min-w-0 flex-1 truncate text-xs font-semibold">{{ doc.title }}</p>
</div>
<p class="mt-0.5 line-clamp-2 text-[11px] text-base-content/70">{{ doc.summary }}</p>
<div class="mt-1 flex items-center justify-between gap-2">
<p class="text-[10px] text-base-content/55">Updated {{ formatStamp(doc.updatedAt) }}</p>
<button class="btn btn-ghost btn-xs px-1" @click.stop="onSelectedDocumentIdChange(doc.id); openDocumentsTab(true)">Open</button>
<p class="text-[10px] text-base-content/55">Updated {{ props.formatStamp(doc.updatedAt) }}</p>
<button class="btn btn-ghost btn-xs px-1" @click.stop="props.onSelectedDocumentIdChange(doc.id); props.openDocumentsTab(true)">Open</button>
</div>
</article>
<p v-if="filteredSelectedWorkspaceContactDocuments.length === 0" class="px-1 py-2 text-xs text-base-content/55">
<p v-if="props.filteredSelectedWorkspaceContactDocuments.length === 0" class="px-1 py-2 text-xs text-base-content/55">
No linked documents.
</p>
</div>
@@ -105,46 +237,185 @@ function onDocumentsSearchInput(event: Event) {
<div v-else class="min-h-0 flex-1 space-y-3 overflow-y-auto pr-1">
<div
v-if="selectedWorkspaceDeal"
v-if="props.selectedWorkspaceContact"
class="rounded-xl border border-base-300 bg-base-200/25 p-2.5"
>
<p class="text-xs font-semibold uppercase tracking-wide text-base-content/60">Новая сделка</p>
<input
v-model="dealCreateTitleDraft"
type="text"
class="input input-bordered input-sm mt-2 w-full"
:disabled="props.dealCreateLoading"
placeholder="Название сделки"
>
<div class="mt-2 grid grid-cols-2 gap-1.5">
<div class="space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Статус</p>
<select
v-model="dealCreateStageDraft"
class="select select-bordered select-xs w-full"
:disabled="props.dealCreateLoading"
>
<option
v-for="stageOption in visibleDealCreateStageOptions"
:key="`create-deal-stage-${stageOption}`"
:value="stageOption"
>
{{ stageOption }}
</option>
</select>
</div>
<div class="space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Сумма</p>
<input
v-model="dealCreateAmountDraft"
type="text"
inputmode="numeric"
class="input input-bordered input-xs h-7 min-h-7 w-full"
:disabled="props.dealCreateLoading"
placeholder="0"
>
</div>
</div>
<div class="mt-1.5 space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Оплачено</p>
<input
v-model="dealCreatePaidAmountDraft"
type="text"
inputmode="numeric"
class="input input-bordered input-xs h-7 min-h-7 w-full"
:disabled="props.dealCreateLoading"
placeholder="0"
>
</div>
<p v-if="dealCreateError" class="mt-2 text-[10px] text-error">{{ dealCreateError }}</p>
<p v-if="dealCreateSuccess" class="mt-2 text-[10px] text-success">{{ dealCreateSuccess }}</p>
<div class="mt-2 flex justify-end">
<button
class="btn btn-primary btn-xs h-7 min-h-7 px-2.5"
:disabled="props.dealCreateLoading"
@click="createDeal"
>
Создать сделку
</button>
</div>
</div>
<div
v-if="props.selectedWorkspaceDeal"
class="rounded-xl border border-base-300 bg-base-200/30 p-2.5"
:class="[
isReviewHighlightedDeal(selectedWorkspaceDeal.id) ? 'border-primary/60 bg-primary/10' : '',
contextPickerEnabled ? 'context-scope-block context-scope-block-active' : '',
hasContextScope('deal') ? 'context-scope-block-selected' : '',
props.isReviewHighlightedDeal(props.selectedWorkspaceDeal.id) ? 'border-primary/60 bg-primary/10' : '',
props.contextPickerEnabled ? 'context-scope-block context-scope-block-active' : '',
props.hasContextScope('deal') ? 'context-scope-block-selected' : '',
]"
@click="toggleContextScope('deal')"
@click="props.toggleContextScope('deal')"
>
<span v-if="contextPickerEnabled" class="context-scope-label">Сделка</span>
<span v-if="props.contextPickerEnabled" class="context-scope-label">Сделка</span>
<p class="text-sm font-medium">
{{ formatDealHeadline(selectedWorkspaceDeal) }}
{{ props.formatDealHeadline(props.selectedWorkspaceDeal) }}
</p>
<p class="mt-1 text-[11px] text-base-content/75">
{{ selectedWorkspaceDealSubtitle }}
{{ props.selectedWorkspaceDealSubtitle }}
</p>
<div class="mt-2 space-y-2 rounded-lg border border-base-300/70 bg-base-100/75 p-2" @click.stop>
<div class="space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Статус сделки</p>
<select
v-model="dealStageDraft"
class="select select-bordered select-xs w-full"
:disabled="props.dealUpdateLoading"
>
<option v-for="stageOption in visibleDealStageOptions" :key="`deal-stage-${stageOption}`" :value="stageOption">
{{ stageOption }}
</option>
</select>
</div>
<div class="flex items-center gap-1.5">
<input
v-model="dealNewStageDraft"
type="text"
class="input input-bordered input-xs h-7 min-h-7 flex-1"
:disabled="props.dealUpdateLoading"
placeholder="Добавить статус"
@keydown.enter.prevent="applyNewDealStage"
>
<button
class="btn btn-ghost btn-xs h-7 min-h-7 px-2"
:disabled="props.dealUpdateLoading"
@click="applyNewDealStage"
>
Добавить
</button>
</div>
<div class="grid grid-cols-2 gap-1.5">
<div class="space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Сумма</p>
<input
v-model="dealAmountDraft"
type="text"
inputmode="numeric"
class="input input-bordered input-xs h-7 min-h-7 w-full"
:disabled="props.dealUpdateLoading"
placeholder="0"
>
</div>
<div class="space-y-1">
<p class="text-[10px] uppercase tracking-wide text-base-content/60">Оплачено</p>
<input
v-model="dealPaidAmountDraft"
type="text"
inputmode="numeric"
class="input input-bordered input-xs h-7 min-h-7 w-full"
:disabled="props.dealUpdateLoading"
placeholder="0"
>
</div>
</div>
<p v-if="dealSaveError" class="text-[10px] text-error">{{ dealSaveError }}</p>
<p v-if="dealSaveSuccess" class="text-[10px] text-success">{{ dealSaveSuccess }}</p>
<div class="flex justify-end">
<button
class="btn btn-primary btn-xs h-7 min-h-7 px-2.5"
:disabled="props.dealUpdateLoading"
@click="saveDealDetails"
>
Сохранить
</button>
</div>
</div>
<button
v-if="selectedWorkspaceDealSteps.length"
v-if="props.selectedWorkspaceDealSteps.length"
class="mt-2 text-[11px] font-medium text-primary hover:underline"
@click="onSelectedDealStepsExpandedChange(!selectedDealStepsExpanded)"
@click="props.onSelectedDealStepsExpandedChange(!props.selectedDealStepsExpanded)"
>
{{ selectedDealStepsExpanded ? "Скрыть шаги" : `Показать шаги (${selectedWorkspaceDealSteps.length})` }}
{{ props.selectedDealStepsExpanded ? "Скрыть шаги" : `Показать шаги (${props.selectedWorkspaceDealSteps.length})` }}
</button>
<div v-if="selectedDealStepsExpanded && selectedWorkspaceDealSteps.length" class="mt-2 space-y-1.5">
<div v-if="props.selectedDealStepsExpanded && props.selectedWorkspaceDealSteps.length" class="mt-2 space-y-1.5">
<div
v-for="step in selectedWorkspaceDealSteps"
v-for="step in props.selectedWorkspaceDealSteps"
:key="step.id"
class="flex items-start gap-2 rounded-lg border border-base-300/70 bg-base-100/80 px-2 py-1.5"
>
<input
type="checkbox"
class="checkbox checkbox-xs mt-0.5"
:checked="isDealStepDone(step)"
:checked="props.isDealStepDone(step)"
disabled
>
<div class="min-w-0 flex-1">
<p class="truncate text-[11px] font-medium" :class="isDealStepDone(step) ? 'line-through text-base-content/60' : 'text-base-content/90'">
<p class="truncate text-[11px] font-medium" :class="props.isDealStepDone(step) ? 'line-through text-base-content/60' : 'text-base-content/90'">
{{ step.title }}
</p>
<p class="mt-0.5 text-[10px] text-base-content/55">{{ formatDealStepMeta(step) }}</p>
<p class="mt-0.5 text-[10px] text-base-content/55">{{ props.formatDealStepMeta(step) }}</p>
</div>
</div>
</div>
@@ -153,28 +424,28 @@ function onDocumentsSearchInput(event: Event) {
<div
class="relative"
:class="[
contextPickerEnabled ? 'context-scope-block context-scope-block-active' : '',
hasContextScope('summary') ? 'context-scope-block-selected' : '',
props.contextPickerEnabled ? 'context-scope-block context-scope-block-active' : '',
props.hasContextScope('summary') ? 'context-scope-block-selected' : '',
]"
@click="toggleContextScope('summary')"
@click="props.toggleContextScope('summary')"
>
<span v-if="contextPickerEnabled" class="context-scope-label">Summary</span>
<span v-if="props.contextPickerEnabled" class="context-scope-label">Summary</span>
<p class="mb-2 text-xs font-semibold uppercase tracking-wide text-base-content/60">Summary</p>
<div
v-if="activeReviewContactDiff && selectedWorkspaceContact && activeReviewContactDiff.contactId === selectedWorkspaceContact.id"
v-if="props.activeReviewContactDiff && props.selectedWorkspaceContact && props.activeReviewContactDiff.contactId === props.selectedWorkspaceContact.id"
class="mb-2 rounded-xl border border-primary/35 bg-primary/5 p-2"
>
<p class="text-[11px] font-semibold uppercase tracking-wide text-primary/80">Review diff</p>
<p class="mt-1 text-[11px] text-base-content/65">Before</p>
<pre class="mt-1 whitespace-pre-wrap rounded-lg border border-base-300/70 bg-base-100 px-2 py-1.5 text-[11px] leading-relaxed text-base-content/65 line-through">{{ activeReviewContactDiff.before || "Empty" }}</pre>
<pre class="mt-1 whitespace-pre-wrap rounded-lg border border-base-300/70 bg-base-100 px-2 py-1.5 text-[11px] leading-relaxed text-base-content/65 line-through">{{ props.activeReviewContactDiff.before || "Empty" }}</pre>
<p class="mt-2 text-[11px] text-base-content/65">After</p>
<pre class="mt-1 whitespace-pre-wrap rounded-lg border border-success/40 bg-success/10 px-2 py-1.5 text-[11px] leading-relaxed text-base-content">{{ activeReviewContactDiff.after || "Empty" }}</pre>
<pre class="mt-1 whitespace-pre-wrap rounded-lg border border-success/40 bg-success/10 px-2 py-1.5 text-[11px] leading-relaxed text-base-content">{{ props.activeReviewContactDiff.after || "Empty" }}</pre>
</div>
<ContactCollaborativeEditor
v-if="selectedWorkspaceContact"
:key="`contact-summary-${selectedWorkspaceContact.id}`"
v-model="selectedWorkspaceContact.description"
:room="`crm-contact-${selectedWorkspaceContact.id}`"
v-if="props.selectedWorkspaceContact"
:key="`contact-summary-${props.selectedWorkspaceContact.id}`"
v-model="props.selectedWorkspaceContact.description"
:room="`crm-contact-${props.selectedWorkspaceContact.id}`"
placeholder="Contact summary..."
:plain="true"
/>