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CS-7790 CS-7791 New CRM task tab and planner #2042

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merged 10 commits into from
Jan 17, 2025
Merged

CS-7790 CS-7791 New CRM task tab and planner #2042

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6242a01
New CRM task tab and planner
richardhjtan Jan 14, 2025
98f58a9
Fix lint and styling
richardhjtan Jan 14, 2025
046b1c7
Extract sprint planner logic as base task planner component
richardhjtan Jan 16, 2025
ac3b69d
CRM task planner extends base task planner
richardhjtan Jan 16, 2025
c0f0003
Fix lint
richardhjtan Jan 16, 2025
71bb5ba
BaseTaskPlannerIsolated use GlimmerComponent
richardhjtan Jan 17, 2025
ee084d6
Revert "BaseTaskPlannerIsolated use GlimmerComponent"
richardhjtan Jan 17, 2025
4e6629a
Refactoring
richardhjtan Jan 17, 2025
1f78435
Refactoring
richardhjtan Jan 17, 2025
d324b1f
Merge branch 'main' into CS-7791-crm-task-planner
richardhjtan Jan 17, 2025
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68 changes: 68 additions & 0 deletions packages/experiments-realm/CRMTask/0c3096fd-7b67-4fa9-99a4-5d42cc00996c.json
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Original file line number Diff line number Diff line change
@@ -0,0 +1,68 @@
{
"data": {
"type": "card",
"attributes": {
"status": {
"index": 2,
"label": "Done",
"color": "#66BB6A",
"completed": true
},
"dateRange": {
"start": null,
"end": null
},
"priority": {
"index": null,
"label": null
},
"name": "Quotation Adjustment",
"details": null,
"description": null,
"thumbnailURL": null
},
"relationships": {
"crmApp": {
"links": {
"self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
}
},
"subtasks": {
"links": {
"self": null
}
},
"assignee": {
"links": {
"self": null
}
},
"contact": {
"links": {
"self": null
}
},
"account": {
"links": {
"self": null
}
},
"deal": {
"links": {
"self": null
}
},
"tags": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/crm-task",
"name": "CRMTask"
}
}
}
}
68 changes: 68 additions & 0 deletions packages/experiments-realm/CRMTask/27c5519e-4b58-4e1f-a158-27074d46c782.json
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Original file line number Diff line number Diff line change
@@ -0,0 +1,68 @@
{
"data": {
"type": "card",
"attributes": {
"status": {
"index": 0,
"label": "Not Started",
"color": null,
"completed": false
},
"dateRange": {
"start": null,
"end": null
},
"priority": {
"index": 2,
"label": "Medium"
},
"name": "Meet Prospect Customer",
"details": null,
"description": null,
"thumbnailURL": null
},
"relationships": {
"crmApp": {
"links": {
"self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
}
},
"subtasks": {
"links": {
"self": null
}
},
"assignee": {
"links": {
"self": "../Representative/e0b16307-04bd-4e48-bdf8-517bb35b8119"
}
},
"contact": {
"links": {
"self": null
}
},
"account": {
"links": {
"self": null
}
},
"deal": {
"links": {
"self": null
}
},
"tags": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/crm-task",
"name": "CRMTask"
}
}
}
}
68 changes: 68 additions & 0 deletions packages/experiments-realm/CRMTask/4139bf52-03bf-41a9-a424-f5598d4feb27.json
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Original file line number Diff line number Diff line change
@@ -0,0 +1,68 @@
{
"data": {
"type": "card",
"attributes": {
"status": {
"index": 1,
"label": "In Progress",
"color": null,
"completed": false
},
"dateRange": {
"start": null,
"end": null
},
"priority": {
"index": null,
"label": null
},
"name": "Edit Quotation on Item A",
"details": "The quantity should be 50, instead of 100.",
"description": null,
"thumbnailURL": null
},
"relationships": {
"crmApp": {
"links": {
"self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
}
},
"subtasks": {
"links": {
"self": null
}
},
"assignee": {
"links": {
"self": "../Contact/461ab2c9-6787-4719-b7bb-d6fdd40414a8"
}
},
"contact": {
"links": {
"self": null
}
},
"account": {
"links": {
"self": null
}
},
"deal": {
"links": {
"self": null
}
},
"tags": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/crm-task",
"name": "CRMTask"
}
}
}
}
70 changes: 70 additions & 0 deletions packages/experiments-realm/Contact/461ab2c9-6787-4719-b7bb-d6fdd40414a8.json
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Original file line number Diff line number Diff line change
@@ -0,0 +1,70 @@
{
"data": {
"type": "card",
"attributes": {
"firstName": "Andy",
"lastName": null,
"position": "Sales Manager",
"department": "Sales",
"primaryEmail": null,
"secondaryEmail": null,
"phoneMobile": {
"phoneNumber": {
"number": null,
"countryCode": null
},
"type": {
"index": null,
"label": null,
"color": null,
"colorScheme": {
"foregroundColor": null,
"backgroundColor": null
}
}
},
"phoneOffice": {
"phoneNumber": {
"number": null,
"countryCode": null
},
"type": {
"index": null,
"label": null,
"color": null,
"colorScheme": {
"foregroundColor": null,
"backgroundColor": null
}
}
},
"socialLinks": [],
"statusTag": {
"lightColor": null,
"darkColor": null,
"index": null,
"label": null,
"color": null,
"colorScheme": {
"foregroundColor": null,
"backgroundColor": null
}
},
"description": null,
"thumbnailURL": null
},
"relationships": {
"company": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/contact",
"name": "Contact"
}
}
}
}
9 changes: 9 additions & 0 deletions packages/experiments-realm/CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6.json
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Original file line number Diff line number Diff line change
Expand Up @@ -29,6 +29,15 @@
"module": "crm/deal"
},
"isTable": false
},
{
"displayName": "Tasks",
"tabId": "Task",
"ref": {
"name": "Task",
"module": "crm/task"
},
"isTable": false
}
],
"headerIcon": {
Expand Down
16 changes: 16 additions & 0 deletions packages/experiments-realm/crm-app.gts
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Original file line number Diff line number Diff line change
Expand Up @@ -38,6 +38,7 @@ import { urgencyTagValues } from './crm/account';
import { dealStatusValues } from './crm/deal';
import type { Deal } from './crm/deal';
import DealSummary from './crm/deal-summary';
import { CRMTaskPlannerIsolated } from './crm/task-planner';

type ViewOption = 'card' | 'strip' | 'grid';

Expand Down Expand Up @@ -103,6 +104,14 @@ const ACCOUNT_FILTERS: LayoutFilter[] = [
createNewButtonText: tag.buttonText,
})),
];
const TASK_FILTERS: LayoutFilter[] = [
{
displayName: 'All Tasks',
icon: CalendarExclamation,
cardTypeName: 'CRM Task',
createNewButtonText: 'Create Task',
},
];

// need to use as typeof AppCard rather than CrmApp otherwise tons of lint errors
class CrmAppTemplate extends Component<typeof AppCard> {
Expand All @@ -111,6 +120,7 @@ class CrmAppTemplate extends Component<typeof AppCard> {
['Contact', CONTACT_FILTERS],
['Deal', DEAL_FILTERS],
['Account', ACCOUNT_FILTERS],
['Task', TASK_FILTERS],
]);
@tracked private activeFilter: LayoutFilter = CONTACT_FILTERS[0];
@action private onFilterChange(filter: LayoutFilter) {
Expand Down Expand Up @@ -429,6 +439,12 @@ class CrmAppTemplate extends Component<typeof AppCard> {
class='crm-app-grid'
/>
{{/if}}
{{#if (eq this.activeTabId 'Task')}}
<CRMTaskPlannerIsolated
@model={{this.args.model}}
@context={{@context}}
/>
{{/if}}
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</:grid>
</Layout>
<style scoped>
Expand Down
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