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

Merged
merged 10 commits into from
Jan 17, 2025
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"
}
}
}
}
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"
}
}
}
}
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": "#FFB74D",
"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": "../Representative/880c1d41-2563-43da-999d-ef577fa3eac9"
}
},
"contact": {
"links": {
"self": null
}
},
"account": {
"links": {
"self": null
}
},
"deal": {
"links": {
"self": null
}
},
"tags": {
"links": {
"self": null
}
}
},
"meta": {
"adoptsFrom": {
"module": "../crm/crm-task",
"name": "CRMTask"
}
}
}
}
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": null,
"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"
}
}
}
}
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"
}
}
}
}
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/crm-task"
},
"isTable": false
}
],
"headerIcon": {
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