@posiwise/smart-crm 0.0.20 → 0.0.21

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories-details/smart-crm-opportunity-categories-details.component.html

@@ -0,0 +1,95 @@
+<div class="col-12 d-flex ps-0">
+  <a href="javascript:void(0)"
+    (click)="back()"
+    class="previous"><i class="fa fa-arrow-alt-circle-left" aria-hidden="true"></i></a>
+  <div class="me-auto col-xs-6">
+    <h3 class="m-subheader__title m-subheader__title--separator">
+      <span>{{ 'Crm.CategoriesMessages.Category' | transloco }}:
+        {{ isLoading ? '' : (data?.name || ('Label.AddNew' | transloco)) }}</span>
+    </h3>
+  </div>
+</div>
+
+<div class="w-100 text-center mt-3"
+  *ngIf="isLoading">
+  <p-progressSpinner strokeWidth="2"> </p-progressSpinner>
+  </div>
+<div class="container-fluid pw-tab">
+  <div class="p-2 mt-3">
+    <form [formGroup]="form"
+    *ngIf="!isLoading"
+      (ngSubmit)="onSave()">
+      <div class="row mb-3">
+        <div class="col-12 col-sm-4">
+          <pw-input-container [label]="'Crm.CategoriesMessages.Name' | transloco"
+            name="name"
+            [errorMsg]="'Crm.CategoriesMessages.NameRequired' | transloco">
+            <input type="text"
+              class="form-control"
+              formControlName="name"
+              [ngClass]="{ 'is-invalid': submitted && f['name'].errors }" />
+          </pw-input-container>
+        </div>
+        <div class="col-12 col-sm-4">
+          <pw-input-container [showTooltip]="true"
+            [tooltipText]="
+                            'Crm.CategoriesMessages.Tooltip.PreviousCategory' | transloco
+                        "
+            [label]="'Crm.CategoriesMessages.PreviousCategory' | transloco"
+            name="previous_category_id"
+            [errorMsg]="'Crm.CategoriesMessages.PreviousCategoryRequired' | transloco"
+            *ngIf="categories$ | async as categories">
+            <select formControlName="previous_category_id"
+              class="form-control form-select"
+              [ngClass]="{ 'is-invalid': submitted && f['previous_category_id'].errors }">
+              <option value="">select previous category</option>
+              <option *ngFor="let option of categories['crm_opportunity_categories']"
+                [value]="option.id">
+                {{ option.name }}
+              </option>
+            </select>
+          </pw-input-container>
+        </div>
+        <div class="col col-md-2">
+          <div class="mb-3">
+            <pw-input-container [showTooltip]="true"
+              [tooltipText]="'Crm.CategoriesMessages.Tooltip.Visible' | transloco"
+              [label]="'Crm.CategoriesMessages.Visible' | transloco"
+              name="is_visible">
+              <ui-switch class="d-block"
+                formControlName="is_visible"
+                name="is_visible">
+              </ui-switch>
+            </pw-input-container>
+          </div>
+        </div>
+        <div class="col col-md-2"
+          *rbacAllow="'SuperAdmin'">
+          <div class="mb-3">
+            <pw-input-container [showTooltip]="true"
+              [label]="'Crm.CategoriesMessages.Default' | transloco"
+              [tooltipText]="'Crm.CategoriesMessages.Tooltip.Default' | transloco"
+              name="is_default">
+              <ui-switch class="d-block"
+                formControlName="is_default"
+                name="is_default">
+              </ui-switch>
+            </pw-input-container>
+          </div>
+        </div>
+        <div class="col-12 text-end mt-3">
+          <button type="button"
+            class="btn btn-outline-default me-2"
+            (click)="back()">
+            {{ 'Button.Cancel' | transloco }}
+          </button>
+          <button type="submit"
+            [buttonBusy]="buttonBusy"
+            class="btn btn-primary">
+            {{ 'Button.Submit' | transloco }}
+          </button>
+        </div>
+      </div>
+    </form>
+  </div>
+</div>

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories-details/smart-crm-opportunity-categories-details.component.spec.ts

@@ -0,0 +1,105 @@
+// import { TestBed } from '@angular/core/testing';
+// import { SmartCrmOpportunityCategoriesDetailsComponent } from '@smart-crm/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories-details/smart-crm-opportunity-categories-details.component';
+// import { MockProvider } from 'ng-mocks';
+// import { of } from 'rxjs';
+//
+// import { AppModule } from '@app/app.module';
+// import { SmartCrmPrivateModule } from '@app/modules/products/smart-crm/private/smart-crm-private.module';
+// import { CrmService } from '@app/modules/products/smart-crm/shared/services/crm.service';
+// import { PermissionService } from '@app/shared/services/permission.service';
+// import { UserService } from '@app/shared/services/user.service';
+// import { SharedModule } from '@app/shared/shared.module';
+//
+// import { DEFAULT_USER } from '@testing/data/database';
+// import { TestHelper } from '@testing/test-helper';
+//
+// class UserServiceMock {
+//     getUserState() {
+//         return of({ currentUser: DEFAULT_USER });
+//     }
+// }
+// describe('SmartCrmOpportunityCategoriesDetailsComponent', () => {
+//     const createComponent = TestHelper.createComponentFactory({
+//         component: SmartCrmOpportunityCategoriesDetailsComponent,
+//         imports: [AppModule, SharedModule, SmartCrmPrivateModule],
+//         providers: [
+//             ...TestHelper.TEST_PROVIDERS,
+//             MockProvider(PermissionService, {
+//                 evaluatePermissions: () => {
+//                     return true;
+//                 }
+//             }),
+//             MockProvider(CrmService, {
+//                 getAllOpportunityCategories: () =>
+//                     of({
+//                         crm_opportunity_categories: [
+//                             {
+//                                 id: 7,
+//                                 subscription_id: 31,
+//                                 name: 'test',
+//                                 previous_category_id: null,
+//                                 is_visible: false,
+//                                 is_default: false,
+//                                 previous_category: null
+//                             }
+//                         ],
+//                         object_count: 1,
+//                         unfiltered_count: 1
+//                     }),
+//                 getOpportunityCategoryDetails: () =>
+//                     of({
+//                         id: 7,
+//                         subscription_id: 31,
+//                         name: 'test',
+//                         previous_category_id: null,
+//                         is_visible: false,
+//                         is_default: false,
+//                         previous_category: null
+//                     }),
+//                 editOpportunityCategory: () => of({}),
+//                 postOpportunityCategory: () => of({})
+//             }),
+//             {
+//                 provide: UserService,
+//                 useClass: UserServiceMock
+//             }
+//         ]
+//     });
+//
+//     beforeEach(() => {
+//         TestHelper.setUpPermissionsAndUser();
+//     });
+//
+//     it('should create', async () => {
+//         TestHelper.setActivatedRoute({
+//             parent: { params: of({ slug: 'posiwise-263' }) }
+//         });
+//         const spectator = await createComponent();
+//         expect(spectator.component).toBeTruthy();
+//     });
+//
+//     it('should add submit form ', async () => {
+//         TestHelper.setActivatedRoute({
+//             parent: { params: of({ slug: 'posiwise-263' }) }
+//         });
+//         const spectator = await createComponent();
+//         const service = TestBed.inject(CrmService);
+//         const spy = spyOn(service, 'postOpportunityCategory').and.callThrough();
+//         spectator.typeInElement('test', 'input[formControlName="name"]');
+//         spectator.click('button[type="submit"]');
+//         expect(spy).toHaveBeenCalledTimes(1);
+//     });
+//
+//     it('should edit', async () => {
+//         TestHelper.setActivatedRoute({
+//             params: { id: 1 },
+//             parent: { params: of({ slug: 'posiwise-263' }) }
+//         });
+//         const spectator = await createComponent();
+//         const service = TestBed.inject(CrmService);
+//         const spy = spyOn(service, 'editOpportunityCategory').and.callThrough();
+//         spectator.typeInElement('test2', 'input[formControlName="name"]');
+//         spectator.click('button[type="submit"]');
+//         expect(spy).toHaveBeenCalledTimes(1);
+//     });
+// });

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories-details/smart-crm-opportunity-categories-details.component.ts

@@ -0,0 +1,95 @@
+import { Component, Injector, OnDestroy, OnInit } from '@angular/core';
+import { UntypedFormGroup } from '@angular/forms';
+import { AppSmartCrm } from '../../../../../shared/models/smart-crm.model';
+import { CrmService } from '@posiwise/smart-crm-shared';
+import { Observable } from 'rxjs';
+
+import { CrmOpportunityCategory } from '../../../../../shared/interface/crm-opportunity.interface';
+import { AppBaseComponent } from '@posiwise/app-base-component';
+import { ValidateForm } from '@posiwise/utils';
+
+@Component({
+    selector: 'pw-smart-crm-opportunity-categories-details',
+    templateUrl: './smart-crm-opportunity-categories-details.component.html'
+})
+export class SmartCrmOpportunityCategoriesDetailsComponent
+    extends AppBaseComponent
+    implements OnInit, OnDestroy
+{
+    form: UntypedFormGroup;
+
+    data: CrmOpportunityCategory;
+
+    subscriptionId: number;
+
+    submitted: boolean;
+    buttonBusy = false;
+    isLoading = true;
+
+    id: number;
+
+    categories$: Observable<string>;
+
+    constructor(
+        injector: Injector,
+        private crmService: CrmService
+    ) {
+        super(injector);
+        this.form = AppSmartCrm.getOpportunityCategoriesForm();
+    }
+
+    ngOnInit(): void {
+        this.getUserSubscriptionId().subscribe(response => {
+            if (response) {
+                this.subscriptionId = response;
+                this.categories$ = this.crmService.getAllOpportunityCategories(this.subscriptionId);
+                this.form.get('subscription_id').setValue(this.subscriptionId);
+            }
+        });
+        this.route.params.subscribe(data => {
+            this.id = Number(data['id']);
+            if (this.id) {
+                this.getOpportunityDetails(this.id);
+            } else {
+                this.isLoading = false;
+            }
+        });
+    }
+
+    /** Function to get opportunity Details */
+    private getOpportunityDetails(id: number) {
+        this.crmService
+            .getOpportunityCategoryDetails(this.subscriptionId, id)
+            .subscribe(response => {
+                this.isLoading = false;
+                this.data = response;
+                this.form.patchValue(response);
+            });
+    }
+
+    /** Function to get form controls */
+    get f() {
+        return this.form.controls;
+    }
+
+    /** on submit the form */
+    @ValidateForm('form')
+    onSave() {
+        this.buttonBusy = true;
+        this.submitted = true;
+        const sub$ = this.id
+            ? this.crmService.editOpportunityCategory(this.subscriptionId, this.id, this.form.value)
+            : this.crmService.postOpportunityCategory(this.subscriptionId, this.form.value);
+        sub$.subscribe(() => {
+            this.toast.success(this.translation.translate('Crm.CommonMessage.UpdatedMessage'));
+            this.back();
+        }).add(() => {
+            this.submitted = false;
+            this.buttonBusy = true;
+        });
+    }
+
+    override ngOnDestroy() {
+        super.ngOnDestroy();
+    }
+}

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories.component.html

@@ -0,0 +1,125 @@
+<div class="row">
+  <div class="col-12">
+    <p>{{ 'Crm.CategoriesMessages.CategoriesTitle' | transloco }}</p>
+    <div class="col-12" *ngIf="data.object_count === 0 && data.unfiltered_count === 0 && isLoaded">
+      <a class="btn btn-sm btn-outline-primary float-end build-category-button"
+        data-cy="add-category"
+          (click)="buildCategories()">
+        <i class="fa fa-plus-circle" aria-hidden="true"></i>
+        {{ 'Crm.CategoriesMessages.BuildCategory' | transloco }}
+      </a>
+    </div>
+    <div class="col-12">
+        <a class="btn btn-sm btn-outline-primary float-end mr-2"
+          data-cy="add-category"
+          [routerLink]="['/' + subscription?.slug + routers.categoryDetails + 'add']">
+          <i class="fa fa-plus-circle" aria-hidden="true"></i>
+          {{ 'Crm.CategoriesMessages.AddCategory' | transloco }}
+        </a>
+    </div>
+  </div>
+  <div class="w-100 text-center mt-3"
+    *ngIf="!isLoaded">
+    <p-progressSpinner strokeWidth="2"> </p-progressSpinner>
+  </div>
+  <div class="col-12">
+    <div class="primeng-datatable-container table-responsive"
+      [class.hideTable]="data.unfiltered_count === 0">
+      <p-table #dt
+        [value]="data.crm_opportunity_categories"
+        [paginator]="data.object_count !== 0"
+        [lazy]="true"
+        [rows]="PAGE_SIZE"
+        [totalRecords]="data.object_count"
+        [loading]="loading"
+        [filterDelay]="1000"
+        (onLazyLoad)="onLazyLoad($event)"
+        [customSort]="true">
+        <ng-template pTemplate="caption">
+          <div class="text-end">
+            <i class="fa fa-search mt-2 me-2" aria-hidden="true"></i>
+            <input type="text"
+              [(ngModel)]="searchText"
+              pInputText
+              size="50"
+              placeholder="Search stages..."
+              (input)="dt.filterGlobal($event.target.value, 'contains')"
+              class="mw-90" />
+          </div>
+        </ng-template>
+        <ng-template pTemplate="header">
+          <tr>
+            <th scope="true"
+              pSortableColumn="name">
+              {{ 'Crm.CategoriesMessages.Name' | transloco }}
+              <p-sortIcon field="name"></p-sortIcon>
+            </th>
+            <th scope="true"
+              pSortableColumn="previous_category_id">
+              {{ 'Crm.CategoriesMessages.PreviousCategory' | transloco }}
+              <p-sortIcon field="previous_category_id"></p-sortIcon>
+            </th>
+            <th scope="true"
+              pSortableColumn="is_visible">
+              {{ 'Crm.CategoriesMessages.Visible' | transloco }}
+              <p-sortIcon field="is_visible"></p-sortIcon>
+            </th>
+            <th scope="true">{{ 'Label.Actions' | transloco }}</th>
+          </tr>
+        </ng-template>
+        <ng-template pTemplate="body"
+          let-stage>
+          <tr>
+            <td data-head="Name">{{ stage?.name }}</td>
+            <td data-head="Previous Stage">
+              <span class="badge"
+                [appDynamicBadge]="{
+                                    itemsArray: categoryNames,
+                                    item: stage?.previous_category?.name
+                                }"
+                color="blue-grey">{{ stage?.previous_category?.name }}</span>
+            </td>
+            <td data-head="Visible">
+              <span [appDynamicBadge]="{
+                                    itemsArray: [true, false],
+                                    item: stage?.is_visible
+                                }"
+                color="success-danger"
+                class="badge">{{ stage?.is_visible }}</span>
+            </td>
+            <td data-head="Action">
+              <ul class="list-unstyled list-inline">
+                <ng-container *ngIf="hasAccess">
+                  <li ngbTooltip="Edit"
+                    class="me-2 me-sm-3"
+                    [routerLink]="[
+                                            '/' + subscription?.slug + routers.categoryDetails,
+                                            stage.id
+                                        ]">
+                    <i class="fa fa-edit edit-icon" aria-hidden="true"></i>
+                  </li>
+                  <li ngbTooltip="Delete"
+                    class="me-2 me-sm-3">
+                    <i
+                                            class="fa fa-trash delete-icon"
+                                            (click)="onDelete(stage.id)"
+                                            aria-hidden="true"
+                                        ></i>
+                  </li>
+                </ng-container>
+              </ul>
+            </td>
+          </tr>
+        </ng-template>
+      </p-table>
+      <div *ngIf="data.object_count === 0 && data.unfiltered_count !== 0">
+        <pw-no-data [withImage]="true" [message]="'Search.NoDataMessage'| transloco" [description]="'Search.NoDataDescription' | transloco" >
+    </pw-no-data>
+      </div>
+      <span class="total-records-count" *ngIf="data.object_count !== 0">{{ 'Label.Total' | transloco }}: {{ data.object_count }}</span>
+    </div>
+  </div>
+</div>
+<div *ngIf="data.unfiltered_count === 0 && isLoaded">
+  <pw-no-data [withImage]="true" [message]="'Crm.CategoriesMessages.NoCategoriesMessage' | transloco"> </pw-no-data>
+</div>

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories.component.scss

@@ -0,0 +1,3 @@
+.build-category-button {
+    margin-left: 7px;
+}

package/src/lib/private/components/smart-crm-configuration/smart-crm-opportunity-categories/smart-crm-opportunity-categories.component.spec.ts

@@ -0,0 +1,132 @@
+import { TestBed } from '@angular/core/testing';
+import { CommonServicesModule, PermissionService, UserService } from '@posiwise/common-services';
+import { SharedModule } from '@posiwise/shared-module';
+import { CrmService } from '@posiwise/smart-crm-shared';
+import { DEFAULT_USER, TestHelper } from '@posiwise/test-helpers';
+import { MockProvider } from 'ng-mocks';
+import { of } from 'rxjs';
+import Swal from 'sweetalert2';
+import { SmartCrmPrivateModule } from '../../../smart-crm-private.module';
+import { SmartCrmOpportunityCategoriesComponent } from './smart-crm-opportunity-categories.component';
+import { ToastrService } from 'ngx-toastr';
+import { Subscription } from '@posiwise/common-utilities';
+
+class UserServiceMock {
+    getUserState() {
+        return of({ currentUser: DEFAULT_USER });
+    }
+}
+
+describe('SmartCrmOpportunityCategoriesComponent', () => {
+    const createComponent = TestHelper.createComponentFactory({
+        component: SmartCrmOpportunityCategoriesComponent,
+        imports: [CommonServicesModule, SharedModule, SmartCrmPrivateModule],
+        providers: [
+            ...TestHelper.TEST_PROVIDERS,
+            MockProvider(PermissionService, {
+                evaluatePermissions: () => {
+                    return true;
+                }
+            }),
+            MockProvider(CrmService, {
+                getAllOpportunityCategories: () =>
+                    of({
+                        crm_opportunity_categories: [
+                            {
+                                id: 7,
+                                subscription_id: 31,
+                                name: 'test',
+                                previous_category_id: null,
+                                is_visible: false,
+                                is_default: false,
+                                previous_category: null
+                            }
+                        ],
+                        object_count: 1,
+                        unfiltered_count: 1
+                    }),
+                deleteOpportunityCategory: () => of({}),
+                buildDefaultSettings: () => of({})
+            }),
+            {
+                provide: UserService,
+                useClass: UserServiceMock
+            }
+        ]
+    });
+
+    beforeEach(() => {
+        TestHelper.setUpPermissionsAndUser();
+    });
+
+    it('should create', async () => {
+        TestHelper.setActivatedRoute({
+            parent: { params: of({ slug: 'posiwise-263' }) }
+        });
+        const spectator = await createComponent();
+        expect(spectator.component).toBeTruthy();
+    });
+
+    it('should delete', async () => {
+        TestHelper.setActivatedRoute({
+            parent: { params: of({ slug: 'posiwise-263' }) }
+        });
+        const spectator = await createComponent();
+        const service = TestBed.inject(CrmService);
+        const spy = spyOn(service, 'deleteOpportunityCategory').and.callThrough();
+        spectator.click('tbody tr:first-child .fa-trash');
+        expect(Swal.isVisible()).toBeTruthy();
+        Swal.clickConfirm();
+        await TestHelper.stabilize(spectator);
+        expect(spy).toHaveBeenCalledTimes(1);
+    });
+
+    it('should call buildCategories and display a success message', async () => {
+        TestHelper.setActivatedRoute({
+            parent: { params: of({ slug: 'posiwise-263' }) }
+        });
+        const spectator = await createComponent();
+        const crmService = TestBed.inject(CrmService);
+        const spyBuildDefaultSettings = spyOn(crmService, 'buildDefaultSettings').and.callThrough();
+        const toastService = TestBed.inject(ToastrService);
+        const spyToastSuccess = spyOn(toastService, 'success');
+
+        // Set the necessary property for the test
+        spectator.component.subscription = { id: 123 } as Subscription;
+
+        // Mock the CrmService response for getAllOpportunityCategories
+        const mockCategories = {
+            crm_opportunity_categories: [
+                {
+                    id: 7,
+                    subscription_id: 31,
+                    name: 'test',
+                    previous_category_id: null,
+                    is_visible: false,
+                    is_default: false,
+                    previous_category: null
+                }
+            ],
+            object_count: 1,
+            unfiltered_count: 1
+        };
+        spyOn(crmService, 'getAllOpportunityCategories').and.returnValue(of(mockCategories));
+
+        // Invoke the buildCategories method
+        spectator.component.buildCategories();
+
+        // Ensure buildDefaultSettings was called with correct arguments
+        expect(spyBuildDefaultSettings).toHaveBeenCalledWith(123);
+
+        // Verify the state change as a result of getAllOpportunityCategories being called
+        spectator.component.invokeGetAllOpportunityCategories({
+            page: 1,
+            page_size: 10
+        });
+
+        expect(spectator.component.data.crm_opportunity_categories.length).toBe(1);
+        expect(spyToastSuccess).toHaveBeenCalledWith('Record Successfully Added', '', {
+            timeOut: 10000
+        });
+    });
+});