@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.component.ts

@@ -0,0 +1,145 @@
+import {
+    AfterViewChecked,
+    ChangeDetectorRef,
+    Component,
+    Injector,
+    OnDestroy,
+    OnInit
+} from '@angular/core';
+import { ROUTERS } from '../../../../shared/routers/routers';
+import { CrmService } from '@posiwise/smart-crm-shared';
+import { LazyLoadEvent } from 'primeng/api';
+
+import { PAGE_SIZE, Paging, Subscription } from '@posiwise/common-utilities';
+import { CrmOpportunityCategoryResponse } from '../../../../shared/interface/crm-opportunity.interface';
+import { AppBaseComponent } from '@posiwise/app-base-component';
+import { User } from '@posiwise/common-utilities';
+import { HelperService } from '@posiwise/helper-service';
+
+@Component({
+    selector: 'pw-smart-crm-opportunity-categories',
+    templateUrl: './smart-crm-opportunity-categories.component.html',
+    styleUrls: ['./smart-crm-opportunity-categories.component.scss']
+})
+export class SmartCrmOpportunityCategoriesComponent
+    extends AppBaseComponent
+    implements OnInit, OnDestroy, AfterViewChecked
+{
+    data: CrmOpportunityCategoryResponse = {
+        crm_opportunity_categories: [],
+        object_count: 0,
+        unfiltered_count: 0
+    };
+
+    searchText = '';
+
+    loading = true;
+
+    hasAccess = false;
+
+    isLoaded = false;
+
+    subscriptionId: number;
+
+    user: User;
+
+    private page = 1;
+
+    subscription: Subscription;
+
+    categoryNames = [];
+
+    routers = ROUTERS;
+
+    constructor(
+        injector: Injector,
+        private crmService: CrmService,
+        private cdr: ChangeDetectorRef
+    ) {
+        super(injector);
+    }
+
+    ngOnInit() {
+        this.getUserSubscription().subscribe(response => {
+            this.subscription = response;
+            if (this.subscription?.id) {
+                this.hasAccess = this.hasAdminAccess(this.subscription?.id);
+            }
+        });
+    }
+
+    ngAfterViewChecked() {
+        this.cdr.detectChanges();
+    }
+
+    onLazyLoad(event: LazyLoadEvent) {
+        const pageDetails = HelperService.onTableLazyLoad(event);
+        this.page = pageDetails.page;
+        this.getAllOpportunityCategories({
+            page: this.page,
+            page_size: PAGE_SIZE,
+            order_by: pageDetails.sortField,
+            order_direction: pageDetails.sortOrder,
+            search: this.searchText
+        });
+    }
+
+    /** Function to get all categories */
+    private getAllOpportunityCategories(paging: Paging) {
+        this.getUserSubscriptionId().subscribe(response => {
+            if (response) {
+                this.subscriptionId = response;
+                this.crmService
+                    .getAllOpportunityCategories(this.subscriptionId, paging)
+                    .subscribe(res => {
+                        this.data = res;
+                        this.categoryNames = res?.crm_opportunity_categories?.map(category => {
+                            return category?.name;
+                        });
+                    })
+                    .add(() => {
+                        this.isLoaded = true;
+                        this.loading = false;
+                    });
+            }
+        });
+    }
+
+    public invokeGetAllOpportunityCategories(paging: Paging) {
+        this.getAllOpportunityCategories(paging);
+    }
+
+    /** Function to delete categories */
+    onDelete(id: number) {
+        HelperService.raiseDeletePopup().then(res => {
+            if (res.value) {
+                this.crmService
+                    .deleteOpportunityCategory(this.subscription?.id, id)
+                    .subscribe(() => {
+                        this.getAllOpportunityCategories({
+                            page: this.page,
+                            page_size: PAGE_SIZE,
+                            search: this.searchText
+                        });
+                        this.toast.success(
+                            this.translation.translate('Crm.CommonMessage.DeletedMessage')
+                        );
+                    });
+            }
+        });
+    }
+
+    buildCategories() {
+        this.crmService.buildDefaultSettings(this.subscription?.id).subscribe(() => {
+            this.getAllOpportunityCategories({
+                page: this.page,
+                page_size: PAGE_SIZE
+            });
+            this.toast.success(this.translation.translate('Crm.CommonMessage.AddedMessage'));
+        });
+    }
+
+    override ngOnDestroy() {
+        super.ngOnDestroy();
+    }
+}

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

@@ -0,0 +1,61 @@
+<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.AccountSourceMessage.AccountSource' | transloco }}:
+        {{ isLoading ? '' : (data?.name ? 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 overflow-hidden">
+  <div class="p-2 mt-3">
+    <form [formGroup]="sourceForm"
+      *ngIf="!isLoading"
+      (ngSubmit)="onSave()">
+      <div class="row mb-3">
+        <div class="col-12 col-sm-4">
+          <pw-input-container [label]="'Crm.AccountSourceMessage.Name' | transloco"
+            name="name"
+            [errorMsg]="'name is required' | transloco">
+            <input type="text"
+              class="form-control"
+              formControlName="name"
+              id="name"
+              [ngClass]="{ 'is-invalid': submitted && f['name'].errors }" />
+          </pw-input-container>
+        </div>
+        <div class="col-md-3 col-lg-2 pe-0 cancel-button"
+          *rbacAllow="'SuperAdmin'">
+          <div class="mb-3">
+            <label class="d-sm-block vertical-bottom mb-2">{{
+                            'Crm.AccountSourceMessage.IsDefault' | transloco
+                        }}</label>
+            <ui-switch class="ms-3 ms-sm-0"
+              name="is_default"
+              formControlName="is_default">
+            </ui-switch>
+          </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-source/smart-crm-source-details/smart-crm-source-details.component.spec.ts

@@ -0,0 +1,81 @@
+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 { SmartCrmPrivateModule } from '../../../../smart-crm-private.module';
+import { SmartCrmSourceDetailsComponent } from './smart-crm-source-details.component';
+
+class UserServiceMock {
+    getUserState() {
+        return of({ currentUser: DEFAULT_USER });
+    }
+}
+describe('SmartCrmSourceDetailsComponent', () => {
+    const createComponent = TestHelper.createComponentFactory({
+        component: SmartCrmSourceDetailsComponent,
+        imports: [CommonServicesModule, SharedModule, SmartCrmPrivateModule],
+        providers: [
+            ...TestHelper.TEST_PROVIDERS,
+            MockProvider(PermissionService, {
+                evaluatePermissions: () => {
+                    return true;
+                }
+            }),
+            MockProvider(CrmService, {
+                getAccountSourceDetails: () =>
+                    of({
+                        id: 1,
+                        name: 'test2',
+                        is_default: true,
+                        subscription_id: 1
+                    }),
+                updateAccountSource: () => of({}),
+                saveAccountSource: () => 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, 'saveAccountSource').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, 'updateAccountSource').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-source/smart-crm-source-details/smart-crm-source-details.component.ts

@@ -0,0 +1,88 @@
+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 { CrmSource } from '../../../../../shared/interface/crm-source.interface';
+import { AppBaseComponent } from '@posiwise/app-base-component';
+
+@Component({
+    selector: 'pw-smart-crm-source-details',
+    templateUrl: './smart-crm-source-details.component.html'
+})
+export class SmartCrmSourceDetailsComponent extends AppBaseComponent implements OnInit, OnDestroy {
+    subscriptionId: number;
+
+    submitted = false;
+    buttonBusy = false;
+    isLoading = true;
+
+    sourceForm: UntypedFormGroup;
+
+    data: CrmSource;
+
+    sourceId: number;
+
+    constructor(
+        injector: Injector,
+        private crmService: CrmService
+    ) {
+        super(injector);
+        this.sourceForm = AppSmartCrm.getSourceForm();
+    }
+
+    ngOnInit(): void {
+        this.getUserSubscriptionId().subscribe(response => {
+            this.subscriptionId = response;
+            if (this.subscriptionId) {
+                this.sourceForm.get('subscription_id').setValue(this.subscriptionId);
+            }
+        });
+        this.route.params.subscribe(data => {
+            this.sourceId = Number(data['id']);
+            if (this.sourceId) {
+                this.getSourceDetails(this.sourceId);
+            } else {
+                this.isLoading = false;
+            }
+        });
+    }
+
+    /** Function to get source details */
+    private getSourceDetails(id) {
+        this.crmService.getAccountSourceDetails(this.subscriptionId, id).subscribe(response => {
+            this.isLoading = false;
+            this.data = response;
+            this.sourceForm.patchValue(response);
+        });
+    }
+
+    onSave() {
+        this.buttonBusy = true;
+        this.submitted = true;
+        if (this.sourceForm.valid) {
+            const data = this.sourceForm.value;
+            const sub$ = this.sourceId
+                ? this.crmService.updateAccountSource(this.subscriptionId, this.sourceId, data)
+                : this.crmService.saveAccountSource(this.subscriptionId, data);
+            sub$.subscribe(() => {
+                this.toast.success(
+                    this.translation.translate('Crm.AccountSourceMessage.UpdatedMessage')
+                );
+                this.back();
+            }).add(() => {
+                this.submitted = false;
+                this.buttonBusy = false;
+            });
+        }
+    }
+
+    /** Function to get form controls */
+    get f() {
+        return this.sourceForm.controls;
+    }
+
+    override ngOnDestroy() {
+        super.ngOnDestroy();
+    }
+}

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

@@ -0,0 +1,96 @@
+<div class="row">
+  <div class="col-12 mb-3">
+    <p>Please define the sources that you want to associate with your prospect accounts.</p>
+    <a class="btn btn-sm btn-outline-primary float-end build-action-button"
+      *ngIf="data.object_count === 0 && data.unfiltered_count === 0 && isLoaded"
+      data-cy="build-contact"
+      (click)="buildAccountSource()">
+      <i class="fa fa-plus-circle" aria-hidden="true"></i>
+      {{ 'Crm.AccountSourceMessage.BuildAccountSource' | transloco }}
+    </a>
+    <a class="btn btn-sm btn-outline-primary float-end"
+      data-cy="add-contact"
+      [routerLink]="['/' + subscription?.slug + routers.sourceDetails + 'add']">
+      <i class="fa fa-plus-circle" aria-hidden="true"></i>
+      {{ 'Crm.AccountSourceMessage.AddAccountSource' | transloco }}
+    </a>
+  </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_sources"
+        [paginator]="data.object_count !== 0"
+        [lazy]="true"
+        [rows]="PAGE_SIZE"
+        [totalRecords]="data.object_count"
+        [loading]="loading"
+        [filterDelay]="1000"
+        (onLazyLoad)="onLazyLoad($event)"
+        [customSort]="true">
+        <ng-template pTemplate="caption">
+          <div class="text-end">
+            <i class="fa fa-search mt-2 me-2" aria-hidden="true"></i>
+            <input type="text"
+              [(ngModel)]="searchText"
+              pInputText
+              size="50"
+              placeholder="Search source..."
+              (input)="dt.filterGlobal($event.target.value, 'contains')"
+              class="mw-90" />
+          </div>
+        </ng-template>
+        <ng-template pTemplate="header">
+          <tr>
+            <th scope="true"
+              pSortableColumn="name">
+              {{ 'Crm.AccountSourceMessage.Name' | transloco }}
+              <p-sortIcon field="name"></p-sortIcon>
+            </th>
+            <th scope="true">{{ 'Label.Actions' | transloco }}</th>
+          </tr>
+        </ng-template>
+        <ng-template pTemplate="body"
+          let-source>
+          <tr>
+            <td data-head="Name">{{ source.name }}</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.sourceDetails,
+                                            source.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(source.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.AccountSourceMessage.NoDataMessage' | transloco"> </pw-no-data>
+</div>

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

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

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

@@ -0,0 +1,109 @@
+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 { SmartCrmCompanySourceComponent } from './smart-crm-source.component';
+import { ToastrService } from 'ngx-toastr';
+import { Subscription } from '@posiwise/common-utilities';
+
+class UserServiceMock {
+    getUserState() {
+        return of({ currentUser: DEFAULT_USER });
+    }
+}
+describe('SmartCrmCompanySourceComponent', () => {
+    const createComponent = TestHelper.createComponentFactory({
+        component: SmartCrmCompanySourceComponent,
+        imports: [CommonServicesModule, SharedModule, SmartCrmPrivateModule],
+        providers: [
+            ...TestHelper.TEST_PROVIDERS,
+            MockProvider(PermissionService, {
+                evaluatePermissions: () => {
+                    return true;
+                }
+            }),
+            MockProvider(CrmService, {
+                getAllAccountSource: () =>
+                    of({
+                        crm_sources: [
+                            {
+                                id: 1,
+                                name: 'test2',
+                                is_default: true,
+                                subscription_id: 1
+                            }
+                        ],
+                        object_count: 1,
+                        unfiltered_count: 1
+                    }),
+                deleteSource: () => of({}),
+                buildAccountSources: jasmine
+                    .createSpy('buildAccountSources')
+                    .and.returnValue(of({})) // Mocking buildDefaultActions
+            }),
+            {
+                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, 'deleteSource').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 buildDefaultAccountSource and display a success message', async () => {
+        TestHelper.setActivatedRoute({
+            parent: { params: of({ slug: 'posiwise-263' }) }
+        });
+        const spectator = await createComponent();
+        const crmService = TestBed.inject(CrmService);
+        const spyGetAllActions = spyOn(spectator.component, 'getAllSource').and.callThrough();
+        const toastService = TestBed.inject(ToastrService);
+        const spyToastSuccess = spyOn(toastService, 'success').and.callThrough(); // Ensure spy is properly set up
+
+        // Only set the necessary property for the test
+        spectator.component.subscription = { id: 123 } as Subscription;
+
+        // Invoke the buildDefaultActions method
+        spectator.component.buildAccountSource();
+
+        expect(crmService.buildAccountSources).toHaveBeenCalledWith(123);
+        expect(spyGetAllActions).toHaveBeenCalledWith({
+            page: spectator.component['page'],
+            page_size: spectator.component['PAGE_SIZE']
+        });
+        expect(spyToastSuccess).toHaveBeenCalledWith(
+            'Record Successfully Added',
+            '',
+            jasmine.objectContaining({ timeOut: 10000 })
+        );
+    });
+});