diff --git a/src/Pages/CrmTest/CrmTest.js b/src/Pages/CrmTest/CrmTest.js
index e3b95e4..2a7caba 100644
--- a/src/Pages/CrmTest/CrmTest.js
+++ b/src/Pages/CrmTest/CrmTest.js
@@ -14,6 +14,7 @@ import {
Typography,
notification,
Badge,
+ Popover,
} from "antd";
import { useTranslation } from "react-i18next";
import {
@@ -42,6 +43,8 @@ import { MySupsenseFallback } from "../../Components/MySupsenseFallback";
import { linkDialogPlugin } from "@mdxeditor/editor";
import { tablePlugin } from "@mdxeditor/editor";
import { frontmatterPlugin } from "@mdxeditor/editor";
+import { MyAvatar } from "../../Components/MyAvatar";
+import { useAppContext } from "../../Contexts/AppContext";
const CRM_TYPE = {
CUSTOMERS: 0,
@@ -55,6 +58,7 @@ function MyBadge({ count }) {
export default function CrmTest() {
const { t } = useTranslation();
+ const appContext = useAppContext();
const crmContext = useCrmContext();
const [isRequesting, setIsRequesting] = useState(false);
@@ -94,6 +98,11 @@ export default function CrmTest() {
const getTableContent = () => {
return [
+ {
+ title: "Assignee",
+ dataIndex: "assignee",
+ key: "assignee",
+ },
{
title: t("crm.table.firstName"),
dataIndex: "firstName",
@@ -151,6 +160,32 @@ export default function CrmTest() {
data.forEach((item) => {
items.push({
key: item.Id,
+ assignee: (
+ <>
+
+ }
+ >
+ <>
+ {" "}
+ {
+ appContext.users.find((u) => u.Id === item.AssignedEmployee)
+ ?.Username
+ }
+ >
+
+ >
+ ),
id: item.Id,
firstName: item.FirstName,
lastName: item.LastName,
@@ -158,7 +193,29 @@ export default function CrmTest() {
telephone: item.Telephone,
email: item.Email,
lastContact: FormatDatetime(item.LastContact),
- createdBy: item.CreatedBy,
+ createdBy: (
+ <>
+
+ }
+ >
+ <>
+ {" "}
+ {
+ appContext.users.find((u) => u.Id === item.CreatedBy)
+ ?.Username
+ }
+ >
+
+ >
+ ),
});
});
@@ -335,6 +392,7 @@ export default function CrmTest() {
function CustomerDrawer({ isOpen, setIsOpen, onClose, notificationApi }) {
const { t } = useTranslation();
+ const appContext = useAppContext();
const crmContext = useCrmContext();
const [formDealInfo] = Form.useForm();
@@ -441,6 +499,7 @@ function CustomerDrawer({ isOpen, setIsOpen, onClose, notificationApi }) {
formDealInfo.setFieldsValue({
Pipeline: 1,
DealPhase: 1,
+ AssignedEmployee: appContext.userId.current,
});
return;
}
@@ -460,8 +519,8 @@ function CustomerDrawer({ isOpen, setIsOpen, onClose, notificationApi }) {
changedFields.push("Notes");
}
- // check if something has changed (length 2 = only the pipeline and deal phase)
- if (changedFields.length === 2) return;
+ // check if something has changed (length 2 = only the pipeline, deal phase and assigned employee)
+ if (changedFields.length === 3) return;
Object.keys(values).forEach((key) => {
if (values[key] !== undefined) {
@@ -559,14 +618,36 @@ function CustomerDrawer({ isOpen, setIsOpen, onClose, notificationApi }) {
onClose={onClose}
width={720}
extra={
-
+
+
+
+
+
+
+
+
}
>
(
@@ -647,9 +729,18 @@ function TabContentDealInfo({ form }) {
// set deal phase to 1 when the pipeline changes
// without this the user could set a deal phase that is not available for the selected pipeline
useEffect(() => {
- form.setFieldsValue({
- DealPhase: 1,
- });
+ const options = t(
+ pipeline === 1
+ ? "crm.dmcPipeline.segmentedOptions"
+ : "crm.setterCloser.segmentedOptions",
+ { returnObjects: true }
+ );
+
+ if (dealPhase > options.length) {
+ form.setFieldsValue({
+ DealPhase: options.length,
+ });
+ }
}, [pipeline]);
return (
@@ -829,11 +920,6 @@ function TabContentDealInfo({ form }) {
label:
"crm.tabContent.dealInfo.collapseDealProperties.bookedPackages",
},
- {
- name: "AssignedEmployee",
- label:
- "crm.tabContent.dealInfo.collapseDealProperties.assignedEmployee",
- },
]}
/>