perf(documents): refactor

packages/api-plugin-template.erxes/src/index.ts

@@ -562,7 +562,7 @@ async function startServer() {
         `${configs.name}:documents.editorAttributes`,
         async args => ({
           status: 'success',
-          data: await documents.editorAttributes()
+          data: await documents.editorAttributes(args)
         })
       );
 

packages/plugin-cards-api/src/documents.ts

@@ -2,35 +2,75 @@ import { generateModels } from './connectionResolver';
 import {
   sendContactsMessage,
   sendCoreMessage,
-  sendProductsMessage
+  sendProductsMessage,
+  sendFormsMessage
 } from './messageBroker';
-
+import * as _ from 'lodash';
 const toMoney = value => {
   return new Intl.NumberFormat().format(value);
 };
 
-export default {
-  editorAttributes: async () => {
-    return [
-      { value: 'name', name: 'Name' },
-      { value: 'createdAt', name: 'Created at' },
-      { value: 'closeDate', name: 'Close date' },
-      { value: 'description', name: 'Description' },
-      { value: 'productsInfo', name: 'Products information' },
-      { value: 'servicesInfo', name: 'Services information' },
-      { value: 'assignedUsers', name: 'Assigned users' },
-      { value: 'customers', name: 'Customers' },
-      { value: 'companies', name: 'Companies' },
-      { value: 'now', name: 'Now' },
-      { value: 'productTotalAmount', name: 'Products total amount' },
-      { value: 'servicesTotalAmount', name: 'Services total amount' },
-      { value: 'totalAmount', name: 'Total amount' },
-      { value: 'totalAmountVat', name: 'Total amount vat' },
-      { value: 'totalAmountWithoutVat', name: 'Total amount without vat' },
-      { value: 'discount', name: 'Discount' },
-      { value: 'paymentCash', name: 'Payment cash' },
-      { value: 'paymentNonCash', name: 'Payment non cash' }
+const getCustomFields = async ({ subdomain }) => {
+  let fields: any[] = [];
+
+  for (const cardType of ['task', 'ticket', 'deal']) {
+    let items = await sendFormsMessage({
+      subdomain,
+      action: 'fields.fieldsCombinedByContentType',
+      isRPC: true,
+      data: {
+        contentType: `cards:${cardType}`
+      },
+      defaultValue: []
+    });
+
+    fields = [
+      ...fields,
+      ...items.map(f => ({
+        value: f.name,
+        name: `${cardType}:${f.label}`
+      }))
     ];
+  }
+  return fields;
+};
+
+const commonFields = [
+  { value: 'name', name: 'Name' },
+  { value: 'createdAt', name: 'Created at' },
+  { value: 'closeDate', name: 'Close date' },
+  { value: 'description', name: 'Description' },
+  { value: 'productsInfo', name: 'Products information' },
+  { value: 'servicesInfo', name: 'Services information' },
+  { value: 'assignedUsers', name: 'Assigned users' },
+  { value: 'customers', name: 'Customers' },
+  { value: 'companies', name: 'Companies' },
+  { value: 'now', name: 'Now' },
+  { value: 'productTotalAmount', name: 'Products total amount' },
+  { value: 'servicesTotalAmount', name: 'Services total amount' },
+  { value: 'totalAmount', name: 'Total amount' },
+  { value: 'totalAmountVat', name: 'Total amount vat' },
+  { value: 'totalAmountWithoutVat', name: 'Total amount without vat' },
+  { value: 'discount', name: 'Discount' },
+  { value: 'paymentCash', name: 'Payment cash' },
+  { value: 'paymentNonCash', name: 'Payment non cash' }
+];
+
+export default {
+  types: [
+    {
+      label: 'Cards',
+      type: 'cards'
+    }
+  ],
+
+  editorAttributes: async ({ subdomain }) => {
+    const customFields = await getCustomFields({ subdomain });
+    const uniqueFields = customFields.filter(
+      customField =>
+        !commonFields.some(field => field.value === customField.value)
+    );
+    return [...commonFields, ...uniqueFields];
   },
 
   replaceContent: async ({ subdomain, data: { stageId, itemId, content } }) => {
@@ -331,6 +371,35 @@ export default {
       toMoney(replaceProductsResult.discount + replaceServicesResult.discount)
     );
 
+    for (const customFieldData of item.customFieldsData || []) {
+      replacedContent = replacedContent.replace(
+        new RegExp(`{{ customFieldsData.${customFieldData.field} }}`, 'g'),
+        customFieldData.stringValue
+      );
+    }
+
+    const fileds = (await getCustomFields({ subdomain })).filter(
+      customField =>
+        customField.name.includes(stage.type) &&
+        !customField.value.includes('customFieldsData')
+    );
+
+    for (const field of fileds) {
+      const propertyNames = field.value.includes('.')
+        ? field.value.split('.')
+        : [field.value];
+      let propertyValue = item;
+
+      for (const propertyName of propertyNames) {
+        propertyValue = item[propertyName];
+      }
+
+      replacedContent = replacedContent.replace(
+        new RegExp(`{{ ${field.value} }}`, 'g'),
+        propertyValue || ''
+      );
+    }
+
     return [replacedContent];
   }
 };

packages/plugin-contacts-api/src/configs.ts

@@ -22,6 +22,7 @@ import {
   updateContactValidationStatus
 } from './verifierUtils';
 import exporter from './exporter';
+import documents from './documents';
 
 export let mainDb;
 export let graphqlPubsub;
@@ -56,6 +57,7 @@ export default {
     webhooks,
     dashboards,
     exporter,
+    documents,
     // for fixing permissions
     permissions
   },

packages/plugin-contacts-api/src/documents.ts

@@ -0,0 +1,170 @@
+import { generateModels } from './connectionResolver';
+import { sendCoreMessage, sendFormsMessage } from './messageBroker';
+
+const getContactDetail = async (subdomain, contentType, contentTypeId) => {
+  const models = await generateModels(subdomain);
+
+  let contact;
+
+  if (contentType === 'contacts:customer') {
+    contact = await models.Customers.findOne({ _id: contentTypeId });
+  }
+  if (contentType === 'contacts:company') {
+    contact = await models.Companies.findOne({ _id: contentTypeId });
+  }
+
+  return contact;
+};
+
+const getFields = async ({ subdomain, contentType }) => {
+  const fields = await sendFormsMessage({
+    subdomain,
+    action: 'fields.fieldsCombinedByContentType',
+    isRPC: true,
+    data: {
+      contentType
+    },
+    defaultValue: []
+  });
+  return fields.map(f => ({ value: f.name, name: f.label }));
+};
+
+export default {
+  types: [
+    {
+      label: 'Customer',
+      type: 'contacts:customer'
+    },
+    {
+      label: 'Company',
+      type: 'contacts:company'
+    }
+  ],
+
+  editorAttributes: async ({ subdomain, data: { contentType } }) => {
+    return await getFields({ subdomain, contentType });
+  },
+  replaceContent: async ({
+    subdomain,
+    data: { contentTypeId, content, contentType }
+  }) => {
+    const contact = await getContactDetail(
+      subdomain,
+      contentType,
+      contentTypeId
+    );
+
+    if (!contact) {
+      return '';
+    }
+
+    let replacedContent: any = content || {};
+
+    ['names', 'emails', 'phones'].forEach(field => {
+      replacedContent = replacedContent.replace(
+        new RegExp(`{{ ${field} }}`, 'g'),
+        (contact[field] || []).join(', ')
+      );
+    });
+
+    [
+      'status',
+      'primaryName',
+      'primaryPhone',
+      'primaryEmail',
+      'firstName',
+      'lastName',
+      'middleName',
+      'sex',
+      'score',
+      'position',
+      'department',
+      'code',
+      'country',
+      'city',
+      'region',
+      'industry'
+    ].forEach(field => {
+      replacedContent = replacedContent.replace(
+        new RegExp(`{{ ${field} }}`, 'g'),
+        contact[field] || ''
+      );
+    });
+
+    ['createdAt', 'modifiedAt', 'birthDate'].forEach(field => {
+      replacedContent = replacedContent.replace(
+        new RegExp(` {{ ${field} }} `, 'g'),
+        contact[field] ? contact[field].toLocaleDateString() : ''
+      );
+    });
+
+    if (replacedContent.includes(`{{ parentCompanyId }}`)) {
+      const parent = await getContactDetail(
+        subdomain,
+        contentType,
+        contact.parentCompanyId
+      );
+
+      if (parent) {
+        replacedContent = replacedContent.replace(
+          /{{ parentCompanyId }}/g,
+          (parent?.names || []).join(',')
+        );
+      }
+    }
+    if (replacedContent.includes(`{{ ownerId }}`)) {
+      const owner = await sendCoreMessage({
+        subdomain,
+        action: 'users.findOne',
+        data: {
+          _id: contact.ownerId
+        },
+        isRPC: true,
+        defaultValue: {}
+      });
+
+      if (owner) {
+        if (owner.firstName && owner.lastName) {
+          replacedContent = replacedContent.replace(
+            /{{ ownerId }}/g,
+            `${owner?.firstName} ${owner?.lastName}`
+          );
+        } else {
+          replacedContent = replacedContent.replace(
+            /{{ ownerId }}/g,
+            owner?.email || ''
+          );
+        }
+      }
+    }
+
+    for (const customFieldData of contact.customFieldsData) {
+      replacedContent = replacedContent.replace(
+        new RegExp(`{{ customFieldsData.${customFieldData.field} }}`, 'g'),
+        customFieldData.stringValue
+      );
+    }
+
+    const fields = (await getFields({ subdomain, contentType })).filter(
+      customField => !customField.value.includes('customFieldsData')
+    );
+
+    for (const field of fields) {
+      const propertyNames = field.value.includes('.')
+        ? field.value.split('.')
+        : [field.value];
+      let propertyValue = contact;
+
+      for (const propertyName in propertyNames) {
+        propertyValue = propertyValue[propertyName] || propertyValue;
+      }
+
+      replacedContent = replacedContent.replace(
+        new RegExp(` {{ ${field.value} }} `, 'g'),
+        propertyValue || ''
+      );
+    }
+
+    return [replacedContent];
+  }
+};

packages/plugin-contacts-ui/src/companies/components/detail/CompanyDetails.tsx

@@ -12,6 +12,7 @@ import { UserHeader } from '@erxes/ui-contacts/src/customers/styles';
 import Wrapper from '@erxes/ui/src/layout/components/Wrapper';
 import { __ } from 'coreui/utils';
 import { isEnabled } from '@erxes/ui/src/utils/core';
+import PrintAction from '@erxes/ui-contacts/src/customers/components/common/PrintAction';
 
 type Props = {
   company: ICompany;
@@ -56,6 +57,9 @@ class CompanyDetails extends React.Component<Props> {
         mainHead={
           <UserHeader>
             <InfoSection company={company}>
+              {isEnabled('documents') && (
+                <PrintAction coc={company} contentType="contacts:company" />
+              )}
               <BasicInfo company={company} />
             </InfoSection>
           </UserHeader>

packages/plugin-contacts-ui/src/customers/components/detail/CustomerDetails.tsx

@@ -19,6 +19,7 @@ import { TabTitle } from '@erxes/ui/src/components/tabs';
 import Widget from '@erxes/ui-engage/src/containers/Widget';
 import Wrapper from '@erxes/ui/src/layout/components/Wrapper';
 import { isEnabled } from '@erxes/ui/src/utils/core';
+import PrintAction from '@erxes/ui-contacts/src/customers/components/common/PrintAction';
 
 type Props = {
   customer: ICustomer;
@@ -143,6 +144,9 @@ class CustomerDetails extends React.Component<Props> {
         mainHead={
           <UserHeader>
             <InfoSection avatarSize={40} customer={customer}>
+              {isEnabled('documents') && (
+                <PrintAction coc={customer} contentType="contacts:customer" />
+              )}
               <ActionSection customer={customer} />
             </InfoSection>
             <LeadState customer={customer} />

packages/plugin-documents-api/src/configs.ts

@@ -105,9 +105,16 @@ export default {
           replacedContents.push(content);
         } else {
           try {
+            const serviceName = document.contentType.includes(':')
+              ? document.contentType.substring(
+                  0,
+                  document.contentType.indexOf(':')
+                )
+              : document.contentType;
+
             replacedContents = await sendCommonMessage({
               subdomain,
-              serviceName: document.contentType,
+              serviceName,
               action: 'documents.replaceContent',
               isRPC: true,
               data: {