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IO-2214 Add lost sale reason tracking.

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This commit is contained in:
Patrick Fic
2023-03-13 12:07:25 -07:00
parent 12e3d61cfb
commit f3911859c7
19 changed files with 403 additions and 238 deletions
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53
client/src/components/job-at-change/schedule-event.component.jsx
View File

@@ -3,9 +3,11 @@ import {
Button,
Divider,
Dropdown,
Form,
Menu,
notification,
Popover,
Select,
Space,
} from "antd";
import parsePhoneNumber from "libphonenumber-js";
@@ -59,7 +61,10 @@ export function ScheduleEventComponent({
const blockContent = (
<div>
<Button onClick={() => handleCancel(event.id)} disabled={event.arrived}>
<Button
onClick={() => handleCancel({ id: event.id })}
disabled={event.arrived}
>
{t("appointments.actions.cancel")}
</Button>
</div>
@@ -203,10 +208,46 @@ export function ScheduleEventComponent({
<Button>{t("appointments.actions.sendreminder")}</Button>
</Dropdown>
) : null}
<Button onClick={() => handleCancel(event.id)} disabled={event.arrived}>
{t("appointments.actions.cancel")}
</Button>
<Popover
trigger="click"
disabled={event.arrived}
content={
<Form
layout="vertical"
onFinish={({ lost_sale_reason }) => {
handleCancel({ id: event.id, lost_sale_reason });
}}
>
<Form.Item
name="lost_sale_reason"
label={t("jobs.fields.lost_sale_reason")}
rules={[
{
required: true,
//message: t("general.validation.required"),
},
]}
>
<Select
options={bodyshop.md_lost_sale_reasons.map((lsr) => ({
label: lsr,
value: lsr,
}))}
/>
</Form.Item>
<Button htmlType="submit">
{t("appointments.actions.cancel")}
</Button>
</Form>
}
>
<Button
// onClick={() => handleCancel(event.id)}
disabled={event.arrived}
>
{t("appointments.actions.cancel")}
</Button>
</Popover>
{event.isintake ? (
<Button
disabled={event.arrived}
@@ -249,7 +290,7 @@ export function ScheduleEventComponent({
const RegularEvent = event.isintake ? (
<Space
wrap
size='small'
size="small"
style={{
backgroundColor:
event.color && event.color.hex ? event.color.hex : event.color,

5
client/src/components/job-at-change/schedule-event.container.jsx
View File

@@ -11,7 +11,7 @@ export default function ScheduleEventContainer({ bodyshop, event, refetch }) {
const { t } = useTranslation();
const [cancelAppointment] = useMutation(CANCEL_APPOINTMENT_BY_ID);
const [updateJob] = useMutation(UPDATE_JOB);
const handleCancel = async (id) => {
const handleCancel = async ({ id, lost_sale_reason }) => {
logImEXEvent("schedule_cancel_appt");
const cancelAppt = await cancelAppointment({
@@ -38,7 +38,8 @@ export default function ScheduleEventContainer({ bodyshop, event, refetch }) {
job: {
date_scheduled: null,
scheduled_in: null,
scheduled_completion:null,
scheduled_completion: null,
lost_sale_reason,
status: bodyshop.md_ro_statuses.default_imported,
},
},

6
client/src/components/jobs-detail-general/jobs-detail-general.component.jsx
View File

@@ -289,6 +289,12 @@ export function JobsDetailGeneral({ bodyshop, jobRO, job, form }) {
>
<Input disabled={jobRO} />
</Form.Item>
<Form.Item
label={t("jobs.fields.lost_sale_reason")}
name="lost_sale_reason"
>
<Input disabled={jobRO} allowClear />
</Form.Item>
</FormRow>
</div>
);

91
client/src/components/jobs-detail-header-actions/jobs-detail-header-actions.component.jsx
View File

@@ -1,6 +1,15 @@
import { DownCircleFilled } from "@ant-design/icons";
import { useApolloClient, useMutation } from "@apollo/client";
import { Button, Dropdown, Menu, notification, Popconfirm } from "antd";
import {
Button,
Dropdown,
Form,
Menu,
notification,
Popconfirm,
Popover,
Select,
} from "antd";
import React, { useMemo } from "react";
import { useTranslation } from "react-i18next";
import { connect } from "react-redux";
@@ -127,35 +136,63 @@ export function JobsDetailHeaderActions({
<Menu.Item
disabled={job.status !== bodyshop.md_ro_statuses.default_scheduled}
>
<Popconfirm
title={t("general.labels.areyousure")}
okText="Yes"
cancelText="No"
onClick={(e) => e.stopPropagation()}
<Popover
trigger="click"
disabled={job.status !== bodyshop.md_ro_statuses.default_scheduled}
onConfirm={async () => {
const jobUpdate = await cancelAllAppointments({
variables: {
jobid: job.id,
job: {
date_scheduled: null,
scheduled_in: null,
scheduled_completion: null,
status: bodyshop.md_ro_statuses.default_imported,
},
},
});
if (!jobUpdate.errors) {
notification["success"]({
message: t("appointments.successes.canceled"),
});
return;
}
}}
getPopupContainer={(trigger) => trigger.parentNode}
content={
<Form
layout="vertical"
onFinish={async ({ lost_sale_reason }) => {
const jobUpdate = await cancelAllAppointments({
variables: {
jobid: job.id,
job: {
date_scheduled: null,
scheduled_in: null,
scheduled_completion: null,
lost_sale_reason,
status: bodyshop.md_ro_statuses.default_imported,
},
},
});
if (!jobUpdate.errors) {
notification["success"]({
message: t("appointments.successes.canceled"),
});
return;
}
}}
>
<Form.Item
name="lost_sale_reason"
label={t("jobs.fields.lost_sale_reason")}
rules={[
{
required: true,
//message: t("general.validation.required"),
},
]}
>
<Select
options={bodyshop.md_lost_sale_reasons.map((lsr) => ({
label: lsr,
value: lsr,
}))}
/>
</Form.Item>
<Button
htmlType="submit"
disabled={
job.status !== bodyshop.md_ro_statuses.default_scheduled
}
>
{t("appointments.actions.cancel")}
</Button>
</Form>
}
>
{t("menus.jobsactions.cancelallappointments")}
</Popconfirm>
</Popover>
</Menu.Item>
<Menu.Item
disabled={

1
client/src/components/schedule-job-modal/schedule-job-modal.container.jsx
View File

@@ -148,6 +148,7 @@ export function ScheduleJobModalContainer({
date_scheduled: new Date(),
scheduled_in: values.start,
scheduled_completion: values.scheduled_completion,
lost_sale_reason: null,
},
},
});

13
client/src/components/shop-info/shop-info.scheduling.component.jsx
View File

@@ -76,6 +76,19 @@ export default function ShopInfoSchedulingComponent({ form }) {
>
<InputNumber min={0} />
</Form.Item>
<Form.Item
name={["md_lost_sale_reasons"]}
label={t("bodyshop.fields.md_lost_sale_reasons")}
rules={[
{
// required: true,
//message: t("general.validation.required"),
type: "array",
},
]}
>
<Select mode="tags" />
</Form.Item>
</LayoutFormRow>
<Divider orientation="left">{t("bodyshop.labels.workingdays")}</Divider>
<Space wrap size="large">

1
client/src/graphql/appointments.queries.js
View File

@@ -268,6 +268,7 @@ export const CANCEL_APPOINTMENTS_BY_JOB_ID = gql`
scheduled_in
scheduled_completion
status
lost_sale_reason
}
}
`;

2
client/src/graphql/bodyshop.queries.js
View File

@@ -113,6 +113,7 @@ export const QUERY_BODYSHOP = gql`
localmediaservernetwork
localmediatoken
enforce_conversion_csr
md_lost_sale_reasons
employees {
user_email
id
@@ -223,6 +224,7 @@ export const UPDATE_SHOP = gql`
localmediaservernetwork
localmediatoken
enforce_conversion_csr
md_lost_sale_reasons
employees {
id
first_name

1
client/src/graphql/jobs.queries.js
View File

@@ -536,6 +536,7 @@ export const GET_JOB_BY_PK = gql`
driveable
towin
loss_of_use
lost_sale_reason
vehicle {
id
plate_no

2
client/src/translations/en_us/common.json
View File

@@ -329,6 +329,7 @@
"zip": "Zip/Postal Code"
},
"md_jobline_presets": "Jobline Presets",
"md_lost_sale_reasons": "Lost Sale Reasons",
"md_parts_order_comment": "Parts Orders Comments",
"md_payment_types": "Payment Types",
"md_referral_sources": "Referral Sources",
@@ -1447,6 +1448,7 @@
"loss_date": "Loss Date",
"loss_desc": "Loss Description",
"loss_of_use": "Loss of Use",
"lost_sale_reason": "Lost Sale Reason",
"ma2s": "2 Stage Paint",
"ma3s": "3 Stage Pain",
"mabl": "MABL?",

2
client/src/translations/es/common.json
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@@ -329,6 +329,7 @@
"zip": ""
},
"md_jobline_presets": "",
"md_lost_sale_reasons": "",
"md_parts_order_comment": "",
"md_payment_types": "",
"md_referral_sources": "",
@@ -1447,6 +1448,7 @@
"loss_date": "Fecha de pérdida",
"loss_desc": "",
"loss_of_use": "",
"lost_sale_reason": "",
"ma2s": "",
"ma3s": "",
"mabl": "",

2
client/src/translations/fr/common.json
View File

@@ -329,6 +329,7 @@
"zip": ""
},
"md_jobline_presets": "",
"md_lost_sale_reasons": "",
"md_parts_order_comment": "",
"md_payment_types": "",
"md_referral_sources": "",
@@ -1447,6 +1448,7 @@
"loss_date": "Date de perte",
"loss_desc": "",
"loss_of_use": "",
"lost_sale_reason": "",
"ma2s": "",
"ma3s": "",
"mabl": "",