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Crm Activity

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Sedat ÖZTÜRK 2025-12-01 14:17:41 +03:00
parent 4c95b52ea8
commit 5f5bf81a6b
5 changed files with 341 additions and 28 deletions
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2
api/src/Erp.Platform.DbMigrator/Seeds/LanguagesData.json
View file

@ -9843,7 +9843,7 @@
}, },
{ {
"resourceName": "Platform", "resourceName": "Platform",
"key": "App.Crm.Activities", "key": "App.Crm.Activity",
"tr": "Aktiviteler", "tr": "Aktiviteler",
"en": "Activities" "en": "Activities"
}, },

329
api/src/Erp.Platform.DbMigrator/Seeds/ListFormSeeder_Crm.cs
View file

@ -54,7 +54,8 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = false, IsSubForm = false,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -176,7 +177,8 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = false, IsSubForm = false,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -297,7 +299,8 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
{ {
var listForm = await _listFormRepository.InsertAsync(new ListForm() var listForm = await _listFormRepository.InsertAsync(new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = false, IsSubForm = false,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -953,7 +956,8 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = false, IsSubForm = false,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -1123,7 +1127,8 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = false, IsSubForm = false,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -1503,14 +1508,15 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
} }
#endregion #endregion
#region Activity #region OpportunityActivity
listFormName = AppCodes.Crm.OpportunityActivity; listFormName = AppCodes.Crm.OpportunityActivity;
if (!await _listFormRepository.AnyAsync(a => a.ListFormCode == listFormName)) if (!await _listFormRepository.AnyAsync(a => a.ListFormCode == listFormName))
{ {
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = true, IsSubForm = true,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -1788,14 +1794,15 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
} }
#endregion #endregion
#region Competitor #region OpportunityCompetitor
listFormName = AppCodes.Crm.OpportunityCompetitor; listFormName = AppCodes.Crm.OpportunityCompetitor;
if (!await _listFormRepository.AnyAsync(a => a.ListFormCode == listFormName)) if (!await _listFormRepository.AnyAsync(a => a.ListFormCode == listFormName))
{ {
var listForm = await _listFormRepository.InsertAsync( var listForm = await _listFormRepository.InsertAsync(
new ListForm() new ListForm()
{ {
ListFormType = ListFormTypeEnum.List, ExportJson = DefaultExportJson, ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = true, IsSubForm = true,
ShowNote = true, ShowNote = true,
LayoutJson = DefaultLayoutJson, LayoutJson = DefaultLayoutJson,
@ -1969,5 +1976,309 @@ public class ListFormSeeder_Crm : IDataSeedContributor, ITransientDependency
}, },
}) })
); );
#region Activity
listFormName = AppCodes.Crm.Activity;
if (!await _listFormRepository.AnyAsync(a => a.ListFormCode == listFormName))
{
var listForm = await _listFormRepository.InsertAsync(
new ListForm()
{
ListFormType = ListFormTypeEnum.List,
ExportJson = DefaultExportJson,
IsSubForm = true,
ShowNote = true,
LayoutJson = DefaultLayoutJson,
CultureName = LanguageCodes.En,
ListFormCode = listFormName,
Name = listFormName,
Title = listFormName,
DataSourceCode = SeedConsts.DataSources.DefaultCode,
IsTenant = true,
IsBranch = false,
IsOrganizationUnit = false,
Description = listFormName,
SelectCommandType = SelectCommandTypeEnum.Table,
SelectCommand = TableNameResolver.GetFullTableName(nameof(TableNameEnum.Activity)),
KeyFieldName = "Id",
KeyFieldDbSourceType = DbType.Guid,
DefaultFilter = DefaultFilterJson,
SortMode = GridOptions.SortModeSingle,
FilterRowJson = DefaultFilterRowJson,
HeaderFilterJson = DefaultHeaderFilterJson,
SearchPanelJson = DefaultSearchPanelJson,
GroupPanelJson = DefaultGroupPanelJson,
SelectionJson = DefaultSelectionSingleJson,
ColumnOptionJson = DefaultColumnOptionJson,
PermissionJson = DefaultPermissionJson(listFormName),
DeleteCommand = DefaultDeleteCommand(nameof(TableNameEnum.Activity)),
DeleteFieldsDefaultValueJson = DefaultDeleteFieldsDefaultValueJson,
PagerOptionJson = DefaultPagerOptionJson,
EditingOptionJson = DefaultEditingOptionJson(listFormName, 500, 600, true, true, true, true, false),
InsertFieldsDefaultValueJson = DefaultInsertFieldsDefaultValueJson,
EditingFormJson = JsonSerializer.Serialize(new List<EditingFormDto>()
{
new() {
Order=1, ColCount=1, ColSpan=1, ItemType="group", Items =[
new EditingFormItemDto { Order = 1, DataField="OpportunityId", ColSpan = 1, IsRequired = true, EditorType2 = EditorTypes.dxSelectBox, EditorOptions=EditorOptionValues.ShowClearButton },
new EditingFormItemDto { Order = 2, DataField="ActivityType", ColSpan = 1, IsRequired = true, EditorType2 = EditorTypes.dxSelectBox, EditorOptions=EditorOptionValues.ShowClearButton },
new EditingFormItemDto { Order = 3, DataField="Subject", ColSpan = 1, IsRequired = true, EditorType2 = EditorTypes.dxTextBox },
new EditingFormItemDto { Order = 4, DataField="Description", ColSpan = 1, EditorType2 = EditorTypes.dxTextArea },
new EditingFormItemDto { Order = 5, DataField="EmployeeId", ColSpan = 1, IsRequired = true, EditorType2 = EditorTypes.dxSelectBox, EditorOptions=EditorOptionValues.ShowClearButton },
new EditingFormItemDto { Order = 6, DataField="ActivityDate", ColSpan = 1, IsRequired = true, EditorType2 = EditorTypes.dxDateBox },
new EditingFormItemDto { Order = 7, DataField="StartTime", ColSpan = 1, EditorType2 = EditorTypes.dxDateBox },
new EditingFormItemDto { Order = 8, DataField="EndTime", ColSpan = 1, EditorType2 = EditorTypes.dxDateBox },
new EditingFormItemDto { Order = 9, DataField="Duration", ColSpan = 1, EditorType2 = EditorTypes.dxNumberBox },
new EditingFormItemDto { Order = 10, DataField="FollowUpDate", ColSpan = 1, EditorType2 = EditorTypes.dxDateBox },
new EditingFormItemDto { Order = 11, DataField="FollowUpActivity", ColSpan = 1, EditorType2 = EditorTypes.dxTextArea },
new EditingFormItemDto { Order = 12, DataField="Outcome", ColSpan = 1, EditorType2 = EditorTypes.dxTextBox },
new EditingFormItemDto { Order = 13, DataField="NextSteps", ColSpan = 1, EditorType2 = EditorTypes.dxTextArea },
]}
}),
FormFieldsDefaultValueJson = JsonSerializer.Serialize(new FieldsDefaultValue[] {
new() { FieldName = "ActivityDate", FieldDbType = DbType.DateTime, Value = "@DATE", CustomValueType = FieldCustomValueTypeEnum.CustomKey }
}),
}, autoSave: true
);
#region Activity Fields
await _listFormFieldRepository.InsertManyAsync([
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.Guid,
FieldName = "Id",
Width = 100,
ListOrderNo = 1,
Visible = false,
IsActive = true,
IsDeleted = false,
SortIndex = 0,
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.Guid,
FieldName = "OpportunityId",
Width = 100,
ListOrderNo = 2,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
LookupJson = LookupQueryValues.DefaultLookupQueryJson(nameof(TableNameEnum.Opportunity), "Id", "Title"),
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "ActivityType",
Width = 100,
ListOrderNo = 3,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
LookupJson = JsonSerializer.Serialize(new LookupDto
{
DataSourceType = UiLookupDataSourceTypeEnum.StaticData,
DisplayExpr = "name",
ValueExpr = "key",
LookupQuery = JsonSerializer.Serialize(new LookupDataDto[] {
new() { Key="Call", Name="Call" },
new() { Key="Email", Name="Email" },
new() { Key="Meeting", Name="Meeting" },
new() { Key="Task", Name="Task" },
new() { Key="Note", Name="Note" },
new() { Key="Demo", Name="Demo" },
new() { Key="Proposal", Name="Proposal" },
}),
}),
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "Subject",
Width = 500,
ListOrderNo = 4,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "Description",
Width = 100,
ListOrderNo = 5,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.Guid,
FieldName = "EmployeeId",
Width = 100,
ListOrderNo = 6,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
LookupJson = LookupQueryValues.DefaultLookupQueryJson(nameof(TableNameEnum.Employee), "Id", "FullName"),
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.Date,
FieldName = "ActivityDate",
Width = 100,
ListOrderNo = 7,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ValidationRuleJson = DefaultValidationRuleRequiredJson,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.DateTime,
FieldName = "StartTime",
Width = 100,
ListOrderNo = 8,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.DateTime,
FieldName = "EndTime",
Width = 100,
ListOrderNo = 9,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.Int32,
FieldName = "Duration",
Width = 100,
ListOrderNo = 10,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.DateTime,
FieldName = "FollowUpDate",
Width = 100,
ListOrderNo = 11,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "FollowUpActivity",
Width = 200,
ListOrderNo = 12,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "Outcome",
Width = 200,
ListOrderNo = 13,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
new() {
ListFormCode = listForm.ListFormCode,
CultureName = LanguageCodes.En,
SourceDbType = DbType.String,
FieldName = "NextSteps",
Width = 200,
ListOrderNo = 14,
Visible = true,
IsActive = true,
IsDeleted = false,
AllowSearch = true,
ColumnCustomizationJson = DefaultColumnCustomizationJson,
PermissionJson = DefaultFieldPermissionJson(listForm.Name),
PivotSettingsJson = DefaultPivotSettingsJson
},
], autoSave: true);
#endregion
}
#endregion
} }
} }

8
api/src/Erp.Platform.DbMigrator/Seeds/MenusData.json
View file

@ -2220,12 +2220,12 @@
}, },
{ {
"ParentCode": "App.Crm", "ParentCode": "App.Crm",
"Code": "App.Crm.Activities", "Code": "App.Crm.Activity",
"DisplayName": "App.Crm.Activities", "DisplayName": "App.Crm.Activity",
"Order": 7, "Order": 7,
"Url": "/admin/list/App.Crm.Activities", "Url": "/admin/list/App.Crm.Activity",
"Icon": "FcCalendar", "Icon": "FcCalendar",
"RequiredPermissionName": "App.Crm.Activities", "RequiredPermissionName": "App.Crm.Activity",
"IsDisabled": false "IsDisabled": false
}, },
{ {

28
api/src/Erp.Platform.DbMigrator/Seeds/PermissionsData.json
View file

@ -11404,17 +11404,17 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities", "Name": "App.Crm.Activity",
"ParentName": null, "ParentName": null,
"DisplayName": "App.Crm.Activities", "DisplayName": "App.Crm.Activity",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
"MenuGroup": "Erp" "MenuGroup": "Erp"
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Create", "Name": "App.Crm.Activity.Create",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Create", "DisplayName": "Create",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
@ -11422,8 +11422,8 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Update", "Name": "App.Crm.Activity.Update",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Update", "DisplayName": "Update",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
@ -11431,8 +11431,8 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Delete", "Name": "App.Crm.Activity.Delete",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Delete", "DisplayName": "Delete",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
@ -11440,8 +11440,8 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Export", "Name": "App.Crm.Activity.Export",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Export", "DisplayName": "Export",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
@ -11449,8 +11449,8 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Import", "Name": "App.Crm.Activity.Import",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Import", "DisplayName": "Import",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,
@ -11458,8 +11458,8 @@
}, },
{ {
"GroupName": "App.Crm", "GroupName": "App.Crm",
"Name": "App.Crm.Activities.Note", "Name": "App.Crm.Activity.Note",
"ParentName": "App.Crm.Activities", "ParentName": "App.Crm.Activity",
"DisplayName": "Note", "DisplayName": "Note",
"IsEnabled": true, "IsEnabled": true,
"MultiTenancySide": 3, "MultiTenancySide": 3,

2
api/src/Erp.Platform.Domain/Data/SeedConsts.cs
View file

@ -506,6 +506,8 @@ public static class SeedConsts
public const string Opportunity = Default + ".Opportunity"; public const string Opportunity = Default + ".Opportunity";
public const string OpportunityActivity = Default + ".OpportunityActivity"; public const string OpportunityActivity = Default + ".OpportunityActivity";
public const string OpportunityCompetitor = Default + ".OpportunityCompetitor"; public const string OpportunityCompetitor = Default + ".OpportunityCompetitor";
public const string Activity = Default + ".Activity";
public const string Orders = Default + ".Orders";
} }
public static class SupplyChain public static class SupplyChain