CRM task planner extends base task planner

cardstack · Jan 16, 2025 · ac3b69d · ac3b69d
1 parent 046b1c7
commit ac3b69d
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Showing 5 changed files with 229 additions and 607 deletions.
diff --git a/packages/experiments-realm/CRMTask/4139bf52-03bf-41a9-a424-f5598d4feb27.json b/packages/experiments-realm/CRMTask/4139bf52-03bf-41a9-a424-f5598d4feb27.json
@@ -5,7 +5,7 @@
       "status": {
         "index": 1,
         "label": "In Progress",
-        "color": null,
+        "color": "#FFB74D",
         "completed": false
       },
       "dateRange": {
@@ -34,7 +34,7 @@
       },
       "assignee": {
         "links": {
-          "self": "../Contact/461ab2c9-6787-4719-b7bb-d6fdd40414a8"
+          "self": "../Representative/880c1d41-2563-43da-999d-ef577fa3eac9"
         }
       },
       "contact": {

diff --git a/packages/experiments-realm/CRMTask/bfefcf0b-3b24-4bfc-818a-54317e6673e1.json b/packages/experiments-realm/CRMTask/bfefcf0b-3b24-4bfc-818a-54317e6673e1.json
@@ -0,0 +1,68 @@
+{
+  "data": {
+    "type": "card",
+    "attributes": {
+      "status": {
+        "index": 1,
+        "label": "In Progress",
+        "color": null,
+        "completed": false
+      },
+      "dateRange": {
+        "start": null,
+        "end": null
+      },
+      "priority": {
+        "index": null,
+        "label": null
+      },
+      "name": null,
+      "details": null,
+      "description": null,
+      "thumbnailURL": null
+    },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
+      "subtasks": {
+        "links": {
+          "self": null
+        }
+      },
+      "assignee": {
+        "links": {
+          "self": null
+        }
+      },
+      "contact": {
+        "links": {
+          "self": null
+        }
+      },
+      "account": {
+        "links": {
+          "self": null
+        }
+      },
+      "deal": {
+        "links": {
+          "self": null
+        }
+      },
+      "tags": {
+        "links": {
+          "self": null
+        }
+      }
+    },
+    "meta": {
+      "adoptsFrom": {
+        "module": "../crm/crm-task",
+        "name": "CRMTask"
+      }
+    }
+  }
+}
diff --git a/packages/experiments-realm/crm-app.gts b/packages/experiments-realm/crm-app.gts
@@ -431,7 +431,15 @@ class CrmAppTemplate extends Component<typeof AppCard> {
         {{/if}}
       </:contentHeader>
       <:grid>
-        {{#if this.query}}
+        {{#if (eq this.activeTabId 'Task')}}
+          <CRMTaskPlannerIsolated
+            @model={{@model}}
+            @context={{@context}}
+            @fields={{@fields}}
+            @set={{@set}}
+            @fieldName={{@fieldName}}
+          />
+        {{else if this.query}}
           <CardsGrid
             @query={{this.query}}
             @realms={{this.realms}}
@@ -441,9 +449,7 @@ class CrmAppTemplate extends Component<typeof AppCard> {
             class='crm-app-grid'
           />
         {{/if}}
-        {{#if (eq this.activeTabId 'Task')}}
-          <CRMTaskPlannerIsolated @model={{@model}} @context={{@context}} />
-        {{/if}}
+
       </:grid>
     </Layout>
     <style scoped>

diff --git a/packages/experiments-realm/crm/crm-task.gts b/packages/experiments-realm/crm/crm-task.gts
@@ -15,6 +15,7 @@ import {
 import CheckboxIcon from '@cardstack/boxel-icons/checkbox';
 import Calendar from '@cardstack/boxel-icons/calendar';
 import { Contact } from './contact';
+import { Representative } from './representative';
 import { Account } from './account';
 import { Deal } from './deal';
 import { Task, TaskStatusField, getDueDateStatus } from '../task';
@@ -386,7 +387,7 @@ export class CRMTask extends Task {
     },
   });
 
-  @field assignee = linksTo(() => Contact);
+  @field assignee = linksTo(() => Representative);
   @field contact = linksTo(Contact);
   @field account = linksTo(Account);
   @field deal = linksTo(Deal);