leadlet / leadlet-webapp Goto Github PK

• We are saving just lat&lon information on deal save
• we need to save city information as well
• User should be able to filter by city.

• Use redux-orm for deal reducer
• Do not use board-resource to get deal board data
• .

Currently we have buggy and complex state manipulation code to update redux store. Instead of implementing complex update logics we should use redux-orm

• https://github.com/tommikaikkonen/redux-orm

Change Person Detail page and Update Person page.
Change title to login.
Add gender info. Use a radio button for gender information.

• Currently we have contact detail & organization details pages similar to deal detail
• It is not suitable for B2C applications
• I propose to have much more simpler pages similar to Pipedrive
  • remove details page
  • edit contacts clicking row on table
  • no need to add activities and deals to directly contacts

• instead of having one char limit for source/channel/product, put char limit to each item
• delete delete and edit icons
• make deal card shorter

Remove buggy page size selection as we will implement the new ui and new table

• Put Lost / Won buttons to DealDetail page
• When user clicks Lost ask for lost reason
  • User can select Lost reason from select box or create a new one
• When user clicks Won ask user to fill empty fields on Deal

• Remove calendar view
• Show all activities as a table ( list of rows )
• Add activity filters
  • Filter By Status : done | not done
  • Filter By Time: past | upcoming | date range
  • Filter By Type: call | appointment | operation | etc..

besides, lost reason is not shown on deal details.

• Add agent selection ( similar to pipeline selection ) on DealList page
• When an agent browse to page, set visiting agent as default for agent selection
• Agent should be able to change agent to other agent's deals

• As a user I should be able to change deal sorting from a select box ( similar to github issue sorting )
• Sorting choices are:
  • Priority
  • Create Date
  • Last Update Date
  • Upcoming Activity Date

• google maps api turned into a paid one
• remove location as it is not critical now

• We already have a timeline but it doesn't have filtering capabilities
• Add stage changes to timeline
• Add deal product price change to timeline
• Filter timeline items with tab selection. User can filter to see only notes, activities or stage changes from history
• Put upcoming activities to timeline also
• Remove activities widget from deal detail page

• As a user I should be able to filter deals which are
  • created between dates
  • lost between dates
  • won between dates
  • stage change from stageA -> stageB between dates
  • etc..

• Campaign is similar to channel / source
• Admin should be able to define new Campaigns
• Agent should be able to select Campaign on Deal Creation

• Index domain on elastic-search synchronously
• call refresh timeline after create note/activity on UI

Google Storage

• for person
• for organization
• for deal

Dropbox

• for person
• for organization
• for deal

• We shouldn't have a specific solution to doctors but we need a calendar page to see all activities and filter by product fields
• Doctor is a field of product

Google Storage

• for person
• for organization
• for deal

Dropbox

• for person
• for organization
• for deal

handleResponse fails while processing successfull response.

function reset_password(email) {
    const requestOptions = {
        method: 'POST',
        headers: { 'Content-Type': 'application/json' },
        body: email
    };

    return fetch('/api/account/reset_password/init', requestOptions).then(handleResponse);
}

Currently we are putting modal code on each component and toggle it using component states. This results in code duplication for example we need to copy delete-deal modal to every component where we need to delete deal.

Instead of managing modals within each component we can:

• create a generic component simlar to alert component that renders modal whenever it detects new modal on redux
• dispatch modal-show action when we need to show a modal

http://blog.isquaredsoftware.com/2017/07/practical-redux-part-10-managing-modals/

An activity type should have 2 fields

• name
• icon

• Change deal status via drag&drop on deals page

Add Lost / Won status filter to DealFilters
Do not show Lost filters by default on Deals page

in EditOrCreateActivity.js class

Maybe we can change Timeline refresh method for Activity, Note and Document classes.

• it is not working properly
• just remove from UI