ever-co / ever-gauzy

Ever® Gauzy™ - Open Business Management Platform (ERP/CRM/HRM/ATS/PM) - https://gauzy.co
https://gauzy.co
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Feature: Pipelines basic CRUD #1360

Open rmagon opened 4 years ago

rmagon commented 4 years ago

We already have a "Sales" section in the sidebar, please add a "Pipelines" sub menu item.

Screenshot 2020-06-03 at 9 24 31 PM

In pipelines, let's start by showing all pipelines in a table with options to add, edit, delete pipelines. The UX needs to similar to our existing table structures like Proposals, Invoices.

Artboard

Pipeline Entity You can reuse your entity, controller etc. The pipeline entity should have:

Add a pipeline This should open a page where we have an option to add a pipeline name & description. Please check how we have pages for creating proposals, invoices.

Edit a pipeline This should get enabled only if a pipeline is selected from the table below. When clicked the page should be auto-filled with pipeline name & description with an option to edit.

Delete a pipeline This should open a confirmation box and delete the pipeline.

Note: The goal of this feature ticket is to create a page where we can add/edit/delete a pipeline with only name and description. We do not need to implement anything else to close this ticket, we will look at stages later.

AlexTasev commented 4 years ago

Completed:

Video demo: https://www.screencast.com/t/Whd0QbYOQt @rmagon Please verify that all task requirements are met and close the ticket.