Visit sheet

// picker variable for customer type
ensure var VarSetOfTextCustomerType kind: setOfText
  deploy: fixedOnDeploy
  value: "<root>
      <node key='keyDistributor'>Distributor</node>
      <node key='keyDealer'>Dealer</node>
    </root>"

ensure spreadsheet: VisitBook
  withFields: [
    "Date",
    "VisitedBy",
    "CustomerName",
    "MobileNumber",
    "CustomerType",
    "GSTNo",
    "Location",
    "Image1",
    "Image2",
    "Remarks"
  ]
  ofTypes: [
    date,
    pickUser,
    text,
    mobileNumber,
    pickText,
    text,
    location,
    camera,
    camera,
    paragraph
  ]
  removeRoleSet: [Owner]
  insertRoleSet: [Owner, Salesman]
  updateRoleSet: [Owner, Salesman]
  readRoleSet: [Owner, $Manager]

ensure form EntityVisit
  commentRoleSet: [Employee]
  chatLabelField: Details.CustomerName

ensure section: Details
ensure field Date defaultValue: "now"
ensure field VisitedBy disabled: true roleDataSource: [$Self] defaultValue: $Self
ensure field CustomerType sourceVar: VarSetOfTextCustomerType defaultOptionId: "keyDealer"
ensure field Location captureUser: false captureMode: onInsert
ensure field Image1 label: "Image 1" showLabel: false
ensure field Image2 label: "Image 2" showLabel: false
ensure field GSTNo label: "GST No"
ensure field Remarks lineCount: 5

ensure spreadsheet VisitBook
  searchables: [Date, VisitedBy]
  queryables: [CustomerName, MobileNumber, VisitedBy]

ensure layoutSpreadsheet ListLayout kind: list
  filter.showSearchBar: true
  firstLine.first.lineFields: [CustomerName]
  firstLine.caption.lineFields: [CustomerType]
  secondLine.first.lineFields: [MobileNumber]
  secondLine.first.showLabels: true
  thirdLine.first.lineFields: [Location]
  thirdLine.first.showLabels: true

ensure layoutSpreadsheet TableLayout kind: table
  columnSizeSet: ["AutoSize"]
  showCommentCount: true
  showComps: [
    Date,
    VisitedBy,
    CustomerName,
    MobileNumber,
    CustomerType,
    Location,
    Remarks
  ]

ensure form FilterVisit

ensure section: Details
ensure field LabelFilterDate kind: label
  label: "Filter Date"
  bold: true 
  textPattern: "Filter Date"
ensure field FromDate kind: date defaultValue: "startOfMonth"
ensure field ToDate kind: date defaultValue: "endOfMonth"
ensure field Divider kind: divider
ensure field LabelFilterEmployee kind: label
  label: "Filter Employee"
  bold: true
  textPattern: "Filter Employee"
ensure field Employee kind: pickUser roleDataSource: [Employee]

ensure form OutputVisit

ensure grid: VisitSet
ensure field Date kind: date defaultValue: "now"
ensure field VisitedBy kind: pickUser roleDataSource: [Employee]
ensure field VisitRowId kind: rowId
ensure field CustomerName kind: text
ensure field MobileNumber kind: mobileNumber
ensure field CustomerType kind: pickText sourceVar: VarSetOfTextCustomerType
ensure field GSTNo kind: text label: "GST No"
ensure field Location kind: location
ensure field Remarks kind: paragraph
ensure field MapLineStroke kind: lineStroke defaultValue: solid
ensure field MapPinShape kind: pinShape defaultValue: pin
ensure field UserColor kind: color

// change context to VisitSet grid
ensure grid: VisitSet
ensure layoutGrid TableLayout kind: table columnSizeSet: ["AutoSize"]
  showComps: [
    Date,
    VisitedBy,
    CustomerName,
    MobileNumber,
    CustomerType,
    GSTNo,
    Location,
    Remarks
  ]

// use location fields of grid to show map layout
ensure layoutGrid MapLayout kind: map
  locationField: Location
  colorField: UserColor
  shapeField: MapPinShape
  groupByField: VisitedBy
  strokeField: MapLineStroke

// change context to OutputVisit
ensure form OutputVisit

// add map layout
ensure layout Map kind: content
  direction: horizontal
  renderingMode: fullScreen
  flexCenter.gridLayouts: [VisitSet.MapLayout]

// add table layout
ensure layout Table  kind: content
  direction: vertical
  allowToSwitchLayouts: [Map]
  flexCenter.gridLayouts: [VisitSet.TableLayout]

// let user toggle between Map and Table layouts
ensure layout Map
  allowToSwitchLayouts: [Table]

ensure formula ColorFormula
  assignToField: VisitSet.UserColor
  formula: "getUserColor(${f:VisitSet.VisitedBy})"

ensure var VarFilterConditionReportVisit kind: condition
  deploy: fixedOnDeploy
  inputForm: FilterVisit
  sourceForm: EntityVisit
  value: "<root>
    <and>
      <and>
        <stmt>${f:Details.Date} &gt;= ${in:Details.FromDate}</stmt>
        <stmt>${f:Details.Date} &lt;= ${in:Details.ToDate}</stmt>
      </and>
      <or>
        <and>
          <stmt>${in:Details.Employee} has value</stmt>
          <stmt>${f:Details.VisitedBy} == ${in:Details.Employee}</stmt>
        </and>
        <stmt>${in:Details.Employee} has no value</stmt>
      </or>
    </and>
  </root>"

// mapping variable between spreadsheet form and output form
ensure var VarMappingVisit kind: mapping
  deploy: fixedOnDeploy
  fromForm: EntityVisit
  toForm: OutputVisit
  toGrid: VisitSet
  fieldMappingMap: {
    'map': {
      '${f:Details.Date}': 'VisitSet.Date',
      '${f:Details.VisitedBy}': 'VisitSet.VisitedBy',
      '${f:Details.CustomerName}': 'VisitSet.CustomerName',
      '${f:Details.MobileNumber}': 'VisitSet.MobileNumber',
      '${f:Details.CustomerType}': 'VisitSet.CustomerType',
      '${f:Details.GSTNo}': 'VisitSet.GSTNo',
      '${f:Details.Location}': 'VisitSet.Location',
      '${f:Details.Remarks}': 'VisitSet.Remarks',
      '${f:SysRowId}': 'VisitSet.VisitRowId'
    }
  }

ensure report ReportVisit kind: spreadsheet
  inputForm: FilterVisit
  outputForm: OutputVisit
  fromSpreadsheet: VisitBook
  filterConditionVar: VarFilterConditionReportVisit
  outputFormMappingVar: VarMappingVisit

ensure form OutputVisitInfo
ensure section: Details
ensure field CustomerType kind: pickText
  sourceVar: VarSetOfTextCustomerType
ensure field Customer kind: text
ensure field VisitedBy kind: pickUser roleDataSource: [Employee]
ensure field Address kind: location
ensure field Remarks kind: paragraph

ensure layout ReportLayout kind: content
  displayLabel: "Visit Info"
  direction: vertical
  start.fields: [CustomerType, Customer, Address, Remarks]

ensure report ReportVisitInfo kind: query
  label: "Visit Info"
  inputForm: OutputVisit
  outputForm: OutputVisitInfo
  fromSpreadsheets: [VisitBook]
  neoQL: "select
      ${ss:VisitBook.Details.CustomerType} as ${out:Details.CustomerType},
      ${ss:VisitBook.Details.CustomerName} as ${out:Details.Customer},
      ${ss:VisitBook.Details.VisitedBy} as ${out:Details.VisitedBy},
      ${ss:VisitBook.Details.Location} as ${out:Details.Address},
      ${ss:VisitBook.Details.Remarks} as ${out:Details.Remarks}
    from ${ss}
    where ${ctx:row.type} = ${ss:VisitBook}
      and ${ctx:row.id} = ${arg:selectedGridId.selectedGridRowId.VisitRowId}"

ensure action AddVisit kind: rowInsert
  icon: "AddLocationRounded"
  spreadsheet: VisitBook
  sendMessageToInbox: true

ensure action ReportVisit kind: report
  icon: "MapRounded"
  report: ReportVisit
  outputFormContentLayout: Map
  sendMessageToInbox: false

ensure action ReportVisitInfo kind: report
  label: "Visit Info"
  report: ReportVisitInfo
  outputFormContentLayout: ReportLayout
  sendMessageToInbox: false

ensure action EditVisitSheet kind: spreadsheetEditor
  icon: "EditNoteRounded"
  spreadsheet: VisitBook
  layoutSpreadsheet: TableLayout

ensure form OutputVisit
ensure composite VisitSet
  actionPermission: {
      'ReportVisitInfo': {
        'showMessageToolTip': true,
        'roles': [
          'Employee'
        ]
      }
    }

ensure group MyVisits
  pinnedActions: [AddVisit, ReportVisit]
  pinnedActionSetMobile: [AddVisit]
  actionPermission: {
      'AddVisit': {
        'menuGroup': '1',
        'roles': [
          'Salesman'
        ]
      },
      'EditVisitSheet': {
        'menuGroup': '2',
        'roles': [
          'Owner'
        ]
      },
      'ReportVisit': {
        'menuGroup': '3',
        'roles': [
          'Owner'
        ]
      }
    }