update doctype workflows and events for Sales Order creation from Quotation

custom_ui/api/db/estimates.py

@@ -104,56 +104,76 @@ def get_estimate_from_address(full_address):
 @frappe.whitelist() 
 def send_estimate_email(estimate_name):
 # def send_estimate_email_job(estimate_name):
-    print("DEBUG: Sending estimate email for:", estimate_name)
+    try:
-    quotation = frappe.get_doc("Quotation", estimate_name)
+        print("DEBUG: Sending estimate email for:", estimate_name)
+        quotation = frappe.get_doc("Quotation", estimate_name)
         
-    party_exists = frappe.db.exists(quotation.quotation_to, quotation.party_name)
+        party_exists = frappe.db.exists(quotation.quotation_to, quotation.party_name)
-    if not party_exists:
+        if not party_exists:
-        return build_error_response("No email found for the customer.", 400)
+            return build_error_response("No email found for the customer.", 400)
-    party = frappe.get_doc(quotation.quotation_to, quotation.party_name)
+        party = frappe.get_doc(quotation.quotation_to, quotation.party_name)
+        
+        email = None
+        if (getattr(party, 'email_id', None)):
+            email = party.email_id
+        elif (getattr(party, 'contact_ids', None) and len(party.email_ids) > 0):
+            primary = next((e for e in party.email_ids if e.is_primary), None)
+            email = primary.email_id if primary else party.email_ids[0].email_id
+        
+        if not email and quotation.custom_installation_address:
+            address = frappe.get_doc("Address", quotation.custom_installation_address)
+            email = getattr(address, 'email_id', None)
+        if not email:
+            return build_error_response("No email found for the customer or address.", 400)
+        
+        # email = "casey@shilohcode.com"
+        template_name = "Quote with Actions - SNW"
+        template = frappe.get_doc("Email Template", template_name)
+        message = frappe.render_template(template.response, {"name": quotation.name})
+        subject = frappe.render_template(template.subject, {"doc": quotation})
+        print("DEBUG: Message: ", message)
+        print("DEBUG: Subject: ", subject)
+        html = frappe.get_print("Quotation", quotation.name, print_format="Quotation - SNW - Standard", letterhead=True)
+        print("DEBUG: Generated HTML for PDF.")
+        pdf = get_pdf(html)
+        print("DEBUG: Generated PDF for email attachment.")
+        frappe.sendmail(
+            recipients=email,
+            subject=subject,
+            content=message,
+            doctype="Quotation",
+            name=quotation.name,
+            read_receipt=1,
+            print_letterhead=1,
+            attachments=[{"fname": f"{quotation.name}.pdf", "fcontent": pdf}]
+        )
+        print(f"DEBUG: Email sent to {email} successfully.")
+        quotation.custom_current_status = "Submitted"
+        quotation.custom_sent = 1
+        quotation.save()
+        updated_quotation = frappe.get_doc("Quotation", estimate_name)
+        print("DEBUG: Quotation submitted successfully.")
+        return build_success_response(updated_quotation.as_dict())
+    except Exception as e:
+        print(f"DEBUG: Error in send_estimate_email: {str(e)}")
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist(allow_guest=True)
+def update_response(name, response):
+    """Update the response for a given estimate."""
+    estimate = frappe.get_doc("Quotation", name)
+    accepted = True if response == "Accepted" else False
+    new_status = "Estimate Accepted" if accepted else "Lost"
+    
+    estimate.custom_response = response
+    estimate.custom_current_status = new_status
+    estimate.custom_followup_needed = 1 if response == "Requested call" else 0
+    estimate.flags.ignore_permissions = True
+    estimate.save()
+    frappe.db.commit()
 
-    email = None
-    if (getattr(party, 'email_id', None)):
-        email = party.email_id
-    elif (getattr(party, 'contact_ids', None) and len(party.email_ids) > 0):
-        primary = next((e for e in party.email_ids if e.is_primary), None)
-        email = primary.email_id if primary else party.email_ids[0].email_id
         
-    if not email and quotation.custom_installation_address:
-        address = frappe.get_doc("Address", quotation.custom_installation_address)
-        email = getattr(address, 'email_id', None)
-    if not email:
-        return build_error_response("No email found for the customer or address.", 400)
             
-    # email = "casey@shilohcode.com"
-    template_name = "Quote with Actions - SNW"
-    template = frappe.get_doc("Email Template", template_name)
-    message = frappe.render_template(template.response, {"name": quotation.name})
-    subject = frappe.render_template(template.subject, {"doc": quotation})
-    print("DEBUG: Message: ", message)
-    print("DEBUG: Subject: ", subject)
-    html = frappe.get_print("Quotation", quotation.name, print_format="Quotation - SNW - Standard", letterhead=True)
-    print("DEBUG: Generated HTML for PDF.")
-    pdf = get_pdf(html)
-    print("DEBUG: Generated PDF for email attachment.")
-    frappe.sendmail(
-        recipients=email,
-        subject=subject,
-        content=message,
-        doctype="Quotation",
-        name=quotation.name,
-        read_receipt=1,
-        print_letterhead=1,
-        attachments=[{"fname": f"{quotation.name}.pdf", "fcontent": pdf}]
-    )
-    print(f"DEBUG: Email sent to {email} successfully.")
-    quotation.custom_current_status = "Submitted"
-    quotation.custom_sent = 1
-    quotation.save()
-    quotation.submit()
-    updated_quotation = frappe.get_doc("Quotation", estimate_name)
-    print("DEBUG: Quotation submitted successfully.")
-    return build_success_response(updated_quotation.as_dict())
 
 @frappe.whitelist()
 def upsert_estimate(data):
@@ -193,6 +213,7 @@ def upsert_estimate(data):
             new_estimate = frappe.get_doc({
                 "doctype": "Quotation",
                 "custom_installation_address": data.get("address_name"),
+                "custom_current_status": "Draft",
                 "contact_email": data.get("contact_email"),
                 "party_name": data.get("contact_name"),
                 "company": "Sprinklers Northwest",
@@ -211,13 +232,3 @@ def upsert_estimate(data):
         print(f"DEBUG: Error in upsert_estimate: {str(e)}")
         return build_error_response(str(e), 500)
     
-@frappe.whitelist()
-def lock_estimate(estimate_name):
-    """Lock an estimate to prevent further edits."""
-    try:
-        estimate = frappe.get_doc("Quotation", estimate_name)
-        estimate.submit()
-        final_estimate = frappe.get_doc("Quotation", estimate_name)
-        return build_success_response(final_estimate.as_dict())
-    except Exception as e:
-        return build_error_response(str(e), 500)

custom_ui/api/db/sales_orders.py

@@ -0,0 +1,17 @@
+import frappe
+from custom_ui.db_utils import build_success_response, build_error_response
+from erpnext.selling.doctype.quotation.quotation import make_sales_order
+
+@frappe.whitelist()
+def create_sales_order_from_estimate(estimate_name):
+    """Create a Sales Order from a given Estimate (Quotation)."""
+    try:
+        estimate = frappe.get_doc("Quotation", estimate_name)
+        if estimate.custom_current_status != "Estimate Accepted":
+            raise Exception("Estimate must be accepted to create a Sales Order.")
+        new_sales_order = make_sales_order(estimate_name)
+        new_sales_order.custom_requires_half_payment = estimate.requires_half_payment
+        new_sales_order.insert()
+        return build_success_response(new_sales_order.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/events/estimate.py

@@ -1,4 +1,5 @@
 import frappe
+from erpnext.selling.doctype.quotation.quotation import make_sales_order
 
 def after_insert(doc, method):
     try:
@@ -14,7 +15,7 @@ def after_insert(doc, method):
         frappe.log_error(f"Error in estimate after_insert: {str(e)}", "Estimate Hook Error")
         
 def after_save(doc, method):
-    if not doc.custom_sent:
+    if not doc.custom_sent or not doc.custom_response:
         return
     print("DEBUG: Quotation has been sent, updating Address status")
     address_doc = frappe.get_doc("Address", doc.custom_installation_address)

custom_ui/events/onsite_meeting.py

@@ -7,14 +7,11 @@ def after_insert(doc, method):
         address_doc = frappe.get_doc("Address", doc.address)
         address_doc.custom_onsite_meeting_scheduled = "In Progress"
         address_doc.save()
-    if doc.status == "Completed":
-        address_doc = frappe.get_doc("Address", doc.address)
-        address_doc.custom_onsite_meeting_scheduled = "Completed"
-        address_doc.save()
         
-def on_update(doc, method):
+def after_save(doc, method):
-    print("DEBUG: On Update Triggered for On-Site Meeting")
+    print("DEBUG: After Save Triggered for On-Site Meeting")
     if doc.status == "Completed":
         print("DEBUG: Meeting marked as Completed, updating Address status")
         address_doc = frappe.get_doc("Address", doc.address)
         address_doc.custom_onsite_meeting_scheduled = "Completed"
+        address_doc.save()

custom_ui/events/quotation.py

@@ -1,10 +0,0 @@
-import frappe
-
-def after_insert(doc, method):
-    address_title = doc.custom_installation_address
-    address_name = frappe.db.get_value("Address", fieldname="name", filters={"address_title": address_title})
-    if address_name:
-        address_doc = frappe.get_doc("Address", address_name)
-        address_doc.custom_estimate_sent_status = "In Progress"
-        address_doc.save()
-    

custom_ui/hooks.py

@@ -161,7 +161,7 @@ add_to_apps_screen = [
 doc_events = {
 	"On-Site Meeting": {
 		"after_insert": "custom_ui.events.onsite_meeting.after_insert",
-        "on_update": "custom_ui.events.onsite_meeting.on_update"
+        "after_save": "custom_ui.events.onsite_meeting.after_save"
 	},
     "Address": {
         "after_insert": "custom_ui.events.address.after_insert"

custom_ui/install.py

@@ -169,6 +169,15 @@ def add_custom_fields():
                 options="Employee",
                 insert_after="status"
             )
+        ],
+        "Quotation": [
+            dict(
+                fieldname="requires_half_payment",
+                label="Requires Half Payment",
+                fieldtype="Check",
+                default=0,
+                insert_after="custom_installation_address"
+            )
         ]
     }