Moved custom fields def to new file, added an after_uninstall hook to remove custom field on uninstall of app.
This commit is contained in:
parent
7d8ba70107
commit
541e6c5ed7
566
custom_ui/custom_fields.py
Normal file
566
custom_ui/custom_fields.py
Normal file
@ -0,0 +1,566 @@
|
||||
custom_fields = {
|
||||
"Customer": [
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Customer Company Link",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Customer Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Customer On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="projects",
|
||||
label="Projects",
|
||||
fieldtype="Table",
|
||||
options="Customer Project Link",
|
||||
insert_after="onsite_meetings"
|
||||
),
|
||||
dict(
|
||||
fieldname="sales_orders",
|
||||
label="Sales Orders",
|
||||
fieldtype="Table",
|
||||
options="Customer Sales Order Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="from_lead",
|
||||
label="From Lead",
|
||||
fieldtype="Link",
|
||||
options="Lead",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="properties",
|
||||
label="Properties",
|
||||
fieldtype="Table",
|
||||
options="Customer Address Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Customer Contact Link",
|
||||
insert_after="properties"
|
||||
),
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="contacts"
|
||||
),
|
||||
dict(
|
||||
fieldname="tasks",
|
||||
label="Tasks",
|
||||
fieldtype="Table",
|
||||
options="Customer Task Link",
|
||||
insert_after="projects"
|
||||
)
|
||||
],
|
||||
"Lead": [
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Lead On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_billing_address",
|
||||
label="Custom Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Lead Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Lead Company Link",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Individual\nCompany\nPartnership",
|
||||
insert_after="lead_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="properties",
|
||||
label="Properties",
|
||||
fieldtype="Table",
|
||||
options="Lead Address Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Lead Contact Link",
|
||||
insert_after="properties"
|
||||
),
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="contacts"
|
||||
)
|
||||
],
|
||||
"Address": [
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="address_title"
|
||||
),
|
||||
dict(
|
||||
fieldname="projects",
|
||||
label="Projects",
|
||||
fieldtype="Table",
|
||||
options="Address Project Link",
|
||||
insert_after="onsite_meetings"
|
||||
),
|
||||
dict(
|
||||
fieldname="sales_orders",
|
||||
label="Sales Orders",
|
||||
fieldtype="Table",
|
||||
options="Address Sales Order Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Address On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Address Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="full_address",
|
||||
label="Full Address",
|
||||
fieldtype="Data",
|
||||
insert_after="country"
|
||||
),
|
||||
dict(
|
||||
fieldname="latitude",
|
||||
label="Latitude",
|
||||
fieldtype="Float",
|
||||
precision=8,
|
||||
insert_after="full_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="longitude",
|
||||
label="Longitude",
|
||||
fieldtype="Float",
|
||||
precision=8,
|
||||
insert_after="latitude"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meeting_scheduled",
|
||||
label="On-Site Meeting Scheduled",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="longitude"
|
||||
),
|
||||
dict(
|
||||
fieldname="estimate_sent_status",
|
||||
label="Estimate Sent Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="onsite_meeting_scheduled"
|
||||
),
|
||||
dict(
|
||||
fieldname="job_status",
|
||||
label="Job Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="estimate_sent_status"
|
||||
),
|
||||
dict(
|
||||
fieldname="payment_received_status",
|
||||
label="Payment Received Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="job_status"
|
||||
),
|
||||
dict(
|
||||
fieldname="lead_name",
|
||||
label="Lead Name",
|
||||
fieldtype="Data",
|
||||
insert_after="custom_customer_to_bill"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="lead_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_name",
|
||||
label="Customer Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Address Contact Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Address Company Link",
|
||||
insert_after="contacts"
|
||||
),
|
||||
dict(
|
||||
fieldname="tasks",
|
||||
label="Tasks",
|
||||
fieldtype="Table",
|
||||
options="Address Task Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_subdivision",
|
||||
label="Subdivision",
|
||||
fieldtype="Link",
|
||||
options="Territory",
|
||||
insert_after="address_line2"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_customer_to_bill",
|
||||
label="Customer To Bill",
|
||||
fieldtype="Link",
|
||||
options="Customer",
|
||||
insert_after="custom_subdivision"
|
||||
)
|
||||
],
|
||||
"Contact": [
|
||||
dict(
|
||||
fieldname="role",
|
||||
label="Role",
|
||||
fieldtype="Select",
|
||||
options="Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily Member\nRealtor\nOther",
|
||||
insert_after="designation"
|
||||
),
|
||||
dict(
|
||||
fieldname="email",
|
||||
label="Email",
|
||||
fieldtype="Data",
|
||||
insert_after="last_name",
|
||||
options="Email"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="email"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_name",
|
||||
label="Customer Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="addresses",
|
||||
label="Addresses",
|
||||
fieldtype="Table",
|
||||
options="Contact Address Link",
|
||||
insert_after="customer_name"
|
||||
)
|
||||
],
|
||||
"On-Site Meeting": [
|
||||
dict(
|
||||
fieldname="notes",
|
||||
label="Notes",
|
||||
fieldtype="Small Text",
|
||||
insert_after="address"
|
||||
),
|
||||
dict(
|
||||
fieldname="assigned_employee",
|
||||
label="Assigned Employee",
|
||||
fieldtype="Link",
|
||||
options="Employee",
|
||||
insert_after="notes"
|
||||
),
|
||||
dict(
|
||||
fieldname="status",
|
||||
label="Status",
|
||||
fieldtype="Select",
|
||||
options="Unscheduled\nScheduled\nCompleted\nCancelled",
|
||||
default="Unscheduled",
|
||||
insert_after="start_time"
|
||||
),
|
||||
dict(
|
||||
fieldname="completed_by",
|
||||
label="Completed By",
|
||||
fieldtype="Link",
|
||||
options="Employee",
|
||||
insert_after="status"
|
||||
),
|
||||
dict(
|
||||
fieldname="company",
|
||||
label="Company",
|
||||
fieldtype="Link",
|
||||
options="Company",
|
||||
insert_after="assigned_employee"
|
||||
),
|
||||
dict(
|
||||
fieldname="party_type",
|
||||
label="Party Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="company"
|
||||
),
|
||||
dict(
|
||||
fieldname="party_name",
|
||||
label="Party Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="party_type",
|
||||
insert_after="party_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="contact",
|
||||
label="Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="party_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="company"
|
||||
)
|
||||
],
|
||||
"Quotation": [
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="custom_installation_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_quotation_template",
|
||||
label="Quotation Template",
|
||||
fieldtype="Link",
|
||||
options="Quotation Template",
|
||||
insert_after="company",
|
||||
description="The template used for generating this quotation."
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="custom_quotation_template",
|
||||
description="The project template to use when creating a project from this quotation.",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="custom_installation_address",
|
||||
description="The address where the job will be performed.",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="from_onsite_meeting",
|
||||
label="From On-Site Meeting",
|
||||
fieldtype="Link",
|
||||
options="On-Site Meeting",
|
||||
insert_after="custom_job_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="from_onsite_meeting",
|
||||
label="From On-Site Meeting",
|
||||
fieldtype="Link",
|
||||
options="On-Site Meeting",
|
||||
insert_after="custom_job_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_customer_name",
|
||||
label="Customer",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="from_onsite_meeting",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="customer_name",
|
||||
allow_on_submit=1
|
||||
)
|
||||
],
|
||||
"Sales Order": [
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="custom_installation_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
description="The project template to use when creating a project from this sales order.",
|
||||
insert_after="custom_installation_address",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="custom_installation_address",
|
||||
description="The address where the job will be performed.",
|
||||
allow_on_submit=1
|
||||
)
|
||||
],
|
||||
"Project": [
|
||||
dict(
|
||||
fieldname="job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="project_name",
|
||||
description="The address where the job is being performed."
|
||||
),
|
||||
dict(
|
||||
fieldname="customer",
|
||||
label="Customer",
|
||||
fieldtype="Link",
|
||||
options="Customer",
|
||||
insert_after="job_address",
|
||||
description="The customer for whom the project is being executed."
|
||||
),
|
||||
dict(
|
||||
fieldname="expected_start_time",
|
||||
label="Expected Start Time",
|
||||
fieldtype="Time",
|
||||
insert_after="expected_start_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="expected_end_time",
|
||||
label="Expected End Time",
|
||||
fieldtype="Time",
|
||||
insert_after="expected_end_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_start_time",
|
||||
label="Actual Start Time",
|
||||
fieldtype="Time",
|
||||
insert_after="actual_start_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_end_time",
|
||||
label="Actual End Time",
|
||||
fieldtype="Time",
|
||||
insert_after="actual_end_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="is_scheduled",
|
||||
label="Is Scheduled",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="is_half_down_paid"
|
||||
),
|
||||
dict(
|
||||
fieldname="invoice_status",
|
||||
label="Invoice Status",
|
||||
fieldtype="Select",
|
||||
default="Not Ready",
|
||||
options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
|
||||
insert_after="is_scheduled"
|
||||
),
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="expected_end_time"
|
||||
),
|
||||
dict(
|
||||
fieldname="is_half_down_paid",
|
||||
label="Is Half Down Paid",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="requires_half_payment"
|
||||
),
|
||||
],
|
||||
"Project Template": [
|
||||
dict(
|
||||
fieldname="company",
|
||||
label="Company",
|
||||
fieldtype="Link",
|
||||
options="Company",
|
||||
insert_after="project_type",
|
||||
description="The company associated with this project template."
|
||||
),
|
||||
dict(
|
||||
fieldname="calendar_color",
|
||||
label="Calendar Color",
|
||||
fieldtype="Color",
|
||||
insert_after="company"
|
||||
)
|
||||
],
|
||||
"Task": [
|
||||
dict(
|
||||
fieldname="project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="project"
|
||||
)
|
||||
]
|
||||
}
|
||||
@ -9,6 +9,7 @@ app_license = "mit"
|
||||
|
||||
after_install = "custom_ui.install.after_install"
|
||||
after_migrate = "custom_ui.install.after_migrate"
|
||||
after_uninstall = "custom_ui.install.after_uninstall"
|
||||
# on_session_creation = "custom_ui.utils.on_login_redirect"
|
||||
# on_login = "custom_ui.utils.on_login_redirect"
|
||||
page_js = {
|
||||
|
||||
@ -6,29 +6,35 @@ import frappe
|
||||
from .utils import create_module
|
||||
import holidays
|
||||
from datetime import date, timedelta
|
||||
import custom_fields
|
||||
|
||||
def after_install():
|
||||
create_module()
|
||||
#add_custom_fields()
|
||||
# add_custom_fields(custom_fields.custom_fields)
|
||||
frappe.db.commit()
|
||||
|
||||
## Proper way to refresh metadata
|
||||
#frappe.clear_cache(doctype="Address")
|
||||
#frappe.reload_doctype("Address")
|
||||
#frappe.clear_cache(doctype="On-Site Meeting")
|
||||
#frappe.reload_doctype("On-Site Meeting")
|
||||
#update_onsite_meeting_fields()
|
||||
#update_address_fields()
|
||||
#check_and_create_holiday_list()
|
||||
#create_project_templates()
|
||||
#create_task_types()
|
||||
## create_tasks()
|
||||
#create_bid_meeting_note_form_templates()
|
||||
#build_frontend()
|
||||
# # Proper way to refresh metadata
|
||||
# frappe.clear_cache(doctype="Address")
|
||||
# frappe.reload_doctype("Address")
|
||||
# frappe.clear_cache(doctype="On-Site Meeting")
|
||||
# frappe.reload_doctype("On-Site Meeting")
|
||||
# update_onsite_meeting_fields()
|
||||
# update_address_fields()
|
||||
# check_and_create_holiday_list()
|
||||
# create_project_templates()
|
||||
# create_task_types()
|
||||
# # create_tasks()
|
||||
# create_bid_meeting_note_form_templates()
|
||||
# build_frontend()
|
||||
print("Custom UI After Install hook finished successfully!")
|
||||
|
||||
|
||||
def after_uninstall():
|
||||
remove_custom_fields(custom_fields.custom_fields)
|
||||
|
||||
|
||||
def after_migrate():
|
||||
add_custom_fields()
|
||||
add_custom_fields(custom_fields.custom_fields)
|
||||
update_onsite_meeting_fields()
|
||||
frappe.db.commit()
|
||||
|
||||
@ -80,7 +86,19 @@ def build_frontend():
|
||||
frappe.log_error(message=str(e), title="Frontend Build Failed")
|
||||
print(f"\n❌ Frontend build failed: {e}\n")
|
||||
|
||||
def add_custom_fields():
|
||||
|
||||
def remove_custom_fields(custom_fields):
|
||||
for doctype, fields_list in custom_fields.items():
|
||||
for field in fields_list:
|
||||
name = f"{doctype}-{field['fieldname']}"
|
||||
if frappe.db.exists("Custom Field", name):
|
||||
frappe.delete_doc("Custom Field", name)
|
||||
frappe.db.commit()
|
||||
print("Deleted {name}")
|
||||
print("Deleted custom fields from database")
|
||||
|
||||
|
||||
def add_custom_fields(custom_fields):
|
||||
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
|
||||
|
||||
print("\n🔧 Adding custom fields to doctypes...")
|
||||
@ -96,573 +114,6 @@ def add_custom_fields():
|
||||
except Exception as e:
|
||||
print(f" ⚠️ Failed to update Address address_type: {e}")
|
||||
|
||||
custom_fields = {
|
||||
"Customer": [
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Customer Company Link",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Customer Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Customer On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="projects",
|
||||
label="Projects",
|
||||
fieldtype="Table",
|
||||
options="Customer Project Link",
|
||||
insert_after="onsite_meetings"
|
||||
),
|
||||
dict(
|
||||
fieldname="sales_orders",
|
||||
label="Sales Orders",
|
||||
fieldtype="Table",
|
||||
options="Customer Sales Order Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="from_lead",
|
||||
label="From Lead",
|
||||
fieldtype="Link",
|
||||
options="Lead",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="properties",
|
||||
label="Properties",
|
||||
fieldtype="Table",
|
||||
options="Customer Address Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Customer Contact Link",
|
||||
insert_after="properties"
|
||||
),
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="contacts"
|
||||
),
|
||||
dict(
|
||||
fieldname="tasks",
|
||||
label="Tasks",
|
||||
fieldtype="Table",
|
||||
options="Customer Task Link",
|
||||
insert_after="projects"
|
||||
)
|
||||
],
|
||||
"Lead": [
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Lead On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_billing_address",
|
||||
label="Custom Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Lead Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Lead Company Link",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Individual\nCompany\nPartnership",
|
||||
insert_after="lead_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="properties",
|
||||
label="Properties",
|
||||
fieldtype="Table",
|
||||
options="Lead Address Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Lead Contact Link",
|
||||
insert_after="properties"
|
||||
),
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="contacts"
|
||||
)
|
||||
],
|
||||
"Address": [
|
||||
dict(
|
||||
fieldname="primary_contact",
|
||||
label="Primary Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="address_title"
|
||||
),
|
||||
dict(
|
||||
fieldname="projects",
|
||||
label="Projects",
|
||||
fieldtype="Table",
|
||||
options="Address Project Link",
|
||||
insert_after="onsite_meetings"
|
||||
),
|
||||
dict(
|
||||
fieldname="sales_orders",
|
||||
label="Sales Orders",
|
||||
fieldtype="Table",
|
||||
options="Address Sales Order Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meetings",
|
||||
label="On-Site Meetings",
|
||||
fieldtype="Table",
|
||||
options="Address On-Site Meeting Link",
|
||||
insert_after="quotations"
|
||||
),
|
||||
dict(
|
||||
fieldname="quotations",
|
||||
label="Quotations",
|
||||
fieldtype="Table",
|
||||
options="Address Quotation Link",
|
||||
insert_after="companies"
|
||||
),
|
||||
dict(
|
||||
fieldname="full_address",
|
||||
label="Full Address",
|
||||
fieldtype="Data",
|
||||
insert_after="country"
|
||||
),
|
||||
dict(
|
||||
fieldname="latitude",
|
||||
label="Latitude",
|
||||
fieldtype="Float",
|
||||
precision=8,
|
||||
insert_after="full_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="longitude",
|
||||
label="Longitude",
|
||||
fieldtype="Float",
|
||||
precision=8,
|
||||
insert_after="latitude"
|
||||
),
|
||||
dict(
|
||||
fieldname="onsite_meeting_scheduled",
|
||||
label="On-Site Meeting Scheduled",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="longitude"
|
||||
),
|
||||
dict(
|
||||
fieldname="estimate_sent_status",
|
||||
label="Estimate Sent Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="onsite_meeting_scheduled"
|
||||
),
|
||||
dict(
|
||||
fieldname="job_status",
|
||||
label="Job Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="estimate_sent_status"
|
||||
),
|
||||
dict(
|
||||
fieldname="payment_received_status",
|
||||
label="Payment Received Status",
|
||||
fieldtype="Select",
|
||||
options="Not Started\nIn Progress\nCompleted",
|
||||
default="Not Started",
|
||||
insert_after="job_status"
|
||||
),
|
||||
dict(
|
||||
fieldname="lead_name",
|
||||
label="Lead Name",
|
||||
fieldtype="Data",
|
||||
insert_after="custom_customer_to_bill"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="lead_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_name",
|
||||
label="Customer Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="contacts",
|
||||
label="Contacts",
|
||||
fieldtype="Table",
|
||||
options="Address Contact Link",
|
||||
insert_after="customer_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="companies",
|
||||
label="Companies",
|
||||
fieldtype="Table",
|
||||
options="Address Company Link",
|
||||
insert_after="contacts"
|
||||
),
|
||||
dict(
|
||||
fieldname="tasks",
|
||||
label="Tasks",
|
||||
fieldtype="Table",
|
||||
options="Address Task Link",
|
||||
insert_after="projects"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_subdivision",
|
||||
label="Subdivision",
|
||||
fieldtype="Link",
|
||||
options="Territory",
|
||||
insert_after="address_line2"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_customer_to_bill",
|
||||
label="Customer To Bill",
|
||||
fieldtype="Link",
|
||||
options="Customer",
|
||||
insert_after="custom_subdivision"
|
||||
)
|
||||
],
|
||||
"Contact": [
|
||||
dict(
|
||||
fieldname="role",
|
||||
label="Role",
|
||||
fieldtype="Select",
|
||||
options="Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily Member\nRealtor\nOther",
|
||||
insert_after="designation"
|
||||
),
|
||||
dict(
|
||||
fieldname="email",
|
||||
label="Email",
|
||||
fieldtype="Data",
|
||||
insert_after="last_name",
|
||||
options="Email"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="email"
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_name",
|
||||
label="Customer Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="customer_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="addresses",
|
||||
label="Addresses",
|
||||
fieldtype="Table",
|
||||
options="Contact Address Link",
|
||||
insert_after="customer_name"
|
||||
)
|
||||
],
|
||||
"On-Site Meeting": [
|
||||
dict(
|
||||
fieldname="notes",
|
||||
label="Notes",
|
||||
fieldtype="Small Text",
|
||||
insert_after="address"
|
||||
),
|
||||
dict(
|
||||
fieldname="assigned_employee",
|
||||
label="Assigned Employee",
|
||||
fieldtype="Link",
|
||||
options="Employee",
|
||||
insert_after="notes"
|
||||
),
|
||||
dict(
|
||||
fieldname="status",
|
||||
label="Status",
|
||||
fieldtype="Select",
|
||||
options="Unscheduled\nScheduled\nCompleted\nCancelled",
|
||||
default="Unscheduled",
|
||||
insert_after="start_time"
|
||||
),
|
||||
dict(
|
||||
fieldname="completed_by",
|
||||
label="Completed By",
|
||||
fieldtype="Link",
|
||||
options="Employee",
|
||||
insert_after="status"
|
||||
),
|
||||
dict(
|
||||
fieldname="company",
|
||||
label="Company",
|
||||
fieldtype="Link",
|
||||
options="Company",
|
||||
insert_after="assigned_employee"
|
||||
),
|
||||
dict(
|
||||
fieldname="party_type",
|
||||
label="Party Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="company"
|
||||
),
|
||||
dict(
|
||||
fieldname="party_name",
|
||||
label="Party Name",
|
||||
fieldtype="Dynamic Link",
|
||||
options="party_type",
|
||||
insert_after="party_type"
|
||||
),
|
||||
dict(
|
||||
fieldname="contact",
|
||||
label="Contact",
|
||||
fieldtype="Link",
|
||||
options="Contact",
|
||||
insert_after="party_name"
|
||||
),
|
||||
dict(
|
||||
fieldname="project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="company"
|
||||
)
|
||||
],
|
||||
"Quotation": [
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="custom_installation_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_quotation_template",
|
||||
label="Quotation Template",
|
||||
fieldtype="Link",
|
||||
options="Quotation Template",
|
||||
insert_after="company",
|
||||
description="The template used for generating this quotation."
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="custom_quotation_template",
|
||||
description="The project template to use when creating a project from this quotation.",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="custom_installation_address",
|
||||
description="The address where the job will be performed.",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="from_onsite_meeting",
|
||||
label="From On-Site Meeting",
|
||||
fieldtype="Link",
|
||||
options="On-Site Meeting",
|
||||
insert_after="custom_job_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="from_onsite_meeting",
|
||||
label="From On-Site Meeting",
|
||||
fieldtype="Link",
|
||||
options="On-Site Meeting",
|
||||
insert_after="custom_job_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_customer_name",
|
||||
label="Customer",
|
||||
fieldtype="Dynamic Link",
|
||||
options="customer_type",
|
||||
insert_after="from_onsite_meeting",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="customer_type",
|
||||
label="Customer Type",
|
||||
fieldtype="Select",
|
||||
options="Customer\nLead",
|
||||
insert_after="customer_name",
|
||||
allow_on_submit=1
|
||||
)
|
||||
],
|
||||
"Sales Order": [
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="custom_installation_address"
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
description="The project template to use when creating a project from this sales order.",
|
||||
insert_after="custom_installation_address",
|
||||
allow_on_submit=1
|
||||
),
|
||||
dict(
|
||||
fieldname="custom_job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="custom_installation_address",
|
||||
description="The address where the job will be performed.",
|
||||
allow_on_submit=1
|
||||
)
|
||||
],
|
||||
"Project": [
|
||||
dict(
|
||||
fieldname="job_address",
|
||||
label="Job Address",
|
||||
fieldtype="Link",
|
||||
options="Address",
|
||||
insert_after="project_name",
|
||||
description="The address where the job is being performed."
|
||||
),
|
||||
dict(
|
||||
fieldname="customer",
|
||||
label="Customer",
|
||||
fieldtype="Link",
|
||||
options="Customer",
|
||||
insert_after="job_address",
|
||||
description="The customer for whom the project is being executed."
|
||||
),
|
||||
dict(
|
||||
fieldname="expected_start_time",
|
||||
label="Expected Start Time",
|
||||
fieldtype="Time",
|
||||
insert_after="expected_start_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="expected_end_time",
|
||||
label="Expected End Time",
|
||||
fieldtype="Time",
|
||||
insert_after="expected_end_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_start_time",
|
||||
label="Actual Start Time",
|
||||
fieldtype="Time",
|
||||
insert_after="actual_start_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="actual_end_time",
|
||||
label="Actual End Time",
|
||||
fieldtype="Time",
|
||||
insert_after="actual_end_date"
|
||||
),
|
||||
dict(
|
||||
fieldname="is_scheduled",
|
||||
label="Is Scheduled",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="is_half_down_paid"
|
||||
),
|
||||
dict(
|
||||
fieldname="invoice_status",
|
||||
label="Invoice Status",
|
||||
fieldtype="Select",
|
||||
default="Not Ready",
|
||||
options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
|
||||
insert_after="is_scheduled"
|
||||
),
|
||||
dict(
|
||||
fieldname="requires_half_payment",
|
||||
label="Requires Half Payment",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="expected_end_time"
|
||||
),
|
||||
dict(
|
||||
fieldname="is_half_down_paid",
|
||||
label="Is Half Down Paid",
|
||||
fieldtype="Check",
|
||||
default=0,
|
||||
insert_after="requires_half_payment"
|
||||
),
|
||||
],
|
||||
"Project Template": [
|
||||
dict(
|
||||
fieldname="company",
|
||||
label="Company",
|
||||
fieldtype="Link",
|
||||
options="Company",
|
||||
insert_after="project_type",
|
||||
description="The company associated with this project template."
|
||||
),
|
||||
dict(
|
||||
fieldname="calendar_color",
|
||||
label="Calendar Color",
|
||||
fieldtype="Color",
|
||||
insert_after="company"
|
||||
)
|
||||
],
|
||||
"Task": [
|
||||
dict(
|
||||
fieldname="project_template",
|
||||
label="Project Template",
|
||||
fieldtype="Link",
|
||||
options="Project Template",
|
||||
insert_after="project"
|
||||
)
|
||||
]
|
||||
}
|
||||
|
||||
print("🔧 Custom fields to check per doctype:")
|
||||
for key, value in custom_fields.items():
|
||||
print(f" • {key}: {len(value)} fields")
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user