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null, + "route": null, + "row_format": "Dynamic", + "rows_threshold_for_grid_search": 20, + "search_fields": null, + "sender_field": null, + "sender_name_field": null, + "show_name_in_global_search": 0, + "show_preview_popup": 0, + "show_title_field_in_link": 0, + "smallicon": null, + "sort_field": "modified", + "sort_order": "DESC", + "states": [], + "subject": null, + "subject_field": null, + "tag_fields": null, + "timeline_field": null, + "title_field": null, + "track_changes": 0, + "track_seen": 0, + "track_views": 0, + "translated_doctype": 0, + "website_search_field": null } ] \ No newline at end of file diff --git a/custom_ui/install.py b/custom_ui/install.py index 8d03340..d90935b 100644 --- a/custom_ui/install.py +++ b/custom_ui/install.py @@ -30,7 +30,7 @@ def after_migrate(): frappe.clear_cache(doctype=doctype) frappe.reload_doctype(doctype) - update_address_fields() + # update_address_fields() # build_frontend() @@ -80,6 +80,34 @@ def add_custom_fields(): 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", @@ -100,18 +128,102 @@ def add_custom_fields(): fieldtype="Table", options="Customer Contact Link", insert_after="properties" + ), + dict( + fieldname="primary_contact", + label="Primary Contact", + fieldtype="Link", + options="Contact", + insert_after="contacts" ) ], "Lead": [ + dict( + fieldname="onsite_meetings", + label="On-Site Meetings", + fieldtype="Table", + options="Lead On-Site Meeting Link", + insert_after="quotations" + ), + 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", @@ -183,6 +295,20 @@ def add_custom_fields(): 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" ) ], "Contact": [ @@ -199,6 +325,27 @@ def add_custom_fields(): 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": [ @@ -257,6 +404,13 @@ def add_custom_fields(): fieldtype="Link", options="Contact", insert_after="party_name" + ), + dict( + fieldname="project_template", + label="Project Template", + fieldtype="Link", + options="Project Template", + insert_after="company" ) ], "Quotation": [ @@ -299,6 +453,27 @@ def add_custom_fields(): 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="customer", + label="Customer", + fieldtype="Dynamic Link", + options="customer_type", + insert_after="from_onsite_meeting" + ), + dict( + fieldname="customer_type", + label="Customer Type", + fieldtype="Select", + options="Customer\nLead", + insert_after="customer_name" ) ], "Sales Order": [ @@ -637,15 +812,14 @@ def update_address_fields(): field_counters['address_linked_to_customer'] += 1 field_counters['total_field_updates'] += 1 if doc['doctype'] == "Task": - for task_name in tasks: - property = frappe.get_value("Task", task_name, "custom_property") - project = frappe.get_value("Task", task_name, "project") - project_address = frappe.get_value("Project", project, "custom_installation_address") - alt_project_address = frappe.get_value("Project", project, "custom_address") - if project_address or alt_project_address: - frappe.db.set_value("Task", task_name, "custom_property", project_address if project_address else alt_project_address) - field_counters['tasks_updated'] += 1 - field_counters['total_field_updates'] += 1 + property = frappe.get_value("Task", doc["name"], "custom_property") + project = frappe.get_value("Task", doc["name"], "project") + project_address = frappe.get_value("Project", project, "custom_installation_address") + alt_project_address = frappe.get_value("Project", project, "custom_address") + if (project_address or alt_project_address) and not property: + frappe.db.set_value("Task", doc["name"], "custom_property", project_address if project_address else alt_project_address) + field_counters['tasks_updated'] += 1 + field_counters['total_field_updates'] += 1