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Casey 2026-02-19 17:18:39 -06:00
parent 84a91359d8
commit 6c703c2c3b
55 changed files with 1130 additions and 358 deletions
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278
custom_ui/api/db/clients.py
View File

@ -127,83 +127,83 @@ def check_client_exists(client_name):
def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=None):
"""Get counts of clients by status categories with optional weekly filtering."""
# Build base filters for date range if weekly filtering is enabled
try:
base_filters = {}
if weekly and week_start_date and week_end_date:
# Assuming you have a date field to filter by - adjust the field name as needed
# Common options: creation, modified, custom_date_field, etc.
base_filters["creation"] = ["between", [week_start_date, week_end_date]]
# try:
# base_filters = {}
# if weekly and week_start_date and week_end_date:
# # Assuming you have a date field to filter by - adjust the field name as needed
# # Common options: creation, modified, custom_date_field, etc.
# base_filters["creation"] = ["between", [week_start_date, week_end_date]]
# Helper function to merge base filters with status filters
def get_filters(status_field, status_value):
filters = {status_field: status_value}
filters.update(base_filters)
return filters
# # Helper function to merge base filters with status filters
# def get_filters(status_field, status_value):
# filters = {status_field: status_value}
# filters.update(base_filters)
# return filters
onsite_meeting_scheduled_status_counts = {
"label": "On-Site Meeting Scheduled",
"not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
"in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
"completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
}
# onsite_meeting_scheduled_status_counts = {
# "label": "On-Site Meeting Scheduled",
# "not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
# "in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
# "completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
# }
estimate_sent_status_counts = {
"label": "Estimate Sent",
"not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
"in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
"completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
}
# estimate_sent_status_counts = {
# "label": "Estimate Sent",
# "not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
# "in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
# "completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
# }
job_status_counts = {
"label": "Job Status",
"not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
"in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
"completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
}
# job_status_counts = {
# "label": "Job Status",
# "not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
# "in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
# "completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
# }
payment_received_status_counts = {
"label": "Payment Received",
"not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
"in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
"completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
}
# payment_received_status_counts = {
# "label": "Payment Received",
# "not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
# "in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
# "completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
# }
status_dicts = [
onsite_meeting_scheduled_status_counts,
estimate_sent_status_counts,
job_status_counts,
payment_received_status_counts
]
# status_dicts = [
# onsite_meeting_scheduled_status_counts,
# estimate_sent_status_counts,
# job_status_counts,
# payment_received_status_counts
# ]
categories = []
for status_dict in status_dicts:
category = {
"label": status_dict["label"],
"statuses": [
{
"color": "red",
"label": "Not Started",
"count": status_dict["not_started"]
},
{
"color": "yellow",
"label": "In Progress",
"count": status_dict["in_progress"]
},
{
"color": "green",
"label": "Completed",
"count": status_dict["completed"]
}
]
}
categories.append(category)
# categories = []
# for status_dict in status_dicts:
# category = {
# "label": status_dict["label"],
# "statuses": [
# {
# "color": "red",
# "label": "Not Started",
# "count": status_dict["not_started"]
# },
# {
# "color": "yellow",
# "label": "In Progress",
# "count": status_dict["in_progress"]
# },
# {
# "color": "green",
# "label": "Completed",
# "count": status_dict["completed"]
# }
# ]
# }
# categories.append(category)
return build_success_response(categories)
except frappe.ValidationError as ve:
return build_error_response(str(ve), 400)
except Exception as e:
return build_error_response(str(e), 500)
return build_success_response("success")
# except frappe.ValidationError as ve:
# return build_error_response(str(ve), 400)
# except Exception as e:
# return build_error_response(str(e), 500)
@frappe.whitelist()
@ -682,4 +682,142 @@ def find_primary_contact_or_throw(contacts):
if contact.get("is_primary"):
print("#####DEBUG: Primary contact found:", contact)
return contact
raise ValueError("No primary contact found in contacts list.")
raise ValueError("No primary contact found in contacts list.")
def find_contact_in_list(contact_docs, contact_ref):
"""Find a contact document in a list by matching first_name, last_name, and email."""
if not isinstance(contact_ref, dict):
return None
ref_first = contact_ref.get("first_name", "")
ref_last = contact_ref.get("last_name", "")
ref_email = contact_ref.get("email", "")
for doc in contact_docs:
if (doc.first_name == ref_first and
doc.last_name == ref_last and
(doc.email_id == ref_email or doc.custom_email == ref_email)):
return doc
return None
@frappe.whitelist()
def create_client_contacts_addresses(client_name, company, contacts=[], addresses=[]):
"""Create or link contacts and addresses for an existing client.
If a contact or address already exists, it will be linked to the client
instead of creating a duplicate.
"""
if isinstance(contacts, str):
contacts = json.loads(contacts)
if isinstance(addresses, str):
addresses = json.loads(addresses)
print(f"DEBUG: create_client_contacts_addresses called with client_name: {client_name}, company: {company}")
try:
client_doc = ClientService.get_client_or_throw(client_name)
# Build list of existing client contacts (preserves frontend index order)
existing_contact_docs = [frappe.get_doc("Contact", link.contact) for link in client_doc.contacts]
# Process new contacts
new_contact_docs = []
for contact in contacts:
contact_doc = check_and_get_contact(
contact.get("first_name"),
contact.get("last_name"),
contact.get("email"),
contact.get("phone_number")
)
if not contact_doc:
contact_doc = ContactService.create({
"first_name": contact.get("first_name"),
"last_name": contact.get("last_name"),
"role": contact.get("contact_role", "Other"),
"custom_email": contact.get("email"),
"is_primary_contact": 1 if contact.get("is_primary") else 0,
"customer_type": client_doc.doctype,
"customer_name": client_doc.name,
"email_ids": [{
"email_id": contact.get("email"),
"is_primary": 1
}],
"phone_nos": [{
"phone": contact.get("phone_number"),
"is_primary_phone": 1,
"is_primary_mobile_no": 1
}]
})
ContactService.link_contact_to_customer(contact_doc, client_doc.doctype, client_doc.name)
ClientService.append_link_v2(client_doc.name, "contacts", {"contact": contact_doc.name})
new_contact_docs.append(contact_doc)
# Combined contact list: existing client contacts + newly created/linked contacts
# Address contact indices reference this combined list
all_contact_docs = existing_contact_docs + new_contact_docs
# Process addresses
address_docs = []
for address in addresses:
filters = {
"address_line1": address.get("address_line1"),
"city": address.get("city"),
"pincode": address.get("pincode")
}
if address.get("address_line2"):
filters["address_line2"] = address.get("address_line2")
existing_address = frappe.db.exists("Address", filters)
if existing_address:
address_doc = frappe.get_doc("Address", existing_address)
else:
address_doc = AddressService.create({
"address_title": AddressService.build_address_title(client_name, address),
"address_line1": address.get("address_line1"),
"address_line2": address.get("address_line2"),
"city": address.get("city"),
"state": address.get("state"),
"pincode": address.get("pincode"),
"country": "United States",
"address_type": "Service",
"custom_billing_address": 0,
"is_primary_address": 0,
"is_service_address": 1,
"customer_type": client_doc.doctype,
"customer_name": client_doc.name
})
# Add company if not already present
if company not in [c.company for c in address_doc.companies]:
address_doc.append("companies", {"company": company})
address_doc.save(ignore_permissions=True)
# Link address to customer
AddressService.link_address_to_customer(address_doc, client_doc.doctype, client_doc.name)
# Link selected contacts to address
for contact_ref in address.get("contacts", []):
if not contact_ref:
continue
# Contact references are dicts with first_name, last_name, email
contact_doc = find_contact_in_list(all_contact_docs, contact_ref)
if contact_doc:
AddressService.link_address_to_contact(address_doc, contact_doc.name)
ContactService.link_contact_to_address(contact_doc, address_doc.name)
# Set primary contact for address
primary_ref = address.get("primary_contact")
if primary_ref:
primary_contact = find_contact_in_list(all_contact_docs, primary_ref)
if primary_contact:
AddressService.set_primary_contact(address_doc.name, primary_contact.name)
# Link address to client
ClientService.append_link_v2(client_doc.name, "properties", {"address": address_doc.name})
address_docs.append(address_doc)
return build_success_response({
"contacts": [c.as_dict() for c in new_contact_docs],
"addresses": [a.as_dict() for a in address_docs],
"message": "Contacts and addresses created/linked successfully."
})
except Exception as e:
return build_error_response(str(e), 500)

100
custom_ui/commands.py
View File

@ -107,12 +107,19 @@ def setup_custom_ui():
pass
@click.command("import-aspire-migration")
@click.option("--site", required=True, help="Site to import data into")
@click.option("--path", required=True, help="Path to the migration output directory containing JSON files")
@click.option("--dry-run", is_flag=True, default=False, help="Print what would be done without inserting")
def import_aspire_migration(path, dry_run):
def import_aspire_migration(site, path, dry_run):
"""Import Aspire migration JSON files into ERPNext in dependency order."""
import time
frappe.init(site=site)
frappe.connect()
# Resolve path relative to the app if not absolute
if not os.path.isabs(path):
path = os.path.join(frappe.get_app_path("custom_ui"), os.path.basename(path))
customers_file = os.path.join(path, "customers.json")
contacts_file = os.path.join(path, "contacts.json")
addresses_file = os.path.join(path, "addresses.json")
@ -123,36 +130,58 @@ def import_aspire_migration(path, dry_run):
click.echo(f"❌ Missing file: {f}")
return
BATCH_SIZE = 1000
# Set flags to skip hooks, validations, and link checks for speed
frappe.flags.in_import = True
frappe.flags.mute_emails = True
frappe.flags.mute_notifications = True
def fast_insert(rec, label="record"):
"""Insert a doc skipping hooks, validations, and permissions."""
doc = frappe.get_doc(rec)
doc.flags.ignore_permissions = True
doc.flags.ignore_links = True
doc.flags.ignore_validate = True
doc.flags.ignore_mandatory = True
doc.db_insert()
return doc
# --- Step 1: Insert Customers ---
click.echo("📦 Step 1: Inserting Customers...")
t0 = time.time()
with open(customers_file) as f:
customers = json.load(f)
# Pre-fetch existing customers in one query for fast duplicate check
existing_customers = set(frappe.get_all("Customer", pluck="name"))
success, skipped, failed = 0, 0, 0
for i, rec in enumerate(customers):
if dry_run:
click.echo(f" [DRY RUN] Would insert Customer: {rec.get('customer_name')}")
continue
try:
if frappe.db.exists("Customer", rec.get("customer_name")):
if rec.get("customer_name") in existing_customers:
skipped += 1
continue
doc = frappe.get_doc(rec)
doc.insert(ignore_permissions=True)
fast_insert(rec, "Customer")
existing_customers.add(rec.get("customer_name"))
success += 1
except Exception as e:
failed += 1
click.echo(f" ⚠️ Customer '{rec.get('customer_name')}': {e}")
if (i + 1) % 500 == 0:
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
click.echo(f" ... committed {i + 1}/{len(customers)}")
frappe.db.commit()
click.echo(f" ✅ Customers — inserted: {success}, skipped: {skipped}, failed: {failed}")
click.echo(f" ✅ Customers — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
# --- Step 2: Insert Contacts ---
click.echo("📦 Step 2: Inserting Contacts...")
t0 = time.time()
with open(contacts_file) as f:
contacts = json.load(f)
@ -162,23 +191,23 @@ def import_aspire_migration(path, dry_run):
click.echo(f" [DRY RUN] Would insert Contact: {rec.get('first_name')} {rec.get('last_name')}")
continue
try:
doc = frappe.get_doc(rec)
doc.insert(ignore_permissions=True)
fast_insert(rec, "Contact")
success += 1
except Exception as e:
failed += 1
name = f"{rec.get('first_name', '')} {rec.get('last_name', '')}"
click.echo(f" ⚠️ Contact '{name}': {e}")
if (i + 1) % 500 == 0:
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
click.echo(f" ... committed {i + 1}/{len(contacts)}")
frappe.db.commit()
click.echo(f" ✅ Contacts — inserted: {success}, skipped: {skipped}, failed: {failed}")
click.echo(f" ✅ Contacts — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
# --- Step 3: Insert Addresses ---
click.echo("📦 Step 3: Inserting Addresses...")
t0 = time.time()
with open(addresses_file) as f:
addresses = json.load(f)
@ -188,25 +217,35 @@ def import_aspire_migration(path, dry_run):
click.echo(f" [DRY RUN] Would insert Address: {rec.get('address_line1')}")
continue
try:
doc = frappe.get_doc(rec)
doc.insert(ignore_permissions=True)
fast_insert(rec, "Address")
success += 1
except Exception as e:
failed += 1
click.echo(f" ⚠️ Address '{rec.get('address_line1', '?')}': {e}")
if (i + 1) % 500 == 0:
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
click.echo(f" ... committed {i + 1}/{len(addresses)}")
frappe.db.commit()
click.echo(f" ✅ Addresses — inserted: {success}, skipped: {skipped}, failed: {failed}")
click.echo(f" ✅ Addresses — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
# --- Step 4: Update Customers with child tables ---
click.echo("📦 Step 4: Updating Customers with contact/property links...")
t0 = time.time()
with open(updates_file) as f:
updates = json.load(f)
# Get child doctype names from Customer meta once
customer_meta = frappe.get_meta("Customer")
contacts_doctype = customer_meta.get_field("contacts").options if customer_meta.has_field("contacts") else None
properties_doctype = customer_meta.get_field("properties").options if customer_meta.has_field("properties") else None
if contacts_doctype:
click.echo(f" → contacts child doctype: {contacts_doctype}")
if properties_doctype:
click.echo(f" → properties child doctype: {properties_doctype}")
success, skipped, failed = 0, 0, 0
for i, rec in enumerate(updates):
customer_name = rec.get("customer_name")
@ -214,32 +253,49 @@ def import_aspire_migration(path, dry_run):
click.echo(f" [DRY RUN] Would update Customer: {customer_name}")
continue
try:
if not frappe.db.exists("Customer", customer_name):
if customer_name not in existing_customers:
skipped += 1
continue
doc = frappe.get_doc("Customer", customer_name)
# Directly insert child rows without loading/saving parent doc
for contact_row in rec.get("contacts", []):
doc.append("contacts", contact_row)
if not contacts_doctype:
break
contact_row.update({
"doctype": contacts_doctype,
"parent": customer_name,
"parenttype": "Customer",
"parentfield": "contacts",
})
fast_insert(contact_row, "contact link")
for property_row in rec.get("properties", []):
doc.append("properties", property_row)
if not properties_doctype:
break
property_row.update({
"doctype": properties_doctype,
"parent": customer_name,
"parenttype": "Customer",
"parentfield": "properties",
})
fast_insert(property_row, "property link")
doc.save(ignore_permissions=True)
success += 1
except Exception as e:
failed += 1
click.echo(f" ⚠️ Update '{customer_name}': {e}")
if (i + 1) % 500 == 0:
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
click.echo(f" ... committed {i + 1}/{len(updates)}")
frappe.db.commit()
click.echo(f" ✅ Updates — applied: {success}, skipped: {skipped}, failed: {failed}")
click.echo(f" ✅ Updates — applied: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
click.echo("🎉 Migration complete!")
frappe.flags.in_import = False
frappe.flags.mute_emails = False
frappe.flags.mute_notifications = False
frappe.destroy()

0
custom_ui/custom_ui/doctype/address_contact_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/address_contact_link/address_contact_link.json Normal file
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@ -0,0 +1,37 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:09.512268",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"contact"
],
"fields": [
{
"fieldname": "contact",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Contact",
"options": "Contact",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-18 13:27:02.691142",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Address Contact Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/address_on_site_meeting_link/__init__.py Normal file
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44
custom_ui/custom_ui/doctype/address_on_site_meeting_link/address_on_site_meeting_link.json Normal file
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@ -0,0 +1,44 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:08.988990",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"onsite_meeting",
"project_template"
],
"fields": [
{
"fieldname": "onsite_meeting",
"fieldtype": "Link",
"in_list_view": 1,
"label": "On-Site Meeting",
"options": "On-Site Meeting",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-19 12:15:47.019375",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Address On-Site Meeting Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/address_project_link/__init__.py Normal file
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44
custom_ui/custom_ui/doctype/address_project_link/address_project_link.json Normal file
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@ -0,0 +1,44 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:08.879871",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"project",
"project_template"
],
"fields": [
{
"fieldname": "project",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Project",
"options": "Project",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-19 12:15:57.211249",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Address Project Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/address_quotation_link/__init__.py Normal file
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44
custom_ui/custom_ui/doctype/address_quotation_link/address_quotation_link.json Normal file
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@ -0,0 +1,44 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:08.933748",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"quotation",
"project_template"
],
"fields": [
{
"fieldname": "quotation",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Quotation",
"options": "Quotation",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
}
],
"grid_page_length": 50,
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0
custom_ui/custom_ui/doctype/address_sales_order_link/__init__.py Normal file
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44
custom_ui/custom_ui/doctype/address_sales_order_link/address_sales_order_link.json Normal file
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0
custom_ui/custom_ui/doctype/bid_meeting_note/__init__.py Normal file
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77
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5
custom_ui/custom_ui/doctype/bid_meeting_note_field/bid_meeting_note_field.json
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5
custom_ui/custom_ui/doctype/bid_meeting_note_field_quantity/bid_meeting_note_field_quantity.json
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19
custom_ui/custom_ui/doctype/bid_meeting_note_form/bid_meeting_note_form.json
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5
custom_ui/custom_ui/doctype/bid_meeting_note_form_field/bid_meeting_note_form_field.json
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5
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0
custom_ui/custom_ui/doctype/contact_address_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/contact_address_link/contact_address_link.json Normal file
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5
custom_ui/custom_ui/doctype/customer_contact_link/customer_contact_link.json
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0
custom_ui/custom_ui/doctype/customer_on_site_meeting_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/customer_on_site_meeting_link/customer_on_site_meeting_link.json Normal file
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0
custom_ui/custom_ui/doctype/customer_project_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/customer_project_link/customer_project_link.json Normal file
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0
custom_ui/custom_ui/doctype/customer_quotation_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/customer_quotation_link/customer_quotation_link.json Normal file
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0
custom_ui/custom_ui/doctype/customer_sales_order_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/customer_sales_order_link/customer_sales_order_link.json Normal file
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5
custom_ui/custom_ui/doctype/customer_task_link/customer_task_link.json
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0
custom_ui/custom_ui/doctype/lead_address_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/lead_address_link/lead_address_link.json Normal file
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custom_ui/custom_ui/doctype/lead_companies_link/__init__.py Normal file
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37
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custom_ui/custom_ui/doctype/lead_company_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/lead_company_link/lead_company_link.json Normal file
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0
custom_ui/custom_ui/doctype/lead_contact_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/lead_contact_link/lead_contact_link.json Normal file
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0
custom_ui/custom_ui/doctype/lead_on_site_meeting_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/lead_on_site_meeting_link/lead_on_site_meeting_link.json Normal file
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0
custom_ui/custom_ui/doctype/lead_quotation_link/__init__.py Normal file
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37
custom_ui/custom_ui/doctype/lead_quotation_link/lead_quotation_link.json Normal file
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"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:09.883408",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"quotation"
],
"fields": [
{
"fieldname": "quotation",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Quotation",
"options": "Quotation",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-19 12:30:01.642314",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Lead Quotation Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

5
custom_ui/custom_ui/doctype/project_task_link/project_task_link.json
View File

@ -1,7 +1,8 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:50.267662",
"creation": "2026-02-18 05:53:10.243616",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
@ -22,7 +23,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:51:59.777431",
"modified": "2026-02-18 05:53:10.281244",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Project Task Link",

0
custom_ui/custom_ui/doctype/skip_day/__init__.py Normal file
View File

36
custom_ui/custom_ui/doctype/skip_day/skip_day.json Normal file
View File

@ -0,0 +1,36 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:10.480897",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"date"
],
"fields": [
{
"fieldname": "date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Date",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-18 05:53:10.518277",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Skip Day",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

153
custom_ui/fixtures/bid_meeting_note_form.json
View File

@ -1,153 +0,0 @@
[
{
"company": "Sprinklers Northwest",
"docstatus": 0,
"doctype": "Bid Meeting Note Form",
"fields": [
{
"column": 1,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a locate is needed for this project.",
"include_options": 0,
"label": "Locate Needed",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 2,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a permit is needed for this project.",
"include_options": 0,
"label": "Permit Needed",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 3,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a backflow test is required after installation.",
"include_options": 0,
"label": "Back Flow Test Required",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 1,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": null,
"include_options": 0,
"label": "Machine Access",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 2,
"type": "Check"
},
{
"column": 2,
"conditional_on_field": "Machine Access",
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": null,
"include_options": 1,
"label": "Machines",
"options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer",
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 2,
"type": "Multi-Select"
},
{
"column": 0,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": null,
"include_options": 0,
"label": "Materials Required",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 3,
"type": "Check"
},
{
"column": 0,
"conditional_on_field": "Materials Required",
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": "Item",
"doctype_label_field": "itemName",
"help_text": null,
"include_options": 0,
"label": "Materials",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 4,
"type": "Multi-Select w/ Quantity"
}
],
"modified": "2026-02-18 05:52:37.304228",
"name": "SNW Install Bid Meeting Notes",
"notes": null,
"title": "SNW Install Bid Meeting Notes"
}
]

72
custom_ui/fixtures/project_template.json
View File

@ -1,72 +0,0 @@
[
{
"bid_meeting_note_form": "SNW Install Bid Meeting Notes",
"calendar_color": "#c1dec5",
"company": "Sprinklers Northwest",
"custom__complete_method": "Task Weight",
"docstatus": 0,
"doctype": "Project Template",
"item_groups": "SNW-I, SNW-S, SNW-LS",
"modified": "2026-02-16 03:59:53.719382",
"name": "SNW Install",
"project_type": "External",
"tasks": [
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Send customer 3-5 day window for start date",
"task": "TASK-2025-00001"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "811/Locate call in",
"task": "TASK-2025-00002"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Permit(s) call in and pay",
"task": "TASK-2025-00003"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Primary Job",
"task": "TASK-2025-00004"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Hydroseeding",
"task": "TASK-2025-00005"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Curbing",
"task": "TASK-2025-00006"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "15-Day QA",
"task": "TASK-2025-00007"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Permit Close-out",
"task": "TASK-2025-00008"
}
]
}
]

5
frontend/src/api.js
View File

@ -69,6 +69,7 @@ const FRAPPE_GET_CLIENT_METHOD = "custom_ui.api.db.clients.get_client_v2";
const FRAPPE_GET_CLIENT_NAMES_METHOD = "custom_ui.api.db.clients.get_client_names";
const FRAPPE_CHECK_CLIENT_EXISTS_METHOD = "custom_ui.api.db.clients.check_client_exists";
const FRAPPE_ADD_ADDRESSES_CONTACTS_METHOD = "custom_ui.api.db.clients.add_addresses_contacts";
const FRAPPE_CREATE_CLIENT_CONTACTS_ADDRESSES_METHOD = "custom_ui.api.db.clients.create_client_contacts_addresses";
// Employee methods
const FRAPPE_GET_EMPLOYEES_METHOD = "custom_ui.api.db.employees.get_employees";
const FRAPPE_GET_EMPLOYEES_ORGANIZED_METHOD = "custom_ui.api.db.employees.get_employees_organized";
@ -188,6 +189,10 @@ class Api {
return await this.request(FRAPPE_ADD_ADDRESSES_CONTACTS_METHOD, { clientName, companyName, addresses, contacts });
}
static async createClientContactsAddresses(clientName, company, contacts = [], addresses = []) {
return await this.request(FRAPPE_CREATE_CLIENT_CONTACTS_ADDRESSES_METHOD, { clientName, company, contacts, addresses });
}
// ============================================================================
// ON-SITE MEETING METHODS
// ============================================================================

66
frontend/src/components/clientView/AddContactAddressModal.vue
View File

@ -66,18 +66,23 @@ import Dialog from 'primevue/dialog';
import Button from 'primevue/button';
import ModalContactForm from './ModalContactForm.vue';
import ModalAddressForm from './ModalAddressForm.vue';
import Api from '../../api';
import { useCompanyStore } from '../../stores/company';
const companyStore = useCompanyStore();
const props = defineProps({
visible: Boolean,
clientName: { type: String, default: '' },
clientContacts: { type: Array, default: () => [] },
existingContacts: { type: Array, default: () => [] },
existingAddresses: { type: Array, default: () => [] },
isSubmitting: { type: Boolean, default: false },
});
const emit = defineEmits(['update:visible', 'created']);
const showContacts = ref(false);
const showAddresses = ref(false);
const isSubmitting = ref(false);
// Direct arrays instead of wrapping in formData objects
const newContacts = ref([
@ -136,16 +141,57 @@ function close() {
emit('update:visible', false);
}
function create() {
const payload = {};
if (showContacts.value) {
payload.contacts = newContacts.value;
async function create() {
isSubmitting.value = true;
try {
const contactsToSend = showContacts.value ? newContacts.value : [];
const addressesToSend = showAddresses.value ? newAddresses.value : [];
// Check if any contacts or addresses already exist
const existingMessages = [];
if (contactsToSend.length > 0) {
const existingContactsResult = await Api.checkContactsExist(contactsToSend);
if (existingContactsResult && existingContactsResult.length > 0) {
const names = existingContactsResult.map(c => `${c.firstName || ''} ${c.lastName || ''}`.trim()).join(', ');
existingMessages.push(`Contact(s) already exist: ${names}`);
}
}
if (addressesToSend.length > 0) {
const existingAddressesResult = await Api.checkAddressesExist(addressesToSend);
if (existingAddressesResult && existingAddressesResult.length > 0) {
const addrs = existingAddressesResult.map(a => `${a.addressLine1 || ''} ${a.city || ''}`).join(', ');
existingMessages.push(`Address(es) already exist: ${addrs}`);
}
}
// If any exist, prompt the user for confirmation
if (existingMessages.length > 0) {
const message = existingMessages.join('\n') + '\n\nWould you like to proceed anyway? Existing records will be linked instead of duplicated.';
if (!window.confirm(message)) {
isSubmitting.value = false;
return;
}
}
// Call API to create/link contacts and addresses
// Address contacts/primaryContact are dicts with firstName, lastName, email
// that the backend matches against created/existing contact docs
const result = await Api.createClientContactsAddresses(
props.clientName,
companyStore.currentCompany,
contactsToSend,
addressesToSend
);
emit('created', result);
close();
} catch (error) {
console.error('Error creating contacts/addresses:', error);
} finally {
isSubmitting.value = false;
}
if (showAddresses.value) {
payload.addresses = newAddresses.value;
}
emit('created', payload);
close();
}
</script>

9
frontend/src/components/clientView/GeneralClientInfo.vue
View File

@ -98,9 +98,11 @@
<AddContactAddressModal
:visible="showAddModal"
@update:visible="showAddModal = $event"
:clientName="clientData.customerName"
:clientContacts="clientData.contacts || []"
:existingContacts="clientData.contacts?.map(c => c.fullName || c.name) || []"
:existingAddresses="clientData.addresses?.map(a => a.addressLine1) || []"
@created="onContactsAddressesCreated"
/>
</div>
</template>
@ -126,6 +128,8 @@ const props = defineProps({
},
});
const emit = defineEmits(['refresh']);
// Check if client is a Lead
const isLead = computed(() => props.clientData.doctype === "Lead");
@ -173,6 +177,11 @@ const formattedCreationDate = computed(() => {
});
});
// Handle successful contact/address creation - emit refresh so parent reloads client data
const onContactsAddressesCreated = () => {
emit('refresh');
};
</script>

7
frontend/src/components/pages/Client.vue
View File

@ -29,6 +29,7 @@
<GeneralClientInfo
v-if="client.customerName"
:client-data="client"
@refresh="refreshClient"
/>
<AdditionalInfoBar :address="client.addresses[selectedAddressIdx]" v-if="client.customerName" />
@ -461,6 +462,12 @@ const handleCustomerSelected = (clientData) => {
// Handle customer selected from search
client.value = { ...client.value, ...clientData };
};
const refreshClient = async () => {
if (clientName) {
await getClient(clientName);
}
};
</script>
<style lang="css">
.tab-info-alert {

1
frontend/src/components/pages/Home.vue
View File

@ -390,7 +390,6 @@ const loadChartData = async() => {
};
onMounted(async() => {
notifications.addWarning("Dashboard metrics are based on dummy data for demonstration purposes. UPDATES COMING SOON!");
await loadChartData();
});