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This commit is contained in:
Casey 2026-02-20 10:56:40 -06:00
parent 6c703c2c3b
commit 6ff5a09ad4
24 changed files with 270688 additions and 237967 deletions
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2
custom_ui/api/db/clients.py
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@ -317,7 +317,7 @@ def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
where_sql = "WHERE " + " AND ".join(where_clauses)
offset = (page - 1) * page_size
print("DEBUG: Constructed SQL where clause:", where_sql)
address_names = frappe.db.sql(f"""
SELECT DISTINCT a.name
FROM `tabAddress` a

188
custom_ui/commands.py
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@ -112,10 +112,21 @@ def setup_custom_ui():
@click.option("--dry-run", is_flag=True, default=False, help="Print what would be done without inserting")
def import_aspire_migration(site, path, dry_run):
"""Import Aspire migration JSON files into ERPNext in dependency order."""
import sys
import time
frappe.init(site=site)
frappe.connect()
def print_progress(step_label, current, total, success, skipped, failed):
"""Print an in-place progress line using \\r."""
sys.stdout.write(f"\r {step_label}: {current}/{total} (✓ {success} ⊘ {skipped} ✗ {failed})")
sys.stdout.flush()
def finish_progress(step_label, success, skipped, failed, elapsed):
"""Clear the progress line and print the final summary."""
sys.stdout.write("\r\033[K") # clear the line
click.echo(f" ✅ {step_label} — inserted: {success}, skipped: {skipped}, failed: {failed} ({elapsed:.1f}s)")
# 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))
@ -123,9 +134,12 @@ def import_aspire_migration(site, path, dry_run):
customers_file = os.path.join(path, "customers.json")
contacts_file = os.path.join(path, "contacts.json")
addresses_file = os.path.join(path, "addresses.json")
updates_file = os.path.join(path, "customer_updates.json")
customer_updates_file = os.path.join(path, "customer_updates.json")
address_updates_file = os.path.join(path, "address_updates.json")
contacts_updates_file = os.path.join(path, "contacts_updates.json")
for f in [customers_file, contacts_file, addresses_file, updates_file]:
for f in [customers_file, contacts_file, addresses_file, customer_updates_file, address_updates_file, contacts_updates_file]:
if not os.path.exists(f):
click.echo(f"❌ Missing file: {f}")
return
@ -140,13 +154,39 @@ def import_aspire_migration(site, path, dry_run):
def fast_insert(rec, label="record"):
"""Insert a doc skipping hooks, validations, and permissions."""
doc = frappe.get_doc(rec)
company_links = rec.pop("companies", [])
doc.flags.ignore_permissions = True
doc.flags.ignore_links = True
doc.flags.ignore_validate = True
doc.flags.ignore_mandatory = True
doc.db_insert()
doc.flags.ignore_links = True
for link in company_links:
doc.append("companies", link)
doc.insert()
return doc
def fast_update(rec, doctype):
filters = {}
if doctype == "Customer":
filters = {"customer_name": rec.get("customer_name")}
rec.pop("customer_name", None)
elif doctype == "Address":
filters = {"address_title": rec.get("address_title")}
rec.pop("address_title", None)
elif doctype == "Contact":
filters = {"full_name": rec.get("full_name")}
rec.pop("full_name", None)
name = frappe.db.get_value(doctype, filters)
if not name:
raise ValueError(f"No {doctype} found matching {filters}")
doc = frappe.get_doc(doctype, name)
for key, value in rec.items():
if isinstance(value, list):
for item in value:
doc.append(key, item)
elif value:
doc.set(key, value)
doc.flags.ignore_permissions = True
doc.save()
# --- Step 1: Insert Customers ---
click.echo("📦 Step 1: Inserting Customers...")
t0 = time.time()
@ -157,6 +197,7 @@ def import_aspire_migration(site, path, dry_run):
existing_customers = set(frappe.get_all("Customer", pluck="name"))
success, skipped, failed = 0, 0, 0
total = len(customers)
for i, rec in enumerate(customers):
if dry_run:
click.echo(f" [DRY RUN] Would insert Customer: {rec.get('customer_name')}")
@ -164,20 +205,20 @@ def import_aspire_migration(site, path, dry_run):
try:
if rec.get("customer_name") in existing_customers:
skipped += 1
continue
fast_insert(rec, "Customer")
existing_customers.add(rec.get("customer_name"))
success += 1
else:
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}")
print_progress("Customers", i + 1, total, success, skipped, failed)
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} ({time.time() - t0:.1f}s)")
finish_progress("Customers", success, skipped, failed, time.time() - t0)
# --- Step 2: Insert Contacts ---
click.echo("📦 Step 2: Inserting Contacts...")
@ -186,7 +227,12 @@ def import_aspire_migration(site, path, dry_run):
contacts = json.load(f)
success, skipped, failed = 0, 0, 0
total = len(contacts)
for i, rec in enumerate(contacts):
full_name = f"{rec.get('first_name', '')} {rec.get('last_name', '')}".strip()
if frappe.db.exists("Contact", {"full_name": full_name}):
skipped += 1
continue
if dry_run:
click.echo(f" [DRY RUN] Would insert Contact: {rec.get('first_name')} {rec.get('last_name')}")
continue
@ -195,15 +241,17 @@ def import_aspire_migration(site, path, dry_run):
success += 1
except Exception as e:
failed += 1
name = f"{rec.get('first_name', '')} {rec.get('last_name', '')}"
click.echo(f" ⚠️ Contact '{name}': {e}")
print_progress("Contacts", i + 1, total, success, skipped, failed)
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} ({time.time() - t0:.1f}s)")
finish_progress("Contacts", success, skipped, failed, time.time() - t0)
# Clear cache so link validation can find the newly inserted contacts
frappe.clear_cache()
# --- Step 3: Insert Addresses ---
click.echo("📦 Step 3: Inserting Addresses...")
@ -212,7 +260,11 @@ def import_aspire_migration(site, path, dry_run):
addresses = json.load(f)
success, skipped, failed = 0, 0, 0
total = len(addresses)
for i, rec in enumerate(addresses):
if frappe.db.exists("Address", {"address_title": rec.get("address_title")}):
skipped += 1
continue
if dry_run:
click.echo(f" [DRY RUN] Would insert Address: {rec.get('address_line1')}")
continue
@ -220,20 +272,21 @@ def import_aspire_migration(site, path, dry_run):
fast_insert(rec, "Address")
success += 1
except Exception as e:
print(f"Error inserting Address {rec.get('address_title')}: {e}")
failed += 1
click.echo(f" ⚠️ Address '{rec.get('address_line1', '?')}': {e}")
print_progress("Addresses", i + 1, total, success, skipped, failed)
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} ({time.time() - t0:.1f}s)")
finish_progress("Addresses", success, skipped, failed, time.time() - t0)
# --- 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:
with open(customer_updates_file) as f:
updates = json.load(f)
# Get child doctype names from Customer meta once
@ -247,6 +300,7 @@ def import_aspire_migration(site, path, dry_run):
click.echo(f" → properties child doctype: {properties_doctype}")
success, skipped, failed = 0, 0, 0
total = len(updates)
for i, rec in enumerate(updates):
customer_name = rec.get("customer_name")
if dry_run:
@ -255,42 +309,76 @@ def import_aspire_migration(site, path, dry_run):
try:
if customer_name not in existing_customers:
skipped += 1
continue
# Directly insert child rows without loading/saving parent doc
for contact_row in rec.get("contacts", []):
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", []):
if not properties_doctype:
break
property_row.update({
"doctype": properties_doctype,
"parent": customer_name,
"parenttype": "Customer",
"parentfield": "properties",
})
fast_insert(property_row, "property link")
success += 1
else:
fast_update(rec, "Customer")
success += 1
except Exception as e:
failed += 1
click.echo(f" ⚠️ Update '{customer_name}': {e}")
print_progress("Customer updates", i + 1, total, success, skipped, failed)
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} ({time.time() - t0:.1f}s)")
finish_progress("Customer updates", success, skipped, failed, time.time() - t0)
# --- Step 5: Update Addresses with customer links ---
click.echo("📦 Step 5: Updating Addresses with customer links...")
t0 = time.time()
with open(address_updates_file) as f:
updates = json.load(f)
success, skipped, failed = 0, 0, 0
total = len(updates)
for i, rec in enumerate(updates):
address_title = rec.get("address_title")
if dry_run:
click.echo(f" [DRY RUN] Would update Address: {address_title}")
continue
try:
fast_update(rec, "Address")
success += 1
except Exception as e:
failed += 1
print(f"Error updating Address {address_title}: {e}")
print_progress("Address updates", i + 1, total, success, skipped, failed)
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
frappe.db.commit()
finish_progress("Address updates", success, skipped, failed, time.time() - t0)
# --- Step 6: Update Contacts with customer links ---
click.echo("📦 Step 6: Updating Contacts with customer links...")
t0 = time.time()
with open(contacts_updates_file) as f:
updates = json.load(f)
success, skipped, failed = 0, 0, 0
total = len(updates)
for i, rec in enumerate(updates):
contact_name = f"{rec.get('first_name', '')} {rec.get('last_name', '')}"
if dry_run:
click.echo(f" [DRY RUN] Would update Contact: {contact_name}")
continue
try:
fast_update(rec, "Contact")
success += 1
except Exception as e:
failed += 1
print(f"Error updating Contact {contact_name}: {e}")
print_progress("Contact updates", i + 1, total, success, skipped, failed)
if (i + 1) % BATCH_SIZE == 0:
frappe.db.commit()
frappe.db.commit()
finish_progress("Contact updates", success, skipped, failed, time.time() - t0)
click.echo("🎉 Migration complete!")
frappe.flags.in_import = False

0
custom_ui/custom_ui/doctype/address_contact_role/__init__.py Normal file
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57
custom_ui/custom_ui/doctype/address_contact_role/address_contact_role.json Normal file
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@ -0,0 +1,57 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:07.818441",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"contact",
"role",
"email",
"phone"
],
"fields": [
{
"fieldname": "contact",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Contact",
"options": "Contact",
"reqd": 1
},
{
"fieldname": "role",
"fieldtype": "Select",
"label": "Role",
"options": "Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily member\nRealtor\nOther"
},
{
"fieldname": "email",
"fieldtype": "Data",
"label": "Email",
"read_only": 1
},
{
"fieldname": "phone",
"fieldtype": "Data",
"label": "Phone",
"read_only": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-20 03:21:47.159037",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Address Contact Role",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/custom_customer_address_link/__init__.py Normal file
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65
custom_ui/custom_ui/doctype/custom_customer_address_link/custom_customer_address_link.json Normal file
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@ -0,0 +1,65 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:08.441123",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"address_name",
"address_line_1",
"city",
"state",
"pincode",
"address_type"
],
"fields": [
{
"fieldname": "address_name",
"fieldtype": "Link",
"label": "Address",
"options": "Address"
},
{
"fieldname": "address_line_1",
"fieldtype": "Data",
"label": "Address Line 1"
},
{
"fieldname": "city",
"fieldtype": "Data",
"label": "City"
},
{
"fieldname": "state",
"fieldtype": "Data",
"label": "State"
},
{
"fieldname": "pincode",
"fieldtype": "Data",
"label": "Pincode"
},
{
"fieldname": "address_type",
"fieldtype": "Select",
"label": "Address Type",
"options": "Billing\nService\nBuilder\nInstallation"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-20 03:39:57.967418",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Custom Customer Address Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/follow_check_list_fields/__init__.py Normal file
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59
custom_ui/custom_ui/doctype/follow_check_list_fields/follow_check_list_fields.json Normal file
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@ -0,0 +1,59 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:check_list_item_name",
"creation": "2026-02-18 05:53:07.008038",
"custom": 1,
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"permit_inspection_complete_section",
"check_list_item_name",
"description"
],
"fields": [
{
"fieldname": "permit_inspection_complete_section",
"fieldtype": "Section Break",
"label": "Check List Item"
},
{
"fieldname": "check_list_item_name",
"fieldtype": "Data",
"label": "Name",
"unique": 1
},
{
"fieldname": "description",
"fieldtype": "Small Text",
"label": "Description"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-02-20 03:14:58.875000",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Follow Check List Fields",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

0
custom_ui/custom_ui/doctype/follow_up_checklist/__init__.py Normal file
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527
custom_ui/custom_ui/doctype/follow_up_checklist/follow_up_checklist.json Normal file
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@ -0,0 +1,527 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:address",
"creation": "2026-02-18 05:53:06.908262",
"custom": 1,
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"15_day_warranty_check_list",
"address",
"column_break_qkir",
"name1",
"inspector_date",
"section_break_qcgd",
"form_date",
"install_start_date",
"install_end_date",
"column_break_lxgp",
"builder_and_bft",
"development",
"column_break_wlcx",
"has_customer_taken_over",
"homeowner",
"phone",
"email",
"section_break_wjee",
"permit_inspection_complete_yes",
"permit_inspection_complete_no",
"permit_notes",
"permit_notes_office",
"section_break_etlc",
"backflow_certified_yes",
"backflow_certified_no",
"backflow_notes",
"backflow_notes_office",
"any_state_repairs_required_to_pass_section",
"any_state_repairs_yes",
"any_state_repairs_no",
"state_repairs_notes",
"state_repairs_notes_office",
"turn_timer_down_or_up_section",
"turn_timer_yes",
"turn_timer_no",
"turn_timer_notes",
"turn_timer_notes_office",
"hydroseed_or_sod_section",
"hydro_sod_yes",
"hydro_sod_no",
"hydro_sod_notes",
"hydro_sod_notes_office",
"fertilized_lawn_with_16x16x16_section",
"fertilized_yes",
"fertilized_no",
"fertilized_notes",
"fertilized_notes_office",
"requirement_for_turn_on_or_blowout_posted_section",
"turn_on_blowout_yes",
"turn_on_blowout_no",
"turn_on_blowout_notes",
"turn_on_blowout_notes_office",
"print_out_of_hydroseed__sod_care_guide_posted_section",
"hydroseed_sod_care_yes",
"hydroseed_sod_care_no",
"hydroseed_sod_care_notes",
"hydroseed_sod_care_notes_office",
"irrigation_zone_numbers_labeled_inside_of_timer_section",
"irrigation_zones_yes",
"irrigation_zones_no",
"irrigation_zones_notes",
"irrigation_zones_notes_office",
"section_break_hlnz",
"did_lowe_fencing_do_install_column",
"lowe_install_yes",
"lowe_install_no",
"lowe_install_notes",
"lowe_install_notes_office",
"if_so_does_the_gate_swing_correctly_section",
"swings_yes",
"swings_no",
"swings_notes",
"swings_notes_office",
"section_break_muil",
"things_for_install_crew_next_time",
"column_break_ghug",
"general_customer_comments_to_install"
],
"fields": [
{
"fieldname": "15_day_warranty_check_list",
"fieldtype": "Heading",
"label": "15 Day Warranty Check List"
},
{
"fieldname": "address",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Address",
"options": "Properties",
"reqd": 1,
"unique": 1
},
{
"fieldname": "column_break_qkir",
"fieldtype": "Column Break"
},
{
"fieldname": "name1",
"fieldtype": "Data",
"label": "SNW Representative"
},
{
"fieldname": "inspector_date",
"fieldtype": "Date",
"label": "Date of Appt"
},
{
"fieldname": "section_break_qcgd",
"fieldtype": "Section Break"
},
{
"fieldname": "form_date",
"fieldtype": "Date",
"label": "Expected Date"
},
{
"fieldname": "install_start_date",
"fieldtype": "Date",
"label": "Install Start Date"
},
{
"fieldname": "install_end_date",
"fieldtype": "Date",
"label": "Install End Date"
},
{
"fieldname": "column_break_lxgp",
"fieldtype": "Column Break"
},
{
"fieldname": "builder_and_bft",
"fieldtype": "Data",
"label": "builder_and_bft"
},
{
"fieldname": "development",
"fieldtype": "Link",
"label": "Development",
"options": "Territory"
},
{
"fieldname": "column_break_wlcx",
"fieldtype": "Column Break"
},
{
"fieldname": "has_customer_taken_over",
"fieldtype": "Heading",
"label": "Has customer taken over?"
},
{
"fieldname": "homeowner",
"fieldtype": "Link",
"label": "Homeowner",
"options": "Contact"
},
{
"fetch_from": "homeowner.phone",
"fieldname": "phone",
"fieldtype": "Phone",
"label": "Phone",
"read_only": 1
},
{
"fetch_from": "homeowner.email_id",
"fieldname": "email",
"fieldtype": "Data",
"label": "Email",
"read_only": 1
},
{
"fieldname": "section_break_wjee",
"fieldtype": "Section Break",
"label": "Permit inspection complete"
},
{
"default": "0",
"fieldname": "permit_inspection_complete_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "permit_inspection_complete_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "permit_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "permit_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "section_break_etlc",
"fieldtype": "Section Break",
"label": "Backflow Certified"
},
{
"default": "0",
"fieldname": "backflow_certified_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "backflow_certified_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "backflow_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "backflow_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "any_state_repairs_required_to_pass_section",
"fieldtype": "Section Break",
"label": "Any State Repairs Required to pass?"
},
{
"default": "0",
"fieldname": "any_state_repairs_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "any_state_repairs_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "state_repairs_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "state_repairs_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "turn_timer_down_or_up_section",
"fieldtype": "Section Break",
"label": "Turn timer down or up"
},
{
"default": "0",
"fieldname": "turn_timer_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "turn_timer_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "turn_timer_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "turn_timer_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "hydroseed_or_sod_section",
"fieldtype": "Section Break",
"label": "Hydroseed or Sod"
},
{
"default": "0",
"fieldname": "hydro_sod_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "hydro_sod_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "hydro_sod_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "hydro_sod_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "fertilized_lawn_with_16x16x16_section",
"fieldtype": "Section Break",
"label": "Fertilized Lawn with 16x16x16"
},
{
"default": "0",
"fieldname": "fertilized_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "fertilized_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "fertilized_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "fertilized_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "requirement_for_turn_on_or_blowout_posted_section",
"fieldtype": "Section Break",
"label": "Requirement for Turn On / Blowout Posted"
},
{
"default": "0",
"fieldname": "turn_on_blowout_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "turn_on_blowout_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "turn_on_blowout_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "turn_on_blowout_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "print_out_of_hydroseed__sod_care_guide_posted_section",
"fieldtype": "Section Break",
"label": "Print out of HydroSeed / Sod Care Guide Posted"
},
{
"default": "0",
"fieldname": "hydroseed_sod_care_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "hydroseed_sod_care_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "hydroseed_sod_care_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "hydroseed_sod_care_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "irrigation_zone_numbers_labeled_inside_of_timer_section",
"fieldtype": "Section Break",
"label": "Irrigation zone numbers labeled inside of timer"
},
{
"default": "0",
"fieldname": "irrigation_zones_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "irrigation_zones_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "irrigation_zones_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "irrigation_zones_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "section_break_hlnz",
"fieldtype": "Section Break",
"label": "Did Lowe fencing do install?"
},
{
"fieldname": "did_lowe_fencing_do_install_column",
"fieldtype": "Column Break"
},
{
"default": "0",
"fieldname": "lowe_install_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "lowe_install_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "lowe_install_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "lowe_install_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "if_so_does_the_gate_swing_correctly_section",
"fieldtype": "Section Break",
"label": "If so does the gate swing correctly?"
},
{
"default": "0",
"fieldname": "swings_yes",
"fieldtype": "Check",
"label": "Yes"
},
{
"default": "0",
"fieldname": "swings_no",
"fieldtype": "Check",
"label": "No"
},
{
"fieldname": "swings_notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "swings_notes_office",
"fieldtype": "Small Text",
"label": "Notes for Office"
},
{
"fieldname": "section_break_muil",
"fieldtype": "Section Break"
},
{
"fieldname": "things_for_install_crew_next_time",
"fieldtype": "Small Text",
"label": "Things for Install crew next time"
},
{
"fieldname": "column_break_ghug",
"fieldtype": "Column Break"
},
{
"fieldname": "general_customer_comments_to_install",
"fieldtype": "Small Text",
"label": "General customer comments to install"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-02-20 03:15:16.026719",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Follow Up Checklist",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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

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

@ -0,0 +1,36 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-02-18 05:53:07.766014",
"custom": 1,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"company"
],
"fields": [
{
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-02-20 03:19:20.452597",
"modified_by": "casey@shilohcode.com",
"module": "Custom UI",
"name": "Linked Companies",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

7
custom_ui/events/address.py
View File

@ -2,7 +2,12 @@ import frappe
from custom_ui.db_utils import build_full_address
def before_insert(doc, method):
print("DEBUG: Before Insert Triggered for Address")
# print("DEBUG: Before Insert Triggered for Address")
if not doc.full_address:
doc.full_address = build_full_address(doc)
def before_delete(doc, method):
print("DEBUG: Before Delete Triggered for Address")
# Clear the full_address field before deletion to prevent orphaned data

3
custom_ui/events/general.py
View File

@ -3,4 +3,5 @@ import frappe
def attach_bid_note_form_to_project_template(doc, method):
"""Attatch Bid Meeting Note Form to Project Template on insert."""
print("DEBUG: Attaching Bid Meeting Note Form to Project Template")
frappe.set_value("Project Template", doc.project_template, "bid_meeting_note_form", doc.name)
# frappe.set_value("Project Template", doc.project_template, "bid_meeting_note_form", doc.name)

153
custom_ui/fixtures/bid_meeting_note_form.json Normal file
View File

@ -0,0 +1,153 @@
[
{
"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"
}
]

513
custom_ui/fixtures/custom_field.json
View File

@ -1,61 +1,4 @@
[
{
"allow_in_quick_entry": 1,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": "contact.mobile_no",
"fetch_if_empty": 1,
"fieldname": "custom_phone_number",
"fieldtype": "Data",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_preview": 1,
"in_standard_filter": 0,
"insert_after": "contact",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Phone Number",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:50:41.564255",
"module": null,
"name": "Service Appointment-custom_phone_number",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 1,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -227,63 +170,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 1,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": "Kris Sims",
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 1,
"fieldname": "custom_assigned_to",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 1,
"in_list_view": 1,
"in_preview": 1,
"in_standard_filter": 0,
"insert_after": "service_details",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Assigned to",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:56:08.644464",
"module": null,
"name": "Service Appointment-custom_assigned_to",
"no_copy": 0,
"non_negative": 0,
"options": "Sales Person",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -569,63 +455,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 1,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": "contact.custom_service_address",
"fetch_if_empty": 0,
"fieldname": "custom_location_of_meeting",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_preview": 1,
"in_standard_filter": 0,
"insert_after": "section_break_toee",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Service Address",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:50:41.472790",
"module": null,
"name": "Service Appointment-custom_location_of_meeting",
"no_copy": 0,
"non_negative": 0,
"options": "Address",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 1,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -6611,63 +6440,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "custom_sms_optin",
"fieldtype": "Check",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "custom_phone_number",
"is_system_generated": 0,
"is_virtual": 0,
"label": "SMS Opt-In",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-09-02 10:21:59.145925",
"module": null,
"name": "Service Appointment-custom_sms_optin",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -6839,63 +6611,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": "contact.email_id",
"fetch_if_empty": 1,
"fieldname": "custom_email_address",
"fieldtype": "Data",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 1,
"in_standard_filter": 0,
"insert_after": "custom_sms_optin",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Email Address",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:50:41.658096",
"module": null,
"name": "Service Appointment-custom_email_address",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 1,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -7181,63 +6896,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "custom_column_break_dsqvk",
"fieldtype": "Column Break",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "custom_email_address",
"is_system_generated": 0,
"is_virtual": 0,
"label": "",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:50:41.381550",
"module": null,
"name": "Service Appointment-custom_column_break_dsqvk",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 1,
"allow_on_submit": 0,
@ -7523,63 +7181,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "custom_internal_company",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "status",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Internal Company",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:53:41.538535",
"module": null,
"name": "Service Appointment-custom_internal_company",
"no_copy": 0,
"non_negative": 0,
"options": "Company",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -8777,63 +8378,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "custom_section_break_gndxh",
"fieldtype": "Section Break",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "custom_internal_company",
"is_system_generated": 0,
"is_virtual": 0,
"label": "",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-06 16:50:41.747787",
"module": null,
"name": "Service Appointment-custom_section_break_gndxh",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -9062,63 +8606,6 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Service Appointment",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "auto_repeat",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "custom_assigned_to",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Auto Repeat",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-01-07 12:01:01.971054",
"module": null,
"name": "Service Appointment-auto_repeat",
"no_copy": 1,
"non_negative": 0,
"options": "Auto Repeat",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 1,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,

72
custom_ui/fixtures/project_template.json Normal file
View File

@ -0,0 +1,72 @@
[
{
"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"
}
]
}
]

28
custom_ui/hooks.py
View File

@ -227,7 +227,7 @@ def remove_fencing_job_queue_links(doc):
fixtures = [
{
"dt": "Custom Field",
"filters": [["module", "in", ["Custom UI"]], ["dt", "not in", ["Service Appointment"]]]
"filters": [["dt", "not in", ["Service Appointment"]]]
},
# {
# "dt": "Email Template",
@ -255,23 +255,23 @@ fixtures = [
# { "dt": "Holiday List" },
# These don't have reliable flags → export all
{"dt": "Custom Field"},
# {"dt": "Custom Field"},
{"dt": "Property Setter",
"filters": [["name", "not in", ["Service Appointment-service_address", "Service Appointment-customer", "Service Appointment-project", "Service Appointment-project_template", "Service Appointment"]],]},
{"dt": "Client Script"},
{"dt": "Server Script"},
{
"dt": "User",
"filters": [
["name", "not in", ["Administrator", "Guest"]]
]
},
{
"dt": "Role Profile"
},
{
"dt": "Role"
},
# {
# "dt": "User",
# "filters": [
# ["name", "not in", ["Administrator", "Guest"]]
# ]
# },
# {
# "dt": "Role Profile"
# },
# {
# "dt": "Role"
# },
]

102878
custom_ui/migration_data/address_updates.json Normal file
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117504
custom_ui/migration_data/addresses.json
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File diff suppressed because it is too large Load Diff

65337
custom_ui/migration_data/contacts.json
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75304
custom_ui/migration_data/contacts_updates.json Normal file
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File diff suppressed because it is too large Load Diff

145897
custom_ui/migration_data/customers.json
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File diff suppressed because it is too large Load Diff

25
frontend/src/components/clientSubPages/AddressInformationForm.vue
View File

@ -117,8 +117,7 @@
:id="`contacts-${index}`"
v-model="address.contacts"
:options="contactOptions"
optionLabel="label"
dataKey="value"
optionLabel="label" optionValue="value" dataKey="value"
:disabled="isSubmitting || contactOptions.length === 0"
placeholder="Select contacts"
class="w-full"
@ -130,8 +129,9 @@
<Select
:id="`primaryContact-${index}`"
v-model="address.primaryContact"
:options="address.contacts"
optionLabel="label"
:options="getPrimaryContactOptions(address.contacts)"
optionLabel="label"
optionValue="value"
dataKey="value"
:disabled="isSubmitting || !address.contacts || address.contacts.length === 0"
placeholder="Select primary contact"
@ -256,6 +256,11 @@ const formatAddressLine = (index, field, event) => {
localFormData.value.addresses[index][field] = formatted;
};
const getPrimaryContactOptions = (selectedContactIndexes) => {
if (!selectedContactIndexes || selectedContactIndexes.length === 0) return [];
return contactOptions.value.filter(opt => selectedContactIndexes.includes(opt.value));
};
const handleBillingChange = (selectedIndex) => {
// If the selected address is now checked as billing
if (localFormData.value.addresses[selectedIndex].isBillingAddress) {
@ -267,12 +272,12 @@ const handleBillingChange = (selectedIndex) => {
}
});
// Auto-select all contacts (store full objects)
// Auto-select all contacts (store indexes only)
if (contactOptions.value.length > 0) {
localFormData.value.addresses[selectedIndex].contacts = [...contactOptions.value];
localFormData.value.addresses[selectedIndex].contacts = contactOptions.value.map(o => o.value);
}
// Auto-select primary contact (store full object)
// Auto-select primary contact (store index only)
const allOpts = contactOptions.value;
if (allOpts.length > 0) {
// Try to find the primary from localFormData contacts
@ -280,12 +285,12 @@ const handleBillingChange = (selectedIndex) => {
const primaryIndex = localFormData.value.contacts.findIndex((c) => c.isPrimary);
if (primaryIndex !== -1) {
const primaryOpt = allOpts.find((o) => o.value === primaryIndex);
localFormData.value.addresses[selectedIndex].primaryContact = primaryOpt || allOpts[0];
localFormData.value.addresses[selectedIndex].primaryContact = (primaryOpt || allOpts[0]).value;
} else {
localFormData.value.addresses[selectedIndex].primaryContact = allOpts[0];
localFormData.value.addresses[selectedIndex].primaryContact = allOpts[0].value;
}
} else {
localFormData.value.addresses[selectedIndex].primaryContact = allOpts[0];
localFormData.value.addresses[selectedIndex].primaryContact = allOpts[0].value;
}
}
} else {