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Casey 2026-02-15 07:06:51 -06:00
parent 8ebd77540c
commit 8c818f8dde
17 changed files with 14799 additions and 322 deletions
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10901
custom_ui/fixtures/account.json Normal file
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154
custom_ui/fixtures/bid_meeting_note_form.json Normal file
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[
{
"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"
},
{
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"conditional_on_field": null,
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"default_value": null,
"doctype_for_select": null,
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"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",
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"required": 0,
"row": 1,
"type": "Check"
},
{
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"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",
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"required": 0,
"row": 1,
"type": "Check"
},
{
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"parent": "SNW Install Bid Meeting Notes",
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},
{
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"include_options": 1,
"label": "Machines",
"options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer",
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"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
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},
{
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"parent": "SNW Install Bid Meeting Notes",
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"parent": "SNW Install Bid Meeting Notes",
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}
],
"modified": "2026-02-15 02:33:43.948485",
"name": "SNW Install Bid Meeting Notes",
"notes": null,
"project_template": "",
"title": "SNW Install Bid Meeting Notes"
}
]

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custom_ui/fixtures/company.json Normal file
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[
{
"abbr": "VS",
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"default_currency": "USD",
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"depreciation_cost_center": "Main - VS",
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"disposal_account": "Gain/Loss on Asset Disposal - VS",
"docstatus": 0,
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"exception_budget_approver_role": null,
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"existing_company": null,
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"expenses_included_in_valuation": "Expenses Included In Valuation - VS",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.933618",
"monthly_sales_target": 0.0,
"name": "Veritas Stone",
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"website": null,
"write_off_account": "Write Off - VS"
},
{
"abbr": "DL",
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"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - DL",
"expenses_included_in_valuation": "Expenses Included In Valuation - DL",
"fax": null,
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"modified": "2026-02-15 00:56:31.935944",
"monthly_sales_target": 0.0,
"name": "Daniels Landscape Supplies",
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},
{
"abbr": "SD",
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"asset_received_but_not_billed": "Asset Received But Not Billed - SD",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
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"capital_work_in_progress_account": "CWIP Account - SD",
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"company_name": "sprinklersnorthwest (Demo)",
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},
{
"abbr": "NYC",
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"company_name": "Nuco Yard Care",
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"depreciation_cost_center": "Main - NYC",
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"docstatus": 0,
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"email": "operations@nucoyardcare.com",
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"exchange_gain_loss_account": "Exchange Gain/Loss - NYC",
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"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - NYC",
"expenses_included_in_valuation": "Expenses Included In Valuation - NYC",
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"monthly_sales_target": 0.0,
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},
{
"abbr": "LF",
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"default_letter_head": "Lowe Fencing",
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"depreciation_cost_center": "Main - LF",
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"disposal_account": "Gain/Loss on Asset Disposal - LF",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": "office@lowefencing.com",
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"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - LF",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - LF",
"expenses_included_in_valuation": "Expenses Included In Valuation - LF",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.940118",
"monthly_sales_target": 0.0,
"name": "Lowe Fencing",
"old_parent": "",
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"phone_no": "2084848165",
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - LF",
"round_off_cost_center": "Main - LF",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - LF",
"stock_received_but_not_billed": "Stock Received But Not Billed - LF",
"submit_err_jv": 0,
"tax_id": "81-1640506",
"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": null,
"write_off_account": "Write Off - LF"
},
{
"abbr": "S",
"accumulated_depreciation_account": "Accumulated Depreciation - S",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - S",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 1,
"capital_work_in_progress_account": "CWIP Account - S",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Sprinklers Northwest",
"cost_center": "Main - S",
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"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": "2009-04-06",
"default_advance_paid_account": null,
"default_advance_received_account": "Customer Deposits - S",
"default_bank_account": "Undeposited Funds - S",
"default_buying_terms": null,
"default_cash_account": "Undeposited Funds - S",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": "Employee Advances - S",
"default_expense_account": "Cost of Goods Sold - S",
"default_expense_claim_payable_account": "Creditors - S",
"default_finance_book": null,
"default_holiday_list": "Standard Holiday List",
"default_in_transit_warehouse": null,
"default_income_account": "Sales - S",
"default_inventory_account": "Stock In Hand - S",
"default_letter_head": "Sprinklers Northwest",
"default_operating_cost_account": null,
"default_payable_account": "Creditors - S",
"default_payroll_payable_account": "Payroll Payable - S",
"default_provisional_account": null,
"default_receivable_account": "Debtors - S",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - S",
"depreciation_expense_account": "Depreciation - S",
"disposal_account": "Gain/Loss on Asset Disposal - S",
"docstatus": 0,
"doctype": "Company",
"domain": "",
"email": "info@sprinklersnorthwest.com",
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - S",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - S",
"expenses_included_in_valuation": "Expenses Included In Valuation - S",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.946270",
"monthly_sales_target": 0.0,
"name": "Sprinklers Northwest",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": "208-818-8838",
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - S",
"round_off_cost_center": "Main - S",
"round_off_for_opening": null,
"sales_monthly_history": "{\"02-2025\": 0.0, \"02-2026\": 0.0, \"05-2025\": 0.0, \"07-2025\": 0.0}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - S",
"stock_received_but_not_billed": "Stock Received But Not Billed - S",
"submit_err_jv": 0,
"tax_id": "26-4603792",
"total_monthly_sales": 23400.0,
"transactions_annual_history": "{\"1740463200.0\": 1, \"1740549600.0\": 1, \"1741154400.0\": 1, \"1744866000.0\": 1, \"1744952400.0\": 1, \"1745557200.0\": 3, \"1746162000.0\": 1, \"1746594000.0\": 1, \"1746680400.0\": 2, \"1746853200.0\": 1, \"1747285200.0\": 1, \"1748581200.0\": 1, \"1750136400.0\": 2, \"1753333200.0\": 1, \"1755234000.0\": 2, \"1755493200.0\": 1, \"1755752400.0\": 1, \"1756270800.0\": 1, \"1756357200.0\": 1, \"1759986000.0\": 1, \"1764568800.0\": 2, \"1764655200.0\": 5, \"1765260000.0\": 7, \"1765778400.0\": 1, \"1766124000.0\": 1, \"1766210400.0\": 1, \"1766469600.0\": 13, \"1766728800.0\": 6, \"1767938400.0\": 1, \"1768456800.0\": 20, \"1768543200.0\": 1, \"1768975200.0\": 1, \"1769148000.0\": 1, \"1769407200.0\": 1, \"1769493600.0\": 1, \"1770184800.0\": 1, \"1770357600.0\": 1, \"1770444000.0\": 1, \"1770530400.0\": 1, \"1770616800.0\": 1, \"1770789600.0\": 1, \"1770876000.0\": 1, \"1770962400.0\": 1, \"1771048800.0\": 1}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": "www.sprinklersnorthwest.com",
"write_off_account": "Write Off - S"
}
]

158
custom_ui/fixtures/cost_center.json Normal file
View File

@ -0,0 +1,158 @@
[
{
"company": "sprinklersnorthwest (Demo)",
"cost_center_name": "sprinklersnorthwest (Demo)",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-03 13:53:36.319170",
"name": "sprinklersnorthwest (Demo) - SD",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Nuco Yard Care",
"cost_center_name": "Nuco Yard Care",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-08 14:26:26.835628",
"name": "Nuco Yard Care - NYC",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Veritas Stone",
"cost_center_name": "Veritas Stone",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-12 04:46:43.619995",
"name": "Veritas Stone - VS",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Daniels Landscape Supplies",
"cost_center_name": "Daniels Landscape Supplies",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-12 05:00:21.971732",
"name": "Daniels Landscape Supplies - DL",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Lowe Fencing",
"cost_center_name": "Lowe Fencing",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-08 14:26:52.065488",
"name": "Lowe Fencing - LF",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Sprinklers Northwest",
"cost_center_name": "sprinklersnorthwest",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-03 13:53:07.596849",
"name": "sprinklersnorthwest - S",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Veritas Stone",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-12 04:46:43.636132",
"name": "Main - VS",
"old_parent": "Veritas Stone - VS",
"parent_cost_center": "Veritas Stone - VS"
},
{
"company": "Nuco Yard Care",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-08 14:26:26.857578",
"name": "Main - NYC",
"old_parent": "Nuco Yard Care - NYC",
"parent_cost_center": "Nuco Yard Care - NYC"
},
{
"company": "Daniels Landscape Supplies",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-12 05:00:22.025686",
"name": "Main - DL",
"old_parent": "Daniels Landscape Supplies - DL",
"parent_cost_center": "Daniels Landscape Supplies - DL"
},
{
"company": "sprinklersnorthwest (Demo)",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-03 13:53:36.354903",
"name": "Main - SD",
"old_parent": "sprinklersnorthwest (Demo) - SD",
"parent_cost_center": "sprinklersnorthwest (Demo) - SD"
},
{
"company": "Lowe Fencing",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-08 14:26:52.096499",
"name": "Main - LF",
"old_parent": "Lowe Fencing - LF",
"parent_cost_center": "Lowe Fencing - LF"
},
{
"company": "Sprinklers Northwest",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-03 13:53:07.616694",
"name": "Main - S",
"old_parent": "sprinklersnorthwest - S",
"parent_cost_center": "sprinklersnorthwest - S"
}
]

185
custom_ui/fixtures/custom_field.json
View File

@ -774,7 +774,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.039792",
"modified": "2026-02-13 03:40:47.846272",
"module": null,
"name": "Quotation-requires_half_payment",
"no_copy": 0,
@ -2199,7 +2199,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.142425",
"modified": "2026-02-13 03:40:47.954343",
"module": null,
"name": "Sales Order-requires_half_payment",
"no_copy": 0,
@ -8070,7 +8070,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.712703",
"modified": "2026-02-13 03:40:48.116290",
"module": null,
"name": "Project-requires_half_payment",
"no_copy": 0,
@ -8469,7 +8469,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.808397",
"modified": "2026-02-13 03:40:48.203042",
"module": null,
"name": "Project-is_half_down_paid",
"no_copy": 0,
@ -8754,7 +8754,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.643135",
"modified": "2026-02-13 03:40:48.044130",
"module": null,
"name": "Project-is_scheduled",
"no_copy": 0,
@ -10179,7 +10179,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.196780",
"modified": "2026-02-13 03:40:47.644900",
"module": null,
"name": "Address-latitude",
"no_copy": 0,
@ -10293,7 +10293,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.320979",
"modified": "2026-02-13 03:40:47.742672",
"module": null,
"name": "Address-longitude",
"no_copy": 0,
@ -13964,63 +13964,6 @@
"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": "eval:doc.accept_payment && !doc.amount_based_on_field",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "amount",
"fieldtype": "Currency",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
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"insert_after": "amount_field",
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"label": "Amount",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.387203",
"module": null,
"name": "Web Form-amount",
"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,
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"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -14192,6 +14135,63 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
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"bold": 0,
"collapsible": 0,
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"columns": 0,
"default": null,
"depends_on": "eval:doc.accept_payment && !doc.amount_based_on_field",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "amount",
"fieldtype": "Currency",
"hidden": 0,
"hide_border": 0,
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"in_preview": 0,
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"insert_after": "amount_field",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Amount",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.387203",
"module": null,
"name": "Web Form-amount",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
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"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -16016,6 +16016,63 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
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"bold": 0,
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"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Quotation",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "remarks",
"fieldtype": "Small Text",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
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"in_preview": 0,
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"insert_after": "grand_total",
"is_system_generated": 1,
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"label": "Remarks",
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"mandatory_depends_on": null,
"modified": "2026-02-13 03:40:47.513866",
"module": null,
"name": "Quotation-remarks",
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},
{
"allow_in_quick_entry": 0,
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658
custom_ui/fixtures/doctype.json
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41
custom_ui/fixtures/fiscal_year.json Normal file
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@ -0,0 +1,41 @@
[
{
"auto_created": 0,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2026-02-04 12:09:37.726400",
"name": "2026",
"year": "2026",
"year_end_date": "2026-12-31",
"year_start_date": "2026-01-01"
},
{
"auto_created": 0,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2024-04-03 13:53:06.521863",
"name": "2024",
"year": "2024",
"year_end_date": "2024-12-31",
"year_start_date": "2024-01-01"
},
{
"auto_created": 1,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2024-12-28 00:01:04.314401",
"name": "2025",
"year": "2025",
"year_end_date": "2025-12-31",
"year_start_date": "2025-01-01"
}
]

1138
custom_ui/fixtures/holiday_list.json Normal file
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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": "#CB2929",
"company": "Sprinklers Northwest",
"custom__complete_method": "Task Weight",
"docstatus": 0,
"doctype": "Project Template",
"item_groups": "SNW-I, SNW-S, SNW-LS",
"modified": "2026-02-15 01:31:39.325004",
"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"
}
]
}
]

90
custom_ui/fixtures/task.json
View File

@ -269,51 +269,6 @@
"total_expense_claim": 0.0,
"type": "Admin"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"customer": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2026-02-12 12:32:42.996899",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 25.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Main Job"
},
{
"act_end_date": null,
"act_start_date": null,
@ -358,5 +313,50 @@
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "15 Day Warranty Follow-Up"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"customer": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2026-02-12 12:32:42.996899",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 25.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Main Job"
}
]

527
custom_ui/fixtures/task_type.json Normal file
View File

@ -0,0 +1,527 @@
[
{
"base_date": "Start",
"calculate_from": "Project",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Collect half down payment on project creation.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 12:59:50.869932",
"name": "1/2 Down Payment",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "1/2 Down Payment",
"trigger": "Created",
"triggering_doctype": "Project",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Stage machinery one day before installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:00:47.389623",
"name": "Machine Staging",
"no_due_date": 0,
"offset_days": 1,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Machine Staging",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Send final invoice within 5 days of job completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:14.573788",
"name": "Final Invoice",
"no_due_date": 0,
"offset_days": 5,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Final Invoice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Backflow test after job completion if quoted.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:34.781732",
"name": "Backflow Test",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Backflow Test",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Schedule permit inspection 5 days after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:44.550215",
"name": "Schedule Permit Inspection",
"no_due_date": 0,
"offset_days": 5,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Schedule Permit Inspection",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "30-day warranty check after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:08.165742",
"name": "30 Day Warranty Check",
"no_due_date": 0,
"offset_days": 30,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "30 Day Warranty Check",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Payment reminder sent 30 days after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:21.758218",
"name": "30 Day Payment Reminder",
"no_due_date": 0,
"offset_days": 30,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "30 Day Payment Reminder",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Late payment notification at 60 days post completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:33.693892",
"name": "60 Day Late Payment Notice",
"no_due_date": 0,
"offset_days": 60,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "60 Day Late Payment Notice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Lien notice if payment is still late after 80 days.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:42.742371",
"name": "80 Day Lien Notice",
"no_due_date": 0,
"offset_days": 80,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "80 Day Lien Notice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "One-year warranty call or walk-through.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:51.999530",
"name": "365 Day Warranty Call / Walk",
"no_due_date": 0,
"offset_days": 365,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "365 Day Warranty Call / Walk",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Locate utilities for digging",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:00:26.110307",
"name": "Locate",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Locate",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Utility locate request prior to installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 01:46:40.122526",
"name": "811/Locate",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "811/Locate",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 7.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-12-20 16:48:23.131743",
"name": "Topshot",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Permits required prior to installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 01:48:15.012387",
"name": "Permit",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Permit",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 7.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "15-day warranty follow-up after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:56.949793",
"name": "15 Day Warranty Follow-Up",
"no_due_date": 0,
"offset_days": 15,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "15 Day Warranty Follow-Up",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-12-17 14:18:26.429960",
"name": "Subcontractor",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "End",
"calculate_from": "Service Address 2",
"custom_completion_trigger": "Completed",
"custom_completion_trigger_doctype": "Service Address 2",
"custom_target_percent": 0,
"days": 0,
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 02:35:42.343305",
"name": "Main Job",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Main Job",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 25.0,
"work_type": "Labor"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2025-05-10 03:44:23.619864",
"name": "QA",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2025-04-24 14:56:51.838933",
"name": "Admin",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-04-16 11:55:50.883266",
"name": "Scheduling",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-04-19 12:51:25.954969",
"name": "Labor",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
}
]

194
custom_ui/fixtures/warehouse.json Normal file
View File

@ -0,0 +1,194 @@
[
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-21 12:05:13.944900",
"name": "Nursery - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Nursery",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 10:23:24.774635",
"name": "Services Stock - S",
"old_parent": "",
"parent_warehouse": null,
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Services Stock",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Lowe Fencing",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-10-31 14:40:21.144485",
"name": "Fencing Yard - LF",
"old_parent": "",
"parent_warehouse": null,
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Fencing Yard",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 10:14:33.005891",
"name": "Completed Ready to Bill - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Completed Ready to Bill",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 1,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-04-03 13:53:07.446449",
"name": "All Warehouses - S",
"old_parent": "",
"parent_warehouse": "",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "All Warehouses",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 09:54:31.268684",
"name": "Field Work - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Field Work",
"warehouse_type": null
},
{
"account": "Stock In Hand - S",
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-10-31 16:10:30.017682",
"name": "Parts Shed - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Parts Shed ",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 1,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-21 12:06:12.188216",
"name": "Stores - S",
"old_parent": "",
"parent_warehouse": "",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Vendor",
"warehouse_type": null
}
]

11
custom_ui/hooks.py
View File

@ -216,6 +216,11 @@ doc_events = {
}
fixtures = [
{"dt": "Company"},
# {"dt": "Account"},
{"dt": "Cost Center"},
{"dt": "Warehouse"},
{"dt": "Fiscal Year"},
{
"dt": "Email Template",
"filters": [
@ -228,12 +233,16 @@ fixtures = [
["custom", "=", 1]
]
},
{ "dt": "Task Type" },
{
"dt": "Task",
"filters": [
["status", "in", ["Template"]]
["is_template", "=", 1]
]
},
{ "dt": "Project Template" },
{ "dt": "Bid Meeting Note Form" },
{ "dt": "Holiday List" },
# These don't have reliable flags → export all
{"dt": "Custom Field"},

17
custom_ui/install.py
View File

@ -17,14 +17,15 @@ def after_install():
frappe.reload_doctype("Address")
frappe.clear_cache(doctype="On-Site Meeting")
frappe.reload_doctype("On-Site Meeting")
update_onsite_meeting_fields()
update_address_fields()
check_and_create_holiday_list()
create_project_templates()
create_task_types()
# update_onsite_meeting_fields()
# update_address_fields()
# create_companies()
# check_and_create_holiday_list()
# create_tasks()
create_bid_meeting_note_form_templates()
create_accounts()
# create_task_types()
# create_project_templates()
# create_bid_meeting_note_form_templates()
# create_accounts()
# init_stripe_accounts()
build_frontend()
@ -41,7 +42,7 @@ def after_migrate():
check_and_create_holiday_list()
# create_project_templates()
create_task_types()
# create_task_types()
# create_tasks()
create_bid_meeting_note_form_templates()
create_accounts()

21
custom_ui/services/service_appointment_service.py
View File

@ -1,5 +1,6 @@
import frappe
from custom_ui.services import ContactService, AddressService, ClientService, DbService
import json
class ServiceAppointmentService:
@ -27,9 +28,12 @@ class ServiceAppointmentService:
return service_appointment
@staticmethod
def update_scheduled_dates(service_appointment_name: str, crew_lead_name: str,start_date, end_date, start_time=None, end_time=None):
def update_scheduled_dates(service_appointment_name: str, crew_lead_name: str = None, start_date=None, end_date=None, start_time=None, end_time=None, skip_days=[]):
"""Update the scheduled start and end dates of a Service Appointment."""
print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}")
if isinstance(skip_days, str):
skip_days = json.loads(skip_days)
print(f"DEBUG: Parsed skip_days: {skip_days}")
service_appointment = DbService.get_or_throw("Service Address 2", service_appointment_name)
service_appointment.expected_start_date = start_date
service_appointment.expected_end_date = end_date
@ -38,6 +42,21 @@ class ServiceAppointmentService:
service_appointment.expected_start_time = start_time
if end_time:
service_appointment.expected_end_time = end_time
if skip_days:
current_skip_days
# Compare skip_days with the current skip_days and remove/add as needed
current_skip_days = set([skip_day.date for skip_day in service_appointment.skip_days])
new_skip_days = set(skip_days)
# Remove skip days that are no longer needed
for skip_day in current_skip_days - new_skip_days:
skip_day_doc = service_appointment.skip_days.find(lambda d: d.date == skip_day)
if skip_day_doc:
service_appointment.skip_days.remove(skip_day_doc.name)
print(f"DEBUG: Removed skip day {skip_day} from Service Appointment {service_appointment_name}")
# Add new skip days
for skip_day in new_skip_days - current_skip_days:
service_appointment.append("skip_days", {"date": skip_day})
print(f"DEBUG: Added new skip day {skip_day} for Service Appointment {service_appointment_name}")
service_appointment.save()
print(f"DEBUG: Updated scheduled dates for Service Appointment {service_appointment_name}")
return service_appointment

3
frontend/src/api.js
View File

@ -476,12 +476,13 @@ class Api {
return await this.request(FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD, { companies, filters });
}
static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate, endDate, crewLeadName, startTime = null, endTime = null) {
static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate = null, endDate = null, crewLeadName = null, skippedDays = [],startTime = null, endTime = null) {
return await this.request(FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD, {
serviceAppointmentName,
startDate,
endDate,
crewLeadName,
skippedDays,
startTime,
endTime
})

421
frontend/src/components/calendar/jobs/SNWProjectCalendar.vue
View File

@ -1,5 +1,5 @@
<template>
<div class="calendar-container">
<div class="calendar-container" :class="{ 'skip-mode': skipMode }">
<div class="calendar-header">
<h2>Weekly Schedule - {{ companyStore.currentCompany }}</h2>
<div class="header-controls">
@ -26,6 +26,16 @@
<v-btn @click="goToThisWeek" variant="outlined" size="small" class="ml-4">
This Week
</v-btn>
<v-btn
@click="toggleSkipMode"
:color="skipMode ? 'error' : 'default'"
variant="outlined"
size="small"
class="ml-4"
>
<v-icon left size="small">mdi-content-cut</v-icon>
Skip Day
</v-btn>
<v-menu
v-model="showTemplateMenu"
:close-on-content-click="false"
@ -158,6 +168,21 @@
</v-card>
</v-dialog>
<!-- Holiday Prompt Dialog -->
<v-dialog v-model="showHolidayPrompt" max-width="500px">
<v-card>
<v-card-title>Holiday Scheduling</v-card-title>
<v-card-text>
The event has been scheduled on or over a holiday/Sunday. Should this day be skipped?
</v-card-text>
<v-card-actions>
<v-spacer></v-spacer>
<v-btn @click="handleHolidayChoice(false)">Include Holiday</v-btn>
<v-btn color="primary" @click="handleHolidayChoice(true)">Skip Holiday</v-btn>
</v-card-actions>
</v-card>
</v-dialog>
<div class="calendar-main">
<!-- Weekly Calendar Grid -->
<div class="calendar-section">
@ -199,6 +224,7 @@
@dragover="handleDragOver($event, foreman.name, day.date)"
@dragleave="handleDragLeave"
@drop="handleDrop($event, foreman.name, day.date)"
@click="skipMode ? handleSkipDayClick(foreman.name, day.date) : null"
>
<!-- Jobs in this day -->
<div
@ -222,8 +248,22 @@
<v-icon v-if="jobSpansToNextWeek(job)" size="small" class="spans-arrow-right">mdi-arrow-right</v-icon>
<div class="resize-handle"></div>
</div>
<!-- Holiday connector line for split jobs -->
<!-- Skipped days -->
<div
v-for="job in getSkippedJobsForCell(foreman.name, day.date)"
:key="`skip-${job.name}`"
class="skipped-day"
:class="getPriorityClass(job.priority)"
>
<button
class="remove-skip-btn"
@click.stop="handleRemoveSkip(job, day.date)"
title="Remove skipped day"
>
<v-icon size="small">mdi-close</v-icon>
</button>
</div>
<template v-if="isHoliday(day.date)">
<div
v-for="job in getJobsWithConnector(foreman.name, day.date)"
@ -374,6 +414,14 @@ const showForemenMenu = ref(false);
const showDatePicker = ref(false);
const selectedDate = ref(null);
// Holiday prompt
const showHolidayPrompt = ref(false);
const pendingAction = ref(null); // { type: 'drop' or 'resize', data: {...} }
const holidayDates = ref([]); // dates that are holidays in the range
// Skip mode
const skipMode = ref(false);
// Project template filter
const selectedProjectTemplates = ref([]);
const showTemplateMenu = ref(false);
@ -513,21 +561,21 @@ function getCrewName(foremanId) {
return foreman.customCrew ? `${foreman.employeeName} (Crew ${foreman.customCrew})` : foreman.employeeName;
}
// Helper function to get all holidays in a date range
function getHolidaysInRange(startDate, endDate) {
// Helper function to get all Sundays in a date range
function getSundaysInRange(startDate, endDate) {
const start = parseLocalDate(startDate);
const end = parseLocalDate(endDate);
const holidaysInRange = [];
const sundays = [];
for (let d = new Date(start); d <= end; d.setDate(d.getDate() + 1)) {
const dateStr = toLocalDateString(d);
if (isHoliday(dateStr)) {
holidaysInRange.push(dateStr);
if (isSunday(dateStr)) {
sundays.push(dateStr);
}
}
return holidaysInRange;
return sundays;
}
// Helper function to calculate job segments (parts between holidays/Sundays)
// Helper function to calculate job segments (parts between holidays/Sundays/skipDays)
function getJobSegments(job) {
const startDate = job.expectedStartDate;
const endDate = job.expectedEndDate || job.expectedStartDate;
@ -547,8 +595,9 @@ function getJobSegments(job) {
for (let d = new Date(start); d <= effectiveEnd; d.setDate(d.getDate() + 1)) {
const dateStr = toLocalDateString(d);
// If we hit a holiday or Sunday, close the current segment
if (isHoliday(dateStr) || isSunday(dateStr)) {
// If we hit a holiday, Sunday, or skipped day, close the current segment
const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === dateStr);
if (isHoliday(dateStr) || isSunday(dateStr) || isSkipped) {
// Close previous segment if it exists
if (segmentStart !== null) {
const prevDate = toLocalDateString(new Date(d.getTime() - 86400000)); // Previous day
@ -658,8 +707,24 @@ const getJobsForCell = (foremanId, date) => {
// Check if this date falls within the job's date range
// AND that it's a valid segment start date
// AND not in skipDays
const segments = getJobSegments(job);
return segments.some(seg => seg.start === date);
const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
return segments.some(seg => seg.start === date) && !isSkipped;
});
};
// Get skipped jobs for a specific foreman and date
const getSkippedJobsForCell = (foremanId, date) => {
return scheduledServices.value.filter((job) => {
if (job.foreman !== foremanId) return false;
const jobStart = job.expectedStartDate;
const jobEnd = job.expectedEndDate || job.expectedStartDate;
// Check if this date is in the job's skipDays
const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
return isSkipped && parseLocalDate(date) >= parseLocalDate(jobStart) && parseLocalDate(date) <= parseLocalDate(jobEnd);
});
};
@ -758,6 +823,112 @@ const goToThisWeek = () => {
weekStartDate.value = getWeekStart(new Date());
};
const toggleSkipMode = () => {
skipMode.value = !skipMode.value;
};
const handleSkipDayClick = async (foremanId, date) => {
// Find jobs that cover this date for this foreman
const jobs = scheduledServices.value.filter(job => {
if (job.foreman !== foremanId) return false;
const start = job.expectedStartDate;
const end = job.expectedEndDate || start;
return date >= start && date <= end;
});
if (jobs.length === 0) {
notifications.addInfo("No jobs found for this day.");
return;
}
// For now, take the first job. In future, could show selection if multiple.
const job = jobs[0];
// Check if already skipped
const isAlreadySkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
if (isAlreadySkipped) {
notifications.addInfo("This day is already skipped.");
return;
}
// Prompt
const confirmed = confirm(`Are you sure you want to skip ${formatDate(date)} for job ${job.projectTemplate}?`);
if (!confirmed) return;
// Add to skipDays
const newSkipDays = [...(job.skipDays || []), { date }];
// Update local
const serviceIndex = scheduledServices.value.findIndex(s => s.name === job.name);
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: newSkipDays
};
}
// Call API
try {
await Api.updateServiceAppointmentScheduledDates(
job.name,
job.expectedStartDate,
job.expectedEndDate,
job.foreman,
newSkipDays
);
notifications.addSuccess("Day skipped successfully!");
} catch (error) {
console.error("Error skipping day:", error);
notifications.addError("Failed to skip day");
// Revert
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: job.skipDays
};
}
}
};
// Remove skip day
const handleRemoveSkip = async (job, date) => {
const confirmed = confirm(`Remove skipped day ${formatDate(date)} for job ${job.projectTemplate}?`);
if (!confirmed) return;
const newSkipDays = (job.skipDays || []).filter(skip => skip.date !== date);
// Update local
const serviceIndex = scheduledServices.value.findIndex(s => s.name === job.name);
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: newSkipDays
};
}
// Call API
try {
await Api.updateServiceAppointmentScheduledDates(
job.name,
job.expectedStartDate,
job.expectedEndDate,
job.foreman,
newSkipDays
);
notifications.addSuccess("Skipped day removed successfully!");
} catch (error) {
console.error("Error removing skipped day:", error);
notifications.addError("Failed to remove skipped day");
// Revert
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: job.skipDays
};
}
}
};
// Foremen selection methods
const toggleAllForemen = () => {
if (selectedForemen.value.length === foremen.value.length) {
@ -924,25 +1095,6 @@ const handleDrop = async (event, foremanId, date) => {
if (!draggedService.value) return;
// Prevent dropping on Sunday
if (isSunday(date)) {
notifications.addError("Cannot schedule jobs on Sunday. Please select a weekday.");
isDragOver.value = false;
dragOverCell.value = null;
draggedService.value = null;
return;
}
// Prevent dropping on holidays
if (isHoliday(date)) {
const holidayDesc = getHolidayDescription(date);
notifications.addError(`Cannot schedule jobs on ${holidayDesc || 'a holiday'}. Please select a different date.`);
isDragOver.value = false;
dragOverCell.value = null;
draggedService.value = null;
return;
}
// Get foreman details
const foreman = foremen.value.find(f => f.name === foremanId);
if (!foreman) return;
@ -950,16 +1102,29 @@ const handleDrop = async (event, foremanId, date) => {
// Default to single day
let endDate = date;
// Check for holidays in the range
if (hasHolidayInRange(date, endDate)) {
notifications.addError("Cannot schedule job on a holiday. Please select different dates.");
// Reset drag state
// Check for holidays or Sundays in the range
const holidaysInRange = getHolidaysInRange(date, endDate);
const sundaysInRange = getSundaysInRange(date, endDate);
const conflictingDates = [...holidaysInRange, ...sundaysInRange];
if (conflictingDates.length > 0) {
// Show prompt
holidayDates.value = conflictingDates;
pendingAction.value = {
type: 'drop',
data: { event, foremanId, date, endDate, foreman }
};
showHolidayPrompt.value = true;
isDragOver.value = false;
dragOverCell.value = null;
draggedService.value = null;
return;
}
// Proceed with normal drop
await performDrop(foremanId, date, endDate, foreman);
};
const performDrop = async (foremanId, date, endDate, foreman, skipDays = []) => {
// Check if this is scheduling an unscheduled job or moving a scheduled job
const unscheduledIndex = unscheduledServices.value.findIndex(s => s.name === draggedService.value.name);
const scheduledIndex = scheduledServices.value.findIndex(s => s.name === draggedService.value.name);
@ -975,7 +1140,8 @@ const handleDrop = async (event, foremanId, date) => {
draggedService.value.name,
date,
endDate,
foreman.name
foreman.name,
skipDays
);
// Remove from unscheduled and add to scheduled
const scheduledService = {
@ -983,7 +1149,8 @@ const handleDrop = async (event, foremanId, date) => {
expectedStartDate: date,
expectedEndDate: endDate,
foreman: foreman.name,
status: 'Scheduled'
status: 'Scheduled',
skipDays: skipDays
};
unscheduledServices.value.splice(unscheduledIndex, 1);
scheduledServices.value.push(scheduledService);
@ -1002,14 +1169,16 @@ const handleDrop = async (event, foremanId, date) => {
draggedService.value.name,
date,
date, // Reset to single day when moved
foreman.name
foreman.name,
skipDays
);
// Update the scheduled job
scheduledServices.value[scheduledIndex] = {
...scheduledServices.value[scheduledIndex],
expectedStartDate: date,
expectedEndDate: date, // Reset to single day
foreman: foreman.name
foreman: foreman.name,
skipDays: skipDays
};
notifications.addSuccess("Job moved successfully!");
} catch (error) {
@ -1024,12 +1193,57 @@ const handleDrop = async (event, foremanId, date) => {
draggedService.value = null;
};
// Handle dropping scheduled items back to unscheduled
const handleUnscheduledDragOver = (event) => {
// Only allow dropping if the dragged job is scheduled
if (draggedService.value && draggedService.value.status === 'Scheduled') {
event.preventDefault();
event.dataTransfer.dropEffect = "move";
const handleHolidayChoice = async (skip) => {
showHolidayPrompt.value = false;
const action = pendingAction.value;
if (!action) return;
const skipDays = skip ? holidayDates.value : [];
if (action.type === 'drop') {
const { foremanId, date, endDate, foreman } = action.data;
await performDrop(foremanId, date, endDate, foreman, skipDays);
} else if (action.type === 'resize') {
await performResize(action.data, skipDays);
}
pendingAction.value = null;
holidayDates.value = [];
};
const performResize = async (data, skipDays) => {
const { job, newEndDate, originalEndDate } = data;
// Update the job with new end date and skipDays
const serviceIndex = scheduledServices.value.findIndex(s => s.name === job.name);
if (serviceIndex !== -1) {
const originalSkipDays = scheduledServices.value[serviceIndex].skipDays;
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
expectedEndDate: newEndDate,
skipDays: skipDays
};
// Call API to persist changes
try {
await Api.updateServiceAppointmentScheduledDates(
job.name,
job.expectedStartDate,
newEndDate,
job.foreman,
skipDays
);
notifications.addSuccess("Job end date updated successfully!");
} catch (error) {
console.error("Error updating job end date:", error);
notifications.addError("Failed to update job end date");
// Revert on error
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
expectedEndDate: originalEndDate,
skipDays: originalSkipDays
};
}
}
};
@ -1070,7 +1284,8 @@ const handleUnscheduledDrop = async (event) => {
draggedService.value.name,
null,
null,
null
null,
[]
)
notifications.addSuccess("Job unscheduled successfully!");
} catch (error) {
@ -1112,7 +1327,8 @@ const handleScheduledDrop = async (job, event, foremanId, date) => {
draggedService.value.name,
date,
draggedService.value.expectedEndDate,
foremanId
foremanId,
draggedService.value.skipDays || []
);
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
@ -1198,37 +1414,24 @@ const handleResize = (event) => {
const proposedDate = parseLocalDate(proposedEndDate);
const saturdayDate = parseLocalDate(weekEndDate);
// Check for holidays in the EXTENSION range only (from current end to proposed end)
// Check for holidays and Sundays in the EXTENSION range only (from current end to proposed end)
const holidaysInRange = getHolidaysInRange(currentEndDate, proposedEndDate);
if (holidaysInRange.length > 0) {
hasHolidayBlock = true;
// Allow the extension - visual split will be handled by getJobSegments
newEndDate = proposedEndDate;
const sundaysInRange = getSundaysInRange(currentEndDate, proposedEndDate);
const conflictingDates = [...holidaysInRange, ...sundaysInRange];
if (conflictingDates.length > 0) {
// Show prompt
holidayDates.value = conflictingDates;
pendingAction.value = {
type: 'resize',
data: { job: resizingJob.value, newEndDate: proposedEndDate, originalEndDate: currentEndDate }
};
showHolidayPrompt.value = true;
return; // Don't update yet
}
// Check if the proposed end date extends past Saturday or lands on Sunday
if (proposedDate > saturdayDate || isSunday(proposedEndDate)) {
extendsOverSunday = true;
// Set logical end date to next Monday, but visually cap at Saturday
newEndDate = getNextMonday(weekEndDate);
} else if (!hasHolidayBlock && daysToAdd > 0) {
// Check if any date in the EXTENSION range is Sunday (only if no holiday block)
// Only check from current end to proposed end
const startCheck = parseLocalDate(currentEndDate);
const endCheck = parseLocalDate(proposedEndDate);
for (let d = new Date(startCheck.getTime() + 86400000); d <= endCheck; d.setDate(d.getDate() + 1)) {
const checkDate = toLocalDateString(d);
if (isSunday(checkDate)) {
extendsOverSunday = true;
// Extend to next Monday
newEndDate = getNextMonday(checkDate);
break;
}
}
}
// Show popup if extending over Sunday
showExtendToNextWeekPopup.value = extendsOverSunday;
// No conflicts, proceed
newEndDate = proposedEndDate;
const serviceIndex = scheduledServices.value.findIndex(s => s.name === resizingJob.value.name);
if (serviceIndex !== -1) {
@ -1272,7 +1475,8 @@ const stopResize = async () => {
job.name,
job.expectedStartDate,
newEndDate,
job.foreman
job.foreman,
job.skipDays || []
);
notifications.addSuccess("Job end date updated successfully!");
} catch (error) {
@ -1860,6 +2064,59 @@ onMounted(async () => {
color: #4caf50;
}
.skipped-day {
position: absolute;
left: 4px;
right: 4px;
top: 50%;
height: 3px;
transform: translateY(-50%);
border-top: 3px dotted currentColor;
opacity: 0.6;
pointer-events: none;
z-index: 5;
}
.skipped-day .remove-skip-btn {
display: none;
position: absolute;
top: -8px;
right: -8px;
width: 16px;
height: 16px;
border-radius: 50%;
background: white;
border: 1px solid #ccc;
cursor: pointer;
z-index: 10;
pointer-events: auto;
padding: 0;
}
.skipped-day:hover .remove-skip-btn {
display: block;
}
.skipped-day .remove-skip-btn:hover {
background: #f5f5f5;
}
.skipped-day.priority-urgent {
color: #f44336;
}
.skipped-day.priority-high {
color: #ff9800;
}
.skipped-day.priority-medium {
color: #2196f3;
}
.skipped-day.priority-low {
color: #4caf50;
}
.extend-popup {
position: fixed;
top: 100px;
@ -1897,4 +2154,12 @@ onMounted(async () => {
align-items: center;
line-height: 1.4;
}
.calendar-container.skip-mode {
cursor: crosshair;
}
.calendar-container.skip-mode .day-cell {
cursor: crosshair;
}
</style>