create tempalte functionality
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@ -268,15 +268,17 @@ def get_estimate_templates(company):
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filters["company"] = company
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try:
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print("DEBUG: Fetching estimate templates for company:", company)
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templates = frappe.get_all("Quotation Template", fields=["name", "is_active", "description"], filters=filters)
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templates = frappe.get_all("Quotation Template", fields=["*"], filters=filters)
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result = []
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if not templates:
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print("DEBUG: No templates found.")
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return build_success_response(result)
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print(f"DEBUG: Found {len(templates)} templates.")
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for template in templates:
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print("DEBUG: Processing template:", template)
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items = frappe.get_all("Quotation Template Item",
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fields=["item_code", "item_name", "description", "qty", "discount_percentage", "rate"],
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fields=["item_code", "item_name", "description", "quantity", "discount_percentage", "rate"],
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filters={"parent": template.name},
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order_by="idx")
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@ -293,8 +295,9 @@ def get_estimate_templates(company):
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})
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result.append({
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"templateName": template.name,
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"active": template.active,
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"name": template.name,
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"templateName": template.template_name,
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"active": template.is_active,
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"description": template.description,
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"items": mapped_items
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})
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@ -302,39 +305,74 @@ def get_estimate_templates(company):
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return build_success_response(result)
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except Exception as e:
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return build_error_response(str(e), 500)
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@frappe.whitelist()
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def create_template(data):
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def create_estimate_template(data):
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"""Create a new estimate template."""
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try:
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data = json.loads(data) if isinstance(data, str) else data
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print("DEBUG: Creating estimate template with data:", data)
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data = json.loads(data) if isinstance(data, str) else data
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new_template = frappe.get_doc({
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doc_data = {
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"doctype": "Quotation Template",
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"template_name": data.get("templateName"),
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"is_active": data.get("active", 1),
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"description": data.get("description", ""),
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"company": data.get("company", ""),
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"is_active": 1,
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"description": data.get("description"),
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"company": data.get("company"),
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"items": [],
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"template_name": data.get("template_name"),
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"source_quotation": data.get("source_quotation", "")
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})
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}
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new_template = frappe.get_doc(doc_data)
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for item in data.get("items", []):
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item = json.loads(item) if isinstance(item, str) else item
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new_template.append("items", {
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"item_code": item.get("itemCode"),
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"item_name": item.get("itemName"),
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"item_code": item.get("item_code"),
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"item_name": item.get("item_name"),
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"description": item.get("description"),
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"qty": item.get("quantity"),
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"discount_percentage": item.get("discountPercentage"),
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"rate": item.get("rate")
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"qty": item.get("qty") or item.get("quantity"),
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"rate": item.get("standard_rate") or item.get("rate"),
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"discount_percentage": item.get("discount_percentage")
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})
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new_template.insert()
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print("DEBUG: New estimate template created with name:", new_template.name)
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return build_success_response(new_template.as_dict())
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return build_success_response(new_template.name)
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except Exception as e:
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return build_error_response(str(e), 500)
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# @frappe.whitelist()
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# def create_template(data):
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# """Create a new estimate template."""
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# try:
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# data = json.loads(data) if isinstance(data, str) else data
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# print("DEBUG: Creating estimate template with data:", data)
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# new_template = frappe.get_doc({
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# "doctype": "Quotation Template",
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# "template_name": data.get("templateName"),
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# "is_active": data.get("active", 1),
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# "description": data.get("description", ""),
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# "company": data.get("company", ""),
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# "source_quotation": data.get("source_quotation", "")
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# })
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# for item in data.get("items", []):
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# item = json.loads(item) if isinstance(item, str) else item
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# new_template.append("items", {
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# "item_code": item.get("itemCode"),
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# "item_name": item.get("itemName"),
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# "description": item.get("description"),
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# "qty": item.get("quantity"),
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# "discount_percentage": item.get("discountPercentage"),
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# "rate": item.get("rate")
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# })
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# new_template.insert()
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# print("DEBUG: New estimate template created with name:", new_template.name)
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# return build_success_response(new_template.as_dict())
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# except Exception as e:
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# return build_error_response(str(e), 500)
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@frappe.whitelist()
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def upsert_estimate(data):
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@ -13,6 +13,7 @@ const FRAPPE_SEND_ESTIMATE_EMAIL_METHOD = "custom_ui.api.db.estimates.send_estim
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const FRAPPE_LOCK_ESTIMATE_METHOD = "custom_ui.api.db.estimates.lock_estimate";
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const FRAPPE_ESTIMATE_UPDATE_RESPONSE_METHOD = "custom_ui.api.db.estimates.manual_response";
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const FRAPPE_GET_ESTIMATE_TEMPLATES_METHOD = "custom_ui.api.db.estimates.get_estimate_templates";
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const FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD = "custom_ui.api.db.estimates.create_estimate_template";
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// Job methods
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const FRAPPE_GET_JOB_METHOD = "custom_ui.api.db.jobs.get_job";
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const FRAPPE_GET_JOBS_METHOD = "custom_ui.api.db.jobs.get_jobs_table_data";
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@ -227,6 +228,10 @@ class Api {
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return await this.request(FRAPPE_GET_ESTIMATE_TEMPLATES_METHOD, { company });
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}
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static async createEstimateTemplate(data) {
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return await this.request(FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD, { data });
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}
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// ============================================================================
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// JOB / PROJECT METHODS
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// ============================================================================
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82
frontend/src/components/modals/SaveTemplateModal.vue
Normal file
82
frontend/src/components/modals/SaveTemplateModal.vue
Normal file
@ -0,0 +1,82 @@
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<template>
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<Modal
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:visible="visible"
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@update:visible="$emit('update:visible', $event)"
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@close="$emit('update:visible', false)"
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:options="{ showActions: false }"
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>
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<template #title>Save As Template</template>
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<div class="modal-content">
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<div class="field-group">
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<label for="templateName" class="field-label">Template Name</label>
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<InputText id="templateName" v-model="templateData.templateName" fluid />
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</div>
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<div class="field-group">
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<label for="templateDescription" class="field-label">Description</label>
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<InputText id="templateDescription" v-model="templateData.description" fluid />
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</div>
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<div class="confirmation-buttons">
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<Button label="Cancel" @click="$emit('update:visible', false)" severity="secondary" />
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<Button label="Submit" @click="submit" :disabled="!templateData.templateName" />
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</div>
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</div>
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</Modal>
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</template>
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<script setup>
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import { reactive, watch } from "vue";
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import Modal from "../common/Modal.vue";
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import InputText from "primevue/inputtext";
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import Button from "primevue/button";
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const props = defineProps({
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visible: {
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type: Boolean,
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required: true,
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},
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});
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const emit = defineEmits(["update:visible", "save"]);
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const templateData = reactive({
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templateName: "",
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description: "",
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});
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watch(
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() => props.visible,
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(newVal) => {
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if (newVal) {
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templateData.templateName = "";
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templateData.description = "";
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}
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},
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);
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const submit = () => {
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emit("save", { ...templateData });
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};
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</script>
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<style scoped>
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.field-label {
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display: block;
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margin-bottom: 0.5rem;
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font-weight: 500;
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}
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.field-group {
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margin-bottom: 1rem;
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}
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.confirmation-buttons {
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display: flex;
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gap: 1rem;
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justify-content: flex-end;
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margin-top: 1rem;
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}
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.modal-content {
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padding: 1rem;
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}
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</style>
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@ -60,24 +60,29 @@
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</div>
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<!-- Template Section -->
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<div v-if="isNew" class="template-section">
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<label for="template" class="field-label">Template</label>
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<Select
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v-model="selectedTemplate"
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:options="templates"
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optionLabel="templateName"
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optionValue="templateName"
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placeholder="Select a template"
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fluid
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@change="onTemplateChange"
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>
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<template #option="slotProps">
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<div class="template-option">
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<div class="template-name">{{ slotProps.option.templateName }}</div>
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<div class="template-desc">{{ slotProps.option.description }}</div>
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</div>
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</template>
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</Select>
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<div class="template-section">
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<div v-if="isNew">
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<label for="template" class="field-label">Template</label>
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<Select
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v-model="selectedTemplate"
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:options="templates"
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optionLabel="templateName"
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optionValue="name"
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placeholder="Select a template"
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fluid
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@change="onTemplateChange"
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>
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<template #option="slotProps">
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<div class="template-option">
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<div class="template-name">{{ slotProps.option.templateName }}</div>
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<div class="template-desc">{{ slotProps.option.description }}</div>
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</div>
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</template>
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</Select>
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</div>
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<div v-else>
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<Button label="Save As Template" icon="pi pi-save" @click="openSaveTemplateModal" />
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</div>
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</div>
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<!-- Items Section -->
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@ -198,6 +203,13 @@
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<Button label="Submit" @click="submitResponse"/>
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</Modal>
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<!-- Save Template Modal -->
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<SaveTemplateModal
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:visible="showSaveTemplateModal"
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@update:visible="showSaveTemplateModal = $event"
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@save="confirmSaveTemplate"
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/>
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<!-- Address Search Modal -->
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<Modal
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:visible="showAddressModal"
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@ -311,6 +323,7 @@
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import { ref, reactive, computed, onMounted, watch } from "vue";
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import { useRoute, useRouter } from "vue-router";
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import Modal from "../common/Modal.vue";
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import SaveTemplateModal from "../modals/SaveTemplateModal.vue";
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import DataTable from "../common/DataTable.vue";
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import DocHistory from "../common/DocHistory.vue";
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import InputText from "primevue/inputtext";
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@ -362,6 +375,7 @@ const showAddressModal = ref(false);
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const showAddItemModal = ref(false);
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const showConfirmationModal = ref(false);
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const showResponseModal = ref(false);
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const showSaveTemplateModal = ref(false);
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const addressSearchResults = ref([]);
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const itemSearchTerm = ref("");
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@ -394,7 +408,7 @@ const fetchTemplates = async () => {
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};
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const onTemplateChange = () => {
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const template = templates.value.find(t => t.templateName === selectedTemplate.value);
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const template = templates.value.find(t => t.name === selectedTemplate.value);
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if (template && template.items) {
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selectedItems.value = template.items.map(item => ({
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itemCode: item.itemCode,
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@ -414,6 +428,35 @@ const onTemplateChange = () => {
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}
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};
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const openSaveTemplateModal = () => {
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showSaveTemplateModal.value = true;
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};
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const confirmSaveTemplate = async (templateData) => {
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try {
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const data = {
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templateName: templateData.templateName,
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description: templateData.description,
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company: company.currentCompany,
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sourceQuotation: estimate.value.name,
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items: selectedItems.value.map(item => ({
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itemCode: item.itemCode,
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itemName: item.itemName,
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description: item.description,
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qty: item.qty,
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standardRate: item.standardRate,
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discountPercentage: item.discountPercentage
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}))
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};
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await Api.createEstimateTemplate(data);
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notificationStore.addSuccess("Template saved successfully", "success");
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showSaveTemplateModal.value = false;
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} catch (error) {
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console.error("Error saving template:", error);
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notificationStore.addNotification("Failed to save template", "error");
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}
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};
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const searchAddresses = async () => {
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const searchTerm = formData.address.trim();
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if (!searchTerm) return;
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@ -1092,5 +1135,9 @@ onMounted(async () => {
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font-size: 0.85rem;
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color: #666;
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}
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.field-group {
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margin-bottom: 1rem;
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}
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</style>
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<parameter name="filePath"></parameter>
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