create estimate

custom_ui/api/db/addresses.py

@@ -1,6 +1,43 @@
 import frappe
 from custom_ui.db_utils import build_error_response, build_success_response
 
+@frappe.whitelist()
+def get_address_by_full_address(full_address):
+    """Get address by full_address, including associated contacts."""
+    try:
+        address = frappe.get_doc("Address", {"full_address": full_address}).as_dict()
+        address["customer"] = frappe.get_doc("Customer", address.get("custom_customer_to_bill")).as_dict()
+        contacts = []
+        for contact_link in address.custom_linked_contacts:
+            contact_doc = frappe.get_doc("Contact", contact_link.contact)
+            contacts.append(contact_doc.as_dict())
+        address["contacts"] = contacts
+        return build_success_response(address)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist()
+def get_address(address_name):
+    """Get a specific address by name."""
+    try:
+        address = frappe.get_doc("Address", address_name)
+        return build_success_response(address.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist()
+def get_contacts_for_address(address_name):
+    """Get contacts linked to a specific address."""
+    try:
+        address = frappe.get_doc("Address", address_name)
+        contacts = []
+        for contact_link in address.custom_linked_contacts:
+            contact = frappe.get_doc("Contact", contact_link.contact)
+            contacts.append(contact.as_dict())
+        return build_success_response(contacts)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
 @frappe.whitelist()
 def get_addresses(fields=["*"], filters={}):
     """Get addresses with optional filtering."""

custom_ui/api/db/clients.py

@@ -92,97 +92,46 @@ def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=N
 def get_client(client_name):
     """Get detailed information for a specific client including address, customer, and projects."""
     try:
-        clientData = {"addresses": []}
+        clientData = {"addresses": [], "contacts": [], "jobs": [], "sales_invoices": [], "payment_entries": [], "sales_orders": [], "tasks": []}
         customer = frappe.get_doc("Customer", client_name)
         clientData = {**clientData, **customer.as_dict()}
-        addresses = frappe.db.get_all("Address", fields=["*"], filters={"custom_customer_to_bill": client_name})
+    
-        contacts = frappe.db.get_all("Contact", fields=["*"], filters={"custom_customer": client_name})
+        for contact_link in customer.custom_add_contacts:
-        clientData["contacts"] = contacts
+            contact_doc = frappe.get_doc("Contact", contact_link.contact)
-        for address in addresses if addresses else []:
+            clientData["contacts"].append(contact_doc.as_dict())
-            addressData = {"jobs": []}
+
-            addressData = {**addressData, **address}
+        for address_link in customer.custom_select_address:
-            addressData["estimates"] = frappe.db.get_all("Quotation", fields=["*"], filters={"custom_installation_address": address.address_title})
+            address_doc = frappe.get_doc("Address", address_link.address_name)
-            addressData["onsite_meetings"] = frappe.db.get_all("On-Site Meeting", fields=["*"], filters={"address": address.address_title})
+            # # addressData = {"jobs": [], "contacts": []}
-            jobs = frappe.db.get_all("Project", fields=["*"], or_filters=[
+            # addressData = {**addressData, **address_doc.as_dict()}
-                ["custom_installation_address", "=", address.address_title],
+            # addressData["estimates"] = frappe.db.get_all("Quotation", fields=["*"], filters={"custom_installation_address": address_doc.address_title})
-                ["custom_address", "=", address.address_title]
+            # addressData["onsite_meetings"] = frappe.db.get_all("On-Site Meeting", fields=["*"], filters={"address": address_doc.address_title})
-            ])
+            # jobs = frappe.db.get_all("Project", fields=["*"], or_filters=[
-            for job in jobs if jobs else []:
+            #     ["custom_installation_address", "=", address.address_title],
-                jobData = {}
+            #     ["custom_address", "=", address.address_title]
-                jobData = {**jobData, **job}
+            # ])
-                jobData["sales_invoices"] = frappe.db.get_all("Sales Invoice", fields=["*"], filters={"project": job.name})
+            # for job in jobs if jobs else []:
-                jobData["payment_entries"] = frappe.db.get_all(
+            #     jobData = {}
-                    "Payment Entry",
+            #     jobData = {**jobData, **job}
-                    fields=["*"],
+            #     jobData["sales_invoices"] = frappe.db.get_all("Sales Invoice", fields=["*"], filters={"project": job.name})
-                    filters={"party_type": "Customer"},
+            #     jobData["payment_entries"] = frappe.db.get_all(
-                    or_filters=[
+            #         "Payment Entry",
-                        ["party", "=", client_name],
+            #         fields=["*"],
-                        ["party_name", "=", client_name]
+            #         filters={"party_type": "Customer"},
-                    ])
+            #         or_filters=[
-                jobData["sales_orders"] = frappe.db.get_all("Sales Order", fields=["*"], filters={"project": job.name})
+            #             ["party", "=", client_name],
-                jobData["tasks"] = frappe.db.get_all("Task", fields=["*"], filters={"project": job.name})
+            #             ["party_name", "=", client_name]
-                addressData["jobs"].append(jobData)
+            #         ])
-            clientData["addresses"].append(addressData)
+            #     jobData["sales_orders"] = frappe.db.get_all("Sales Order", fields=["*"], filters={"project": job.name})
+            #     jobData["tasks"] = frappe.db.get_all("Task", fields=["*"], filters={"project": job.name})
+            #     addressData["jobs"].append(jobData)
+            clientData["addresses"].append(address_doc.as_dict())
         return build_success_response(clientData)
     except frappe.ValidationError as ve:
         return build_error_response(str(ve), 400)
     except Exception as e:
         return build_error_response(str(e), 500)
     
-            
-        # address = frappe.get_doc("Address", client_name)
-        # customer_name = address.custom_customer_to_bill if address.custom_customer_to_bill else [link.link_name for link in address.links if link.link_doctype == "Customer"][0] if address.links else None
-        # if not customer_name:
-        #     raise Exception(f"No customer linked to address {client_name}. Suggested fix: Ensure the address is linked to a customer via the ERPnext UI.")
-        # project_names = frappe.db.get_all("Project", fields=["name"], or_filters=[
-        #     ["custom_installation_address", "=", address.address_title],
-        #     ["custom_address", "=", address.address_title]
-        # ], limit_page_length=100)
-        # # contacts = [] # currently not needed as the customer doctype comes with contacts
-        # onsite_meetings = frappe.db.get_all(
-        #     "On-Site Meeting",
-        #     fields=["*"],
-        #     filters={"address": address.address_title}
-        # )
-        # quotations = frappe.db.get_all(
-        #     "Quotation",
-        #     fields=["*"],
-        #     filters={"custom_installation_address": address.address_title}
-        # )
-        # sales_orders = []
-        # projects = [frappe.get_doc("Project", proj["name"]) for proj in project_names]
-        # sales_invoices = []
-        # payment_entries = frappe.db.get_all(
-        #     "Payment Entry",
-        #     fields=["*"],
-        #     filters={"party_type": "Customer"},
-        #     or_filters=[
-        #         ["party", "=", customer_name],
-        #         ["party_name", "=", customer_name]
-        #     ])
-        # payment_orders = []
-        # jobs = []
-        # for project in projects:
-        #     job = []
-        #     jobs.append(job)
-        # customer = frappe.get_doc("Customer", customer_name)
-        # # get all associated data as needed
-        # return build_success_response({
-        #     "address": address,
-        #     "customer": customer,
-        #     # "contacts": [],  # currently not needed as the customer doctype comes with contacts
-        #     "jobs": jobs,
-        #     "sales_invoices": sales_invoices,
-        #     "payment_entries": payment_entries,
-        #     "sales_orders": sales_orders,
-        #     "quotations": quotations,
-        #     "onsite_meetings": onsite_meetings,
-        # })
-    except frappe.ValidationError as ve:
-        return build_error_response(str(ve), 400)
-    except Exception as e:
-        return build_error_response(str(e), 500)
-    
 @frappe.whitelist()
 def get_clients_table_data(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated client table data with filtering and sorting support."""
@@ -253,10 +202,11 @@ def get_clients_table_data(filters={}, sortings=[], page=1, page_size=10):
 def upsert_client(data):
     """Create or update a client (customer and address)."""
     try:
-        
         data = json.loads(data)
         
         # Handle customer creation/update
+        print("#####DEBUG: Upsert client data received:", data)
+        print("#####DEBUG: Checking for existing customer with name:", data.get("customer_name"))
         customer = frappe.db.exists("Customer", {"customer_name": data.get("customer_name")})
         if not customer:
             customer_doc = frappe.get_doc({
@@ -266,21 +216,20 @@ def upsert_client(data):
             }).insert(ignore_permissions=True)
         else:
             customer_doc = frappe.get_doc("Customer", data.get("customer_name"))
-        
         print("Customer:", customer_doc.as_dict())
         
-        # Check for existing address
+        # Handle address creation
-        filters = {
+        print("#####DEBUG: Checking for existing address for customer:", data.get("customer_name"))
-            "address_line1": data.get("address_line1"),
+        existing_address = frappe.db.exists(
-            "city": data.get("city"),
+            "Address",
-            "state": data.get("state"),
+            {
-        }
+                "address_line1": data.get("address_line1"),
-        existing_address = frappe.db.exists("Address", filters)
+                "city": data.get("city"),
+                "state": data.get("state"),
+            })
         print("Existing address check:", existing_address)
         if existing_address:
             frappe.throw(f"Address already exists for customer {data.get('customer_name')}.", frappe.ValidationError)
-        
-        # Create address
         address_doc = frappe.get_doc({
             "doctype": "Address",
             "address_title": data.get("address_title"),
@@ -292,37 +241,97 @@ def upsert_client(data):
             "pincode": data.get("pincode"),
             "custom_customer_to_bill": customer_doc.name
         }).insert(ignore_permissions=True)
+        print("Address:", address_doc.as_dict())
         
-        # Link address to customer
+        #Handle contact creation
-        link = {
+        contact_docs = []
+        for contact_data in data.get("contacts", []):
+            if isinstance(contact_data, str):
+                contact_data = json.loads(contact_data)
+            print("#####DEBUG: Processing contact data:", contact_data)
+            contact_exists = frappe.db.exists("Contact", {"email_id": contact_data.get("email"), "phone": contact_data.get("phone_number")})
+            if not contact_exists:
+                is_primary_contact = 1 if contact_data.get("is_primary_contact") else 0
+                contact_doc = frappe.get_doc({
+                    "doctype": "Contact",
+                    "first_name": contact_data.get("first_name"),
+                    "last_name": contact_data.get("last_name"),
+                    "email_id": contact_data.get("email"),
+                    "phone": contact_data.get("phone_number"),
+                    "custom_customer": customer_doc.name,
+                    "role": contact_data.get("contact_role", "Other"),
+                    "custom_email": contact_data.get("email"),
+                    "is_primary_contact": is_primary_contact
+                }).insert(ignore_permissions=True)
+                print("Created new contact:", contact_doc.as_dict())
+            else:
+                contact_doc = frappe.get_doc("Contact", {"email_id": data.get("email")})
+                print("Contact already exists:", contact_doc.as_dict())
+            contact_docs.append(contact_doc)
+        
+        ##### Create links
+        # Customer -> Address
+        print("#####DEBUG: Creating links between customer, address, and contacts.")
+        customer_doc.append("custom_select_address", {
+            "address_name": address_doc.name,
+            "address_line_1": address_doc.address_line1,
+            "city": address_doc.city,
+            "state": address_doc.state,
+            "pincode": address_doc.pincode
+        })
+        
+        # Customer -> Contact
+        print("#####DEBUG: Linking contacts to customer.")
+        for contact_doc in contact_docs:
+            print("Linking contact:", contact_doc.as_dict())
+            print("with role:", contact_doc.role)
+            print("customer to append to:", customer_doc.as_dict())
+            customer_doc.append("custom_add_contacts", {
+                "contact": contact_doc.name,
+                "email": contact_doc.custom_email,
+                "phone": contact_doc.phone,
+                "role": contact_doc.role
+            })
+        
+        # Address -> Customer
+        print("#####DEBUG: Linking address to customer.")
+        address_doc.append("links", {
             "link_doctype": "Customer",
             "link_name": customer_doc.name
-        }
+        })
-        address_doc.append("links", link)
+        
-        contact_exists = frappe.db.exists("Contact", {"email_id": data.get("contact_email")})
+        # Address -> Contact
-        if not contact_exists:
+        print("#####DEBUG: Linking address to contacts.")
-            contact_doc = frappe.get_doc({
+        address_doc.custom_contact = next((c.name for c in contact_docs if c.is_primary_contact), contact_docs[0].name)
-                "doctype": "Contact",
+        for contact_doc in contact_docs:
-                "first_name": data.get("first_name"),
+            address_doc.append("custom_linked_contacts", {
-                "last_name": data.get("last_name"),
+                "contact": contact_doc.name,
-                "email_id": data.get("email"),
+                "email": contact_doc.email_id,
-                "phone": data.get("phone_number"),
+                "phone": contact_doc.phone,
-                "custom_customer": customer_doc.name,
+                "role": contact_doc.role
-                "links": [{
+            })
-                    "link_doctype": "Customer",
+        
-                    "link_name": customer_doc.name
+        # Contact -> Customer & Address
-                }]
+        print("#####DEBUG: Linking contacts to customer.")
-            }).insert(ignore_permissions=True)
+        for contact_doc in contact_docs:
-            print("Created new contact:", contact_doc.as_dict())
+            contact_doc.append("links", {
-        else:
+                "link_doctype": "Customer",
-            contact_doc = frappe.get_doc("Contact", {"email_id": data.get("contact_email")})
+                "link_name": customer_doc.name
-            print("Contact already exists:", contact_doc.as_dict())
+            })
-        address_doc.custom_contact = contact_doc.name
+            contact_doc.append("links", {
+                "link_doctype": "Address",
+                "link_name": address_doc.name
+            })
+            contact_doc.custom_customer = customer_doc.name
+            contact_doc.save(ignore_permissions=True)
+            
         address_doc.save(ignore_permissions=True)
+        customer_doc.save(ignore_permissions=True)
+        
         return build_success_response({
             "customer": customer_doc.as_dict(),
             "address": address_doc.as_dict(),
-            "contact": contact_doc.as_dict()
+            "contacts": [contact_doc.as_dict() for contact_doc in contact_docs]
         })
     except frappe.ValidationError as ve:
         return build_error_response(str(ve), 400)

custom_ui/api/db/estimates.py

@@ -1,5 +1,5 @@
 import frappe, json
-from custom_ui.db_utils import process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response
+from custom_ui.db_utils import process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, build_error_response
 
 # ===============================================================================
 # ESTIMATES & INVOICES API METHODS
@@ -47,15 +47,72 @@ def get_estimate_table_data(filters={}, sortings=[], page=1, page_size=10):
     return build_success_response(table_data_dict)
 
 
+@frappe.whitelist()
+def get_quotation_items():
+    """Get all available quotation items."""
+    try:
+        items = frappe.get_all("Item", fields=["*"], filters={"item_group": "SNW-S"})
+        return build_success_response(items)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist()
+def get_estimate(estimate_name):
+    """Get detailed information for a specific estimate."""
+    try:
+        estimate = frappe.get_doc("Quotation", estimate_name)
+        return build_success_response(estimate.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
 @frappe.whitelist()
 def upsert_estimate(data):
     """Create or update an estimate."""
     # TODO: Implement estimate creation/update logic
     pass
 
+@frappe.whitelist()
+def get_estimate_items():
+    items = frappe.db.get_all("Quotation Item", fields=["*"])
+    return build_success_response(items)
 
 @frappe.whitelist()
-def upsert_invoice(data):
+def get_estimate_from_address(full_address):
-    """Create or update an invoice."""
+    quotation = frappe.db.sql("""
-    # TODO: Implement invoice creation/update logic
+        SELECT q.name, q.custom_installation_address
-    pass
+        FROM `tabQuotation` q
+        JOIN `tabAddress` a
+          ON q.custom_installation_address = a.name
+        WHERE a.full_address =%s
+        """, (full_address,), as_dict=True)
+    if quotation:
+        return build_success_response(quotation)
+    else:
+        return build_error_response("No quotation found for the given address.", 404)
+
+@frappe.whitelist()
+def upsert_estimate(data):
+    """Create or update an estimate."""
+    print("DOIFJSEOFJISLFK")
+    try:
+        data = json.loads(data) if isinstance(data, str) else data
+        print("DEBUG: Upsert estimate data received:", data)
+        address_name = frappe.get_value("Address", fieldname="name", filters={"full_address": data.get("address")})
+        new_estimate = frappe.get_doc({
+            "doctype": "Quotation",
+            "custom_installation_address": address_name,
+            "contact_email": data.get("contact_email"),
+            "party_name": data.get("contact_name"),
+            "customer_name": data.get("customer_name"),
+        })
+        for item in data.get("items", []):
+            item = json.loads(item) if isinstance(item, str) else item
+            new_estimate.append("items", {
+                "item_code": item.get("item_code"),
+                "qty": item.get("qty"),
+            })
+        new_estimate.insert()
+        print("DEBUG: New estimate created with name:", new_estimate.name)
+        return build_success_response(new_estimate.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/api/db/onsite_meetings.py

@@ -15,6 +15,9 @@ def get_week_onsite_meetings(week_start, week_end):
             ],
             order_by="start_time asc"
         )
+        for meeting in meetings:
+            address_doc = frappe.get_doc("Address", meeting["address"])
+            meeting["address"] = address_doc.as_dict()
         return build_success_response(meetings)
     except Exception as e:
         frappe.log_error(message=str(e), title="Get Week On-Site Meetings Failed")
@@ -34,6 +37,9 @@ def get_onsite_meetings(fields=["*"], filters={}):
             filters=processed_filters,
             order_by="creation desc"
         )
+        for meeting in meetings:
+            address_doc = frappe.get_doc("Address", meeting["address"])
+            meeting["address"] = address_doc.as_dict()
         
         return build_success_response(
             meetings

custom_ui/install.py

@@ -115,6 +115,22 @@ def add_custom_fields():
                 insert_after="job_status"
             )
         ],
+        "Contact": [
+            dict(
+                fieldname="role",
+                label="Role",
+                fieldtype="Select",
+                options="Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily Member\nRealtor\nOther",
+                insert_after="designation"
+            ),
+            dict(
+                fieldname="email",
+                label="Email",
+                fieldtype="Data",
+                insert_after="last_name",
+                options="Email"
+            )
+        ],
         "On-Site Meeting": [
             dict(
                 fieldname="notes",

frontend/src/api.js

@@ -49,6 +49,42 @@ class Api {
 		}
 	}
 
+	static async getAddressByFullAddress(fullAddress) {
+		return await this.request("custom_ui.api.db.addresses.get_address_by_full_address", {
+			full_address: fullAddress,
+		});
+	}
+
+	static async getQuotationItems() {
+		return await this.request("custom_ui.api.db.estimates.get_quotation_items");
+	}
+
+	static async getEstimateFromAddress(fullAddress) {
+		return await this.request("custom_ui.api.db.estimates.get_estimate_from_address", {
+			full_address: fullAddress,
+		});
+	}
+
+	static async getAddress(fullAddress) {
+		return await this.request("custom_ui.api.db.addresses.get_address", { fullAddress });
+	}
+
+	static async getContactsForAddress(fullAddress) {
+		return await this.request("custom_ui.api.db.addresses.get_contacts_for_address", {
+			fullAddress,
+		});
+	}
+
+	static async getEstimate(estimateName) {
+		return await this.request("custom_ui.api.db.estimates.get_estimate", {
+			estimate_name: estimateName,
+		});
+	}
+
+	static async getEstimateItems() {
+		return await this.request("custom_ui.api.db.estimates.get_estimate_items");
+	}
+
 	static async searchAddresses(searchTerm) {
 		const filters = {
 			full_address: ["like", `%${searchTerm}%`],
@@ -201,7 +237,6 @@ class Api {
 
 		const result = await this.request(FRAPPE_GET_ESTIMATES_METHOD, { options });
 		return result;
-
 	}
 
 	/**
@@ -352,9 +387,7 @@ class Api {
 	}
 
 	static async createEstimate(estimateData) {
-		const payload = DataUtils.toSnakeCaseObject(estimateData);
+		const result = await this.request(FRAPPE_UPSERT_ESTIMATE_METHOD, { data: estimateData });
-		const result = await this.request(FRAPPE_UPSERT_ESTIMATE_METHOD, { data: payload });
-		console.log("DEBUG: API - Created Estimate: ", result);
 		return result;
 	}
 

frontend/src/components/SideBar.vue

@@ -54,7 +54,7 @@ const createButtons = ref([
 		label: "Estimate",
 		command: () => {
 			//frappe.new_doc("Estimate");
-			router.push("/createEstimate/new");
+			router.push("/estimate?new=true");
 		},
 	},
 	{

frontend/src/components/clientSubPages/ClientInformationForm.vue

@@ -2,10 +2,10 @@
 	<div class="form-section">
 		<div class="section-header">
 			<h3>Client Information</h3>
-			<div class="toggle-container" v-if="!isEditMode">
+			<label class="toggle-container" v-if="!isEditMode">
-				<label for="new-client-toggle" class="toggle-label">New Client</label>
+				<v-switch v-model="isNewClient" color="success" />
-				<ToggleSwitch v-model="isNewClient" inputId="new-client-toggle" />
+				<span class="toggle-label">New Client</span>
-			</div>
+			</label>
 		</div>
 		<div class="form-grid">
 			<div class="form-field">
@@ -23,10 +23,9 @@
 						@click="searchCustomers"
 						:disabled="isSubmitting || !localFormData.customerName.trim()"
 						size="small"
-						class="iconoir-btn"
+						icon="pi pi-search"
-					>
+						class="search-btn"
-						<IconoirMagnifyingGlass width="20" height="20" />
+					></Button>
-					</Button>
 				</div>
 			</div>
 			<div class="form-field">
@@ -77,11 +76,9 @@
 import { ref, watch, computed } from "vue";
 import InputText from "primevue/inputtext";
 import Select from "primevue/select";
-import ToggleSwitch from "primevue/toggleswitch";
 import Dialog from "primevue/dialog";
 import Api from "../../api";
 import { useNotificationStore } from "../../stores/notifications-primevue";
-import { DocMagnifyingGlass as IconoirMagnifyingGlass } from "@iconoir/vue";
 
 const props = defineProps({
 	formData: {
@@ -189,11 +186,12 @@ defineExpose({
 .toggle-container {
 	display: flex;
 	align-items: center;
-	gap: 0.5rem;
+	gap: 0.25rem;
+	font-size: 0.85rem;
 }
 
 .toggle-label {
-	font-size: 0.9rem;
+	font-size: 0.85rem;
 	font-weight: 500;
 	color: var(--text-color-secondary);
 	cursor: pointer;
@@ -308,6 +306,28 @@ defineExpose({
 	background: var(--surface-hover);
 }
 
+.search-btn {
+	background: var(--primary-color);
+	border: 1px solid var(--primary-color);
+	padding: 0.25rem 0.5rem;
+	cursor: pointer;
+	display: flex;
+	align-items: center;
+	justify-content: center;
+	border-radius: 4px;
+	transition: background 0.2s;
+	color: white;
+}
+
+.search-btn:disabled {
+	opacity: 0.5;
+	cursor: not-allowed;
+}
+
+.search-btn:hover:not(:disabled) {
+	background: var(--surface-hover);
+}
+
 @media (max-width: 768px) {
 	.form-grid {
 		grid-template-columns: 1fr;

frontend/src/components/clientSubPages/ContactInformationForm.vue

@@ -2,111 +2,102 @@
 	<div class="form-section">
 		<div class="section-header">
 			<h3>Contact Information</h3>
-			<div class="toggle-container" v-if="!isEditMode">
-				<label for="new-contact-toggle" class="toggle-label">New Contact</label>
-				<ToggleSwitch
-					v-model="isNewContact"
-					inputId="new-contact-toggle"
-					:disabled="isNewClientLocked"
-				/>
-			</div>
 		</div>
 		<div class="form-grid">
-			<!-- Select existing contact mode -->
+			<div
-			<template v-if="!isNewContact">
+				v-for="(contact, index) in localFormData.contacts"
-				<div class="form-field full-width">
+				:key="index"
-					<label for="contact-select"> Contact <span class="required">*</span> </label>
+				class="contact-item"
-					<Select
+			>
-						id="contact-select"
+				<div class="contact-header">
-						v-model="selectedContact"
+					<h4>Contact {{ index + 1 }}</h4>
-						:options="contactOptions"
+					<Button
-						optionLabel="label"
+						v-if="localFormData.contacts.length > 1"
-						:disabled="isSubmitting || contactOptions.length === 0"
+						@click="removeContact(index)"
-						placeholder="Select a contact"
+						size="small"
-						class="w-full"
+						severity="danger"
-						@change="handleContactSelect"
+						label="Delete"
-					/>
+						class="remove-btn"
-					<small v-if="contactOptions.length === 0" class="helper-text">
-						No contacts available. Toggle "New Contact" to add one.
-					</small>
-				</div>
-				<div class="form-field">
-					<label for="contact-phone">Phone</label>
-					<InputText
-						id="contact-phone"
-						v-model="localFormData.phoneNumber"
-						disabled
-						class="w-full"
 					/>
 				</div>
-				<div class="form-field">
+				<div class="form-rows">
-					<label for="contact-email">Email</label>
+					<div class="form-row">
-					<InputText
+						<div class="form-field">
-						id="contact-email"
+							<label :for="`first-name-${index}`">
-						v-model="localFormData.email"
+								First Name <span class="required">*</span>
-						disabled
+							</label>
-						class="w-full"
+							<InputText
-					/>
+								:id="`first-name-${index}`"
-				</div>
+								v-model="contact.firstName"
-			</template>
+								:disabled="isSubmitting"
-
+								placeholder="Enter first name"
-			<!-- New contact mode -->
+								class="w-full"
-			<template v-else>
+							/>
-				<div class="form-field full-width">
+						</div>
-					<div class="checkbox-container">
+						<div class="form-field">
-						<Checkbox
+							<label :for="`last-name-${index}`">
-							v-model="sameAsClientName"
+								Last Name <span class="required">*</span>
-							inputId="same-as-client"
+							</label>
-							:binary="true"
+							<InputText
-							:disabled="isSubmitting || isEditMode || !isNewClientLocked"
+								:id="`last-name-${index}`"
-						/>
+								v-model="contact.lastName"
-						<label for="same-as-client" class="checkbox-label">
+								:disabled="isSubmitting"
-							Same as Client Name
+								placeholder="Enter last name"
-						</label>
+								class="w-full"
+							/>
+						</div>
+						<div class="form-field">
+							<label :for="`contact-role-${index}`">Role</label>
+							<Select
+								:id="`contact-role-${index}`"
+								v-model="contact.contactRole"
+								:options="roleOptions"
+								optionLabel="label"
+								optionValue="value"
+								:disabled="isSubmitting"
+								placeholder="Select a role"
+								class="w-full"
+							/>
+						</div>
+					</div>
+					<div class="form-row">
+						<div class="form-field">
+							<label :for="`email-${index}`">Email</label>
+							<InputText
+								:id="`email-${index}`"
+								v-model="contact.email"
+								:disabled="isSubmitting"
+								type="email"
+								placeholder="email@example.com"
+								class="w-full"
+							/>
+						</div>
+						<div class="form-field">
+							<label :for="`phone-number-${index}`">Phone</label>
+							<InputText
+								:id="`phone-number-${index}`"
+								v-model="contact.phoneNumber"
+								:disabled="isSubmitting"
+								placeholder="(555) 123-4567"
+								class="w-full"
+								@input="formatPhone(index, $event)"
+								@keydown="handlePhoneKeydown($event, index)"
+							/>
+						</div>
+						<div class="form-field">
+							<v-checkbox
+								v-model="contact.isPrimary"
+								label="Primary Contact"
+								:disabled="isSubmitting"
+								@change="setPrimary(index)"
+							/>
+						</div>
 					</div>
 				</div>
-				<div class="form-field">
+			</div>
-					<label for="first-name"> First Name <span class="required">*</span> </label>
+			<div class="form-field full-width">
-					<InputText
+				<Button label="Add another contact" @click="addContact" :disabled="isSubmitting" />
-						id="first-name"
+			</div>
-						v-model="localFormData.firstName"
-						:disabled="isSubmitting || sameAsClientName"
-						placeholder="Enter first name"
-						class="w-full"
-					/>
-				</div>
-				<div class="form-field">
-					<label for="last-name"> Last Name <span class="required">*</span> </label>
-					<InputText
-						id="last-name"
-						v-model="localFormData.lastName"
-						:disabled="isSubmitting || sameAsClientName"
-						placeholder="Enter last name"
-						class="w-full"
-					/>
-				</div>
-				<div class="form-field">
-					<label for="phone-number">Phone</label>
-					<InputText
-						id="phone-number"
-						v-model="localFormData.phoneNumber"
-						:disabled="isSubmitting"
-						placeholder="(555) 123-4567"
-						class="w-full"
-					/>
-				</div>
-				<div class="form-field">
-					<label for="email">Email</label>
-					<InputText
-						id="email"
-						v-model="localFormData.email"
-						:disabled="isSubmitting"
-						type="email"
-						placeholder="email@example.com"
-						class="w-full"
-					/>
-				</div>
-			</template>
 		</div>
 	</div>
 </template>
@@ -115,8 +106,7 @@
 import { ref, watch, computed, onMounted } from "vue";
 import InputText from "primevue/inputtext";
 import Select from "primevue/select";
-import ToggleSwitch from "primevue/toggleswitch";
+import Button from "primevue/button";
-import Checkbox from "primevue/checkbox";
 
 const props = defineProps({
 	formData: {
@@ -135,131 +125,137 @@ const props = defineProps({
 		type: Boolean,
 		default: false,
 	},
-	availableContacts: {
-		type: Array,
-		default: () => [],
-	},
 });
 
-const emit = defineEmits(["update:formData", "newContactToggle"]);
+const emit = defineEmits(["update:formData"]);
 
 const localFormData = computed({
-	get: () => props.formData,
+	get: () => {
+		if (!props.formData.contacts || props.formData.contacts.length === 0) {
+			props.formData.contacts = [
+				{
+					firstName: "",
+					lastName: "",
+					phoneNumber: "",
+					email: "",
+					contactRole: "",
+					isPrimary: true,
+				},
+			];
+		}
+		return props.formData;
+	},
 	set: (value) => emit("update:formData", value),
 });
 
-// Default to true for new-client flows; if editing keep it off
+const roleOptions = ref([
-const isNewContact = ref(!props.isEditMode);
+	{ label: "Owner", value: "Owner" },
-const selectedContact = ref(null);
+	{ label: "Property Manager", value: "Property Manager" },
-const sameAsClientName = ref(false);
+	{ label: "Tenant", value: "Tenant" },
+	{ label: "Builder", value: "Builder" },
+	{ label: "Neighbor", value: "Neighbor" },
+	{ label: "Family Member", value: "Family Member" },
+	{ label: "Realtor", value: "Realtor" },
+	{ label: "Other", value: "Other" },
+]);
 
-// Compute contact options from available contacts
+// Ensure at least one contact
-const contactOptions = computed(() => {
-	if (!props.availableContacts || props.availableContacts.length === 0) {
-		return [];
-	}
-
-	return props.availableContacts.map((contact) => ({
-		label: `${contact.firstName} ${contact.lastName}`,
-		value: contact,
-	}));
-});
-
-// Ensure New Contact is ON and locked when New Client is ON
-watch(
-	() => props.isNewClientLocked,
-	(locked) => {
-		if (locked) {
-			isNewContact.value = true;
-		} else {
-			isNewContact.value = false;
-		}
-	},
-	{ immediate: true },
-);
-
-// On mount, set isNewContact to true if isNewClientLocked is true
 onMounted(() => {
-	if (props.isNewClientLocked) {
+	if (!localFormData.value.contacts || localFormData.value.contacts.length === 0) {
-		isNewContact.value = true;
+		localFormData.value.contacts = [
+			{
+				firstName: "",
+				lastName: "",
+				phoneNumber: "",
+				email: "",
+				contactRole: "",
+				isPrimary: true,
+			},
+		];
 	}
 });
 
-// Auto-check "Same as Client Name" when customer type is Individual
+const addContact = () => {
-watch(
+	localFormData.value.contacts.push({
-	() => props.formData.customerType,
+		firstName: "",
-	(customerType) => {
+		lastName: "",
-		if (customerType === "Individual" && props.isNewClientLocked && !props.isEditMode) {
+		phoneNumber: "",
-			sameAsClientName.value = true;
+		email: "",
+		contactRole: "",
+		isPrimary: false,
+	});
+};
+
+const removeContact = (index) => {
+	if (localFormData.value.contacts.length > 1) {
+		const wasPrimary = localFormData.value.contacts[index].isPrimary;
+		localFormData.value.contacts.splice(index, 1);
+		if (wasPrimary && localFormData.value.contacts.length > 0) {
+			localFormData.value.contacts[0].isPrimary = true;
 		}
-	},
-	{ immediate: true },
-);
-
-// Reset "Same as Client Name" when editing or using existing customer
-watch([() => props.isEditMode, () => props.isNewClientLocked], ([editMode, newClientLocked]) => {
-	if (editMode || !newClientLocked) {
-		sameAsClientName.value = false;
-	}
-});
-
-// Auto-fill name fields when "Same as Client Name" is checked
-watch(sameAsClientName, (checked) => {
-	if (checked && props.formData.customerName) {
-		const nameParts = props.formData.customerName.trim().split(" ");
-		if (nameParts.length === 1) {
-			localFormData.value.firstName = nameParts[0];
-			localFormData.value.lastName = "";
-		} else if (nameParts.length >= 2) {
-			localFormData.value.firstName = nameParts[0];
-			localFormData.value.lastName = nameParts.slice(1).join(" ");
-		}
-	}
-});
-
-// Watch for customer name changes when "Same as Client Name" is checked
-watch(
-	() => props.formData.customerName,
-	(newName) => {
-		if (sameAsClientName.value && newName) {
-			const nameParts = newName.trim().split(" ");
-			if (nameParts.length === 1) {
-				localFormData.value.firstName = nameParts[0];
-				localFormData.value.lastName = "";
-			} else if (nameParts.length >= 2) {
-				localFormData.value.firstName = nameParts[0];
-				localFormData.value.lastName = nameParts.slice(1).join(" ");
-			}
-		}
-	},
-);
-
-// Watch for toggle changes
-watch(isNewContact, (newValue) => {
-	if (newValue) {
-		// Clear contact selection when switching to new contact mode
-		selectedContact.value = null;
-		localFormData.value.firstName = "";
-		localFormData.value.lastName = "";
-		localFormData.value.phoneNumber = "";
-		localFormData.value.email = "";
-	}
-	emit("newContactToggle", newValue);
-});
-
-const handleContactSelect = () => {
-	if (selectedContact.value && selectedContact.value.value) {
-		const contact = selectedContact.value.value;
-		localFormData.value.firstName = contact.firstName;
-		localFormData.value.lastName = contact.lastName;
-		localFormData.value.phoneNumber = contact.phone || "";
-		localFormData.value.email = contact.email || "";
 	}
 };
 
-defineExpose({
+const setPrimary = (index) => {
-	isNewContact,
+	localFormData.value.contacts.forEach((contact, i) => {
-});
+		contact.isPrimary = i === index;
+	});
+};
+
+const formatPhoneNumber = (value) => {
+	const digits = value.replace(/\D/g, "").slice(0, 10);
+	if (digits.length <= 3) return digits;
+	if (digits.length <= 6) return `(${digits.slice(0, 3)}) ${digits.slice(3)}`;
+	return `(${digits.slice(0, 3)}) ${digits.slice(3, 6)}-${digits.slice(6)}`;
+};
+
+const formatPhone = (index, event) => {
+	const value = event.target.value;
+	const formatted = formatPhoneNumber(value);
+	localFormData.value.contacts[index].phoneNumber = formatted;
+};
+
+const handlePhoneKeydown = (event, index) => {
+	const allowedKeys = [
+		"Backspace",
+		"Delete",
+		"Tab",
+		"Escape",
+		"Enter",
+		"ArrowLeft",
+		"ArrowRight",
+		"ArrowUp",
+		"ArrowDown",
+		"Home",
+		"End",
+	];
+
+	if (allowedKeys.includes(event.key)) {
+		return;
+	}
+
+	// Allow Ctrl+A, Ctrl+C, Ctrl+V, etc.
+	if (event.ctrlKey || event.metaKey) {
+		return;
+	}
+
+	// Check if it's a digit
+	if (!/\d/.test(event.key)) {
+		event.preventDefault();
+		return;
+	}
+
+	// Check current digit count
+	const currentDigits = localFormData.value.contacts[index].phoneNumber.replace(
+		/\D/g,
+		"",
+	).length;
+	if (currentDigits >= 10) {
+		event.preventDefault();
+	}
+};
+
+defineExpose({});
 </script>
 
 <style scoped>
@@ -285,23 +281,47 @@ defineExpose({
 	font-weight: 600;
 }
 
-.toggle-container {
+.contact-item {
+	border: 1px solid var(--surface-border);
+	border-radius: 6px;
+	padding: 1rem;
+	margin-bottom: 1rem;
+	background: var(--surface-section);
+}
+
+.contact-header {
 	display: flex;
+	justify-content: space-between;
 	align-items: center;
-	gap: 0.5rem;
+	margin-bottom: 1rem;
 }
 
-.toggle-label {
+.contact-header h4 {
-	font-size: 0.9rem;
+	margin: 0;
-	font-weight: 500;
+	color: var(--text-color);
-	color: var(--text-color-secondary);
+	font-size: 1.1rem;
-	cursor: pointer;
+	font-weight: 600;
-	user-select: none;
 }
 
-.form-grid {
+.remove-btn {
+	margin-left: auto;
+}
+
+.contact-item .form-grid {
 	display: grid;
-	grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+	grid-template-columns: 1fr;
+	gap: 1rem;
+}
+
+.form-rows {
+	display: flex;
+	flex-direction: column;
+	gap: 1rem;
+}
+
+.form-row {
+	display: grid;
+	grid-template-columns: repeat(3, 1fr);
 	gap: 1rem;
 }
 
@@ -325,25 +345,6 @@ defineExpose({
 	color: var(--red-500);
 }
 
-.helper-text {
-	color: var(--text-color-secondary);
-	font-style: italic;
-}
-
-.checkbox-container {
-	display: flex;
-	align-items: center;
-	gap: 0.5rem;
-}
-
-.checkbox-label {
-	font-size: 0.9rem;
-	font-weight: 500;
-	color: var(--text-color-secondary);
-	cursor: pointer;
-	user-select: none;
-}
-
 .w-full {
 	width: 100% !important;
 }

frontend/src/components/clientSubPages/Overview.vue

@@ -92,20 +92,35 @@
 			<!-- Contact Info Card -->
 			<div class="info-card" v-if="selectedAddressData">
 				<h3>Contact Information</h3>
-				<div class="info-grid">
+				<template v-if="contactsForAddress.length > 0">
-					<div class="info-item">
+					<div v-if="contactsForAddress.length > 1" class="contact-selector">
-						<label>Contact Name:</label>
+						<Dropdown
-						<span>{{ contactFullName }}</span>
+							v-model="selectedContactIndex"
+							:options="contactOptions"
+							option-label="label"
+							option-value="value"
+							placeholder="Select Contact"
+							class="w-full"
+						/>
 					</div>
-					<div class="info-item">
+					<div class="info-grid">
-						<label>Phone:</label>
+						<div class="info-item">
-						<span>{{ selectedAddressData.phone || "N/A" }}</span>
+							<label>Contact Name:</label>
+							<span>{{ contactFullName }}</span>
+						</div>
+						<div class="info-item">
+							<label>Phone:</label>
+							<span>{{ primaryContactPhone }}</span>
+						</div>
+						<div class="info-item">
+							<label>Email:</label>
+							<span>{{ primaryContactEmail }}</span>
+						</div>
 					</div>
-					<div class="info-item">
+				</template>
-						<label>Email:</label>
+				<template v-else>
-						<span>{{ selectedAddressData.emailId || "N/A" }}</span>
+					<p>No contacts available for this address.</p>
-					</div>
+				</template>
-				</div>
 			</div>
 		</template>
 
@@ -113,30 +128,34 @@
 		<div class="status-cards" v-if="!isNew && !editMode && selectedAddressData">
 			<div class="status-card">
 				<h4>On-Site Meeting</h4>
-				<Badge
+				<Button
-					:value="selectedAddressData.customOnsiteMeetingScheduled || 'Not Started'"
+					:label="selectedAddressData.customOnsiteMeetingScheduled || 'Not Started'"
 					:severity="getStatusSeverity(selectedAddressData.customOnsiteMeetingScheduled)"
+					@click="handleStatusClick('onsite')"
 				/>
 			</div>
 			<div class="status-card">
 				<h4>Estimate Sent</h4>
-				<Badge
+				<Button
-					:value="selectedAddressData.customEstimateSentStatus || 'Not Started'"
+					:label="selectedAddressData.customEstimateSentStatus || 'Not Started'"
 					:severity="getStatusSeverity(selectedAddressData.customEstimateSentStatus)"
+					@click="handleStatusClick('estimate')"
 				/>
 			</div>
 			<div class="status-card">
 				<h4>Job Status</h4>
-				<Badge
+				<Button
-					:value="selectedAddressData.customJobStatus || 'Not Started'"
+					:label="selectedAddressData.customJobStatus || 'Not Started'"
 					:severity="getStatusSeverity(selectedAddressData.customJobStatus)"
+					@click="handleStatusClick('job')"
 				/>
 			</div>
 			<div class="status-card">
 				<h4>Payment Received</h4>
-				<Badge
+				<Button
-					:value="selectedAddressData.customPaymentReceivedStatus || 'Not Started'"
+					:label="selectedAddressData.customPaymentReceivedStatus || 'Not Started'"
 					:severity="getStatusSeverity(selectedAddressData.customPaymentReceivedStatus)"
+					@click="handleStatusClick('payment')"
 				/>
 			</div>
 		</div>
@@ -204,6 +223,7 @@ import { computed, ref, watch, onMounted } from "vue";
 import Badge from "primevue/badge";
 import Button from "primevue/button";
 import Dialog from "primevue/dialog";
+import Dropdown from "primevue/dropdown";
 import LeafletMap from "../common/LeafletMap.vue";
 import ClientInformationForm from "./ClientInformationForm.vue";
 import ContactInformationForm from "./ContactInformationForm.vue";
@@ -252,10 +272,7 @@ const formData = ref({
 	pincode: "",
 	city: "",
 	state: "",
-	firstName: "",
+	contacts: [],
-	lastName: "",
-	phoneNumber: "",
-	email: "",
 });
 
 // Initialize form data when component mounts
@@ -335,12 +352,51 @@ const fullAddress = computed(() => {
 	return DataUtils.calculateFullAddress(selectedAddressData.value);
 });
 
+// Get contacts linked to the selected address
+const contactsForAddress = computed(() => {
+	if (!selectedAddressData.value?.customLinkedContacts || !props.clientData?.contacts) return [];
+	return selectedAddressData.value.customLinkedContacts
+		.map((link) => props.clientData.contacts.find((c) => c.name === link.contact))
+		.filter(Boolean);
+});
+
+// Selected contact index for display
+const selectedContactIndex = ref(0);
+
+// Options for contact dropdown
+const contactOptions = computed(() =>
+	contactsForAddress.value.map((c, i) => ({
+		label:
+			c.fullName || `${c.firstName || ""} ${c.lastName || ""}`.trim() || "Unnamed Contact",
+		value: i,
+	})),
+);
+
+// Selected contact for display
+const selectedContact = computed(
+	() => contactsForAddress.value[selectedContactIndex.value] || null,
+);
+
 // Calculate contact full name
 const contactFullName = computed(() => {
-	if (!selectedAddressData.value) return "N/A";
+	if (!selectedContact.value) return "N/A";
-	const firstName = selectedAddressData.value.customContactFirstName || "";
+	return (
-	const lastName = selectedAddressData.value.customContactLastName || "";
+		selectedContact.value.fullName ||
-	return `${firstName} ${lastName}`.trim() || "N/A";
+		`${selectedContact.value.firstName || ""} ${selectedContact.value.lastName || ""}`.trim() ||
+		"N/A"
+	);
+});
+
+// Calculate primary contact phone
+const primaryContactPhone = computed(() => {
+	if (!selectedContact.value) return "N/A";
+	return selectedContact.value.phone || selectedContact.value.mobileNo || "N/A";
+});
+
+// Calculate primary contact email
+const primaryContactEmail = computed(() => {
+	if (!selectedContact.value) return "N/A";
+	return selectedContact.value.emailId || selectedContact.value.customEmail || "N/A";
 });
 
 // Form validation
@@ -352,8 +408,10 @@ const isFormValid = computed(() => {
 	const hasPincode = formData.value.pincode?.trim();
 	const hasCity = formData.value.city?.trim();
 	const hasState = formData.value.state?.trim();
-	const hasFirstName = formData.value.firstName?.trim();
+	const hasContacts = formData.value.contacts && formData.value.contacts.length > 0;
-	const hasLastName = formData.value.lastName?.trim();
+	const primaryContact = formData.value.contacts?.find((c) => c.isPrimary);
+	const hasFirstName = primaryContact?.firstName?.trim();
+	const hasLastName = primaryContact?.lastName?.trim();
 
 	return (
 		hasCustomerName &&
@@ -363,6 +421,7 @@ const isFormValid = computed(() => {
 		hasPincode &&
 		hasCity &&
 		hasState &&
+		hasContacts &&
 		hasFirstName &&
 		hasLastName
 	);
@@ -372,7 +431,7 @@ const isFormValid = computed(() => {
 const getStatusSeverity = (status) => {
 	switch (status) {
 		case "Not Started":
-			return "secondary";
+			return "danger";
 		case "In Progress":
 			return "warn";
 		case "Completed":
@@ -382,6 +441,40 @@ const getStatusSeverity = (status) => {
 	}
 };
 
+// Handle status button clicks
+const handleStatusClick = (type) => {
+	let status;
+	let path;
+
+	switch (type) {
+		case "onsite":
+			status = selectedAddressData.value.customOnsiteMeetingScheduled || "Not Started";
+			path = "/schedule-onsite";
+			break;
+		case "estimate":
+			status = selectedAddressData.value.customEstimateSentStatus || "Not Started";
+			path = "/estimate";
+			break;
+		case "job":
+			status = selectedAddressData.value.customJobStatus || "Not Started";
+			path = "/job";
+			break;
+		case "payment":
+			status = selectedAddressData.value.customPaymentReceivedStatus || "Not Started";
+			path = "/invoices";
+			break;
+		default:
+			return;
+	}
+
+	const query = { address: fullAddress.value };
+	if (status === "Not Started") {
+		query.new = true;
+	}
+
+	router.push({ path, query });
+};
+
 // Form methods
 const resetForm = () => {
 	formData.value = {
@@ -393,10 +486,7 @@ const resetForm = () => {
 		pincode: "",
 		city: "",
 		state: "",
-		firstName: "",
+		contacts: [],
-		lastName: "",
-		phoneNumber: "",
-		email: "",
 	};
 	availableContacts.value = [];
 	isNewClientMode.value = false;
@@ -416,15 +506,20 @@ const populateFormFromClientData = () => {
 		pincode: selectedAddressData.value.pincode || "",
 		city: selectedAddressData.value.city || "",
 		state: selectedAddressData.value.state || "",
-		firstName: selectedAddressData.value.customContactFirstName || "",
+		contacts:
-		lastName: selectedAddressData.value.customContactLastName || "",
+			contactsForAddress.value.map((c) => ({
-		phoneNumber: selectedAddressData.value.phone || "",
+				firstName: c.firstName || "",
-		email: selectedAddressData.value.emailId || "",
+				lastName: c.lastName || "",
+				phoneNumber: c.phone || c.mobileNo || "",
+				email: c.emailId || c.customEmail || "",
+				contactRole: c.role || "",
+				isPrimary: c.isPrimaryContact || false,
+			})) || [],
 	};
 
 	// Populate available contacts if any
-	if (selectedAddressData.value.contacts && selectedAddressData.value.contacts.length > 0) {
+	if (contactsForAddress.value.length > 0) {
-		availableContacts.value = selectedAddressData.value.contacts;
+		availableContacts.value = contactsForAddress.value;
 	}
 };
 
@@ -483,10 +578,7 @@ const handleSave = async () => {
 			pincode: formData.value.pincode,
 			city: formData.value.city,
 			state: formData.value.state,
-			firstName: formData.value.firstName,
+			contacts: formData.value.contacts,
-			lastName: formData.value.lastName,
-			phoneNumber: formData.value.phoneNumber,
-			email: formData.value.email,
 		};
 
 		console.log("Upserting client with data:", clientData);
@@ -606,6 +698,10 @@ const handleCancel = () => {
 	font-size: 0.95rem;
 }
 
+.contact-selector {
+	margin-bottom: 1rem;
+}
+
 /* Form input styling */
 .info-item :deep(.p-inputtext),
 .info-item :deep(.p-autocomplete),

frontend/src/components/pages/Clients.vue

@@ -360,7 +360,7 @@ const handleEstimateClick = (status, rowData) => {
 	if (status?.toLowerCase() === "not started") {
 		// Navigate to create quotation/estimate
 		const address = encodeURIComponent(rowData.address);
-		router.push(`/quotations?new=true&address=${address}`);
+		router.push(`/estimate?new=true&address=${address}`);
 	}
 };
 

frontend/src/components/pages/Estimate.vue

@@ -0,0 +1,520 @@
+<template>
+	<div class="estimate-page">
+		<h2>Create Estimate</h2>
+
+		<!-- Address Section -->
+		<div class="address-section">
+			<label for="address" class="field-label">
+				Address
+				<span class="required">*</span>
+			</label>
+			<div class="address-input-group">
+				<InputText
+					id="address"
+					v-model="formData.address"
+					placeholder="Enter address to search"
+					fluid
+				/>
+				<Button
+					label="Search"
+					icon="pi pi-search"
+					@click="searchAddresses"
+					:disabled="!formData.address.trim()"
+					class="search-button"
+				/>
+			</div>
+			<div v-if="selectedAddress" class="verification-info">
+				<strong>Customer:</strong> {{ selectedAddress.customCustomerToBill }}
+			</div>
+		</div>
+
+		<!-- Contact Section -->
+		<div class="contact-section">
+			<label for="contact" class="field-label">
+				Contact
+				<span class="required">*</span>
+			</label>
+			<Select
+				:key="contactOptions.length"
+				v-model="formData.contact"
+				:options="contactOptions"
+				optionLabel="label"
+				optionValue="value"
+				placeholder="Select a contact"
+				:disabled="!formData.address"
+				fluid
+			/>
+			<div v-if="selectedContact" class="verification-info">
+				<strong>Email:</strong> {{ selectedContact.customEmail || "N/A" }} <br />
+				<strong>Phone:</strong> {{ selectedContact.phone || "N/A" }} <br />
+				<strong>Primary Contact:</strong>
+				{{ selectedContact.isPrimaryContact ? "Yes" : "No" }}
+			</div>
+		</div>
+
+		<!-- Items Section -->
+		<div class="items-section">
+			<h3>Items</h3>
+			<Button label="Add Item" icon="pi pi-plus" @click="showAddItemModal = true" />
+			<div v-for="(item, index) in selectedItems" :key="item.itemCode" class="item-row">
+				<span>{{ item.itemName }}</span>
+				<InputNumber
+					v-model="item.qty"
+					:min="1"
+					showButtons
+					buttonLayout="horizontal"
+					@input="updateTotal"
+				/>
+				<span>Price: ${{ (item.standardRate || 0).toFixed(2) }}</span>
+				<span>Total: ${{ ((item.qty || 0) * (item.standardRate || 0)).toFixed(2) }}</span>
+				<Button icon="pi pi-trash" @click="removeItem(index)" severity="danger" />
+			</div>
+			<div class="total-section">
+				<strong>Total Cost: ${{ totalCost.toFixed(2) }}</strong>
+			</div>
+			<div class="action-buttons">
+				<Button label="Clear Items" @click="clearItems" severity="secondary" />
+				<Button
+					label="Submit"
+					@click="showConfirmationModal = true"
+					:disabled="selectedItems.length === 0"
+				/>
+			</div>
+		</div>
+
+		<!-- Address Search Modal -->
+		<Modal
+			:visible="showAddressModal"
+			@update:visible="showAddressModal = $event"
+			@close="showAddressModal = false"
+		>
+			<template #title>Address Search Results</template>
+			<div class="address-search-results">
+				<div v-if="addressSearchResults.length === 0" class="no-results">
+					<i class="pi pi-info-circle"></i>
+					<p>No addresses found matching your search.</p>
+				</div>
+				<div v-else class="results-list">
+					<div
+						v-for="(address, index) in addressSearchResults"
+						:key="index"
+						class="address-result-item"
+						@click="selectAddress(address)"
+					>
+						<i class="pi pi-map-marker"></i>
+						<span>{{ address }}</span>
+					</div>
+				</div>
+			</div>
+		</Modal>
+
+		<!-- Add Item Modal -->
+		<Modal
+			:visible="showAddItemModal"
+			@update:visible="showAddItemModal = $event"
+			@close="closeAddItemModal"
+			:options="{ showActions: false }"
+		>
+			<template #title>Add Item</template>
+			<div class="modal-content">
+				<div class="search-section">
+					<label for="item-search" class="field-label">Search Items</label>
+					<InputText
+						id="item-search"
+						v-model="itemSearchTerm"
+						placeholder="Search by item code or name..."
+						fluid
+					/>
+				</div>
+				<DataTable
+					:data="filteredItems"
+					:columns="itemColumns"
+					:tableName="'estimate-items'"
+					:tableActions="tableActions"
+					selectable
+					:paginator="false"
+					:rows="filteredItems.length"
+				/>
+			</div>
+		</Modal>
+
+		<!-- Confirmation Modal -->
+		<Modal
+			:visible="showConfirmationModal"
+			@update:visible="showConfirmationModal = $event"
+			@close="showConfirmationModal = false"
+		>
+			<template #title>Confirm Estimate</template>
+			<div class="modal-content">
+				<h4>Does this information look correct?</h4>
+				<p><strong>Address:</strong> {{ formData.address }}</p>
+				<p>
+					<strong>Contact:</strong>
+					{{
+						selectedContact
+							? `${selectedContact.firstName} ${selectedContact.lastName}`
+							: ""
+					}}
+				</p>
+				<p><strong>Items:</strong></p>
+				<ul>
+					<li v-for="item in selectedItems" :key="item.itemCode">
+						{{ item.itemName }} - Qty: {{ item.qty || 0 }} - Total: ${{
+							((item.qty || 0) * (item.standardRate || 0)).toFixed(2)
+						}}
+					</li>
+				</ul>
+				<p><strong>Total:</strong> ${{ totalCost.toFixed(2) }}</p>
+				<div class="confirmation-buttons">
+					<Button
+						label="No"
+						@click="showConfirmationModal = false"
+						severity="secondary"
+					/>
+					<Button label="Yes" @click="confirmSubmit" />
+				</div>
+			</div>
+		</Modal>
+	</div>
+</template>
+
+<script setup>
+import { ref, reactive, computed, onMounted, watch } from "vue";
+import { useRoute, useRouter } from "vue-router";
+import Modal from "../common/Modal.vue";
+import DataTable from "../common/DataTable.vue";
+import InputText from "primevue/inputtext";
+import InputNumber from "primevue/inputnumber";
+import Button from "primevue/button";
+import Select from "primevue/select";
+import Api from "../../api";
+import DataUtils from "../../utils";
+import { useLoadingStore } from "../../stores/loading";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+
+const route = useRoute();
+const router = useRouter();
+const loadingStore = useLoadingStore();
+const notificationStore = useNotificationStore();
+
+const addressQuery = route.query.address;
+
+const isSubmitting = ref(false);
+
+const formData = reactive({
+	address: "",
+	addressName: "",
+	contact: "",
+});
+
+const selectedAddress = ref(null);
+const selectedContact = ref(null);
+const contacts = ref([]);
+const contactOptions = ref([]);
+const quotationItems = ref([]);
+const selectedItems = ref([]);
+
+const showAddressModal = ref(false);
+const showAddItemModal = ref(false);
+const showConfirmationModal = ref(false);
+const addressSearchResults = ref([]);
+const itemSearchTerm = ref("");
+
+const itemColumns = [
+	{ label: "Item Code", fieldName: "itemCode", type: "text" },
+	{ label: "Item Name", fieldName: "itemName", type: "text" },
+	{ label: "Price", fieldName: "standardRate", type: "number" },
+];
+
+// Methods
+const searchAddresses = async () => {
+	const searchTerm = formData.address.trim();
+	if (!searchTerm) return;
+
+	try {
+		const results = await Api.searchAddresses(searchTerm);
+		addressSearchResults.value = results;
+
+		if (results.length === 0) {
+			notificationStore.addNotification(
+				"No addresses found matching your search.",
+				"warning",
+			);
+		} else {
+			showAddressModal.value = true;
+		}
+	} catch (error) {
+		console.error("Error searching addresses:", error);
+		addressSearchResults.value = [];
+		notificationStore.addNotification(
+			"Failed to search addresses. Please try again.",
+			"error",
+		);
+	}
+};
+
+const selectAddress = async (address) => {
+	formData.address = address;
+	selectedAddress.value = await Api.getAddressByFullAddress(address);
+	formData.addressName = selectedAddress.value.name;
+	contacts.value = selectedAddress.value.contacts;
+	contactOptions.value = contacts.value.map((c) => ({
+		label: `${c.firstName || ""} ${c.lastName || ""}`.trim() || c.name,
+		value: c.name,
+	}));
+	const primary = contacts.value.find((c) => c.isPrimaryContact);
+	formData.contact = primary ? primary.name : contacts.value[0]?.name || "";
+	showAddressModal.value = false;
+};
+
+const addItem = (item) => {
+	const existing = selectedItems.value.find((i) => i.itemCode === item.itemCode);
+	if (!existing) {
+		selectedItems.value.push({ ...item, qty: 1 });
+	}
+	showAddItemModal.value = false;
+};
+
+const addSelectedItems = (selectedRows) => {
+	selectedRows.forEach((item) => {
+		const existing = selectedItems.value.find((i) => i.itemCode === item.itemCode);
+		if (existing) {
+			// Increase quantity by 1 if item already exists
+			existing.qty += 1;
+		} else {
+			// Add new item with quantity 1
+			selectedItems.value.push({ ...item, qty: 1 });
+		}
+	});
+	showAddItemModal.value = false;
+};
+
+const closeAddItemModal = () => {
+	showAddItemModal.value = false;
+};
+
+const removeItem = (index) => {
+	selectedItems.value.splice(index, 1);
+};
+
+const clearItems = () => {
+	selectedItems.value = [];
+};
+
+const updateTotal = () => {
+	// Computed will update
+};
+
+const confirmSubmit = async () => {
+	isSubmitting.value = true;
+	showConfirmationModal.value = false;
+	try {
+		const data = {
+			addressName: formData.addressName,
+			contactName: selectedContact.value.name,
+			items: selectedItems.value.map((i) => ({ itemCode: i.itemCode, qty: i.qty })),
+		};
+		await Api.createEstimate(data);
+		notificationStore.addNotification("Estimate created successfully", "success");
+		router.push(`/estimate?address=${encodeURIComponent(formData.address)}`);
+		// Reset form
+		formData.address = "";
+		formData.addressName = "";
+		formData.contact = "";
+		selectedAddress.value = null;
+		selectedContact.value = null;
+		selectedItems.value = [];
+	} catch (error) {
+		console.error("Error creating estimate:", error);
+		notificationStore.addNotification("Failed to create estimate", "error");
+	} finally {
+		isSubmitting.value = false;
+	}
+};
+
+const tableActions = [
+	{
+		label: "Add Selected Items",
+		action: addSelectedItems,
+		requiresMultipleSelection: true,
+		icon: "pi pi-plus",
+		style: "primary",
+	},
+];
+
+const totalCost = computed(() => {
+	return (selectedItems.value || []).reduce((sum, item) => {
+		const qty = item.qty || 0;
+		const rate = item.standardRate || 0;
+		return sum + qty * rate;
+	}, 0);
+});
+
+const filteredItems = computed(() => {
+	if (!itemSearchTerm.value.trim()) {
+		return quotationItems.value.map((item) => ({ ...item, id: item.itemCode }));
+	}
+	const term = itemSearchTerm.value.toLowerCase();
+	return quotationItems.value
+		.filter(
+			(item) =>
+				item.itemCode.toLowerCase().includes(term) ||
+				item.itemName.toLowerCase().includes(term),
+		)
+		.map((item) => ({ ...item, id: item.itemCode }));
+});
+watch(
+	() => formData.contact,
+	(newVal) => {
+		selectedContact.value = contacts.value.find((c) => c.name === newVal) || null;
+	},
+);
+
+onMounted(async () => {
+	try {
+		quotationItems.value = await Api.getQuotationItems();
+	} catch (error) {
+		console.error("Error loading quotation items:", error);
+	}
+	if (addressQuery) {
+		await selectAddress(addressQuery);
+	}
+});
+</script>
+
+<style scoped>
+.estimate-page {
+	max-width: 800px;
+	margin: 0 auto;
+	padding: 2rem;
+}
+
+.address-section,
+.contact-section {
+	margin-bottom: 1.5rem;
+}
+
+.field-label {
+	display: block;
+	margin-bottom: 0.5rem;
+	font-weight: 500;
+}
+
+.required {
+	color: red;
+}
+
+.address-input-group {
+	display: flex;
+	gap: 0.5rem;
+	align-items: center;
+}
+
+.search-button {
+	flex-shrink: 0;
+}
+
+.verification-info {
+	margin-top: 0.5rem;
+	font-size: 0.9rem;
+	color: #666;
+}
+
+.items-section {
+	margin-top: 2rem;
+}
+
+.item-row {
+	display: grid;
+	grid-template-columns: 2fr 1fr auto auto auto;
+	align-items: center;
+	gap: 1rem;
+	margin-bottom: 0.5rem;
+	padding: 0.5rem;
+	border: 1px solid #ddd;
+	border-radius: 4px;
+}
+
+.total-section {
+	margin-top: 1rem;
+	font-size: 1.2rem;
+	text-align: right;
+}
+
+.action-buttons {
+	display: flex;
+	gap: 1rem;
+	justify-content: flex-end;
+	margin-top: 1rem;
+}
+
+.modal-content {
+	padding: 1rem;
+	max-height: 70vh;
+	overflow-y: auto;
+}
+
+.search-section {
+	margin-bottom: 1rem;
+}
+
+.confirmation-buttons {
+	display: flex;
+	gap: 1rem;
+	justify-content: flex-end;
+	margin-top: 1rem;
+}
+
+.address-search-results {
+	min-height: 200px;
+}
+
+.no-results {
+	text-align: center;
+	padding: 40px 20px;
+	color: #666;
+}
+
+.no-results i {
+	font-size: 2em;
+	color: #f39c12;
+	margin-bottom: 10px;
+	display: block;
+}
+
+.results-list {
+	display: flex;
+	flex-direction: column;
+	gap: 8px;
+}
+
+.address-result-item {
+	padding: 12px 16px;
+	border: 1px solid #e0e0e0;
+	border-radius: 6px;
+	cursor: pointer;
+	transition: all 0.2s ease;
+	display: flex;
+	align-items: center;
+	gap: 12px;
+}
+
+.address-result-item:hover {
+	background-color: #f8f9fa;
+	border-color: #2196f3;
+	transform: translateY(-1px);
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.address-result-item i {
+	color: #2196f3;
+	font-size: 1.1em;
+}
+
+.address-result-item span {
+	flex: 1;
+	font-size: 0.9em;
+	color: #333;
+}
+</style>
+<parameter name="filePath"></parameter>

frontend/src/main.js

@@ -5,6 +5,7 @@ import router from "./router";
 import PrimeVue from "primevue/config";
 import { globalSettings } from "./globalSettings";
 import { createPinia } from "pinia";
+import 'primeicons/primeicons.css';
 
 // Vuetify
 import "@primeuix/themes/aura";

frontend/src/router.js

@@ -13,6 +13,7 @@ import TestDateForm from "./components/pages/TestDateForm.vue";
 import Client from "./components/pages/Client.vue";
 import ErrorHandlingDemo from "./components/pages/ErrorHandlingDemo.vue";
 import ScheduleOnSite from "./components/pages/ScheduleOnSite.vue";
+import Estimate from "./components/pages/Estimate.vue";
 
 const routes = [
 	{
@@ -25,6 +26,7 @@ const routes = [
 	{ path: "/schedule-onsite", component: ScheduleOnSite },
 	{ path: "/jobs", component: Jobs },
 	{ path: "/estimates", component: Estimates },
+	{ path: "/estimate", component: Estimate },
 	{ path: "/routes", component: Routes },
 	{ path: "/create", component: Create },
 	{ path: "/timesheets", component: TimeSheets },

frontend/src/style.css

@@ -56,18 +56,19 @@
 	gap: 5px;
 }
 
-/* Fix ToggleSwitch z-index so slider is visible but input receives clicks */
+/* Vuetify Switch and Checkbox Styling */
-.p-toggleswitch {
+.v-switch {
-	position: relative;
+	align-self: center;
+	transform: scale(0.85);
+	transform-origin: center;
 }
 
-.p-toggleswitch-slider {
+.v-switch .v-switch__thumb {
-	position: relative;
+	pointer-events: auto !important; /* Make thumb clickable */
-	z-index: 0;
-	pointer-events: none;
 }
 
-.p-toggleswitch-input {
+.v-checkbox {
-	position: absolute;
+	align-self: center;
-	z-index: 1;
+	transform: scale(0.75);
+	transform-origin: center;
 }