update mapping of data return for a lead

custom_ui/api/db/clients.py

@@ -1,5 +1,5 @@
 import frappe, json
-from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response
+from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client
 
 # ===============================================================================
 # CLIENT MANAGEMENT API METHODS
@@ -105,9 +105,18 @@ def get_client(client_name):
                 return build_error_response(f"Client '{client_name}' not found as Customer or Lead.", 404)
         print("DEBUG: Retrieved customer/lead document:", customer.as_dict())
         clientData = {**clientData, **customer.as_dict()}
+        if customer.doctype == "Lead":
+            clientData.update(map_lead_client(clientData))
         links = []
         if customer.doctype == "Customer":
-            links = customer.get("custom_add_contacts", []) + customer.get("custom_select_address", [])
+            links = (
+                [{"link_doctype": "Contact", "link_name": row.contact}
+                    for row in customer.get("custom_add_contacts", [])]
+                +
+                [{"link_doctype": "Address", "link_name": row.address}
+                    for row in customer.get("custom_select_address", [])]
+                )
+
         else:
             links = frappe.get_all(
                 "Dynamic Link",
@@ -124,10 +133,11 @@ def get_client(client_name):
 
         print("DEBUG: Retrieved links from lead:", links)
         for link in links:
-            linked_doc = frappe.get_doc(link.link_doctype, link.link_name)
-            if link.link_doctype == "Contact":
+            print("DEBUG: Processing link:", link)
+            linked_doc = frappe.get_doc(link["link_doctype"], link["link_name"])
+            if link["link_doctype"] == "Contact":
                 clientData["contacts"].append(linked_doc.as_dict())
-            elif link.link_doctype == "Address":
+            elif link["link_doctype"] == "Address":
                 clientData["addresses"].append(linked_doc.as_dict())
             # TODO: Continue getting other linked docs like jobs, invoices, etc.
         return build_success_response(clientData)

custom_ui/db_utils.py

@@ -158,4 +158,31 @@ def build_full_address(doc):
     if first and second:
         return f"{first}, {second}"
     return first or second or ""
+
+def map_lead_client(client_data):
+    mappings = {
+        "lead_name": "customer_name",
+        "customer_type": "customer_type",
+        "territory": "territory",
+        "company_name": "company"
+    }
+    for lead_field, client_field in mappings.items():
+        if lead_field in client_data:
+            print(f"DEBUG: Mapping field {lead_field} to {client_field} with value {client_data[lead_field]}")
+            client_data[client_field] = client_data[lead_field]
+    client_data["customer_group"] = ""  # Leads don't have customer groups
+    return client_data
+
+def map_lead_update(client_data):
+    mappings = {
+        "customer_name": "lead_name",
+        "customer_type": "customer_type",
+        "territory": "territory",
+        "company": "company_name"
+    }
+    for client_field, lead_field in mappings.items():
+        if client_field in client_data:
+            print(f"DEBUG: Mapping field {client_field} to {lead_field} with value {client_data[client_field]}")
+            client_data[lead_field] = client_data[client_field]
+    return client_data
             

frontend/src/components/clientSubPages/Overview.vue

@@ -10,11 +10,11 @@
 			/>
 		</template>
 		<div class="status-cards">
-			<!-- Form Mode (new=true or edit mode) -->
-			<template v-if="isNew || editMode">
+				<template v-if="isNew || editMode">
 				<ClientInformationForm
 					ref="clientInfoRef"
-					v-model:form-data="formData"
+					:form-data="formData"
+				@update:form-data="formData = $event"
 					:is-submitting="isSubmitting"
 					:is-edit-mode="editMode"
 					@new-client-toggle="handleNewClientToggle"
@@ -23,7 +23,8 @@
 
 				<ContactInformationForm
 					ref="contactInfoRef"
-					v-model:form-data="formData"
+					:form-data="formData"
+				@update:form-data="formData = $event"
 					:is-submitting="isSubmitting"
 					:is-edit-mode="editMode"
 					:is-new-client-locked="isNewClientMode"
@@ -32,7 +33,8 @@
 				/>
 
 				<AddressInformationForm
-					v-model:form-data="formData"
+					:form-data="formData"
+				@update:form-data="formData = $event"
 					:is-submitting="isSubmitting"
 					:is-edit-mode="editMode"
 				/>