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61 changed files with 2234 additions and 64898 deletions

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custom_ui/custom_fields.py Normal file
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custom_fields = {
"Customer": [
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Customer Company Link",
insert_after="customer_type"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Customer Quotation Link",
insert_after="companies"
),
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Customer On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="projects",
label="Projects",
fieldtype="Table",
options="Customer Project Link",
insert_after="onsite_meetings"
),
dict(
fieldname="sales_orders",
label="Sales Orders",
fieldtype="Table",
options="Customer Sales Order Link",
insert_after="projects"
),
dict(
fieldname="from_lead",
label="From Lead",
fieldtype="Link",
options="Lead",
insert_after="customer_name"
),
dict(
fieldname="properties",
label="Properties",
fieldtype="Table",
options="Customer Address Link",
insert_after="customer_name"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Customer Contact Link",
insert_after="properties"
),
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="contacts"
),
dict(
fieldname="tasks",
label="Tasks",
fieldtype="Table",
options="Customer Task Link",
insert_after="projects"
)
],
"Lead": [
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Lead On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="custom_billing_address",
label="Custom Address",
fieldtype="Link",
options="Address",
insert_after="customer_name"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Lead Quotation Link",
insert_after="companies"
),
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Lead Company Link",
insert_after="customer_type"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Individual\nCompany\nPartnership",
insert_after="lead_name"
),
dict(
fieldname="properties",
label="Properties",
fieldtype="Table",
options="Lead Address Link",
insert_after="customer_name"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Lead Contact Link",
insert_after="properties"
),
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="contacts"
)
],
"Address": [
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="address_title"
),
dict(
fieldname="projects",
label="Projects",
fieldtype="Table",
options="Address Project Link",
insert_after="onsite_meetings"
),
dict(
fieldname="sales_orders",
label="Sales Orders",
fieldtype="Table",
options="Address Sales Order Link",
insert_after="projects"
),
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Address On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Address Quotation Link",
insert_after="companies"
),
dict(
fieldname="full_address",
label="Full Address",
fieldtype="Data",
insert_after="country"
),
dict(
fieldname="latitude",
label="Latitude",
fieldtype="Float",
precision=8,
insert_after="full_address"
),
dict(
fieldname="longitude",
label="Longitude",
fieldtype="Float",
precision=8,
insert_after="latitude"
),
dict(
fieldname="onsite_meeting_scheduled",
label="On-Site Meeting Scheduled",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="longitude"
),
dict(
fieldname="estimate_sent_status",
label="Estimate Sent Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="onsite_meeting_scheduled"
),
dict(
fieldname="job_status",
label="Job Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="estimate_sent_status"
),
dict(
fieldname="payment_received_status",
label="Payment Received Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="job_status"
),
dict(
fieldname="lead_name",
label="Lead Name",
fieldtype="Data",
insert_after="custom_customer_to_bill"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="lead_name"
),
dict(
fieldname="customer_name",
label="Customer Name",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="customer_type"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Address Contact Link",
insert_after="customer_name"
),
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Address Company Link",
insert_after="contacts"
),
dict(
fieldname="tasks",
label="Tasks",
fieldtype="Table",
options="Address Task Link",
insert_after="projects"
),
dict(
fieldname="custom_subdivision",
label="Subdivision",
fieldtype="Link",
options="Territory",
insert_after="address_line2"
),
dict(
fieldname="custom_customer_to_bill",
label="Customer To Bill",
fieldtype="Link",
options="Customer",
insert_after="custom_subdivision"
)
],
"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"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="email"
),
dict(
fieldname="customer_name",
label="Customer Name",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="customer_type"
),
dict(
fieldname="addresses",
label="Addresses",
fieldtype="Table",
options="Contact Address Link",
insert_after="customer_name"
)
],
"On-Site Meeting": [
dict(
fieldname="notes",
label="Notes",
fieldtype="Small Text",
insert_after="address"
),
dict(
fieldname="assigned_employee",
label="Assigned Employee",
fieldtype="Link",
options="Employee",
insert_after="notes"
),
dict(
fieldname="status",
label="Status",
fieldtype="Select",
options="Unscheduled\nScheduled\nCompleted\nCancelled",
default="Unscheduled",
insert_after="start_time"
),
dict(
fieldname="completed_by",
label="Completed By",
fieldtype="Link",
options="Employee",
insert_after="status"
),
dict(
fieldname="company",
label="Company",
fieldtype="Link",
options="Company",
insert_after="assigned_employee"
),
dict(
fieldname="party_type",
label="Party Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="company"
),
dict(
fieldname="party_name",
label="Party Name",
fieldtype="Dynamic Link",
options="party_type",
insert_after="party_type"
),
dict(
fieldname="contact",
label="Contact",
fieldtype="Link",
options="Contact",
insert_after="party_name"
),
dict(
fieldname="project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="company"
)
],
"Quotation": [
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="custom_installation_address"
),
dict(
fieldname="custom_quotation_template",
label="Quotation Template",
fieldtype="Link",
options="Quotation Template",
insert_after="company",
description="The template used for generating this quotation."
),
dict(
fieldname="custom_project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="custom_quotation_template",
description="The project template to use when creating a project from this quotation.",
allow_on_submit=1
),
dict(
fieldname="custom_job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="custom_installation_address",
description="The address where the job will be performed.",
allow_on_submit=1
),
dict(
fieldname="from_onsite_meeting",
label="From On-Site Meeting",
fieldtype="Link",
options="On-Site Meeting",
insert_after="custom_job_address"
),
dict(
fieldname="from_onsite_meeting",
label="From On-Site Meeting",
fieldtype="Link",
options="On-Site Meeting",
insert_after="custom_job_address"
),
dict(
fieldname="actual_customer_name",
label="Customer",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="from_onsite_meeting",
allow_on_submit=1
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="customer_name",
allow_on_submit=1
)
],
"Sales Order": [
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="custom_installation_address"
),
dict(
fieldname="custom_project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
description="The project template to use when creating a project from this sales order.",
insert_after="custom_installation_address",
allow_on_submit=1
),
dict(
fieldname="custom_job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="custom_installation_address",
description="The address where the job will be performed.",
allow_on_submit=1
)
],
"Project": [
dict(
fieldname="job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="project_name",
description="The address where the job is being performed."
),
dict(
fieldname="customer",
label="Customer",
fieldtype="Link",
options="Customer",
insert_after="job_address",
description="The customer for whom the project is being executed."
),
dict(
fieldname="expected_start_time",
label="Expected Start Time",
fieldtype="Time",
insert_after="expected_start_date"
),
dict(
fieldname="expected_end_time",
label="Expected End Time",
fieldtype="Time",
insert_after="expected_end_date"
),
dict(
fieldname="actual_start_time",
label="Actual Start Time",
fieldtype="Time",
insert_after="actual_start_date"
),
dict(
fieldname="actual_end_time",
label="Actual End Time",
fieldtype="Time",
insert_after="actual_end_date"
),
dict(
fieldname="is_scheduled",
label="Is Scheduled",
fieldtype="Check",
default=0,
insert_after="is_half_down_paid"
),
dict(
fieldname="invoice_status",
label="Invoice Status",
fieldtype="Select",
default="Not Ready",
options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
insert_after="is_scheduled"
),
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="expected_end_time"
),
dict(
fieldname="is_half_down_paid",
label="Is Half Down Paid",
fieldtype="Check",
default=0,
insert_after="requires_half_payment"
),
],
"Project Template": [
dict(
fieldname="company",
label="Company",
fieldtype="Link",
options="Company",
insert_after="project_type",
description="The company associated with this project template."
),
dict(
fieldname="calendar_color",
label="Calendar Color",
fieldtype="Color",
insert_after="company"
)
],
"Task": [
dict(
fieldname="project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="project"
)
]
}

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{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:48.230423",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"task",
"project_template"
],
"fields": [
{
"fieldname": "task",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Task",
"options": "Task",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:45.496993",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Address Task Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class AddressTaskLink(Document):
pass

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{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:50.095868",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"label",
"type",
"value",
"order",
"value_doctype",
"available_options",
"include_available_options",
"row",
"column",
"conditional_on_field",
"conditional_on_value",
"doctype_label_field"
],
"fields": [
{
"fieldname": "label",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Label",
"reqd": 1
},
{
"fieldname": "type",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Type",
"options": "Data\nText\nCheck\nDate\nDatetime\nTime\nSelect\nMulti-Select\nMulti-Select w/ Quantity",
"reqd": 1
},
{
"fieldname": "value",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Value",
"reqd": 1
},
{
"fieldname": "order",
"fieldtype": "Int",
"label": "Order"
},
{
"description": "Holds the doctype if this field is a link to either a single doctype or a list of doctypes. If this field has a value, then the Value field will hold the name(s) of the Doctype(s)",
"fieldname": "value_doctype",
"fieldtype": "Data",
"label": "Doctype"
},
{
"fieldname": "available_options",
"fieldtype": "Small Text",
"label": "Available Options"
},
{
"default": "0",
"fieldname": "include_available_options",
"fieldtype": "Check",
"label": "Include Available Options"
},
{
"fieldname": "row",
"fieldtype": "Int",
"label": "Row"
},
{
"fieldname": "column",
"fieldtype": "Int",
"label": "Column"
},
{
"fieldname": "conditional_on_field",
"fieldtype": "Data",
"label": "Conditional On Field"
},
{
"fieldname": "conditional_on_value",
"fieldtype": "Data",
"label": "Conditional On Value"
},
{
"fieldname": "doctype_label_field",
"fieldtype": "Data",
"label": "Doctype Label Field"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:08.063602",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Bid Meeting Note Field",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class BidMeetingNoteField(Document):
pass

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{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:50.423957",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"quantity",
"meeting_note_field",
"item"
],
"fields": [
{
"fieldname": "quantity",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Quantity",
"reqd": 1
},
{
"fieldname": "meeting_note_field",
"fieldtype": "Link",
"label": "Meeting Note Field",
"options": "Bid Meeting Note Field",
"reqd": 1
},
{
"fieldname": "item",
"fieldtype": "Data",
"label": "Item",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:51:49.006161",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Bid Meeting Note Field Quantity",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class BidMeetingNoteFieldQuantity(Document):
pass

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// Copyright (c) 2026, Shiloh Code LLC and contributors
// For license information, please see license.txt
// frappe.ui.form.on("Bid Meeting Note Form", {
// refresh(frm) {
// },
// });

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{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:01:57.052796",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"title",
"project_template",
"notes",
"fields",
"company"
],
"fields": [
{
"fieldname": "title",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Title",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Project Template",
"options": "Project Template",
"reqd": 1
},
{
"fieldname": "notes",
"fieldtype": "Small Text",
"label": "Notes"
},
{
"fieldname": "fields",
"fieldtype": "Table",
"label": "Fields",
"options": "Bid Meeting Note Form Field",
"reqd": 1
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"options": "Company"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-01-30 07:17:51.934698",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Bid Meeting Note Form",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class BidMeetingNoteForm(Document):
pass

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# Copyright (c) 2026, Shiloh Code LLC and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestBidMeetingNoteForm(FrappeTestCase):
pass

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{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:49.918704",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"label",
"type",
"options",
"required",
"default_value",
"read_only",
"order",
"help_text",
"doctype_for_select",
"include_options",
"conditional_on_field",
"conditional_on_value",
"doctype_label_field",
"row",
"column"
],
"fields": [
{
"fieldname": "label",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Label",
"reqd": 1
},
{
"fieldname": "type",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Type",
"options": "Data\nText\nCheck\nDate\nDatetime\nTime\nSelect\nMulti-Select\nNumber\nMulti-Select w/ Quantity",
"reqd": 1
},
{
"allow_in_quick_entry": 1,
"description": "Comma separated options for select fields",
"fieldname": "options",
"fieldtype": "Small Text",
"in_list_view": 1,
"label": "Options"
},
{
"allow_in_quick_entry": 1,
"default": "0",
"fieldname": "required",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Required"
},
{
"allow_in_quick_entry": 1,
"fieldname": "default_value",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Default Value"
},
{
"allow_in_quick_entry": 1,
"default": "0",
"fieldname": "read_only",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Read Only"
},
{
"allow_in_quick_entry": 1,
"fieldname": "order",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Order"
},
{
"allow_in_quick_entry": 1,
"fieldname": "help_text",
"fieldtype": "Small Text",
"in_list_view": 1,
"label": "Help Text"
},
{
"allow_in_quick_entry": 1,
"description": "The doctype for a select or multi-select if it's options are doctypes.",
"fieldname": "doctype_for_select",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Doctype For Select"
},
{
"default": "0",
"fieldname": "include_options",
"fieldtype": "Check",
"label": "Include Options"
},
{
"description": "If a value is entered in this field, then the field this describes is conditional based on the value in the provided field. ",
"fieldname": "conditional_on_field",
"fieldtype": "Data",
"label": "Conditional On Field"
},
{
"description": "The value in which conditional should evaluate to True. If no value is provided here and a value exists in Conditional On Field, then the condition will just simply be if \"truthy\" (meaning, not null, emtpy, false, or 0)",
"fieldname": "conditional_on_value",
"fieldtype": "Data",
"label": "Conditional On Value"
},
{
"allow_in_quick_entry": 1,
"fieldname": "doctype_label_field",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Doctype Label Field"
},
{
"allow_in_quick_entry": 1,
"fieldname": "row",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Row"
},
{
"allow_in_quick_entry": 1,
"fieldname": "column",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Column"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:16.305665",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Bid Meeting Note Form Field",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class BidMeetingNoteFormField(Document):
pass

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@ -0,0 +1,8 @@
// Copyright (c) 2026, Shiloh Code LLC and contributors
// For license information, please see license.txt
// frappe.ui.form.on("Condition", {
// refresh(frm) {
// },
// });

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@ -0,0 +1,43 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:01:57.401662",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"section_break_thqn"
],
"fields": [
{
"fieldname": "section_break_thqn",
"fieldtype": "Section Break"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-01-30 07:16:50.657332",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Condition",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class Condition(Document):
pass

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestCondition(FrappeTestCase):
pass

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@ -0,0 +1,34 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:48.972109",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"address"
],
"fields": [
{
"fieldname": "address",
"fieldtype": "Link",
"label": "Address",
"options": "Address"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:31.110075",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Customer Address Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CustomerAddressLink(Document):
pass

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@ -0,0 +1,32 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:48.896768",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"section_break_flvp"
],
"fields": [
{
"fieldname": "section_break_flvp",
"fieldtype": "Section Break"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:38.531992",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Customer Company Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CustomerCompanyLink(Document):
pass

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@ -0,0 +1,34 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:49.052039",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"contact"
],
"fields": [
{
"fieldname": "contact",
"fieldtype": "Link",
"label": "Contact",
"options": "Contact"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:24.170798",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Customer Contact Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CustomerContactLink(Document):
pass

View File

@ -0,0 +1,43 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:48.120856",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"task",
"project_template"
],
"fields": [
{
"fieldname": "task",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Task",
"options": "Task",
"reqd": 1
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:52:52.271939",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Customer Task Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CustomerTaskLink(Document):
pass

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@ -0,0 +1,8 @@
// Copyright (c) 2026, Shiloh Code LLC and contributors
// For license information, please see license.txt
// frappe.ui.form.on("On-Site Meeting", {
// refresh(frm) {
// },
// });

View File

@ -0,0 +1,68 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "format:{address}-{#####}",
"creation": "2026-01-30 05:04:20.781088",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"address",
"start_time",
"end_time",
"bid_notes"
],
"fields": [
{
"fieldname": "address",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Address",
"options": "Address",
"reqd": 1
},
{
"fieldname": "start_time",
"fieldtype": "Datetime",
"in_list_view": 1,
"label": "Start Time"
},
{
"fieldname": "end_time",
"fieldtype": "Datetime",
"label": "End Time"
},
{
"fieldname": "bid_notes",
"fieldtype": "Link",
"label": "Bid Notes",
"options": "Bid Meeting Note"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-01-30 07:03:40.962554",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "On-Site Meeting",
"naming_rule": "Expression",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

View File

@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class OnSiteMeeting(Document):
pass

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestOnSiteMeeting(FrappeTestCase):
pass

View File

@ -0,0 +1,36 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:21:50.267662",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"task"
],
"fields": [
{
"fieldname": "task",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Task",
"options": "Task",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-01-30 07:51:59.777431",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Project Task Link",
"owner": "Administrator",
"permissions": [],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

View File

@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class ProjectTaskLink(Document):
pass

View File

@ -0,0 +1,8 @@
// Copyright (c) 2026, Shiloh Code LLC and contributors
// For license information, please see license.txt
// frappe.ui.form.on("Service Address 2", {
// refresh(frm) {
// },
// });

View File

@ -0,0 +1,145 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2026-01-30 07:01:57.571003",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"expected_end_date",
"expected_end_time",
"actual_end_date",
"actual_end_time",
"project_template",
"project",
"status",
"expected_start_date",
"expected_start_time",
"actual_start_date",
"actual_start_time",
"customer",
"company",
"service_address",
"foreman"
],
"fields": [
{
"fieldname": "expected_end_date",
"fieldtype": "Date",
"label": "Expected End Date"
},
{
"fieldname": "expected_end_time",
"fieldtype": "Time",
"label": "Expected End Time"
},
{
"fieldname": "actual_end_date",
"fieldtype": "Date",
"label": "Actual End Date"
},
{
"fieldname": "actual_end_time",
"fieldtype": "Time",
"label": "Actual End Time"
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
},
{
"fieldname": "project",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Project",
"options": "Project",
"reqd": 1
},
{
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Open\nScheduled\nStarted\nCompleted\nCanceled",
"reqd": 1
},
{
"fieldname": "expected_start_date",
"fieldtype": "Date",
"label": "Expected Start Date"
},
{
"fieldname": "expected_start_time",
"fieldtype": "Time",
"label": "Expected Start Time"
},
{
"fieldname": "actual_start_date",
"fieldtype": "Date",
"label": "Actual Start Date"
},
{
"fieldname": "actual_start_time",
"fieldtype": "Time",
"label": "Actual Start Time"
},
{
"fieldname": "customer",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Customer",
"options": "Customer",
"reqd": 1
},
{
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"fieldname": "service_address",
"fieldtype": "Link",
"label": "Service Address",
"options": "Address",
"reqd": 1
},
{
"fieldname": "foreman",
"fieldtype": "Link",
"label": "Foreman",
"options": "Employee"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-01-30 07:15:39.410145",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Service Address 2",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

View File

@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class ServiceAddress2(Document):
pass

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@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestServiceAddress2(FrappeTestCase):
pass

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@ -0,0 +1,8 @@
// Copyright (c) 2026, Shiloh Code LLC and contributors
// For license information, please see license.txt
// frappe.ui.form.on("Service Appointment", {
// refresh(frm) {
// },
// });

View File

@ -0,0 +1,138 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "format:SA-{MM}-{YYYY}-{####}",
"creation": "2026-01-30 07:01:56.861733",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"expected_start_date",
"expected_end_date",
"project_template",
"project",
"actual_start_date",
"actual_end_date",
"expected_start_time",
"expected_end_time",
"actual_end_time",
"actual_start_time",
"status",
"customer",
"company",
"service_address"
],
"fields": [
{
"fieldname": "expected_start_date",
"fieldtype": "Date",
"label": "Expected Start Date"
},
{
"fieldname": "expected_end_date",
"fieldtype": "Date",
"label": "Expected End Date"
},
{
"fieldname": "project_template",
"fieldtype": "Link",
"label": "Project Template",
"options": "Project Template"
},
{
"fieldname": "project",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Project",
"options": "Project",
"reqd": 1
},
{
"fieldname": "actual_start_date",
"fieldtype": "Date",
"label": "Actual Start Date"
},
{
"fieldname": "actual_end_date",
"fieldtype": "Date",
"label": "Actual End Date"
},
{
"fieldname": "expected_start_time",
"fieldtype": "Time",
"label": "Expected Start Time"
},
{
"fieldname": "expected_end_time",
"fieldtype": "Time",
"label": "Expected End Time"
},
{
"fieldname": "actual_end_time",
"fieldtype": "Time",
"label": "Actual End Time"
},
{
"fieldname": "actual_start_time",
"fieldtype": "Time",
"label": "Actual Start Time"
},
{
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Open\nScheduled\nStarted\nCompleted\nCanceled",
"reqd": 1
},
{
"fieldname": "customer",
"fieldtype": "Link",
"label": "Customer",
"options": "Customer",
"reqd": 1
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"fieldname": "service_address",
"fieldtype": "Link",
"label": "Service Address",
"options": "Address",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2026-01-30 07:18:16.297996",
"modified_by": "Administrator",
"module": "Custom UI",
"name": "Service Appointment",
"naming_rule": "Expression",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"rows_threshold_for_grid_search": 20,
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

View File

@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class ServiceAppointment(Document):
pass

View File

@ -0,0 +1,9 @@
# Copyright (c) 2026, Shiloh Code LLC and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestServiceAppointment(FrappeTestCase):
pass

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@ -0,0 +1,55 @@
[
{
"calendar_color": null,
"company": "Sprinklers Northwest",
"docstatus": 0,
"doctype": "Project Template",
"modified": "2026-01-27 09:16:15.614554",
"name": "SNW Install",
"project_type": "External",
"tasks": [
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Send customer 3-5 day window for start date",
"task": "TASK-2025-00001"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "811/Locate call in",
"task": "TASK-2025-00002"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Permit(s) call in and pay",
"task": "TASK-2025-00003"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Primary Job",
"task": "TASK-2025-00004"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Hydroseeding",
"task": "TASK-2025-00005"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Curbing",
"task": "TASK-2025-00006"
}
]
}
]

File diff suppressed because it is too large Load Diff

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@ -0,0 +1,354 @@
[
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": "HR-EMP-00014",
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-13 06:34:23.580282",
"name": "TASK-2025-00007",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "15-Day QA",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "QA"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-08 12:46:33.245387",
"name": "TASK-2025-00008",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Permit Close-out",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Admin"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-08 13:04:15.934399",
"name": "TASK-2025-00001",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Send customer 3-5 day window for start date",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Admin"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-04-24 14:57:03.402721",
"name": "TASK-2025-00002",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "811/Locate call in",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Admin"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-04-24 14:57:10.789639",
"name": "TASK-2025-00003",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Permit(s) call in and pay",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Admin"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-10 05:06:24.653035",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Labor"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-10 05:06:44.365741",
"name": "TASK-2025-00006",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Curbing",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Labor"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-10 05:06:35.232465",
"name": "TASK-2025-00005",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Hydroseeding",
"task_weight": 0.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Labor"
}
]

View File

@ -9,6 +9,7 @@ app_license = "mit"
after_install = "custom_ui.install.after_install"
after_migrate = "custom_ui.install.after_migrate"
after_uninstall = "custom_ui.install.after_uninstall"
# on_session_creation = "custom_ui.utils.on_login_redirect"
# on_login = "custom_ui.utils.on_login_redirect"
page_js = {
@ -208,6 +209,10 @@ doc_events = {
}
fixtures = [
{
"dt": "Custom Field",
"filters": [["module", "in", ["Custom UI"]]]
},
{
"dt": "Email Template",
"filters": [
@ -215,21 +220,14 @@ fixtures = [
]
},
{
"dt": "DocType",
"filters": [
["custom", "=", 1]
]
"dt": "Task",
"filters": [["status", "=", "Template"]]
},
{
"dt": "Project Template"
},
# These don't have reliable flags → export all
{"dt": "Custom Field"},
{"dt": "Property Setter"},
{"dt": "Client Script"},
{"dt": "Server Script"},
# {"dt": "Report"},
# {"dt": "Print Format"},
# {"dt": "Dashboard"},
# {"dt": "Workspace"},
]

View File

@ -6,28 +6,35 @@ import frappe
from .utils import create_module
import holidays
from datetime import date, timedelta
from . import custom_fields
def after_install():
create_module()
add_custom_fields()
# add_custom_fields(custom_fields.custom_fields)
frappe.db.commit()
# Proper way to refresh metadata
frappe.clear_cache(doctype="Address")
frappe.reload_doctype("Address")
frappe.clear_cache(doctype="On-Site Meeting")
frappe.reload_doctype("On-Site Meeting")
update_onsite_meeting_fields()
update_address_fields()
check_and_create_holiday_list()
create_project_templates()
create_task_types()
# create_tasks()
create_bid_meeting_note_form_templates()
build_frontend()
# # Proper way to refresh metadata
# frappe.clear_cache(doctype="Address")
# frappe.reload_doctype("Address")
# frappe.clear_cache(doctype="On-Site Meeting")
# frappe.reload_doctype("On-Site Meeting")
# update_onsite_meeting_fields()
# update_address_fields()
# check_and_create_holiday_list()
# create_project_templates()
# create_task_types()
# # create_tasks()
# create_bid_meeting_note_form_templates()
# build_frontend()
print("Custom UI After Install hook finished successfully!")
def after_uninstall():
remove_custom_fields(custom_fields.custom_fields)
def after_migrate():
add_custom_fields()
add_custom_fields(custom_fields.custom_fields)
update_onsite_meeting_fields()
frappe.db.commit()
@ -79,7 +86,19 @@ def build_frontend():
frappe.log_error(message=str(e), title="Frontend Build Failed")
print(f"\n❌ Frontend build failed: {e}\n")
def add_custom_fields():
def remove_custom_fields(custom_fields):
for doctype, fields_list in custom_fields.items():
for field in fields_list:
name = f"{doctype}-{field['fieldname']}"
if frappe.db.exists("Custom Field", name):
frappe.delete_doc("Custom Field", name)
frappe.db.commit()
print(f"Deleted {name}")
print("Deleted custom fields from database")
def add_custom_fields(custom_fields):
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
print("\n🔧 Adding custom fields to doctypes...")
@ -95,559 +114,6 @@ def add_custom_fields():
except Exception as e:
print(f" ⚠️ Failed to update Address address_type: {e}")
custom_fields = {
"Customer": [
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Customer Company Link",
insert_after="customer_type"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Customer Quotation Link",
insert_after="companies"
),
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Customer On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="projects",
label="Projects",
fieldtype="Table",
options="Customer Project Link",
insert_after="onsite_meetings"
),
dict(
fieldname="sales_orders",
label="Sales Orders",
fieldtype="Table",
options="Customer Sales Order Link",
insert_after="projects"
),
dict(
fieldname="from_lead",
label="From Lead",
fieldtype="Link",
options="Lead",
insert_after="customer_name"
),
dict(
fieldname="properties",
label="Properties",
fieldtype="Table",
options="Customer Address Link",
insert_after="customer_name"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Customer Contact Link",
insert_after="properties"
),
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="contacts"
),
dict(
fieldname="tasks",
label="Tasks",
fieldtype="Table",
options="Customer Task Link",
insert_after="projects"
)
],
"Lead": [
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Lead On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="custom_billing_address",
label="Custom Address",
fieldtype="Link",
options="Address",
insert_after="customer_name"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Lead Quotation Link",
insert_after="companies"
),
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Lead Company Link",
insert_after="customer_type"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Individual\nCompany\nPartnership",
insert_after="lead_name"
),
dict(
fieldname="properties",
label="Properties",
fieldtype="Table",
options="Lead Address Link",
insert_after="customer_name"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Lead Contact Link",
insert_after="properties"
),
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="contacts"
)
],
"Address": [
dict(
fieldname="primary_contact",
label="Primary Contact",
fieldtype="Link",
options="Contact",
insert_after="address_title"
),
dict(
fieldname="projects",
label="Projects",
fieldtype="Table",
options="Address Project Link",
insert_after="onsite_meetings"
),
dict(
fieldname="sales_orders",
label="Sales Orders",
fieldtype="Table",
options="Address Sales Order Link",
insert_after="projects"
),
dict(
fieldname="onsite_meetings",
label="On-Site Meetings",
fieldtype="Table",
options="Address On-Site Meeting Link",
insert_after="quotations"
),
dict(
fieldname="quotations",
label="Quotations",
fieldtype="Table",
options="Address Quotation Link",
insert_after="companies"
),
dict(
fieldname="full_address",
label="Full Address",
fieldtype="Data",
insert_after="country"
),
dict(
fieldname="latitude",
label="Latitude",
fieldtype="Float",
precision=8,
insert_after="full_address"
),
dict(
fieldname="longitude",
label="Longitude",
fieldtype="Float",
precision=8,
insert_after="latitude"
),
dict(
fieldname="onsite_meeting_scheduled",
label="On-Site Meeting Scheduled",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="longitude"
),
dict(
fieldname="estimate_sent_status",
label="Estimate Sent Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="onsite_meeting_scheduled"
),
dict(
fieldname="job_status",
label="Job Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="estimate_sent_status"
),
dict(
fieldname="payment_received_status",
label="Payment Received Status",
fieldtype="Select",
options="Not Started\nIn Progress\nCompleted",
default="Not Started",
insert_after="job_status"
),
dict(
fieldname="lead_name",
label="Lead Name",
fieldtype="Data",
insert_after="custom_customer_to_bill"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="lead_name"
),
dict(
fieldname="customer_name",
label="Customer Name",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="customer_type"
),
dict(
fieldname="contacts",
label="Contacts",
fieldtype="Table",
options="Address Contact Link",
insert_after="customer_name"
),
dict(
fieldname="companies",
label="Companies",
fieldtype="Table",
options="Address Company Link",
insert_after="contacts"
),
dict(
fieldname="tasks",
label="Tasks",
fieldtype="Table",
options="Address Task Link",
insert_after="projects"
)
],
"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"
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="email"
),
dict(
fieldname="customer_name",
label="Customer Name",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="customer_type"
),
dict(
fieldname="addresses",
label="Addresses",
fieldtype="Table",
options="Contact Address Link",
insert_after="customer_name"
)
],
"On-Site Meeting": [
dict(
fieldname="notes",
label="Notes",
fieldtype="Small Text",
insert_after="address"
),
dict(
fieldname="assigned_employee",
label="Assigned Employee",
fieldtype="Link",
options="Employee",
insert_after="notes"
),
dict(
fieldname="status",
label="Status",
fieldtype="Select",
options="Unscheduled\nScheduled\nCompleted\nCancelled",
default="Unscheduled",
insert_after="start_time"
),
dict(
fieldname="completed_by",
label="Completed By",
fieldtype="Link",
options="Employee",
insert_after="status"
),
dict(
fieldname="company",
label="Company",
fieldtype="Link",
options="Company",
insert_after="assigned_employee"
),
dict(
fieldname="party_type",
label="Party Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="company"
),
dict(
fieldname="party_name",
label="Party Name",
fieldtype="Dynamic Link",
options="party_type",
insert_after="party_type"
),
dict(
fieldname="contact",
label="Contact",
fieldtype="Link",
options="Contact",
insert_after="party_name"
),
dict(
fieldname="project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="company"
)
],
"Quotation": [
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="custom_installation_address"
),
dict(
fieldname="custom_quotation_template",
label="Quotation Template",
fieldtype="Link",
options="Quotation Template",
insert_after="company",
description="The template used for generating this quotation."
),
dict(
fieldname="custom_project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="custom_quotation_template",
description="The project template to use when creating a project from this quotation.",
allow_on_submit=1
),
dict(
fieldname="custom_job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="custom_installation_address",
description="The address where the job will be performed.",
allow_on_submit=1
),
dict(
fieldname="from_onsite_meeting",
label="From On-Site Meeting",
fieldtype="Link",
options="On-Site Meeting",
insert_after="custom_job_address"
),
dict(
fieldname="from_onsite_meeting",
label="From On-Site Meeting",
fieldtype="Link",
options="On-Site Meeting",
insert_after="custom_job_address"
),
dict(
fieldname="actual_customer_name",
label="Customer",
fieldtype="Dynamic Link",
options="customer_type",
insert_after="from_onsite_meeting",
allow_on_submit=1
),
dict(
fieldname="customer_type",
label="Customer Type",
fieldtype="Select",
options="Customer\nLead",
insert_after="customer_name",
allow_on_submit=1
)
],
"Sales Order": [
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="custom_installation_address"
),
dict(
fieldname="custom_project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
description="The project template to use when creating a project from this sales order.",
insert_after="custom_installation_address",
allow_on_submit=1
),
dict(
fieldname="custom_job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="custom_installation_address",
description="The address where the job will be performed.",
allow_on_submit=1
)
],
"Project": [
dict(
fieldname="job_address",
label="Job Address",
fieldtype="Link",
options="Address",
insert_after="project_name",
description="The address where the job is being performed."
),
dict(
fieldname="customer",
label="Customer",
fieldtype="Link",
options="Customer",
insert_after="job_address",
description="The customer for whom the project is being executed."
),
dict(
fieldname="expected_start_time",
label="Expected Start Time",
fieldtype="Time",
insert_after="expected_start_date"
),
dict(
fieldname="expected_end_time",
label="Expected End Time",
fieldtype="Time",
insert_after="expected_end_date"
),
dict(
fieldname="actual_start_time",
label="Actual Start Time",
fieldtype="Time",
insert_after="actual_start_date"
),
dict(
fieldname="actual_end_time",
label="Actual End Time",
fieldtype="Time",
insert_after="actual_end_date"
),
dict(
fieldname="is_scheduled",
label="Is Scheduled",
fieldtype="Check",
default=0,
insert_after="is_half_down_paid"
),
dict(
fieldname="invoice_status",
label="Invoice Status",
fieldtype="Select",
default="Not Ready",
options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
insert_after="is_scheduled"
),
dict(
fieldname="requires_half_payment",
label="Requires Half Payment",
fieldtype="Check",
default=0,
insert_after="expected_end_time"
),
dict(
fieldname="is_half_down_paid",
label="Is Half Down Paid",
fieldtype="Check",
default=0,
insert_after="requires_half_payment"
),
],
"Project Template": [
dict(
fieldname="company",
label="Company",
fieldtype="Link",
options="Company",
insert_after="project_type",
description="The company associated with this project template."
),
dict(
fieldname="calendar_color",
label="Calendar Color",
fieldtype="Color",
insert_after="company"
)
],
"Task": [
dict(
fieldname="project_template",
label="Project Template",
fieldtype="Link",
options="Project Template",
insert_after="project"
)
]
}
print("🔧 Custom fields to check per doctype:")
for key, value in custom_fields.items():
print(f"{key}: {len(value)} fields")