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566
custom_ui/custom_fields.py
Normal file
566
custom_ui/custom_fields.py
Normal file
@ -0,0 +1,566 @@
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custom_fields = {
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"Customer": [
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Customer Company Link",
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insert_after="customer_type"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Customer Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Customer On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="projects",
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label="Projects",
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fieldtype="Table",
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options="Customer Project Link",
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insert_after="onsite_meetings"
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),
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dict(
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fieldname="sales_orders",
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label="Sales Orders",
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fieldtype="Table",
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options="Customer Sales Order Link",
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insert_after="projects"
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),
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dict(
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fieldname="from_lead",
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label="From Lead",
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fieldtype="Link",
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options="Lead",
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insert_after="customer_name"
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),
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dict(
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fieldname="properties",
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label="Properties",
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fieldtype="Table",
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options="Customer Address Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Customer Contact Link",
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insert_after="properties"
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),
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="contacts"
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),
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dict(
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fieldname="tasks",
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label="Tasks",
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fieldtype="Table",
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options="Customer Task Link",
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insert_after="projects"
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)
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],
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"Lead": [
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Lead On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="custom_billing_address",
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label="Custom Address",
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fieldtype="Link",
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options="Address",
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insert_after="customer_name"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Lead Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Lead Company Link",
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insert_after="customer_type"
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Individual\nCompany\nPartnership",
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insert_after="lead_name"
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),
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dict(
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fieldname="properties",
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label="Properties",
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fieldtype="Table",
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options="Lead Address Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Lead Contact Link",
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insert_after="properties"
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),
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="contacts"
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)
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],
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"Address": [
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="address_title"
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),
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dict(
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fieldname="projects",
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label="Projects",
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fieldtype="Table",
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options="Address Project Link",
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insert_after="onsite_meetings"
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),
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dict(
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fieldname="sales_orders",
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label="Sales Orders",
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fieldtype="Table",
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options="Address Sales Order Link",
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insert_after="projects"
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),
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Address On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Address Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="full_address",
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label="Full Address",
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fieldtype="Data",
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insert_after="country"
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),
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dict(
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fieldname="latitude",
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label="Latitude",
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fieldtype="Float",
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precision=8,
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insert_after="full_address"
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),
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dict(
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fieldname="longitude",
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label="Longitude",
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fieldtype="Float",
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precision=8,
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insert_after="latitude"
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),
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dict(
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fieldname="onsite_meeting_scheduled",
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label="On-Site Meeting Scheduled",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="longitude"
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),
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dict(
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fieldname="estimate_sent_status",
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label="Estimate Sent Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="onsite_meeting_scheduled"
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),
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dict(
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fieldname="job_status",
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label="Job Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="estimate_sent_status"
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),
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dict(
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fieldname="payment_received_status",
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label="Payment Received Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="job_status"
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),
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dict(
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fieldname="lead_name",
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label="Lead Name",
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fieldtype="Data",
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insert_after="custom_customer_to_bill"
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Customer\nLead",
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insert_after="lead_name"
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),
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dict(
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fieldname="customer_name",
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label="Customer Name",
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fieldtype="Dynamic Link",
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options="customer_type",
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insert_after="customer_type"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Address Contact Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Address Company Link",
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insert_after="contacts"
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),
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dict(
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fieldname="tasks",
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label="Tasks",
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fieldtype="Table",
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options="Address Task Link",
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insert_after="projects"
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),
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dict(
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fieldname="custom_subdivision",
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label="Subdivision",
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fieldtype="Link",
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options="Territory",
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insert_after="address_line2"
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),
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dict(
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fieldname="custom_customer_to_bill",
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label="Customer To Bill",
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fieldtype="Link",
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options="Customer",
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insert_after="custom_subdivision"
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)
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],
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"Contact": [
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dict(
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fieldname="role",
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label="Role",
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fieldtype="Select",
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options="Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily Member\nRealtor\nOther",
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insert_after="designation"
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),
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dict(
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fieldname="email",
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label="Email",
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fieldtype="Data",
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insert_after="last_name",
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options="Email"
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||||
),
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dict(
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fieldname="customer_type",
|
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label="Customer Type",
|
||||
fieldtype="Select",
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options="Customer\nLead",
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insert_after="email"
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),
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dict(
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fieldname="customer_name",
|
||||
label="Customer Name",
|
||||
fieldtype="Dynamic Link",
|
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options="customer_type",
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||||
insert_after="customer_type"
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),
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dict(
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fieldname="addresses",
|
||||
label="Addresses",
|
||||
fieldtype="Table",
|
||||
options="Contact Address Link",
|
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insert_after="customer_name"
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)
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],
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"On-Site Meeting": [
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dict(
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fieldname="notes",
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label="Notes",
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fieldtype="Small Text",
|
||||
insert_after="address"
|
||||
),
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dict(
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fieldname="assigned_employee",
|
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label="Assigned Employee",
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fieldtype="Link",
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options="Employee",
|
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insert_after="notes"
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),
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dict(
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fieldname="status",
|
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label="Status",
|
||||
fieldtype="Select",
|
||||
options="Unscheduled\nScheduled\nCompleted\nCancelled",
|
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default="Unscheduled",
|
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insert_after="start_time"
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||||
),
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dict(
|
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fieldname="completed_by",
|
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label="Completed By",
|
||||
fieldtype="Link",
|
||||
options="Employee",
|
||||
insert_after="status"
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),
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dict(
|
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fieldname="company",
|
||||
label="Company",
|
||||
fieldtype="Link",
|
||||
options="Company",
|
||||
insert_after="assigned_employee"
|
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),
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||||
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"
|
||||
)
|
||||
],
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"Quotation": [
|
||||
dict(
|
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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"
|
||||
)
|
||||
]
|
||||
}
|
||||
0
custom_ui/custom_ui/doctype/__init__.py
Normal file
0
custom_ui/custom_ui/doctype/__init__.py
Normal file
@ -0,0 +1,43 @@
|
||||
{
|
||||
"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": []
|
||||
}
|
||||
@ -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 AddressTaskLink(Document):
|
||||
pass
|
||||
@ -0,0 +1,108 @@
|
||||
{
|
||||
"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": []
|
||||
}
|
||||
@ -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 BidMeetingNoteField(Document):
|
||||
pass
|
||||
@ -0,0 +1,50 @@
|
||||
{
|
||||
"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": []
|
||||
}
|
||||
@ -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 BidMeetingNoteFieldQuantity(Document):
|
||||
pass
|
||||
@ -0,0 +1,8 @@
|
||||
// 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) {
|
||||
|
||||
// },
|
||||
// });
|
||||
@ -0,0 +1,76 @@
|
||||
{
|
||||
"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": []
|
||||
}
|
||||
@ -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 BidMeetingNoteForm(Document):
|
||||
pass
|
||||
@ -0,0 +1,9 @@
|
||||
# Copyright (c) 2026, Shiloh Code LLC and Contributors
|
||||
# See license.txt
|
||||
|
||||
# import frappe
|
||||
from frappe.tests.utils import FrappeTestCase
|
||||
|
||||
|
||||
class TestBidMeetingNoteForm(FrappeTestCase):
|
||||
pass
|
||||
@ -0,0 +1,149 @@
|
||||
{
|
||||
"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": []
|
||||
}
|
||||
@ -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
|
||||
0
custom_ui/custom_ui/doctype/condition/__init__.py
Normal file
0
custom_ui/custom_ui/doctype/condition/__init__.py
Normal file
8
custom_ui/custom_ui/doctype/condition/condition.js
Normal file
8
custom_ui/custom_ui/doctype/condition/condition.js
Normal file
@ -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) {
|
||||
|
||||
// },
|
||||
// });
|
||||
43
custom_ui/custom_ui/doctype/condition/condition.json
Normal file
43
custom_ui/custom_ui/doctype/condition/condition.json
Normal file
@ -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": []
|
||||
}
|
||||
9
custom_ui/custom_ui/doctype/condition/condition.py
Normal file
9
custom_ui/custom_ui/doctype/condition/condition.py
Normal 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 Condition(Document):
|
||||
pass
|
||||
9
custom_ui/custom_ui/doctype/condition/test_condition.py
Normal file
9
custom_ui/custom_ui/doctype/condition/test_condition.py
Normal 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 TestCondition(FrappeTestCase):
|
||||
pass
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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) {
|
||||
|
||||
// },
|
||||
// });
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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) {
|
||||
|
||||
// },
|
||||
// });
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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
|
||||
@ -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) {
|
||||
|
||||
// },
|
||||
// });
|
||||
@ -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": []
|
||||
}
|
||||
@ -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
|
||||
@ -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
|
||||
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
55
custom_ui/fixtures/project_template.json
Normal file
55
custom_ui/fixtures/project_template.json
Normal file
@ -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
354
custom_ui/fixtures/task.json
Normal file
354
custom_ui/fixtures/task.json
Normal file
@ -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"
|
||||
}
|
||||
]
|
||||
@ -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"},
|
||||
]
|
||||
|
||||
|
||||
|
||||
@ -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")
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user