Disabled a client script breaking things by setting dates in the past.

This reverts commit 90b42170e7975f0f7185b45fb83e896269ccd5c5.

custom_ui/api/db/clients.py

@@ -28,30 +28,30 @@ def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=N
 
         onsite_meeting_scheduled_status_counts = {
             "label": "On-Site Meeting Scheduled",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
+            "not_started": frappe.db.count("Address", filters=get_filters("onsite_meeting_scheduled", "Not Started")),
+            "in_progress": frappe.db.count("Address", filters=get_filters("onsite_meeting_scheduled", "In Progress")),
+            "completed": frappe.db.count("Address", filters=get_filters("onsite_meeting_scheduled", "Completed"))
         }
 
         estimate_sent_status_counts = {
             "label": "Estimate Sent",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
+            "not_started": frappe.db.count("Address", filters=get_filters("estimate_sent_status", "Not Started")),
+            "in_progress": frappe.db.count("Address", filters=get_filters("estimate_sent_status", "In Progress")),
+            "completed": frappe.db.count("Address", filters=get_filters("estimate_sent_status", "Completed"))
         }
 
         job_status_counts = {
             "label": "Job Status",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
+            "not_started": frappe.db.count("Address", filters=get_filters("job_status", "Not Started")),
+            "in_progress": frappe.db.count("Address", filters=get_filters("job_status", "In Progress")),
+            "completed": frappe.db.count("Address", filters=get_filters("job_status", "Completed"))
         }
 
         payment_received_status_counts = {
             "label": "Payment Received",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
+            "not_started": frappe.db.count("Address", filters=get_filters("payment_received_status", "Not Started")),
+            "in_progress": frappe.db.count("Address", filters=get_filters("payment_received_status", "In Progress")),
+            "completed": frappe.db.count("Address", filters=get_filters("payment_received_status", "Completed"))
         }
 
         status_dicts = [
@@ -135,7 +135,7 @@ def get_client(client_name):
                     clientData["contacts"].append(linked_doc.as_dict())
                 elif link["link_doctype"] == "Address":
                     clientData["addresses"].append(linked_doc.as_dict())
-        
+
         # TODO: Continue getting other linked docs like jobs, invoices, etc.
         print("DEBUG: Final client data prepared:", clientData)
         return build_success_response(clientData)
@@ -143,7 +143,7 @@ def get_client(client_name):
         return build_error_response(str(ve), 400)
     except Exception as e:
         return build_error_response(str(e), 500)
-    
+
 @frappe.whitelist()
 def get_client_v2(client_name):
     """Get detailed information for a specific client including address, customer, and projects."""
@@ -159,7 +159,7 @@ def get_client_v2(client_name):
         clientData["addresses"] = [AddressService.get_or_throw(link.address) for link in clientData["properties"]]
         if clientData["doctype"] == "Lead":
             clientData["customer_name"] = customer.custom_customer_name
-        
+
         # TODO: Continue getting other linked docs like jobs, invoices, etc.
         print("DEBUG: Final client data prepared:", clientData)
         return build_success_response(clientData)
@@ -167,9 +167,9 @@ def get_client_v2(client_name):
         return build_error_response(str(ve), 400)
     except Exception as e:
         return build_error_response(str(e), 500)
-    
 
-    
+
+
 @frappe.whitelist()
 def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated client table data with filtering and sorting support."""
@@ -189,21 +189,21 @@ def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
         if filters.get("company"):
             where_clauses.append("c.company = %s")
             values.append(filters["company"]["value"])
-            
+
         if filters.get("address"):
             where_clauses.append("a.full_address LIKE %s")
             values.append(f"%{filters['address']['value']}%")
-            
+
         if filters.get("customer_name"):
             where_clauses.append("a.customer_name LIKE %s")
             values.append(f"%{filters['customer_name']['value']}%")
-            
+
         where_sql = ""
         if where_clauses:
             where_sql = "WHERE " + " AND ".join(where_clauses)
-        
+
         offset = (page - 1) * page_size
-        
+
         address_names = frappe.db.sql(f"""
             SELECT DISTINCT a.name
             FROM `tabAddress` a
@@ -213,7 +213,7 @@ def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
             LIMIT %s OFFSET %s
         """, values + [page_size, offset], as_dict=True)
         print("DEBUG: Address names retrieved:", address_names)
-        
+
         count = frappe.db.sql(f"""
             SELECT COUNT(DISTINCT a.name) as count
             FROM `tabAddress` a
@@ -230,18 +230,18 @@ def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
             tableRow["customer_name"] = normalize_name(address.customer_name, "-#-")
             tableRow["companies"] = ", ".join([link.company for link in address.get("companies", [])])
             tableRows.append(tableRow)
-        
+
         table_data = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size)
-        
+
         return build_success_response(table_data)
     except frappe.ValidationError as ve:
         return build_error_response(str(ve), 400)
     except Exception as e:
         print("ERROR in get_clients_table_data_v2:", str(e))
         return build_error_response(str(e), 500)
-        
-        
-        
+
+
+
 
 
 @frappe.whitelist()
@@ -354,11 +354,11 @@ def upsert_client(data):
     try:
         data = json.loads(data)
         print("#####DEBUG: Create client data received:", data)
-        
+
         customer_name = data.get("customer_name")
         contacts = data.get("contacts", [])
         addresses = data.get("addresses", [])
-        
+
         # Check for existing address
         client_doc = check_and_get_client_doc(customer_name)
         if client_doc:
@@ -374,7 +374,7 @@ def upsert_client(data):
                 return build_error_response("This address already exists. Please use a different address or search for the address to find the associated client.", 400)
 
         # Handle customer creation/update
-        
+
         print("#####DEBUG: Creating new lead.")
         customer_type = data.get("customer_type", "Individual")
         primary_contact = find_primary_contact_or_throw(contacts)
@@ -392,7 +392,7 @@ def upsert_client(data):
             lead_data["company_name"] = data.get("customer_name")
         client_doc = create_lead(lead_data)
         print(f"#####DEBUG: {client_doc.doctype}:", client_doc.as_dict())
-        
+
         #Handle contact creation
         contact_docs = []
         for contact_data in contacts:
@@ -427,7 +427,7 @@ def upsert_client(data):
                 })
             ContactService.link_contact_to_customer(contact_doc, "Lead", client_doc.name)
             contact_docs.append(contact_doc)
-        
+
         # Link all contacts to client after creating them
         client_doc.reload()
         for idx, contact_data in enumerate(contacts):
@@ -476,7 +476,7 @@ def upsert_client(data):
             primary_contact = contact_docs[address.get("primary_contact)", 0)]
             AddressService.set_primary_contact(address_doc.name, primary_contact.name)
             address_docs.append(address_doc)
-            
+
         # Link all addresses to client after creating them
         client_doc.reload()
         for address_doc in address_docs:
@@ -487,7 +487,7 @@ def upsert_client(data):
         client_dict = client_doc.as_dict()
         client_dict["contacts"] = [contact.as_dict() for contact in contact_docs]
         client_dict["addresses"] = [address.as_dict() for address in address_docs]
-            
+
         frappe.local.message_log = []
         return build_success_response(client_dict)
     except frappe.ValidationError as ve:
@@ -535,8 +535,8 @@ def convert_lead_to_customer(lead_name):
     lead = frappe.get_doc("Lead", lead_name)
     customer = make_customer(lead)
     customer.insert(ignore_permissions=True)
-    
-    
+
+
 def create_lead(lead_data):
     lead = frappe.get_doc({
         "doctype": "Lead",
@@ -551,10 +551,10 @@ def get_customer_or_lead(client_name):
     else:
         lead_name = frappe.db.get_all("Lead", pluck="name", filters={"lead_name": client_name})[0]
         return frappe.get_doc("Lead", lead_name)
-    
+
 def find_primary_contact_or_throw(contacts):
     for contact in contacts:
         if contact.get("is_primary"):
             print("#####DEBUG: Primary contact found:", contact)
             return contact
-    raise ValueError("No primary contact found in contacts list.")
+    raise ValueError("No primary contact found in contacts list.")

custom_ui/api/db/estimates.py

@@ -26,7 +26,7 @@ def get_estimate_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
         start=(page) * page_size,
         order_by=sortings
     )
-    
+
     estimates = [frappe.get_doc("Quotation", name).as_dict() for name in estimate_names]
     tableRows = []
     for estimate in estimates:
@@ -41,7 +41,7 @@ def get_estimate_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
         tableRows.append(tableRow)
     table_data_dict = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size)
     return build_success_response(table_data_dict)
-    
+
 
 @frappe.whitelist()
 def get_estimate_table_data(filters={}, sortings=[], page=1, page_size=10):
@@ -283,14 +283,14 @@ def send_estimate_email(estimate_name):
             attachments=[{"fname": f"{quotation.name}.pdf", "fcontent": pdf}]
         )
         print(f"DEBUG: Email sent to {email} successfully.")
-        
+
         # Update quotation status
         quotation.custom_current_status = "Submitted"
         quotation.custom_sent = 1
         quotation.save()
         quotation.submit()
         frappe.db.commit()
-        
+
         updated_quotation = frappe.get_doc("Quotation", estimate_name)
         return build_success_response(updated_quotation.as_dict())
     except Exception as e:
@@ -510,7 +510,7 @@ def upsert_estimate(data):
                 "company": data.get("company"),
                 "actual_customer_name": client_doc.name,
                 "customer_type": address_doc.customer_type,
-                "customer_address": client_doc.custom_billing_address,
+                "customer_address": client_doc.primary_address,
                 "contact_person": data.get("contact_name"),
                 "letter_head": data.get("company"),
                 "custom_project_template": data.get("project_template", None),

custom_ui/custom_fields.py

@@ -127,6 +127,12 @@ custom_fields = {
             fieldtype="Link",
             options="Contact",
             insert_after="contacts"
+        ),
+        dict(
+            fieldname="custom_customer_name",
+            label="Customer Name",
+            fieldtype="Data",
+            insert_after="last_name"
         )
     ],
     "Address": [
@@ -376,6 +382,12 @@ custom_fields = {
         )
     ],
     "Quotation": [
+        dict(
+            fieldname="custom_installation_address",
+            label="Installation Address",
+            fieldtype="Link",
+            options="Address"
+        ),
         dict(
             fieldname="requires_half_payment",
             label="Requires Half Payment",
@@ -383,20 +395,12 @@ custom_fields = {
             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",
+            insert_after="requires_half_payment",
             description="The project template to use when creating a project from this quotation.",
             allow_on_submit=1
         ),
@@ -416,13 +420,6 @@ custom_fields = {
             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",
@@ -438,9 +435,39 @@ custom_fields = {
             options="Customer\nLead",
             insert_after="customer_name",
             allow_on_submit=1
-        )
+        ),
+        dict(
+            fieldname="custom_current_status",
+            label="Status",
+            fieldtype="Select",
+            options="Draft\nSubmitted\nEstimate Accepted\nLost\nWon",
+            insert_after="Date",
+            allow_on_submit=1
+        ),
+        dict(
+            fieldname="custom_sent",
+            label="Sent",
+            fieldtype="Check",
+            insert_after="custom_current_status",
+            default=0,
+            allow_on_submit=1
+        ),
+        dict(
+            fieldname="custom_followup_needed",
+            label="Follow-up Needed",
+            fieldtype="Check",
+            insert_after="custom_sent",
+            default=0,
+            allow_on_submit=1
+        ),
     ],
     "Sales Order": [
+        dict(
+            fieldname="custom_installation_address",
+            label="Installation Address",
+            fieldtype="Link",
+            options="Address"
+        ),
         dict(
             fieldname="requires_half_payment",
             label="Requires Half Payment",
@@ -465,7 +492,14 @@ custom_fields = {
             insert_after="custom_installation_address",
             description="The address where the job will be performed.",
             allow_on_submit=1
-        )
+        ),
+        dict(
+            fieldname="custom_department_type",
+            label="Department Type",
+            fieldtype="Select",
+            options="\nFencing Install\nWarranty\nSprinkler Service\nLandscape Installation\nLawn Maintenance",
+            insert_after="delivery_date",
+        ),
     ],
     "Project": [
         dict(
@@ -552,6 +586,19 @@ custom_fields = {
             label="Calendar Color",
             fieldtype="Color",
             insert_after="company"
+        ),
+        dict(
+            fieldname="bid_meeting_note_form",
+            label="Bid Meeting Note Form",
+            fieldtype="Link",
+            options="Bid Meeting Note Form",
+            insert_after="calendar_color"
+        ),
+        dict(
+            fieldname="item_groups",
+            label="Item Groups",
+            fieldtype="Data",
+            insert_after="bid_meeting_note_form"
         )
     ],
     "Task": [
@@ -562,5 +609,13 @@ custom_fields = {
             options="Project Template",
             insert_after="project"
         )
+    ],
+    "Territory": [
+        dict(
+            fieldname="custom_map",
+            label="Map",
+            fieldtype="Attach Image",
+            insert_after="is_group"
+        )
     ]
 }

custom_ui/custom_ui/doctype/address_company_link/address_company_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.675964",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:47:47.764072",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address Company Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_company_link/address_company_link.py

@@ -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 AddressCompanyLink(Document):
+	pass

custom_ui/custom_ui/doctype/address_contact_link/address_contact_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.178750",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "contact"
+ ],
+ "fields": [
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Contact",
+   "options": "Contact",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:46:22.292044",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address Contact Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_contact_link/address_contact_link.py

@@ -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 AddressContactLink(Document):
+	pass

custom_ui/custom_ui/doctype/address_on_site_meeting_link/address_on_site_meeting_link.json

@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.602083",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "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": "2026-02-09 10:45:27.206492",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_on_site_meeting_link/address_on_site_meeting_link.py

@@ -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 AddressOnSiteMeetingLink(Document):
+	pass

custom_ui/custom_ui/doctype/address_project_link/address_project_link.json

@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.478227",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "project",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Project",
+   "options": "Project",
+   "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": "2026-02-09 10:45:01.988468",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address Project Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_project_link/address_project_link.py

@@ -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 AddressProjectLink(Document):
+	pass

custom_ui/custom_ui/doctype/address_quotation_link/address_quotation_link.json

@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.538472",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "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": "2026-02-09 10:45:14.139329",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_quotation_link/address_quotation_link.py

@@ -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 AddressQuotationLink(Document):
+	pass

custom_ui/custom_ui/doctype/address_sales_order_link/address_sales_order_link.json

@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.663857",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "sales_order",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "sales_order",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Sales Order",
+   "options": "Sales Order",
+   "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": "2026-02-09 10:45:48.574123",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Address Sales Order Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_sales_order_link/address_sales_order_link.py

@@ -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 AddressSalesOrderLink(Document):
+	pass

custom_ui/custom_ui/doctype/bid_meeting_note/bid_meeting_note.js

@@ -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", {
+// 	refresh(frm) {
+
+// 	},
+// });

custom_ui/custom_ui/doctype/bid_meeting_note/bid_meeting_note.json

@@ -0,0 +1,76 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:26.035639",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "form_template",
+  "bid_meeting",
+  "notes",
+  "fields",
+  "quantities"
+ ],
+ "fields": [
+  {
+   "fieldname": "form_template",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Form Template",
+   "options": "Bid Meeting Note Form",
+   "reqd": 1
+  },
+  {
+   "fieldname": "bid_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Bid Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Small Text",
+   "label": "Notes"
+  },
+  {
+   "fieldname": "fields",
+   "fieldtype": "Table",
+   "label": "Fields",
+   "options": "Bid Meeting Note Field"
+  },
+  {
+   "fieldname": "quantities",
+   "fieldtype": "Table",
+   "label": "Quantities",
+   "options": "Bid Meeting Note Field Quantity"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2026-02-09 10:22:58.938177",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Bid Meeting Note",
+ "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": []
+}

custom_ui/custom_ui/doctype/bid_meeting_note/bid_meeting_note.py

@@ -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 BidMeetingNote(Document):
+	pass

custom_ui/custom_ui/doctype/bid_meeting_note/test_bid_meeting_note.py

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

custom_ui/custom_ui/doctype/contact_address_link/contact_address_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.726392",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "address"
+ ],
+ "fields": [
+  {
+   "fieldname": "address",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Address",
+   "options": "Address",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:45:58.906807",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Contact Address Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/contact_address_link/contact_address_link.py

@@ -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 ContactAddressLink(Document):
+	pass

custom_ui/custom_ui/doctype/customer_on_site_meeting_link/customer_on_site_meeting_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.247241",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:46:32.725338",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Customer On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_on_site_meeting_link/customer_on_site_meeting_link.py

@@ -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 CustomerOnSiteMeetingLink(Document):
+	pass

custom_ui/custom_ui/doctype/customer_project_link/customer_project_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.309059",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "project"
+ ],
+ "fields": [
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Project",
+   "options": "Project",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:46:43.360282",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Customer Project Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_project_link/customer_project_link.py

@@ -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 CustomerProjectLink(Document):
+	pass

custom_ui/custom_ui/doctype/customer_quotation_link/customer_quotation_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.371266",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:46:52.392918",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Customer Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_quotation_link/customer_quotation_link.py

@@ -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 CustomerQuotationLink(Document):
+	pass

custom_ui/custom_ui/doctype/customer_sales_order_link/customer_sales_order_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.433195",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "sales_order"
+ ],
+ "fields": [
+  {
+   "fieldname": "sales_order",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Sales Order",
+   "options": "Sales Order",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:47:06.349253",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Customer Sales Order Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_sales_order_link/customer_sales_order_link.py

@@ -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 CustomerSalesOrderLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_address_link/lead_address_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.492405",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "address"
+ ],
+ "fields": [
+  {
+   "fieldname": "address",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Address",
+   "options": "Address",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:47:14.644540",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead Address Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_address_link/lead_address_link.py

@@ -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 LeadAddressLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_companies_link/lead_companies_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.418372",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:44:26.753244",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead Companies Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_companies_link/lead_companies_link.py

@@ -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 LeadCompaniesLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_company_link/lead_company_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.237855",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:44:00.147844",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead Company Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_company_link/lead_company_link.py

@@ -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 LeadCompanyLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_contact_link/lead_contact_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.552289",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "contact"
+ ],
+ "fields": [
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Contact",
+   "options": "Contact",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:47:26.440348",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead Contact Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_contact_link/lead_contact_link.py

@@ -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 LeadContactLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_on_site_meeting_link/lead_on_site_meeting_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:24.789839",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:46:11.939521",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_on_site_meeting_link/lead_on_site_meeting_link.py

@@ -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 LeadOnSiteMeetingLink(Document):
+	pass

custom_ui/custom_ui/doctype/lead_quotation_link/lead_quotation_link.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-09 03:55:25.613799",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-09 10:47:35.963947",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Lead Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_quotation_link/lead_quotation_link.py

@@ -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 LeadQuotationLink(Document):
+	pass

custom_ui/custom_ui/doctype/service_address_2/service_address_2.json

@@ -1,7 +1,7 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:01:57.571003",
+ "creation": "2026-02-09 03:55:26.299198",
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
@@ -19,7 +19,8 @@
   "customer",
   "company",
   "service_address",
-  "foreman"
+  "foreman",
+  "ready_to_schedule"
  ],
  "fields": [
   {
@@ -113,12 +114,18 @@
    "fieldtype": "Link",
    "label": "Foreman",
    "options": "Employee"
+  },
+  {
+   "default": "1",
+   "fieldname": "ready_to_schedule",
+   "fieldtype": "Check",
+   "label": "Ready To Schedule"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2026-01-30 07:15:39.410145",
+ "modified": "2026-02-10 07:36:48.544719",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Service Address 2",

custom_ui/fixtures/client_script.json

@@ -69,7 +69,7 @@
   "docstatus": 0,
   "doctype": "Client Script",
   "dt": "Quotation",
-  "enabled": 1,
+  "enabled": 0,
   "modified": "2025-01-08 05:04:26.743210",
   "module": null,
   "name": "Quotation - Set Same Valid Until Date",

custom_ui/fixtures/customer_group.json

@@ -0,0 +1,251 @@
+[
+ {
+  "accounts": [],
+  "credit_limits": [],
+  "customer_group_name": "All Customer Groups",
+  "default_price_list": null,
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 1,
+  "modified": "2024-04-03 13:52:56.001588",
+  "name": "All Customer Groups",
+  "old_parent": "",
+  "parent_customer_group": null,
+  "payment_terms": null
+ },
+ {
+  "accounts": [],
+  "credit_limits": [],
+  "customer_group_name": "Non Profit",
+  "default_price_list": null,
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2024-04-03 13:52:56.071669",
+  "name": "Non Profit",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": null
+ },
+ {
+  "accounts": [],
+  "credit_limits": [],
+  "customer_group_name": "Government",
+  "default_price_list": null,
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2024-04-03 13:52:56.106475",
+  "name": "Government",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": null
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - NYC",
+    "advance_account": null,
+    "company": "Nuco Yard Care",
+    "parent": "Residential - Lawn Care",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Residential - Lawn Care",
+  "default_price_list": "Standard Selling",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:09:03.788424",
+  "name": "Residential - Lawn Care",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Due on receipt"
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - NYC",
+    "advance_account": null,
+    "company": "Nuco Yard Care",
+    "parent": "Commercial - Lawn Care",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Commercial - Lawn Care",
+  "default_price_list": "Commerical Installation",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:09:56.564106",
+  "name": "Commercial - Lawn Care",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Net 10th"
+ },
+ {
+  "accounts": [],
+  "credit_limits": [],
+  "customer_group_name": "HOA",
+  "default_price_list": null,
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2024-12-13 11:06:00.939794",
+  "name": "HOA",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": null
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - S",
+    "advance_account": null,
+    "company": "Sprinklers Northwest",
+    "parent": "Residential - Installation",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   },
+   {
+    "account": "Debtors - LF",
+    "advance_account": null,
+    "company": "Lowe Fencing",
+    "parent": "Residential - Installation",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Residential - Installation",
+  "default_price_list": "Residential",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:07:58.523303",
+  "name": "Residential - Installation",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Half Down"
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - S",
+    "advance_account": null,
+    "company": "Sprinklers Northwest",
+    "parent": "Builder",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Builder",
+  "default_price_list": "Standard Selling",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2024-12-19 12:23:59.682344",
+  "name": "Builder",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": ""
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - S",
+    "advance_account": null,
+    "company": "Sprinklers Northwest",
+    "parent": "Commercial - Irrigation service",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   },
+   {
+    "account": "Debtors - NYC",
+    "advance_account": null,
+    "company": "Nuco Yard Care",
+    "parent": "Commercial - Irrigation service",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   },
+   {
+    "account": "Debtors - LF",
+    "advance_account": null,
+    "company": "Lowe Fencing",
+    "parent": "Commercial - Irrigation service",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Commercial - Irrigation service",
+  "default_price_list": "Standard Selling",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:05:52.955168",
+  "name": "Commercial - Irrigation service",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Due on receipt"
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - S",
+    "advance_account": null,
+    "company": "Sprinklers Northwest",
+    "parent": "Commercial - Installation",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   },
+   {
+    "account": "Debtors - LF",
+    "advance_account": null,
+    "company": "Lowe Fencing",
+    "parent": "Commercial - Installation",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Commercial - Installation",
+  "default_price_list": "Commerical Installation",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:06:42.132018",
+  "name": "Commercial - Installation",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Net 10th"
+ },
+ {
+  "accounts": [
+   {
+    "account": "Debtors - S",
+    "advance_account": null,
+    "company": "Sprinklers Northwest",
+    "parent": "Residential - Irrigation service",
+    "parentfield": "accounts",
+    "parenttype": "Customer Group"
+   }
+  ],
+  "credit_limits": [],
+  "customer_group_name": "Residential - Irrigation service",
+  "default_price_list": "Residential",
+  "docstatus": 0,
+  "doctype": "Customer Group",
+  "is_group": 0,
+  "modified": "2025-01-30 14:03:51.259924",
+  "name": "Residential - Irrigation service",
+  "old_parent": "All Customer Groups",
+  "parent_customer_group": "All Customer Groups",
+  "payment_terms": "Due on receipt"
+ }
+]

custom_ui/fixtures/letter_head.json

@@ -0,0 +1,48 @@
+[
+ {
+  "align": "Right",
+  "content": "\n\t\t\t<div style=\"text-align: right;\">\n\t\t\t\t<img src=\"/files/SNW logo31d841.jpg\" alt=\"Lowe Fencing\" width=\"200\" style=\"width: 200px;\">\n\t\t\t</div>\n\t\t",
+  "disabled": 0,
+  "docstatus": 0,
+  "doctype": "Letter Head",
+  "footer": null,
+  "footer_align": "Left",
+  "footer_image": null,
+  "footer_image_height": 0.0,
+  "footer_image_width": 0.0,
+  "footer_script": null,
+  "footer_source": "HTML",
+  "header_script": null,
+  "image": "/files/SNW logo31d841.jpg",
+  "image_height": 67.889908257,
+  "image_width": 200.0,
+  "is_default": 1,
+  "letter_head_name": "Lowe Fencing",
+  "modified": "2025-01-29 16:54:36.546007",
+  "name": "Lowe Fencing",
+  "source": "HTML"
+ },
+ {
+  "align": "Right",
+  "content": "<div style=\"text-align: right;\">\n<img src=\"/files/sprinklers-northwest.jpg\" alt=\"Sprinklers Northwest\" width=\"100.0\" style=\"width: 100.0px;\">\n</div>",
+  "disabled": 0,
+  "docstatus": 0,
+  "doctype": "Letter Head",
+  "footer": null,
+  "footer_align": "Left",
+  "footer_image": null,
+  "footer_image_height": 0.0,
+  "footer_image_width": 0.0,
+  "footer_script": null,
+  "footer_source": "HTML",
+  "header_script": null,
+  "image": "/files/sprinklers-northwest.jpg",
+  "image_height": 33.582089552,
+  "image_width": 100.0,
+  "is_default": 0,
+  "letter_head_name": "Sprinklers Northwest",
+  "modified": "2025-01-27 12:07:23.200816",
+  "name": "Sprinklers Northwest",
+  "source": "Image"
+ }
+]

custom_ui/fixtures/payment_term.json

@@ -0,0 +1,223 @@
+[
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 20.0,
+  "mode_of_payment": "Bank Draft",
+  "modified": "2025-01-03 09:11:38.199028",
+  "name": "Deposit for Spring",
+  "payment_term_name": "Deposit for Spring"
+ },
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": "Milestone #1: 30% is due upon project initiation",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 30.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 13:55:57.588606",
+  "name": "Milestone Payment",
+  "payment_term_name": "Milestone Payment"
+ },
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": "Milestone Payment 2 is due upon completion of design phase.",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 30.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 14:01:09.387776",
+  "name": "Milestone Payment #2",
+  "payment_term_name": "Milestone Payment #2"
+ },
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": "Milestone payment #3 is due upon completion of installation",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 30.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 14:02:12.045732",
+  "name": "milestone Payment #3",
+  "payment_term_name": "milestone Payment #3"
+ },
+ {
+  "credit_days": 30,
+  "credit_months": 0,
+  "description": "Payment Terms: Installments\nDue Date: Monthly payments on the [X]th of each month\nInstallment Amount: [Amount Per Installment]\nTotal Amount: [Total Invoice Amount]\n\nDescription: Payment is split into multiple installments over a period of time.",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 0.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 14:05:47.451623",
+  "name": "Installments",
+  "payment_term_name": "Installments"
+ },
+ {
+  "credit_days": 30,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after the end of the invoice month",
+  "invoice_portion": 95.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 13:44:21.019236",
+  "name": "Payment in full, less retention",
+  "payment_term_name": "Payment in full, less retention"
+ },
+ {
+  "credit_days": 90,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 5.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-13 13:44:54.391772",
+  "name": "Retention Payment",
+  "payment_term_name": "Retention Payment"
+ },
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": "Prepaid services require payment in full prior to the service date.",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 100.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-27 12:45:32.841916",
+  "name": "Prepaid",
+  "payment_term_name": "Prepaid"
+ },
+ {
+  "credit_days": 30,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 100.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-27 14:47:23.733775",
+  "name": "Net 30",
+  "payment_term_name": "Net 30"
+ },
+ {
+  "credit_days": -50,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 50.0,
+  "mode_of_payment": null,
+  "modified": "2024-11-01 13:15:13.698534",
+  "name": "50% Commitment Payment",
+  "payment_term_name": "50% Commitment Payment"
+ },
+ {
+  "credit_days": 0,
+  "credit_months": 0,
+  "description": "Remaining Balance Due upon completion of project",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 50.0,
+  "mode_of_payment": "",
+  "modified": "2024-11-01 13:18:23.029229",
+  "name": "Final Payment",
+  "payment_term_name": "Final Payment"
+ },
+ {
+  "credit_days": 10,
+  "credit_months": 0,
+  "description": "Payment due in full on the 10th of next month\n",
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after the end of the invoice month",
+  "invoice_portion": 100.0,
+  "mode_of_payment": "",
+  "modified": "2024-10-30 12:14:45.411032",
+  "name": "Net 10th",
+  "payment_term_name": "Net 10th"
+ },
+ {
+  "credit_days": 1,
+  "credit_months": 0,
+  "description": null,
+  "discount": 0.0,
+  "discount_type": "Percentage",
+  "discount_validity": 0,
+  "discount_validity_based_on": "Day(s) after invoice date",
+  "docstatus": 0,
+  "doctype": "Payment Term",
+  "due_date_based_on": "Day(s) after invoice date",
+  "invoice_portion": 100.0,
+  "mode_of_payment": null,
+  "modified": "2024-12-16 17:33:50.732656",
+  "name": "Payment due",
+  "payment_term_name": "Payment due"
+ }
+]

custom_ui/fixtures/payment_terms_template.json

@@ -0,0 +1,348 @@
+[
+ {
+  "allocate_payment_based_on_payment_terms": 1,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-13 13:49:50.909253",
+  "name": "Retainage withheld",
+  "template_name": "Retainage withheld",
+  "terms": [
+   {
+    "credit_days": 30,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after the end of the invoice month",
+    "invoice_portion": 95.0,
+    "mode_of_payment": null,
+    "parent": "Retainage withheld",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Payment in full, less retention"
+   },
+   {
+    "credit_days": 90,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 5.0,
+    "mode_of_payment": null,
+    "parent": "Retainage withheld",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Retention Payment"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-13 14:02:40.410369",
+  "name": "Progress Payments",
+  "template_name": "Progress Payments",
+  "terms": [
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": "Milestone #1: 30% is due upon project initiation",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 30.0,
+    "mode_of_payment": null,
+    "parent": "Progress Payments",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Milestone Payment"
+   },
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": "Milestone Payment 2 is due upon completion of design phase.",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 30.0,
+    "mode_of_payment": null,
+    "parent": "Progress Payments",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Milestone Payment #2"
+   },
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": "Milestone payment #3 is due upon completion of installation",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 30.0,
+    "mode_of_payment": null,
+    "parent": "Progress Payments",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "milestone Payment #3"
+   },
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": "Remaining Balance Due upon completion of project",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 10.0,
+    "mode_of_payment": "",
+    "parent": "Progress Payments",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Final Payment"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-13 14:07:00.773030",
+  "name": "Installment Payments",
+  "template_name": "Installment Payments",
+  "terms": [
+   {
+    "credit_days": 30,
+    "credit_months": 0,
+    "description": "Payment Terms: Installments\nDue Date: Monthly payments on the [X]th of each month\nInstallment Amount: [Amount Per Installment]\nTotal Amount: [Total Invoice Amount]\n\nDescription: Payment is split into multiple installments over a period of time.",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 100.0,
+    "mode_of_payment": null,
+    "parent": "Installment Payments",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Installments"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2025-01-03 09:12:35.254621",
+  "name": "20 - 30 - 50",
+  "template_name": "20 - 30 - 50",
+  "terms": [
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 20.0,
+    "mode_of_payment": "Bank Draft",
+    "parent": "20 - 30 - 50",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Deposit for Spring"
+   },
+   {
+    "credit_days": 180,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 30.0,
+    "mode_of_payment": null,
+    "parent": "20 - 30 - 50",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "50% Commitment Payment"
+   },
+   {
+    "credit_days": 200,
+    "credit_months": 0,
+    "description": "Remaining Balance Due upon completion of project",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 50.0,
+    "mode_of_payment": "",
+    "parent": "20 - 30 - 50",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Final Payment"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-27 14:46:06.969722",
+  "name": "Prepaid",
+  "template_name": "Prepaid",
+  "terms": [
+   {
+    "credit_days": 0,
+    "credit_months": 0,
+    "description": "Prepaid services require payment in full prior to the service date.",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 100.0,
+    "mode_of_payment": null,
+    "parent": "Prepaid",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Prepaid"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-11-01 13:20:36.757196",
+  "name": "Half Down",
+  "template_name": "Half Down",
+  "terms": [
+   {
+    "credit_days": 1,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 50.0,
+    "mode_of_payment": null,
+    "parent": "Half Down",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "50% Commitment Payment"
+   },
+   {
+    "credit_days": 1,
+    "credit_months": 0,
+    "description": "Remaining Balance Due upon completion of project",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 50.0,
+    "mode_of_payment": "",
+    "parent": "Half Down",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Final Payment"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-27 14:47:41.338972",
+  "name": "Net 30",
+  "template_name": "Net 30",
+  "terms": [
+   {
+    "credit_days": 30,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 100.0,
+    "mode_of_payment": null,
+    "parent": "Net 30",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Net 30"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-16 17:35:10.724856",
+  "name": "Net 10th",
+  "template_name": "Net 10th",
+  "terms": [
+   {
+    "credit_days": 15,
+    "credit_months": 0,
+    "description": "Payment due in full on the 10th of next month\n",
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after the end of the invoice month",
+    "invoice_portion": 100.0,
+    "mode_of_payment": "",
+    "parent": "Net 10th",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Net 10th"
+   }
+  ]
+ },
+ {
+  "allocate_payment_based_on_payment_terms": 0,
+  "docstatus": 0,
+  "doctype": "Payment Terms Template",
+  "modified": "2024-12-27 14:45:32.560693",
+  "name": "Due on receipt",
+  "template_name": "Due on receipt",
+  "terms": [
+   {
+    "credit_days": 1,
+    "credit_months": 0,
+    "description": null,
+    "discount": 0.0,
+    "discount_type": "Percentage",
+    "discount_validity": 0,
+    "discount_validity_based_on": "Day(s) after invoice date",
+    "due_date_based_on": "Day(s) after invoice date",
+    "invoice_portion": 100.0,
+    "mode_of_payment": null,
+    "parent": "Due on receipt",
+    "parentfield": "terms",
+    "parenttype": "Payment Terms Template",
+    "payment_term": "Payment due"
+   }
+  ]
+ }
+]

custom_ui/fixtures/project_template.json

@@ -5,8 +5,8 @@
   "company": "Sprinklers Northwest",
   "docstatus": 0,
   "doctype": "Project Template",
-  "item_groups": null,
-  "modified": "2026-01-29 09:51:46.681553",
+  "item_groups": "SNW-I, SNW-S, SNW-LS",
+  "modified": "2026-02-10 10:29:37.435176",
   "name": "SNW Install",
   "project_type": "External",
   "tasks": [
@@ -53,25 +53,5 @@
     "task": "TASK-2025-00006"
    }
   ]
- },
- {
-  "bid_meeting_note_form": null,
-  "calendar_color": null,
-  "company": "Sprinklers Northwest",
-  "docstatus": 0,
-  "doctype": "Project Template",
-  "item_groups": null,
-  "modified": "2026-01-08 10:36:39.245470",
-  "name": "Other",
-  "project_type": null,
-  "tasks": [
-   {
-    "parent": "Other",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Primary Job",
-    "task": "TASK-2025-00004"
-   }
-  ]
  }
 ]

custom_ui/fixtures/selling_settings.json

@@ -0,0 +1,32 @@
+[
+ {
+  "allow_against_multiple_purchase_orders": 1,
+  "allow_multiple_items": 1,
+  "allow_negative_rates_for_items": 0,
+  "allow_sales_order_creation_for_expired_quotation": 1,
+  "allow_zero_qty_in_quotation": 0,
+  "allow_zero_qty_in_sales_order": 0,
+  "blanket_order_allowance": 5.0,
+  "cust_master_name": "Customer Name",
+  "customer_group": "Residential - Irrigation service",
+  "dn_required": "No",
+  "docstatus": 0,
+  "doctype": "Selling Settings",
+  "dont_reserve_sales_order_qty_on_sales_return": 0,
+  "editable_bundle_item_rates": 1,
+  "editable_price_list_rate": 1,
+  "enable_discount_accounting": 0,
+  "fallback_to_default_price_list": 0,
+  "hide_tax_id": 0,
+  "maintain_same_rate_action": "Stop",
+  "maintain_same_sales_rate": 0,
+  "modified": "2025-01-30 14:03:19.895633",
+  "name": "Selling Settings",
+  "role_to_override_stop_action": null,
+  "sales_update_frequency": "Each Transaction",
+  "selling_price_list": "Standard Selling",
+  "so_required": "No",
+  "territory": "Idaho",
+  "validate_selling_price": 1
+ }
+]

custom_ui/hooks.py

@@ -232,8 +232,15 @@ fixtures = [
     {
         "dt": "Project Template"
     },
+    {"dt": "Property Setter"},
     {"dt": "Client Script"},
     {"dt": "Server Script"},
+    {"dt": "Letter Head"},
+    {"dt": "Payment Term"},
+    {"dt": "Payment Terms Template"},
+    {"dt": "Territory"},
+    {"dt": "Selling Settings"},
+    {"dt": "Customer Group"},
 ]
 
 

custom_ui/install.py

@@ -48,9 +48,9 @@ def after_migrate():
     # create_project_templates()
     create_task_types()
     # create_tasks()
-    create_bid_meeting_note_form_templates()
-    create_accounts()
     create_companies()
+    create_accounts()
+    create_bid_meeting_note_form_templates()
     # init_stripe_accounts()
 
     # update_address_fields()
@@ -725,15 +725,23 @@ def create_project_templates():
     """Create default Project Templates if they do not exist."""
     print("\n🔧 Checking for default Project Templates...")
     templates = {
-        "snw_templates": [
+        "Sprinklers Northwest": [
             {
                 "name": "SNW Install",
                 "project_type": "Service",
-                "company": "Sprinklers Northwest",
-                "calendar_color": "#FF5733"  # Example color
-                }
-            ]
-        }
+                "calendar_color": "#FF5733",  # Example color
+                "item_groups": "SNW-I, SNW-S, SNW-LS"
+            }
+        ]
+    }
+
+    for company, template_list in templates.items():
+        for template in template_list:
+            if frappe.db.exists("Project Template", template["name"]):
+                continue
+
+            doc = frappe.get_doc(template)
+            doc.insert(ignore_permissions=True)
 
 
 def create_bid_meeting_note_form_templates():
@@ -811,10 +819,17 @@ def create_bid_meeting_note_form_templates():
     for company, form_list in forms.items():
         for form in form_list:
             # Idempotency check
-            if frappe.db.exists(
-                "Bid Meeting Note Form",
-                {"title": form["title"], "company": company},
-            ):
+            bid_meeting_filter = {"title": form["title"], "company": company}
+            # Get the id of the Bid Meeting Note Form if it exists
+            bid_meeting_notes_id = frappe.db.exists("Bid Meeting Note Form", bid_meeting_filter)
+            if bid_meeting_notes_id:
+                # Check if the project template is connected to this Bid Meetings Note Form
+                template_connection = frappe.db.get_value("Project Template",
+                                                          form["project_template"], "bid_meeting_note_form")
+                if not template_connection:
+                    # Connect the Bid Meeting Note Form and Project Template
+                    frappe.db.set_value("Project Template", form["project_template"],
+                                        "bid_meeting_note_form", bid_meeting_notes_id)
                 continue
 
             doc = frappe.new_doc("Bid Meeting Note Form")
@@ -847,6 +862,8 @@ def create_bid_meeting_note_form_templates():
                 )
 
             doc.insert(ignore_permissions=True)
+            frappe.db.set_value("Project Template", form["project_template"],
+                                "bid_meeting_note_form", doc.name)
 
 
 def create_companies():
@@ -876,17 +893,6 @@ def create_companies():
             'chart_of_accounts': 'Standard',
             'enable_perpetual_inventory': 1
         },
-        {
-            'company_name': 'sprinklersnorthwest (Demo)',
-            'abbr': 'SD',
-            'default_currency': 'USD',
-            'country': 'United States',
-            'is_group': 0,
-            'parent_company': None,
-            'create_chart_of_accounts_based_on': 'Standard Template',
-            'chart_of_accounts': 'Standard',
-            'enable_perpetual_inventory': 1
-        },
         {
             'company_name': 'Lowe Fencing',
             'abbr': 'LF',
@@ -931,7 +937,7 @@ def create_companies():
         doc = frappe.get_doc(data)
         doc.insert(ignore_permissions=True)
         set_default_accounts(doc)
-        
+
 def set_default_accounts(company_doc):
     """Set default accounts for a company after creation."""
     abbr = company_doc.abbr
@@ -942,8 +948,8 @@ def set_default_accounts(company_doc):
     company_doc.default_expense_account = f"Cost of Goods Sold - {abbr}"
     company_doc.cost_center = f"Main - {abbr}"
     company_doc.save(ignore_permissions=True)
-    
-    
+
+
 
 
 def create_accounts():