update doctype workflows and events for Sales Order creation from Quotation
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483942d2ca
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7 changed files with 106 additions and 81 deletions
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@ -104,56 +104,76 @@ def get_estimate_from_address(full_address):
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@frappe.whitelist()
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def send_estimate_email(estimate_name):
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# def send_estimate_email_job(estimate_name):
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print("DEBUG: Sending estimate email for:", estimate_name)
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quotation = frappe.get_doc("Quotation", estimate_name)
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try:
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print("DEBUG: Sending estimate email for:", estimate_name)
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quotation = frappe.get_doc("Quotation", estimate_name)
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party_exists = frappe.db.exists(quotation.quotation_to, quotation.party_name)
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if not party_exists:
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return build_error_response("No email found for the customer.", 400)
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party = frappe.get_doc(quotation.quotation_to, quotation.party_name)
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email = None
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if (getattr(party, 'email_id', None)):
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email = party.email_id
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elif (getattr(party, 'contact_ids', None) and len(party.email_ids) > 0):
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primary = next((e for e in party.email_ids if e.is_primary), None)
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email = primary.email_id if primary else party.email_ids[0].email_id
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if not email and quotation.custom_installation_address:
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address = frappe.get_doc("Address", quotation.custom_installation_address)
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email = getattr(address, 'email_id', None)
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if not email:
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return build_error_response("No email found for the customer or address.", 400)
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# email = "casey@shilohcode.com"
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template_name = "Quote with Actions - SNW"
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template = frappe.get_doc("Email Template", template_name)
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message = frappe.render_template(template.response, {"name": quotation.name})
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subject = frappe.render_template(template.subject, {"doc": quotation})
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print("DEBUG: Message: ", message)
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print("DEBUG: Subject: ", subject)
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html = frappe.get_print("Quotation", quotation.name, print_format="Quotation - SNW - Standard", letterhead=True)
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print("DEBUG: Generated HTML for PDF.")
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pdf = get_pdf(html)
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print("DEBUG: Generated PDF for email attachment.")
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frappe.sendmail(
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recipients=email,
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subject=subject,
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content=message,
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doctype="Quotation",
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name=quotation.name,
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read_receipt=1,
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print_letterhead=1,
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attachments=[{"fname": f"{quotation.name}.pdf", "fcontent": pdf}]
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)
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print(f"DEBUG: Email sent to {email} successfully.")
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quotation.custom_current_status = "Submitted"
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quotation.custom_sent = 1
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quotation.save()
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updated_quotation = frappe.get_doc("Quotation", estimate_name)
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print("DEBUG: Quotation submitted successfully.")
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return build_success_response(updated_quotation.as_dict())
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except Exception as e:
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print(f"DEBUG: Error in send_estimate_email: {str(e)}")
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return build_error_response(str(e), 500)
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@frappe.whitelist(allow_guest=True)
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def update_response(name, response):
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"""Update the response for a given estimate."""
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estimate = frappe.get_doc("Quotation", name)
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accepted = True if response == "Accepted" else False
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new_status = "Estimate Accepted" if accepted else "Lost"
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party_exists = frappe.db.exists(quotation.quotation_to, quotation.party_name)
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if not party_exists:
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return build_error_response("No email found for the customer.", 400)
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party = frappe.get_doc(quotation.quotation_to, quotation.party_name)
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email = None
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if (getattr(party, 'email_id', None)):
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email = party.email_id
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elif (getattr(party, 'contact_ids', None) and len(party.email_ids) > 0):
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primary = next((e for e in party.email_ids if e.is_primary), None)
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email = primary.email_id if primary else party.email_ids[0].email_id
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if not email and quotation.custom_installation_address:
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address = frappe.get_doc("Address", quotation.custom_installation_address)
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email = getattr(address, 'email_id', None)
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if not email:
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return build_error_response("No email found for the customer or address.", 400)
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# email = "casey@shilohcode.com"
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template_name = "Quote with Actions - SNW"
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template = frappe.get_doc("Email Template", template_name)
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message = frappe.render_template(template.response, {"name": quotation.name})
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subject = frappe.render_template(template.subject, {"doc": quotation})
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print("DEBUG: Message: ", message)
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print("DEBUG: Subject: ", subject)
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html = frappe.get_print("Quotation", quotation.name, print_format="Quotation - SNW - Standard", letterhead=True)
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print("DEBUG: Generated HTML for PDF.")
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pdf = get_pdf(html)
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print("DEBUG: Generated PDF for email attachment.")
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frappe.sendmail(
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recipients=email,
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subject=subject,
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content=message,
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doctype="Quotation",
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name=quotation.name,
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read_receipt=1,
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print_letterhead=1,
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attachments=[{"fname": f"{quotation.name}.pdf", "fcontent": pdf}]
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)
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print(f"DEBUG: Email sent to {email} successfully.")
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quotation.custom_current_status = "Submitted"
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quotation.custom_sent = 1
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quotation.save()
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quotation.submit()
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updated_quotation = frappe.get_doc("Quotation", estimate_name)
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print("DEBUG: Quotation submitted successfully.")
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return build_success_response(updated_quotation.as_dict())
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estimate.custom_response = response
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estimate.custom_current_status = new_status
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estimate.custom_followup_needed = 1 if response == "Requested call" else 0
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estimate.flags.ignore_permissions = True
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estimate.save()
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frappe.db.commit()
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@frappe.whitelist()
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def upsert_estimate(data):
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@ -193,6 +213,7 @@ def upsert_estimate(data):
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new_estimate = frappe.get_doc({
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"doctype": "Quotation",
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"custom_installation_address": data.get("address_name"),
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"custom_current_status": "Draft",
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"contact_email": data.get("contact_email"),
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"party_name": data.get("contact_name"),
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"company": "Sprinklers Northwest",
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@ -210,14 +231,4 @@ def upsert_estimate(data):
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except Exception as e:
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print(f"DEBUG: Error in upsert_estimate: {str(e)}")
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return build_error_response(str(e), 500)
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@frappe.whitelist()
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def lock_estimate(estimate_name):
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"""Lock an estimate to prevent further edits."""
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try:
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estimate = frappe.get_doc("Quotation", estimate_name)
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estimate.submit()
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final_estimate = frappe.get_doc("Quotation", estimate_name)
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return build_success_response(final_estimate.as_dict())
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except Exception as e:
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return build_error_response(str(e), 500)
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17
custom_ui/api/db/sales_orders.py
Normal file
17
custom_ui/api/db/sales_orders.py
Normal file
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@ -0,0 +1,17 @@
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import frappe
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from custom_ui.db_utils import build_success_response, build_error_response
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from erpnext.selling.doctype.quotation.quotation import make_sales_order
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@frappe.whitelist()
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def create_sales_order_from_estimate(estimate_name):
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"""Create a Sales Order from a given Estimate (Quotation)."""
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try:
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estimate = frappe.get_doc("Quotation", estimate_name)
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if estimate.custom_current_status != "Estimate Accepted":
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raise Exception("Estimate must be accepted to create a Sales Order.")
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new_sales_order = make_sales_order(estimate_name)
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new_sales_order.custom_requires_half_payment = estimate.requires_half_payment
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new_sales_order.insert()
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return build_success_response(new_sales_order.as_dict())
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except Exception as e:
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return build_error_response(str(e), 500)
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