This commit is contained in:
Casey 2026-02-18 06:56:19 -06:00
parent e2746b83bb
commit 1610905a43
16 changed files with 3303 additions and 2521 deletions

View file

@ -9,6 +9,101 @@ from custom_ui.services import AddressService, ContactService, ClientService
# CLIENT MANAGEMENT API METHODS
# ===============================================================================
@frappe.whitelist()
def add_addresses_contacts(client_name, company_name, addresses=[], contacts=[]):
if isinstance(addresses, str):
addresses = json.loads(addresses)
if isinstance(contacts, str):
contacts = json.loads(contacts)
print(f"DEBUG: add_addresses_contacts called with client_name: {client_name}, addresses: {addresses}, contacts: {contacts}")
try:
client_doc = ClientService.get_client_or_throw(client_name)
if contacts:
contact_docs = [frappe.get_doc("Contact", contact.contact) for contact in client_doc.contacts]
for contact in contacts:
contact_doc = None
if frappe.db.exists("Contact", {"email_id": contact.get("email")}):
contact_doc = frappe.get_doc("Contact", {"email_id": contact.get("email")})
else:
contact_doc = ContactService.create({
"first_name": contact.get("first_name"),
"last_name": contact.get("last_name"),
"email_id": contact.get("email"),
"role": contact.get("role"),
"phone": contact.get("phone"),
"custom_email": contact.get("email"),
"is_primary_contact": 0,
"customer_type": client_doc.doctype,
"customer_name": client_doc.name,
"email_ids": [{
"email": contact.get("email"),
"is_primary": 1
}],
"phone_nos": [{
"phone": contact.get("phone"),
"is_primary_phone": 1,
"is_primary_mobile_no": 1
}]
})
contact_doc.insert()
ClientService.append_link_v2(client_doc.name, "contacts", {"contact": contact_doc.name})
ContactService.link_contact_to_customer(contact_doc, client_doc.doctype, client_doc.name)
contact_docs.append(contact_doc)
address_docs = [frappe.get_doc("Address", link.address) for link in client_doc.properties]
for address in addresses:
address_doc = None
if frappe.db.exists("Address", {
"address_line1": address.get("address_line1"),
"address_line2": address.get("address_line2"),
"city": address.get("city"),
# "state": address.get("state"),
"pincode": address.get("pincode")
}):
address_doc = frappe.get_doc("Address", {
"address_line1": address.get("address_line1"),
"address_line2": address.get("address_line2"),
"city": address.get("city"),
# "state": address.get("state"),
"pincode": address.get("pincode")
})
else:
address_doc = AddressService.create({
"address_title": AddressService.build_address_title(customer_name=client_name, address_data=address),
"address_line1": address.get("address_line1"),
"address_line2": address.get("address_line2"),
"city": address.get("city"),
"state": address.get("state"),
"pincode": address.get("pincode"),
"country": "United States",
"address_type": "Service",
"custom_billing_address": 0,
"is_primary_address": 0,
"is_service_address": 1,
"customer_type": client_doc.doctype,
"customer_name": client_doc.name
})
address_doc.insert()
if company_name not in [company.company for company in address_doc.companies]:
address_doc.append("companies", {"company": company_name})
address_doc.save(ignore_permissions=True)
AddressService.link_address_to_customer(address_doc, client_doc.doctype, client_doc.name)
for contact_to_link_idx in address.get("contacts", []):
contact_doc = contact_docs[contact_to_link_idx]
AddressService.link_address_to_contact(address_doc, contact_doc.name)
ContactService.link_contact_to_address(contact_doc, address_doc.name)
primary_contact = contact_docs[address.get("primary_contact", 0)]
AddressService.set_primary_contact(address_doc.name, primary_contact.name)
ClientService.append_link_v2(client_doc.name, "properties", {"address": address_doc.name})
address_docs.append(address_doc)
return build_success_response({
"contacts": [contact.as_dict() for contact in contact_docs],
"addresses": [address.as_dict() for address in address_docs],
"message": "Addresses and contacts added successfully."
})
except Exception as e:
return build_error_response(str(e), 500)
@frappe.whitelist()
def check_client_exists(client_name):
"""Check if a client exists as either a Customer or a Lead.