diff --git a/custom_ui/api/db/bid_meetings.py b/custom_ui/api/db/bid_meetings.py index f8b560a..f0b04a0 100644 --- a/custom_ui/api/db/bid_meetings.py +++ b/custom_ui/api/db/bid_meetings.py @@ -120,6 +120,7 @@ def submit_bid_meeting_note_form(bid_meeting, project_template, fields, form_tem }) new_bid_meeting_note_doc.insert(ignore_permissions=True) for field_row, field in zip(new_bid_meeting_note_doc.fields, fields): + print(f"DEBUG: {field_row.label} - {field.get("label")}") if not isinstance(field.get("value"), list): continue for item in field["value"]: diff --git a/custom_ui/fixtures/custom_field.json b/custom_ui/fixtures/custom_field.json index cfcc5ed..e3d8e59 100644 --- a/custom_ui/fixtures/custom_field.json +++ b/custom_ui/fixtures/custom_field.json @@ -1,4 +1,175 @@ [ + { + "allow_in_quick_entry": 0, + "allow_on_submit": 1, + "bold": 0, + "collapsible": 0, + "collapsible_depends_on": null, + "columns": 0, + "default": null, + "depends_on": null, + "description": null, + "docstatus": 0, + "doctype": "Custom Field", + "dt": "Workflow", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "workflow_state", + "fieldtype": "Link", + "hidden": 1, + "hide_border": 0, + "hide_days": 0, + "hide_seconds": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_preview": 0, + "in_standard_filter": 0, + "insert_after": null, + "is_system_generated": 0, + "is_virtual": 0, + "label": "Workflow State", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2024-10-21 09:14:01.453912", + "module": null, + "name": "Workflow-workflow_state", + "no_copy": 1, + "non_negative": 0, + "options": "Workflow State", + "permlevel": 0, + "placeholder": null, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "print_width": null, + "read_only": 0, + "read_only_depends_on": null, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "show_dashboard": 0, + "sort_options": 0, + "translatable": 0, + "unique": 0, + "width": null + }, + { + "allow_in_quick_entry": 0, + "allow_on_submit": 1, + "bold": 0, + "collapsible": 0, + "collapsible_depends_on": null, + "columns": 0, + "default": null, + "depends_on": null, + "description": null, + "docstatus": 0, + "doctype": "Custom Field", + "dt": "Follow Up Checklist", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "workflow_state", + "fieldtype": "Link", + "hidden": 1, + "hide_border": 0, + "hide_days": 0, + "hide_seconds": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_preview": 0, + "in_standard_filter": 0, + "insert_after": null, + "is_system_generated": 0, + "is_virtual": 0, + "label": "Workflow State", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2024-10-29 16:56:25.454423", + "module": null, + "name": "Follow Up Checklist-workflow_state", + "no_copy": 1, + "non_negative": 0, 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"is_system_generated": 0, + "is_virtual": 0, + "label": "Workflow State", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2024-12-11 15:02:40.387286", + "module": null, + "name": "Fencing Job Queue-workflow_state", + "no_copy": 1, + "non_negative": 0, + "options": "Workflow State", + "permlevel": 0, + "placeholder": null, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "print_width": null, + "read_only": 0, + "read_only_depends_on": null, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "show_dashboard": 0, + "sort_options": 0, + "translatable": 0, + "unique": 0, + "width": null + }, { "allow_in_quick_entry": 0, "allow_on_submit": 0, @@ -8,13 +179,13 @@ "columns": 0, "default": null, "depends_on": null, - "description": "The company associated with this project template.", + "description": null, "docstatus": 0, "doctype": "Custom Field", - "dt": "Project Template", - "fetch_from": null, + "dt": "Job Card", + 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"territory", + "is_system_generated": 0, + "is_virtual": 0, + "label": "", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2025-04-18 05:08:25.790452", + "module": null, + "name": "Quotation-custom_column_break_q8yhe", + "no_copy": 0, + "non_negative": 0, + "options": null, + "permlevel": 0, + "placeholder": null, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "print_width": null, + "read_only": 0, + "read_only_depends_on": null, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "show_dashboard": 0, + "sort_options": 0, + "translatable": 0, + "unique": 0, + "width": null } ] \ No newline at end of file diff --git a/custom_ui/install.py b/custom_ui/install.py index 45c9a6c..b39f4c9 100644 --- a/custom_ui/install.py +++ b/custom_ui/install.py @@ -20,7 +20,10 @@ def after_install(): update_onsite_meeting_fields() update_address_fields() check_and_create_holiday_list() - create_snw_install_task_types() + create_project_templates() + create_task_types() + create_tasks() + create_bid_meeting_note_form_templates() build_frontend() def after_migrate(): @@ -35,7 +38,10 @@ def after_migrate(): frappe.reload_doctype(doctype) check_and_create_holiday_list() - create_snw_install_task_types() + # create_project_templates() + create_task_types() + # create_tasks + # create_bid_meeting_note_form_templates() # update_address_fields() # build_frontend() @@ -1024,10 +1030,11 @@ def get_all_sundays(year): return sundays -def create_snw_install_task_types(): +def create_task_types(): task_types = [ { - "title": "Locate", + "title": "811/Locate", + "name": "811/Locate", "description": "Utility locate request prior to installation start.", "base_date": "Start", "offset_days": 7, @@ -1037,6 +1044,7 @@ def create_snw_install_task_types(): }, { "title": "Permit", + "name": "Permit", "description": "Permits required prior to installation start.", "base_date": "Start", "offset_days": 7, @@ -1046,6 +1054,7 @@ def create_snw_install_task_types(): }, { "title": "1/2 Down Payment", + "name": "1/2 Down Payment", "description": "Collect half down payment on project creation.", "calculate_from": "Project", "trigger": "Created", @@ -1053,6 +1062,7 @@ def create_snw_install_task_types(): }, { "title": "Machine Staging", + "name": "Machine Staging", "description": "Stage machinery one day before installation start.", "base_date": "Start", "offset_days": 1, @@ -1062,6 +1072,7 @@ def create_snw_install_task_types(): }, { "title": "Final Invoice", + "name": "Final Invoice", "description": "Send final invoice within 5 days of job completion.", "base_date": "Completion", "offset_days": 5, @@ -1071,6 +1082,7 @@ def create_snw_install_task_types(): }, { "title": "Backflow Test", + "name": "Backflow Test", "description": "Backflow test after job completion if quoted.", "base_date": "Completion", "offset_days": 0, @@ -1080,6 +1092,7 @@ def create_snw_install_task_types(): }, { "title": "Schedule Permit Inspection", + "name": "Schedule Permit Inspection", "description": "Schedule permit inspection 5 days after completion.", "base_date": "Completion", "offset_days": 5, @@ -1089,6 +1102,7 @@ def create_snw_install_task_types(): }, { "title": "15 Day Warranty Follow-Up", + "name": "15 Day Warranty Follow-Up", "description": "15-day warranty follow-up after completion.", "base_date": "Completion", "offset_days": 15, @@ -1098,6 +1112,7 @@ def create_snw_install_task_types(): }, { "title": "30 Day Warranty Check", + "name": "30 Day Warranty Check", "description": "30-day warranty check after completion.", "base_date": "Completion", "offset_days": 30, @@ -1107,6 +1122,7 @@ def create_snw_install_task_types(): }, { "title": "30 Day Payment Reminder", + "name": "30 Day Payment Reminder", "description": "Payment reminder sent 30 days after completion.", "base_date": "Completion", "offset_days": 30, @@ -1116,6 +1132,7 @@ def create_snw_install_task_types(): }, { "title": "60 Day Late Payment Notice", + "name": "60 Day Late Payment Notice", "description": "Late payment notification at 60 days post completion.", "base_date": "Completion", "offset_days": 60, @@ -1125,6 +1142,7 @@ def create_snw_install_task_types(): }, { "title": "80 Day Lien Notice", + "name": "80 Day Lien Notice", "description": "Lien notice if payment is still late after 80 days.", "base_date": "Completion", "offset_days": 80, @@ -1134,6 +1152,7 @@ def create_snw_install_task_types(): }, { "title": "365 Day Warranty Call / Walk", + "name": "365 Day Warranty Call / Walk", "description": "One-year warranty call or walk-through.", "base_date": "Completion", "offset_days": 365, @@ -1145,12 +1164,13 @@ def create_snw_install_task_types(): for task_type in task_types: # Idempotency check - if frappe.db.exists("Task Type", task_type["title"]): + if frappe.db.exists("Task Type", task_type["name"]): continue doc = frappe.get_doc({ "doctype": "Task Type", "title": task_type["title"], + "name": task_type["name"], "description": task_type["description"], "base_date": task_type.get("base_date"), "offset_days": task_type.get("offset_days", 0), @@ -1161,5 +1181,141 @@ def create_snw_install_task_types(): }) doc.insert(ignore_permissions=True) + - frappe.db.commit() \ No newline at end of file + frappe.db.commit() + +def create_tasks(): + print("\n🔧 Creating default Tasks if they do not exist...") + default_tasks = [ + { + "task_name": "Initial Consultation", + "description": "Conduct an initial consultation with the client to discuss project requirements.", + "status": "Open", + "priority": "High", + "type": "Consultation" + }, + { + "task_name": "Site Survey", + "description": "Perform a site survey to assess conditions and gather necessary data.", + "status": "Open", + "priority": "Medium" + }, + { + "task_name": "Design Proposal", + "description": "Prepare and present a design proposal based on client needs and site survey findings.", + "status": "Open", + "priority": "High" + } + ] + + for task in default_tasks: + if frappe.db.exists("Task", task["task_name"]): + continue + doc = frappe.get_doc({ + "doctype": "Task", + "is_template": 1, + "task_name": task["task_name"], + "description": task["description"], + "status": task["status"], + "priority": task["priority"], + "type": task["type"] + }) + doc.insert(ignore_permissions=True) + +def create_project_templates(): + """Create default Project Templates if they do not exist.""" + print("\n🔧 Checking for default Project Templates...") + templates = { + "snw_templates": [ + { + "name": "SNW Install", + "project_type": "Service", + "company": "Sprinklers Northwest", + "calendar_color": "#FF5733" # Example color + } + ] + } + +def create_bid_meeting_note_form_templates(): + """Create Bid Meeting Note Forms if they do not exist.""" + print("\n🔧 Checking for Bid Meeting Note Forms...") + forms = { + "Sprinklers Northwest": [ + { + "name": "SNW Install Bid Meeting Notes", + "title": "SNW Install Bid Meeting Notes", + "description": "Notes form for SNW Install bid meetings.", + "project_template": "SNW Install", + "fields": [{ + "label": "Locate Needed", + "type": "Check", + "required": 1, + "help_text": "Indicate if a locate is needed for this project.", + "row": 1, + "column": 1 + }, + { + "label": "Permit Needed", + "type": "Check", + "required": 1, + "help_text": "Indicate if a permit is needed for this project.", + "row": 1, + "column": 2 + }, + { + "label": "Back Flow Test Required", + "type": "Check", + "required": 1, + "help_text": "Indicate if a backflow test is required after installation.", + "row": 1, + "column": 3 + }, + { + "label": "Machine Access", + "type": "Check", + "required": 1, + "row": 2, + "column": 1 + }, + { + "label": "Machines", + "type": "Multi-Select", + "options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer", + "required": 0, + "include_options": 1, + "conditional_on_field": "Machine Access", + "row": 2, + "column": 2 + }, + { + "label": "Materials Required", + "type": "Check", + "required": 1, + "row": 3, + "column": 0 + }, + { + "label": "Materials", + "type": "Multi-Select w/ Quantity", + "required": 0, + "doctype_for_select": "Item", + "conditional_on_field": "Materials Required", + "doctype_label_field": "itemName", + "row": 4, + "column": 0 + }] + }]} + for company, form_list in forms.items(): + for form in form_list: + if frappe.db.exists("Bid Meeting Note Form", form["name"]): + continue + doc = frappe.get_doc({ + "doctype": "Bid Meeting Note Form", + "company": company, + "title": form["title"], + "description": form["description"], + "project_template": form["project_template"], + "fields": form["fields"] + }) + doc.insert(ignore_permissions=True) diff --git a/frontend/src/api.js b/frontend/src/api.js index 444c101..01e1baf 100644 --- a/frontend/src/api.js +++ b/frontend/src/api.js @@ -219,6 +219,12 @@ class Api { }); } + static async getBidMeetingNote(name) { + return await this.request("custom_ui.api.db.bid_meetings.get_bid_meeting_note", { + name, + }); + } + // ============================================================================ // ESTIMATE / QUOTATION METHODS // ============================================================================ diff --git a/frontend/src/components/modals/BidMeetingNotes.vue b/frontend/src/components/modals/BidMeetingNotes.vue new file mode 100644 index 0000000..e3ad6e4 --- /dev/null +++ b/frontend/src/components/modals/BidMeetingNotes.vue @@ -0,0 +1,532 @@ + + + + + diff --git a/frontend/src/components/modals/MeetingDetailsModal.vue b/frontend/src/components/modals/MeetingDetailsModal.vue index d0ad0a3..9df306b 100644 --- a/frontend/src/components/modals/MeetingDetailsModal.vue +++ b/frontend/src/components/modals/MeetingDetailsModal.vue @@ -1,11 +1,12 @@