add project template into estimate creation to help project generation flow

custom_ui/api/db/estimates.py

@@ -429,6 +429,7 @@ def upsert_estimate(data):
                 "customer_address": data.get("address_name"),
                 "contact_person": data.get("contact_name"),
                 "letter_head": data.get("company"),
+                "custom_project_template": data.get("project_template", None)
             })
             for item in data.get("items", []):
                 item = json.loads(item) if isinstance(item, str) else item

custom_ui/api/db/jobs.py

@@ -5,6 +5,17 @@ from custom_ui.db_utils import process_query_conditions, build_datatable_dict, g
 # JOB MANAGEMENT API METHODS
 # ===============================================================================
 
+@frappe.whitelist()
+def get_job_templates(company=None):
+    """Get list of job (project) templates."""
+    filters = {}
+    if company:
+        filters["company"] = company
+    try:
+        templates = frappe.get_all("Project Template", fields=["*"], filters=filters)
+        return build_success_response(templates)
+    except Exception as e:
+        return build_error_response(str(e), 500)
 
 @frappe.whitelist()
 def create_job_from_sales_order(sales_order_name):

custom_ui/fixtures/custom_field.json

@@ -1,59 +1 @@
-[
- {
-  "allow_in_quick_entry": 0,
-  "allow_on_submit": 0,
-  "bold": 0,
-  "collapsible": 0,
-  "collapsible_depends_on": null,
-  "columns": 0,
-  "default": null,
-  "depends_on": null,
-  "description": null,
-  "docstatus": 0,
-  "doctype": "Custom Field",
-  "dt": "Lead",
-  "fetch_from": null,
-  "fetch_if_empty": 0,
-  "fieldname": "custom_customer_name",
-  "fieldtype": "Data",
-  "hidden": 0,
-  "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": "last_name",
-  "is_system_generated": 0,
-  "is_virtual": 0,
-  "label": "Customer Name",
-  "length": 0,
-  "link_filters": null,
-  "mandatory_depends_on": null,
-  "modified": "2026-01-07 04:41:50.654606",
-  "module": null,
-  "name": "Lead-custom_customer_name",
-  "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": 1,
-  "unique": 0,
-  "width": null
- }
-]
+[]

custom_ui/fixtures/doctype.json

@@ -498,8 +498,8 @@
   "make_attachments_public": 0,
   "max_attachments": 0,
   "menu_index": null,
-  "migration_hash": null,
-  "modified": "2026-01-02 11:26:31.164108",
+  "migration_hash": "2521636464aadbebbd70dfbf13252950",
+  "modified": "2026-01-07 11:10:03.317996",
   "module": "Selling",
   "name": "Quotation Template",
   "naming_rule": "",
@@ -996,8 +996,8 @@
   "make_attachments_public": 0,
   "max_attachments": 0,
   "menu_index": null,
-  "migration_hash": null,
-  "modified": "2025-12-23 02:00:30.908719",
+  "migration_hash": "2521636464aadbebbd70dfbf13252950",
+  "modified": "2026-01-07 11:10:03.406758",
   "module": "Selling",
   "name": "Quotation Template Item",
   "naming_rule": "",

custom_ui/hooks.py

@@ -191,7 +191,17 @@ fixtures = [
         "dt": "Custom Field",
         "filters": [
             ["dt", "=", "Quotation"],
-            ["fieldname", "=", "custom_quotation_template"]
+            ["fieldname", "in", [
+                "custom_quotation_template",
+                "custom_project_template"
+            ]]
+        ]
+    },
+    {
+        "dt": "Custom Field",
+        "filters": [
+            ["dt", "=", "Sales Order"],
+            ["fieldname", "=", "custom_project_template"]
         ]
     },
     {
@@ -200,6 +210,13 @@ fixtures = [
             ["dt", "=", "Lead"],
             ["fieldname", "=", "custom_customer_name"]
         ]
+    },
+    {
+        "dt": "Custom Field",
+        "filters": [
+            ["dt", "=", "Project Template"],
+            ["fieldname", "=", "company"]
+        ]
     }
 ]
 

custom_ui/install.py

@@ -193,6 +193,24 @@ def add_custom_fields():
                 fieldtype="Check",
                 default=0,
                 insert_after="custom_installation_address"
+            ),
+            dict(
+                fieldname="custom_project_template",
+                label="Project Template",
+                fieldtype="Link",
+                options="Project Template",
+                insert_after="custom_quotation_template",
+                module="custom_ui",
+                description="The project template to use when creating a project from this quotation."
+            ),
+            dict(
+                fieldname="custom_quotation_template",
+                label="Quotation Template",
+                fieldtype="Link",
+                options="Quotation Template",
+                insert_after="terms_and_conditions",
+                module="custom_ui",
+                description="The template used for generating this quotation."
             )
         ],
         "Sales Order": [
@@ -202,6 +220,25 @@ def add_custom_fields():
                 fieldtype="Check",
                 default=0,
                 insert_after="custom_installation_address"
+            ),
+            dict(
+                fieldname="custom_project_template",
+                label="Project Template",
+                fieldtype="Link",
+                options="Project Template",
+                module="custom_ui",
+                description="The project template to use when creating a project from this sales order."
+            )
+        ],
+        "Project Template": [
+            dict(
+                fieldname="company",
+                label="Company",
+                fieldtype="Link",
+                options="Company",
+                insert_after="project_type",
+                module="custom_ui",
+                description="The company associated with this project template."
             )
         ]
     }