add project template into estimate creation to help project generation flow

This commit is contained in:
Casey 2026-01-07 16:12:31 -06:00
parent 8f90ef09fb
commit 54ae6d14f8
8 changed files with 118 additions and 66 deletions

View file

@ -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."
)
]
}