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,
+  "migration_hash": "2521636464aadbebbd70dfbf13252950",
-  "modified": "2026-01-02 11:26:31.164108",
+  "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,
+  "migration_hash": "2521636464aadbebbd70dfbf13252950",
-  "modified": "2025-12-23 02:00:30.908719",
+  "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."
             )
         ]
     }

frontend/src/api.js

@@ -20,6 +20,7 @@ const FRAPPE_GET_JOBS_METHOD = "custom_ui.api.db.jobs.get_jobs_table_data";
 const FRAPPE_UPSERT_JOB_METHOD = "custom_ui.api.db.jobs.upsert_job";
 const FRAPPE_GET_JOB_TASK_LIST_METHOD = "custom_ui.api.db.jobs.get_job_task_table_data";
 const FRAPPE_GET_INSTALL_PROJECTS_METHOD = "custom_ui.api.db.jobs.get_install_projects";
+const FRAPPE_GET_JOB_TEMPLATES_METHOD = "custom_ui.api.db.jobs.get_job_templates";
 // Invoice methods
 const FRAPPE_GET_INVOICES_METHOD = "custom_ui.api.db.invoices.get_invoice_table_data";
 const FRAPPE_UPSERT_INVOICE_METHOD = "custom_ui.api.db.invoices.upsert_invoice";
@@ -236,6 +237,10 @@ class Api {
 	// JOB / PROJECT METHODS
 	// ============================================================================
 
+	static async getJobTemplates(company) {
+		return await this.request(FRAPPE_GET_JOB_TEMPLATES_METHOD, { company });
+	}
+	
 	static async getJobDetails() {
 		const projects = await this.getDocsList("Project");
 		const data = [];

frontend/src/components/pages/Estimate.vue

@@ -59,6 +59,23 @@
 			</div>
 		</div>
 
+		<!-- Project Template Section -->
+		<div class="project-template-section">
+			<label for="projectTemplate" class="field-label">
+				Project Template
+				<span class="required">*</span>
+			</label>
+			<Select
+				v-model="formData.projectTemplate"
+				:options="projectTemplates"
+				optionLabel="name"
+				optionValue="name"
+				placeholder="Select a project template"
+				:disabled="!isEditable"
+				fluid
+			/>
+		</div>
+
 		<!-- Template Section -->
 		<div class="template-section">
 			<div v-if="isNew">
@@ -356,6 +373,7 @@ const formData = reactive({
 	contact: "",
 	estimateName: null,
 	requiresHalfPayment: false,
+	projectTemplate: null,
 });
 
 const selectedAddress = ref(null);
@@ -369,6 +387,7 @@ const quotationItems = ref([]);
 const selectedItems = ref([]);
 const responses = ref(["Accepted", "Rejected"]);
 const templates = ref([]);
+const projectTemplates = ref([]);
 const selectedTemplate = ref(null);
 
 const showAddressModal = ref(false);
@@ -396,6 +415,16 @@ const itemColumns = [
 ];
 
 // Methods
+const fetchProjectTemplates = async () => {
+	try {
+		const result = await Api.getJobTemplates(company.currentCompany);
+		projectTemplates.value = [...result, { name: "Other" }];
+	} catch (error) {
+		console.error("Error fetching project templates:", error);
+		notificationStore.addNotification("Failed to fetch project templates", "error");
+	}
+};
+
 const fetchTemplates = async () => {
 	if (!isNew.value) return;
 	try {
@@ -556,6 +585,10 @@ const onQtyChange = (item) => {
 };
 
 const saveDraft = async () => {
+	if (!formData.projectTemplate) {
+		notificationStore.addNotification("Project Template is required.", "error");
+		return;
+	}
 	isSubmitting.value = true;
 	try {
 		const data = {
@@ -570,6 +603,7 @@ const saveDraft = async () => {
 			})),
 			estimateName: formData.estimateName,
 			requiresHalfPayment: formData.requiresHalfPayment,
+			projectTemplate: formData.projectTemplate,
 			company: company.currentCompany
 		};
 		estimate.value = await Api.createEstimate(data);
@@ -673,7 +707,10 @@ watch(
 );
 
 watch(() => company.currentCompany, () => {
+	if (isNew.value) {
 		fetchTemplates();
+		fetchProjectTemplates();
+	}
 });
 
 // Watch for query param changes to refresh page behavior
@@ -773,6 +810,7 @@ onMounted(async () => {
 	} catch (error) {
 		console.error("Error loading quotation items:", error);
 	}
+	fetchProjectTemplates();
 	
 	if (isNew.value) {
 		fetchTemplates();
@@ -854,6 +892,7 @@ onMounted(async () => {
 
 .address-section,
 .contact-section,
+.project-template-section,
 .template-section {
 	margin-bottom: 1.5rem;
 }