update

custom_ui/api/db/clients.py

@@ -127,83 +127,83 @@ def check_client_exists(client_name):
 def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=None):
     """Get counts of clients by status categories with optional weekly filtering."""
     # Build base filters for date range if weekly filtering is enabled
-    try:
+    # try:
-        base_filters = {}
+    #     base_filters = {}
-        if weekly and week_start_date and week_end_date:
+    #     if weekly and week_start_date and week_end_date:
-            # Assuming you have a date field to filter by - adjust the field name as needed
+    #         # Assuming you have a date field to filter by - adjust the field name as needed
-            # Common options: creation, modified, custom_date_field, etc.
+    #         # Common options: creation, modified, custom_date_field, etc.
-            base_filters["creation"] = ["between", [week_start_date, week_end_date]]
+    #         base_filters["creation"] = ["between", [week_start_date, week_end_date]]
 
-        # Helper function to merge base filters with status filters
+    #     # Helper function to merge base filters with status filters
-        def get_filters(status_field, status_value):
+    #     def get_filters(status_field, status_value):
-            filters = {status_field: status_value}
+    #         filters = {status_field: status_value}
-            filters.update(base_filters)
+    #         filters.update(base_filters)
-            return filters
+    #         return filters
 
-        onsite_meeting_scheduled_status_counts = {
+    #     onsite_meeting_scheduled_status_counts = {
-            "label": "On-Site Meeting Scheduled",
+    #         "label": "On-Site Meeting Scheduled",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
+    #         "not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
+    #         "in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
+    #         "completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
-        }
+    #     }
 
-        estimate_sent_status_counts = {
+    #     estimate_sent_status_counts = {
-            "label": "Estimate Sent",
+    #         "label": "Estimate Sent",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
+    #         "not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
+    #         "in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
+    #         "completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
-        }
+    #     }
 
-        job_status_counts = {
+    #     job_status_counts = {
-            "label": "Job Status",
+    #         "label": "Job Status",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
+    #         "not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
+    #         "in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
+    #         "completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
-        }
+    #     }
 
-        payment_received_status_counts = {
+    #     payment_received_status_counts = {
-            "label": "Payment Received",
+    #         "label": "Payment Received",
-            "not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
+    #         "not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
-            "in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
+    #         "in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
-            "completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
+    #         "completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
-        }
+    #     }
 
-        status_dicts = [
+    #     status_dicts = [
-            onsite_meeting_scheduled_status_counts,
+    #         onsite_meeting_scheduled_status_counts,
-            estimate_sent_status_counts,
+    #         estimate_sent_status_counts,
-            job_status_counts,
+    #         job_status_counts,
-            payment_received_status_counts
+    #         payment_received_status_counts
-        ]
+    #     ]
 
-        categories = []
+    #     categories = []
-        for status_dict in status_dicts:
+    #     for status_dict in status_dicts:
-            category = {
+    #         category = {
-                "label": status_dict["label"],
+    #             "label": status_dict["label"],
-                "statuses": [
+    #             "statuses": [
-                    {
+    #                 {
-                        "color": "red",
+    #                     "color": "red",
-                        "label": "Not Started",
+    #                     "label": "Not Started",
-                        "count": status_dict["not_started"]
+    #                     "count": status_dict["not_started"]
-                    },
+    #                 },
-                    {
+    #                 {
-                        "color": "yellow",
+    #                     "color": "yellow",
-                        "label": "In Progress",
+    #                     "label": "In Progress",
-                        "count": status_dict["in_progress"]
+    #                     "count": status_dict["in_progress"]
-                    },
+    #                 },
-                    {
+    #                 {
-                        "color": "green",
+    #                     "color": "green",
-                        "label": "Completed",
+    #                     "label": "Completed",
-                        "count": status_dict["completed"]
+    #                     "count": status_dict["completed"]
-                    }
+    #                 }
-                ]
+    #             ]
-            }
+    #         }
-            categories.append(category)
+    #         categories.append(category)
 
-        return build_success_response(categories)
+    return build_success_response("success")
-    except frappe.ValidationError as ve:
+    # except frappe.ValidationError as ve:
-        return build_error_response(str(ve), 400)
+    #     return build_error_response(str(ve), 400)
-    except Exception as e:
+    # except Exception as e:
-        return build_error_response(str(e), 500)
+    #     return build_error_response(str(e), 500)
 
 
 @frappe.whitelist()
@@ -683,3 +683,141 @@ def find_primary_contact_or_throw(contacts):
             print("#####DEBUG: Primary contact found:", contact)
             return contact
     raise ValueError("No primary contact found in contacts list.")
+
+
+def find_contact_in_list(contact_docs, contact_ref):
+    """Find a contact document in a list by matching first_name, last_name, and email."""
+    if not isinstance(contact_ref, dict):
+        return None
+    ref_first = contact_ref.get("first_name", "")
+    ref_last = contact_ref.get("last_name", "")
+    ref_email = contact_ref.get("email", "")
+    for doc in contact_docs:
+        if (doc.first_name == ref_first and
+            doc.last_name == ref_last and
+            (doc.email_id == ref_email or doc.custom_email == ref_email)):
+            return doc
+    return None
+
+
+@frappe.whitelist()
+def create_client_contacts_addresses(client_name, company, contacts=[], addresses=[]):
+    """Create or link contacts and addresses for an existing client.
+
+    If a contact or address already exists, it will be linked to the client
+    instead of creating a duplicate.
+    """
+    if isinstance(contacts, str):
+        contacts = json.loads(contacts)
+    if isinstance(addresses, str):
+        addresses = json.loads(addresses)
+    print(f"DEBUG: create_client_contacts_addresses called with client_name: {client_name}, company: {company}")
+    try:
+        client_doc = ClientService.get_client_or_throw(client_name)
+
+        # Build list of existing client contacts (preserves frontend index order)
+        existing_contact_docs = [frappe.get_doc("Contact", link.contact) for link in client_doc.contacts]
+
+        # Process new contacts
+        new_contact_docs = []
+        for contact in contacts:
+            contact_doc = check_and_get_contact(
+                contact.get("first_name"),
+                contact.get("last_name"),
+                contact.get("email"),
+                contact.get("phone_number")
+            )
+            if not contact_doc:
+                contact_doc = ContactService.create({
+                    "first_name": contact.get("first_name"),
+                    "last_name": contact.get("last_name"),
+                    "role": contact.get("contact_role", "Other"),
+                    "custom_email": contact.get("email"),
+                    "is_primary_contact": 1 if contact.get("is_primary") else 0,
+                    "customer_type": client_doc.doctype,
+                    "customer_name": client_doc.name,
+                    "email_ids": [{
+                        "email_id": contact.get("email"),
+                        "is_primary": 1
+                    }],
+                    "phone_nos": [{
+                        "phone": contact.get("phone_number"),
+                        "is_primary_phone": 1,
+                        "is_primary_mobile_no": 1
+                    }]
+                })
+                ContactService.link_contact_to_customer(contact_doc, client_doc.doctype, client_doc.name)
+            ClientService.append_link_v2(client_doc.name, "contacts", {"contact": contact_doc.name})
+            new_contact_docs.append(contact_doc)
+
+        # Combined contact list: existing client contacts + newly created/linked contacts
+        # Address contact indices reference this combined list
+        all_contact_docs = existing_contact_docs + new_contact_docs
+
+        # Process addresses
+        address_docs = []
+        for address in addresses:
+            filters = {
+                "address_line1": address.get("address_line1"),
+                "city": address.get("city"),
+                "pincode": address.get("pincode")
+            }
+            if address.get("address_line2"):
+                filters["address_line2"] = address.get("address_line2")
+
+            existing_address = frappe.db.exists("Address", filters)
+            if existing_address:
+                address_doc = frappe.get_doc("Address", existing_address)
+            else:
+                address_doc = AddressService.create({
+                    "address_title": AddressService.build_address_title(client_name, 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
+                })
+
+            # Add company if not already present
+            if company not in [c.company for c in address_doc.companies]:
+                address_doc.append("companies", {"company": company})
+                address_doc.save(ignore_permissions=True)
+
+            # Link address to customer
+            AddressService.link_address_to_customer(address_doc, client_doc.doctype, client_doc.name)
+
+            # Link selected contacts to address
+            for contact_ref in address.get("contacts", []):
+                if not contact_ref:
+                    continue
+                # Contact references are dicts with first_name, last_name, email
+                contact_doc = find_contact_in_list(all_contact_docs, contact_ref)
+                if contact_doc:
+                    AddressService.link_address_to_contact(address_doc, contact_doc.name)
+                    ContactService.link_contact_to_address(contact_doc, address_doc.name)
+
+            # Set primary contact for address
+            primary_ref = address.get("primary_contact")
+            if primary_ref:
+                primary_contact = find_contact_in_list(all_contact_docs, primary_ref)
+                if primary_contact:
+                    AddressService.set_primary_contact(address_doc.name, primary_contact.name)
+
+            # Link address to client
+            ClientService.append_link_v2(client_doc.name, "properties", {"address": address_doc.name})
+            address_docs.append(address_doc)
+
+        return build_success_response({
+            "contacts": [c.as_dict() for c in new_contact_docs],
+            "addresses": [a.as_dict() for a in address_docs],
+            "message": "Contacts and addresses created/linked successfully."
+        })
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/commands.py

@@ -107,12 +107,19 @@ def setup_custom_ui():
     pass
 
 @click.command("import-aspire-migration")
+@click.option("--site", required=True, help="Site to import data into")
 @click.option("--path", required=True, help="Path to the migration output directory containing JSON files")
 @click.option("--dry-run", is_flag=True, default=False, help="Print what would be done without inserting")
-def import_aspire_migration(path, dry_run):
+def import_aspire_migration(site, path, dry_run):
     """Import Aspire migration JSON files into ERPNext in dependency order."""
+    import time
+    frappe.init(site=site)
     frappe.connect()
 
+    # Resolve path relative to the app if not absolute
+    if not os.path.isabs(path):
+        path = os.path.join(frappe.get_app_path("custom_ui"), os.path.basename(path))
+
     customers_file = os.path.join(path, "customers.json")
     contacts_file = os.path.join(path, "contacts.json")
     addresses_file = os.path.join(path, "addresses.json")
@@ -123,36 +130,58 @@ def import_aspire_migration(path, dry_run):
             click.echo(f"❌ Missing file: {f}")
             return
 
+    BATCH_SIZE = 1000
+
+    # Set flags to skip hooks, validations, and link checks for speed
+    frappe.flags.in_import = True
+    frappe.flags.mute_emails = True
+    frappe.flags.mute_notifications = True
+
+    def fast_insert(rec, label="record"):
+        """Insert a doc skipping hooks, validations, and permissions."""
+        doc = frappe.get_doc(rec)
+        doc.flags.ignore_permissions = True
+        doc.flags.ignore_links = True
+        doc.flags.ignore_validate = True
+        doc.flags.ignore_mandatory = True
+        doc.db_insert()
+        return doc
+
     # --- Step 1: Insert Customers ---
     click.echo("📦 Step 1: Inserting Customers...")
+    t0 = time.time()
     with open(customers_file) as f:
         customers = json.load(f)
 
+    # Pre-fetch existing customers in one query for fast duplicate check
+    existing_customers = set(frappe.get_all("Customer", pluck="name"))
+
     success, skipped, failed = 0, 0, 0
     for i, rec in enumerate(customers):
         if dry_run:
             click.echo(f"  [DRY RUN] Would insert Customer: {rec.get('customer_name')}")
             continue
         try:
-            if frappe.db.exists("Customer", rec.get("customer_name")):
+            if rec.get("customer_name") in existing_customers:
                 skipped += 1
                 continue
-            doc = frappe.get_doc(rec)
+            fast_insert(rec, "Customer")
-            doc.insert(ignore_permissions=True)
+            existing_customers.add(rec.get("customer_name"))
             success += 1
         except Exception as e:
             failed += 1
             click.echo(f"  ⚠️  Customer '{rec.get('customer_name')}': {e}")
 
-        if (i + 1) % 500 == 0:
+        if (i + 1) % BATCH_SIZE == 0:
             frappe.db.commit()
             click.echo(f"  ... committed {i + 1}/{len(customers)}")
 
     frappe.db.commit()
-    click.echo(f"  ✅ Customers — inserted: {success}, skipped: {skipped}, failed: {failed}")
+    click.echo(f"  ✅ Customers — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
 
     # --- Step 2: Insert Contacts ---
     click.echo("📦 Step 2: Inserting Contacts...")
+    t0 = time.time()
     with open(contacts_file) as f:
         contacts = json.load(f)
 
@@ -162,23 +191,23 @@ def import_aspire_migration(path, dry_run):
             click.echo(f"  [DRY RUN] Would insert Contact: {rec.get('first_name')} {rec.get('last_name')}")
             continue
         try:
-            doc = frappe.get_doc(rec)
+            fast_insert(rec, "Contact")
-            doc.insert(ignore_permissions=True)
             success += 1
         except Exception as e:
             failed += 1
             name = f"{rec.get('first_name', '')} {rec.get('last_name', '')}"
             click.echo(f"  ⚠️  Contact '{name}': {e}")
 
-        if (i + 1) % 500 == 0:
+        if (i + 1) % BATCH_SIZE == 0:
             frappe.db.commit()
             click.echo(f"  ... committed {i + 1}/{len(contacts)}")
 
     frappe.db.commit()
-    click.echo(f"  ✅ Contacts — inserted: {success}, skipped: {skipped}, failed: {failed}")
+    click.echo(f"  ✅ Contacts — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
 
     # --- Step 3: Insert Addresses ---
     click.echo("📦 Step 3: Inserting Addresses...")
+    t0 = time.time()
     with open(addresses_file) as f:
         addresses = json.load(f)
 
@@ -188,25 +217,35 @@ def import_aspire_migration(path, dry_run):
             click.echo(f"  [DRY RUN] Would insert Address: {rec.get('address_line1')}")
             continue
         try:
-            doc = frappe.get_doc(rec)
+            fast_insert(rec, "Address")
-            doc.insert(ignore_permissions=True)
             success += 1
         except Exception as e:
             failed += 1
             click.echo(f"  ⚠️  Address '{rec.get('address_line1', '?')}': {e}")
 
-        if (i + 1) % 500 == 0:
+        if (i + 1) % BATCH_SIZE == 0:
             frappe.db.commit()
             click.echo(f"  ... committed {i + 1}/{len(addresses)}")
 
     frappe.db.commit()
-    click.echo(f"  ✅ Addresses — inserted: {success}, skipped: {skipped}, failed: {failed}")
+    click.echo(f"  ✅ Addresses — inserted: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
 
     # --- Step 4: Update Customers with child tables ---
     click.echo("📦 Step 4: Updating Customers with contact/property links...")
+    t0 = time.time()
     with open(updates_file) as f:
         updates = json.load(f)
 
+    # Get child doctype names from Customer meta once
+    customer_meta = frappe.get_meta("Customer")
+    contacts_doctype = customer_meta.get_field("contacts").options if customer_meta.has_field("contacts") else None
+    properties_doctype = customer_meta.get_field("properties").options if customer_meta.has_field("properties") else None
+
+    if contacts_doctype:
+        click.echo(f"  → contacts child doctype: {contacts_doctype}")
+    if properties_doctype:
+        click.echo(f"  → properties child doctype: {properties_doctype}")
+
     success, skipped, failed = 0, 0, 0
     for i, rec in enumerate(updates):
         customer_name = rec.get("customer_name")
@@ -214,32 +253,49 @@ def import_aspire_migration(path, dry_run):
             click.echo(f"  [DRY RUN] Would update Customer: {customer_name}")
             continue
         try:
-            if not frappe.db.exists("Customer", customer_name):
+            if customer_name not in existing_customers:
                 skipped += 1
                 continue
 
-            doc = frappe.get_doc("Customer", customer_name)
+            # Directly insert child rows without loading/saving parent doc
-
             for contact_row in rec.get("contacts", []):
-                doc.append("contacts", contact_row)
+                if not contacts_doctype:
+                    break
+                contact_row.update({
+                    "doctype": contacts_doctype,
+                    "parent": customer_name,
+                    "parenttype": "Customer",
+                    "parentfield": "contacts",
+                })
+                fast_insert(contact_row, "contact link")
 
             for property_row in rec.get("properties", []):
-                doc.append("properties", property_row)
+                if not properties_doctype:
+                    break
+                property_row.update({
+                    "doctype": properties_doctype,
+                    "parent": customer_name,
+                    "parenttype": "Customer",
+                    "parentfield": "properties",
+                })
+                fast_insert(property_row, "property link")
 
-            doc.save(ignore_permissions=True)
             success += 1
         except Exception as e:
             failed += 1
             click.echo(f"  ⚠️  Update '{customer_name}': {e}")
 
-        if (i + 1) % 500 == 0:
+        if (i + 1) % BATCH_SIZE == 0:
             frappe.db.commit()
             click.echo(f"  ... committed {i + 1}/{len(updates)}")
 
     frappe.db.commit()
-    click.echo(f"  ✅ Updates — applied: {success}, skipped: {skipped}, failed: {failed}")
+    click.echo(f"  ✅ Updates — applied: {success}, skipped: {skipped}, failed: {failed} ({time.time() - t0:.1f}s)")
     click.echo("🎉 Migration complete!")
 
+    frappe.flags.in_import = False
+    frappe.flags.mute_emails = False
+    frappe.flags.mute_notifications = False
     frappe.destroy()
     
 

custom_ui/custom_ui/doctype/address_contact_link/address_contact_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.512268",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "contact"
+ ],
+ "fields": [
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Contact",
+   "options": "Contact",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-18 13:27:02.691142",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Address Contact Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_on_site_meeting_link/address_on_site_meeting_link.json

@@ -0,0 +1,44 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:08.988990",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  },
+  {
+   "fieldname": "project_template",
+   "fieldtype": "Link",
+   "label": "Project Template",
+   "options": "Project Template"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:15:47.019375",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Address On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_project_link/address_project_link.json

@@ -0,0 +1,44 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:08.879871",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "project",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Project",
+   "options": "Project",
+   "reqd": 1
+  },
+  {
+   "fieldname": "project_template",
+   "fieldtype": "Link",
+   "label": "Project Template",
+   "options": "Project Template"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:15:57.211249",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Address Project Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_quotation_link/address_quotation_link.json

@@ -0,0 +1,44 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:08.933748",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "reqd": 1
+  },
+  {
+   "fieldname": "project_template",
+   "fieldtype": "Link",
+   "label": "Project Template",
+   "options": "Project Template"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:16:06.875841",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Address Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/address_sales_order_link/address_sales_order_link.json

@@ -0,0 +1,44 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.040022",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "sales_order",
+  "project_template"
+ ],
+ "fields": [
+  {
+   "fieldname": "sales_order",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Sales Order",
+   "options": "Sales Order",
+   "reqd": 1
+  },
+  {
+   "fieldname": "project_template",
+   "fieldtype": "Link",
+   "label": "Project Template",
+   "options": "Project Template"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:16:15.139526",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Address Sales Order Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/bid_meeting_note/bid_meeting_note.json

@@ -0,0 +1,77 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:10.182623",
+ "custom": 1,
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "form_template",
+  "bid_meeting",
+  "notes",
+  "fields",
+  "quantities"
+ ],
+ "fields": [
+  {
+   "fieldname": "form_template",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Form Template",
+   "options": "Bid Meeting Note Form",
+   "reqd": 1
+  },
+  {
+   "fieldname": "bid_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Bid Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Small Text",
+   "label": "Notes"
+  },
+  {
+   "fieldname": "fields",
+   "fieldtype": "Table",
+   "label": "Fields",
+   "options": "Bid Meeting Note Field"
+  },
+  {
+   "fieldname": "quantities",
+   "fieldtype": "Table",
+   "label": "Quantities",
+   "options": "Bid Meeting Note Field Quantity"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2026-02-18 05:53:10.230323",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Bid Meeting Note",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/bid_meeting_note_field/bid_meeting_note_field.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:50.095868",
+ "creation": "2026-02-18 05:53:10.121229",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -94,7 +95,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:08.063602",
+ "modified": "2026-02-18 05:53:10.166711",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Bid Meeting Note Field",

custom_ui/custom_ui/doctype/bid_meeting_note_field_quantity/bid_meeting_note_field_quantity.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:50.423957",
+ "creation": "2026-02-18 05:53:10.353383",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -36,7 +37,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:51:49.006161",
+ "modified": "2026-02-18 05:53:10.394181",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Bid Meeting Note Field Quantity",

custom_ui/custom_ui/doctype/bid_meeting_note_form/bid_meeting_note_form.json

@@ -1,12 +1,13 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:01:57.052796",
+ "autoname": "format:{title}",
+ "creation": "2026-02-18 05:53:10.057094",
+ "custom": 1,
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
   "title",
-  "project_template",
   "notes",
   "fields",
   "company"
@@ -17,15 +18,8 @@
    "fieldtype": "Data",
    "in_list_view": 1,
    "label": "Title",
-   "reqd": 1
+   "reqd": 1,
-  },
+   "unique": 1
-  {
-   "fieldname": "project_template",
-   "fieldtype": "Link",
-   "in_list_view": 1,
-   "label": "Project Template",
-   "options": "Project Template",
-   "reqd": 0
   },
   {
    "fieldname": "notes",
@@ -49,10 +43,11 @@
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2026-01-30 07:17:51.934698",
+ "modified": "2026-02-18 05:53:10.102840",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Bid Meeting Note Form",
+ "naming_rule": "Expression",
  "owner": "Administrator",
  "permissions": [
   {

custom_ui/custom_ui/doctype/bid_meeting_note_form_field/bid_meeting_note_form_field.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:49.918704",
+ "creation": "2026-02-18 05:53:09.994325",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -135,7 +136,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:16.305665",
+ "modified": "2026-02-18 05:53:10.041502",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Bid Meeting Note Form Field",

custom_ui/custom_ui/doctype/condition/condition.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:01:57.401662",
+ "creation": "2026-02-18 05:53:10.294998",
+ "custom": 1,
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
@@ -16,7 +17,7 @@
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2026-01-30 07:16:50.657332",
+ "modified": "2026-02-18 05:53:10.338801",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Condition",

custom_ui/custom_ui/doctype/contact_address_link/contact_address_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.096760",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "address"
+ ],
+ "fields": [
+  {
+   "fieldname": "address",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Address",
+   "options": "Address",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:14:50.291119",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Contact Address Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_address_link/customer_address_link.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:48.972109",
+ "creation": "2026-02-18 05:53:09.407100",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -20,7 +21,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:31.110075",
+ "modified": "2026-02-18 05:53:09.446933",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Customer Address Link",

custom_ui/custom_ui/doctype/customer_company_link/customer_company_link.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:48.896768",
+ "creation": "2026-02-18 05:53:09.354310",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -18,7 +19,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:38.531992",
+ "modified": "2026-02-18 05:53:09.393557",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Customer Company Link",

custom_ui/custom_ui/doctype/customer_contact_link/customer_contact_link.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:49.052039",
+ "creation": "2026-02-18 05:53:09.460094",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -20,7 +21,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:24.170798",
+ "modified": "2026-02-18 05:53:09.498323",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Customer Contact Link",

custom_ui/custom_ui/doctype/customer_on_site_meeting_link/customer_on_site_meeting_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.563147",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:28:36.179299",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Customer On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_project_link/customer_project_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.617767",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "project"
+ ],
+ "fields": [
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Project",
+   "options": "Project",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:28:47.305053",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Customer Project Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_quotation_link/customer_quotation_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.670908",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:28:57.466997",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Customer Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_sales_order_link/customer_sales_order_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.727425",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "sales_order"
+ ],
+ "fields": [
+  {
+   "fieldname": "sales_order",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Sales Order",
+   "options": "Sales Order",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:29:06.649786",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Customer Sales Order Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/customer_task_link/customer_task_link.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:48.120856",
+ "creation": "2026-02-18 05:53:08.727283",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -29,7 +30,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:52:52.271939",
+ "modified": "2026-02-18 05:53:08.766401",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Customer Task Link",

custom_ui/custom_ui/doctype/lead_address_link/lead_address_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.779109",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "address"
+ ],
+ "fields": [
+  {
+   "fieldname": "address",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Address",
+   "options": "Address",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:16:22.611831",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead Address Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_companies_link/lead_companies_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:08.828617",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:29:19.514404",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead Companies Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_company_link/lead_company_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:08.671692",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:29:30.435977",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead Company Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_contact_link/lead_contact_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.831349",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "contact"
+ ],
+ "fields": [
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Contact",
+   "options": "Contact",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:29:41.971971",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead Contact Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_on_site_meeting_link/lead_on_site_meeting_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.149765",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "onsite_meeting"
+ ],
+ "fields": [
+  {
+   "fieldname": "onsite_meeting",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "On-Site Meeting",
+   "options": "On-Site Meeting",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:29:50.898270",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead On-Site Meeting Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/lead_quotation_link/lead_quotation_link.json

@@ -0,0 +1,37 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:09.883408",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "quotation"
+ ],
+ "fields": [
+  {
+   "fieldname": "quotation",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Quotation",
+   "options": "Quotation",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-19 12:30:01.642314",
+ "modified_by": "casey@shilohcode.com",
+ "module": "Custom UI",
+ "name": "Lead Quotation Link",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/custom_ui/doctype/project_task_link/project_task_link.json

@@ -1,7 +1,8 @@
 {
  "actions": [],
  "allow_rename": 1,
- "creation": "2026-01-30 07:21:50.267662",
+ "creation": "2026-02-18 05:53:10.243616",
+ "custom": 1,
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
@@ -22,7 +23,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-01-30 07:51:59.777431",
+ "modified": "2026-02-18 05:53:10.281244",
  "modified_by": "Administrator",
  "module": "Custom UI",
  "name": "Project Task Link",

custom_ui/custom_ui/doctype/skip_day/skip_day.json

@@ -0,0 +1,36 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2026-02-18 05:53:10.480897",
+ "custom": 1,
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "date"
+ ],
+ "fields": [
+  {
+   "fieldname": "date",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "label": "Date",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-02-18 05:53:10.518277",
+ "modified_by": "Administrator",
+ "module": "Custom UI",
+ "name": "Skip Day",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

custom_ui/fixtures/bid_meeting_note_form.json

@@ -1,153 +0,0 @@
-[
- {
-  "company": "Sprinklers Northwest",
-  "docstatus": 0,
-  "doctype": "Bid Meeting Note Form",
-  "fields": [
-   {
-    "column": 1,
-    "conditional_on_field": null,
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": "Indicate if a locate is needed for this project.",
-    "include_options": 0,
-    "label": "Locate Needed",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 1,
-    "type": "Check"
-   },
-   {
-    "column": 2,
-    "conditional_on_field": null,
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": "Indicate if a permit is needed for this project.",
-    "include_options": 0,
-    "label": "Permit Needed",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 1,
-    "type": "Check"
-   },
-   {
-    "column": 3,
-    "conditional_on_field": null,
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": "Indicate if a backflow test is required after installation.",
-    "include_options": 0,
-    "label": "Back Flow Test Required",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 1,
-    "type": "Check"
-   },
-   {
-    "column": 1,
-    "conditional_on_field": null,
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": null,
-    "include_options": 0,
-    "label": "Machine Access",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 2,
-    "type": "Check"
-   },
-   {
-    "column": 2,
-    "conditional_on_field": "Machine Access",
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": null,
-    "include_options": 1,
-    "label": "Machines",
-    "options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer",
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 2,
-    "type": "Multi-Select"
-   },
-   {
-    "column": 0,
-    "conditional_on_field": null,
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": null,
-    "doctype_label_field": null,
-    "help_text": null,
-    "include_options": 0,
-    "label": "Materials Required",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 3,
-    "type": "Check"
-   },
-   {
-    "column": 0,
-    "conditional_on_field": "Materials Required",
-    "conditional_on_value": null,
-    "default_value": null,
-    "doctype_for_select": "Item",
-    "doctype_label_field": "itemName",
-    "help_text": null,
-    "include_options": 0,
-    "label": "Materials",
-    "options": null,
-    "order": 0,
-    "parent": "SNW Install Bid Meeting Notes",
-    "parentfield": "fields",
-    "parenttype": "Bid Meeting Note Form",
-    "read_only": 0,
-    "required": 0,
-    "row": 4,
-    "type": "Multi-Select w/ Quantity"
-   }
-  ],
-  "modified": "2026-02-18 05:52:37.304228",
-  "name": "SNW Install Bid Meeting Notes",
-  "notes": null,
-  "title": "SNW Install Bid Meeting Notes"
- }
-]

custom_ui/fixtures/project_template.json

@@ -1,72 +0,0 @@
-[
- {
-  "bid_meeting_note_form": "SNW Install Bid Meeting Notes",
-  "calendar_color": "#c1dec5",
-  "company": "Sprinklers Northwest",
-  "custom__complete_method": "Task Weight",
-  "docstatus": 0,
-  "doctype": "Project Template",
-  "item_groups": "SNW-I, SNW-S, SNW-LS",
-  "modified": "2026-02-16 03:59:53.719382",
-  "name": "SNW Install",
-  "project_type": "External",
-  "tasks": [
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Send customer 3-5 day window for start date",
-    "task": "TASK-2025-00001"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "811/Locate call in",
-    "task": "TASK-2025-00002"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Permit(s) call in and pay",
-    "task": "TASK-2025-00003"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Primary Job",
-    "task": "TASK-2025-00004"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Hydroseeding",
-    "task": "TASK-2025-00005"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Curbing",
-    "task": "TASK-2025-00006"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "15-Day QA",
-    "task": "TASK-2025-00007"
-   },
-   {
-    "parent": "SNW Install",
-    "parentfield": "tasks",
-    "parenttype": "Project Template",
-    "subject": "Permit Close-out",
-    "task": "TASK-2025-00008"
-   }
-  ]
- }
-]

frontend/src/api.js

@@ -69,6 +69,7 @@ const FRAPPE_GET_CLIENT_METHOD = "custom_ui.api.db.clients.get_client_v2";
 const FRAPPE_GET_CLIENT_NAMES_METHOD = "custom_ui.api.db.clients.get_client_names";
 const FRAPPE_CHECK_CLIENT_EXISTS_METHOD = "custom_ui.api.db.clients.check_client_exists";
 const FRAPPE_ADD_ADDRESSES_CONTACTS_METHOD = "custom_ui.api.db.clients.add_addresses_contacts";
+const FRAPPE_CREATE_CLIENT_CONTACTS_ADDRESSES_METHOD = "custom_ui.api.db.clients.create_client_contacts_addresses";
 // Employee methods
 const FRAPPE_GET_EMPLOYEES_METHOD = "custom_ui.api.db.employees.get_employees";
 const FRAPPE_GET_EMPLOYEES_ORGANIZED_METHOD = "custom_ui.api.db.employees.get_employees_organized";
@@ -188,6 +189,10 @@ class Api {
 		return await this.request(FRAPPE_ADD_ADDRESSES_CONTACTS_METHOD, { clientName, companyName, addresses, contacts });
 	}
 
+	static async createClientContactsAddresses(clientName, company, contacts = [], addresses = []) {
+		return await this.request(FRAPPE_CREATE_CLIENT_CONTACTS_ADDRESSES_METHOD, { clientName, company, contacts, addresses });
+	}
+
 	// ============================================================================
 	// ON-SITE MEETING METHODS
 	// ============================================================================

frontend/src/components/clientView/AddContactAddressModal.vue

@@ -66,18 +66,23 @@ import Dialog from 'primevue/dialog';
 import Button from 'primevue/button';
 import ModalContactForm from './ModalContactForm.vue';
 import ModalAddressForm from './ModalAddressForm.vue';
+import Api from '../../api';
+import { useCompanyStore } from '../../stores/company';
+
+const companyStore = useCompanyStore();
 
 const props = defineProps({
   visible: Boolean,
+  clientName: { type: String, default: '' },
   clientContacts: { type: Array, default: () => [] },
   existingContacts: { type: Array, default: () => [] },
   existingAddresses: { type: Array, default: () => [] },
-  isSubmitting: { type: Boolean, default: false },
 });
 const emit = defineEmits(['update:visible', 'created']);
 
 const showContacts = ref(false);
 const showAddresses = ref(false);
+const isSubmitting = ref(false);
 
 // Direct arrays instead of wrapping in formData objects
 const newContacts = ref([
@@ -136,16 +141,57 @@ function close() {
   emit('update:visible', false);
 }
 
-function create() {
+async function create() {
-  const payload = {};
+  isSubmitting.value = true;
-  if (showContacts.value) {
+  try {
-    payload.contacts = newContacts.value;
+    const contactsToSend = showContacts.value ? newContacts.value : [];
+    const addressesToSend = showAddresses.value ? newAddresses.value : [];
+
+    // Check if any contacts or addresses already exist
+    const existingMessages = [];
+
+    if (contactsToSend.length > 0) {
+      const existingContactsResult = await Api.checkContactsExist(contactsToSend);
+      if (existingContactsResult && existingContactsResult.length > 0) {
+        const names = existingContactsResult.map(c => `${c.firstName || ''} ${c.lastName || ''}`.trim()).join(', ');
+        existingMessages.push(`Contact(s) already exist: ${names}`);
       }
-  if (showAddresses.value) {
-    payload.addresses = newAddresses.value;
     }
-  emit('created', payload);
+
+    if (addressesToSend.length > 0) {
+      const existingAddressesResult = await Api.checkAddressesExist(addressesToSend);
+      if (existingAddressesResult && existingAddressesResult.length > 0) {
+        const addrs = existingAddressesResult.map(a => `${a.addressLine1 || ''} ${a.city || ''}`).join(', ');
+        existingMessages.push(`Address(es) already exist: ${addrs}`);
+      }
+    }
+
+    // If any exist, prompt the user for confirmation
+    if (existingMessages.length > 0) {
+      const message = existingMessages.join('\n') + '\n\nWould you like to proceed anyway? Existing records will be linked instead of duplicated.';
+      if (!window.confirm(message)) {
+        isSubmitting.value = false;
+        return;
+      }
+    }
+
+    // Call API to create/link contacts and addresses
+    // Address contacts/primaryContact are dicts with firstName, lastName, email
+    // that the backend matches against created/existing contact docs
+    const result = await Api.createClientContactsAddresses(
+      props.clientName,
+      companyStore.currentCompany,
+      contactsToSend,
+      addressesToSend
+    );
+
+    emit('created', result);
     close();
+  } catch (error) {
+    console.error('Error creating contacts/addresses:', error);
+  } finally {
+    isSubmitting.value = false;
+  }
 }
 </script>
 

frontend/src/components/clientView/GeneralClientInfo.vue

@@ -98,9 +98,11 @@
 		<AddContactAddressModal
 			:visible="showAddModal"
 			@update:visible="showAddModal = $event"
+			:clientName="clientData.customerName"
 			:clientContacts="clientData.contacts || []"
 			:existingContacts="clientData.contacts?.map(c => c.fullName || c.name) || []"
 			:existingAddresses="clientData.addresses?.map(a => a.addressLine1) || []"
+			@created="onContactsAddressesCreated"
 		/>
 	</div>
 </template>
@@ -126,6 +128,8 @@ const props = defineProps({
 	},
 });
 
+const emit = defineEmits(['refresh']);
+
 // Check if client is a Lead
 const isLead = computed(() => props.clientData.doctype === "Lead");
 
@@ -173,6 +177,11 @@ const formattedCreationDate = computed(() => {
 	});
 });
 
+// Handle successful contact/address creation - emit refresh so parent reloads client data
+const onContactsAddressesCreated = () => {
+	emit('refresh');
+};
+
 
 
 </script>

frontend/src/components/pages/Client.vue

@@ -29,6 +29,7 @@
 			<GeneralClientInfo
 				v-if="client.customerName"
 				:client-data="client"
+				@refresh="refreshClient"
 			/>
 			<AdditionalInfoBar :address="client.addresses[selectedAddressIdx]" v-if="client.customerName" />
 
@@ -461,6 +462,12 @@ const handleCustomerSelected = (clientData) => {
 	// Handle customer selected from search
 	client.value = { ...client.value, ...clientData };
 };
+
+const refreshClient = async () => {
+	if (clientName) {
+		await getClient(clientName);
+	}
+};
 </script>
 <style lang="css">
 .tab-info-alert {

frontend/src/components/pages/Home.vue

@@ -390,7 +390,6 @@ const loadChartData = async() => {
 };
 
 onMounted(async() => {
-	notifications.addWarning("Dashboard metrics are based on dummy data for demonstration purposes. UPDATES COMING SOON!");
 	await loadChartData();
 });