updates for company effects

This commit is contained in:
Casey 2026-01-20 00:58:03 -06:00
parent 98ec082394
commit 7710a7c8fe
22 changed files with 941 additions and 186 deletions

View file

@ -4,7 +4,7 @@ from custom_ui.db_utils import build_error_response, build_success_response, pro
from custom_ui.services import DbService, ClientService, AddressService, ContactService
@frappe.whitelist()
def get_week_bid_meetings(week_start, week_end):
def get_week_bid_meetings(week_start, week_end, company):
"""Get On-Site Meetings scheduled within a specific week."""
try:
meetings = frappe.db.get_all(
@ -12,7 +12,8 @@ def get_week_bid_meetings(week_start, week_end):
fields=["*"],
filters=[
["start_time", ">=", week_start],
["start_time", "<=", week_end]
["start_time", "<=", week_end],
["company", "=", company]
],
order_by="start_time asc"
)
@ -27,7 +28,7 @@ def get_week_bid_meetings(week_start, week_end):
return build_error_response(str(e), 500)
@frappe.whitelist()
def get_bid_meetings(fields=["*"], filters={}):
def get_bid_meetings(fields=["*"], filters={}, company=None):
"""Get paginated On-Site Meetings with filtering and sorting support."""
try:
print("DEBUG: Raw bid meeting options received:", filters)
@ -53,13 +54,13 @@ def get_bid_meetings(fields=["*"], filters={}):
@frappe.whitelist()
def get_unscheduled_bid_meetings():
def get_unscheduled_bid_meetings(company):
"""Get On-Site Meetings that are unscheduled."""
try:
meetings = frappe.db.get_all(
"On-Site Meeting",
fields=["*"],
filters={"status": "Unscheduled"},
filters={"status": "Unscheduled", "company": company},
order_by="creation desc"
)
for meeting in meetings:

View file

@ -1,5 +1,5 @@
import frappe, json
from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client, build_address_title
from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client, build_address_title, normalize_name
from erpnext.crm.doctype.lead.lead import make_customer
from custom_ui.api.db.addresses import address_exists
from custom_ui.api.db.contacts import check_and_get_contact, create_contact, create_contact_links
@ -167,6 +167,81 @@ def get_client_v2(client_name):
return build_error_response(str(ve), 400)
except Exception as e:
return build_error_response(str(e), 500)
@frappe.whitelist()
def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
"""Get paginated client table data with filtering and sorting support."""
try:
filters = json.loads(filters) if isinstance(filters, str) else filters
sortings = json.loads(sortings) if isinstance(sortings, str) else sortings
page = int(page)
page_size = int(page_size)
print("DEBUG: Raw client table query received:", {
"filters": filters,
"sortings": sortings,
"page": page,
"page_size": page_size
})
where_clauses = []
values = []
if filters.get("company"):
where_clauses.append("c.company = %s")
values.append(filters["company"]["value"])
if filters.get("address"):
where_clauses.append("a.full_address LIKE %s")
values.append(f"%{filters['address']['value']}%")
if filters.get("customer_name"):
where_clauses.append("a.customer_name LIKE %s")
values.append(f"%{filters['customer_name']['value']}%")
where_sql = ""
if where_clauses:
where_sql = "WHERE " + " AND ".join(where_clauses)
offset = (page - 1) * page_size
address_names = frappe.db.sql(f"""
SELECT DISTINCT a.name
FROM `tabAddress` a
LEFT JOIN `tabAddress Company Link` c ON c.parent = a.name
{where_sql}
ORDER BY a.modified DESC
LIMIT %s OFFSET %s
""", values + [page_size, offset], as_dict=True)
print("DEBUG: Address names retrieved:", address_names)
count = frappe.db.sql(f"""
SELECT COUNT(DISTINCT a.name) as count
FROM `tabAddress` a
LEFT JOIN `tabAddress Company Link` c ON c.parent = a.name
{where_sql}
""", values, as_dict=True)[0]["count"]
tableRows = []
for address_name in address_names:
address = AddressService.get_or_throw(address_name["name"])
tableRow = {}
tableRow["id"] = address.name
tableRow["address"] = address.full_address
tableRow["client_type"] = address.customer_type
tableRow["customer_name"] = normalize_name(address.customer_name, "-#-")
tableRow["companies"] = ", ".join([link.company for link in address.get("companies", [])])
tableRows.append(tableRow)
table_data = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size)
return build_success_response(table_data)
except frappe.ValidationError as ve:
return build_error_response(str(ve), 400)
except Exception as e:
print("ERROR in get_clients_table_data_v2:", str(e))
return build_error_response(str(e), 500)
@frappe.whitelist()

View file

@ -50,6 +50,8 @@ def get_job(job_id=""):
project = project.as_dict()
project["job_address"] = address_doc
project["client"] = ClientService.get_client_or_throw(project.customer)
task_names = frappe.get_all("Task", filters={"project": job_id})
project["tasks"] = [frappe.get_doc("Task", task_name).as_dict() for task_name in task_names]
return build_success_response(project)
except Exception as e:
return build_error_response(str(e), 500)
@ -167,55 +169,32 @@ def upsert_job(data):
return {"status": "error", "message": str(e)}
@frappe.whitelist()
def get_install_projects(start_date=None, end_date=None):
def get_projects_for_calendar(date, company=None, project_templates=[]):
"""Get install projects for the calendar."""
# Parse project_templates if it's a JSON string
if isinstance(project_templates, str):
project_templates = json.loads(project_templates)
# put some emojis in the print to make it stand out
print("📅📅📅", date, "company:", company, "project_templates:", project_templates, "type:", type(project_templates))
try:
filters = {"project_template": "SNW Install"}
filters = {"company": company} if company else {}
if project_templates and len(project_templates) > 0:
filters["project_template"] = ["in", project_templates]
unscheduled_filters = filters.copy()
unscheduled_filters["is_scheduled"] = 0
filters["expected_start_date"] = date
# If date range provided, we could filter, but for now let's fetch all open/active ones
# or maybe filter by status not Closed/Completed if we want active ones.
# The user said "unscheduled" are those with status "Open" (and no date).
# extend filters into unscheduled_filters
projects = frappe.get_all("Project", fields=["*"], filters=filters)
calendar_events = []
for project in projects:
# Determine status
status = "unscheduled"
if project.get("expected_start_date"):
status = "scheduled"
# Map to calendar event format
event = {
"id": project.name,
"serviceType": project.project_name, # Using project name as service type/title
"customer": project.customer,
"status": status,
"scheduledDate": project.expected_start_date,
"scheduledTime": "08:00", # Default time if not specified? Project doesn't seem to have time.
"duration": 480, # Default 8 hours?
"foreman": project.get("custom_install_crew"),
"crew": [], # Need to map crew
"estimatedCost": project.estimated_costing,
"priority": project.priority.lower() if project.priority else "medium",
"notes": project.notes,
"address": project.custom_installation_address
}
calendar_events.append(event)
return {"status": "success", "data": calendar_events}
project_names = frappe.get_all("Project", pluck="name", filters=filters)
print("DEBUG: Found scheduled project names:", project_names)
unscheduled_project_names = frappe.get_all("Project", pluck="name", filters=unscheduled_filters)
print("DEBUG: Found unscheduled project names:", unscheduled_project_names)
projects = [frappe.get_doc("Project", name).as_dict() for name in project_names]
unscheduled_projects = [frappe.get_doc("Project", name).as_dict() for name in unscheduled_project_names]
return build_success_response({ "projects": projects, "unscheduled_projects": unscheduled_projects })
except Exception as e:
return {"status": "error", "message": str(e)}
@frappe.whitelist()
def get_project_templates_for_company(company_name):
"""Get project templates for a specific company."""
try:
templates = frappe.get_all(
"Project Template",
fields=["*"],
filters={"company": company_name}
)
return build_success_response(templates)
except Exception as e:
return build_error_response(str(e), 500),
return build_error_response(str(e), 500)