add templates, update styles
This commit is contained in:
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8542a9bf37
commit
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6 changed files with 362 additions and 153 deletions
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@ -1,7 +1,7 @@
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import frappe
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import json
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from custom_ui.db_utils import build_error_response, build_success_response
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from custom_ui.services import ClientService, AddressService
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from custom_ui.services import ClientService, AddressService, ContactService
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@frappe.whitelist()
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def get_address_by_full_address(full_address):
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@ -35,6 +35,33 @@ def get_address(address_name):
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# except Exception as e:
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# return build_error_response(str(e), 500)
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@frappe.whitelist()
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def create_address(address_data, company, customer_name):
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"""Create a new address."""
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print(f"DEBUG: create_address called with address_data: {address_data}, company: {company}, customer_name: {customer_name}")
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if isinstance(address_data, str):
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address_data = json.loads(address_data)
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customer_doctype = ClientService.get_client_doctype(customer_name)
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address_data["customer_name"] = customer_name
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address_data["customer_type"] = customer_doctype
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address_data["address_title"] = AddressService.build_address_title(customer_name, address_data)
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address_data["address_type"] = "Service"
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address_data["custom_billing_address"] = 0
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address_data["is_service_address"] = 1
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address_data["country"] = "United States"
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address_data["companies"] = [{ "company": company }]
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print(f"DEBUG: Final address_data before creation: {address_data}")
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try:
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address_doc = AddressService.create_address(address_data)
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for contact in address_data.get("contacts", []):
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AddressService.link_address_to_contact(address_doc, contact)
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contact_doc = ContactService.get_or_throw(contact)
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ContactService.link_contact_to_address(contact_doc, address_doc)
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ClientService.append_link_v2(customer_name, "properties", {"address": address_doc.name})
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return build_success_response(address_doc.as_dict())
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except Exception as e:
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return build_error_response(str(e), 500)
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@frappe.whitelist()
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def get_addresses(fields=["*"], filters={}):
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"""Get addresses with optional filtering."""
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@ -20,6 +20,9 @@ def get_service_appointments(companies, filters={}):
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ServiceAppointmentService.get_full_dict(name)
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for name in service_appointment_names
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]
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"is_half_down_paid"
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return build_success_response(service_appointments)
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except Exception as e:
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return build_error_response(str(e), 500)
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@ -4,6 +4,26 @@
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<!-- Lead Badge -->
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<div v-if="isLead" class="lead-badge-container">
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<Badge value="LEAD" severity="warn" size="large" />
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<div class="action-buttons">
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<v-btn
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size="small"
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variant="outlined"
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color="primary"
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@click="addAddress"
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>
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<v-icon left size="small">mdi-map-marker-plus</v-icon>
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Add Address
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</v-btn>
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<v-btn
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size="small"
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variant="outlined"
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color="primary"
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@click="addContact"
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>
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<v-icon left size="small">mdi-account-plus</v-icon>
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Add Contact
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</v-btn>
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</div>
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</div>
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<!-- Client Name (only show for Company type) -->
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@ -145,35 +165,56 @@ const formattedCreationDate = computed(() => {
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day: "numeric",
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});
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});
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// Placeholder methods for adding address and contact
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const addAddress = () => {
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console.log("Add Address modal would open here");
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// TODO: Open add address modal
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};
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const addContact = () => {
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console.log("Add Contact modal would open here");
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// TODO: Open add contact modal
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};
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</script>
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<style scoped>
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.general-client-info {
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background: var(--surface-card);
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border-radius: 8px;
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padding: 0.75rem 1rem;
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padding: 0.5rem 0.75rem;
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border: 1px solid var(--surface-border);
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box-shadow: 0 1px 3px rgba(0, 0, 0, 0.06);
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margin-bottom: 0.75rem;
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}
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.lead-badge-container {
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display: inline-flex;
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margin-left: 0.5rem;
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vertical-align: middle;
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grid-column: 1 / -1;
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display: flex;
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justify-content: space-between;
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align-items: center;
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margin-bottom: 0.25rem;
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}
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.action-buttons {
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display: flex;
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gap: 0.5rem;
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}
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.info-grid {
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display: flex;
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flex-wrap: wrap;
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align-items: center;
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gap: 1rem 2rem;
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display: grid;
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grid-template-columns: 1fr 1fr;
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gap: 0.75rem 1.5rem;
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align-items: start;
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}
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.info-section {
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display: inline-flex;
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display: grid;
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grid-template-columns: 120px 1fr;
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align-items: center;
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gap: 0.5rem;
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gap: 0.75rem;
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min-height: 2rem;
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padding: 0.25rem 0;
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}
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.info-section label {
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@ -182,12 +223,18 @@ const formattedCreationDate = computed(() => {
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color: var(--text-color-secondary);
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text-transform: uppercase;
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letter-spacing: 0.3px;
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justify-self: start;
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align-self: center;
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margin: 0;
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}
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.info-value {
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font-size: 0.85rem;
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color: var(--text-color);
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font-weight: 500;
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justify-self: start;
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align-self: center;
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margin: 0;
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}
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.info-value.large {
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@ -197,30 +244,36 @@ const formattedCreationDate = computed(() => {
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}
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.companies-list {
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display: inline-flex;
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display: flex;
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flex-wrap: wrap;
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gap: 0.25rem;
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justify-content: flex-start;
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align-items: center;
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}
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.primary-contact {
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display: flex;
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align-items: center;
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gap: 0.5rem;
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grid-column: span 1;
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justify-self: stretch;
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}
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.contact-details {
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display: inline-flex;
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display: flex;
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flex-wrap: wrap;
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gap: 1rem;
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padding: 0.35rem 0.75rem;
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padding: 0.5rem 0.75rem;
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background: var(--surface-ground);
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border-radius: 4px;
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width: 100%;
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justify-content: flex-start;
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align-items: center;
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}
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.contact-item {
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display: inline-flex;
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display: flex;
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align-items: center;
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gap: 0.35rem;
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min-width: 0;
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flex: 1;
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}
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.contact-item i {
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@ -234,23 +287,29 @@ const formattedCreationDate = computed(() => {
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}
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.stats {
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display: inline-flex;
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align-items: center;
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gap: 0.5rem;
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grid-column: span 1;
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justify-self: stretch;
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}
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.stats-grid {
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display: inline-flex;
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display: flex;
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gap: 1rem;
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padding: 0.35rem 0.75rem;
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padding: 0.5rem 0.75rem;
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background: var(--surface-ground);
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border-radius: 4px;
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width: 100%;
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justify-content: space-around;
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align-items: center;
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flex-wrap: wrap;
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}
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.stat-item {
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display: inline-flex;
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display: flex;
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flex-direction: column;
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align-items: center;
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gap: 0.35rem;
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gap: 0.25rem;
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text-align: center;
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min-width: 60px;
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}
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.stat-item i {
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@ -259,14 +318,18 @@ const formattedCreationDate = computed(() => {
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}
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.stat-value {
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font-size: 0.95rem;
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font-size: 1.1rem;
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font-weight: 600;
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color: var(--text-color);
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line-height: 1.2;
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}
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.stat-label {
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font-size: 0.75rem;
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font-size: 0.7rem;
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color: var(--text-color-secondary);
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font-weight: 500;
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text-transform: uppercase;
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letter-spacing: 0.3px;
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line-height: 1.2;
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}
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</style>
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@ -4,7 +4,7 @@
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<div class="details-grid">
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<!-- Address Information -->
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<div class="detail-section full-width">
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<div class="detail-section">
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<div class="section-header">
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<i class="pi pi-map-marker"></i>
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<h4>Address</h4>
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@ -31,69 +31,95 @@
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</div>
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</div>
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<!-- Contacts Section -->
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<div class="detail-section full-width">
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<!-- Associated Companies -->
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<div class="detail-section">
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<div class="section-header">
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<i class="pi pi-building"></i>
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<h4>Companies</h4>
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</div>
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<div v-if="associatedCompanies.length > 0" class="companies-list">
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<div
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v-for="company in associatedCompanies"
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:key="company"
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class="company-item"
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>
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<i class="pi pi-building"></i>
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<span>{{ company }}</span>
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</div>
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</div>
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<div v-else class="empty-state">
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<i class="pi pi-building"></i>
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<p>No companies associated</p>
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</div>
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</div>
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<!-- Primary Contact -->
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<div class="detail-section">
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<div class="section-header">
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<i class="pi pi-user"></i>
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<h4>Primary Contact</h4>
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</div>
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<div v-if="primaryContact" class="contact-card primary">
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<div class="contact-badge">
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<Badge value="Primary" severity="success" />
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</div>
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<div class="contact-info">
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<h5>{{ primaryContactName }}</h5>
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<div class="contact-details">
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<div class="contact-detail">
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<i class="pi pi-envelope"></i>
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<span>{{ primaryContactEmail }}</span>
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</div>
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<div class="contact-detail">
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<i class="pi pi-phone"></i>
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<span>{{ primaryContactPhone }}</span>
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</div>
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<div v-if="primaryContact.role" class="contact-detail">
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<i class="pi pi-briefcase"></i>
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<span>{{ primaryContact.role }}</span>
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</div>
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</div>
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</div>
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</div>
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<div v-else class="empty-state">
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<i class="pi pi-user-minus"></i>
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<p>No primary contact</p>
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</div>
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</div>
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<!-- Other Contacts -->
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<div class="detail-section">
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<div class="section-header">
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<i class="pi pi-users"></i>
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<h4>Contacts</h4>
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<h4>Other Contacts</h4>
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</div>
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<!-- Display Mode -->
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<div v-if="!editMode" class="contacts-display">
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<template v-if="addressContacts.length > 0">
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<!-- Primary Contact -->
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<div v-if="primaryContact" class="contact-card primary">
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<div class="contact-badge">
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<Badge value="Primary" severity="success" />
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</div>
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<div class="contact-info">
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<h5>{{ primaryContactName }}</h5>
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<div class="contact-details">
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<div class="contact-detail">
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<i class="pi pi-envelope"></i>
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<span>{{ primaryContactEmail }}</span>
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</div>
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<div class="contact-detail">
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<i class="pi pi-phone"></i>
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<span>{{ primaryContactPhone }}</span>
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</div>
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<div v-if="primaryContact.role" class="contact-detail">
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<i class="pi pi-briefcase"></i>
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<span>{{ primaryContact.role }}</span>
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</div>
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</div>
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</div>
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<div v-if="otherContacts.length > 0" class="contacts-grid">
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<div
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v-for="contact in otherContacts"
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:key="contact.name"
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class="contact-card small"
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>
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<div class="contact-info-compact">
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<span class="contact-name">{{ getContactName(contact) }}</span>
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<span class="contact-email">{{ getContactEmail(contact) }}</span>
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<span class="contact-phone">{{ getContactPhone(contact) }}</span>
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<span v-if="contact.role" class="contact-role">{{ contact.role }}</span>
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</div>
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<!-- Other Contacts -->
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<div v-if="otherContacts.length > 0" class="other-contacts">
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<h6>Other Contacts</h6>
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<div class="contacts-grid">
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<div
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v-for="contact in otherContacts"
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:key="contact.name"
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class="contact-card small"
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>
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<div class="contact-info-compact">
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<span class="contact-name">{{ getContactName(contact) }}</span>
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<span class="contact-email">{{ getContactEmail(contact) }}</span>
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<span class="contact-phone">{{ getContactPhone(contact) }}</span>
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<span v-if="contact.role" class="contact-role">{{ contact.role }}</span>
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</div>
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</div>
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</div>
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</div>
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</template>
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<template v-else>
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<div class="empty-state">
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<i class="pi pi-user-minus"></i>
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<p>No contacts associated with this address</p>
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</div>
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</template>
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</div>
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</div>
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<div v-else class="empty-state">
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<i class="pi pi-user-minus"></i>
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<p>No other contacts</p>
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</div>
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</div>
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<!-- Edit Mode -->
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<div v-else class="contacts-edit">
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<!-- Edit Mode -->
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<div v-if="editMode" class="detail-section full-width">
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<div class="section-header">
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<i class="pi pi-pencil"></i>
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<h4>Edit Contacts</h4>
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</div>
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<div class="contacts-edit">
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<div class="edit-instructions">
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<i class="pi pi-info-circle"></i>
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<span>Select contacts to associate with this address. One must be marked as primary.</span>
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</div>
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</div>
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<!-- Companies Section -->
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<div class="detail-section full-width">
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<div class="section-header">
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<i class="pi pi-building"></i>
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<h4>Associated Companies</h4>
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</div>
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<div v-if="associatedCompanies.length > 0" class="companies-list">
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<div
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v-for="company in associatedCompanies"
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:key="company"
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class="company-item"
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>
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<i class="pi pi-building"></i>
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<span>{{ company }}</span>
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</div>
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</div>
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<div v-else class="empty-state">
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<i class="pi pi-building"></i>
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<p>No companies associated with this address</p>
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</div>
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</div>
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<!-- Map Section -->
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<div class="detail-section full-width">
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<div class="section-header">
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@ -327,52 +331,53 @@ const emitChanges = () => {
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.property-details {
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background: var(--surface-card);
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border-radius: 12px;
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padding: 1rem;
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padding: 0.75rem;
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border: 1px solid var(--surface-border);
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box-shadow: 0 2px 8px rgba(0, 0, 0, 0.08);
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margin-bottom: 1rem;
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}
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.property-details > h3 {
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margin: 0 0 1rem 0;
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font-size: 1.5rem;
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margin: 0 0 0.75rem 0;
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font-size: 1.25rem;
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font-weight: 600;
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color: var(--text-color);
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}
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.details-grid {
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display: flex;
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flex-direction: column;
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display: grid;
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grid-template-columns: 1fr 1fr;
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gap: 1rem;
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align-items: start;
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}
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.detail-section {
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background: var(--surface-ground);
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border-radius: 8px;
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padding: 1rem;
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padding: 0.75rem;
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}
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|
||||
.detail-section.full-width {
|
||||
width: 100%;
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
.section-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 0.75rem;
|
||||
margin-bottom: 0.75rem;
|
||||
padding-bottom: 0.75rem;
|
||||
border-bottom: 2px solid var(--surface-border);
|
||||
gap: 0.5rem;
|
||||
margin-bottom: 0.5rem;
|
||||
padding-bottom: 0.5rem;
|
||||
border-bottom: 1px solid var(--surface-border);
|
||||
}
|
||||
|
||||
.section-header i {
|
||||
font-size: 1.25rem;
|
||||
font-size: 1rem;
|
||||
color: var(--primary-color);
|
||||
}
|
||||
|
||||
.section-header h4 {
|
||||
margin: 0;
|
||||
font-size: 1.1rem;
|
||||
font-size: 1rem;
|
||||
font-weight: 600;
|
||||
color: var(--text-color);
|
||||
}
|
||||
|
|
@ -380,11 +385,11 @@ const emitChanges = () => {
|
|||
.address-info {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 0.75rem;
|
||||
gap: 0.5rem;
|
||||
}
|
||||
|
||||
.full-address {
|
||||
font-size: 1.1rem;
|
||||
font-size: 1rem;
|
||||
font-weight: 500;
|
||||
color: var(--text-color);
|
||||
margin: 0;
|
||||
|
|
@ -400,13 +405,13 @@ const emitChanges = () => {
|
|||
.contacts-display {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 1.5rem;
|
||||
gap: 1rem;
|
||||
}
|
||||
|
||||
.contact-card {
|
||||
background: var(--surface-card);
|
||||
border-radius: 8px;
|
||||
padding: 1.25rem;
|
||||
border-radius: 6px;
|
||||
padding: 0.75rem;
|
||||
border: 1px solid var(--surface-border);
|
||||
}
|
||||
|
||||
|
|
@ -416,12 +421,12 @@ const emitChanges = () => {
|
|||
}
|
||||
|
||||
.contact-badge {
|
||||
margin-bottom: 0.75rem;
|
||||
margin-bottom: 0.5rem;
|
||||
}
|
||||
|
||||
.contact-info h5 {
|
||||
margin: 0 0 0.75rem 0;
|
||||
font-size: 1.25rem;
|
||||
margin: 0 0 0.5rem 0;
|
||||
font-size: 1.1rem;
|
||||
font-weight: 600;
|
||||
color: var(--text-color);
|
||||
}
|
||||
|
|
@ -429,30 +434,30 @@ const emitChanges = () => {
|
|||
.contact-details {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 0.5rem;
|
||||
gap: 0.25rem;
|
||||
}
|
||||
|
||||
.contact-detail {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 0.75rem;
|
||||
gap: 0.5rem;
|
||||
}
|
||||
|
||||
.contact-detail i {
|
||||
font-size: 1rem;
|
||||
font-size: 0.9rem;
|
||||
color: var(--primary-color);
|
||||
min-width: 20px;
|
||||
min-width: 18px;
|
||||
}
|
||||
|
||||
.contact-detail span {
|
||||
font-size: 0.95rem;
|
||||
font-size: 0.9rem;
|
||||
color: var(--text-color);
|
||||
}
|
||||
|
||||
/* Other Contacts */
|
||||
.other-contacts h6 {
|
||||
margin: 0 0 1rem 0;
|
||||
font-size: 0.9rem;
|
||||
margin: 0 0 0.75rem 0;
|
||||
font-size: 0.85rem;
|
||||
font-weight: 600;
|
||||
color: var(--text-color-secondary);
|
||||
text-transform: uppercase;
|
||||
|
|
@ -461,12 +466,12 @@ const emitChanges = () => {
|
|||
|
||||
.contacts-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(250px, 1fr));
|
||||
gap: 1rem;
|
||||
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
|
||||
gap: 0.75rem;
|
||||
}
|
||||
|
||||
.contact-card.small {
|
||||
padding: 1rem;
|
||||
padding: 0.75rem;
|
||||
}
|
||||
|
||||
.contact-info-compact {
|
||||
|
|
@ -581,27 +586,27 @@ const emitChanges = () => {
|
|||
.companies-list {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 0.75rem;
|
||||
gap: 0.5rem;
|
||||
}
|
||||
|
||||
.company-item {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 0.75rem;
|
||||
padding: 0.75rem;
|
||||
gap: 0.5rem;
|
||||
padding: 0.5rem;
|
||||
background: var(--surface-card);
|
||||
border-radius: 6px;
|
||||
border-radius: 4px;
|
||||
border: 1px solid var(--surface-border);
|
||||
}
|
||||
|
||||
.company-item i {
|
||||
font-size: 1rem;
|
||||
font-size: 0.9rem;
|
||||
color: var(--primary-color);
|
||||
min-width: 20px;
|
||||
min-width: 18px;
|
||||
}
|
||||
|
||||
.company-item span {
|
||||
font-size: 0.95rem;
|
||||
font-size: 0.9rem;
|
||||
color: var(--text-color);
|
||||
font-weight: 500;
|
||||
}
|
||||
|
|
|
|||
|
|
@ -196,6 +196,16 @@ const getClient = async (name) => {
|
|||
} else if (selectedAddress.value) {
|
||||
// geocode.value = await Api.getGeocode(selectedAddress.value);
|
||||
}
|
||||
|
||||
// Check if client is associated with current company
|
||||
if (companyStore.currentCompany && client.value.companies) {
|
||||
const clientHasCompany = client.value.companies.some(company => company.company === companyStore.currentCompany);
|
||||
if (!clientHasCompany) {
|
||||
notificationStore.addWarning(
|
||||
`The selected company is not linked to this client.`,
|
||||
);
|
||||
}
|
||||
}
|
||||
} catch (error) {
|
||||
console.error("Error fetching client data in Client.vue: ", error.message || error);
|
||||
} finally {
|
||||
|
|
@ -251,15 +261,26 @@ watch(
|
|||
() => companyStore.currentCompany,
|
||||
(newCompany) => {
|
||||
console.log("############# Company changed to:", newCompany);
|
||||
let companyIsPresent = false
|
||||
for (company of selectedAddressData.value.companies || []) {
|
||||
console.log("Checking address company:", company);
|
||||
if (company.company === newCompany) {
|
||||
companyIsPresent = true;
|
||||
break;
|
||||
}
|
||||
if (!newCompany || !client.value.customerName) return;
|
||||
|
||||
// Check if client is associated with the company
|
||||
let clientHasCompany = false;
|
||||
if (client.value.companies) {
|
||||
clientHasCompany = client.value.companies.some(company => company.company === newCompany);
|
||||
}
|
||||
if (!companyIsPresent) {
|
||||
|
||||
// Check if selected address is associated with the company
|
||||
let addressHasCompany = false;
|
||||
if (selectedAddressData.value?.companies) {
|
||||
addressHasCompany = selectedAddressData.value.companies.some(company => company.company === newCompany);
|
||||
}
|
||||
|
||||
// Show warnings for missing associations
|
||||
if (!clientHasCompany) {
|
||||
notificationStore.addWarning(
|
||||
`The selected company is not linked to this client.`,
|
||||
);
|
||||
} else if (!addressHasCompany) {
|
||||
notificationStore.addWarning(
|
||||
`The selected company is not linked to this address.`,
|
||||
);
|
||||
|
|
|
|||
90
templates/downpayment/downpayment.html
Normal file
90
templates/downpayment/downpayment.html
Normal file
|
|
@ -0,0 +1,90 @@
|
|||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>Down Payment Required</title>
|
||||
<style>
|
||||
body {
|
||||
font-family: Arial, sans-serif;
|
||||
line-height: 1.6;
|
||||
color: #333;
|
||||
background-color: #f4f4f4;
|
||||
margin: 0;
|
||||
padding: 20px;
|
||||
}
|
||||
.container {
|
||||
max-width: 600px;
|
||||
margin: 0 auto;
|
||||
background-color: #ffffff;
|
||||
padding: 20px;
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.header {
|
||||
text-align: center;
|
||||
padding-bottom: 20px;
|
||||
border-bottom: 1px solid #eee;
|
||||
}
|
||||
.header h1 {
|
||||
color: #2c3e50;
|
||||
margin: 0;
|
||||
}
|
||||
.content {
|
||||
padding: 20px 0;
|
||||
}
|
||||
.payment-details {
|
||||
background-color: #ecf0f1;
|
||||
padding: 15px;
|
||||
border-radius: 5px;
|
||||
margin: 20px 0;
|
||||
}
|
||||
.payment-details h2 {
|
||||
margin-top: 0;
|
||||
color: #e74c3c;
|
||||
}
|
||||
.cta-button {
|
||||
display: inline-block;
|
||||
background-color: #3498db;
|
||||
color: #ffffff;
|
||||
padding: 12px 24px;
|
||||
text-decoration: none;
|
||||
border-radius: 5px;
|
||||
font-weight: bold;
|
||||
text-align: center;
|
||||
margin: 20px 0;
|
||||
}
|
||||
.footer {
|
||||
text-align: center;
|
||||
padding-top: 20px;
|
||||
border-top: 1px solid #eee;
|
||||
color: #7f8c8d;
|
||||
font-size: 14px;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="container">
|
||||
<div class="header">
|
||||
<h1>Thank You for Confirming Your Quote</h1>
|
||||
</div>
|
||||
<div class="content">
|
||||
<p>Dear Valued Customer,</p>
|
||||
<p>Thank you for accepting our quote for services at {{ company_name }}. We're excited to work with you and appreciate your trust in our team.</p>
|
||||
<p>To proceed with scheduling your service, a half down payment is required. This helps us secure the necessary resources and ensures everything is prepared for your appointment.</p>
|
||||
<div class="payment-details">
|
||||
<h2>Payment Details</h2>
|
||||
<p><strong>Sales Order Number:</strong> {{ sales_order_number }}</p>
|
||||
<p><strong>Down Payment Amount:</strong> ${{ total_amount }}</p>
|
||||
</div>
|
||||
<p>Please click the button below to make your secure payment through our payment processor:</p>
|
||||
<a href="https://yourdomain.com/downpayment?so={{ sales_order_number }}&amount={{ total_amount }}" class="cta-button">Make Payment</a>
|
||||
<p>If you have any questions or need assistance, feel free to contact us. We're here to help!</p>
|
||||
<p>Best regards,<br>The Team at {{ company_name }}</p>
|
||||
</div>
|
||||
<div class="footer">
|
||||
<p>This is an automated email. Please do not reply directly.</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Loading…
Add table
Add a link
Reference in a new issue