add something to massage some of the data

custom_ui/api/db/clients.py

@@ -106,8 +106,12 @@ def get_client(client_name):
             clientData.update(map_lead_client(clientData))
         links = []
         if customer.doctype == "Customer":
-            clientData["addresses"] = customer.custom_select_address or []
+            for address_link in customer.custom_select_address:
-            clientData["contacts"] = customer.custom_add_contacts or []
+                address_doc = frappe.get_doc("Address", address_link.address_name)
+                clientData["addresses"].append(address_doc.as_dict())
+            for contact_link in customer.custom_add_contacts:
+                contact_doc = frappe.get_doc("Contact", contact_link.contact)
+                clientData["contacts"].append(contact_doc.as_dict())
 
         else:
             links = frappe.get_all(
@@ -130,7 +134,7 @@ def get_client(client_name):
                     clientData["contacts"].append(linked_doc.as_dict())
                 elif link["link_doctype"] == "Address":
                     clientData["addresses"].append(linked_doc.as_dict())
-        doctypes_to_fetch_history = []
+        
         # TODO: Continue getting other linked docs like jobs, invoices, etc.
         print("DEBUG: Final client data prepared:", clientData)
         return build_success_response(clientData)

custom_ui/events/jobs.py

@@ -0,0 +1,5 @@
+import frappe
+
+def after_insert(doc, method):
+    # This is where we will add logic to set tasks and other properties of a job based on it's project_template
+    pass

custom_ui/fixtures/doctype.json

@@ -477,6 +477,70 @@
     "trigger": null,
     "unique": 0,
     "width": null
+   },
+   {
+    "allow_bulk_edit": 0,
+    "allow_in_quick_entry": 0,
+    "allow_on_submit": 0,
+    "bold": 0,
+    "collapsible": 0,
+    "collapsible_depends_on": null,
+    "columns": 0,
+    "default": null,
+    "depends_on": null,
+    "description": "The project that this Quotation will eventually generate.",
+    "documentation_url": null,
+    "fetch_from": null,
+    "fetch_if_empty": 0,
+    "fieldname": "project_template",
+    "fieldtype": "Link",
+    "hidden": 0,
+    "hide_border": 0,
+    "hide_days": 0,
+    "hide_seconds": 0,
+    "ignore_user_permissions": 0,
+    "ignore_xss_filter": 0,
+    "in_filter": 0,
+    "in_global_search": 0,
+    "in_list_view": 0,
+    "in_preview": 0,
+    "in_standard_filter": 0,
+    "is_virtual": 0,
+    "label": "Project Template",
+    "length": 0,
+    "link_filters": null,
+    "make_attachment_public": 0,
+    "mandatory_depends_on": null,
+    "max_height": null,
+    "no_copy": 0,
+    "non_negative": 0,
+    "oldfieldname": null,
+    "oldfieldtype": null,
+    "options": "Project Template",
+    "parent": "Quotation Template",
+    "parentfield": "fields",
+    "parenttype": "DocType",
+    "permlevel": 0,
+    "placeholder": null,
+    "precision": "",
+    "print_hide": 0,
+    "print_hide_if_no_value": 0,
+    "print_width": null,
+    "read_only": 0,
+    "read_only_depends_on": null,
+    "remember_last_selected_value": 0,
+    "report_hide": 0,
+    "reqd": 0,
+    "search_index": 0,
+    "set_only_once": 0,
+    "show_dashboard": 0,
+    "show_on_timeline": 0,
+    "show_preview_popup": 0,
+    "sort_options": 0,
+    "translatable": 0,
+    "trigger": null,
+    "unique": 0,
+    "width": null
    }
   ],
   "force_re_route_to_default_view": 0,
@@ -498,8 +562,8 @@
   "make_attachments_public": 0,
   "max_attachments": 0,
   "menu_index": null,
-  "migration_hash": "2521636464aadbebbd70dfbf13252950",
+  "migration_hash": "d5c5525a76e0cba00a479f83d71ac74c",
-  "modified": "2026-01-07 11:10:03.317996",
+  "modified": "2026-01-09 09:08:21.281081",
   "module": "Selling",
   "name": "Quotation Template",
   "naming_rule": "",
@@ -996,8 +1060,8 @@
   "make_attachments_public": 0,
   "max_attachments": 0,
   "menu_index": null,
-  "migration_hash": "2521636464aadbebbd70dfbf13252950",
+  "migration_hash": "d5c5525a76e0cba00a479f83d71ac74c",
-  "modified": "2026-01-07 11:10:03.406758",
+  "modified": "2026-01-09 08:52:19.818789",
   "module": "Selling",
   "name": "Quotation Template Item",
   "naming_rule": "",

custom_ui/install.py

@@ -383,10 +383,13 @@ def update_address_fields():
         'custom_estimate_sent_status': 0,
         'custom_job_status': 0,
         'custom_payment_received_status': 0,
+        'address_linked_to_customer': 0,
         'total_field_updates': 0,
         'addresses_updated': 0,
         'quotations_updated': 0,
-        'sales_orders_updated': 0
+        'sales_orders_updated': 0,
+        'customers_updated': 0,
+        'contacts_updated': 0
     }
     
     onsite_meta = frappe.get_meta("On-Site Meeting")
@@ -401,7 +404,7 @@ def update_address_fields():
         
         # Print a three-line, refreshing progress block without adding new lines each loop
         progress_line = f"📊 Progress: [{bar}] {progress_percentage:3d}% ({index}/{total_doctypes})"
-        counters_line = f"   Fields updated: {field_counters['total_field_updates']} | DocTypes updated: {field_counters['addresses_updated'] + field_counters['quotations_updated'] + field_counters['sales_orders_updated']}"
+        counters_line = f"   Fields updated: {field_counters['total_field_updates']} | DocTypes updated: {field_counters['addresses_updated'] + field_counters['quotations_updated'] + field_counters['sales_orders_updated'] + field_counters['customers_updated']}"
         detail_line = f"   Processing: {doc['name'][:40]}..."
 
         if index == 1:
@@ -498,6 +501,26 @@ def update_address_fields():
             elif sales_invoices and sales_invoices[0]:
                 payment_received = "In Progress"
             
+            customer_name = getattr(address_doc, 'custom_customer_to_bill', None)
+            links = address_doc.get("links", [])
+            customer_links = [link for link in links if link.link_doctype == "Customer"]
+            needs_link_update = False
+            
+            if customer_name and frappe.db.exists("Customer", customer_name):
+                customer_doc = frappe.get_doc("Customer", customer_name)
+                
+                # Check if address needs link update
+                if not customer_links:
+                    needs_link_update = True
+                
+                if not address_doc.name in [link.address_name for link in customer_doc.get("custom_select_address", [])]:
+                    customer_doc.append("custom_select_address", {
+                        "address_name": address_doc.name
+                    })
+                    customer_doc.save(ignore_permissions=True)
+                    field_counters['customers_updated'] += 1
+                    field_counters['total_field_updates'] += 1
+            
             if getattr(address_doc, 'custom_onsite_meeting_scheduled', None) != onsite_meeting:
                 updates['custom_onsite_meeting_scheduled'] = onsite_meeting
                 field_counters['custom_onsite_meeting_scheduled'] += 1
@@ -519,6 +542,21 @@ def update_address_fields():
                 frappe.db.set_value("Address", doc['name'], updates)
                 field_counters['addresses_updated'] += 1
             
+            # Handle address links after db.set_value to avoid timestamp mismatch
+            if needs_link_update:
+                # Reload the document to get the latest version
+                address_doc = frappe.get_doc("Address", doc['name'])
+                address_doc.append("links", {
+                    "link_doctype": "Customer",
+                    "link_name": customer_name
+                })
+                address_doc.save(ignore_permissions=True)
+                field_counters['address_linked_to_customer'] += 1
+                field_counters['total_field_updates'] += 1
+                
+            
+                
+        
         # Commit every 100 records to avoid long transactions
         if index % 100 == 0:
             frappe.db.commit()
@@ -530,6 +568,7 @@ def update_address_fields():
     print(f"   • Addresses updated: {field_counters['addresses_updated']:,}")
     print(f"   • Quotations updated: {field_counters['quotations_updated']:,}")
     print(f"   • Sales Orders updated: {field_counters['sales_orders_updated']:,}")
+    print(f"   • Customers updated: {field_counters['customers_updated']:,}")
     print(f"   • Total field updates: {field_counters['total_field_updates']:,}")
     print(f"\n📝 Field-specific updates:")
     print(f"   • Full Address: {field_counters['full_address']:,}")