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big update

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This commit is contained in:
Casey 2026-01-13 08:11:58 -06:00
parent 6853950cc5
commit 992672b51b
11 changed files with 647 additions and 64 deletions
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74
custom_ui/api/db/clients.py
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@ -258,6 +258,9 @@ def upsert_client(data):
contacts = data.get("contacts", [])
# Check for existing address
client_doc = check_and_get_client_doc(customer_name)
if client_doc:
return build_error_response(f"Client with name '{customer_name}' already exists.", 400)
if address_exists(
data.get("address_line1"),
data.get("address_line2"),
@ -268,23 +271,22 @@ def upsert_client(data):
return build_error_response("This address already exists. Please use a different address or search for the address to find the associated client.", 400)
# Handle customer creation/update
client_doc = check_and_get_client_doc(customer_name)
if not client_doc:
print("#####DEBUG: Creating new lead.")
customer_type = data.get("customer_type", "Individual")
primary_contact = find_primary_contact_or_throw(contacts)
lead_data = {
"first_name": primary_contact.get("first_name"),
"last_name": primary_contact.get("last_name"),
"email_id": primary_contact.get("email"),
"phone": primary_contact.get("phone_number"),
"company": data.get("company"),
"custom_customer_name": customer_name,
"customer_type": customer_type
}
if customer_type == "Company":
lead_data["company_name"] = data.get("customer_name")
client_doc = create_lead(lead_data)
print("#####DEBUG: Creating new lead.")
customer_type = data.get("customer_type", "Individual")
primary_contact = find_primary_contact_or_throw(contacts)
lead_data = {
"first_name": primary_contact.get("first_name"),
"last_name": primary_contact.get("last_name"),
"email_id": primary_contact.get("email"),
"phone": primary_contact.get("phone_number"),
"company": data.get("company"),
"custom_customer_name": customer_name,
"customer_type": customer_type
}
if customer_type == "Company":
lead_data["company_name"] = data.get("customer_name")
client_doc = create_lead(lead_data)
print(f"#####DEBUG: {client_doc.doctype}:", client_doc.as_dict())
# Handle address creation
@ -295,7 +297,9 @@ def upsert_client(data):
"city": data.get("city"),
"state": data.get("state"),
"country": "United States",
"pincode": data.get("pincode")
"pincode": data.get("pincode"),
"customer_type": "Lead",
"customer_name": client_doc.name
})
#Handle contact creation
@ -330,24 +334,24 @@ def upsert_client(data):
})
contact_docs.append(contact_doc)
##### Create links
# Customer -> Address
if client_doc.doctype == "Customer":
print("#####DEBUG: Linking address to customer.")
client_doc.append("custom_select_address", {
"address_name": address_doc.name,
})
# ##### Create links
# # Customer -> Address
# if client_doc.doctype == "Customer":
# print("#####DEBUG: Linking address to customer.")
# client_doc.append("custom_select_address", {
# "address_name": address_doc.name,
# })
# Customer -> Contact
print("#####DEBUG: Linking contacts to customer.")
for contact_doc in contact_docs:
client_doc.append("custom_add_contacts", {
"contact": contact_doc.name,
"email": contact_doc.custom_email,
"phone": contact_doc.phone,
"role": contact_doc.role
})
client_doc.save(ignore_permissions=True)
# # Customer -> Contact
# print("#####DEBUG: Linking contacts to customer.")
# for contact_doc in contact_docs:
# client_doc.append("custom_add_contacts", {
# "contact": contact_doc.name,
# "email": contact_doc.custom_email,
# "phone": contact_doc.phone,
# "role": contact_doc.role
# })
# client_doc.save(ignore_permissions=True)
# Address -> Customer/Lead
create_address_links(address_doc, client_doc, contact_docs)