clean up db method files
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6 changed files with 199 additions and 143 deletions
216
custom_ui/api/db/clients.py
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216
custom_ui/api/db/clients.py
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import frappe, json
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from custom_ui.db_utils import process_query_conditions, build_datatable_response, get_count_or_filters
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# ===============================================================================
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# CLIENT MANAGEMENT API METHODS
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# ===============================================================================
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@frappe.whitelist()
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def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=None):
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"""Get counts of clients by status categories with optional weekly filtering."""
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# Build base filters for date range if weekly filtering is enabled
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base_filters = {}
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if weekly and week_start_date and week_end_date:
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# Assuming you have a date field to filter by - adjust the field name as needed
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# Common options: creation, modified, custom_date_field, etc.
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base_filters["creation"] = ["between", [week_start_date, week_end_date]]
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# Helper function to merge base filters with status filters
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def get_filters(status_field, status_value):
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filters = {status_field: status_value}
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filters.update(base_filters)
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return filters
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onsite_meeting_scheduled_status_counts = {
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"label": "On-Site Meeting Scheduled",
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"not_started": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Not Started")),
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"in_progress": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "In Progress")),
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"completed": frappe.db.count("Address", filters=get_filters("custom_onsite_meeting_scheduled", "Completed"))
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}
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estimate_sent_status_counts = {
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"label": "Estimate Sent",
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"not_started": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Not Started")),
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"in_progress": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "In Progress")),
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"completed": frappe.db.count("Address", filters=get_filters("custom_estimate_sent_status", "Completed"))
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}
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job_status_counts = {
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"label": "Job Status",
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"not_started": frappe.db.count("Address", filters=get_filters("custom_job_status", "Not Started")),
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"in_progress": frappe.db.count("Address", filters=get_filters("custom_job_status", "In Progress")),
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"completed": frappe.db.count("Address", filters=get_filters("custom_job_status", "Completed"))
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}
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payment_received_status_counts = {
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"label": "Payment Received",
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"not_started": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Not Started")),
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"in_progress": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "In Progress")),
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"completed": frappe.db.count("Address", filters=get_filters("custom_payment_received_status", "Completed"))
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}
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status_dicts = [
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onsite_meeting_scheduled_status_counts,
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estimate_sent_status_counts,
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job_status_counts,
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payment_received_status_counts
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]
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categories = []
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for status_dict in status_dicts:
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category = {
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"label": status_dict["label"],
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"statuses": [
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{
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"color": "red",
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"label": "Not Started",
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"count": status_dict["not_started"]
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},
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{
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"color": "yellow",
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"label": "In Progress",
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"count": status_dict["in_progress"]
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},
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{
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"color": "green",
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"label": "Completed",
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"count": status_dict["completed"]
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}
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]
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}
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categories.append(category)
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return categories
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@frappe.whitelist()
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def get_client(client_name):
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"""Get detailed information for a specific client including address, customer, and projects."""
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address = frappe.get_doc("Address", client_name)
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customer_name = address.custom_customer_to_bill if address.custom_customer_to_bill else [link.link_name for link in address.links if link.link_doctype == "Customer"][0] if address.links else None
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project_names = frappe.db.get_all("Project", fields=["name"], or_filters=[
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["custom_installation_address", "=", address.address_title],
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["custom_address", "=", address.address_title]
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], limit_page_length=100)
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projects = [frappe.get_doc("Project", proj["name"]) for proj in project_names]
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projects_data = []
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customer = frappe.get_doc("Customer", customer_name)
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# get all associated data as needed
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return {
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"address": address,
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"customer": customer,
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"projects": projects
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}
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@frappe.whitelist()
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def get_clients_table_data(filters={}, sortings=[], page=1, page_size=10):
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"""Get paginated client table data with filtering and sorting support."""
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print("DEBUG: Raw client table query received:", {
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"filters": filters,
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"sortings": sortings,
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"page": page,
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"page_size": page_size
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})
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processed_filters, processed_sortings, is_or, page, page_size = process_query_conditions(filters, sortings, page, page_size)
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# Handle count with proper OR filter support
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if is_or:
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count = frappe.db.sql(*get_count_or_filters("Address", processed_filters))[0][0]
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else:
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count = frappe.db.count("Address", filters=processed_filters)
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print("DEBUG: Count of addresses matching filters:", count)
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address_names = frappe.db.get_all(
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"Address",
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fields=["name"],
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filters=processed_filters if not is_or else None,
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or_filters=processed_filters if is_or else None,
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limit=page_size,
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start=(page - 1) * page_size,
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order_by=processed_sortings
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)
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addresses = [frappe.get_doc("Address", addr["name"]).as_dict() for addr in address_names]
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tableRows = []
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for address in addresses:
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tableRow = {}
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links = address.links
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customer_links = [link for link in links if link.link_doctype == "Customer"] if links else None
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customer_name = address.get("custom_customer_to_bill")
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if not customer_name and not customer_links:
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print("DEBUG: No customer links found and no customer to bill.")
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customer_name = "N/A"
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elif not customer_name and customer_links:
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print("DEBUG: No customer to bill. Customer links found:", customer_links)
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customer_name = customer_links[0].link_name
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tableRow["id"] = address["name"]
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tableRow["customer_name"] = customer_name
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tableRow["address"] = (
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f"{address['address_line1']}"
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f"{' ' + address['address_line2'] if address['address_line2'] else ''} "
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f"{address['city']}, {address['state']} {address['pincode']}"
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)
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tableRow["appointment_scheduled_status"] = address.custom_onsite_meeting_scheduled
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tableRow["estimate_sent_status"] = address.custom_estimate_sent_status
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tableRow["job_status"] = address.custom_job_status
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tableRow["payment_received_status"] = address.custom_payment_received_status
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tableRows.append(tableRow)
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return build_datatable_response(data=tableRows, count=count, page=page, page_size=page_size)
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@frappe.whitelist()
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def upsert_client(data):
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"""Create or update a client (customer and address)."""
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data = json.loads(data)
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# Handle customer creation/update
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customer = frappe.db.exists("Customer", {"customer_name": data.get("customer_name")})
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if not customer:
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customer_doc = frappe.get_doc({
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"doctype": "Customer",
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"customer_name": data.get("customer_name"),
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"customer_type": data.get("customer_type")
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}).insert(ignore_permissions=True)
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else:
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customer_doc = frappe.get_doc("Customer", customer)
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print("Customer:", customer_doc.as_dict())
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# Check for existing address
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filters = {
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"address_title": data.get("address_title"),
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}
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existing_address = frappe.db.exists("Address", filters)
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print("Existing address check:", existing_address)
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if existing_address:
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frappe.throw(f"Address already exists for customer {data.get('customer_name')}.", frappe.ValidationError)
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# Create address
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address_doc = frappe.get_doc({
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"doctype": "Address",
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"address_line1": data.get("address_line1"),
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"city": data.get("city"),
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"state": data.get("state"),
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"country": "United States",
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"address_title": data.get("address_title"),
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"pincode": data.get("pincode"),
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"custom_customer_to_bill": customer_doc.name
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}).insert(ignore_permissions=True)
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# Link address to customer
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link = {
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"link_doctype": "Customer",
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"link_name": customer_doc.name
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}
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address_doc.append("links", link)
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address_doc.save(ignore_permissions=True)
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return {
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"customer": customer_doc,
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"address": address_doc,
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"success": True
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}
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