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estimate handling, percentage discounts

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This commit is contained in:
Casey 2025-12-23 08:12:37 -06:00
parent 9c837deb52
commit b8c264f779
10 changed files with 1365 additions and 31 deletions
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68
custom_ui/api/db/estimates.py
View file

@ -65,7 +65,38 @@ def get_estimate(estimate_name):
"""Get detailed information for a specific estimate."""
try:
estimate = frappe.get_doc("Quotation", estimate_name)
return build_success_response(estimate.as_dict())
est_dict = estimate.as_dict()
address_name = estimate.custom_installation_address or estimate.customer_address
if address_name:
# Fetch Address Doc
address_doc = frappe.get_doc("Address", address_name).as_dict()
est_dict["full_address"] = address_doc.get("full_address")
# Logic from get_address_by_full_address to populate customer and contacts
customer_exists = frappe.db.exists("Customer", address_doc.get("custom_customer_to_bill"))
doctype = "Customer" if customer_exists else "Lead"
name = ""
if doctype == "Customer":
name = address_doc.get("custom_customer_to_bill")
else:
lead_links = address_doc.get("links", [])
lead_name = [link.link_name for link in lead_links if link.link_doctype == "Lead"]
name = lead_name[0] if lead_name else ""
if name:
address_doc["customer"] = frappe.get_doc(doctype, name).as_dict()
contacts = []
if address_doc.get("custom_linked_contacts"):
for contact_link in address_doc.get("custom_linked_contacts"):
contact_doc = frappe.get_doc("Contact", contact_link.contact)
contacts.append(contact_doc.as_dict())
address_doc["contacts"] = contacts
est_dict["address_details"] = address_doc
return build_success_response(est_dict)
except Exception as e:
return build_error_response(str(e), 500)
@ -202,7 +233,7 @@ def update_response(name, response):
estimate.custom_response = response
estimate.custom_current_status = new_status
estimate.custom_followup_needed = 1 if response == "Requested call" else 0
estimate.status = "Ordered" if accepted else "Closed"
# estimate.status = "Ordered" if accepted else "Closed"
estimate.flags.ignore_permissions = True
print("DEBUG: Updating estimate with response:", response, "and status:", new_status)
estimate.save()
@ -222,7 +253,7 @@ def update_response(name, response):
return Response(html, mimetype="text/html")
except Exception as e:
template = "custom_ui/templates/estimates/error.html"
html = frappe.render_template(template, {"error_message": str(e)})
html = frappe.render_template(template, {"error": str(e)})
return Response(html, mimetype="text/html")
@ -236,6 +267,7 @@ def upsert_estimate(data):
print("DEBUG: Upsert estimate data:", data)
estimate_name = data.get("estimate_name")
is_customer = True if frappe.db.exists("Customer", data.get("customer")) else False
# If estimate_name exists, update existing estimate
if estimate_name:
@ -244,7 +276,8 @@ def upsert_estimate(data):
# Update fields
estimate.custom_installation_address = data.get("address_name")
estimate.party_name = data.get("contact_name")
estimate.party_name = data.get("customer")
estimate.contact_person = data.get("contact_name")
estimate.custom_requires_half_payment = data.get("requires_half_payment", 0)
# Clear existing items and add new ones
@ -254,6 +287,8 @@ def upsert_estimate(data):
estimate.append("items", {
"item_code": item.get("item_code"),
"qty": item.get("qty"),
"discount_amount": item.get("discount_amount") or item.get("discountAmount", 0),
"discount_percentage": item.get("discount_percentage") or item.get("discountPercentage", 0)
})
estimate.save()
@ -267,18 +302,24 @@ def upsert_estimate(data):
new_estimate = frappe.get_doc({
"doctype": "Quotation",
"custom_requires_half_payment": data.get("requires_half_payment", 0),
"custom_installation_address": data.get("address_name"),
# "custom_installation_address": data.get("address_name"),
"custom_current_status": "Draft",
"contact_email": data.get("contact_email"),
"party_name": data.get("contact_name"),
"company": "Sprinklers Northwest",
"customer_name": data.get("customer_name"),
"party_name": data.get("customer"),
"quotation_to": "Customer" if is_customer else "Lead",
"company": data.get("company"),
"customer_name": data.get("customer"),
"customer_address": data.get("address_name"),
"contact_person": data.get("contact_name"),
"letter_head": "company",
})
for item in data.get("items", []):
item = json.loads(item) if isinstance(item, str) else item
new_estimate.append("items", {
"item_code": item.get("item_code"),
"qty": item.get("qty"),
"discount_amount": item.get("discount_amount") or item.get("discountAmount", 0),
"discount_percentage": item.get("discount_percentage") or item.get("discountPercentage", 0)
})
new_estimate.insert()
print("DEBUG: New estimate created with name:", new_estimate.name)
@ -286,4 +327,13 @@ def upsert_estimate(data):
except Exception as e:
print(f"DEBUG: Error in upsert_estimate: {str(e)}")
return build_error_response(str(e), 500)
# @frappe.whitelist()
# def get_estimate_counts():
# """Get specific counts of estimates based on their status."""
# try:
# counts = {
# "total_estimates": frappe.db.count("Quotation"),
# "ready_to_"
# }

45
custom_ui/commands.py
View file

@ -3,6 +3,51 @@ import os
import subprocess
import frappe
from custom_ui.utils import create_module
from custom_ui.db_utils import search_any_field
@click.command("update-data")
@click.option("--site", default=None, help="Site to update data for")
def update_data(site):
address_names = frappe.get_all("Address", pluck="name")
total_addresses = len(address_names)
updated_addresses = 0
updated_contacts = 0
updated_customers = 0
total_updated_fields = 0
skipped = 0
for address_name in address_names:
should_update = False
address = frappe.get_doc("Address", address_name)
customer_name = address.custom_customer_to_bill
customer_links = [link for link in address.get("links", []) if link.link_doctype == "Customer"]
# lead_links = [link for link in address.get("links", []) if link.link_doctype == "Lead"]
contact_links = [link for link in address.get("links", []) if link.link_doctype == "Contact"] + address.get("custom_linked_contacts", [])
if frappe.db.exists("Customer", customer_name):
customer = frappe.get_doc("Customer", customer_name)
else:
lead_names = frappe.get_all("Lead", filters={"lead_name": customer_name}, pluck="name")
customer_name = lead_names[0] if lead_names else None
customer = frappe.get_doc("Lead", customer_name) if customer_name else None
if not customer_links and customer and customer.doctype == "Customer":
address.append("links", {
"link_doctype": customer.doctype,
"link_name": customer.name
})
updated_addresses += 1
should_update = True
elif not lead_links and customer and customer.doctype == "Lead":
address.append("links", {
"link_doctype": customer.doctype,
"link_name": customer.name
})
updated_addresses += 1
should_update = True
@click.command("build-frontend")
@click.option("--site", default=None, help="Site to build frontend for")

30
custom_ui/db_utils.py
View file

@ -1,4 +1,5 @@
import frappe
import json
def map_field_name(frontend_field):
@ -194,4 +195,31 @@ def map_lead_update(client_data):
print(f"DEBUG: Mapping field {client_field} to {lead_field} with value {client_data[client_field]}")
client_data[lead_field] = client_data[client_field]
return client_data
def search_any_field(doctype, text):
meta = frappe.get_meta(doctype)
like = f"%{text}%"
conditions = []
# 1️⃣ Explicitly include `name`
conditions.append("`name` LIKE %s")
# 2️⃣ Include searchable DocFields
for field in meta.fields:
if field.fieldtype in ("Data", "Small Text", "Text", "Link"):
conditions.append(f"`{field.fieldname}` LIKE %s")
query = f"""
SELECT name
FROM `tab{doctype}`
WHERE {" OR ".join(conditions)}
LIMIT 20
"""
return frappe.db.sql(
query,
[like] * len(conditions),
as_dict=True
)

6
custom_ui/events/estimate.py
View file

@ -33,7 +33,13 @@ def on_update_after_submit(doc, method):
try:
new_sales_order = make_sales_order(doc.name)
new_sales_order.custom_requires_half_payment = doc.requires_half_payment
new_sales_order.payment_schedule = []
print("DEBUG: Setting payment schedule for Sales Order")
new_sales_order.set_payment_schedule()
print("DEBUG: Inserting Sales Order:", new_sales_order.as_dict())
new_sales_order.delivery_date = new_sales_order.transaction_date
new_sales_order.insert()
print("DEBUG: Submitting Sales Order")
new_sales_order.submit()
print("DEBUG: Sales Order created successfully:", new_sales_order.name)
except Exception as e:

59
custom_ui/fixtures/custom_field.json Normal file
View file

@ -0,0 +1,59 @@
[
{
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Quotation",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "custom_quotation_template",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "amended_from",
"is_system_generated": 0,
"is_virtual": 0,
"label": "Quotation Template",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2025-12-23 02:28:02.771813",
"module": null,
"name": "Quotation-custom_quotation_template",
"no_copy": 0,
"non_negative": 0,
"options": "Quotation Template",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
}
]

974
custom_ui/fixtures/doctype.json Normal file
View file

@ -0,0 +1,974 @@
[
{
"_assign": null,
"_comments": null,
"_last_update": null,
"_liked_by": null,
"_user_tags": null,
"actions": [],
"allow_auto_repeat": 0,
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 1,
"app": null,
"autoname": null,
"beta": 0,
"color": null,
"colour": null,
"custom": 1,
"default_email_template": null,
"default_print_format": null,
"default_view": null,
"description": null,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"documentation": null,
"editable_grid": 0,
"email_append_to": 0,
"engine": "InnoDB",
"fields": [
{
"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": "Human readable name",
"documentation_url": null,
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "template_name",
"fieldtype": "Data",
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"description": "Audit trail",
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"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "source_quotation",
"fieldtype": "Link",
"hidden": 0,
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}
],
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"modified": "2025-12-23 02:03:44.840865",
"module": "Selling",
"name": "Quotation Template",
"naming_rule": "",
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"permissions": [
{
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}
],
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]

19
custom_ui/hooks.py
View file

@ -177,6 +177,25 @@ doc_events = {
}
}
fixtures = [
{
"dt": "DocType",
"filters": [
["name", "in", [
"Quotation Template",
"Quotation Template Item"
]]
]
},
{
"dt": "Custom Field",
"filters": [
["dt", "=", "Quotation"],
["fieldname", "=", "custom_quotation_template"]
]
}
]
# Scheduled Tasks
# ---------------

10
custom_ui/templates/estimates/error.html
View file

@ -58,6 +58,15 @@
margin-bottom: 15px;
line-height: 1.6;
}
.error-details {
color: #d32f2f;
font-size: 1em;
margin-top: 20px;
padding: 10px;
background-color: #ffebee;
border-left: 4px solid #d32f2f;
border-radius: 4px;
}
.highlight {
color: #2196f3;
font-weight: 600;
@ -69,6 +78,7 @@
<div class="icon">⚠️</div>
<h1>Oops! Something went wrong.</h1>
<p>We're sorry, but an error occurred. Please try again later or contact support if the problem persists.</p>
<p class="error-details">Error: {{ error or "An unknown error occurred." }}</p>
</div>
</body>
</html>