estimate handling, percentage discounts
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9c837deb52
commit
b8c264f779
10 changed files with 1365 additions and 31 deletions
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@ -65,7 +65,38 @@ def get_estimate(estimate_name):
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"""Get detailed information for a specific estimate."""
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try:
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estimate = frappe.get_doc("Quotation", estimate_name)
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return build_success_response(estimate.as_dict())
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est_dict = estimate.as_dict()
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address_name = estimate.custom_installation_address or estimate.customer_address
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if address_name:
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# Fetch Address Doc
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address_doc = frappe.get_doc("Address", address_name).as_dict()
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est_dict["full_address"] = address_doc.get("full_address")
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# Logic from get_address_by_full_address to populate customer and contacts
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customer_exists = frappe.db.exists("Customer", address_doc.get("custom_customer_to_bill"))
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doctype = "Customer" if customer_exists else "Lead"
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name = ""
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if doctype == "Customer":
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name = address_doc.get("custom_customer_to_bill")
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else:
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lead_links = address_doc.get("links", [])
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lead_name = [link.link_name for link in lead_links if link.link_doctype == "Lead"]
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name = lead_name[0] if lead_name else ""
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if name:
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address_doc["customer"] = frappe.get_doc(doctype, name).as_dict()
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contacts = []
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if address_doc.get("custom_linked_contacts"):
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for contact_link in address_doc.get("custom_linked_contacts"):
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contact_doc = frappe.get_doc("Contact", contact_link.contact)
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contacts.append(contact_doc.as_dict())
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address_doc["contacts"] = contacts
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est_dict["address_details"] = address_doc
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return build_success_response(est_dict)
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except Exception as e:
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return build_error_response(str(e), 500)
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@ -202,7 +233,7 @@ def update_response(name, response):
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estimate.custom_response = response
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estimate.custom_current_status = new_status
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estimate.custom_followup_needed = 1 if response == "Requested call" else 0
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estimate.status = "Ordered" if accepted else "Closed"
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# estimate.status = "Ordered" if accepted else "Closed"
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estimate.flags.ignore_permissions = True
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print("DEBUG: Updating estimate with response:", response, "and status:", new_status)
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estimate.save()
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@ -222,7 +253,7 @@ def update_response(name, response):
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return Response(html, mimetype="text/html")
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except Exception as e:
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template = "custom_ui/templates/estimates/error.html"
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html = frappe.render_template(template, {"error_message": str(e)})
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html = frappe.render_template(template, {"error": str(e)})
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return Response(html, mimetype="text/html")
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@ -236,6 +267,7 @@ def upsert_estimate(data):
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print("DEBUG: Upsert estimate data:", data)
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estimate_name = data.get("estimate_name")
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is_customer = True if frappe.db.exists("Customer", data.get("customer")) else False
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# If estimate_name exists, update existing estimate
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if estimate_name:
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@ -244,7 +276,8 @@ def upsert_estimate(data):
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# Update fields
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estimate.custom_installation_address = data.get("address_name")
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estimate.party_name = data.get("contact_name")
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estimate.party_name = data.get("customer")
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estimate.contact_person = data.get("contact_name")
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estimate.custom_requires_half_payment = data.get("requires_half_payment", 0)
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# Clear existing items and add new ones
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@ -254,6 +287,8 @@ def upsert_estimate(data):
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estimate.append("items", {
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"item_code": item.get("item_code"),
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"qty": item.get("qty"),
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"discount_amount": item.get("discount_amount") or item.get("discountAmount", 0),
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"discount_percentage": item.get("discount_percentage") or item.get("discountPercentage", 0)
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})
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estimate.save()
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@ -267,18 +302,24 @@ def upsert_estimate(data):
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new_estimate = frappe.get_doc({
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"doctype": "Quotation",
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"custom_requires_half_payment": data.get("requires_half_payment", 0),
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"custom_installation_address": data.get("address_name"),
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# "custom_installation_address": data.get("address_name"),
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"custom_current_status": "Draft",
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"contact_email": data.get("contact_email"),
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"party_name": data.get("contact_name"),
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"company": "Sprinklers Northwest",
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"customer_name": data.get("customer_name"),
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"party_name": data.get("customer"),
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"quotation_to": "Customer" if is_customer else "Lead",
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"company": data.get("company"),
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"customer_name": data.get("customer"),
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"customer_address": data.get("address_name"),
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"contact_person": data.get("contact_name"),
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"letter_head": "company",
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})
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for item in data.get("items", []):
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item = json.loads(item) if isinstance(item, str) else item
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new_estimate.append("items", {
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"item_code": item.get("item_code"),
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"qty": item.get("qty"),
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"discount_amount": item.get("discount_amount") or item.get("discountAmount", 0),
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"discount_percentage": item.get("discount_percentage") or item.get("discountPercentage", 0)
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})
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new_estimate.insert()
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print("DEBUG: New estimate created with name:", new_estimate.name)
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@ -286,4 +327,13 @@ def upsert_estimate(data):
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except Exception as e:
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print(f"DEBUG: Error in upsert_estimate: {str(e)}")
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return build_error_response(str(e), 500)
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# @frappe.whitelist()
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# def get_estimate_counts():
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# """Get specific counts of estimates based on their status."""
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# try:
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# counts = {
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# "total_estimates": frappe.db.count("Quotation"),
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# "ready_to_"
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# }
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