update with main

custom_ui/api/db/bid_meetings.py

@@ -26,6 +26,18 @@ def get_week_bid_meetings(week_start, week_end, company):
     except Exception as e:
         frappe.log_error(message=str(e), title="Get Week On-Site Meetings Failed")
         return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def get_bid_meeting_note_form(project_template):
+    bid_meeting_note_form_name = frappe.db.get_value("Project Template", project_template, "bid_meeting_note_form")
+    if not bid_meeting_note_form_name:
+        return build_error_response(f"No Bid Meeting Note Form configured for Project Template '{project_template}'", 404)
+    try:
+        note_form = frappe.get_doc("Bid Meeting Note Form", bid_meeting_note_form_name)
+        return build_success_response(note_form.as_dict())
+    except Exception as e:
+        frappe.log_error(message=str(e), title="Get Bid Meeting Note Form Failed")
+        return build_error_response(str(e), 500)
 
 @frappe.whitelist()
 def get_bid_meetings(fields=["*"], filters={}, company=None):
@@ -75,6 +87,61 @@ def get_unscheduled_bid_meetings(company):
         frappe.log_error(message=str(e), title="Get Unscheduled On-Site Meetings Failed")
         return build_error_response(str(e), 500)
 
+@frappe.whitelist()
+def submit_bid_meeting_note_form(bid_meeting, project_template, fields, form_template):
+    """Submit Bid Meeting Note Form data for a specific On-Site Meeting."""
+    if isinstance(fields, str):
+        fields = json.loads(fields)
+    try:
+        print(f"DEBUG: Submitting Bid Meeting Note Form for meeting='{bid_meeting}' from template='{form_template}' with fields='{fields}'")
+        
+        meeting = DbService.get_or_throw("On-Site Meeting", bid_meeting)       
+        
+        # Update fields on the meeting
+        meeting_note_field_docs = [{
+            "label": field.get("label"),
+            "type": field.get("type"),
+            "value": json.dumps(field.get("value")) if isinstance(field.get("value"), (list, dict)) else field.get("value"),
+            "row": field.get("row"),
+            "column": field.get("column"),
+            "value_doctype": field.get("doctype_for_select"),
+            "available_options": field.get("options"),
+            "include_available_options": field.get("include_available_options", False),
+            "conditional_on_field": field.get("conditional_on_field"),
+            "conditional_on_value": field.get("conditional_on_value"),
+            "doctype_label_field": field.get("doctype_label_field")
+        } for field in fields]
+        new_bid_meeting_note_doc = frappe.get_doc({
+            "doctype": "Bid Meeting Note",
+            "bid_meeting": bid_meeting,
+            "project_template": project_template,
+            "form_template": form_template,
+            "fields": meeting_note_field_docs
+        })
+        new_bid_meeting_note_doc.insert(ignore_permissions=True)
+        for field_row, field in zip(new_bid_meeting_note_doc.fields, fields):
+            if not isinstance(field.get("value"), list):
+                continue
+            for item in field["value"]:
+                if not isinstance(item, dict):
+                    continue
+                new_bid_meeting_note_doc.append("quantities", {
+                    "meeting_note_field": field_row.name,
+                    "item": item.get("item"),
+                    "quantity": item.get("quantity")
+                })
+        new_bid_meeting_note_doc.save(ignore_permissions=True)
+        meeting.bid_notes = new_bid_meeting_note_doc.name
+        meeting.status = "Completed"
+        meeting.save()
+        frappe.db.commit()
+        
+        return build_success_response(meeting.as_dict())
+    except frappe.DoesNotExistError:
+        return build_error_response(f"On-Site Meeting '{bid_meeting}' does not exist.", 404)
+    except Exception as e:
+        frappe.log_error(message=str(e), title="Submit Bid Meeting Note Form Failed")
+        return build_error_response(str(e), 500)
 
 @frappe.whitelist()
 def get_bid_meeting(name):

custom_ui/api/db/estimates.py

@@ -14,8 +14,34 @@ from custom_ui.services import DbService, ClientService, AddressService, Contact
 def get_estimate_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated estimate table data with filtering and sorting."""
     print("DEBUG: Raw estimate options received:", filters, sortings, page, page_size)
-    filters, sortings, page, page_size = DbUtils.process_query_conditions(filters, sortings, page, page_size)
-
+    filters, sortings, page, page_size = DbUtils.process_datatable_request(filters, sortings, page, page_size)
+    sortings = "modified desc" if not sortings else sortings
+    count = frappe.db.count("Quotation", filters=filters)
+    print(f"DEBUG: Number of estimates returned: {count}")
+    estimate_names = frappe.db.get_all(
+        "Quotation",
+        filters=filters,
+        pluck="name",
+        limit=page_size,
+        start=(page) * page_size,
+        order_by=sortings
+    )
+    
+    estimates = [frappe.get_doc("Quotation", name).as_dict() for name in estimate_names]
+    tableRows = []
+    for estimate in estimates:
+        tableRow = {
+            "id": estimate["name"],
+            "address": frappe.db.get_value("Address", estimate.get("custom_job_address"), "full_address"),
+            # strip "-#-" from actual_customer_name and anything that comes after it
+            "customer": estimate.get("actual_customer_name").split("-#-")[0] if estimate.get("actual_customer_name") else estimate.get("customer_name") if estimate.get("customer_name") else "",
+            "status": estimate.get("custom_current_status", ""),
+            "order_type": estimate.get("order_type", ""),
+        }
+        tableRows.append(tableRow)
+    table_data_dict = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size)
+    return build_success_response(table_data_dict)
+    
 
 @frappe.whitelist()
 def get_estimate_table_data(filters={}, sortings=[], page=1, page_size=10):

custom_ui/api/db/general.py

@@ -1,6 +1,7 @@
 import frappe
 from custom_ui.db_utils import build_history_entries, build_success_response, build_error_response
 from datetime import datetime, timedelta
+import json
 
 def get_doc_history(doctype, docname):
     """Get the history of changes for a specific document."""
@@ -76,4 +77,24 @@ def get_week_holidays(week_start_date: str):
     )
 
     print(f"DEBUG: Retrieved holidays from {start_date} to {end_date}: {holidays}")
-    return build_success_response(holidays)
+    return build_success_response(holidays)
+
+@frappe.whitelist()
+def get_doc_list(doctype, fields=["*"], filters={}, pluck=None):
+    """Get list of documents for a given doctype with specified fields and filters."""
+    if isinstance(fields, str):
+        fields = json.loads(fields)
+    if isinstance(filters, str):
+        filters = json.loads(filters)
+    try:
+        docs = frappe.get_all(
+            doctype,
+            fields=fields,
+            filters=filters,
+            order_by="creation desc",
+            pluck=pluck
+        )
+        print(f"DEBUG: Retrieved documents for {doctype} with filters {filters}: {docs}")
+        return build_success_response(docs)
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/api/db/jobs.py

@@ -1,6 +1,6 @@
 import frappe, json
 from custom_ui.db_utils import process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, build_error_response
-from custom_ui.services import AddressService, ClientService
+from custom_ui.services import AddressService, ClientService, ServiceAppointmentService
 from frappe.utils import getdate
 
 # ===============================================================================

custom_ui/api/db/service_appointments.py

@@ -0,0 +1,40 @@
+import frappe, json
+from custom_ui.db_utils import build_success_response, build_error_response
+from custom_ui.services import ServiceAppointmentService
+
+@frappe.whitelist()
+def get_service_appointments(companies, filters={}):
+    """Get Service Appointments for given companies."""
+    try:
+        if isinstance(companies, str):
+            companies = json.loads(companies)
+        if isinstance(filters, str):
+            filters = json.loads(filters)
+        filters["company"] = ["in", companies]
+        service_appointment_names = frappe.get_all(
+            "Service Appointment",
+            filters=filters,
+            pluck="name"
+        )
+        service_appointments = [
+            ServiceAppointmentService.get_full_dict(name)
+            for name in service_appointment_names
+        ]
+        return build_success_response(service_appointments)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def update_service_appointment_scheduled_dates(service_appointment_name: str, start_date, end_date, crew_lead_name, start_time=None, end_time=None):
+    """Update scheduled dates for a Service Appointment."""
+    try:
+        updated_service_appointment = ServiceAppointmentService.update_scheduled_dates(
+            service_appointment_name,
+            start_date,
+            end_date,
+            start_time,
+            end_time
+        )
+        return build_success_response(updated_service_appointment.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/events/general.py

@@ -0,0 +1,6 @@
+import frappe
+
+def attach_bid_note_form_to_project_template(doc, method):
+    """Attatch Bid Meeting Note Form to Project Template on insert."""
+    print("DEBUG: Attaching Bid Meeting Note Form to Project Template")
+    frappe.set_value("Project Template", doc.project_template, "bid_meeting_note_form", doc.name)

custom_ui/events/jobs.py

@@ -1,5 +1,5 @@
 import frappe
-from custom_ui.services import AddressService, ClientService
+from custom_ui.services import AddressService, ClientService, ServiceAppointmentService, TaskService
 from datetime import timedelta
 
 def after_insert(doc, method):
@@ -21,6 +21,21 @@ def after_insert(doc, method):
             "job_status",
             "In Progress"
         )
+    service_apt = ServiceAppointmentService.create({
+        "project": doc.name,
+        "customer": doc.customer,
+        "address": doc.job_address,
+        "company": doc.company,
+        "project_template": doc.project_template
+    })
+    frappe.db.set_value("Project", doc.name, "service_appointment", service_apt.name)
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.name)]
+    for task_name in task_names:
+        doc.append("tasks", {
+            "task": task_name
+        })
+    TaskService.calculate_and_set_due_dates(task_names, "Created")
+    
     
     
 def before_insert(doc, method):
@@ -41,6 +56,12 @@ def before_save(doc, method):
         
 def after_save(doc, method):
     print("DEBUG: After Save Triggered for Project:", doc.name)
+    event = TaskService.determine_event(doc)
+    if event:
+        TaskService.calculate_and_set_due_dates(
+            [task.task for task in doc.tasks],
+            event
+        )
     if doc.project_template == "SNW Install":
         print("DEBUG: Project template is SNW Install, updating Address Job Status based on Project status")
         status_mapping = {

custom_ui/events/service_appointment.py

@@ -0,0 +1,17 @@
+import frappe
+
+from custom_ui.services import TaskService
+
+def on_update(doc, method):
+    print("DEBUG: On Update Triggered for Service Appointment")
+    event = TaskService.determine_event(doc)
+    if event:
+        tasks = TaskService.get_tasks_by_project(doc.project)
+        task_names = [task.name for task in tasks]
+        TaskService.calculate_and_set_due_dates(task_names=task_names, event=event)
+
+def after_insert(doc, method):
+    print("DEBUG: After Insert Triggered for Service Appointment")
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+    TaskService.calculate_and_set_due_dates(task_names=task_names, event="Created")
+    

custom_ui/events/task.py

@@ -1,5 +1,5 @@
 import frappe
-from custom_ui.services import AddressService, ClientService
+from custom_ui.services import AddressService, ClientService, TaskService
 
 def before_insert(doc, method):
     """Set values before inserting a Task."""
@@ -18,4 +18,16 @@ def after_insert(doc, method):
     AddressService.append_link_v2(
         doc.custom_property, "links", {"link_doctype": "Task", "link_name": doc.name}
     )
-
+    ClientService.append_link_v2(
+        doc.customer, "tasks", {"task": doc.name, "project_template": doc.project_template }
+    )
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+    TaskService.calculate_and_set_due_dates(task_names, "Created")
+    
+def after_save(doc, method):
+    print("DEBUG: After Save Triggered for Task:", doc.name)
+    event = TaskService.determine_event(doc)
+    if event:
+        task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+        TaskService.calculate_and_set_due_dates(task_names, event)
+    

custom_ui/fixtures/client_script.json

@@ -0,0 +1,519 @@
+[
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Opportunity",
+  "enabled": 1,
+  "modified": "2024-06-28 04:58:27.527685",
+  "module": null,
+  "name": "Set Item Price",
+  "script": "frappe.ui.form.on('Opportunity Item', {\r\n    item_code: function(frm, cdt, cdn) {\r\n        var row = locals[cdt][cdn];\r\n        if (row.item_code) {\r\n            frappe.call({\r\n                method: 'frappe.client.get_value',\r\n                args: {\r\n                    'doctype': 'Item Price',\r\n                    'filters': {\r\n                        'item_code': row.item_code,\r\n                        'selling': 1\r\n                    },\r\n                    'fieldname': ['price_list_rate']\r\n                },\r\n                callback: function(r) {\r\n                    if (r.message) {\r\n                        frappe.model.set_value(cdt, cdn, 'rate', r.message.price_list_rate);\r\n                        frappe.model.set_value(cdt, cdn, 'amount', row.qty * r.message.price_list_rate);\r\n                    }\r\n                }\r\n            });\r\n        }\r\n    },\r\n    qty: function(frm, cdt, cdn) {\r\n        var row = locals[cdt][cdn];\r\n        if (row.qty && row.rate) {\r\n            frappe.model.set_value(cdt, cdn, 'amount', row.qty * row.rate);\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "SNW Jobs",
+  "enabled": 1,
+  "modified": "2024-07-18 02:56:08.345504",
+  "module": null,
+  "name": "SNW Jobs - auto populate days",
+  "script": "frappe.ui.form.on('SNW Jobs', {\n    refresh(frm) {\n        // your code here (if needed)\n    },\n    start_date(frm) {\n        calculate_total_days(frm);\n    },\n    end_date(frm) {\n        calculate_total_days(frm);\n    }\n});\n\nfunction calculate_total_days(frm) {\n    if (frm.doc.start_date && frm.doc.end_date) {\n        const startDate = new Date(frm.doc.start_date);\n        const endDate = new Date(frm.doc.end_date);\n        const timeDiff = endDate - startDate;\n        const dayDiff = timeDiff / (1000 * 3600 * 24);\n        frm.set_value('number_of_days', dayDiff);\n    }\n}",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "SNW Jobs",
+  "enabled": 1,
+  "modified": "2024-07-18 03:04:59.760299",
+  "module": null,
+  "name": "SNW Jobs - Calculate Balance",
+  "script": "frappe.ui.form.on('SNW Jobs', {\r\n    refresh(frm) {\r\n        // Your code here (if needed)\r\n    },\r\n    total_expected_price(frm) {\r\n        calculate_balance(frm);\r\n    },\r\n    paid(frm) {\r\n        calculate_balance(frm);\r\n    }\r\n});\r\n\r\nfunction calculate_balance(frm) {\r\n    if (frm.doc.total_expected_price != null && frm.doc.paid != null) {\r\n        const balance = frm.doc.total_expected_price - frm.doc.paid;\r\n        frm.set_value('balance', balance);\r\n    }\r\n}\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "SNW Jobs",
+  "enabled": 1,
+  "modified": "2024-07-18 03:12:21.825901",
+  "module": null,
+  "name": "SNW Jobs - pull crew lead employees",
+  "script": "frappe.ui.form.on('SNW Jobs', {\n\trefresh(frm) {\n\t\t// your code here\n\t},\n\t onload(frm) {\n        frm.set_query('crew_leader', function() {\n            return {\n                filters: {\n                    designation: 'Crew Lead'\n                }\n            };\n        });\n    }\n})",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Follow Up Checklist",
+  "enabled": 1,
+  "modified": "2024-09-16 05:58:34.623817",
+  "module": null,
+  "name": "auto populate follow up form",
+  "script": "frappe.ui.form.on('Follow Up Checklist', {\n    customer:function(frm) {\n\t\t // Fetch customer details like phone and email\n        frappe.db.get_value(\"Address\", {\"customer\": frm.doc.customer, \"customer_primary_address\": 1}, \"address_line1\", function(r) {\n            if(r && r.address_line1) {\n                frm.set_value(\"address\", r.address_line1);  // Set the address field\n            }\n        });\n    }\n});",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Quotation",
+  "enabled": 1,
+  "modified": "2025-04-24 05:36:48.042696",
+  "module": null,
+  "name": "Item Markup Script",
+  "script": "frappe.ui.form.on('Quotation Item', {\r\n    item_code: function(frm, cdt, cdn) {\r\n        let row = locals[cdt][cdn];\r\n        if (row.item_code) {\r\n            // Fetch the item price from the Item Price List\r\n            frappe.call({\r\n                method: 'frappe.client.get_list',\r\n                args: {\r\n                    doctype: 'Item Price',\r\n                    filters: {\r\n                        item_code: row.item_code,\r\n                        price_list: frm.doc.selling_price_list  // Assuming the price list is set in the Quotation\r\n                    },\r\n                    fields: ['price_list_rate']\r\n                },\r\n                callback: function(response) {\r\n                    if (response.message && response.message.length > 0) {\r\n                        // Get the price from the Item Price List\r\n                        let base_rate = response.message[0].price_list_rate || 0;\r\n\r\n                        // Fetch the markup percentage from the Item master\r\n                        frappe.call({\r\n                            method: 'frappe.client.get',\r\n                            args: {\r\n                                doctype: 'Item',\r\n                                name: row.item_code\r\n                            },\r\n                            callback: function(r) {\r\n                                if (r.message) {\r\n                                    // Fetch the markup percentage from the Item master\r\n                                    let markup = r.message.custom_markup_percentage || 0;  // Default to 0% if not set\r\n                                    \r\n                                    // Calculate the new rate with markup\r\n                                    let new_rate = base_rate + (base_rate * (markup / 100));\r\n                                    frappe.model.set_value(cdt, cdn, 'rate', new_rate);\r\n                                    \r\n                                    // Refresh the items table to show the updated rate\r\n                                    frm.refresh_field('items');\r\n                                }\r\n                            }\r\n                        });\r\n                    }\r\n                }\r\n            });\r\n        }\r\n    }\r\n});\r\n\r\n// Optional: Recalculate all items on form refresh or load\r\nfrappe.ui.form.on('Quotation', {\r\n    refresh: function(frm) {\r\n        frm.doc.items.forEach(function(item) {\r\n            //frappe.model.trigger('item_code', item.name);\r\n        });\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Quotation",
+  "enabled": 1,
+  "modified": "2025-01-08 05:04:26.743210",
+  "module": null,
+  "name": "Quotation - Set Same Valid Until Date",
+  "script": "frappe.ui.form.on(\"Quotation\", {\n    onload: function(frm) {\n        frm.set_value('valid_till', '2025-12-31');\n    }\n});",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Note",
+  "enabled": 1,
+  "modified": "2024-10-24 23:43:27.548340",
+  "module": null,
+  "name": "Open Note in Edit Mode",
+  "script": "frappe.ui.form.on('Note', {\r\n    onload_post_render: function(frm) {\r\n        // Check if this is a new document or in read mode, then switch to edit mode\r\n        if (frm.is_new() || frm.doc.__unsaved) {\r\n            frm.page.set_primary_action(__('Save'), () => frm.save());\r\n            frm.page.wrapper.find('.btn-primary').removeClass('hidden');\r\n            frm.enable_save();\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2024-12-05 11:55:14.179233",
+  "module": null,
+  "name": "Address Doctype Linked City Auto Populate",
+  "script": "frappe.ui.form.on('Address', {\r\n    custom_linked_city: function (frm) {\r\n        if (frm.doc.custom_linked_city) {\r\n            frappe.db.get_doc('City', frm.doc.custom_linked_city).then(city_doc => {\r\n                frm.set_value('city', city_doc.city_name); // Sync to mandatory City field\r\n                frm.set_value('state', city_doc.state);    // Populate State\r\n                if (city_doc.zip_code) {\r\n                    frm.set_value('zip_code', city_doc.zip_code); // Populate Zip Code\r\n                }\r\n            });\r\n        }\r\n    },\r\n    city: function (frm) {\r\n        // Optionally, sync back to custom_linked_city when the mandatory City field is used\r\n        if (!frm.doc.custom_linked_city && frm.doc.city) {\r\n            frappe.msgprint(__('Consider selecting a linked city for better accuracy.'));\r\n        }\r\n    }\r\n});",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2024-12-06 05:15:31.487671",
+  "module": null,
+  "name": "Address - Irrigation District Visibility Condition",
+  "script": "frappe.ui.form.on('Address', {\r\n    refresh: function(frm) {\r\n        let show_irrigation_district = false;\r\n\r\n        // Check if 'is_shipping_address' is checked\r\n        if (frm.doc.is_shipping_address) {\r\n            // Required companies list\r\n            const required_companies = ['Sprinklers Northwest', 'Nuco Yard Care'];\r\n\r\n            // Check child table rows\r\n            if (frm.doc.custom_linked_companies) {\r\n                show_irrigation_district = frm.doc.custom_linked_companies.some(row =>\r\n                    required_companies.includes(row.company)\r\n                );\r\n            }\r\n        }\r\n\r\n        // Show or hide the custom_irrigation_district field\r\n        frm.set_df_property('custom_irrigation_district', 'hidden', !show_irrigation_district);\r\n    },\r\n\r\n    is_service_address: function(frm) {\r\n        // Re-run visibility logic when 'is_service_address' changes\r\n        frm.trigger('refresh');\r\n    },\r\n\r\n    custom_linked_companies: function(frm) {\r\n        // Re-run visibility logic when the child table is updated\r\n        frm.trigger('refresh');\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2024-12-06 05:27:19.840296",
+  "module": null,
+  "name": "Address - Installed By Snw Visibility Condition",
+  "script": "frappe.ui.form.on('Address', {\r\n    refresh: function(frm) {\r\n        frm.trigger('toggle_irrigation_fields');\r\n    },\r\n\r\n    custom_installed_by_sprinklers_nw: function(frm) {\r\n        frm.trigger('toggle_irrigation_fields');\r\n    },\r\n\r\n    toggle_irrigation_fields: function(frm) {\r\n        const is_installed = frm.doc.custom_installed_by_sprinklers_nw;\r\n\r\n        // Toggle visibility for irrigation-related fields\r\n        frm.set_df_property('custom_install_month', 'hidden', !is_installed);\r\n        frm.set_df_property('custom_install_year', 'hidden', !is_installed);\r\n        frm.set_df_property('custom_backflow_test_report', 'hidden', !is_installed);\r\n        frm.set_df_property('custom_photo_attachment', 'hidden', !is_installed);\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 0,
+  "modified": "2024-12-13 07:14:26.487456",
+  "module": null,
+  "name": "Address - Google Map Display",
+  "script": "frappe.ui.form.on('Address', {\r\n    refresh: function(frm) {\r\n        // Render Google Map if address fields are available and saved\r\n        if (!frm.is_new() && frm.doc.address_line1 && frm.doc.city && frm.doc.country) {\r\n            frm.trigger('render_google_map');\r\n        }\r\n    },\r\n\r\n    render_google_map: function(frm) {\r\n        // Construct the full address string\r\n        const address = [\r\n            frm.doc.address_line1,\r\n            frm.doc.address_line2 || '', // Optional\r\n            frm.doc.city,\r\n            frm.doc.state || '', // Optional\r\n            frm.doc.pincode || '', // Optional\r\n            frm.doc.country\r\n        ].filter(Boolean).join(', '); // Remove empty fields\r\n\r\n        // Replace with your Google Maps API Key\r\n        const apiKey = 'AIzaSyB2uNXSQpMp-lGJHIWFpzloWxs76zjkU8Y';\r\n\r\n        // Generate the embed URL\r\n        const mapUrl = `https://www.google.com/maps/embed/v1/place?key=${apiKey}&q=${encodeURIComponent(address)}`;\r\n\r\n        // Render the iframe in the HTML field\r\n        frm.fields_dict.custom_google_map.$wrapper.html(`\r\n            <iframe \r\n                width=\"100%\" \r\n                height=\"400\" \r\n                frameborder=\"0\" \r\n                style=\"border:0\" \r\n                src=\"${mapUrl}\" \r\n                allowfullscreen>\r\n            </iframe>\r\n        `);\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 0,
+  "modified": "2025-05-15 09:00:39.086280",
+  "module": null,
+  "name": "Address - Auto-Filling Mutiple Contact Email and Phone",
+  "script": "frappe.ui.form.on('Address Contact Role', {\r\n    contact: function(frm, cdt, cdn) {\r\n        let row = frappe.get_doc(cdt, cdn);\r\n\r\n        if (row.contact) {\r\n            // Fetch email and phone from the selected Contact\r\n            frappe.db.get_doc('Contact', row.contact).then(contact => {\r\n                if (contact) {\r\n                    // Pull primary email and phone from the Contact\r\n                    row.email = contact.email_id || '';\r\n                    row.phone = contact.phone || contact.mobile_no || ''; // Prefer phone, fallback to mobile_no\r\n                    frm.refresh_field('custom_linked_contacts');\r\n                }\r\n            });\r\n        } else {\r\n            // Clear fields if no Contact selected\r\n            row.email = '';\r\n            row.phone = '';\r\n            frm.refresh_field('custom_linked_contacts');\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Locate Log",
+  "enabled": 1,
+  "modified": "2024-12-11 12:11:35.789512",
+  "module": null,
+  "name": "Locate Button",
+  "script": "frappe.ui.form.on('Locate Log', {\r\n    refresh: function(frm) {\r\n        // Add the custom button \"Mark as Located\"\r\n        if (frm.doc.status !== 'Completed') {\r\n            frm.add_custom_button(__('Mark as Located'), function() {\r\n                frm.trigger('mark_as_located');\r\n            });\r\n        }\r\n    },\r\n    mark_as_located: function(frm) {\r\n        // Check if Dig Ticket # is provided\r\n        if (!frm.doc.dig_ticket_number) {\r\n            frappe.msgprint(__('Please enter a Dig Ticket #.'));\r\n            return;\r\n        }\r\n\r\n        // Trigger the backend method to update the Job Queue and Locate Log\r\n        frappe.call({\r\n            method: 'my_app.my_module.api.update_locate_log_and_job_queue',\r\n            args: {\r\n                locate_log: frm.doc.name,\r\n                dig_ticket_number: frm.doc.dig_ticket_number\r\n            },\r\n            callback: function(r) {\r\n                if (r.message) {\r\n                    frappe.msgprint(__('Locate marked as completed.'));\r\n                    frm.reload_doc(); // Reload the form to reflect changes\r\n                }\r\n            }\r\n        });\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 0,
+  "modified": "2024-12-11 13:24:02.894613",
+  "module": null,
+  "name": "Real-Time Updates for Address -Route Connection",
+  "script": "frappe.ui.form.on('Assigned Address', {\r\n    address_name: function (frm, cdt, cdn) {\r\n        const row = locals[cdt][cdn];\r\n\r\n        // Ensure the address_name field is set\r\n        if (row.address_name) {\r\n            // Fetch the custom_confirmation_status from the Address Doctype\r\n            frappe.db.get_value('Address', row.address_name, 'custom_confirmation_status', (value) => {\r\n                if (value && value.custom_confirmation_status) {\r\n                    // Set the status in the child table to match the Address confirmation status\r\n                    frappe.model.set_value(cdt, cdn, 'status', value.custom_confirmation_status);\r\n                } else {\r\n                    // Default to No Response if Address confirmation status is not set\r\n                    frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n                }\r\n            });\r\n        } else {\r\n            // If no address_name is set, default status to No Response\r\n            frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n        }\r\n    }\r\n});\r\n\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 0,
+  "modified": "2024-12-11 13:09:36.908372",
+  "module": null,
+  "name": "Real Time Updates for Address Doctype Connection to Pre-Built",
+  "script": "frappe.ui.form.on('Address', {\r\n    custom_confirmation_status: function (frm) {\r\n        // Check if the Service Route is set\r\n        if (!frm.doc.custom_service_route) {\r\n            frappe.msgprint(__('Service Route is not assigned for this address.'));\r\n            return;\r\n        }\r\n\r\n        // Retrieve the Assigned Address row where this address is linked\r\n        frappe.call({\r\n            method: 'frappe.client.get_value',\r\n            args: {\r\n                doctype: 'Assigned Address',\r\n                filters: { address_name: frm.doc.name },\r\n                fieldname: 'name'\r\n            },\r\n            callback: function (response) {\r\n                if (response.message) {\r\n                    const assigned_row_name = response.message.name;\r\n                    // Update the Status in the Assigned Address row\r\n                    frappe.call({\r\n                        method: 'frappe.client.set_value',\r\n                        args: {\r\n                            doctype: 'Assigned Address',\r\n                            name: assigned_row_name,\r\n                            fieldname: 'status',\r\n                            value: frm.doc.custom_confirmation_status\r\n                        },\r\n                        callback: function (response) {\r\n                            if (!response.exc) {\r\n                                frappe.msgprint(__('Status updated in Pre-Built Route.'));\r\n                            }\r\n                        }\r\n                    });\r\n                } else {\r\n                    frappe.msgprint(__('This address is not linked to any Pre-Built Route.'));\r\n                }\r\n            }\r\n        });\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2024-12-13 09:14:52.635425",
+  "module": null,
+  "name": "Color Code Route Child Table",
+  "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n    refresh: function (frm) {\r\n        // Loop through the rows in the Assigned Addresses table\r\n        frm.fields_dict['assigned_addresses'].grid.wrapper.find('.grid-row').each(function () {\r\n            const row = $(this);\r\n            const doc = row.data('doc'); // Get the child table row data\r\n\r\n            if (doc && doc.status) {\r\n                // Apply color based on the Status field\r\n                switch (doc.status) {\r\n                    case 'Confirmed':\r\n                        row.css('background-color', '#D4EDDA'); // Green for Scheduled\r\n                        break;\r\n                    case 'Reschedule':\r\n                        row.css('background-color', '#FFF3CD'); // Yellow for Completed\r\n                        break;\r\n                    case 'Declined':\r\n                        row.css('background-color', '#F8D7DA'); // Red for Pending Reschedule\r\n                        break;\r\n                    default:\r\n                        row.css('background-color', '#E2E0E0',); // Reset to default if no match\r\n                        break;\r\n                }\r\n            }\r\n        });\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2024-12-11 13:25:17.161414",
+  "module": null,
+  "name": "Dynamically Update Confirmation Status on Pre-Built Route",
+  "script": "frappe.ui.form.on('Assigned Address', {\r\n    address_name: function (frm, cdt, cdn) {\r\n        const row = locals[cdt][cdn];\r\n\r\n        // Ensure the address_name field is set\r\n        if (row.address_name) {\r\n            // Fetch the custom_confirmation_status from the Address Doctype\r\n            frappe.db.get_value('Address', row.address_name, 'custom_confirmation_status', (value) => {\r\n                if (value && value.custom_confirmation_status) {\r\n                    // Set the status in the child table to match the Address confirmation status\r\n                    frappe.model.set_value(cdt, cdn, 'status', value.custom_confirmation_status);\r\n                } else {\r\n                    // Default to No Response if Address confirmation status is not set\r\n                    frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n                }\r\n            });\r\n        } else {\r\n            // If no address_name is set, default status to No Response\r\n            frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n        }\r\n    }\r\n});",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 0,
+  "modified": "2024-12-13 09:03:06.173211",
+  "module": null,
+  "name": "Route Map",
+  "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n    refresh: function (frm) {\r\n        // Check if Google Maps API is loaded\r\n        if (!window.google || !window.google.maps) {\r\n            frappe.msgprint(__('Google Maps API is not loaded. Attempting to load...'));\r\n\r\n            // Dynamically load the Google Maps API\r\n            const script = document.createElement('script');\r\n            script.src = `https://maps.googleapis.com/maps/api/js?key=AIzaSyB2uNXSQpMp-lGJHIWFpzloWxs76zjkU8Y`;\r\n            script.async = true;\r\n            script.defer = true;\r\n\r\n            // Call renderMap after the API is loaded\r\n            script.onload = function () {\r\n                console.log(\"Google Maps API loaded successfully.\");\r\n                renderMap(frm); // Render the map after API loads\r\n            };\r\n\r\n            // Handle API load failure\r\n            script.onerror = function () {\r\n                frappe.msgprint(__('Failed to load Google Maps API. Please check your API key.'));\r\n            };\r\n\r\n            document.head.appendChild(script);\r\n        } else {\r\n            // If API is already loaded, render the map immediately\r\n            renderMap(frm);\r\n        }\r\n    }\r\n});\r\n\r\nfunction renderMap(frm) {\r\n    // Ensure the form has assigned addresses\r\n    const addresses = frm.doc.assigned_addresses || [];\r\n    if (!addresses.length) {\r\n        frappe.msgprint(__('No addresses found for this route.'));\r\n        return;\r\n    }\r\n\r\n    // Prepare points for the map\r\n    const points = addresses.map((row) => ({\r\n        lat: parseFloat(row.latitude || 0),\r\n        lng: parseFloat(row.longitude || 0),\r\n        status: row.status || 'No Response',\r\n        title: row.address_name || 'Unknown Address'\r\n    }));\r\n\r\n    console.log(\"Map points:\", points); // Debug the points array\r\n\r\n    // Define marker colors based on status\r\n    const statusColors = {\r\n        'Confirmed': 'green',\r\n        'Reschedule': 'yellow',\r\n        'Decline': 'red',\r\n        'No Response': 'white'\r\n    };\r\n\r\n    // Initialize map container\r\n    const mapContainer = frm.fields_dict['route_map'].wrapper;\r\n    mapContainer.innerHTML = '<div id=\"route-map\" style=\"height: 400px;\"></div>';\r\n    const map = new google.maps.Map(document.getElementById('route-map'), {\r\n        zoom: 10,\r\n        mapTypeId: 'roadmap'\r\n    });\r\n\r\n    // Fit map bounds to all points\r\n    const bounds = new google.maps.LatLngBounds();\r\n\r\n    // Add markers for each point\r\n    points.forEach((point) => {\r\n        if (point.lat && point.lng) {\r\n            const marker = new google.maps.Marker({\r\n                position: { lat: point.lat, lng: point.lng },\r\n                map: map,\r\n                title: point.title,\r\n                icon: {\r\n                    path: google.maps.SymbolPath.CIRCLE,\r\n                    scale: 8,\r\n                    fillColor: statusColors[point.status],\r\n                    fillOpacity: 1,\r\n                    strokeWeight: 0\r\n                }\r\n            });\r\n            bounds.extend(marker.getPosition());\r\n        }\r\n    });\r\n\r\n    // Adjust map view to fit all markers\r\n    if (!bounds.isEmpty()) {\r\n        map.fitBounds(bounds);\r\n    } else {\r\n        frappe.msgprint(__('No valid points to display on the map.'));\r\n    }\r\n}\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2025-05-15 12:34:32.006687",
+  "module": null,
+  "name": "Test - Update Address Map Display with lat/long",
+  "script": "frappe.ui.form.on('Address', {\r\n    refresh: function(frm) {\r\n        frm.trigger('render_google_map');\r\n    },\r\n\r\n    render_google_map: function(frm) {\r\n        if  (!frm.is_new() && frm.doc.address_line1 && frm.doc.city && frm.doc.country) {\r\n            // Render Google Map if address fields are available and saved\r\n\r\n            const address = [\r\n                frm.doc.address_line1,\r\n                frm.doc.address_line2 || '',\r\n                frm.doc.city,\r\n                frm.doc.state || '',\r\n                frm.doc.pincode || '',\r\n                frm.doc.country\r\n            ].filter(Boolean).join(', ');\r\n    \r\n            const apiKey = 'AIzaSyCd3ALZe6wjt3xnc7X_rRItfKAEJugfuZ4';\r\n            const mapUrl = `https://www.google.com/maps/embed/v1/place?key=${apiKey}&q=${encodeURIComponent(address)}`;\r\n    \r\n            frm.fields_dict.custom_google_map.$wrapper.html(`\r\n                <iframe \r\n                    width=\"100%\" \r\n                    height=\"400\" \r\n                    frameborder=\"0\" \r\n                    style=\"border:0\" \r\n                    src=\"${mapUrl}\" \r\n                    allowfullscreen>\r\n                </iframe>\r\n            `);\r\n        } else {\r\n            frm.fields_dict.custom_google_map.$wrapper.html('');\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2024-12-13 08:47:49.392360",
+  "module": null,
+  "name": "Test - Pull The lat/long into Assigned Address",
+  "script": "frappe.ui.form.on('Assigned Address', {\r\n    address_name: function(frm, cdt, cdn) {\r\n        let row = locals[cdt][cdn];\r\n        if (row.address_name) {\r\n            frappe.db.get_value('Address', row.address_name, ['custom_latitude', 'custom_longitude'], (value) => {\r\n                if (value) {\r\n                    frappe.model.set_value(cdt, cdn, 'latitude', value.custom_latitude);\r\n                    frappe.model.set_value(cdt, cdn, 'longitude', value.custom_longitude);\r\n                } else {\r\n                    frappe.msgprint(__('Could not fetch coordinates for the selected address.'));\r\n                }\r\n            });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2024-12-13 09:07:36.356251",
+  "module": null,
+  "name": "Test - Render color coded map",
+  "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n    refresh: function(frm) {\r\n        // Dynamically load Google Maps API if not already loaded\r\n        if (!window.google || !window.google.maps) {\r\n            const apiKey = 'AIzaSyCd3ALZe6wjt3xnc7X_rRItfKAEJugfuZ4'; // Replace with your actual API key\r\n            const script = document.createElement('script');\r\n            script.src = `https://maps.googleapis.com/maps/api/js?key=${apiKey}`;\r\n            script.async = true;\r\n            script.defer = true;\r\n            script.onload = function () {\r\n                console.log(\"Google Maps API loaded successfully.\");\r\n                renderMap(frm); // Render map after API is loaded\r\n            };\r\n            script.onerror = function () {\r\n                frappe.msgprint(__('Failed to load Google Maps API. Please check your API key.'));\r\n            };\r\n            document.head.appendChild(script);\r\n            return;\r\n        }\r\n\r\n        // If API is already loaded, render the map immediately\r\n        renderMap(frm);\r\n    }\r\n});\r\n\r\nfunction renderMap(frm) {\r\n    const addresses = frm.doc.assigned_addresses || [];\r\n    if (!addresses.length) {\r\n        frappe.msgprint(__('No addresses to display on the map.'));\r\n        return;\r\n    }\r\n\r\n    // Prepare points for the map\r\n    const points = addresses.map(row => ({\r\n        lat: parseFloat(row.latitude || 0),\r\n        lng: parseFloat(row.longitude || 0),\r\n        status: row.status || 'No Response',\r\n        title: row.address_name || 'Unknown Address'\r\n    }));\r\n\r\n    // Define marker colors based on status\r\n    const statusColors = {\r\n        'Confirmed': 'green',\r\n        'Reschedule': 'yellow',\r\n        'Declined': 'red',\r\n        'No Response': 'gray'\r\n    };\r\n\r\n    const mapContainer = frm.fields_dict['route_map'].wrapper;\r\n    mapContainer.innerHTML = '<div id=\"route-map\" style=\"height: 400px;\"></div>';\r\n    const map = new google.maps.Map(document.getElementById('route-map'), {\r\n        zoom: 10,\r\n        mapTypeId: 'roadmap'\r\n    });\r\n\r\n    const bounds = new google.maps.LatLngBounds();\r\n\r\n    // Add markers for each point\r\n    points.forEach(point => {\r\n        if (point.lat && point.lng) {\r\n            const marker = new google.maps.Marker({\r\n                position: { lat: point.lat, lng: point.lng },\r\n                map: map,\r\n                title: point.title,\r\n                icon: {\r\n                    path: google.maps.SymbolPath.CIRCLE,\r\n                    scale: 8,\r\n                    fillColor: statusColors[point.status],\r\n                    fillOpacity: 1,\r\n                    strokeWeight: 0\r\n                }\r\n            });\r\n            bounds.extend(marker.getPosition());\r\n        }\r\n    });\r\n\r\n    if (!bounds.isEmpty()) {\r\n        map.fitBounds(bounds);\r\n    }\r\n}\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Locate Log",
+  "enabled": 1,
+  "modified": "2024-12-16 14:47:43.738700",
+  "module": null,
+  "name": "calculated start date",
+  "script": "frappe.ui.form.on('Your DocType', {\r\n    date_located: function(frm) {\r\n        if (frm.doc.date_located) {\r\n            var input_date = frm.doc.date_located;\r\n            var calculated_date = addBusinessDays(input_date, 2);\r\n            frm.set_value('legal_start_date', calculated_date);\r\n        }\r\n    }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n    var date = new Date(startDate);\r\n    var daysAdded = 0;\r\n    \r\n    while (daysAdded < numBusinessDays) {\r\n        date.setDate(date.getDate() + 1);\r\n        // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n        if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n            daysAdded++;\r\n        }\r\n    }\r\n    \r\n    // Return the calculated date in the correct format for ERPNext\r\n    return frappe.datetime.add_days(date, 0);\r\n}\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Locate Log",
+  "enabled": 1,
+  "modified": "2024-12-16 14:47:43.716572",
+  "module": null,
+  "name": "calculated start date-list",
+  "script": "frappe.ui.form.on('Your DocType', {\r\n    date_located: function(frm) {\r\n        if (frm.doc.date_located) {\r\n            var input_date = frm.doc.date_located;\r\n            var calculated_date = addBusinessDays(input_date, 2);\r\n            frm.set_value('legal_start_date', calculated_date);\r\n        }\r\n    }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n    var date = new Date(startDate);\r\n    var daysAdded = 0;\r\n    \r\n    while (daysAdded < numBusinessDays) {\r\n        date.setDate(date.getDate() + 1);\r\n        // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n        if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n            daysAdded++;\r\n        }\r\n    }\r\n    \r\n    // Return the calculated date in the correct format for ERPNext\r\n    return frappe.datetime.add_days(date, 0);\r\n}\r\n",
+  "view": "List"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Locate Log",
+  "enabled": 1,
+  "modified": "2024-12-16 14:47:18.813864",
+  "module": null,
+  "name": "expiration date",
+  "script": "frappe.ui.form.on('Your DocType', {\r\n    // Trigger when the \"Marked as Located\" button is clicked\r\n    refresh: function(frm) {\r\n        frm.add_custom_button(__('Marked as Located'), function() {\r\n            update_expiration_date(frm);\r\n        });\r\n    }\r\n});\r\n\r\n// Function to update the expiration_date based on legal_start_date and state\r\nfunction update_expiration_date(frm) {\r\n    if (frm.doc.legal_start_date && frm.doc.state) {\r\n        var legalStartDate = frm.doc.legal_start_date;\r\n        var expirationDate = null;\r\n        \r\n        // Check the state and calculate expiration date accordingly\r\n        if (frm.doc.state === \"ID\") {\r\n            expirationDate = frappe.datetime.add_days(legalStartDate, 28);  // 28 days for ID\r\n        } else if (frm.doc.state === \"WA\") {\r\n            expirationDate = frappe.datetime.add_days(legalStartDate, 45);  // 45 days for WA\r\n        }\r\n\r\n        // Set the calculated expiration date if a valid state is selected\r\n        if (expirationDate) {\r\n            frm.set_value('expiration_date', expirationDate);\r\n            frappe.msgprint(__('Expiration Date has been calculated and updated.'));\r\n        } else {\r\n            frappe.msgprint(__('Please make sure both legal start date and state are filled.'));\r\n        }\r\n    } else {\r\n        frappe.msgprint(__('Please make sure both legal start date and state are filled.'));\r\n    }\r\n}\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Locate Log",
+  "enabled": 1,
+  "modified": "2024-12-16 14:53:13.214793",
+  "module": null,
+  "name": "expiration date -list",
+  "script": "frappe.ui.form.on('Your DocType', {\r\n    date_located: function(frm) {\r\n        if (frm.doc.date_located) {\r\n            var input_date = frm.doc.date_located;\r\n            var calculated_date = addBusinessDays(input_date, 30);\r\n            frm.set_value('expiration_date', calculated_date);\r\n        }\r\n    }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n    var date = new Date(startDate);\r\n    var daysAdded = 0;\r\n    \r\n    while (daysAdded < numBusinessDays) {\r\n        date.setDate(date.getDate() + 1);\r\n        // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n        if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n            daysAdded++;\r\n        }\r\n    }\r\n    \r\n    // Return the calculated date in the correct format for ERPNext\r\n    return frappe.datetime.add_days(date, 0);\r\n}\r\n",
+  "view": "List"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Quotation",
+  "enabled": 0,
+  "modified": "2025-01-24 13:24:25.882893",
+  "module": null,
+  "name": "Auto populate address from customer - test",
+  "script": "frappe.ui.form.on('Quotation', {\r\n    customer: function(frm) {\r\n        // Trigger when the customer field is set or changed\r\n        if (frm.doc.customer) {\r\n            frappe.call({\r\n                method: 'frappe.client.get_value',\r\n                args: {\r\n                    doctype: 'Customer',\r\n                    filters: { name: frm.doc.customer },\r\n                    fieldname: 'address_html'\r\n                },\r\n                callback: function(response) {\r\n                    if (response.message && response.message.address_html) {\r\n                        // Set the customer_address field in the Quotation\r\n                        frm.set_value('customer_address', response.message.address_html);\r\n                    } else {\r\n                        frappe.msgprint(__('No address found for the selected customer.'));\r\n                    }\r\n                }\r\n            });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 0,
+  "modified": "2025-01-24 14:05:52.607856",
+  "module": "Brotherton SOP",
+  "name": "address concatenate",
+  "script": "frappe.ui.form.on('<Address>', {\n    validate: function(frm) {\n        // Concatenate the fields\n        frm.set_value('address_line1', \n            (frm.doc.custom_street_number || '') + ', ' + \n            (frm.doc.custom_directional || '') + ', ' + \n            (frm.doc.custom_street_name || '') + ', ' + \n            (frm.doc.custom_street_suffix || '')\n        );\n    }\n});",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2025-05-15 12:30:18.280633",
+  "module": null,
+  "name": "Address Validation",
+  "script": "const renameInProgress = new Set();\r\nfunction rename(frm) {\r\n    const newName = frm.doc.address_line1;\r\n    if (!renameInProgress.has(newName)) {\r\n        renameInProgress.add(newName);\r\n        return frappe.call({\r\n            method: 'frappe.rename_doc',\r\n            freeze: true,\r\n    \t\tfreeze_message: \"Updating name...\",\r\n            args: {\r\n                doctype: 'Address',\r\n                old: frm.doc.name,\r\n                new: newName,\r\n                merge: 0\r\n            },\r\n            \r\n            // From https://github.com/frappe/frappe/blob/f708acb59e3cdc9ec1a91bcdfc0f36d6d012cbf5/frappe/public/js/frappe/model/model.js#L787\r\n            callback: function (r, rt) {\r\n    \t\t\tif (!r.exc) {\r\n    \t\t\t\t$(document).trigger(\"rename\", [\r\n    \t\t\t\t\t'Address',\r\n    \t\t\t\t\tfrm.doc.name,\r\n    \t\t\t\t\tr.message || newName,\r\n    \t\t\t\t]);\r\n    \t\t\t}\r\n    \t\t\trenameInProgress.delete(newName);\r\n    \t\t},\r\n        })\r\n    }\r\n}\r\n\r\nfrappe.ui.form.on('Address', {\r\n    // Trigger validation and formatting on refresh\r\n    refresh: function (frm) {\r\n        // Trigger field validation when the form is refreshed\r\n        frm.trigger('format_address_fields');\r\n        \r\n        // Rename to remove appended type, if needed\r\n        if (!frm.is_new() && frm.doc.name !== frm.doc.address_line1 && frm.doc.address_type === \"Other\") {\r\n            // Trial and error, seems like 1 second is needed to not cause issues\r\n            setTimeout(() => rename(frm), 1000);\r\n        }\r\n    },\r\n\r\n    // Watch for changes in address_line1 and address_line2 fields\r\n    address_line1: function (frm) {\r\n        frm.trigger('format_address_fields');\r\n         if (frm.doc.address_line1 && frm.doc.address_title !== frm.doc.address_line1) {\r\n            frm.set_value('address_title', frm.doc.address_line1);\r\n        }\r\n    },\r\n    address_line2: function (frm) {\r\n        frm.trigger('format_address_fields');\r\n    },\r\n\r\n    // Format and validate address fields\r\n    format_address_fields: function (frm) {\r\n        // Helper function to capitalize text and remove punctuation\r\n        function format_text(field) {\r\n            let value = frm.doc[field] || '';\r\n            // Remove punctuation and capitalize the text\r\n            let formatted_value = value\r\n                .replace(/[.,!?;:']/g, '') // Remove punctuation\r\n                .toUpperCase(); // Capitalize text\r\n            return formatted_value;\r\n        }\r\n\r\n        // Format address_line1 and address_line2\r\n        const formatted_line1 = format_text('address_line1');\r\n        const formatted_line2 = format_text('address_line2');\r\n\r\n        // Set the formatted values back to the form\r\n        if (formatted_line1 !== frm.doc.address_line1) {\r\n            frm.set_value('address_line1', formatted_line1);\r\n        }\r\n        if (formatted_line2 !== frm.doc.address_line2) {\r\n            frm.set_value('address_line2', formatted_line2);\r\n        }\r\n\r\n        // Validate if punctuation exists (after formatting)\r\n        if (/[.,!?;:']/.test(frm.doc.address_line1) || /[.,!?;:']/.test(frm.doc.address_line2)) {\r\n            frappe.msgprint(__('Punctuation is not allowed in address fields.'));\r\n        }\r\n    },\r\n\r\n    // Before saving the document, validate the fields\r\n    validate: function (frm) {\r\n        const invalidFields = [];\r\n\r\n        // Check if punctuation still exists in address fields\r\n        ['address_line1', 'address_line2'].forEach(field => {\r\n            if (/[.,!?;:']/.test(frm.doc[field])) {\r\n                invalidFields.push(field);\r\n            }\r\n        });\r\n\r\n        // If invalid fields exist, stop the save process and alert the user\r\n        if (invalidFields.length > 0) {\r\n            frappe.msgprint(__('Punctuation is not allowed in address fields: ') + invalidFields.join(', '));\r\n            frappe.validated = false; // Prevent saving\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "QB Export",
+  "enabled": 1,
+  "modified": "2025-02-04 03:12:39.473331",
+  "module": null,
+  "name": "QB Export",
+  "script": "frappe.ui.form.on('QB Export', {\n\tonload(frm) {\n\t    if (!frm.doc.start_date) frm.doc.start_date = new Date(new Date().getFullYear(), new Date().getMonth()-1)\n        if (!frm.doc.end_date) frm.doc.end_date = new Date(new Date().getFullYear(), new Date().getMonth(), 0)\n    }\n})",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Customer",
+  "enabled": 1,
+  "modified": "2025-02-05 05:28:54.588303",
+  "module": null,
+  "name": "Customer - Allow Multiple Addresses To Be Asssigned",
+  "script": "frappe.ui.form.on('Custom Customer Address Link', {\r\n    address_name: function(frm, cdt, cdn) {\r\n        let row = locals[cdt][cdn];\r\n        \r\n        if (row.address_name) {\r\n            frappe.call({\r\n                method: \"frappe.client.get\",\r\n                args: {\r\n                    doctype: \"Address\",\r\n                    name: row.address_name\r\n                },\r\n                callback: function(r) {\r\n                    if (r.message) {\r\n                        frappe.model.set_value(cdt, cdn, \"address_line1\", r.message.address_line1);\r\n                        frappe.model.set_value(cdt, cdn, \"city\", r.message.city);\r\n                        frappe.model.set_value(cdt, cdn, \"state\", r.message.state);\r\n                        frappe.model.set_value(cdt, cdn, \"pincode\", r.message.pincode);\r\n                        frappe.model.set_value(cdt, cdn, \"address_type\", r.message.address_type);\r\n                    }\r\n                }\r\n            });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Sales Order",
+  "enabled": 1,
+  "modified": "2025-03-05 05:13:03.150519",
+  "module": null,
+  "name": "Carry Over Installation Address",
+  "script": "frappe.ui.form.on(\"Sales Order\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.quotation) {\r\n            frappe.db.get_value(\"Quotation\", frm.doc.quotation, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                       \r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Sales Invoice",
+  "enabled": 1,
+  "modified": "2025-03-05 05:13:42.768423",
+  "module": null,
+  "name": "Quotation to Sales Invoice Carry Over",
+  "script": "frappe.ui.form.on(\"Sales Invoice\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.quotation) {\r\n            frappe.db.get_value(\"Quotation\", frm.doc.quotation, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Work Order",
+  "enabled": 1,
+  "modified": "2025-03-05 07:09:42.680637",
+  "module": null,
+  "name": "Sales Order to Work Order Carry Over",
+  "script": "frappe.ui.form.on(\"Work Order\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.sales_order) {\r\n            frappe.db.get_value(\"Sales Order\", frm.doc.sales_order, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Delivery Note",
+  "enabled": 1,
+  "modified": "2025-03-05 05:15:06.408083",
+  "module": null,
+  "name": "Sales Order to Delivery Note Carry Over",
+  "script": "frappe.ui.form.on(\"Delivery Note\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.against_sales_order) {\r\n            frappe.db.get_value(\"Sales Order\", frm.doc.against_sales_order, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Payment Entry",
+  "enabled": 1,
+  "modified": "2025-04-25 04:17:25.626671",
+  "module": null,
+  "name": "Sales Invoice to Payment Entry Carry Over",
+  "script": "frappe.ui.form.on(\"Payment Entry\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.reference_doctype && frm.doc.reference_name) {\r\n            let source_doctype = frm.doc.reference_doctype;\r\n            let source_name = frm.doc.reference_name;\r\n\r\n            frappe.db.get_value(\"Sales Invoice\", frm.doc.sales_invoice, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Job Card",
+  "enabled": 1,
+  "modified": "2025-03-05 05:22:37.566028",
+  "module": null,
+  "name": "Work Order to Job Card Carry Over",
+  "script": "frappe.ui.form.on(\"Job Card\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.work_order) {\r\n            frappe.db.get_value(\"Work Order\", frm.doc.work_order, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_jobsite\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Project",
+  "enabled": 1,
+  "modified": "2025-03-05 05:19:29.828616",
+  "module": null,
+  "name": "Sales Order to Project Carry Over",
+  "script": "frappe.ui.form.on(\"Project\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address && frm.doc.sales_order) {\r\n            frappe.db.get_value(\"Sales Order\", frm.doc.sales_order, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message && r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2025-09-02 11:38:09.302073",
+  "module": null,
+  "name": "Buttons on Address Doctype",
+  "script": "frappe.ui.form.on(\"Address\", {\r\n    refresh: function (frm) {\r\n        if (!frm.is_new()) {\r\n            frm.add_custom_button(__('Schedule On-Site Meeting'), function () {\r\n                sessionStorage.setItem('on-site-meeting-address', frm.doc.name);\r\n                frappe.set_route(\"List\", \"On-Site Meeting\", \"Calendar\", \"On-Site Meeting Calendar\");\r\n            }, __(\"Create\"));\r\n            \r\n              // Add button to create a Sales Order\r\n            frm.add_custom_button(__('Create Sales Order'), function () {\r\n                frappe.new_doc('Sales Order', {\r\n                    custom_installation_address: frm.doc.name,\r\n                    customer: frm.doc.custom_customer_to_bill\r\n                });\r\n            }, __(\"Create\"));\r\n            \r\n               // Add button to create a Quotation\r\n            frm.add_custom_button(__('Create Quotation'), function () {\r\n                frappe.new_doc('Quotation', {\r\n                    custom_installation_address: frm.doc.name,\r\n                    quotation_to: 'Customer',\r\n                    party_name: frm.doc.custom_customer_to_bill\r\n                });\r\n            }, __(\"Create\"));\r\n            // Add button to create a new Service Appointment\r\n            frm.add_custom_button(__('Create Service Appointment'), function() {\r\n                frappe.new_doc('Service Appointment', {\r\n                   //custom_location_of_meeting: frm.doc.name,\r\n                   contact: frm.doc.custom_customer_to_bill\r\n                });\r\n            }, __(\"Create\"));\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "On-Site Meeting",
+  "enabled": 1,
+  "modified": "2025-04-17 12:19:42.335880",
+  "module": null,
+  "name": "On-Site Meeting - autofill address from session Enabled",
+  "script": "frappe.ui.form.on('On-Site Meeting', {\n\tonload(frm) {\n\t    if (sessionStorage.getItem('on-site-meeting-address')) {\n\t        frm.set_value('address', sessionStorage.getItem('on-site-meeting-address'));\n\t        console.log('start_time', frm.doc.start_time)\n\t        if (frm.doc.start_time) {\n\t            frm.save();\n\t        }\n\t    }\n\t},\n\tvalidate(frm) {\n\t    let end = new Date(frm.doc.start_time + \" GMT\");\n\t    end.setHours(end.getHours() + 1)\n\t    frm.set_value('end_time', end.toISOString().replace('T', ' ').split('.')[0]);\n\t},\n\tafter_save(frm) {\n\t    console.log('on submit')\n\t    if (frm.doc.address === sessionStorage.getItem('on-site-meeting-address')) {\n\t        frappe.set_route('Form', 'Address', frm.doc.address);\n\t    }\n\t    sessionStorage.removeItem('on-site-meeting-address');\n\t},\n\tafter_cancel(frm) {\n\t    sessionStorage.removeItem('on-site-meeting-address');\n\t},\n\tafter_discard(frm) {\n\t    sessionStorage.removeItem('on-site-meeting-address');\n\t},\n})",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Quotation",
+  "enabled": 1,
+  "modified": "2025-05-08 13:56:46.345762",
+  "module": null,
+  "name": "Quick-send quote button (SNW)",
+  "script": "frappe.ui.form.on('Quotation', {\n\trefresh(frm) {\n\t    if (frm.doc.status == \"Open\" && frm.doc.company == \"Sprinklers Northwest\") {\n    \t\tfrm.add_custom_button(__('Send Email'), async function () {\n    \t\t    const party = frm.doc.quotation_to && frm.doc.party_name ? await frappe.db.get_doc(frm.doc.quotation_to, frm.doc.party_name) : null;\n    \t\t    const address = frm.doc.custom_installation_address ? await frappe.db.get_doc('Address', frm.doc.custom_installation_address) : null;\n    \t\t    \n    \t\t    let email = null;\n    \t\t    if (party && party.email_id) {\n    \t\t        email = party.email_id;\n    \t\t    } else if (party && party.email_ids && party.email_ids.length) {\n    \t\t        const primary = party.email_ids.find(email => email.is_primary);\n    \t\t        if (primary) email = primary.email_id;\n    \t\t        else email = party.email_ids[0].email_id;\n    \t\t    } else if (address && address.email_id) {\n    \t\t        email = address.email_id;\n    \t\t    }\n    \t\t    \n    \t\t    if (!email) {\n    \t\t        frappe.msgprint(\"No email on customer or address\");\n    \t\t        return;\n    \t\t    }\n    \t\t    \n                frappe.confirm(`Send quote to ${frm.doc.party_name} (${email})?`,\n                    async () => {\n                        const { message: { subject, message } } = await frappe.call({\n                            method: \"frappe.email.doctype.email_template.email_template.get_email_template\",\n                            type: \"POST\",\n                            args: {\n                                template_name: 'Quote with Actions - SNW',\n                                doc: frm.doc\n                            }\n                        });\n                        \n                        await frappe.call({\n                            method: \"frappe.core.doctype.communication.email.make\",\n                            type: 'POST',\n                            args: {\n                                recipients: email, \n                                subject,\n                                content: message,\n                                doctype: 'Quotation',\n                                name: frm.doc.name,\n                                send_email: 1,\n                                send_me_a_copy: 0,\n                                print_format: 'SNW Quotations',\n                                email_template: 'Quote with Actions - SNW',\n                                read_receipt: 1,\n                                print_letterhead: 1\n                            }\n                        });\n                        \n                        frappe.msgprint(\"Email Queued\");\n                    },\n                    null\n                );\n            });\n\t    }\n\t}\n})",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Payment Entry",
+  "enabled": 1,
+  "modified": "2025-05-02 11:03:34.086145",
+  "module": null,
+  "name": "Installation Address Carry  Over from Sales Order to Payment Address",
+  "script": "frappe.ui.form.on(\"Payment Entry\", {\r\n    onload: function(frm) {\r\n        if (!frm.doc.custom_installation_address &&  frm.doc.against_sales_order) {\r\n            frappe.db.get_value(\"Sales Order\",  frm.doc.against_sales_order, \"custom_installation_address\")\r\n                .then(r => {\r\n                    if (r.message.custom_installation_address) {\r\n                        frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n                    }\r\n                });\r\n        }\r\n    }\r\n});\r\n\r\n\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Payment Entry",
+  "enabled": 1,
+  "modified": "2025-05-08 13:20:53.255294",
+  "module": null,
+  "name": "Fetch billing customer from installation address",
+  "script": "frappe.ui.form.on('Payment Entry', {\n\tcustom_installation_address(frm) {\n\t    if (frm.doc.custom_installation_address) {\n\t        frappe.db.get_doc('Address', frm.doc.custom_installation_address).then(doc => {\n                frm.set_value('party_type', 'Customer')\n                frm.set_value('party', doc.custom_customer_to_bill)\n            })\n\t    }\n\t}\n})",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2025-06-17 02:12:53.095227",
+  "module": null,
+  "name": "Filter Route Technicians by Role",
+  "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n    onload: function(frm) {\r\n\r\n        // Filter Crew Leader: Only show employees with designation = \"Crew Lead\"\r\n        frm.set_query('crew_leader', () => {\r\n            return {\r\n                filters: {\r\n                    designation: 'Crew Lead',\r\n                    status: 'Active'\r\n                }\r\n            };\r\n        });\r\n\r\n        // Filter Technicians: Only show active employees who are NOT crew leads\r\n        frm.fields_dict['assigned_technicians'].grid.get_field('employee').get_query = function() {\r\n            return {\r\n                filters: [\r\n                    ['designation', '!=', 'Crew Lead'],\r\n                    ['status', '=', 'Active']\r\n                ]\r\n            };\r\n        };\r\n\r\n    },\r\n\r\n    // Optional: Prevent assigning crew leader as a technician too\r\n    validate: function(frm) {\r\n        let crew_leader = frm.doc.crew_leader;\r\n        let techs = frm.doc.assigned_technicians || [];\r\n\r\n        let duplicate = techs.find(row => row.employee === crew_leader);\r\n        if (duplicate) {\r\n            frappe.msgprint(__('Crew Leader cannot be listed as a Technician.'));\r\n            frappe.validated = false;\r\n        }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Pre-Built Routes",
+  "enabled": 1,
+  "modified": "2025-06-17 02:20:56.937981",
+  "module": null,
+  "name": "Auto-Fetch Relevant Sales Order",
+  "script": "// Trigger this logic whenever the address_name field is changed\nfrappe.ui.form.on('Assigned Address', {\n    address_name: function(frm, cdt, cdn) {\n        let row = locals[cdt][cdn];\n// Exit early if no address is selected\n        if (!row.address_name) return;\n // Call the server to fetch all Sales Orders with this installation address\n        frappe.call({\n            method: \"frappe.client.get_list\",\n            args: {\n                doctype: \"Sales Order\",\n                filters: {\n                    custom_installation_address: row.address_name\n                },\n                fields: [\"name\", \"customer\", \"transaction_date\", \"status\", \"grand_total\"]\n            },\n            callback: function(response) {\n                const orders = response.message;\n                // Case: No Sales Orders found\n                if (!orders || orders.length === 0) {\n                    frappe.msgprint(\"No Sales Orders found for this address.\");\n                    frappe.model.set_value(cdt, cdn, \"linked_sales_order\", \"\");\n                    return;\n                }\n                // Case: Exactly one Sales Order found — auto-select it\n                if (orders.length === 1) {\n                    frappe.model.set_value(cdt, cdn, \"linked_sales_order\", orders[0].name);\n                    return;\n                }\n\n                 // Case: Multiple Sales Orders found — show a dialog to select one\n\n                // Create a user-friendly list of options for the select field\n                const options = orders.map(order => {\n                    return {\n                        label: `${order.name} | ${order.customer} | ${frappe.datetime.str_to_user(order.transaction_date)} | ${order.status} | $${order.grand_total}`,\n                        value: order.name\n                    };\n                });\n                  // Define and show a custom dialog for selecting the appropriate Sales Order\n                const dialog = new frappe.ui.Dialog({\n                    title: \"Select Sales Order for \" + row.address_name,\n                    fields: [\n                        {\n                            fieldname: 'selected_so',\n                            label: 'Sales Order',\n                            fieldtype: 'Select',\n                            options: options,\n                            reqd: 1\n                        }\n                    ],\n                    primary_action_label: 'Select',\n                    primary_action(values) {\n                        frappe.model.set_value(cdt, cdn, \"linked_sales_order\", values.selected_so);\n                        dialog.hide();\n                    }\n                });\n\n                dialog.show();\n            }\n        });\n    }\n});\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Project",
+  "enabled": 1,
+  "modified": "2025-08-29 17:31:31.663751",
+  "module": null,
+  "name": "Project Warranty Countdown",
+  "script": "frappe.ui.form.on('Project', {\n\trefresh(frm) {\n\t\tif (frm.doc.status == \"Completed\" && frm.doc.project_template == \"SNW Install\") {\n\t\t    let message;\n\t\t    const days = Math.abs(frappe.datetime.get_day_diff(frm.doc.custom_warranty_expiration_date, frm.doc.custom_completion_date));\n\t\t    let dayMessage = days == 1 ? \"day\" : \"days\";\n\t\t    if (frappe.datetime.get_today() <= frm.doc.custom_warranty_expiration_date) {\n\t\t        message = `Warranty is valid for ${days} more ${dayMessage}`;\n\t\t    } else {\n\t\t        message = `Warranty has expired ${days} ${dayMessage} ago.`;\n\t\t    }\n\t\t    frm.set_value(\"custom_warranty_information\", message);\n\t\t}\n\t}\n});\n",
+  "view": "Form"
+ },
+ {
+  "docstatus": 0,
+  "doctype": "Client Script",
+  "dt": "Address",
+  "enabled": 1,
+  "modified": "2025-05-15 09:21:20.813661",
+  "module": null,
+  "name": "Address Error Fix",
+  "script": "frappe.ui.form.on('Address', {\r\n    validate: function (frm) {\r\n        // Default value for the custom field (if it doesn't exist in Address DocType)\r\n        if (!frm.doc.hasOwnProperty('custom_is_your_company_address')) {\r\n            frm.doc.custom_is_your_company_address = false;\r\n        }\r\n\r\n        // Custom validation logic\r\n        // if (frm.doc.custom_is_your_company_address && !frm.doc.some_other_field) {\r\n        //     frappe.throw(__('Please ensure that the required fields are filled out for Company Address.'));\r\n        // }\r\n    }\r\n});\r\n",
+  "view": "Form"
+ }
+]

custom_ui/hooks.py

@@ -192,6 +192,9 @@ doc_events = {
     "Task": {
         "before_insert": "custom_ui.events.task.before_insert",
         "after_insert": "custom_ui.events.task.after_insert"
+    },
+    "Bid Meeting Note Form": {
+        "after_insert": "custom_ui.events.general.attach_bid_note_form_to_project_template"
     }
 }
 
@@ -205,79 +208,26 @@ fixtures = [
     {
         "dt": "DocType",
         "filters": [
-            ["name", "in", [
-                "Quotation Template",
-                "Quotation Template Item",
-                "Customer Company Link",
-                "Customer Address Link",
-                "Customer Contact Link",
-
-                # New link doctypes
-                "Customer Project Link",
-                "Customer Quotation Link",
-                "Customer Sales Order Link",
-                "Customer On-Site Meeting Link",
-                "Lead Address Link",
-                "Lead Contact Link",
-                "Lead Companies Link",
-                "Lead Quotation Link",
-                "Lead On-Site Meeting Link",
-                "Address Project Link",
-                "Address Quotation Link",
-                "Address On-Site Meeting Link",
-                "Address Sales Order Link",
-                "Address Contact Link",
-                "Address Company Link",
-                "Contact Address Link",
-                "Address Task Link",
-                "Customer Task Link"
-            ]]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Quotation"],
-            ["fieldname", "in", [
-                "custom_quotation_template",
-                "custom_project_template"
-            ]]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Sales Order"],
-            ["fieldname", "=", "custom_project_template"]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Lead"],
-            ["fieldname", "=", "custom_customer_name"]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Project Template"],
-            ["fieldname", "=", "company"]
-        ]
-    },
-    {
-        "dt": "Property Setter",
-        "filters": [
-            ["doc_type", "=", "Lead"],
-            ["doc_type", "=", "Project"],
-            ["doc_type", "=", "Address"]
-        ]
-    }
+            ["custom", "=", 1]
+        ]
+    },
 
+    # These don't have reliable flags → export all
+    {"dt": "Custom Field"},
+    {"dt": "Property Setter"},
+    {"dt": "Client Script"},
+    {"dt": "Server Script"},
+    {"dt": "Report"},
+    {"dt": "Print Format"},
+    {"dt": "Dashboard"},
+    {"dt": "Workspace"},
 ]
 
 
 
+
+
+
 # Scheduled Tasks
 # ---------------
 

custom_ui/install.py

@@ -19,6 +19,8 @@ def after_install():
     frappe.reload_doctype("On-Site Meeting")
     update_onsite_meeting_fields()
     update_address_fields()
+    check_and_create_holiday_list()
+    create_snw_install_task_types()
     build_frontend()
 
 def after_migrate():
@@ -33,6 +35,7 @@ def after_migrate():
         frappe.reload_doctype(doctype)
 
     check_and_create_holiday_list()
+    create_snw_install_task_types()
 
     # update_address_fields()
     # build_frontend()
@@ -1020,3 +1023,143 @@ def get_all_sundays(year):
         d += timedelta(days=7)
 
     return sundays
+
+def create_snw_install_task_types():
+    task_types = [
+        {
+            "title": "Locate",
+            "description": "Utility locate request prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "Permit",
+            "description": "Permits required prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "1/2 Down Payment",
+            "description": "Collect half down payment on project creation.",
+            "calculate_from": "Project",
+            "trigger": "Created",
+            "no_due_date": 1,
+        },
+        {
+            "title": "Machine Staging",
+            "description": "Stage machinery one day before installation start.",
+            "base_date": "Start",
+            "offset_days": 1,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "Final Invoice",
+            "description": "Send final invoice within 5 days of job completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Backflow Test",
+            "description": "Backflow test after job completion if quoted.",
+            "base_date": "Completion",
+            "offset_days": 0,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Schedule Permit Inspection",
+            "description": "Schedule permit inspection 5 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "15 Day Warranty Follow-Up",
+            "description": "15-day warranty follow-up after completion.",
+            "base_date": "Completion",
+            "offset_days": 15,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "30 Day Warranty Check",
+            "description": "30-day warranty check after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "30 Day Payment Reminder",
+            "description": "Payment reminder sent 30 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "60 Day Late Payment Notice",
+            "description": "Late payment notification at 60 days post completion.",
+            "base_date": "Completion",
+            "offset_days": 60,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "80 Day Lien Notice",
+            "description": "Lien notice if payment is still late after 80 days.",
+            "base_date": "Completion",
+            "offset_days": 80,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "365 Day Warranty Call / Walk",
+            "description": "One-year warranty call or walk-through.",
+            "base_date": "Completion",
+            "offset_days": 365,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+    ]
+
+    for task_type in task_types:
+        # Idempotency check
+        if frappe.db.exists("Task Type", task_type["title"]):
+            continue
+
+        doc = frappe.get_doc({
+            "doctype": "Task Type",
+            "title": task_type["title"],
+            "description": task_type["description"],
+            "base_date": task_type.get("base_date"),
+            "offset_days": task_type.get("offset_days", 0),
+            "offset_direction": task_type.get("offset_direction"),
+            "calculate_from": task_type.get("calculate_from", "Service Appointment"),
+            "trigger": task_type["trigger"],
+            "no_due_date": task_type.get("no_due_date", 0),
+        })
+
+        doc.insert(ignore_permissions=True)
+
+    frappe.db.commit()

custom_ui/services/__init__.py

@@ -3,4 +3,6 @@ from .contact_service import ContactService
 from .db_service import DbService
 from .client_service import ClientService
 from .estimate_service import EstimateService
-from .onsite_meeting_service import OnSiteMeetingService
+from .onsite_meeting_service import OnSiteMeetingService
+from .task_service import TaskService
+from .service_appointment_service import ServiceAppointmentService

custom_ui/services/service_appointment_service.py

@@ -0,0 +1,53 @@
+import frappe
+from custom_ui.services import ContactService, AddressService, ClientService, DbService
+
+class ServiceAppointmentService:
+    
+    @staticmethod
+    def create(data):
+        """Create a new Service Appointment document."""
+        print("DEBUG: Creating Service Appointment with data:", data)
+        service_appointment_doc = frappe.get_doc({
+            "doctype": "Service Appointment",
+            **data
+        })
+        service_appointment_doc.insert()
+        print("DEBUG: Created Service Appointment with name:", service_appointment_doc.name)
+        return service_appointment_doc
+    
+    @staticmethod
+    def get_full_dict(service_appointment_name: str) -> dict:
+        """Retrieve a Service Appointment document as a full dictionary."""
+        print(f"DEBUG: Retrieving Service Appointment document with name: {service_appointment_name}")
+        service_appointment = frappe.get_doc("Service Appointment", service_appointment_name).as_dict()
+        service_appointment["service_address"] = AddressService.get_or_throw(service_appointment["service_address"]).as_dict()
+        service_appointment["customer"] = ClientService.get_client_or_throw(service_appointment["customer"]).as_dict()
+        service_appointment["project"] = DbService.get_doc_or_throw("Project", service_appointment["project"]).as_dict()
+        
+        return service_appointment
+    
+    @staticmethod
+    def update_scheduled_dates(service_appointment_name: str, start_date, end_date, start_time=None, end_time=None):
+        """Update the scheduled start and end dates of a Service Appointment."""
+        print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}")
+        service_appointment = DbService.get_or_throw("Service Appointment", service_appointment_name)
+        service_appointment.expected_start_date = start_date
+        service_appointment.expected_end_date = end_date
+        if start_time:
+            service_appointment.expected_start_time = start_time
+        if end_time:
+            service_appointment.expected_end_time = end_time
+        service_appointment.save()
+        print(f"DEBUG: Updated scheduled dates for Service Appointment {service_appointment_name}")
+        return service_appointment
+    
+    @staticmethod
+    def update_field(service_appointment_name: str, updates: list[tuple[str, any]]):
+        """Update specific fields of a Service Appointment."""
+        print(f"DEBUG: Updating fields for Service Appointment {service_appointment_name} with updates: {updates}")
+        service_appointment = DbService.get_or_throw("Service Appointment", service_appointment_name)
+        for field, value in updates:
+            setattr(service_appointment, field, value)
+        service_appointment.save()
+        print(f"DEBUG: Updated fields for Service Appointment {service_appointment_name}")
+        return service_appointment

custom_ui/services/task_service.py

@@ -0,0 +1,143 @@
+import frappe
+from frappe.utils.safe_exec import safe_eval
+from datetime import timedelta, datetime, date
+class TaskService:
+    
+    
+    @staticmethod
+    def calculate_and_set_due_dates(task_names: list[str], event: str):
+        """Calculate the due date for a list of tasks based on their expected end dates."""
+        for task_name in task_names:
+            TaskService.check_and_update_task_due_date(task_name, event)
+            
+            
+    @staticmethod
+    def get_tasks_by_project(project_name: str):
+        """Retrieve all tasks associated with a given project."""
+        task_names = frappe.get_all("Task", filters={"project": project_name}, pluck="name")
+        tasks = [frappe.get_doc("Task", task_name) for task_name in task_names]
+        return tasks
+    
+    @staticmethod
+    def check_and_update_task_due_date(task_name: str, event: str):
+        """Determine the triggering configuration for a given task."""
+        task_type_doc = TaskService.get_task_type_doc(task_name)
+        if task_type_doc.trigger != event:
+            print(f"DEBUG: Task {task_name} trigger {task_type_doc.trigger} does not match event {event}, skipping calculation.")
+            return
+        if task_type_doc.logic_key:
+            print(f"DEBUG: Task {task_name} has a logic key set, skipping calculations and running logic.")
+            safe_eval(task_type_doc.logic_key, {"task_name": task_name, "task_type_doc": task_type_doc})
+        if task_type_doc.no_due_date:
+            print(f"DEBUG: Task {task_name} is marked as no due date, skipping calculation.")
+            return
+        calculated_from = task_type_doc.calculated_from
+        trigger = task_type_doc.trigger
+        print(f"DEBUG: Calculating triggering data for Task {task_name} from {calculated_from} on trigger {trigger}")
+        
+        
+        triggering_doc_dict = TaskService.get_triggering_doc_dict(task_name=task_name, task_type_doc=task_type_doc)
+                
+        
+        calculated_due_date, calculated_start_date = TaskService.calculate_dates(
+            task_name=task_name, 
+            triggering_doc_dict=triggering_doc_dict, 
+            task_type_doc=task_type_doc
+            )
+        
+        update_required = TaskService.determine_update_required(
+            task_name=task_name,
+            calculated_due_date=calculated_due_date,
+            calculated_start_date=calculated_start_date
+        )
+        if update_required:
+            TaskService.update_task_dates(
+                task_name=task_name,
+                calculated_due_date=calculated_due_date,
+                calculated_start_date=calculated_start_date
+            )
+    
+    @staticmethod
+    def get_task_type_doc(task_name: str):
+        task_type_name = frappe.get_value("Task", task_name, "task_type")
+        return frappe.get_doc("Task Type", task_type_name)
+    
+    @staticmethod
+    def calculate_dates(task_name: str, triggering_doc_dict: dict, task_type_doc) -> tuple[date | None, date | None]:
+        offset_direction = task_type_doc.offset_direction
+        offset_days = task_type_doc.offset_days
+        base_date_field = TaskService.map_base_date_to_field(task_type_doc.base_date)
+        
+        if offset_direction == "Before":
+            offset_days = -offset_days
+        
+        base_date_field_value = triggering_doc_dict.get(base_date_field)
+        
+        if isinstance(base_date_field_value, datetime):
+            base_date_field_value = base_date_field_value.date()
+        
+        calculated_due_date = base_date_field_value + timedelta(days=offset_days) 
+        calculated_start_date = None
+        if task_type_doc.days > 1:
+            calculated_start_date = calculated_due_date - timedelta(days=task_type_doc.days)
+        print(f"DEBUG: Calculated dates for Task {task_name} - Due Date: {calculated_due_date}, Start Date: {calculated_start_date}")
+        return calculated_due_date, calculated_start_date
+        
+    @staticmethod
+    def determine_update_required(task_name: str, calculated_due_date: date | None, calculated_start_date: date | None) -> bool:
+        current_due_date = frappe.get_value("Task", task_name, "expected_end_date")
+        current_start_date = frappe.get_value("Task", task_name, "expected_start_date")
+        if current_due_date != calculated_due_date or current_start_date != calculated_start_date:
+            print(f"DEBUG: Update required for Task {task_name}. Current due date: {current_due_date}, Calculated due date: {calculated_due_date}. Current start date: {current_start_date}, Calculated start date: {calculated_start_date}")
+            return True
+        else:
+            print(f"DEBUG: No update required for Task {task_name}. Dates are up to date.")
+            return False
+         
+            
+    @staticmethod
+    def get_triggering_doc_dict(task_name: str, task_type_doc) -> dict | None:
+        project_name = frappe.get_value("Task", task_name, "project")
+        dict = None
+        if task_type_doc.calculated_from == "Project":
+            dict = frappe.get_doc("Project", project_name).to_dict()
+        if task_type_doc.calculated_from == "Service Appointment":
+            service_name = frappe.get_value("Project", project_name, "service_appointment")
+            dict = frappe.get_doc("Service Appointment", service_name).to_dict()
+        if task_type_doc.calculated_from == "Task":
+            project_doc = frappe.get_doc("Project", project_name)
+            for task in project_doc.tasks:
+                if task.task_type == task_type_doc.task_type_calculate_from:
+                    dict = frappe.get_doc("Task", task.task).to_dict()
+        print(f"DEBUG: Triggering doc dict for Task {task_name}: {dict}")
+        return dict
+                
+    @staticmethod
+    def update_task_dates(task_name: str, calculated_due_date: date | None, calculated_start_date: date | None):
+        task_doc = frappe.get_doc("Task", task_name)
+        task_doc.expected_end_date = calculated_due_date
+        task_doc.expected_start_date = calculated_start_date
+        task_doc.save(ignore_permissions=True)
+        print(f"DEBUG: Updated Task {task_name} with new dates - Start: {calculated_start_date}, End: {calculated_due_date}")
+    
+    @staticmethod
+    def map_base_date_to_field(base_date: str) -> str:
+        """Map a base date configuration to a corresponding field name."""
+        base_date_field_map = {
+            "Start": "expected_start_date",
+            "End": "expected_end_date",
+            "Creation": "creation",
+            "Completion": "actual_end_date"
+        }
+        return base_date_field_map.get(base_date, "expected_end_date")
+        
+    @staticmethod
+    def determine_event(triggering_doc) -> str | None: 
+        prev_doc = triggering_doc.get_doc_before_save()
+        if prev_doc.expected_end_date != triggering_doc.expected_end_date or prev_doc.expected_start_date != triggering_doc.expected_start_date:
+            return "Scheduled"
+        elif prev_doc.status != triggering_doc.status and triggering_doc.status == "Completed":
+            return "Completed"
+        else:
+            return None
+        

frontend/src/api.js

@@ -10,6 +10,7 @@ const FRAPPE_GET_INCOMPLETE_BIDS_METHOD = "custom_ui.api.db.on_site_meetings.get
 // Estimate methods
 const FRAPPE_UPSERT_ESTIMATE_METHOD = "custom_ui.api.db.estimates.upsert_estimate";
 const FRAPPE_GET_ESTIMATES_METHOD = "custom_ui.api.db.estimates.get_estimate_table_data";
+const FRAPPE_GET_ESTIMATES_TABLE_DATA_V2_METHOD = "custom_ui.api.db.estimates.get_estimate_table_data_v2";
 const FRAPPE_GET_ESTIMATE_BY_ADDRESS_METHOD = "custom_ui.api.db.estimates.get_estimate_from_address";
 const FRAPPE_SEND_ESTIMATE_EMAIL_METHOD = "custom_ui.api.db.estimates.send_estimate_email";
 const FRAPPE_LOCK_ESTIMATE_METHOD = "custom_ui.api.db.estimates.lock_estimate";
@@ -47,7 +48,9 @@ const FRAPPE_GET_WARRANTY_CLAIMS_METHOD = "custom_ui.api.db.warranties.get_warra
 // On-Site Meeting methods
 const FRAPPE_GET_WEEK_ONSITE_MEETINGS_METHOD =
 	"custom_ui.api.db.bid_meetings.get_week_bid_meetings";
+const FRAPPE_GET_BID_MEETING_NOTE_FORM_METHOD = "custom_ui.api.db.bid_meetings.get_bid_meeting_note_form";
 const FRAPPE_GET_ONSITE_MEETINGS_METHOD = "custom_ui.api.db.bid_meetings.get_bid_meetings";
+const FRAPPE_SUBMIT_BID_MEETING_NOTE_FORM_METHOD = "custom_ui.api.db.bid_meetings.submit_bid_meeting_note_form";
 // Address methods
 const FRAPPE_GET_ADDRESSES_METHOD = "custom_ui.api.db.addresses.get_addresses";
 // Client methods
@@ -62,6 +65,10 @@ const FRAPPE_GET_EMPLOYEES_METHOD = "custom_ui.api.db.employees.get_employees";
 const FRAPPE_GET_EMPLOYEES_ORGANIZED_METHOD = "custom_ui.api.db.employees.get_employees_organized";
 // Other methods
 const FRAPPE_GET_WEEK_HOLIDAYS_METHOD = "custom_ui.api.db.general.get_week_holidays";
+const FRAPPE_GET_DOC_LIST_METHOD = "custom_ui.api.db.general.get_doc_list";
+// Service Appointment methods
+const FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD = "custom_ui.api.db.service_appointments.get_service_appointments";
+const FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD = "custom_ui.api.db.service_appointments.update_service_appointment_scheduled_dates";
 class Api {
 	// ============================================================================
 	// CORE REQUEST METHOPD
@@ -166,6 +173,18 @@ class Api {
 	// ON-SITE MEETING METHODS
 	// ============================================================================
 
+	static async getBidMeetingNoteForm(projectTemplate) {
+		return await this.request(FRAPPE_GET_BID_MEETING_NOTE_FORM_METHOD, { projectTemplate });
+	}
+
+	static async submitBidMeetingNoteForm(data) {
+		return await this.request(FRAPPE_SUBMIT_BID_MEETING_NOTE_FORM_METHOD, { 
+			bidMeeting: data.bidMeeting, 
+			projectTemplate: data.projectTemplate,
+			formTemplate: data.formTemplate, 
+			fields: data.fields});
+	}
+
 	static async getUnscheduledBidMeetings(company) {
 		return await this.request(
 			"custom_ui.api.db.bid_meetings.get_unscheduled_bid_meetings",
@@ -244,7 +263,7 @@ class Api {
 
 		console.log("DEBUG: API - Sending estimate options to backend:", page, pageSize, filters, sorting);
 
-		const result = await this.request(FRAPPE_GET_ESTIMATES_METHOD, { page, pageSize, filters, sorting});
+		const result = await this.request(FRAPPE_GET_ESTIMATES_TABLE_DATA_V2_METHOD, { page, pageSize, filters, sorting});
 		return result;
 	}
 
@@ -425,6 +444,25 @@ class Api {
 		return result;
 	}
 
+	// ============================================================================
+	// SERVICE APPOINTMENT METHODS
+	// ============================================================================
+
+	static async getServiceAppointments(companies = [], filters = {}) {
+		return await this.request(FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD, { companies, filters });
+	}
+
+	static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate, endDate, crewLeadName, startTime = null, endTime = null) {
+		return await this.request(FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD, {
+			serviceAppointmentName,
+			startDate,
+			endDate,
+			crewLeadName,
+			startTime,
+			endTime
+		})
+	}
+
 	// ============================================================================
 	// TASK METHODS
 	// ============================================================================
@@ -689,20 +727,21 @@ class Api {
 	 */
 	static async getDocsList(
 		doctype,
-		fields = [],
+		fields = ["*"],
 		filters = {},
-		page = 0,
-		start = 0,
-		pageLength = 0,
+		pluck = null,
 	) {
-		const docs = await frappe.db.get_list(doctype, {
-			fields,
-			filters,
-			start: start,
-			limit: pageLength,
-		});
+		const docs = await this.request(
+			FRAPPE_GET_DOC_LIST_METHOD,
+			{
+				doctype, 
+				fields,
+				filters,
+				pluck,
+			}
+		);
 		console.log(
-			`DEBUG: API - Fetched ${doctype} list (page ${page + 1}, start ${start}): `,
+			`DEBUG: API - Fetched ${doctype} list: `,
 			docs,
 		);
 		return docs;

frontend/src/components/calendar/CalendarNavigation.vue

@@ -26,9 +26,37 @@
 				</TabPanel>
 			</TabPanels>
 		</Tabs>
-		<div v-else class="coming-soon">
-			<p>Calendar feature coming soon!</p>
-		</div>
+		<Tabs v-else value="0">
+			<TabList>
+				<Tab value="0">Bids</Tab>
+				<Tab value="1">Projects</Tab>
+				<Tab value="2">Service</Tab>
+				<Tab value="3">Warranties</Tab>
+			</TabList>
+			<TabPanels>
+				<TabPanel header="Bids" value="0">
+					<ScheduleBid />
+				</TabPanel>
+				<TabPanel header="Projects" value="1">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Service" value="2">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Service" value="2">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Warranties" value="3">
+					<p>Calendar Coming Soon!</p>
+				</TabPanel>
+			</TabPanels>
+		</Tabs>
     </div>
 </template>
 

frontend/src/components/calendar/bids/ScheduleBid.vue

@@ -206,6 +206,7 @@
 			:meeting="selectedMeeting"
 			@close="closeMeetingModal"
 			@meeting-updated="handleMeetingUpdated"
+			@complete-meeting="openNoteForm"
 		/>
 
 		<!-- New Meeting Modal -->
@@ -216,6 +217,17 @@
 			@confirm="handleNewMeetingConfirm"
 			@cancel="handleNewMeetingCancel"
 		/>
+
+		<!-- Bid Meeting Note Form Modal -->
+		<BidMeetingNoteForm
+			v-if="selectedMeetingForNotes"
+			:visible="showNoteFormModal"
+			@update:visible="showNoteFormModal = $event"
+			:bid-meeting-name="selectedMeetingForNotes.name"
+			:project-template="selectedMeetingForNotes.projectTemplate"
+			@submit="handleNoteFormSubmit"
+			@cancel="handleNoteFormCancel"
+		/>
 	</div>
 </template>
 
@@ -224,6 +236,7 @@ import { ref, computed, onMounted, watch } from "vue";
 import { useRoute, useRouter } from "vue-router";
 import BidMeetingModal from "../../modals/BidMeetingModal.vue";
 import MeetingDetailsModal from "../../modals/MeetingDetailsModal.vue";
+import BidMeetingNoteForm from "../../modals/BidMeetingNoteForm.vue";
 import { useLoadingStore } from "../../../stores/loading";
 import { useNotificationStore } from "../../../stores/notifications-primevue";
 import { useCompanyStore } from "../../../stores/company";
@@ -251,6 +264,8 @@ const unscheduledMeetings = ref([]);
 const selectedMeeting = ref(null);
 const showMeetingModal = ref(false);
 const showNewMeetingModal = ref(false);
+const showNoteFormModal = ref(false);
+const selectedMeetingForNotes = ref(null);
 
 // Drag and drop state
 const isDragOver = ref(false);
@@ -476,6 +491,63 @@ const handleMeetingUpdated = async () => {
 	await loadUnscheduledMeetings();
 };
 
+const openNoteForm = (meeting) => {
+	// Verify meeting has required data
+	if (!meeting || !meeting.name) {
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Meeting information is incomplete",
+			duration: 5000,
+		});
+		return;
+	}
+
+	if (!meeting.projectTemplate) {
+		notificationStore.addNotification({
+			type: "error",
+			title: "Missing Project Template",
+			message: "This meeting does not have a project template assigned. Cannot open note form.",
+			duration: 5000,
+		});
+		return;
+	}
+
+	selectedMeetingForNotes.value = meeting;
+	showNoteFormModal.value = true;
+};
+
+const handleNoteFormSubmit = async () => {
+	// After successful submission, mark the meeting as completed
+	try {
+		loadingStore.setLoading(true);
+		await Api.updateBidMeeting(selectedMeetingForNotes.value.name, {
+			status: "Completed",
+		});
+
+		notificationStore.addNotification({
+			type: "success",
+			title: "Success",
+			message: "Meeting marked as completed",
+			duration: 5000,
+		});
+
+		// Reload meetings
+		await handleMeetingUpdated();
+	} catch (error) {
+		console.error("Error updating meeting status:", error);
+	} finally {
+		loadingStore.setLoading(false);
+		showNoteFormModal.value = false;
+		selectedMeetingForNotes.value = null;
+	}
+};
+
+const handleNoteFormCancel = () => {
+	showNoteFormModal.value = false;
+	selectedMeetingForNotes.value = null;
+};
+
 const openNewMeetingModal = () => {
 	showNewMeetingModal.value = true;
 };
@@ -491,7 +563,16 @@ const handleNewMeetingConfirm = async (meetingData) => {
 
 		showNewMeetingModal.value = false;
 
-		// Reload unscheduled meetings to show the new one
+		// Optimistically add the new meeting to the unscheduled list
+		unscheduledMeetings.value.unshift({
+			name: result.name,
+			address: meetingData.address,
+			projectTemplate: meetingData.projectTemplate,
+			contact: meetingData.contact,
+			status: "Unscheduled",
+		});
+
+		// Reload unscheduled meetings to ensure consistency
 		await loadUnscheduledMeetings();
 
 		notificationStore.addNotification({
@@ -536,6 +617,7 @@ const handleDragStart = (event, meeting = null) => {
 			notes: meeting.notes || "",
 			assigned_employee: meeting.assigned_employee || "",
 			status: meeting.status,
+			projectTemplate: meeting.projectTemplate,
 		};
 	} else if (!draggedMeeting.value) {
 		// If no meeting data is set, use query address
@@ -559,6 +641,7 @@ const handleMeetingDragStart = (event, meeting) => {
 		assigned_employee: meeting.assigned_employee || "",
 		status: meeting.status,
 		isRescheduling: true, // Flag to indicate this is a reschedule
+		projectTemplate: meeting.projectTemplate,
 	};
 
 	// Store the original meeting data in case drag is cancelled
@@ -669,6 +752,7 @@ const handleDrop = async (event, date, time) => {
 		notes: droppedMeeting.notes || "",
 		assigned_employee: droppedMeeting.assigned_employee || "",
 		status: "Scheduled",
+		projectTemplate: droppedMeeting.projectTemplate,
 	};
 
 	// If this is an existing meeting, update it in the backend
@@ -792,6 +876,7 @@ const handleDropToUnscheduled = async (event) => {
 				notes: droppedMeeting.notes || "",
 				status: "Unscheduled",
 				assigned_employee: droppedMeeting.assigned_employee || "",
+				projectTemplate: droppedMeeting.projectTemplate,
 			});
 		}
 

frontend/src/components/calendar/jobs/SNWProjectCalendar.vue

@@ -306,7 +306,7 @@
 
 		<!-- Event Details Modal -->
 		<JobDetailsModal
-			v-model:visible="eventDialog"
+			v-model="eventDialog"
 			:job="selectedEvent"
 			:foremen="foremen"
 			@close="eventDialog = false"
@@ -807,7 +807,8 @@ const toggleTemplate = (templateName) => {
 
 const applyTemplateFilter = async () => {
 	showTemplateMenu.value = false;
-	await fetchProjects(currentDate.value);
+	// await fetchProjects(currentDate.value);
+	await fetchServiceAppointments();
 };
 
 // Date picker methods
@@ -1238,14 +1239,20 @@ const stopResize = async () => {
 	originalEndDate.value = null;
 };
 
-const fetchProjects = async () => {
+const fetchServiceAppointments = async (currentDate) => {
 	try {
 		// Calculate date range for the week
 		const startDate = weekStartDate.value;
 		const endDate = addDays(startDate, 6);
 		
-		const data = await Api.getJobsForCalendar(startDate, endDate, companyStore.currentCompany, selectedProjectTemplates.value);
-		
+		// const data = await Api.getJobsForCalendar(startDate, endDate, companyStore.currentCompany, selectedProjectTemplates.value);
+		const data = await Api.getServiceAppointments(
+			[companyStore.currentCompany],
+			{ 
+				"expectedStartDate": ["<=", endDate],
+				"expectedEndDate": [">=", startDate]
+			}
+			);
 		// Transform the API response into the format the component expects
 		const transformedServices = [];
 		
@@ -1350,21 +1357,24 @@ const fetchHolidays = async () => {
 }
 
 watch(weekStartDate, async () => {
-	await fetchProjects();
+	// await fetchProjects();
+	await fetchServiceAppointments();
 	await fetchHolidays();
 });
 
 watch(companyStore, async () => {
 	await fetchForemen();
 	await fetchProjectTemplates();
-	await fetchProjects();
+	// await fetchProjects();
+	await fetchServiceAppointments();
 }, { deep: true });
 
 // Lifecycle
 onMounted(async () => {
 	await fetchForemen();
 	await fetchProjectTemplates();
-	await fetchProjects();
+	// await fetchProjects();
+	await fetchServiceAppointments();
 	await fetchHolidays();
 });
 </script>

frontend/src/components/modals/BidMeetingNoteForm.vue

@@ -0,0 +1,978 @@
+<template>
+	<Modal
+		:visible="showModal"
+		@update:visible="showModal = $event"
+		:options="modalOptions"
+		@confirm="handleSubmit"
+		@cancel="handleCancel"
+	>
+		<template #title>
+			<div class="modal-header">
+				<i class="pi pi-file-edit" style="color: var(--primary-color); font-size: 1.2rem; margin-right: 0.5rem;"></i>
+				{{ formTitle }}
+			</div>
+		</template>
+
+		<div v-if="isLoading" class="loading-container">
+			<ProgressSpinner style="width: 50px; height: 50px" strokeWidth="4" />
+			<p>Loading form...</p>
+		</div>
+
+		<div v-else-if="formConfig" class="form-container">
+			<Button @click="debugLog" label="Debug" severity="secondary" size="small" class="debug-button" />
+			<template v-for="row in groupedFields" :key="`row-${row.rowIndex}`">
+				<div class="form-row">
+					<div
+						v-for="field in row.fields"
+						:key="field.name"
+						:class="`form-column-${Math.min(Math.max(field.columns || 12, 1), 12)}`"
+					>
+						<div class="form-field">
+							<!-- Field Label -->
+							<label :for="field.name" class="field-label">
+								{{ field.label }}
+								<span v-if="field.required" class="required-indicator">*</span>
+							</label>
+
+							<!-- Help Text -->
+							<small v-if="field.helpText" class="field-help-text">
+								{{ field.helpText }}
+							</small>
+
+							<!-- Data/Text Field -->
+							<template v-if="field.type === 'Data' || field.type === 'Text'">
+								<InputText
+									v-if="field.type === 'Data'"
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="field.label"
+									class="w-full"
+								/>
+								<Textarea
+									v-else
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="field.label"
+									rows="3"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Check Field -->
+							<template v-else-if="field.type === 'Check'">
+								<div class="checkbox-container">
+									<Checkbox
+										:id="field.name"
+										v-model="formData[field.name].value"
+										:binary="true"
+										:disabled="field.readOnly || !isFieldVisible(field)"
+									/>
+									<label :for="field.name" class="checkbox-label">
+										{{ formData[field.name].value ? 'Yes' : 'No' }}
+									</label>
+								</div>
+							</template>
+
+							<!-- Date Field -->
+							<template v-else-if="field.type === 'Date'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									dateFormat="yy-mm-dd"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Datetime Field -->
+							<template v-else-if="field.type === 'Datetime'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									showTime
+									hourFormat="12"
+									dateFormat="yy-mm-dd"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Time Field -->
+							<template v-else-if="field.type === 'Time'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									timeOnly
+									hourFormat="12"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Number Field -->
+							<template v-else-if="field.type === 'Number'">
+								<InputNumber
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Select Field -->
+							<template v-else-if="field.type === 'Select'">
+								<div @click="console.log('Select wrapper clicked:', field.name, 'disabled:', field.readOnly || !isFieldVisible(field), 'options:', optionsForFields[field.name])">
+									<Select
+										:id="field.name"
+										v-model="formData[field.name].value"
+										:options="optionsForFields[field.name]"
+										:disabled="field.readOnly || !isFieldVisible(field)"
+										:placeholder="`Select ${field.label}`"
+										:optionLabel="'label'"
+										:optionValue="'value'"
+										:editable="false"
+										:showClear="true"
+										:baseZIndex="10000"
+										@click.native="console.log('Select native click:', field.name)"
+										class="w-full"
+									/>
+								</div>
+							</template>
+
+							<!-- Multi-Select Field -->
+							<template v-else-if="field.type === 'Multi-Select'">
+								<MultiSelect
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:options="optionsForFields[field.name]"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="`Select ${field.label}`"
+									:key="`${field.name}-${field.readOnly || !isFieldVisible(field)}`"
+									:optionLabel="'label'"
+									:optionValue="'value'"
+									:showClear="true"
+									:baseZIndex="9999"
+									display="chip"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Multi-Select w/ Quantity Field -->
+							<template v-else-if="field.type === 'Multi-Select w/ Quantity'">
+								<div class="multi-select-quantity-container">
+									<!-- Item Selector -->
+									<div class="item-selector">
+										<Select
+											v-model="currentItemSelection[field.name]"
+											:options="optionsForFields[field.name]"
+											:disabled="field.readOnly || !isFieldVisible(field)"
+											:placeholder="`Add ${field.label}`"
+											:key="`${field.name}-${field.readOnly || !isFieldVisible(field)}`"
+											:optionLabel="'label'"
+											:showClear="true"
+											:baseZIndex="9999"
+											class="w-full"
+											@change="addItemToQuantityList(field)"
+										/>
+									</div>
+
+									<!-- Selected Items with Quantities -->
+									<div v-if="formData[field.name].value && formData[field.name].value.length > 0" class="selected-items-list">
+										<div
+											v-for="(item, index) in formData[field.name].value"
+											:key="index"
+											class="quantity-item"
+										>
+											<div class="item-name">{{ getOptionLabel(field, item) }}</div>
+											<div class="quantity-controls">
+												<InputNumber
+													v-model="item.quantity"
+													:min="1"
+													:disabled="field.readOnly || !isFieldVisible(field)"
+													showButtons
+													buttonLayout="horizontal"
+													:step="1"
+													decrementButtonClass="p-button-secondary"
+													incrementButtonClass="p-button-secondary"
+													incrementButtonIcon="pi pi-plus"
+													decrementButtonIcon="pi pi-minus"
+												/>
+												<Button
+													icon="pi pi-trash"
+													severity="danger"
+													text
+													@click="removeItemFromQuantityList(field, index)"
+													:disabled="field.readOnly || !isFieldVisible(field)"
+												/>
+											</div>
+										</div>
+									</div>
+								</div>
+							</template>
+						</div>
+					</div>
+				</div>
+			</template>
+		</div>
+
+		<div v-else class="error-container">
+			<i class="pi pi-exclamation-triangle" style="font-size: 2rem; color: var(--red-500);"></i>
+			<p>Failed to load form configuration</p>
+		</div>
+	</Modal>
+</template>
+
+<script setup>
+import { ref, computed, watch, onMounted, reactive } from "vue";
+import Modal from "../common/Modal.vue";
+import InputText from "primevue/inputtext";
+import Textarea from "primevue/textarea";
+import Checkbox from "primevue/checkbox";
+import DatePicker from "primevue/datepicker";
+import InputNumber from "primevue/inputnumber";
+import Select from "primevue/select";
+import MultiSelect from "primevue/multiselect";
+import Button from "primevue/button";
+import ProgressSpinner from "primevue/progressspinner";
+import Api from "../../api";
+import { useLoadingStore } from "../../stores/loading";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+
+const docsForSelectFields = ref({});
+
+const props = defineProps({
+	visible: {
+		type: Boolean,
+		required: true,
+	},
+	bidMeetingName: {
+		type: String,
+		required: true,
+	},
+	projectTemplate: {
+		type: String,
+		required: true,
+	},
+});
+
+const emit = defineEmits(["update:visible", "submit", "cancel"]);
+
+const loadingStore = useLoadingStore();
+const notificationStore = useNotificationStore();
+
+const showModal = computed({
+	get: () => props.visible,
+	set: (value) => emit("update:visible", value),
+});
+
+const isLoading = ref(false);
+const formConfig = ref(null);
+const formData = ref({}); // Will store fieldName: {fieldConfig, value}
+const currentItemSelection = ref({}); // For tracking current selection in Multi-Select w/ Quantity
+const doctypeOptions = ref({}); // Cache for doctype options
+
+const formTitle = computed(() => {
+	return formConfig.value?.title || "Bid Meeting Notes";
+});
+
+// Include all fields from config plus a general notes field
+const allFields = computed(() => {
+	if (!formConfig.value) return [];
+	
+	const fields = [...(formConfig.value.fields || [])];
+	
+	// Always add a general notes field at the end
+	const generalNotesField = {
+		name: 'general_notes',
+		label: 'General Notes',
+		type: 'Text',
+		required: 0,
+		readOnly: 0,
+		helpText: 'Any additional notes or observations from the meeting',
+		row: Math.max(...fields.map(f => f.row || 1), 0) + 1,
+		columns: 12,
+	};
+	
+	fields.push(generalNotesField);
+	return fields;
+});
+
+// Group fields by row for grid layout
+const groupedFields = computed(() => {
+	const groups = {};
+	
+	allFields.value.forEach(field => {
+		const rowNum = field.row || 1;
+		if (!groups[rowNum]) {
+			groups[rowNum] = { rowIndex: rowNum, fields: [] };
+		}
+		groups[rowNum].fields.push(field);
+	});
+	
+	// Sort fields by column and set columns span
+	Object.values(groups).forEach(group => {
+		group.fields.sort((a, b) => (a.column || 0) - (b.column || 0));
+		const numFields = group.fields.length;
+		const span = Math.floor(12 / numFields);
+		group.fields.forEach(field => {
+			field.columns = span;
+		});
+	});
+	
+	return Object.values(groups).sort((a, b) => a.rowIndex - b.rowIndex);
+});
+
+// Update field value in reactive form data
+const updateFieldValue = (fieldName, value) => {
+	if (formData.value[fieldName]) {
+		formData.value[fieldName].value = value;
+	}
+};
+
+// Get CSS class for field column span
+const getFieldColumnClass = (field) => {
+	const columns = field.columns || 12; // Default to full width if not specified
+	return `form-column-${Math.min(Math.max(columns, 1), 12)}`; // Ensure between 1-12
+};
+
+const modalOptions = computed(() => ({
+	maxWidth: "800px",
+	showCancelButton: true,
+	confirmButtonText: "Submit",
+	cancelButtonText: "Cancel",
+	confirmButtonColor: "primary",
+	zIndex: 1000, // Lower than select baseZIndex
+}));
+
+// Helper to find field name by label
+const findFieldNameByLabel = (label) => {
+	if (!formConfig.value || !formConfig.value.fields) return null;
+	const field = formConfig.value.fields.find(f => f.label === label);
+	return field ? field.name : null;
+};
+
+const fetchDocsForSelectField = async (doctype, fieldName) => {
+    const docs = await Api.getDocsList(doctype);
+    docsForSelectFields[fieldName] = docs;
+}
+
+// Check if a field should be visible based on conditional logic
+const isFieldVisible = (field) => {
+	if (!field.conditionalOnField) {
+		return true;
+	}
+
+	// Find the actual field name from the label (conditionalOnField contains the label)
+	const dependentFieldName = findFieldNameByLabel(field.conditionalOnField);
+	if (!dependentFieldName) {
+		console.warn(`Could not find field with label: ${field.conditionalOnField}`);
+		return true; // Show field if we can't find the dependency
+	}
+
+	const dependentFieldValue = formData.value[dependentFieldName]?.value;
+
+	console.log(`Checking visibility for ${field.label}:`, {
+		conditionalOnField: field.conditionalOnField,
+		dependentFieldName,
+		dependentFieldValue,
+		conditionalOnValue: field.conditionalOnValue,
+	});
+
+	// If the dependent field is a checkbox, it should be true
+	if (typeof dependentFieldValue === "boolean") {
+		return dependentFieldValue === true;
+	}
+
+	// If conditional_on_value is specified, check for exact match
+	if (field.conditionalOnValue !== null && field.conditionalOnValue !== undefined) {
+		return dependentFieldValue === field.conditionalOnValue;
+	}
+
+	// Otherwise, just check if the dependent field has any truthy value
+	return !!dependentFieldValue;
+};
+
+// Get options for select/multi-select fields
+const getFieldOptions = (field) => {
+	// Access reactive data to ensure reactivity
+	const optionsData = docsForSelectFields.value[field.name];
+	
+	console.log(`getFieldOptions called for ${field.label}:`, {
+		type: field.type,
+		options: field.options,
+		optionsType: typeof field.options,
+		doctypeForSelect: field.doctypeForSelect,
+		doctypeLabelField: field.doctypeLabelField,
+		hasDoctypeOptions: !!optionsData,
+	});
+
+	// If options should be fetched from a doctype
+	if (field.doctypeForSelect && optionsData) {
+		console.log(`Using doctype options for ${field.label}:`, optionsData);
+		return [...optionsData]; // Return a copy to ensure reactivity
+	}
+
+	// If options are provided as a string (comma-separated), parse them
+	if (field.options && typeof field.options === "string" && field.options.trim() !== "") {
+		const optionStrings = field.options.split(",").map((opt) => opt.trim()).filter(opt => opt !== "");
+		// Convert to objects for consistency with PrimeVue MultiSelect
+		const options = optionStrings.map((opt) => ({
+			label: opt,
+			value: opt,
+		}));
+		console.log(`Parsed options for ${field.label}:`, options);
+		return options;
+	}
+
+	console.warn(`No options found for ${field.label}`);
+	return [];
+};
+
+// Get options for select/multi-select fields
+const optionsForFields = computed(() => {
+	// Ensure reactivity by accessing docsForSelectFields
+	const docsData = docsForSelectFields.value;
+	const opts = {};
+	allFields.value.forEach(field => {
+		const options = getFieldOptions(field);
+		opts[field.name] = options;
+		console.log(`Computed options for ${field.name}:`, options);
+	});
+	console.log('optionsForFields computed:', opts);
+	return opts;
+});
+
+// Add item to quantity list for Multi-Select w/ Quantity fields
+const addItemToQuantityList = (field) => {
+	const selectedItem = currentItemSelection.value[field.name];
+	if (!selectedItem) return;
+
+	// selectedItem is now an object with { label, value }
+	const itemValue = selectedItem.value || selectedItem;
+	const itemLabel = selectedItem.label || selectedItem;
+
+	// Initialize array if it doesn't exist
+	const fieldData = formData.value[field.name];
+	if (!fieldData.value) {
+		fieldData.value = [];
+	}
+
+	// Check if item already exists (compare by value)
+	const existingItem = fieldData.value.find((item) => item.item === itemValue);
+	if (existingItem) {
+		// Increment quantity if item already exists
+		existingItem.quantity += 1;
+	} else {
+		// Add new item with quantity 1
+		fieldData.value.push({
+			item: itemValue,
+			label: itemLabel,
+			quantity: 1,
+		});
+	}
+
+	// Clear selection
+	currentItemSelection.value[field.name] = null;
+};
+
+// Remove item from quantity list
+const removeItemFromQuantityList = (field, index) => {
+	const fieldData = formData.value[field.name];
+	if (fieldData && fieldData.value) {
+		fieldData.value.splice(index, 1);
+	}
+};
+
+// Get option label for display
+const getOptionLabel = (field, item) => {
+	const options = optionsForFields.value[field.name];
+	const option = options.find(o => o.value === item.item);
+	return option ? option.label : item.label || item.item;
+};
+
+// Initialize form data with default values
+const initializeFormData = () => {
+	if (!formConfig.value) return;
+
+	const data = {};
+	allFields.value.forEach((field) => {
+		// Create reactive object with field config and value
+		data[field.name] = {
+			...field, // Include all field configuration
+			value: null, // Initialize value
+		};
+		
+		// Set default value if provided
+		if (field.defaultValue !== null && field.defaultValue !== undefined) {
+			data[field.name].value = field.defaultValue;
+		} else {
+			// Initialize based on field type
+			switch (field.type) {
+				case "Check":
+					data[field.name].value = false;
+					break;
+				case "Multi-Select":
+					data[field.name].value = [];
+					break;
+				case "Multi-Select w/ Quantity":
+					data[field.name].value = [];
+					break;
+				case "Number":
+					data[field.name].value = null;
+					break;
+				case "Select":
+					data[field.name].value = null;
+					break;
+				default:
+					data[field.name].value = "";
+			}
+		}
+	});
+
+	formData.value = data;
+};
+
+// Load form configuration
+const loadFormConfig = async () => {
+	if (!props.projectTemplate) return;
+
+	isLoading.value = true;
+	try {
+		const config = await Api.getBidMeetingNoteForm(props.projectTemplate);
+		formConfig.value = config;
+		console.log("Loaded form config:", config);
+
+		// Load doctype options for fields that need them
+		await loadDoctypeOptions();
+
+		// Initialize form data
+		initializeFormData();
+	} catch (error) {
+		console.error("Error loading form config:", error);
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to load form configuration",
+			duration: 5000,
+		});
+	} finally {
+		isLoading.value = false;
+	}
+};
+
+// Load options for fields that reference doctypes
+const loadDoctypeOptions = async () => {
+	if (!formConfig.value || !formConfig.value.fields) return;
+
+	const fieldsWithDoctype = formConfig.value.fields.filter(
+		(field) => field.doctypeForSelect && field.doctypeForSelect !== ""
+	);
+
+	for (const field of fieldsWithDoctype) {
+		try {
+			// Use the new API method for fetching docs
+			let docs = await Api.getEstimateItems();
+			
+			// Deduplicate by value field
+			const valueField = field.doctypeValueField || 'name';
+			const seen = new Set();
+			docs = docs.filter(doc => {
+				const val = doc[valueField] || doc.name || doc;
+				if (seen.has(val)) return false;
+				seen.add(val);
+				return true;
+			});
+			
+			// Transform docs into options format
+			// Use doctypeLabelField if specified, otherwise default to 'name'
+			const labelField = field.doctypeLabelField || 'name';
+			
+			const options = docs.map((doc) => ({
+				label: doc[labelField] || doc.name || doc,
+				value: doc[valueField] || doc.name || doc,
+			}));
+			
+			docsForSelectFields.value[field.name] = options;
+			console.log(`Loaded ${options.length} options for ${field.label} from ${field.doctypeForSelect}`);
+		} catch (error) {
+			console.error(`Error loading options for ${field.doctypeForSelect}:`, error);
+		}
+	}
+};
+
+// Validate form
+const validateForm = () => {
+	const errors = [];
+
+	if (!formConfig.value) return errors;
+
+	allFields.value.forEach((field) => {
+		// Only validate if field is visible
+		if (!isFieldVisible(field)) return;
+
+		// Skip required validation for checkboxes (they always have a value: true or false)
+		if (field.type === 'Check') return;
+
+		if (field.required) {
+			const value = formData.value[field.name]?.value;
+
+			if (value === null || value === undefined || value === "") {
+				errors.push(`${field.label} is required`);
+			} else if (Array.isArray(value) && value.length === 0) {
+				errors.push(`${field.label} is required`);
+			}
+		}
+	});
+
+	return errors;
+};
+
+// Format field data for submission
+const formatFieldData = (field) => {
+	const value = formData.value[field.name]?.value;
+	
+	// Include the entire field configuration
+	const fieldData = {
+		...field, // Include all field properties
+		value: value, // Override with current value
+	};
+
+	// Handle options: include unless fetched from doctype
+	if (field.doctypeForSelect) {
+		// Remove options if they were fetched from doctype
+		delete fieldData.options;
+	}
+
+	// For fields with include_options flag, include the selected options
+	if (field.includeOptions) {
+		if (field.type === "Multi-Select") {
+			fieldData.selectedOptions = value || [];
+		} else if (field.type === "Multi-Select w/ Quantity") {
+			fieldData.items = value || [];
+		} else if (field.type === "Select") {
+			fieldData.selectedOption = value;
+		}
+	}
+
+	// Format dates as strings
+	if (field.type === "Date" || field.type === "Datetime" || field.type === "Time") {
+		if (value instanceof Date) {
+			if (field.type === "Date") {
+				fieldData.value = value.toISOString().split("T")[0];
+			} else if (field.type === "Datetime") {
+				fieldData.value = value.toISOString();
+			} else if (field.type === "Time") {
+				fieldData.value = value.toTimeString().split(" ")[0];
+			}
+		}
+	}
+
+	return fieldData;
+};
+
+// Handle form submission
+const handleSubmit = async () => {
+	// Validate form
+	const errors = validateForm();
+	if (errors.length > 0) {
+		notificationStore.addNotification({
+			type: "error",
+			title: "Validation Error",
+			message: errors.join(", "),
+			duration: 5000,
+		});
+		return;
+	}
+
+	try {
+		loadingStore.setLoading(true);
+
+		// Format data for submission
+		const submissionData = {
+			bidMeeting: props.bidMeetingName,
+			projectTemplate: props.projectTemplate,
+			formName: formConfig.value?.name || formConfig.value?.title,
+			formTemplate: formConfig.value?.name || formConfig.value?.title,
+			fields: allFields.value
+				.filter((field) => isFieldVisible(field))
+				.map((field) => formatFieldData(field)),
+		};
+
+		console.log("Submitting form data:", submissionData);
+
+		// Submit to API
+		await Api.submitBidMeetingNoteForm(submissionData);
+
+		notificationStore.addNotification({
+			type: "success",
+			title: "Success",
+			message: "Bid meeting notes submitted successfully",
+			duration: 5000,
+		});
+
+		emit("submit", submissionData);
+		showModal.value = false;
+	} catch (error) {
+		console.error("Error submitting form:", error);
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to submit form. Please try again.",
+			duration: 5000,
+		});
+	} finally {
+		loadingStore.setLoading(false);
+	}
+};
+
+// Handle cancel
+const handleCancel = () => {
+	emit("cancel");
+	showModal.value = false;
+};
+
+// Debug function to log current form data and select options
+const debugLog = () => {
+	console.log("=== FORM DEBUG ===");
+	
+	const debugData = {};
+	allFields.value.forEach(field => {
+		const fieldValue = formData.value[field.name]?.value;
+		const fieldOptions = optionsForFields.value[field.name];
+		const isVisible = isFieldVisible(field);
+		const isDisabled = field.readOnly || !isVisible;
+		
+		debugData[field.name] = {
+			label: field.label,
+			type: field.type,
+			value: fieldValue,
+			isVisible,
+			isDisabled,
+			...(field.type.includes('Select') ? { 
+				options: fieldOptions,
+				optionsCount: fieldOptions?.length || 0
+			} : {}),
+		};
+	});
+	
+	console.log("Current Form Data:", debugData);
+	console.log("==================");
+};
+
+// Watch for modal visibility changes
+watch(
+	() => props.visible,
+	(newVal) => {
+		if (newVal) {
+			loadFormConfig();
+		}
+	}
+);
+
+// Load form config on mount if modal is visible
+onMounted(() => {
+	if (props.visible) {
+		loadFormConfig();
+	}
+});
+</script>
+
+<style scoped>
+.modal-header {
+	display: flex;
+	align-items: center;
+	font-size: 1.25rem;
+	font-weight: 600;
+}
+
+.loading-container {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 3rem;
+	gap: 1rem;
+}
+
+.error-container {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 3rem;
+	gap: 1rem;
+	color: var(--text-color-secondary);
+}
+
+.debug-button {
+	margin-bottom: 1rem;
+}
+
+/* Grid Layout Styles */
+.form-row {
+	display: grid;
+	grid-template-columns: repeat(12, 1fr);
+	gap: 1rem;
+	width: 100%;
+	margin-bottom: 1rem;
+}
+
+.form-column-1 { grid-column: span 1; }
+.form-column-2 { grid-column: span 2; }
+.form-column-3 { grid-column: span 3; }
+.form-column-4 { grid-column: span 4; }
+.form-column-5 { grid-column: span 5; }
+.form-column-6 { grid-column: span 6; }
+.form-column-7 { grid-column: span 7; }
+.form-column-8 { grid-column: span 8; }
+.form-column-9 { grid-column: span 9; }
+.form-column-10 { grid-column: span 10; }
+.form-column-11 { grid-column: span 11; }
+.form-column-12 { grid-column: span 12; }
+
+.form-field-wrapper {
+	width: 100%;
+}
+
+.form-field {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+	pointer-events: auto !important;
+}
+
+.form-field :deep(.p-select) {
+	pointer-events: auto !important;
+}
+
+.form-field :deep(.p-multiselect) {
+	pointer-events: auto !important;
+}
+
+.field-label {
+	font-weight: 600;
+	color: var(--text-color);
+	font-size: 0.95rem;
+}
+
+.required-indicator {
+	color: var(--red-500);
+	margin-left: 0.25rem;
+}
+
+.field-help-text {
+	color: var(--text-color-secondary);
+	font-size: 0.85rem;
+	margin-top: -0.25rem;
+}
+
+.checkbox-container {
+	display: flex;
+	align-items: center;
+	gap: 0.75rem;
+	padding: 0.5rem 0;
+}
+
+.checkbox-container :deep(.p-checkbox) {
+	width: 1.25rem !important;
+	height: 1.25rem !important;
+	position: relative !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-box) {
+	width: 1.25rem !important;
+	height: 1.25rem !important;
+	border: 1px solid var(--surface-border) !important;
+	border-radius: 3px !important;
+	position: relative !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-input) {
+	width: 100% !important;
+	height: 100% !important;
+	margin: 0 !important;
+	padding: 0 !important;
+	position: absolute !important;
+	top: 0 !important;
+	left: 0 !important;
+	opacity: 0 !important;
+	cursor: pointer !important;
+	z-index: 1 !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-box .p-checkbox-icon) {
+	font-size: 0.875rem !important;
+	color: var(--primary-color) !important;
+}
+
+.checkbox-label {
+	font-size: 0.9rem;
+	color: var(--text-color-secondary);
+	margin: 0;
+	font-weight: normal;
+	cursor: pointer;
+	user-select: none;
+}
+
+.multi-select-quantity-container {
+	display: flex;
+	flex-direction: column;
+	gap: 1rem;
+}
+
+.item-selector {
+	width: 100%;
+}
+
+.selected-items-list {
+	display: flex;
+	flex-direction: column;
+	gap: 0.75rem;
+	padding: 1rem;
+	background-color: var(--surface-50);
+	border-radius: 6px;
+	border: 1px solid var(--surface-border);
+}
+
+.quantity-item {
+	display: flex;
+	align-items: center;
+	justify-content: space-between;
+	padding: 0.75rem;
+	background-color: var(--surface-0);
+	border-radius: 4px;
+	border: 1px solid var(--surface-border);
+}
+
+.item-name {
+	flex: 1;
+	font-weight: 500;
+	color: var(--text-color);
+}
+
+.quantity-controls {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+/* Responsive */
+@media (max-width: 768px) {
+	.form-container {
+		max-height: 60vh;
+	}
+
+	.quantity-item {
+		flex-direction: column;
+		align-items: flex-start;
+		gap: 0.75rem;
+	}
+
+	.quantity-controls {
+		width: 100%;
+		justify-content: space-between;
+	}
+}
+</style>

frontend/src/components/modals/JobDetailsModal.vue

@@ -171,7 +171,7 @@ import { ref, computed } from "vue";
 
 // Props
 const props = defineProps({
-	visible: {
+	modelValue: {
 		type: Boolean,
 		default: false,
 	},
@@ -186,15 +186,15 @@ const props = defineProps({
 });
 
 // Emits
-const emit = defineEmits(["update:visible", "close"]);
+const emit = defineEmits(["update:modelValue", "close"]);
 
 // Computed
 const showModal = computed({
 	get() {
-		return props.visible;
+		return props.modelValue;
 	},
 	set(value) {
-		emit("update:visible", value);
+		emit("update:modelValue", value);
 	},
 });
 

frontend/src/components/modals/MeetingDetailsModal.vue

@@ -135,8 +135,8 @@
 					variant="elevated"
 					:loading="isUpdating"
 				>
-					<v-icon left>mdi-check</v-icon>
-					Mark as Completed
+					<v-icon left>mdi-file-edit</v-icon>
+					Create Notes and Complete
 				</v-btn>
 
 				<v-btn
@@ -176,7 +176,7 @@ const props = defineProps({
 });
 
 // Emits
-const emit = defineEmits(["update:visible", "close", "meetingUpdated"]);
+const emit = defineEmits(["update:visible", "close", "meetingUpdated", "completeMeeting"]);
 
 // Local state
 const isUpdating = ref(false);
@@ -269,34 +269,20 @@ const handleClose = () => {
 const handleMarkComplete = async () => {
 	if (!props.meeting?.name) return;
 
-	try {
-		isUpdating.value = true;
-
-		await Api.updateBidMeeting(props.meeting.name, {
-			status: "Completed",
-		});
-
+	// Check if meeting has a project template
+	if (!props.meeting.projectTemplate) {
 		notificationStore.addNotification({
-			type: "success",
-			title: "Meeting Completed",
-			message: "The meeting has been marked as completed.",
-			duration: 4000,
-		});
-
-		// Emit event to refresh the calendar
-		emit("meetingUpdated");
-		handleClose();
-	} catch (error) {
-		console.error("Error marking meeting as complete:", error);
-		notificationStore.addNotification({
-			type: "error",
-			title: "Error",
-			message: "Failed to update meeting status.",
+			type: "warning",
+			title: "Missing Project Template",
+			message: "This meeting requires a project template to create notes.",
 			duration: 5000,
 		});
-	} finally {
-		isUpdating.value = false;
+		return;
 	}
+
+	// Open the note form modal
+	emit("completeMeeting", props.meeting);
+	handleClose();
 };
 
 const handleCreateEstimate = () => {

frontend/src/components/pages/Estimates.vue

@@ -129,13 +129,16 @@ import DataTable from "../common/DataTable.vue";
 import TodoChart from "../common/TodoChart.vue";
 import { Edit, ChatBubbleQuestion, CreditCard, Hammer } from "@iconoir/vue";
 import { ref, onMounted, watch } from "vue";
+import { ref, onMounted, watch } from "vue";
 import Api from "../../api";
 import { useLoadingStore } from "../../stores/loading";
 import { usePaginationStore } from "../../stores/pagination";
 import { useFiltersStore } from "../../stores/filters";
 import { useCompanyStore } from "../../stores/company.js";
 import { useRouter } from "vue-router";
+import { useCompanyStore } from "../../stores/company";
 
+const companyStore = useCompanyStore();
 const loadingStore = useLoadingStore();
 const paginationStore = usePaginationStore();
 const filtersStore = useFiltersStore();
@@ -235,7 +238,7 @@ const handleLazyLoad = async (event) => {
 		};
 
 		// Get filters (convert PrimeVue format to API format)
-		const filters = {};
+		const filters = {company: companyStore.currentCompany};
 		if (event.filters) {
 			Object.keys(event.filters).forEach((key) => {
 				if (key !== "global" && event.filters[key] && event.filters[key].value) {
@@ -281,6 +284,8 @@ const handleLazyLoad = async (event) => {
 	}
 };
 
+
+
 const loadChartData = async () => {
 	chartData.value.bids.data = await Api.getIncompleteBidsCount(companyStore.currentCompany);
 	chartData.value.estimates.data = await Api.getUnapprovedEstimatesCount(companyStore.currentCompany);
@@ -308,14 +313,21 @@ onMounted(async () => {
 		sortOrder: initialSorting.order || initialPagination.sortOrder,
 		filters: initialFilters,
 	});
-
-	// Chart Data
-	await loadChartData();
 });
 
-watch(() => companyStore.currentCompany, async (newCompany, oldCompany) => {
-	await loadChartData();
-});
+// watch the company store and refetch data when it changes
+watch(
+	() => companyStore.currentCompany,
+	async (newCompany, oldCompany) => {
+		console.log("Company changed from", oldCompany, "to", newCompany, "- refetching estimates data.");
+		await handleLazyLoad({
+			page: paginationStore.getTablePagination("estimates").page,
+			rows: paginationStore.getTablePagination("estimates").rows,
+			first: paginationStore.getTablePagination("estimates").first,
+			filters: filtersStore.getTableFilters("estimates"),
+		});
+	}
+);
 
 </script>
 <style lang="css">