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multiple bid meetings for one cell, final invoice flow.

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This commit is contained in:
Casey 2026-02-13 11:22:32 -06:00
parent b3e6e4f6a2
commit caa4bc2dca
21 changed files with 1132 additions and 1551 deletions
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2
custom_ui/api/db/estimates.py
View file

@ -534,7 +534,7 @@ def upsert_estimate(data):
# ClientService.append_link(data.get("customer"), "quotations", "quotation", new_estimate.name)
print("DEBUG: New estimate created with name:", new_estimate.name)
dict = new_estimate.as_dict()
dict["items"] = [ItemService.get_full_dict(item.item_code) for item in new_estimate.items]
dict["items"] = [{**ItemService.get_full_dict(item.item_code), **item} for item in new_estimate.items]
return build_success_response(dict)
except Exception as e:
print(f"DEBUG: Error in upsert_estimate: {str(e)}")

34
custom_ui/api/db/invoices.py
View file

@ -1,6 +1,7 @@
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 erpnext.selling.doctype.sales_order.sales_order import make_sales_invoice
from custom_ui.services import SalesOrderService, EmailService
# ===============================================================================
# INVOICES API METHODS
@ -10,15 +11,40 @@ from erpnext.selling.doctype.sales_order.sales_order import make_sales_invoice
@frappe.whitelist()
def create_invoice_for_job(job_name):
"""Create the invoice from a sales order of a job."""
print("DEBUG: create_invoice_for_job called with job_name:", job_name)
try:
project = frappe.get_doc("Project", job_name)
sales_order = project.sales_order
invoice = make_sales_invoice(sales_order)
invoice.save()
sales_order = frappe.get_value("Project", job_name, "sales_order")
if not sales_order:
return build_error_response("No sales order found for this job.", 404)
invoice = SalesOrderService.create_sales_invoice_from_sales_order(sales_order)
return build_success_response(invoice.as_dict())
except Exception as e:
return build_error_response(str(e), 500)
@frappe.whitelist()
def submit_and_send_invoice(invoice_name):
"""Submit the invoice and send email to customer."""
print("DEBUG: submit_and_send_invoice called with invoice_name:", invoice_name)
try:
invoice_doc = frappe.get_doc("Sales Invoice", invoice_name)
if invoice_doc.docstatus == 0:
print("DEBUG: Submitting invoice:", invoice_name)
invoice_doc.submit()
else:
print("DEBUG: Invoice already submitted:", invoice_name)
# Send invoice email to customer
try:
print("DEBUG: Preparing to send invoice email for", invoice_name)
EmailService.send_invoice_email(invoice_name)
print("DEBUG: Invoice email sent successfully for", invoice_name)
frappe.set_value("Project", invoice_doc.project, "invoice_status", "Invoice Sent")
except Exception as e:
print(f"ERROR: Failed to send invoice email: {str(e)}")
# Don't raise the exception - we don't want to block the invoice submission
frappe.log_error(f"Failed to send invoice email for {invoice_name}: {str(e)}", "Invoice Email Error")
return build_success_response(invoice_doc.as_dict())
except Exception as e:
return build_error_response(str(e), 500)
@frappe.whitelist()
def get_invoices_late_count():

7
custom_ui/api/public/payments.py
View file

@ -4,6 +4,7 @@ from datetime import datetime
from frappe.utils.data import flt
from custom_ui.services import DbService, StripeService, PaymentService
from custom_ui.models import PaymentData
from werkzeug.wrappers import Response
@frappe.whitelist(allow_guest=True)
def half_down_stripe_payment(sales_order):
@ -36,7 +37,11 @@ def invoice_stripe_payment(sales_invoice):
if si.docstatus != 1:
frappe.throw("Sales Invoice must be submitted to proceed with payment.")
if si.outstanding_amount <= 0:
frappe.throw("This invoice has already been paid.")
html = frappe.render_template("custom_ui/templates/invoices/already_paid.html", {
"invoice_number": si.name,
"company": frappe.get_doc("Company", si.company)
})
return Response(html, content_type='text/html')
stripe_session = StripeService.create_checkout_session(
company=si.company,
amount=si.outstanding_amount,

4
custom_ui/events/estimate.py
View file

@ -75,9 +75,9 @@ def on_update_after_submit(doc, method):
new_sales_order.customer_address = doc.customer_address
# new_sales_order.custom_installation_address = doc.custom_installation_address
new_sales_order.custom_job_address = doc.custom_job_address
new_sales_order.payment_schedule = []
new_sales_order.set("payment_schedule", [])
print("DEBUG: Setting payment schedule for Sales Order")
new_sales_order.set_payment_schedule()
# new_sales_order.set_payment_schedule()
print("DEBUG: Inserting Sales Order:", new_sales_order.as_dict())
new_sales_order.delivery_date = new_sales_order.transaction_date
# backup = new_sales_order.customer_address

22
custom_ui/events/jobs.py
View file

@ -31,6 +31,8 @@ def after_insert(doc, method):
"project_template": doc.project_template
})
doc.service_appointment = service_apt.name
if doc.requires_half_payment:
service_apt.ready_to_schedule = 0
doc.save(ignore_permissions=True)
print("DEBUG: Created Service Appointment:", service_apt.name)
except Exception as e:
@ -63,6 +65,9 @@ def before_insert(doc, method):
def before_save(doc, method):
print("DEBUG: Before Save Triggered for Project:", doc.name)
print("DEBUG: Checking status: ", doc.status)
if doc.percent_complete == 100.0 and doc.invoice_status == "Not Ready":
print("DEBUG: Project is 100% complete and invoice status is Not Ready, setting invoice status to Ready to Invoice")
doc.invoice_status = "Ready to Invoice"
if doc.expected_start_date and doc.expected_end_date:
print("DEBUG: Project has expected start and end dates, marking as scheduled")
doc.is_scheduled = 1
@ -82,11 +87,18 @@ def before_save(doc, method):
def after_save(doc, method):
print("DEBUG: After Save Triggered for Project:", doc.name)
if doc.status == "Completed":
print("DEBUG: Project marked as Completed. Generating and sending final invoice.")
sales_order_status = frappe.get_value("Sales Order", doc.sales_order, "billing_status")
if sales_order_status == "Not Billed":
SalesOrderService.create_sales_invoice_from_sales_order(doc.sales_order)
if doc.ready_to_schedule and doc.service_appointment:
service_apt_ready_to_schedule = frappe.get_value("Service Address 2", doc.service_appointment, "ready_to_schedule")
if not service_apt_ready_to_schedule:
print("DEBUG: Project is ready to schedule, setting Service Appointment to ready to schedule.")
service_apt_doc = frappe.get_doc("Service Address 2", doc.service_appointment)
service_apt_doc.ready_to_schedule = 1
service_apt_doc.save(ignore_permissions=True)
# if doc.status == "Completed":
# sales_order_status = frappe.get_value("Sales Order", doc.sales_order, "billing_status")
# if sales_order_status == "Not Billed":
# SalesOrderService.create_sales_invoice_from_sales_order(doc.sales_order)
if doc.ready_to_schedule:
service_apt_ready_to_schedule = frappe.get_value("Service Address 2", doc.service_appointment, "ready_to_schedule")
if not service_apt_ready_to_schedule:

23
custom_ui/events/sales_invoice.py
View file

@ -1,22 +1,23 @@
import frappe
from custom_ui.services.email_service import EmailService
from custom_ui.services import ProjectService
def on_submit(doc, method):
print("DEBUG: On Submit Triggered for Sales Invoice:", doc.name)
# Send invoice email to customer
try:
print("DEBUG: Preparing to send invoice email for", doc.name)
EmailService.send_invoice_email(doc.name)
print("DEBUG: Invoice email sent successfully for", doc.name)
frappe.set_value("Project", doc.project, "invoice_status", "Invoice Sent")
except Exception as e:
print(f"ERROR: Failed to send invoice email: {str(e)}")
# Don't raise the exception - we don't want to block the invoice submission
frappe.log_error(f"Failed to send invoice email for {doc.name}: {str(e)}", "Invoice Email Error")
# # Send invoice email to customer
# try:
# print("DEBUG: Preparing to send invoice email for", doc.name)
# EmailService.send_invoice_email(doc.name)
# print("DEBUG: Invoice email sent successfully for", doc.name)
# frappe.set_value("Project", doc.project, "invoice_status", "Invoice Sent")
# except Exception as e:
# print(f"ERROR: Failed to send invoice email: {str(e)}")
# # Don't raise the exception - we don't want to block the invoice submission
# frappe.log_error(f"Failed to send invoice email for {doc.name}: {str(e)}", "Invoice Email Error")
def after_insert(doc, method):
print("DEBUG: After Insert Triggered for Sales Invoice:", doc.name)
# Additional logic can be added here if needed after invoice creation
frappe.set_value("Project", doc.project, "invoice_status", "Invoice Created")

3
custom_ui/events/sales_order.py
View file

@ -1,5 +1,5 @@
import frappe
from custom_ui.services import DbService, AddressService, ClientService
from custom_ui.services import DbService, AddressService, ClientService, EmailService
def before_save(doc, method):
@ -76,7 +76,6 @@ def after_insert(doc, method):
if doc.requires_half_payment:
try:
print("DEBUG: Sales Order requires half payment, preparing to send down payment email")
from custom_ui.services.email_service import EmailService
# Use EmailService to send the down payment email
EmailService.send_downpayment_email(doc.name)

12
custom_ui/events/task.py
View file

@ -4,6 +4,10 @@ from custom_ui.services import AddressService, ClientService, TaskService
def before_insert(doc, method):
"""Set values before inserting a Task."""
print("DEBUG: Before Insert Triggered for Task")
if doc.type:
task_type_weight = frappe.get_value("Task Type", doc.type, "weight") or 0
print(f"DEBUG: Setting Task weight to {task_type_weight} based on Task Type {doc.type}")
doc.task_weight = task_type_weight
if doc.status == "Template":
print("DEBUG: Task is a Template, skipping project linking")
return
@ -52,11 +56,13 @@ def after_save(doc, method):
if doc.project and doc.status == "Completed":
print("DEBUG: Task is completed, checking if project has calculated 100% Progress.")
project_doc = frappe.get_doc("Project", doc.project)
if project_doc.percent_complete == 100:
print("DEBUG: Current Project percent_complete:", project_doc.percent_complete)
if project_doc.percent_complete == 100.0:
print("DEBUG: Project percent_complete is 100%, checking if we need to update project status or invoice status.")
project_update_required = False
if project_doc.status == "Completed" and project_doc.customCompletionDate is None:
if project_doc.status == "Completed" and project_doc.custom_completion_date is None:
print("DEBUG: Project is marked as Completed but customCompletionDate is not set, updating customCompletionDate.")
project_doc.customCompletionDate = frappe.utils.nowdate()
project_doc.custom_completion_date = frappe.utils.nowdate()
project_update_required = True
if project_doc.invoice_status == "Not Ready":
project_doc.invoice_status = "Ready to Invoice"

608
custom_ui/fixtures/custom_field.json
View file

@ -2963,120 +2963,6 @@
"unique": 0,
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},
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"dt": "On-Site Meeting",
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"fetch_if_empty": 0,
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"insert_after": "company",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Party Type",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-13 03:06:47.189806",
"module": null,
"name": "On-Site Meeting-party_type",
"no_copy": 0,
"non_negative": 0,
"options": "Customer\nLead",
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"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "customer_name",
"is_system_generated": 1,
"is_virtual": 0,
"label": "From Lead",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-13 04:14:35.978839",
"module": null,
"name": "Customer-from_lead",
"no_copy": 0,
"non_negative": 0,
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},
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@ -3419,6 +3305,120 @@
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"doctype": "Custom Field",
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"insert_after": "company",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Party Type",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-13 03:06:47.189806",
"module": null,
"name": "On-Site Meeting-party_type",
"no_copy": 0,
"non_negative": 0,
"options": "Customer\nLead",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
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"dt": "Customer",
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"fetch_if_empty": 0,
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"fieldtype": "Link",
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"in_standard_filter": 0,
"insert_after": "customer_name",
"is_system_generated": 1,
"is_virtual": 0,
"label": "From Lead",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-13 03:39:42.161305",
"module": null,
"name": "Customer-from_lead",
"no_copy": 0,
"non_negative": 0,
"options": "Lead",
"permlevel": 0,
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},
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@ -8070,7 +8070,7 @@
"length": 0,
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"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.307849",
"modified": "2026-02-12 04:10:06.712703",
"module": null,
"name": "Project-requires_half_payment",
"no_copy": 0,
@ -8469,7 +8469,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.394762",
"modified": "2026-02-12 04:10:06.808397",
"module": null,
"name": "Project-is_half_down_paid",
"no_copy": 0,
@ -8754,7 +8754,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.235665",
"modified": "2026-02-12 04:10:06.643135",
"module": null,
"name": "Project-is_scheduled",
"no_copy": 0,
@ -10179,7 +10179,7 @@
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-02-12 02:52:41.808876",
"modified": "2026-02-12 04:10:06.196780",
"module": null,
"name": "Address-latitude",
"no_copy": 0,
@ -10293,7 +10293,7 @@
"length": 0,
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"modified": "2026-02-12 02:52:41.924704",
"modified": "2026-02-12 04:10:06.320979",
"module": null,
"name": "Address-longitude",
"no_copy": 0,
@ -13858,15 +13858,15 @@
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": "accept_payment",
"depends_on": null,
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"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "payment_button_help",
"fieldtype": "Text",
"fieldname": "payments_cb",
"fieldtype": "Column Break",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
@ -13877,16 +13877,16 @@
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "payment_button_label",
"insert_after": "payment_button_help",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Button Help",
"label": null,
"length": 0,
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"modified": "2026-01-27 11:11:05.256345",
"modified": "2026-01-27 11:11:05.288776",
"module": null,
"name": "Web Form-payment_button_help",
"name": "Web Form-payments_cb",
"no_copy": 0,
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@ -13907,63 +13907,6 @@
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},
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"dt": "Web Form",
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"insert_after": "amount",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Currency",
"length": 0,
"link_filters": null,
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"modified": "2026-01-27 11:11:05.420470",
"module": null,
"name": "Web Form-currency",
"no_copy": 0,
"non_negative": 0,
"options": "Currency",
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},
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@ -14021,120 +13964,6 @@
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},
{
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"doctype": "Custom Field",
"dt": "Web Form",
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"fetch_if_empty": 0,
"fieldname": "amount_based_on_field",
"fieldtype": "Check",
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"insert_after": "payments_cb",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Amount Based On Field",
"length": 0,
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"modified": "2026-01-27 11:11:05.321231",
"module": null,
"name": "Web Form-amount_based_on_field",
"no_copy": 0,
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"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Sales Order",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "exempt_from_sales_tax",
"fieldtype": "Check",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "taxes_and_charges",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Is customer exempted from sales tax?",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2024-04-03 13:53:07.674608",
"module": null,
"name": "Sales Order-exempt_from_sales_tax",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -14249,6 +14078,120 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": "accept_payment",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "currency",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "amount",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Currency",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.420470",
"module": null,
"name": "Web Form-currency",
"no_copy": 0,
"non_negative": 0,
"options": "Currency",
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Sales Order",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "exempt_from_sales_tax",
"fieldtype": "Check",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "taxes_and_charges",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Is customer exempted from sales tax?",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2024-04-03 13:53:07.674608",
"module": null,
"name": "Sales Order-exempt_from_sales_tax",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -14306,6 +14249,63 @@
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"default": "0",
"depends_on": "accept_payment",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "amount_based_on_field",
"fieldtype": "Check",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "payments_cb",
"is_system_generated": 1,
"is_virtual": 0,
"label": "Amount Based On Field",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.321231",
"module": null,
"name": "Web Form-amount_based_on_field",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
@ -14371,15 +14371,15 @@
"collapsible_depends_on": null,
"columns": 0,
"default": null,
"depends_on": null,
"depends_on": "accept_payment",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "payments_cb",
"fieldtype": "Column Break",
"fieldname": "payment_button_help",
"fieldtype": "Text",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
@ -14390,16 +14390,16 @@
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "payment_button_help",
"insert_after": "payment_button_label",
"is_system_generated": 1,
"is_virtual": 0,
"label": null,
"label": "Button Help",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.288776",
"modified": "2026-01-27 11:11:05.256345",
"module": null,
"name": "Web Form-payments_cb",
"name": "Web Form-payment_button_help",
"no_copy": 0,
"non_negative": 0,
"options": null,

1442
custom_ui/fixtures/doctype.json
View file

File diff suppressed because it is too large Load diff

64
custom_ui/fixtures/property_setter.json
View file

@ -15199,38 +15199,6 @@
"row_name": null,
"value": "[\"sb_01\", \"custom_column_break_g4zvy\", \"first_name\", \"custom_column_break_hpz5b\", \"middle_name\", \"custom_column_break_3pehb\", \"last_name\", \"email\", \"customer_type\", \"customer_name\", \"addresses\", \"contact_section\", \"links\", \"phone_nos\", \"email_ids\", \"custom_column_break_nfqbi\", \"is_primary_contact\", \"is_billing_contact\", \"custom_service_address\", \"user\", \"unsubscribed\", \"more_info\", \"custom_column_break_sn9hu\", \"full_name\", \"address\", \"company_name\", \"designation\", \"role\", \"department\", \"image\", \"sb_00\", \"custom_column_break_kmlkz\", \"email_id\", \"mobile_no\", \"phone\", \"status\", \"gender\", \"salutation\", \"contact_details\", \"cb_00\", \"custom_test_label\", \"google_contacts\", \"google_contacts_id\", \"sync_with_google_contacts\", \"cb00\", \"pulled_from_google_contacts\", \"custom_column_break_ejxjz\"]"
},
{
"default_value": null,
"doc_type": "Project",
"docstatus": 0,
"doctype": "Property Setter",
"doctype_or_field": "DocType",
"field_name": null,
"is_system_generated": 0,
"modified": "2026-01-26 10:42:06.682515",
"module": null,
"name": "Project-main-autoname",
"property": "autoname",
"property_type": "Data",
"row_name": null,
"value": "format:{project_template}-#-PRO-{#####}-{YYYY}"
},
{
"default_value": null,
"doc_type": "Project",
"docstatus": 0,
"doctype": "Property Setter",
"doctype_or_field": "DocType",
"field_name": null,
"is_system_generated": 0,
"modified": "2026-01-26 10:42:06.862234",
"module": null,
"name": "Project-main-field_order",
"property": "field_order",
"property_type": "Data",
"row_name": null,
"value": "[\"custom_column_break_k7sgq\", \"custom_installation_address\", \"naming_series\", \"project_name\", \"job_address\", \"status\", \"custom_warranty_duration_days\", \"custom_warranty_expiration_date\", \"custom_warranty_information\", \"project_type\", \"percent_complete_method\", \"percent_complete\", \"column_break_5\", \"project_template\", \"expected_start_date\", \"expected_start_time\", \"expected_end_date\", \"expected_end_time\", \"is_scheduled\", \"invoice_status\", \"custom_completion_date\", \"priority\", \"custom_foreman\", \"custom_hidden_fields\", \"department\", \"service_appointment\", \"tasks\", \"is_active\", \"custom_address\", \"custom_section_break_lgkpd\", \"custom_workflow_related_custom_fields__landry\", \"custom_permit_status\", \"custom_utlity_locate_status\", \"custom_crew_scheduling\", \"customer_details\", \"customer\", \"column_break_14\", \"sales_order\", \"users_section\", \"users\", \"copied_from\", \"section_break0\", \"notes\", \"section_break_18\", \"actual_start_date\", \"actual_start_time\", \"actual_time\", \"column_break_20\", \"actual_end_date\", \"actual_end_time\", \"project_details\", \"estimated_costing\", \"total_costing_amount\", \"total_expense_claim\", \"total_purchase_cost\", \"company\", \"column_break_28\", \"total_sales_amount\", \"total_billable_amount\", \"total_billed_amount\", \"total_consumed_material_cost\", \"cost_center\", \"margin\", \"gross_margin\", \"column_break_37\", \"per_gross_margin\", \"monitor_progress\", \"collect_progress\", \"holiday_list\", \"frequency\", \"from_time\", \"to_time\", \"first_email\", \"second_email\", \"daily_time_to_send\", \"day_to_send\", \"weekly_time_to_send\", \"column_break_45\", \"subject\", \"message\"]"
},
{
"default_value": null,
"doc_type": "Sales Order",
@ -15262,5 +15230,37 @@
"property_type": "Data",
"row_name": null,
"value": "[\"gateway_name\", \"publishable_key\", \"custom_webhook_secret\", \"column_break_3\", \"secret_key\", \"custom_company\", \"custom_account\", \"section_break_5\", \"header_img\", \"column_break_7\", \"redirect_url\"]"
},
{
"default_value": null,
"doc_type": "Project",
"docstatus": 0,
"doctype": "Property Setter",
"doctype_or_field": "DocType",
"field_name": null,
"is_system_generated": 0,
"modified": "2026-02-12 12:21:16.095851",
"module": null,
"name": "Project-main-autoname",
"property": "autoname",
"property_type": "Data",
"row_name": null,
"value": "format:{project_template}-{customer}-PRO-{#####}-{YYYY}"
},
{
"default_value": null,
"doc_type": "Project",
"docstatus": 0,
"doctype": "Property Setter",
"doctype_or_field": "DocType",
"field_name": null,
"is_system_generated": 0,
"modified": "2026-02-12 12:21:16.160749",
"module": null,
"name": "Project-main-field_order",
"property": "field_order",
"property_type": "Data",
"row_name": null,
"value": "[\"custom_column_break_k7sgq\", \"custom_installation_address\", \"naming_series\", \"project_name\", \"job_address\", \"status\", \"custom_warranty_duration_days\", \"custom_warranty_expiration_date\", \"custom_warranty_information\", \"project_type\", \"percent_complete_method\", \"percent_complete\", \"column_break_5\", \"project_template\", \"expected_start_date\", \"expected_start_time\", \"expected_end_date\", \"expected_end_time\", \"requires_half_payment\", \"is_half_down_paid\", \"is_scheduled\", \"invoice_status\", \"custom_completion_date\", \"priority\", \"custom_foreman\", \"custom_hidden_fields\", \"department\", \"service_appointment\", \"tasks\", \"ready_to_schedule\", \"is_active\", \"custom_address\", \"custom_section_break_lgkpd\", \"custom_workflow_related_custom_fields__landry\", \"custom_permit_status\", \"custom_utlity_locate_status\", \"custom_crew_scheduling\", \"customer_details\", \"customer\", \"column_break_14\", \"sales_order\", \"users_section\", \"users\", \"copied_from\", \"section_break0\", \"notes\", \"section_break_18\", \"actual_start_date\", \"actual_start_time\", \"actual_time\", \"column_break_20\", \"actual_end_date\", \"actual_end_time\", \"project_details\", \"estimated_costing\", \"total_costing_amount\", \"total_expense_claim\", \"total_purchase_cost\", \"company\", \"column_break_28\", \"total_sales_amount\", \"total_billable_amount\", \"total_billed_amount\", \"total_consumed_material_cost\", \"cost_center\", \"margin\", \"gross_margin\", \"column_break_37\", \"per_gross_margin\", \"monitor_progress\", \"collect_progress\", \"holiday_list\", \"frequency\", \"from_time\", \"to_time\", \"first_email\", \"second_email\", \"daily_time_to_send\", \"day_to_send\", \"weekly_time_to_send\", \"column_break_45\", \"subject\", \"message\"]"
}
]

16
custom_ui/fixtures/task.json
View file

@ -59,7 +59,7 @@
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"description": "Utility locate request prior to installation start.",
"docstatus": 0,
"doctype": "Task",
"duration": 0,
@ -70,7 +70,7 @@
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-04-24 14:57:03.402721",
"modified": "2026-02-12 12:31:42.805351",
"name": "TASK-2025-00002",
"old_parent": "",
"parent_task": null,
@ -82,12 +82,12 @@
"start": 0,
"status": "Template",
"subject": "811/Locate call in",
"task_weight": 0.0,
"task_weight": 7.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Admin"
"type": "811/Locate"
},
{
"act_end_date": null,
@ -284,7 +284,7 @@
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": null,
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task",
"duration": 0,
@ -295,7 +295,7 @@
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2025-05-10 05:06:24.653035",
"modified": "2026-02-12 12:32:42.996899",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
@ -307,12 +307,12 @@
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 0.0,
"task_weight": 25.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Labor"
"type": "Main Job"
},
{
"act_end_date": null,

5
custom_ui/hooks.py
View file

@ -196,7 +196,7 @@ doc_events = {
"before_insert": "custom_ui.events.task.before_insert",
"after_insert": "custom_ui.events.task.after_insert",
"before_save": "custom_ui.events.task.before_save",
"after_save": "custom_ui.events.task.after_save"
"on_update": "custom_ui.events.task.after_save"
},
"Bid Meeting Note Form": {
"after_insert": "custom_ui.events.general.attach_bid_note_form_to_project_template"
@ -210,7 +210,8 @@ doc_events = {
"on_submit": "custom_ui.events.payments.on_submit"
},
"Sales Invoice": {
"on_submit": "custom_ui.events.sales_invoice.on_submit"
"on_submit": "custom_ui.events.sales_invoice.on_submit",
"after_insert": "custom_ui.events.sales_invoice.after_insert"
}
}

6
custom_ui/install.py
View file

@ -485,6 +485,12 @@ def add_custom_fields():
default=0,
insert_after="custom_installation_address"
),
dict(
fieldname="remarks",
label="Remarks",
fieldtype="Small Text",
insert_after="grand_total"
),
dict(
fieldname="custom_quotation_template",
label="Quotation Template",

8
custom_ui/services/sales_order_service.py
View file

@ -8,7 +8,8 @@ class SalesOrderService:
def create_sales_invoice_from_sales_order(sales_order_name):
try:
sales_order_doc = frappe.get_doc("Sales Order", sales_order_name)
sales_invoice = make_sales_invoice(sales_order_doc.name)
sales_invoice = make_sales_invoice(sales_order_doc.name, ignore_permissions=True)
print("DEBUG: Sales Invoice created from Sales Order:", sales_invoice.name)
sales_invoice.project = sales_order_doc.project
sales_invoice.posting_date = today()
sales_invoice.due_date = today()
@ -21,8 +22,9 @@ class SalesOrderService:
sales_invoice.calculate_taxes_and_totals()
sales_invoice.insert()
sales_invoice.submit()
return sales_invoice.name
print("DEBUG: Sales Invoice: ", sales_invoice.as_dict())
# sales_invoice.submit()
return sales_invoice
except Exception as e:
print("ERROR creating Sales Invoice from Sales Order:", str(e))
return None

5
custom_ui/services/stripe_service.py
View file

@ -56,14 +56,17 @@ class StripeService:
Returns:
stripe.checkout.Session object
"""
print(f"DEBUG: Creating Stripe Checkout Session for company with details - Company: {company}, Amount: {amount}, Service: {service}, Order Num: {order_num}, Currency: {currency}, For Advance Payment: {for_advance_payment}, Sales Invoice: {sales_invoice}")
stripe.api_key = StripeService.get_api_key(company)
# Determine payment description
if for_advance_payment:
description = f"Advance payment for {company}{' - ' + service if service else ''}"
else:
print("DEBUG: Creating description for full payment")
description = f"Invoice payment for {company}{' - ' + service if service else ''}"
if sales_invoice:
print(f"DEBUG: Sales Invoice provided for full payment: {sales_invoice}")
description = f"Invoice {sales_invoice} - {company}"
# Use custom line items if provided and not an advance payment, otherwise create default line item
@ -88,7 +91,7 @@ class StripeService:
if for_advance_payment:
metadata["sales_order"] = order_num
else:
metadata["sales_invoice"] = sales_invoice or order_num
metadata["sales_invoice"] = sales_invoice if sales_invoice else order_num
if sales_invoice:
# Check if there's a related sales order
invoice_doc = frappe.get_doc("Sales Invoice", sales_invoice)

191
custom_ui/templates/invoices/already_paid.html Normal file
View file

@ -0,0 +1,191 @@
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Invoice Already Paid</title>
<link href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap" rel="stylesheet">
<style>
body {
font-family: 'Roboto', sans-serif;
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
color: #333;
margin: 0;
padding: 0;
display: flex;
justify-content: center;
align-items: center;
min-height: 100vh;
}
.message-container {
text-align: center;
background-color: #fff;
padding: 50px;
border-radius: 20px;
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
max-width: 500px;
width: 90%;
position: relative;
}
.message-icon {
font-size: 5rem;
color: #00b894;
margin-bottom: 30px;
animation: checkmarkAnimation 1.5s ease-out;
}
@keyframes checkmarkAnimation {
0% {
transform: scale(0) rotate(-180deg);
opacity: 0;
}
50% {
transform: scale(1.2) rotate(0deg);
opacity: 1;
}
70% {
transform: scale(0.9) rotate(0deg);
}
100% {
transform: scale(1) rotate(0deg);
opacity: 1;
}
}
.message-title {
font-size: 2.5rem;
margin-bottom: 20px;
color: #333;
font-weight: 700;
}
.message-text {
font-size: 1.2rem;
line-height: 1.6;
margin-bottom: 20px;
color: #666;
font-weight: 400;
}
.invoice-number {
background-color: #e3f2fd;
padding: 15px;
border-radius: 8px;
margin: 20px 0;
border-left: 4px solid #2196f3;
font-size: 1.1rem;
font-weight: 600;
color: #1976d2;
}
.contact-section {
background-color: #f8f9fa;
padding: 20px;
border-radius: 10px;
margin-top: 30px;
text-align: left;
}
.contact-section h3 {
margin: 0 0 10px 0;
color: #333;
font-size: 1.3rem;
font-weight: 600;
}
.contact-section > p {
margin: 0 0 15px 0;
color: #666;
font-size: 0.95rem;
}
.contact-details {
display: flex;
flex-direction: column;
gap: 8px;
}
.contact-row {
display: flex;
justify-content: space-between;
align-items: center;
padding: 5px 0;
border-bottom: 1px solid #e9ecef;
}
.contact-row:last-child {
border-bottom: none;
}
.contact-label {
font-weight: 500;
color: #495057;
flex-shrink: 0;
}
.contact-value {
font-weight: 400;
color: #6c757d;
text-align: right;
}
.contact-value a {
color: #007bff;
text-decoration: none;
}
.contact-value a:hover {
text-decoration: underline;
}
</style>
</head>
<body>
<div class="message-container">
<div class="message-icon">✓</div>
<h1 class="message-title">Invoice Already Paid</h1>
<p class="message-text">This invoice has already been paid in full.</p>
{% if invoice_number %}
<div class="invoice-number">
Invoice #{{ invoice_number }}
</div>
{% endif %}
{% if company %}
<div class="contact-section">
<h3>Have Questions?</h3>
<p>We're here to help! Contact us if you need assistance.</p>
<div class="contact-details">
{% if company.company_name %}
<div class="contact-row">
<span class="contact-label">Company:</span>
<span class="contact-value">{{ company.company_name }}</span>
</div>
{% endif %}
{% if company.phone_no %}
<div class="contact-row">
<span class="contact-label">Phone:</span>
<span class="contact-value">{{ company.phone_no }}</span>
</div>
{% endif %}
{% if company.email %}
<div class="contact-row">
<span class="contact-label">Email:</span>
<span class="contact-value"><a href="mailto:{{ company.email }}">{{ company.email }}</a></span>
</div>
{% endif %}
{% if company.website %}
<div class="contact-row">
<span class="contact-label">Website:</span>
<span class="contact-value"><a href="{{ company.website }}" target="_blank">{{ company.website }}</a></span>
</div>
{% endif %}
</div>
</div>
{% endif %}
</div>
</body>
</html>