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job creation working

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This commit is contained in:
Casey 2026-01-16 09:06:59 -06:00
parent bd9e00c6f1
commit d3818d1985
22 changed files with 591 additions and 179 deletions
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10
custom_ui/api/db/clients.py
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@ -310,7 +310,6 @@ def upsert_client(data):
"phone": primary_contact.get("phone_number"),
"custom_customer_name": customer_name,
"customer_type": customer_type,
"address_type": "Billing",
"companies": [{ "company": data.get("company_name")
}]
}
@ -338,7 +337,7 @@ def upsert_client(data):
"last_name": contact_data.get("last_name"),
"role": contact_data.get("contact_role", "Other"),
"custom_email": contact_data.get("email"),
"is_primary_contact":1 if contact_data.get("is_primary", False) else 0,
"is_primary_contact": 1 if contact_data.get("is_primary", False) else 0,
"customer_type": "Lead",
"customer_name": client_doc.name,
"email_ids": [{
@ -370,11 +369,13 @@ def upsert_client(data):
# Handle address creation
address_docs = []
for address in addresses:
is_billing = True if address.get("is_billing_address") else False
print("#####DEBUG: Creating address with data:", address)
address_doc = AddressService.create_address({
"address_title": build_address_title(customer_name, address),
"address_title": AddressService.build_address_title(customer_name, address),
"address_line1": address.get("address_line1"),
"address_line2": address.get("address_line2"),
"address_type": "Billing" if is_billing else "Service",
"city": address.get("city"),
"state": address.get("state"),
"country": "United States",
@ -385,6 +386,9 @@ def upsert_client(data):
})
AddressService.link_address_to_customer(address_doc, "Lead", client_doc.name)
address_doc.reload()
if is_billing:
client_doc.custom_billing_address = address_doc.name
client_doc.save(ignore_permissions=True)
for contact_to_link_idx in address.get("contacts", []):
contact_doc = contact_docs[contact_to_link_idx]
AddressService.link_address_to_contact(address_doc, contact_doc.name)