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add table actions to datatable, client page, start writing db method for clients

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This commit is contained in:
Casey 2025-11-11 09:50:23 -06:00
parent a67e86af44
commit df1df3f882
9 changed files with 1844 additions and 194 deletions
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113
custom_ui/api/db.py
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@ -1,6 +1,5 @@
import frappe, json, re
from datetime import datetime, date
from custom_ui.db_utils import calculate_appointment_scheduled_status, calculate_estimate_sent_status, calculate_payment_recieved_status, calculate_job_status
@frappe.whitelist()
def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=None):
@ -16,13 +15,6 @@ def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=N
filters = {status_field: status_value}
filters.update(base_filters)
return filters
def get_status_total(counts_dicts, status_field):
sum_array = []
for counts_dict in counts_dicts:
sum_array.append(counts_dict[status_field])
return sum(sum_array)
onsite_meeting_scheduled_status_counts = {
"label": "On-Site Meeting Scheduled",
@ -58,6 +50,7 @@ def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=N
job_status_counts,
payment_received_status_counts
]
categories = []
for status_dict in status_dicts:
category = {
@ -85,7 +78,28 @@ def get_client_status_counts(weekly=False, week_start_date=None, week_end_date=N
return categories
@frappe.whitelist()
def get_clients(options):
def get_client(client_name):
address = frappe.get_doc("Address", client_name)
customer_name = [link for link in address.links if link.link_doctype == "Customer"][0].link_name
project_names = frappe.db.get_all("Project", fields=["name"], filters=[
["or", [
["custom_installation_address", "=", address.address_title],
["custom_address", "=", address.address_title]
]]
])
projects = [frappe.get_doc("Project", proj["name"]) for proj in project_names]
customer = frappe.get_doc("Customer", customer_name)
# get all associated data as needed
return {
"address": address,
"customer": customer,
"projects": projects
}
@frappe.whitelist()
def get_clients_table_data(options):
options = json.loads(options)
print("DEBUG: Raw options received:", options)
defaultOptions = {
@ -98,9 +112,6 @@ def get_clients(options):
options = {**defaultOptions, **options}
print("DEBUG: Final options:", options)
clients = []
tableRows = []
# Map frontend field names to backend field names
def map_field_name(frontend_field):
field_mapping = {
@ -162,75 +173,23 @@ def get_clients(options):
addresses = frappe.db.get_all(
"Address",
fields=["address_title", "custom_onsite_meeting_scheduled", "custom_estimate_sent_status", "custom_job_status", "custom_payment_received_status"],
fields=["name", "address_title", "custom_onsite_meeting_scheduled", "custom_estimate_sent_status", "custom_job_status", "custom_payment_received_status"],
filters=processed_filters,
limit=options["page_size"],
start=(options["page"] - 1) * options["page_size"],
order_by=order_by
)
# for address in addresses:
# client = {}
# tableRow = {}
# on_site_meetings = frappe.db.get_all(
# "On-Site Meeting",
# fields=["*"],
# filters={"address": address["address_title"]}
# )
# quotations = frappe.db.get_all(
# "Quotation",
# fields=["*"],
# filters={"custom_installation_address": address["address_title"]}
# )
# sales_orders = frappe.db.get_all(
# "Sales Order",
# fields=["*"],
# filters={"custom_installation_address": address["address_title"]}
# )
# sales_invvoices = frappe.db.get_all(
# "Sales Invoice",
# fields=["*"],
# filters={"custom_installation_address": address["address_title"]}
# )
# payment_entries = frappe.db.get_all(
# "Payment Entry",
# fields=["*"],
# filters={"custom_installation_address": address["address_title"]}
# )
# jobs = frappe.db.get_all(
# "Project",
# fields=["*"],
# filters={
# "custom_installation_address": address["address_title"],
# "project_template": "SNW Install"
# }
# )
# tasks = frappe.db.get_all(
# "Task",
# fields=["*"],
# filters={"project": jobs[0]["name"]}
# ) if jobs else []
# tableRow["id"] = address["name"]
# tableRow["address_title"] = address["address_title"]
# tableRow["appointment_scheduled_status"] = calculate_appointment_scheduled_status(on_site_meetings[0]) if on_site_meetings else "Not Started"
# tableRow["estimate_sent_status"] = calculate_estimate_sent_status(quotations[0]) if quotations else "Not Started"
# tableRow["payment_received_status"] = calculate_payment_recieved_status(sales_invvoices[0], payment_entries) if sales_invvoices and payment_entries else "Not Started"
# tableRow["job_status"] = calculate_job_status(jobs[0], tasks) if jobs and tasks else "Not Started"
# tableRows.append(tableRow)
# client["address"] = address
# client["on_site_meetings"] = on_site_meetings
# client["jobs"] = jobs
# client["quotations"] = quotations
# clients.append(client)
rows = []
for address in addresses:
tableRow = {}
tableRow["id"] = address["name"]
tableRow["address_title"] = address["address_title"]
tableRow["appointment_scheduled_status"] = address["custom_onsite_meeting_scheduled"]
tableRow["estimate_sent_status"] = address["custom_estimate_sent_status"]
tableRow["job_status"] = address["custom_job_status"]
tableRow["payment_received_status"] = address["custom_payment_received_status"]
rows.append(tableRow)
return {
"pagination": {
@ -239,7 +198,7 @@ def get_clients(options):
"page_size": options["page_size"],
"total_pages": (count + options["page_size"] - 1) // options["page_size"]
},
"data": addresses
"data": rows
}