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Added Client Type column to the CRM table. Removed unwanted Status Buttons.

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This commit is contained in:
rocketdebris 2025-12-16 09:08:13 -05:00
parent 1a837ffcfc
commit e508f265a1
2 changed files with 51 additions and 45 deletions
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17
custom_ui/api/db/clients.py
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@ -208,6 +208,7 @@ def get_clients_table_data(filters={}, sortings=[], page=1, page_size=10):
f"{' ' + address['address_line2'] if address['address_line2'] else ''} "
f"{address['city']}, {address['state']} {address['pincode']}"
)
tableRow["client_type"] = "Lead" if is_lead else "Customer"
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
@ -229,7 +230,7 @@ def upsert_client(data):
# Handle customer creation/update
print("#####DEBUG: Upsert client data received:", data)
print("#####DEBUG: Checking for existing customer with name:", data.get("customer_name"))
customer = frappe.db.exists("Customer", {"customer_name": data.get("customer_name")})
@ -238,18 +239,18 @@ def upsert_client(data):
customer = frappe.db.exists("Lead", {"lead_name": data.get("customer_name")})
else:
print("#####DEBUG: Existing customer found:", customer)
if not customer:
print("#####DEBUG: No existing lead found. Creating new lead.")
is_individual = data.get("customer_type") == "Individual"
primary_contact = next((c for c in data.get("contacts", []) if c.get("is_primary")), None)
if not primary_contact:
return build_error_response("Primary contact information is required to create a new customer.", 400)
print("#####DEBUG: Primary contact found:", primary_contact)
new_lead_data = {
"doctype": "Lead",
"doctype": "Lead",
"lead_name": data.get("customer_name"),
"first_name": primary_contact.get("first_name"),
"last_name": primary_contact.get("last_name"),
@ -355,7 +356,7 @@ def upsert_client(data):
"link_doctype": new_client_doc.doctype,
"link_name": new_client_doc.name
})
# Address -> Contact
print("#####DEBUG: Linking address to contacts.")
@ -367,7 +368,7 @@ def upsert_client(data):
"phone": contact_doc.phone,
"role": contact_doc.role
})
address_doc.save(ignore_permissions=True)
# Contact -> Customer/Lead & Address
@ -384,7 +385,7 @@ def upsert_client(data):
})
contact_doc.custom_customer = new_client_doc.name
contact_doc.save(ignore_permissions=True)
frappe.local.message_log = []
return build_success_response({
"customer": new_client_doc.as_dict(),