Disabled a client script breaking things by setting dates in the past.

custom_ui/api/db/estimates.py

@@ -510,7 +510,7 @@ def upsert_estimate(data):
                 "company": data.get("company"),
                 "actual_customer_name": client_doc.name,
                 "customer_type": address_doc.customer_type,
-                "customer_address": client_doc.custom_billing_address,
+                "customer_address": client_doc.primary_address,
                 "contact_person": data.get("contact_name"),
                 "letter_head": data.get("company"),
                 "custom_project_template": data.get("project_template", None),

custom_ui/custom_fields.py

@@ -382,6 +382,12 @@ custom_fields = {
         )
     ],
     "Quotation": [
+        dict(
+            fieldname="custom_installation_address",
+            label="Installation Address",
+            fieldtype="Link",
+            options="Address"
+        ),
         dict(
             fieldname="requires_half_payment",
             label="Requires Half Payment",
@@ -389,20 +395,12 @@ custom_fields = {
             default=0,
             insert_after="custom_installation_address"
         ),
-        dict(
-            fieldname="custom_quotation_template",
-            label="Quotation Template",
-            fieldtype="Link",
-            options="Quotation Template",
-            insert_after="company",
-            description="The template used for generating this quotation."
-        ),
         dict(
             fieldname="custom_project_template",
             label="Project Template",
             fieldtype="Link",
             options="Project Template",
-            insert_after="custom_quotation_template",
+            insert_after="requires_half_payment",
             description="The project template to use when creating a project from this quotation.",
             allow_on_submit=1
         ),
@@ -422,13 +420,6 @@ custom_fields = {
             options="On-Site Meeting",
             insert_after="custom_job_address"
         ),
-        dict(
-            fieldname="from_onsite_meeting",
-            label="From On-Site Meeting",
-            fieldtype="Link",
-            options="On-Site Meeting",
-            insert_after="custom_job_address"
-        ),
         dict(
             fieldname="actual_customer_name",
             label="Customer",
@@ -444,9 +435,39 @@ custom_fields = {
             options="Customer\nLead",
             insert_after="customer_name",
             allow_on_submit=1
-        )
+        ),
+        dict(
+            fieldname="custom_current_status",
+            label="Status",
+            fieldtype="Select",
+            options="Draft\nSubmitted\nEstimate Accepted\nLost\nWon",
+            insert_after="Date",
+            allow_on_submit=1
+        ),
+        dict(
+            fieldname="custom_sent",
+            label="Sent",
+            fieldtype="Check",
+            insert_after="custom_current_status",
+            default=0,
+            allow_on_submit=1
+        ),
+        dict(
+            fieldname="custom_followup_needed",
+            label="Follow-up Needed",
+            fieldtype="Check",
+            insert_after="custom_sent",
+            default=0,
+            allow_on_submit=1
+        ),
     ],
     "Sales Order": [
+        dict(
+            fieldname="custom_installation_address",
+            label="Installation Address",
+            fieldtype="Link",
+            options="Address"
+        ),
         dict(
             fieldname="requires_half_payment",
             label="Requires Half Payment",
@@ -471,7 +492,14 @@ custom_fields = {
             insert_after="custom_installation_address",
             description="The address where the job will be performed.",
             allow_on_submit=1
-        )
+        ),
+        dict(
+            fieldname="custom_department_type",
+            label="Department Type",
+            fieldtype="Select",
+            options="\nFencing Install\nWarranty\nSprinkler Service\nLandscape Installation\nLawn Maintenance",
+            insert_after="delivery_date",
+        ),
     ],
     "Project": [
         dict(
@@ -581,5 +609,13 @@ custom_fields = {
             options="Project Template",
             insert_after="project"
         )
+    ],
+    "Territory": [
+        dict(
+            fieldname="custom_map",
+            label="Map",
+            fieldtype="Attach Image",
+            insert_after="is_group"
+        )
     ]
 }

custom_ui/fixtures/client_script.json

@@ -69,7 +69,7 @@
   "docstatus": 0,
   "doctype": "Client Script",
   "dt": "Quotation",
-  "enabled": 1,
+  "enabled": 0,
   "modified": "2025-01-08 05:04:26.743210",
   "module": null,
   "name": "Quotation - Set Same Valid Until Date",

custom_ui/fixtures/territory.json

@@ -12,6 +12,45 @@
   "territory_manager": null,
   "territory_name": "Rest Of The World"
  },
+ {
+  "custom_map": null,
+  "docstatus": 0,
+  "doctype": "Territory",
+  "is_group": 1,
+  "modified": "2024-04-08 03:16:41.446439",
+  "name": "United States",
+  "old_parent": "All Territories",
+  "parent_territory": "All Territories",
+  "targets": [],
+  "territory_manager": null,
+  "territory_name": "United States"
+ },
+ {
+  "custom_map": null,
+  "docstatus": 0,
+  "doctype": "Territory",
+  "is_group": 1,
+  "modified": "2024-10-24 16:28:49.004134",
+  "name": "Idaho",
+  "old_parent": "United States",
+  "parent_territory": "United States",
+  "targets": [],
+  "territory_manager": null,
+  "territory_name": "Idaho"
+ },
+ {
+  "custom_map": null,
+  "docstatus": 0,
+  "doctype": "Territory",
+  "is_group": 1,
+  "modified": "2024-10-24 16:29:21.492438",
+  "name": "Washington",
+  "old_parent": "United States",
+  "parent_territory": "United States",
+  "targets": [],
+  "territory_manager": null,
+  "territory_name": "Washington"
+ },
  {
   "custom_map": null,
   "docstatus": 0,
@@ -1246,44 +1285,5 @@
   "targets": [],
   "territory_manager": null,
   "territory_name": "Hayden Canyon"
- },
- {
-  "custom_map": null,
-  "docstatus": 0,
-  "doctype": "Territory",
-  "is_group": 1,
-  "modified": "2024-10-24 16:29:21.492438",
-  "name": "Washington",
-  "old_parent": "United States",
-  "parent_territory": "United States",
-  "targets": [],
-  "territory_manager": null,
-  "territory_name": "Washington"
- },
- {
-  "custom_map": null,
-  "docstatus": 0,
-  "doctype": "Territory",
-  "is_group": 1,
-  "modified": "2024-04-08 03:16:41.446439",
-  "name": "United States",
-  "old_parent": "All Territories",
-  "parent_territory": "All Territories",
-  "targets": [],
-  "territory_manager": null,
-  "territory_name": "United States"
- },
- {
-  "custom_map": null,
-  "docstatus": 0,
-  "doctype": "Territory",
-  "is_group": 1,
-  "modified": "2024-10-24 16:28:49.004134",
-  "name": "Idaho",
-  "old_parent": "United States",
-  "parent_territory": "United States",
-  "targets": [],
-  "territory_manager": null,
-  "territory_name": "Idaho"
  }
 ]