update mapping of data return for a lead

custom_ui/api/db/clients.py

@@ -1,5 +1,5 @@
 import frappe, json
-from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response
+from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client
 
 # ===============================================================================
 # CLIENT MANAGEMENT API METHODS
@@ -101,49 +101,45 @@ def get_client(client_name):
             print("DEBUG: Client not found as Customer. Checking Lead.")
             lead_name = frappe.db.get_all("Lead", pluck="name", filters={"lead_name": client_name})[0]
             customer = frappe.get_doc("Lead", lead_name)
+            if not customer:
+                return build_error_response(f"Client '{client_name}' not found as Customer or Lead.", 404)
+        print("DEBUG: Retrieved customer/lead document:", customer.as_dict())
         clientData = {**clientData, **customer.as_dict()}
+        if customer.doctype == "Lead":
+            clientData.update(map_lead_client(clientData))
+        links = []
         if customer.doctype == "Customer":
-            for contact_link in customer.custom_add_contacts:
-                contact_doc = frappe.get_doc("Contact", contact_link.contact)
-                clientData["contacts"].append(contact_doc.as_dict())
-        else:
-            contact_names = frappe.db.get_all("Contact", pluck="name", filters={"links": ["like", f'%{{"link_doctype": "Lead", "link_name": client_name}}%']})
-            for contact_name in contact_names:
-                contact_doc = frappe.get_doc("Contact", contact_name)
-                clientData["contacts"].append(contact_doc.as_dict())
+            links = (
+                [{"link_doctype": "Contact", "link_name": row.contact}
+                    for row in customer.get("custom_add_contacts", [])]
+                +
+                [{"link_doctype": "Address", "link_name": row.address}
+                    for row in customer.get("custom_select_address", [])]
+                )
 
-        if customer.doctype == "Customer":
-            for address_link in customer.custom_select_address:
-                address_doc = frappe.get_doc("Address", address_link.address_name)
-            # # addressData = {"jobs": [], "contacts": []}
-            # addressData = {**addressData, **address_doc.as_dict()}
-            # addressData["estimates"] = frappe.db.get_all("Quotation", fields=["*"], filters={"custom_installation_address": address_doc.address_title})
-            # addressData["onsite_meetings"] = frappe.db.get_all("On-Site Meeting", fields=["*"], filters={"address": address_doc.address_title})
-            # jobs = frappe.db.get_all("Project", fields=["*"], or_filters=[
-            #     ["custom_installation_address", "=", address.address_title],
-            #     ["custom_address", "=", address.address_title]
-            # ])
-            # for job in jobs if jobs else []:
-            #     jobData = {}
-            #     jobData = {**jobData, **job}
-            #     jobData["sales_invoices"] = frappe.db.get_all("Sales Invoice", fields=["*"], filters={"project": job.name})
-            #     jobData["payment_entries"] = frappe.db.get_all(
-            #         "Payment Entry",
-            #         fields=["*"],
-            #         filters={"party_type": "Customer"},
-            #         or_filters=[
-            #             ["party", "=", client_name],
-            #             ["party_name", "=", client_name]
-            #         ])
-            #     jobData["sales_orders"] = frappe.db.get_all("Sales Order", fields=["*"], filters={"project": job.name})
-            #     jobData["tasks"] = frappe.db.get_all("Task", fields=["*"], filters={"project": job.name})
-            #     addressData["jobs"].append(jobData)
-                clientData["addresses"].append(address_doc.as_dict())
         else:
-            address_names = frappe.db.get_all("Address", pluck="name", filters={"links": ["like", f'%{{"link_doctype": "Lead", "link_name": client_name}}%']})
-            for address_name in address_names:
-                address_doc = frappe.get_doc("Address", address_name)
-                clientData["addresses"].append(address_doc.as_dict())
+            links = frappe.get_all(
+                "Dynamic Link",
+                filters={
+                    "link_doctype": "Lead",
+                    "link_name": lead_name,
+                    "parenttype": ["in", ["Address", "Contact"]],
+                },
+                fields=[
+                    "parenttype as link_doctype",
+                    "parent as link_name",
+                ]
+            )
+
+        print("DEBUG: Retrieved links from lead:", links)
+        for link in links:
+            print("DEBUG: Processing link:", link)
+            linked_doc = frappe.get_doc(link["link_doctype"], link["link_name"])
+            if link["link_doctype"] == "Contact":
+                clientData["contacts"].append(linked_doc.as_dict())
+            elif link["link_doctype"] == "Address":
+                clientData["addresses"].append(linked_doc.as_dict())
+            # TODO: Continue getting other linked docs like jobs, invoices, etc.
         return build_success_response(clientData)
     except frappe.ValidationError as ve:
         return build_error_response(str(ve), 400)
@@ -348,6 +344,11 @@ def upsert_client(data):
                     "phone": contact_doc.phone,
                     "role": contact_doc.role
                 })
+                new_client_doc.append("links", {
+                    "link_doctype": "Contact",
+                    "link_name": contact_doc.name
+                }
+                )
             new_client_doc.save(ignore_permissions=True)
 
         # Address -> Customer/Lead
@@ -356,6 +357,8 @@ def upsert_client(data):
             "link_doctype": new_client_doc.doctype,
             "link_name": new_client_doc.name
         })
+        if new_client_doc.doctype == "Lead":
+            address_doc.lead_name = new_client_doc.lead_name
         
 
         # Address -> Contact

custom_ui/db_utils.py

@@ -50,7 +50,23 @@ def process_filters(filters):
                         processed_filters = address_filters
 
                         continue  # Skip the rest of the loop for address field
+                    customer_name_fields = ["custom_customer_to_bill", "lead_name"] if field_name == "customer_name" else []
+                    if customer_name_fields:
+                        customer_name_filters = []
+                        for cust_field in customer_name_fields:
+                            if match_mode in ("contains", "contains"):
+                                customer_name_filters.append([cust_field, "like", f"%{filter_obj['value']}%"])
+                            elif match_mode in ("startswith", "starts_with"):
+                                customer_name_filters.append([cust_field, "like", f"{filter_obj['value']}%"])
+                            elif match_mode in ("endswith", "ends_with"):
+                                customer_name_filters.append([cust_field, "like", f"%{filter_obj['value']}"])
+                            elif match_mode in ("equals", "equals"):
+                                customer_name_filters.append([cust_field, "=", filter_obj["value"]])
+                            else:
+                                customer_name_filters.append([cust_field, "like", f"%{filter_obj['value']}%"])
+                        processed_filters = customer_name_filters
 
+                        continue  # Skip the rest of the loop for customer_name field
                     if match_mode in ("contains", "contains"):
                         processed_filters[mapped_field_name] = ["like", f"%{filter_obj['value']}%"]
                     elif match_mode in ("startswith", "starts_with"):
@@ -143,3 +159,30 @@ def build_full_address(doc):
         return f"{first}, {second}"
     return first or second or ""
 
+def map_lead_client(client_data):
+    mappings = {
+        "lead_name": "customer_name",
+        "customer_type": "customer_type",
+        "territory": "territory",
+        "company_name": "company"
+    }
+    for lead_field, client_field in mappings.items():
+        if lead_field in client_data:
+            print(f"DEBUG: Mapping field {lead_field} to {client_field} with value {client_data[lead_field]}")
+            client_data[client_field] = client_data[lead_field]
+    client_data["customer_group"] = ""  # Leads don't have customer groups
+    return client_data
+
+def map_lead_update(client_data):
+    mappings = {
+        "customer_name": "lead_name",
+        "customer_type": "customer_type",
+        "territory": "territory",
+        "company": "company_name"
+    }
+    for client_field, lead_field in mappings.items():
+        if client_field in client_data:
+            print(f"DEBUG: Mapping field {client_field} to {lead_field} with value {client_data[client_field]}")
+            client_data[lead_field] = client_data[client_field]
+    return client_data
+            

custom_ui/install.py

@@ -132,6 +132,12 @@ def add_custom_fields():
                 options="Not Started\nIn Progress\nCompleted",
                 default="Not Started", 
                 insert_after="job_status"
+            ),
+            dict(
+                fieldname="lead_name",
+                label="Lead Name",
+                fieldtype="Data",
+                insert_after="custom_customer_to_bill"
             )
         ],
         "Contact": [
@@ -268,11 +274,12 @@ def update_address_fields():
             ["custom_onsite_meeting_scheduled", "onsite_meeting_scheduled"],
             ["custom_estimate_sent_status", "estimate_sent_status"],
             ["custom_job_status", "job_status"],
-            ["custom_payment_received_status", "payment_received_status"]
+            ["custom_payment_received_status", "payment_received_status",],
+            ["custom_lead_name", "lead_name"]
         ],
         "Contact": [
             ["custom_role", "role"],
-            ["custom_email", "email"]
+            ["custom_email", "email"],
         ],
         "On-Site Meeting": [
             ["custom_notes", "notes"],
@@ -285,6 +292,9 @@ def update_address_fields():
         ],
         "Sales Order": [
             ["custom_requires_half_payment", "requires_half_payment"]
+        ],
+        "Lead": [
+            ["custom_customer_type", "customer_type"]
         ]
     }
 

frontend/src/components/clientSubPages/Overview.vue

@@ -1,163 +1,127 @@
 <template>
 	<div class="overview-container">
-		<!-- Form Mode (new=true or edit mode) -->
-		<template v-if="isNew || editMode">
-			<ClientInformationForm
-				ref="clientInfoRef"
-				v-model:form-data="formData"
-				:is-submitting="isSubmitting"
-				:is-edit-mode="editMode"
-				@new-client-toggle="handleNewClientToggle"
-				@customer-selected="handleCustomerSelected"
-			/>
-
-			<ContactInformationForm
-				ref="contactInfoRef"
-				v-model:form-data="formData"
-				:is-submitting="isSubmitting"
-				:is-edit-mode="editMode"
-				:is-new-client-locked="isNewClientMode"
-				:available-contacts="availableContacts"
-				@new-contact-toggle="handleNewContactToggle"
-			/>
-
-			<AddressInformationForm
-				v-model:form-data="formData"
-				:is-submitting="isSubmitting"
-				:is-edit-mode="editMode"
+		<template v-if="!editMode">
+			<Button
+				@click="toggleEditMode"
+				icon="pi pi-pencil"
+				label="Edit Information"
+				size="small"
+				severity="secondary"
 			/>
 		</template>
+		<div class="status-cards">
+				<template v-if="isNew || editMode">
+				<template v-if="isNew || editMode">
+				<ClientInformationForm
+					ref="clientInfoRef"
+					:form-data="formData"
+				@update:form-data="formData = $event"
+					:is-submitting="isSubmitting"
+					:is-edit-mode="editMode"
+					@new-client-toggle="handleNewClientToggle"
+					@customer-selected="handleCustomerSelected"
+				/>
 
-		<!-- Display Mode (existing client view) -->
-		<template v-else>
-			<!-- Client Basic Info Card -->
-			<div class="info-card">
-				<div class="card-header">
-					<h3>Client Information</h3>
-					<Button
-						@click="toggleEditMode"
-						icon="pi pi-pencil"
-						label="Edit"
-						size="small"
-						severity="secondary"
-					/>
-				</div>
-				<div class="info-grid">
-					<div class="info-item">
-						<label>Customer Name:</label>
-						<span>{{ clientData?.customerName || "N/A" }}</span>
-					</div>
-					<div class="info-item">
-						<label>Customer Type:</label>
-						<span>{{ clientData?.customerType || "N/A" }}</span>
-					</div>
-					<div class="info-item">
-						<label>Customer Group:</label>
-						<span>{{ clientData?.customerGroup || "N/A" }}</span>
-					</div>
-					<div class="info-item">
-						<label>Territory:</label>
-						<span>{{ clientData?.territory || "N/A" }}</span>
-					</div>
-				</div>
-			</div>
+				<ContactInformationForm
+					ref="contactInfoRef"
+					:form-data="formData"
+				@update:form-data="formData = $event"
+					:is-submitting="isSubmitting"
+					:is-edit-mode="editMode"
+					:is-new-client-locked="isNewClientMode"
+					:available-contacts="availableContacts"
+					@new-contact-toggle="handleNewContactToggle"
+				/>
 
-			<!-- Address Info Card -->
-			<div class="info-card" v-if="selectedAddressData">
-				<h3>Address Information</h3>
-				<div class="info-grid">
-					<div class="info-item full-width">
-						<label>Address Title:</label>
-						<span>{{ selectedAddressData.addressTitle || "N/A" }}</span>
-					</div>
-					<div class="info-item full-width">
-						<label>Full Address:</label>
-						<span>{{ fullAddress }}</span>
-					</div>
-					<div class="info-item">
-						<label>City:</label>
-						<span>{{ selectedAddressData.city || "N/A" }}</span>
-					</div>
-					<div class="info-item">
-						<label>State:</label>
-						<span>{{ selectedAddressData.state || "N/A" }}</span>
-					</div>
-					<div class="info-item">
-						<label>Zip Code:</label>
-						<span>{{ selectedAddressData.pincode || "N/A" }}</span>
-					</div>
-				</div>
-			</div>
+				<AddressInformationForm
+					:form-data="formData"
+				@update:form-data="formData = $event"
+					:is-submitting="isSubmitting"
+					:is-edit-mode="editMode"
+				/>
+			</template>
 
-			<!-- Contact Info Card -->
-			<div class="info-card" v-if="selectedAddressData">
-				<h3>Contact Information</h3>
-				<template v-if="contactsForAddress.length > 0">
-					<div v-if="contactsForAddress.length > 1" class="contact-selector">
-						<Dropdown
-							v-model="selectedContactIndex"
-							:options="contactOptions"
-							option-label="label"
-							option-value="value"
-							placeholder="Select Contact"
-							class="w-full"
-						/>
-					</div>
+			<!-- Display Mode (existing client view) -->
+			<template v-else>
+				<!-- Address Info Card -->
+				<div class="info-card" v-if="selectedAddressData">
+					<h3>General Information</h3>
 					<div class="info-grid">
-						<div class="info-item">
-							<label>Contact Name:</label>
-							<span>{{ contactFullName }}</span>
+						<div class="info-item full-width">
+							<label>Address Title:</label>
+							<span>{{ selectedAddressData.addressTitle || "N/A" }}</span>
 						</div>
-						<div class="info-item">
-							<label>Phone:</label>
-							<span>{{ primaryContactPhone }}</span>
+						<div class="info-item full-width">
+							<label>Full Address:</label>
+							<span>{{ fullAddress }}</span>
 						</div>
-						<div class="info-item">
-							<label>Email:</label>
-							<span>{{ primaryContactEmail }}</span>
+						<div class="info-item full-width">
+							<label>City:</label>
+							<span>{{ selectedAddressData.city || "N/A" }}</span>
+						</div>
+						<div class="info-item full-width">
+							<label>State:</label>
+							<span>{{ selectedAddressData.state || "N/A" }}</span>
+						</div>
+						<div class="info-item full-width">
+							<label>Zip Code:</label>
+							<span>{{ selectedAddressData.pincode || "N/A" }}</span>
 						</div>
 					</div>
-				</template>
-				<template v-else>
-					<p>No contacts available for this address.</p>
-				</template>
-			</div>
-		</template>
+				</div>
 
-		<!-- Status Cards (only for existing clients) -->
-		<div class="status-cards" v-if="!isNew && !editMode && selectedAddressData">
-			<div class="status-card">
-				<h4>On-Site Meeting</h4>
-				<Button
-					:label="selectedAddressData.customOnsiteMeetingScheduled || 'Not Started'"
-					:severity="getStatusSeverity(selectedAddressData.customOnsiteMeetingScheduled)"
-					@click="handleStatusClick('onsite')"
-				/>
-			</div>
-			<div class="status-card">
-				<h4>Estimate Sent</h4>
-				<Button
-					:label="selectedAddressData.customEstimateSentStatus || 'Not Started'"
-					:severity="getStatusSeverity(selectedAddressData.customEstimateSentStatus)"
-					@click="handleStatusClick('estimate')"
-				/>
-			</div>
-			<div class="status-card">
-				<h4>Job Status</h4>
-				<Button
-					:label="selectedAddressData.customJobStatus || 'Not Started'"
-					:severity="getStatusSeverity(selectedAddressData.customJobStatus)"
-					@click="handleStatusClick('job')"
-				/>
-			</div>
-			<div class="status-card">
-				<h4>Payment Received</h4>
-				<Button
-					:label="selectedAddressData.customPaymentReceivedStatus || 'Not Started'"
-					:severity="getStatusSeverity(selectedAddressData.customPaymentReceivedStatus)"
-					@click="handleStatusClick('payment')"
-				/>
-			</div>
+				<!-- Client Basic Info Card -->
+				<div class="info-card">
+					<h3>Contact Information</h3>
+					<template v-if="contactsForAddress.length > 0">
+						<div class="info-grid">
+							<div class="info-item">
+								<label>Customer Name:</label>
+								<span>{{ clientData?.customerName || "N/A" }}</span>
+							</div>
+							<div class="info-item">
+								<label>Customer Type:</label>
+								<span>{{ clientData?.customerType || "N/A" }}</span>
+							</div>
+							<div v-if="contactsForAddress.length > 1" class="contact-selector">
+								<Dropdown
+									v-model="selectedContactIndex"
+									:options="contactOptions"
+									option-label="label"
+									option-value="value"
+									placeholder="Select Contact"
+									class="w-full"
+								/>
+							</div>
+							<div class="info-grid">
+								<div class="info-item">
+									<label>Contact Name:</label>
+									<span>{{ contactFullName }}</span>
+								</div>
+								<div class="info-item">
+									<label>Phone:</label>
+									<span>{{ primaryContactPhone }}</span>
+								</div>
+								<div class="info-item">
+									<label>Email:</label>
+									<span>{{ primaryContactEmail }}</span>
+								</div>
+							</div>
+							<div class="info-item">
+								<label>Customer Group:</label>
+								<span>{{ clientData?.customerGroup || "N/A" }}</span>
+							</div>
+							<div class="info-item">
+								<label>Territory:</label>
+								<span>{{ clientData?.territory || "N/A" }}</span>
+							</div>
+						</div>
+					</template>
+					<template v-else>
+						<p>No contacts available for this address.</p>
+					</template>
+				</div>
+			</template>
 		</div>
 
 		<!-- Form Actions -->
@@ -684,7 +648,7 @@ const handleCancel = () => {
 
 .info-item {
 	display: flex;
-	flex-direction: column;
+	flex-direction: row;
 	gap: 0.5rem;
 }