create tempalte functionality

custom_ui/api/db/estimates.py

@@ -260,8 +260,119 @@ def update_response(name, response):
         html = frappe.render_template(template, {"error": str(e)})
         return Response(html, mimetype="text/html")
 
+@frappe.whitelist()
+def get_estimate_templates(company):
+    """Get available estimate templates."""
+    filters = {"is_active": 1}
+    if company:
+        filters["company"] = company
+    try:
+        print("DEBUG: Fetching estimate templates for company:", company)
+        templates = frappe.get_all("Quotation Template", fields=["*"], filters=filters)
+        
+        result = []
+        if not templates:
+            print("DEBUG: No templates found.")
+            return build_success_response(result)
+        print(f"DEBUG: Found {len(templates)} templates.")
+        for template in templates:
+            print("DEBUG: Processing template:", template)
+            items = frappe.get_all("Quotation Template Item", 
+                                 fields=["item_code", "item_name", "description", "quantity", "discount_percentage", "rate"],
+                                 filters={"parent": template.name},
+                                 order_by="idx")
+            
+            # Map fields to camelCase as requested
+            mapped_items = []
+            for item in items:
+                mapped_items.append({
+                    "itemCode": item.item_code,
+                    "itemName": item.item_name,
+                    "description": item.description,
+                    "quantity": item.qty,
+                    "discountPercentage": item.discount_percentage,
+                    "rate": item.rate
+                })
+                
+            result.append({
+                "name": template.name,
+                "templateName": template.template_name,
+                "active": template.is_active,
+                "description": template.description,
+                "items": mapped_items
+            })
+            
+        return build_success_response(result)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist()
+def create_estimate_template(data):
+    """Create a new estimate template."""
+    try:
+        print("DEBUG: Creating estimate template with data:", data)
+        data = json.loads(data) if isinstance(data, str) else data
+        
+        doc_data = {
+            "doctype": "Quotation Template",
+            "is_active": 1,
+            "description": data.get("description"),
+            "company": data.get("company"),
+            "items": [],
+            "template_name": data.get("template_name"),
+            "source_quotation": data.get("source_quotation", "")
+        }
         
 
+        new_template = frappe.get_doc(doc_data)
+        
+        for item in data.get("items", []):
+            new_template.append("items", {
+                "item_code": item.get("item_code"),
+                "item_name": item.get("item_name"),
+                "description": item.get("description"),
+                "qty": item.get("qty") or item.get("quantity"),
+                "rate": item.get("standard_rate") or item.get("rate"),
+                "discount_percentage": item.get("discount_percentage")
+            })
+            
+        new_template.insert()
+        return build_success_response(new_template.name)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+    
+# @frappe.whitelist()
+# def create_template(data):
+#     """Create a new estimate template."""
+#     try:
+#         data = json.loads(data) if isinstance(data, str) else data
+#         print("DEBUG: Creating estimate template with data:", data)
+        
+#         new_template = frappe.get_doc({
+#             "doctype": "Quotation Template",
+#             "template_name": data.get("templateName"),
+#             "is_active": data.get("active", 1),
+#             "description": data.get("description", ""),
+#             "company": data.get("company", ""),
+#             "source_quotation": data.get("source_quotation", "")
+#         })
+        
+#         for item in data.get("items", []):
+#             item = json.loads(item) if isinstance(item, str) else item
+#             new_template.append("items", {
+#                 "item_code": item.get("itemCode"),
+#                 "item_name": item.get("itemName"),
+#                 "description": item.get("description"),
+#                 "qty": item.get("quantity"),
+#                 "discount_percentage": item.get("discountPercentage"),
+#                 "rate": item.get("rate")
+#             })
+        
+#         new_template.insert()
+#         print("DEBUG: New estimate template created with name:", new_template.name)
+#         return build_success_response(new_template.as_dict())
+#     except Exception as e:
+#         return build_error_response(str(e), 500)
 
 @frappe.whitelist()
 def upsert_estimate(data):

custom_ui/fixtures/doctype.json

@@ -413,6 +413,70 @@
     "trigger": null,
     "unique": 0,
     "width": null
+   },
+   {
+    "allow_bulk_edit": 0,
+    "allow_in_quick_entry": 0,
+    "allow_on_submit": 0,
+    "bold": 0,
+    "collapsible": 0,
+    "collapsible_depends_on": null,
+    "columns": 0,
+    "default": null,
+    "depends_on": null,
+    "description": null,
+    "documentation_url": null,
+    "fetch_from": null,
+    "fetch_if_empty": 0,
+    "fieldname": "company",
+    "fieldtype": "Link",
+    "hidden": 0,
+    "hide_border": 0,
+    "hide_days": 0,
+    "hide_seconds": 0,
+    "ignore_user_permissions": 0,
+    "ignore_xss_filter": 0,
+    "in_filter": 0,
+    "in_global_search": 0,
+    "in_list_view": 0,
+    "in_preview": 0,
+    "in_standard_filter": 0,
+    "is_virtual": 0,
+    "label": "Company",
+    "length": 0,
+    "link_filters": null,
+    "make_attachment_public": 0,
+    "mandatory_depends_on": null,
+    "max_height": null,
+    "no_copy": 0,
+    "non_negative": 0,
+    "oldfieldname": null,
+    "oldfieldtype": null,
+    "options": "Company",
+    "parent": "Quotation Template",
+    "parentfield": "fields",
+    "parenttype": "DocType",
+    "permlevel": 0,
+    "placeholder": null,
+    "precision": "",
+    "print_hide": 0,
+    "print_hide_if_no_value": 0,
+    "print_width": null,
+    "read_only": 0,
+    "read_only_depends_on": null,
+    "remember_last_selected_value": 0,
+    "report_hide": 0,
+    "reqd": 0,
+    "search_index": 0,
+    "set_only_once": 0,
+    "show_dashboard": 0,
+    "show_on_timeline": 0,
+    "show_preview_popup": 0,
+    "sort_options": 0,
+    "translatable": 0,
+    "trigger": null,
+    "unique": 0,
+    "width": null
    }
   ],
   "force_re_route_to_default_view": 0,
@@ -435,7 +499,7 @@
   "max_attachments": 0,
   "menu_index": null,
   "migration_hash": null,
-  "modified": "2025-12-23 02:03:44.840865",
+  "modified": "2026-01-02 11:26:31.164108",
   "module": "Selling",
   "name": "Quotation Template",
   "naming_rule": "",

frontend/src/api.js

@@ -12,6 +12,8 @@ const FRAPPE_GET_ESTIMATE_BY_ADDRESS_METHOD = "custom_ui.api.db.estimates.get_es
 const FRAPPE_SEND_ESTIMATE_EMAIL_METHOD = "custom_ui.api.db.estimates.send_estimate_email";
 const FRAPPE_LOCK_ESTIMATE_METHOD = "custom_ui.api.db.estimates.lock_estimate";
 const FRAPPE_ESTIMATE_UPDATE_RESPONSE_METHOD = "custom_ui.api.db.estimates.manual_response";
+const FRAPPE_GET_ESTIMATE_TEMPLATES_METHOD = "custom_ui.api.db.estimates.get_estimate_templates";
+const FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD = "custom_ui.api.db.estimates.create_estimate_template";
 // Job methods
 const FRAPPE_GET_JOB_METHOD = "custom_ui.api.db.jobs.get_job";
 const FRAPPE_GET_JOBS_METHOD = "custom_ui.api.db.jobs.get_jobs_table_data";
@@ -222,6 +224,14 @@ class Api {
 		return await this.request(FRAPPE_ESTIMATE_UPDATE_RESPONSE_METHOD, {name: estimateName, response});
 	}
 
+	static async getEstimateTemplates(company) {
+		return await this.request(FRAPPE_GET_ESTIMATE_TEMPLATES_METHOD, { company });
+	}
+
+	static async createEstimateTemplate(data) {
+		return await this.request(FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD, { data });
+	}
+
 	// ============================================================================
 	// JOB / PROJECT METHODS
 	// ============================================================================

frontend/src/components/clientSubPages/History.vue

@@ -1,4 +1,5 @@
 <template>
+	<div>
 		<h3>History</h3>
 		<Tabs value="0" class="tabs">
 			<TabList>
@@ -19,6 +20,7 @@
 				</TabPanel>
 			</TabPanels>
 		</Tabs>
+	</div>
 </template>
 
 <script setup>

frontend/src/components/modals/SaveTemplateModal.vue

@@ -0,0 +1,82 @@
+<template>
+	<Modal
+		:visible="visible"
+		@update:visible="$emit('update:visible', $event)"
+		@close="$emit('update:visible', false)"
+		:options="{ showActions: false }"
+	>
+		<template #title>Save As Template</template>
+		<div class="modal-content">
+			<div class="field-group">
+				<label for="templateName" class="field-label">Template Name</label>
+				<InputText id="templateName" v-model="templateData.templateName" fluid />
+			</div>
+			<div class="field-group">
+				<label for="templateDescription" class="field-label">Description</label>
+				<InputText id="templateDescription" v-model="templateData.description" fluid />
+			</div>
+			<div class="confirmation-buttons">
+				<Button label="Cancel" @click="$emit('update:visible', false)" severity="secondary" />
+				<Button label="Submit" @click="submit" :disabled="!templateData.templateName" />
+			</div>
+		</div>
+	</Modal>
+</template>
+
+<script setup>
+import { reactive, watch } from "vue";
+import Modal from "../common/Modal.vue";
+import InputText from "primevue/inputtext";
+import Button from "primevue/button";
+
+const props = defineProps({
+	visible: {
+		type: Boolean,
+		required: true,
+	},
+});
+
+const emit = defineEmits(["update:visible", "save"]);
+
+const templateData = reactive({
+	templateName: "",
+	description: "",
+});
+
+watch(
+	() => props.visible,
+	(newVal) => {
+		if (newVal) {
+			templateData.templateName = "";
+			templateData.description = "";
+		}
+	},
+);
+
+const submit = () => {
+	emit("save", { ...templateData });
+};
+</script>
+
+<style scoped>
+.field-label {
+	display: block;
+	margin-bottom: 0.5rem;
+	font-weight: 500;
+}
+
+.field-group {
+	margin-bottom: 1rem;
+}
+
+.confirmation-buttons {
+	display: flex;
+	gap: 1rem;
+	justify-content: flex-end;
+	margin-top: 1rem;
+}
+
+.modal-content {
+	padding: 1rem;
+}
+</style>

frontend/src/components/pages/Estimate.vue

@@ -59,6 +59,32 @@
 			</div>
 		</div>
 
+		<!-- Template Section -->
+		<div class="template-section">
+			<div v-if="isNew">
+				<label for="template" class="field-label">Template</label>
+				<Select
+					v-model="selectedTemplate"
+					:options="templates"
+					optionLabel="templateName"
+					optionValue="name"
+					placeholder="Select a template"
+					fluid
+					@change="onTemplateChange"
+				>
+					<template #option="slotProps">
+						<div class="template-option">
+							<div class="template-name">{{ slotProps.option.templateName }}</div>
+							<div class="template-desc">{{ slotProps.option.description }}</div>
+						</div>
+					</template>
+				</Select>
+			</div>
+			<div v-else>
+				<Button label="Save As Template" icon="pi pi-save" @click="openSaveTemplateModal" />
+			</div>
+		</div>
+
 		<!-- Items Section -->
 		<div class="items-section">
 			<h3>Items</h3>
@@ -177,6 +203,13 @@
 			<Button label="Submit" @click="submitResponse"/>
 		</Modal>
 
+		<!-- Save Template Modal -->
+		<SaveTemplateModal
+			:visible="showSaveTemplateModal"
+			@update:visible="showSaveTemplateModal = $event"
+			@save="confirmSaveTemplate"
+		/>
+
 		<!-- Address Search Modal -->
 		<Modal
 			:visible="showAddressModal"
@@ -290,6 +323,7 @@
 import { ref, reactive, computed, onMounted, watch } from "vue";
 import { useRoute, useRouter } from "vue-router";
 import Modal from "../common/Modal.vue";
+import SaveTemplateModal from "../modals/SaveTemplateModal.vue";
 import DataTable from "../common/DataTable.vue";
 import DocHistory from "../common/DocHistory.vue";
 import InputText from "primevue/inputtext";
@@ -334,11 +368,14 @@ const contactOptions = ref([]);
 const quotationItems = ref([]);
 const selectedItems = ref([]);
 const responses = ref(["Accepted", "Rejected"]);
+const templates = ref([]);
+const selectedTemplate = ref(null);
 
 const showAddressModal = ref(false);
 const showAddItemModal = ref(false);
 const showConfirmationModal = ref(false);
 const showResponseModal = ref(false);
+const showSaveTemplateModal = ref(false);
 const addressSearchResults = ref([]);
 const itemSearchTerm = ref("");
 
@@ -359,6 +396,67 @@ const itemColumns = [
 ];
 
 // Methods
+const fetchTemplates = async () => {
+	if (!isNew.value) return;
+	try {
+		const result = await Api.getEstimateTemplates(company.currentCompany);
+		templates.value = result;
+	} catch (error) {
+		console.error("Error fetching templates:", error);
+		notificationStore.addNotification("Failed to fetch templates", "error");
+	}
+};
+
+const onTemplateChange = () => {
+	const template = templates.value.find(t => t.name === selectedTemplate.value);
+	if (template && template.items) {
+		selectedItems.value = template.items.map(item => ({
+			itemCode: item.itemCode,
+			itemName: item.itemName,
+			qty: item.quantity,
+			standardRate: item.rate,
+			discountAmount: null,
+			discountPercentage: item.discountPercentage,
+			discountType: item.discountPercentage > 0 ? 'percentage' : 'currency'
+		}));
+		// Calculate discount amounts
+		selectedItems.value.forEach(item => {
+			if (item.discountType === 'percentage') {
+				updateDiscountFromPercentage(item);
+			}
+		});
+	}
+};
+
+const openSaveTemplateModal = () => {
+	showSaveTemplateModal.value = true;
+};
+
+const confirmSaveTemplate = async (templateData) => {
+	try {
+		const data = {
+			templateName: templateData.templateName,
+			description: templateData.description,
+			company: company.currentCompany,
+			sourceQuotation: estimate.value.name,
+			items: selectedItems.value.map(item => ({
+				itemCode: item.itemCode,
+				itemName: item.itemName,
+				description: item.description,
+				qty: item.qty,
+				standardRate: item.standardRate,
+				discountPercentage: item.discountPercentage
+			}))
+		};
+		await Api.createEstimateTemplate(data);
+		notificationStore.addSuccess("Template saved successfully", "success");
+		showSaveTemplateModal.value = false;
+	} catch (error) {
+		console.error("Error saving template:", error);
+		notificationStore.addNotification("Failed to save template", "error");
+	}
+};
+
 const searchAddresses = async () => {
 	const searchTerm = formData.address.trim();
 	if (!searchTerm) return;
@@ -574,6 +672,10 @@ watch(
 	},
 );
 
+watch(() => company.currentCompany, () => {
+	fetchTemplates();
+});
+
 // Watch for query param changes to refresh page behavior
 watch(
 	() => route.query,
@@ -672,6 +774,10 @@ onMounted(async () => {
 		console.error("Error loading quotation items:", error);
 	}
 
+	if (isNew.value) {
+		fetchTemplates();
+	}
+
 	if (addressQuery.value && isNew.value) {
 		// Creating new estimate - pre-fill address
 		await selectAddress(addressQuery.value);
@@ -747,7 +853,8 @@ onMounted(async () => {
 }
 
 .address-section,
-.contact-section {
+.contact-section,
+.template-section {
 	margin-bottom: 1.5rem;
 }
 
@@ -1014,5 +1121,23 @@ onMounted(async () => {
 	font-size: 0.9em;
 	color: #333;
 }
+
+.template-option {
+	display: flex;
+	flex-direction: column;
+}
+
+.template-name {
+	font-weight: bold;
+}
+
+.template-desc {
+	font-size: 0.85rem;
+	color: #666;
+}
+
+.field-group {
+	margin-bottom: 1rem;
+}
 </style>
 <parameter name="filePath"></parameter>