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2 commits
8ebd77540c ... e2746b83bb

Author SHA1 Message Date
Casey
e2746b83bb update 2026-02-15 08:00:18 -06:00
Casey
8c818f8dde update 2026-02-15 07:06:51 -06:00
17 changed files with 14908 additions and 402 deletions
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10901
custom_ui/fixtures/account.json Normal file
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154
custom_ui/fixtures/bid_meeting_note_form.json Normal file
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[
{
"company": "Sprinklers Northwest",
"docstatus": 0,
"doctype": "Bid Meeting Note Form",
"fields": [
{
"column": 1,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a locate is needed for this project.",
"include_options": 0,
"label": "Locate Needed",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 2,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a permit is needed for this project.",
"include_options": 0,
"label": "Permit Needed",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 3,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": "Indicate if a backflow test is required after installation.",
"include_options": 0,
"label": "Back Flow Test Required",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 1,
"type": "Check"
},
{
"column": 1,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": null,
"include_options": 0,
"label": "Machine Access",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 2,
"type": "Check"
},
{
"column": 2,
"conditional_on_field": "Machine Access",
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
"help_text": null,
"include_options": 1,
"label": "Machines",
"options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer",
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 2,
"type": "Multi-Select"
},
{
"column": 0,
"conditional_on_field": null,
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": null,
"doctype_label_field": null,
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"include_options": 0,
"label": "Materials Required",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 3,
"type": "Check"
},
{
"column": 0,
"conditional_on_field": "Materials Required",
"conditional_on_value": null,
"default_value": null,
"doctype_for_select": "Item",
"doctype_label_field": "itemName",
"help_text": null,
"include_options": 0,
"label": "Materials",
"options": null,
"order": 0,
"parent": "SNW Install Bid Meeting Notes",
"parentfield": "fields",
"parenttype": "Bid Meeting Note Form",
"read_only": 0,
"required": 0,
"row": 4,
"type": "Multi-Select w/ Quantity"
}
],
"modified": "2026-02-15 02:33:43.948485",
"name": "SNW Install Bid Meeting Notes",
"notes": null,
"project_template": "",
"title": "SNW Install Bid Meeting Notes"
}
]

530
custom_ui/fixtures/company.json Normal file
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[
{
"abbr": "VS",
"accumulated_depreciation_account": "Accumulated Depreciation - VS",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - VS",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 0,
"capital_work_in_progress_account": "CWIP Account - VS",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Veritas Stone",
"cost_center": "Main - VS",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": null,
"default_advance_paid_account": null,
"default_advance_received_account": null,
"default_bank_account": null,
"default_buying_terms": null,
"default_cash_account": "Cash - VS",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": null,
"default_expense_account": "Cost of Goods Sold - VS",
"default_expense_claim_payable_account": "Creditors - VS",
"default_finance_book": null,
"default_holiday_list": null,
"default_in_transit_warehouse": null,
"default_income_account": "Sales - VS",
"default_inventory_account": "Stock In Hand - VS",
"default_letter_head": null,
"default_operating_cost_account": null,
"default_payable_account": "Creditors - VS",
"default_payroll_payable_account": null,
"default_provisional_account": null,
"default_receivable_account": "Debtors - VS",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - VS",
"depreciation_expense_account": "Depreciation - VS",
"disposal_account": "Gain/Loss on Asset Disposal - VS",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": null,
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - VS",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - VS",
"expenses_included_in_valuation": "Expenses Included In Valuation - VS",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.933618",
"monthly_sales_target": 0.0,
"name": "Veritas Stone",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": null,
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - VS",
"round_off_cost_center": "Main - VS",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - VS",
"stock_received_but_not_billed": "Stock Received But Not Billed - VS",
"submit_err_jv": 0,
"tax_id": null,
"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": null,
"write_off_account": "Write Off - VS"
},
{
"abbr": "DL",
"accumulated_depreciation_account": "Accumulated Depreciation - DL",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - DL",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 0,
"capital_work_in_progress_account": "CWIP Account - DL",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Daniels Landscape Supplies",
"cost_center": "Main - DL",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": null,
"default_advance_paid_account": null,
"default_advance_received_account": null,
"default_bank_account": null,
"default_buying_terms": null,
"default_cash_account": "Cash - DL",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": null,
"default_expense_account": "Cost of Goods Sold - DL",
"default_expense_claim_payable_account": "Creditors - DL",
"default_finance_book": null,
"default_holiday_list": null,
"default_in_transit_warehouse": null,
"default_income_account": "Sales - DL",
"default_inventory_account": "Stock In Hand - DL",
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"default_operating_cost_account": null,
"default_payable_account": "Creditors - DL",
"default_payroll_payable_account": null,
"default_provisional_account": null,
"default_receivable_account": "Debtors - DL",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - DL",
"depreciation_expense_account": "Depreciation - DL",
"disposal_account": "Gain/Loss on Asset Disposal - DL",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": null,
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - DL",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - DL",
"expenses_included_in_valuation": "Expenses Included In Valuation - DL",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.935944",
"monthly_sales_target": 0.0,
"name": "Daniels Landscape Supplies",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": null,
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - DL",
"round_off_cost_center": "Main - DL",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - DL",
"stock_received_but_not_billed": "Stock Received But Not Billed - DL",
"submit_err_jv": 0,
"tax_id": null,
"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": null,
"write_off_account": "Write Off - DL"
},
{
"abbr": "SD",
"accumulated_depreciation_account": "Accumulated Depreciation - SD",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - SD",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 0,
"capital_work_in_progress_account": "CWIP Account - SD",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "sprinklersnorthwest (Demo)",
"cost_center": "Main - SD",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": null,
"default_advance_paid_account": null,
"default_advance_received_account": null,
"default_bank_account": "Bank Account - SD",
"default_buying_terms": null,
"default_cash_account": "Cash - SD",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": null,
"default_expense_account": "Cost of Goods Sold - SD",
"default_expense_claim_payable_account": "Creditors - SD",
"default_finance_book": null,
"default_holiday_list": null,
"default_in_transit_warehouse": null,
"default_income_account": "Sales - SD",
"default_inventory_account": "Stock In Hand - SD",
"default_letter_head": null,
"default_operating_cost_account": null,
"default_payable_account": "Creditors - SD",
"default_payroll_payable_account": null,
"default_provisional_account": null,
"default_receivable_account": "Debtors - SD",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - SD",
"depreciation_expense_account": "Depreciation - SD",
"disposal_account": "Gain/Loss on Asset Disposal - SD",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": null,
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - SD",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - SD",
"expenses_included_in_valuation": "Expenses Included In Valuation - SD",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.938072",
"monthly_sales_target": 0.0,
"name": "sprinklersnorthwest (Demo)",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": null,
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - SD",
"round_off_cost_center": "Main - SD",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - SD",
"stock_received_but_not_billed": "Stock Received But Not Billed - SD",
"submit_err_jv": 0,
"tax_id": null,
"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": null,
"write_off_account": "Write Off - SD"
},
{
"abbr": "NYC",
"accumulated_depreciation_account": "Accumulated Depreciation - NYC",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - NYC",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 1,
"capital_work_in_progress_account": "CWIP Account - NYC",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Nuco Yard Care",
"cost_center": "Main - NYC",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": null,
"default_advance_paid_account": null,
"default_advance_received_account": null,
"default_bank_account": null,
"default_buying_terms": null,
"default_cash_account": "Cash - NYC",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": null,
"default_expense_account": "Cost of Goods Sold - NYC",
"default_expense_claim_payable_account": "Creditors - NYC",
"default_finance_book": null,
"default_holiday_list": "Standard Holiday List",
"default_in_transit_warehouse": null,
"default_income_account": "Sales - NYC",
"default_inventory_account": "Stock In Hand - NYC",
"default_letter_head": null,
"default_operating_cost_account": null,
"default_payable_account": "Creditors - NYC",
"default_payroll_payable_account": null,
"default_provisional_account": null,
"default_receivable_account": "Debtors - NYC",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - NYC",
"depreciation_expense_account": "Depreciation - NYC",
"disposal_account": "Gain/Loss on Asset Disposal - NYC",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": "operations@nucoyardcare.com",
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - NYC",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - NYC",
"expenses_included_in_valuation": "Expenses Included In Valuation - NYC",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.942129",
"monthly_sales_target": 0.0,
"name": "Nuco Yard Care",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": "208-518-6032",
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - NYC",
"round_off_cost_center": "Main - NYC",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - NYC",
"stock_received_but_not_billed": "Stock Received But Not Billed - NYC",
"submit_err_jv": 0,
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"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": "www.nucoyardcare.com",
"write_off_account": "Write Off - NYC"
},
{
"abbr": "LF",
"accumulated_depreciation_account": "Accumulated Depreciation - LF",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - LF",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 0,
"capital_work_in_progress_account": "CWIP Account - LF",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Lowe Fencing",
"cost_center": "Main - LF",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": null,
"default_advance_paid_account": null,
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"default_cash_account": "Cash - LF",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": null,
"default_expense_account": "Cost of Goods Sold - LF",
"default_expense_claim_payable_account": "Creditors - LF",
"default_finance_book": null,
"default_holiday_list": "Standard Holiday List",
"default_in_transit_warehouse": null,
"default_income_account": "Fencing Sales - LF",
"default_inventory_account": "Stock In Hand - LF",
"default_letter_head": "Lowe Fencing",
"default_operating_cost_account": null,
"default_payable_account": "Creditors - LF",
"default_payroll_payable_account": null,
"default_provisional_account": null,
"default_receivable_account": "Debtors - LF",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - LF",
"depreciation_expense_account": "Depreciation - LF",
"disposal_account": "Gain/Loss on Asset Disposal - LF",
"docstatus": 0,
"doctype": "Company",
"domain": null,
"email": "office@lowefencing.com",
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - LF",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - LF",
"expenses_included_in_valuation": "Expenses Included In Valuation - LF",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.940118",
"monthly_sales_target": 0.0,
"name": "Lowe Fencing",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": "2084848165",
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - LF",
"round_off_cost_center": "Main - LF",
"round_off_for_opening": null,
"sales_monthly_history": "{}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - LF",
"stock_received_but_not_billed": "Stock Received But Not Billed - LF",
"submit_err_jv": 0,
"tax_id": "81-1640506",
"total_monthly_sales": 0.0,
"transactions_annual_history": "{}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": null,
"write_off_account": "Write Off - LF"
},
{
"abbr": "S",
"accumulated_depreciation_account": "Accumulated Depreciation - S",
"allow_account_creation_against_child_company": 0,
"asset_received_but_not_billed": "Asset Received But Not Billed - S",
"auto_err_frequency": "Daily",
"auto_exchange_rate_revaluation": 0,
"book_advance_payments_in_separate_party_account": 1,
"capital_work_in_progress_account": "CWIP Account - S",
"chart_of_accounts": "Standard",
"company_description": null,
"company_logo": null,
"company_name": "Sprinklers Northwest",
"cost_center": "Main - S",
"country": "United States",
"create_chart_of_accounts_based_on": "Standard Template",
"credit_limit": 0.0,
"date_of_commencement": null,
"date_of_establishment": null,
"date_of_incorporation": "2009-04-06",
"default_advance_paid_account": null,
"default_advance_received_account": "Customer Deposits - S",
"default_bank_account": "Undeposited Funds - S",
"default_buying_terms": null,
"default_cash_account": "Undeposited Funds - S",
"default_currency": "USD",
"default_deferred_expense_account": null,
"default_deferred_revenue_account": null,
"default_discount_account": null,
"default_employee_advance_account": "Employee Advances - S",
"default_expense_account": "Cost of Goods Sold - S",
"default_expense_claim_payable_account": "Creditors - S",
"default_finance_book": null,
"default_holiday_list": "Standard Holiday List",
"default_in_transit_warehouse": null,
"default_income_account": "Sales - S",
"default_inventory_account": "Stock In Hand - S",
"default_letter_head": "Sprinklers Northwest",
"default_operating_cost_account": null,
"default_payable_account": "Creditors - S",
"default_payroll_payable_account": "Payroll Payable - S",
"default_provisional_account": null,
"default_receivable_account": "Debtors - S",
"default_sales_contact": null,
"default_selling_terms": null,
"default_warehouse_for_sales_return": null,
"depreciation_cost_center": "Main - S",
"depreciation_expense_account": "Depreciation - S",
"disposal_account": "Gain/Loss on Asset Disposal - S",
"docstatus": 0,
"doctype": "Company",
"domain": "",
"email": "info@sprinklersnorthwest.com",
"enable_perpetual_inventory": 1,
"enable_provisional_accounting_for_non_stock_items": 0,
"exception_budget_approver_role": null,
"exchange_gain_loss_account": "Exchange Gain/Loss - S",
"existing_company": null,
"expenses_included_in_asset_valuation": "Expenses Included In Asset Valuation - S",
"expenses_included_in_valuation": "Expenses Included In Valuation - S",
"fax": null,
"is_group": 0,
"modified": "2026-02-15 00:56:31.946270",
"monthly_sales_target": 0.0,
"name": "Sprinklers Northwest",
"old_parent": "",
"parent_company": null,
"payment_terms": null,
"phone_no": "208-818-8838",
"reconcile_on_advance_payment_date": 0,
"reconciliation_takes_effect_on": "Oldest Of Invoice Or Advance",
"registration_details": null,
"round_off_account": "Round Off - S",
"round_off_cost_center": "Main - S",
"round_off_for_opening": null,
"sales_monthly_history": "{\"02-2025\": 0.0, \"02-2026\": 0.0, \"05-2025\": 0.0, \"07-2025\": 0.0}",
"series_for_depreciation_entry": null,
"stock_adjustment_account": "Stock Adjustment - S",
"stock_received_but_not_billed": "Stock Received But Not Billed - S",
"submit_err_jv": 0,
"tax_id": "26-4603792",
"total_monthly_sales": 23400.0,
"transactions_annual_history": "{\"1740463200.0\": 1, \"1740549600.0\": 1, \"1741154400.0\": 1, \"1744866000.0\": 1, \"1744952400.0\": 1, \"1745557200.0\": 3, \"1746162000.0\": 1, \"1746594000.0\": 1, \"1746680400.0\": 2, \"1746853200.0\": 1, \"1747285200.0\": 1, \"1748581200.0\": 1, \"1750136400.0\": 2, \"1753333200.0\": 1, \"1755234000.0\": 2, \"1755493200.0\": 1, \"1755752400.0\": 1, \"1756270800.0\": 1, \"1756357200.0\": 1, \"1759986000.0\": 1, \"1764568800.0\": 2, \"1764655200.0\": 5, \"1765260000.0\": 7, \"1765778400.0\": 1, \"1766124000.0\": 1, \"1766210400.0\": 1, \"1766469600.0\": 13, \"1766728800.0\": 6, \"1767938400.0\": 1, \"1768456800.0\": 20, \"1768543200.0\": 1, \"1768975200.0\": 1, \"1769148000.0\": 1, \"1769407200.0\": 1, \"1769493600.0\": 1, \"1770184800.0\": 1, \"1770357600.0\": 1, \"1770444000.0\": 1, \"1770530400.0\": 1, \"1770616800.0\": 1, \"1770789600.0\": 1, \"1770876000.0\": 1, \"1770962400.0\": 1, \"1771048800.0\": 1}",
"unrealized_exchange_gain_loss_account": null,
"unrealized_profit_loss_account": null,
"website": "www.sprinklersnorthwest.com",
"write_off_account": "Write Off - S"
}
]

158
custom_ui/fixtures/cost_center.json Normal file
View file

@ -0,0 +1,158 @@
[
{
"company": "sprinklersnorthwest (Demo)",
"cost_center_name": "sprinklersnorthwest (Demo)",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-03 13:53:36.319170",
"name": "sprinklersnorthwest (Demo) - SD",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Nuco Yard Care",
"cost_center_name": "Nuco Yard Care",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-08 14:26:26.835628",
"name": "Nuco Yard Care - NYC",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Veritas Stone",
"cost_center_name": "Veritas Stone",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-12 04:46:43.619995",
"name": "Veritas Stone - VS",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Daniels Landscape Supplies",
"cost_center_name": "Daniels Landscape Supplies",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-12 05:00:21.971732",
"name": "Daniels Landscape Supplies - DL",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Lowe Fencing",
"cost_center_name": "Lowe Fencing",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-08 14:26:52.065488",
"name": "Lowe Fencing - LF",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Sprinklers Northwest",
"cost_center_name": "sprinklersnorthwest",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 1,
"modified": "2024-04-03 13:53:07.596849",
"name": "sprinklersnorthwest - S",
"old_parent": "",
"parent_cost_center": null
},
{
"company": "Veritas Stone",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-12 04:46:43.636132",
"name": "Main - VS",
"old_parent": "Veritas Stone - VS",
"parent_cost_center": "Veritas Stone - VS"
},
{
"company": "Nuco Yard Care",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-08 14:26:26.857578",
"name": "Main - NYC",
"old_parent": "Nuco Yard Care - NYC",
"parent_cost_center": "Nuco Yard Care - NYC"
},
{
"company": "Daniels Landscape Supplies",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-12 05:00:22.025686",
"name": "Main - DL",
"old_parent": "Daniels Landscape Supplies - DL",
"parent_cost_center": "Daniels Landscape Supplies - DL"
},
{
"company": "sprinklersnorthwest (Demo)",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-03 13:53:36.354903",
"name": "Main - SD",
"old_parent": "sprinklersnorthwest (Demo) - SD",
"parent_cost_center": "sprinklersnorthwest (Demo) - SD"
},
{
"company": "Lowe Fencing",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-08 14:26:52.096499",
"name": "Main - LF",
"old_parent": "Lowe Fencing - LF",
"parent_cost_center": "Lowe Fencing - LF"
},
{
"company": "Sprinklers Northwest",
"cost_center_name": "Main",
"cost_center_number": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Cost Center",
"is_group": 0,
"modified": "2024-04-03 13:53:07.616694",
"name": "Main - S",
"old_parent": "sprinklersnorthwest - S",
"parent_cost_center": "sprinklersnorthwest - S"
}
]

185
custom_ui/fixtures/custom_field.json
View file

@ -774,7 +774,7 @@
"length": 0, "length": 0,
"link_filters": null, "link_filters": null,
"mandatory_depends_on": null, "mandatory_depends_on": null,
"modified": "2026-02-12 02:52:42.039792", "modified": "2026-02-13 03:40:47.846272",
"module": null, "module": null,
"name": "Quotation-requires_half_payment", "name": "Quotation-requires_half_payment",
"no_copy": 0, "no_copy": 0,
@ -2199,7 +2199,7 @@
"length": 0, "length": 0,
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"modified": "2026-02-12 02:52:42.142425", "modified": "2026-02-13 03:40:47.954343",
"module": null, "module": null,
"name": "Sales Order-requires_half_payment", "name": "Sales Order-requires_half_payment",
"no_copy": 0, "no_copy": 0,
@ -8070,7 +8070,7 @@
"length": 0, "length": 0,
"link_filters": null, "link_filters": null,
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"modified": "2026-02-12 04:10:06.712703", "modified": "2026-02-13 03:40:48.116290",
"module": null, "module": null,
"name": "Project-requires_half_payment", "name": "Project-requires_half_payment",
"no_copy": 0, "no_copy": 0,
@ -8469,7 +8469,7 @@
"length": 0, "length": 0,
"link_filters": null, "link_filters": null,
"mandatory_depends_on": null, "mandatory_depends_on": null,
"modified": "2026-02-12 04:10:06.808397", "modified": "2026-02-13 03:40:48.203042",
"module": null, "module": null,
"name": "Project-is_half_down_paid", "name": "Project-is_half_down_paid",
"no_copy": 0, "no_copy": 0,
@ -8754,7 +8754,7 @@
"length": 0, "length": 0,
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"modified": "2026-02-12 04:10:06.643135", "modified": "2026-02-13 03:40:48.044130",
"module": null, "module": null,
"name": "Project-is_scheduled", "name": "Project-is_scheduled",
"no_copy": 0, "no_copy": 0,
@ -10179,7 +10179,7 @@
"length": 0, "length": 0,
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"modified": "2026-02-12 04:10:06.196780", "modified": "2026-02-13 03:40:47.644900",
"module": null, "module": null,
"name": "Address-latitude", "name": "Address-latitude",
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@ -10293,7 +10293,7 @@
"length": 0, "length": 0,
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"modified": "2026-02-12 04:10:06.320979", "modified": "2026-02-13 03:40:47.742672",
"module": null, "module": null,
"name": "Address-longitude", "name": "Address-longitude",
"no_copy": 0, "no_copy": 0,
@ -13964,63 +13964,6 @@
"unique": 0, "unique": 0,
"width": null "width": null
}, },
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
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"columns": 0,
"default": null,
"depends_on": "eval:doc.accept_payment && !doc.amount_based_on_field",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "amount",
"fieldtype": "Currency",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "amount_field",
"is_system_generated": 1,
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"label": "Amount",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.387203",
"module": null,
"name": "Web Form-amount",
"no_copy": 0,
"non_negative": 0,
"options": null,
"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,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"show_dashboard": 0,
"sort_options": 0,
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"unique": 0,
"width": null
},
{ {
"allow_in_quick_entry": 0, "allow_in_quick_entry": 0,
"allow_on_submit": 0, "allow_on_submit": 0,
@ -14192,6 +14135,63 @@
"unique": 0, "unique": 0,
"width": null "width": null
}, },
{
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
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"default": null,
"depends_on": "eval:doc.accept_payment && !doc.amount_based_on_field",
"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Web Form",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "amount",
"fieldtype": "Currency",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
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"ignore_xss_filter": 0,
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"insert_after": "amount_field",
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"label": "Amount",
"length": 0,
"link_filters": null,
"mandatory_depends_on": null,
"modified": "2026-01-27 11:11:05.387203",
"module": null,
"name": "Web Form-amount",
"no_copy": 0,
"non_negative": 0,
"options": null,
"permlevel": 0,
"placeholder": null,
"precision": "",
"print_hide": 0,
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"width": null
},
{ {
"allow_in_quick_entry": 0, "allow_in_quick_entry": 0,
"allow_on_submit": 0, "allow_on_submit": 0,
@ -16016,6 +16016,63 @@
"unique": 0, "unique": 0,
"width": null "width": null
}, },
{
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"description": null,
"docstatus": 0,
"doctype": "Custom Field",
"dt": "Quotation",
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"fieldname": "remarks",
"fieldtype": "Small Text",
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},
{ {
"allow_in_quick_entry": 0, "allow_in_quick_entry": 0,
"allow_on_submit": 0, "allow_on_submit": 0,

658
custom_ui/fixtures/doctype.json
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41
custom_ui/fixtures/fiscal_year.json Normal file
View file

@ -0,0 +1,41 @@
[
{
"auto_created": 0,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2026-02-04 12:09:37.726400",
"name": "2026",
"year": "2026",
"year_end_date": "2026-12-31",
"year_start_date": "2026-01-01"
},
{
"auto_created": 0,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2024-04-03 13:53:06.521863",
"name": "2024",
"year": "2024",
"year_end_date": "2024-12-31",
"year_start_date": "2024-01-01"
},
{
"auto_created": 1,
"companies": [],
"disabled": 0,
"docstatus": 0,
"doctype": "Fiscal Year",
"is_short_year": 0,
"modified": "2024-12-28 00:01:04.314401",
"name": "2025",
"year": "2025",
"year_end_date": "2025-12-31",
"year_start_date": "2025-01-01"
}
]

1138
custom_ui/fixtures/holiday_list.json Normal file
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72
custom_ui/fixtures/project_template.json Normal file
View file

@ -0,0 +1,72 @@
[
{
"bid_meeting_note_form": "SNW Install Bid Meeting Notes",
"calendar_color": "#CB2929",
"company": "Sprinklers Northwest",
"custom__complete_method": "Task Weight",
"docstatus": 0,
"doctype": "Project Template",
"item_groups": "SNW-I, SNW-S, SNW-LS",
"modified": "2026-02-15 01:31:39.325004",
"name": "SNW Install",
"project_type": "External",
"tasks": [
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Send customer 3-5 day window for start date",
"task": "TASK-2025-00001"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "811/Locate call in",
"task": "TASK-2025-00002"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Permit(s) call in and pay",
"task": "TASK-2025-00003"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Primary Job",
"task": "TASK-2025-00004"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Hydroseeding",
"task": "TASK-2025-00005"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Curbing",
"task": "TASK-2025-00006"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "15-Day QA",
"task": "TASK-2025-00007"
},
{
"parent": "SNW Install",
"parentfield": "tasks",
"parenttype": "Project Template",
"subject": "Permit Close-out",
"task": "TASK-2025-00008"
}
]
}
]

90
custom_ui/fixtures/task.json
View file

@ -269,51 +269,6 @@
"total_expense_claim": 0.0, "total_expense_claim": 0.0,
"type": "Admin" "type": "Admin"
}, },
{
"act_end_date": null,
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"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"customer": null,
"department": null,
"depends_on": [],
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"description": "Task tracking for the main service job.",
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"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2026-02-12 12:32:42.996899",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 25.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Main Job"
},
{ {
"act_end_date": null, "act_end_date": null,
"act_start_date": null, "act_start_date": null,
@ -358,5 +313,50 @@
"total_costing_amount": 0.0, "total_costing_amount": 0.0,
"total_expense_claim": 0.0, "total_expense_claim": 0.0,
"type": "15 Day Warranty Follow-Up" "type": "15 Day Warranty Follow-Up"
},
{
"act_end_date": null,
"act_start_date": null,
"actual_time": 0.0,
"closing_date": null,
"color": null,
"company": "Sprinklers Northwest",
"completed_by": null,
"completed_on": null,
"custom_foreman": null,
"custom_property": null,
"customer": null,
"department": null,
"depends_on": [],
"depends_on_tasks": "",
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task",
"duration": 0,
"exp_end_date": null,
"exp_start_date": null,
"expected_time": 0.0,
"is_group": 0,
"is_milestone": 0,
"is_template": 1,
"issue": null,
"modified": "2026-02-12 12:32:42.996899",
"name": "TASK-2025-00004",
"old_parent": "",
"parent_task": null,
"priority": "Low",
"progress": 0.0,
"project": null,
"project_template": null,
"review_date": null,
"start": 0,
"status": "Template",
"subject": "Primary Job",
"task_weight": 25.0,
"template_task": null,
"total_billing_amount": 0.0,
"total_costing_amount": 0.0,
"total_expense_claim": 0.0,
"type": "Main Job"
} }
] ]

527
custom_ui/fixtures/task_type.json Normal file
View file

@ -0,0 +1,527 @@
[
{
"base_date": "Start",
"calculate_from": "Project",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Collect half down payment on project creation.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 12:59:50.869932",
"name": "1/2 Down Payment",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "1/2 Down Payment",
"trigger": "Created",
"triggering_doctype": "Project",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Stage machinery one day before installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:00:47.389623",
"name": "Machine Staging",
"no_due_date": 0,
"offset_days": 1,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Machine Staging",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Send final invoice within 5 days of job completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:14.573788",
"name": "Final Invoice",
"no_due_date": 0,
"offset_days": 5,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Final Invoice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Backflow test after job completion if quoted.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:34.781732",
"name": "Backflow Test",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Backflow Test",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Schedule permit inspection 5 days after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:44.550215",
"name": "Schedule Permit Inspection",
"no_due_date": 0,
"offset_days": 5,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Schedule Permit Inspection",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "30-day warranty check after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:08.165742",
"name": "30 Day Warranty Check",
"no_due_date": 0,
"offset_days": 30,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "30 Day Warranty Check",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Payment reminder sent 30 days after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:21.758218",
"name": "30 Day Payment Reminder",
"no_due_date": 0,
"offset_days": 30,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "30 Day Payment Reminder",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Late payment notification at 60 days post completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:33.693892",
"name": "60 Day Late Payment Notice",
"no_due_date": 0,
"offset_days": 60,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "60 Day Late Payment Notice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Lien notice if payment is still late after 80 days.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:42.742371",
"name": "80 Day Lien Notice",
"no_due_date": 0,
"offset_days": 80,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "80 Day Lien Notice",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "One-year warranty call or walk-through.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:02:51.999530",
"name": "365 Day Warranty Call / Walk",
"no_due_date": 0,
"offset_days": 365,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "365 Day Warranty Call / Walk",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Locate utilities for digging",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:00:26.110307",
"name": "Locate",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Locate",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Utility locate request prior to installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 01:46:40.122526",
"name": "811/Locate",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "811/Locate",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 7.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-12-20 16:48:23.131743",
"name": "Topshot",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Start",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "Permits required prior to installation start.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 01:48:15.012387",
"name": "Permit",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Permit",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 7.0,
"work_type": "Admin"
},
{
"base_date": "Completion",
"calculate_from": "Service Address 2",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": "15-day warranty follow-up after completion.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-01-26 13:01:56.949793",
"name": "15 Day Warranty Follow-Up",
"no_due_date": 0,
"offset_days": 15,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "15 Day Warranty Follow-Up",
"trigger": "Completed",
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-12-17 14:18:26.429960",
"name": "Subcontractor",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "End",
"calculate_from": "Service Address 2",
"custom_completion_trigger": "Completed",
"custom_completion_trigger_doctype": "Service Address 2",
"custom_target_percent": 0,
"days": 0,
"description": "Task tracking for the main service job.",
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2026-02-08 02:35:42.343305",
"name": "Main Job",
"no_due_date": 0,
"offset_days": 0,
"offset_direction": "After",
"skip_holidays": 1,
"skip_weekends": 0,
"task_type_calculate_from": null,
"title": "Main Job",
"trigger": "Scheduled",
"triggering_doctype": "Service Address 2",
"weight": 25.0,
"work_type": "Labor"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2025-05-10 03:44:23.619864",
"name": "QA",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2025-04-24 14:56:51.838933",
"name": "Admin",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-04-16 11:55:50.883266",
"name": "Scheduling",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
},
{
"base_date": "Project Start",
"calculate_from": "Service Appointment",
"custom_completion_trigger": null,
"custom_completion_trigger_doctype": null,
"custom_target_percent": 0,
"days": 0,
"description": null,
"docstatus": 0,
"doctype": "Task Type",
"logic_key": null,
"modified": "2024-04-19 12:51:25.954969",
"name": "Labor",
"no_due_date": 0,
"offset_days": 7,
"offset_direction": "Before",
"skip_holidays": 1,
"skip_weekends": 1,
"task_type_calculate_from": null,
"title": null,
"trigger": null,
"triggering_doctype": "Service Address 2",
"weight": 0.0,
"work_type": "Admin"
}
]

194
custom_ui/fixtures/warehouse.json Normal file
View file

@ -0,0 +1,194 @@
[
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-21 12:05:13.944900",
"name": "Nursery - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Nursery",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 10:23:24.774635",
"name": "Services Stock - S",
"old_parent": "",
"parent_warehouse": null,
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Services Stock",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Lowe Fencing",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-10-31 14:40:21.144485",
"name": "Fencing Yard - LF",
"old_parent": "",
"parent_warehouse": null,
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Fencing Yard",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 10:14:33.005891",
"name": "Completed Ready to Bill - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Completed Ready to Bill",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 1,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-04-03 13:53:07.446449",
"name": "All Warehouses - S",
"old_parent": "",
"parent_warehouse": "",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "All Warehouses",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-31 09:54:31.268684",
"name": "Field Work - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Field Work",
"warehouse_type": null
},
{
"account": "Stock In Hand - S",
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 0,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2024-10-31 16:10:30.017682",
"name": "Parts Shed - S",
"old_parent": "All Warehouses - S",
"parent_warehouse": "All Warehouses - S",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Parts Shed ",
"warehouse_type": null
},
{
"account": null,
"address_line_1": null,
"address_line_2": null,
"city": null,
"company": "Sprinklers Northwest",
"default_in_transit_warehouse": null,
"disabled": 0,
"docstatus": 0,
"doctype": "Warehouse",
"email_id": null,
"is_group": 1,
"is_rejected_warehouse": 0,
"mobile_no": null,
"modified": "2025-01-21 12:06:12.188216",
"name": "Stores - S",
"old_parent": "",
"parent_warehouse": "",
"phone_no": null,
"pin": null,
"state": null,
"warehouse_name": "Vendor",
"warehouse_type": null
}
]

11
custom_ui/hooks.py
View file

@ -216,6 +216,11 @@ doc_events = {
} }
fixtures = [ fixtures = [
{"dt": "Company"},
# {"dt": "Account"},
{"dt": "Cost Center"},
{"dt": "Warehouse"},
{"dt": "Fiscal Year"},
{ {
"dt": "Email Template", "dt": "Email Template",
"filters": [ "filters": [
@ -228,12 +233,16 @@ fixtures = [
["custom", "=", 1] ["custom", "=", 1]
] ]
}, },
{ "dt": "Task Type" },
{ {
"dt": "Task", "dt": "Task",
"filters": [ "filters": [
["status", "in", ["Template"]] ["is_template", "=", 1]
] ]
}, },
{ "dt": "Project Template" },
{ "dt": "Bid Meeting Note Form" },
{ "dt": "Holiday List" },
# These don't have reliable flags → export all # These don't have reliable flags → export all
{"dt": "Custom Field"}, {"dt": "Custom Field"},

173
custom_ui/install.py
View file

@ -6,10 +6,12 @@ import frappe
from .utils import create_module from .utils import create_module
import holidays import holidays
from datetime import date, timedelta from datetime import date, timedelta
from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import create_charts
def after_install(): def after_install():
create_module() create_module()
add_custom_fields() # add_custom_fields()
frappe.db.commit() frappe.db.commit()
# Proper way to refresh metadata # Proper way to refresh metadata
@ -17,20 +19,21 @@ def after_install():
frappe.reload_doctype("Address") frappe.reload_doctype("Address")
frappe.clear_cache(doctype="On-Site Meeting") frappe.clear_cache(doctype="On-Site Meeting")
frappe.reload_doctype("On-Site Meeting") frappe.reload_doctype("On-Site Meeting")
update_onsite_meeting_fields() # update_onsite_meeting_fields()
update_address_fields() # update_address_fields()
check_and_create_holiday_list() # create_companies()
create_project_templates() # check_and_create_holiday_list()
create_task_types()
# create_tasks() # create_tasks()
create_bid_meeting_note_form_templates() # create_task_types()
create_accounts() # create_project_templates()
# create_bid_meeting_note_form_templates()
# create_accounts()
# init_stripe_accounts() # init_stripe_accounts()
build_frontend() build_frontend()
def after_migrate(): def after_migrate():
add_custom_fields() add_custom_fields()
update_onsite_meeting_fields() # update_onsite_meeting_fields()
frappe.db.commit() frappe.db.commit()
# Proper way to refresh metadata for all doctypes with custom fields # Proper way to refresh metadata for all doctypes with custom fields
@ -39,13 +42,13 @@ def after_migrate():
frappe.clear_cache(doctype=doctype) frappe.clear_cache(doctype=doctype)
frappe.reload_doctype(doctype) frappe.reload_doctype(doctype)
check_and_create_holiday_list() # check_and_create_holiday_list()
# create_project_templates() # create_project_templates()
create_task_types() # create_task_types()
# create_tasks() # create_tasks()
create_bid_meeting_note_form_templates() # create_bid_meeting_note_form_templates()
create_accounts() create_accounts()
create_companies() # create_companies()
# init_stripe_accounts() # init_stripe_accounts()
# update_address_fields() # update_address_fields()
@ -1591,126 +1594,24 @@ def create_bid_meeting_note_form_templates():
doc.insert(ignore_permissions=True) doc.insert(ignore_permissions=True)
def create_companies(): def create_accounts():
"""Create necessary companies if they do not exist.""" """Create necessary companies if they do not exist."""
print("\n🔧 Checking for necessary companies...") print("\n🔧 Checking for necessary companies...")
companies = [ companies = frappe.get_all("Company", pluck="name")
{
'company_name': 'Veritas Stone',
'abbr': 'VS',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Cash - VS',
'default_receivable_account': 'Debtors - VS',
'default_payable_account': 'Creditors - VS',
'default_income_account': 'Sales - VS',
'default_expense_account': 'Cost of Goods Sold - VS',
'cost_center': 'Main - VS',
'enable_perpetual_inventory': 1
},
{
'company_name': 'Daniels Landscape Supplies',
'abbr': 'DL',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Cash - DL',
'default_receivable_account': 'Debtors - DL',
'default_payable_account': 'Creditors - DL',
'default_income_account': 'Sales - DL',
'default_expense_account': 'Cost of Goods Sold - DL',
'cost_center': 'Main - DL',
'enable_perpetual_inventory': 1
},
{
'company_name': 'sprinklersnorthwest (Demo)',
'abbr': 'SD',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Cash - SD',
'default_receivable_account': 'Debtors - SD',
'default_payable_account': 'Creditors - SD',
'default_income_account': 'Sales - SD',
'default_expense_account': 'Cost of Goods Sold - SD',
'cost_center': 'Main - SD',
'enable_perpetual_inventory': 1
},
{
'company_name': 'Lowe Fencing',
'abbr': 'LF',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Cash - LF',
'default_receivable_account': 'Debtors - LF',
'default_payable_account': 'Creditors - LF',
'default_income_account': 'Fencing Sales - LF',
'default_expense_account': 'Cost of Goods Sold - LF',
'cost_center': 'Main - LF',
'enable_perpetual_inventory': 1
},
{
'company_name': 'Nuco Yard Care',
'abbr': 'NYC',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Cash - NYC',
'default_receivable_account': 'Debtors - NYC',
'default_payable_account': 'Creditors - NYC',
'default_income_account': 'Sales - NYC',
'default_expense_account': 'Cost of Goods Sold - NYC',
'cost_center': 'Main - NYC',
'enable_perpetual_inventory': 1
},
{
'company_name': 'Sprinklers Northwest',
'abbr': 'S',
'default_currency': 'USD',
'country': 'United States',
'is_group': 0,
'parent_company': None,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': 'Standard',
'default_cash_account': 'Undeposited Funds - S',
'default_receivable_account': 'Debtors - S',
'default_payable_account': 'Creditors - S',
'default_income_account': 'Sales - S',
'default_expense_account': 'Cost of Goods Sold - S',
'cost_center': 'Main - S',
'enable_perpetual_inventory': 1
}
]
for company in companies: for company in companies:
if frappe.db.exists("Company", company["company_name"]): if frappe.db.exists("Account", {"company": company}):
print(f"✅ Accounts already exist for company '{company}'. Skipping account creation.")
continue continue
data = { company_doc = frappe.get_doc("Company", company)
"doctype": "Company" create_charts(
} company=company.name,
data.update(company) chart_template=company_doc.chart_template
doc = frappe.get_doc(data) )
doc.insert(ignore_permissions=True)
def create_accounts(): def create_stripe_accounts():
"""Create necessary accounts if they do not exist.""" """Create necessary accounts if they do not exist."""
print("\n🔧 Checking for necessary accounts...") print("\n🔧 Checking for necessary accounts...")
@ -1744,23 +1645,3 @@ def create_accounts():
doc.insert(ignore_permissions=True, ignore_if_duplicate=True) doc.insert(ignore_permissions=True, ignore_if_duplicate=True)
frappe.db.commit() frappe.db.commit()
def init_stripe_accounts():
"""Initializes the bare configurations for each Stripe Settings doctypes."""
print("\n🔧 Initializing Stripe Settings for companies...")
companies = ["Sprinklers Northwest"]
for company in companies:
if not frappe.db.exists("Stripe Settings", {"company": company}):
doc = frappe.get_doc({
"doctype": "Stripe Settings",
"company": company,
"api_key": "",
"publishable_key": "",
"webhook_secret": "",
"account": f"Stripe Clearing - {company}"
})
doc.insert(ignore_permissions=True)
frappe.db.commit()

21
custom_ui/services/service_appointment_service.py
View file

@ -1,5 +1,6 @@
import frappe import frappe
from custom_ui.services import ContactService, AddressService, ClientService, DbService from custom_ui.services import ContactService, AddressService, ClientService, DbService
import json
class ServiceAppointmentService: class ServiceAppointmentService:
@ -27,9 +28,12 @@ class ServiceAppointmentService:
return service_appointment return service_appointment
@staticmethod @staticmethod
def update_scheduled_dates(service_appointment_name: str, crew_lead_name: str,start_date, end_date, start_time=None, end_time=None): def update_scheduled_dates(service_appointment_name: str, crew_lead_name: str = None, start_date=None, end_date=None, start_time=None, end_time=None, skip_days=[]):
"""Update the scheduled start and end dates of a Service Appointment.""" """Update the scheduled start and end dates of a Service Appointment."""
print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}") print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}")
if isinstance(skip_days, str):
skip_days = json.loads(skip_days)
print(f"DEBUG: Parsed skip_days: {skip_days}")
service_appointment = DbService.get_or_throw("Service Address 2", service_appointment_name) service_appointment = DbService.get_or_throw("Service Address 2", service_appointment_name)
service_appointment.expected_start_date = start_date service_appointment.expected_start_date = start_date
service_appointment.expected_end_date = end_date service_appointment.expected_end_date = end_date
@ -38,6 +42,21 @@ class ServiceAppointmentService:
service_appointment.expected_start_time = start_time service_appointment.expected_start_time = start_time
if end_time: if end_time:
service_appointment.expected_end_time = end_time service_appointment.expected_end_time = end_time
if skip_days:
current_skip_days
# Compare skip_days with the current skip_days and remove/add as needed
current_skip_days = set([skip_day.date for skip_day in service_appointment.skip_days])
new_skip_days = set(skip_days)
# Remove skip days that are no longer needed
for skip_day in current_skip_days - new_skip_days:
skip_day_doc = service_appointment.skip_days.find(lambda d: d.date == skip_day)
if skip_day_doc:
service_appointment.skip_days.remove(skip_day_doc.name)
print(f"DEBUG: Removed skip day {skip_day} from Service Appointment {service_appointment_name}")
# Add new skip days
for skip_day in new_skip_days - current_skip_days:
service_appointment.append("skip_days", {"date": skip_day})
print(f"DEBUG: Added new skip day {skip_day} for Service Appointment {service_appointment_name}")
service_appointment.save() service_appointment.save()
print(f"DEBUG: Updated scheduled dates for Service Appointment {service_appointment_name}") print(f"DEBUG: Updated scheduled dates for Service Appointment {service_appointment_name}")
return service_appointment return service_appointment

3
frontend/src/api.js
View file

@ -476,12 +476,13 @@ class Api {
return await this.request(FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD, { companies, filters }); return await this.request(FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD, { companies, filters });
} }
static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate, endDate, crewLeadName, startTime = null, endTime = null) { static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate = null, endDate = null, crewLeadName = null, skippedDays = [],startTime = null, endTime = null) {
return await this.request(FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD, { return await this.request(FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD, {
serviceAppointmentName, serviceAppointmentName,
startDate, startDate,
endDate, endDate,
crewLeadName, crewLeadName,
skippedDays,
startTime, startTime,
endTime endTime
}) })

454
frontend/src/components/calendar/jobs/SNWProjectCalendar.vue
View file

@ -1,5 +1,5 @@
<template> <template>
<div class="calendar-container"> <div class="calendar-container" :class="{ 'skip-mode': skipMode }">
<div class="calendar-header"> <div class="calendar-header">
<h2>Weekly Schedule - {{ companyStore.currentCompany }}</h2> <h2>Weekly Schedule - {{ companyStore.currentCompany }}</h2>
<div class="header-controls"> <div class="header-controls">
@ -26,6 +26,16 @@
<v-btn @click="goToThisWeek" variant="outlined" size="small" class="ml-4"> <v-btn @click="goToThisWeek" variant="outlined" size="small" class="ml-4">
This Week This Week
</v-btn> </v-btn>
<v-btn
@click="toggleSkipMode"
:color="skipMode ? 'error' : 'default'"
variant="outlined"
size="small"
class="ml-4"
>
<v-icon left size="small">mdi-content-cut</v-icon>
Skip Day
</v-btn>
<v-menu <v-menu
v-model="showTemplateMenu" v-model="showTemplateMenu"
:close-on-content-click="false" :close-on-content-click="false"
@ -158,6 +168,36 @@
</v-card> </v-card>
</v-dialog> </v-dialog>
<!-- Skip Day Confirmation Dialog -->
<v-dialog v-model="showSkipConfirmation" max-width="400px">
<v-card>
<v-card-title>Skip Day Confirmation</v-card-title>
<v-card-text>
<p>Are you sure you want to skip <strong>{{ skipConfirmationData ? formatDate(skipConfirmationData.date) : '' }}</strong> for job <strong>{{ skipConfirmationData ? skipConfirmationData.job.projectTemplate : '' }}</strong>?</p>
</v-card-text>
<v-card-actions>
<v-spacer></v-spacer>
<v-btn @click="cancelSkipDay">Cancel</v-btn>
<v-btn color="error" @click="confirmSkipDay">Skip Day</v-btn>
</v-card-actions>
</v-card>
</v-dialog>
<!-- Remove Skip Confirmation Dialog -->
<v-dialog v-model="showRemoveSkipConfirmation" max-width="400px">
<v-card>
<v-card-title>Remove Skip Confirmation</v-card-title>
<v-card-text>
<p>Are you sure you want to remove the skip for <strong>{{ removeSkipConfirmationData ? formatDate(removeSkipConfirmationData.date) : '' }}</strong> on job <strong>{{ removeSkipConfirmationData ? removeSkipConfirmationData.job.projectTemplate : '' }}</strong>?</p>
</v-card-text>
<v-card-actions>
<v-spacer></v-spacer>
<v-btn @click="cancelRemoveSkip">Cancel</v-btn>
<v-btn color="error" @click="confirmRemoveSkip">Remove Skip</v-btn>
</v-card-actions>
</v-card>
</v-dialog>
<div class="calendar-main"> <div class="calendar-main">
<!-- Weekly Calendar Grid --> <!-- Weekly Calendar Grid -->
<div class="calendar-section"> <div class="calendar-section">
@ -195,10 +235,12 @@
'holiday': isHoliday(day.date), 'holiday': isHoliday(day.date),
'sunday': isSunday(day.date), 'sunday': isSunday(day.date),
'drag-over': isDragOver && dragOverCell?.foremanId === foreman.name && dragOverCell?.date === day.date, 'drag-over': isDragOver && dragOverCell?.foremanId === foreman.name && dragOverCell?.date === day.date,
'has-skipped-jobs': getSkippedJobsForCell(foreman.name, day.date).length > 0,
}" }"
@dragover="handleDragOver($event, foreman.name, day.date)" @dragover="handleDragOver($event, foreman.name, day.date)"
@dragleave="handleDragLeave" @dragleave="handleDragLeave"
@drop="handleDrop($event, foreman.name, day.date)" @drop="handleDrop($event, foreman.name, day.date)"
@click="skipMode ? handleSkipDayClick(foreman.name, day.date) : null"
> >
<!-- Jobs in this day --> <!-- Jobs in this day -->
<div <div
@ -207,7 +249,7 @@
class="calendar-job" class="calendar-job"
:style="getJobStyle(job, day.date)" :style="getJobStyle(job, day.date)"
:draggable="job.status === 'Scheduled'" :draggable="job.status === 'Scheduled'"
@click.stop="showEventDetails({ event: job })" @click.stop="skipMode ? handleSkipDayClick(foreman.name, day.date, job) : showEventDetails({ event: job })"
@dragstart="job.status === 'Scheduled' ? handleDragStart(job, $event) : null" @dragstart="job.status === 'Scheduled' ? handleDragStart(job, $event) : null"
@dragend="handleDragEnd" @dragend="handleDragEnd"
@mousedown="(job.status === 'Scheduled' || job.status === 'Started') ? startResize($event, job, day.date) : null" @mousedown="(job.status === 'Scheduled' || job.status === 'Started') ? startResize($event, job, day.date) : null"
@ -222,6 +264,23 @@
<v-icon v-if="jobSpansToNextWeek(job)" size="small" class="spans-arrow-right">mdi-arrow-right</v-icon> <v-icon v-if="jobSpansToNextWeek(job)" size="small" class="spans-arrow-right">mdi-arrow-right</v-icon>
<div class="resize-handle"></div> <div class="resize-handle"></div>
</div> </div>
<!-- Skipped days -->
<div
v-for="job in getSkippedJobsForCell(foreman.name, day.date)"
:key="`skip-${job.name}`"
class="skipped-day"
:class="getPriorityClass(job.priority)"
>
<span>Skipped</span>
<button
class="remove-skip-btn"
@click.stop="handleRemoveSkip(job, day.date)"
title="Remove skipped day"
>
<v-icon size="small">mdi-close</v-icon>
</button>
</div>
<!-- Holiday connector line for split jobs --> <!-- Holiday connector line for split jobs -->
<template v-if="isHoliday(day.date)"> <template v-if="isHoliday(day.date)">
@ -336,9 +395,23 @@ import JobDetailsModal from "../../modals/JobDetailsModal.vue";
const notifications = useNotificationStore(); const notifications = useNotificationStore();
const companyStore = useCompanyStore(); const companyStore = useCompanyStore();
const route = useRoute(); const route = useRoute();
const random = 3
const serviceAptToFind = route.query.apt || null; const serviceAptToFind = route.query.apt || null;
// Helper function to get all holidays in a date range
function getHolidaysInRange(startDate, endDate) {
const start = parseLocalDate(startDate);
const end = parseLocalDate(endDate);
const holidaysInRange = [];
for (let d = new Date(start); d <= end; d.setDate(d.getDate() + 1)) {
const dateStr = toLocalDateString(d);
if (isHoliday(dateStr)) {
holidaysInRange.push(dateStr);
}
}
return holidaysInRange;
}
// Reactive data // Reactive data
const scheduledServices = ref([]); const scheduledServices = ref([]);
const unscheduledServices = ref([]); const unscheduledServices = ref([]);
@ -363,6 +436,9 @@ const resizeStartDate = ref(null);
const originalEndDate = ref(null); const originalEndDate = ref(null);
const justFinishedResize = ref(false); const justFinishedResize = ref(false);
// Skip mode
const skipMode = ref(false);
// Foremen data (Crews) // Foremen data (Crews)
const foremen = ref([]); const foremen = ref([]);
@ -374,6 +450,14 @@ const showForemenMenu = ref(false);
const showDatePicker = ref(false); const showDatePicker = ref(false);
const selectedDate = ref(null); const selectedDate = ref(null);
// Skip day confirmation
const showSkipConfirmation = ref(false);
const skipConfirmationData = ref(null);
// Remove skip confirmation
const showRemoveSkipConfirmation = ref(false);
const removeSkipConfirmationData = ref(null);
// Project template filter // Project template filter
const selectedProjectTemplates = ref([]); const selectedProjectTemplates = ref([]);
const showTemplateMenu = ref(false); const showTemplateMenu = ref(false);
@ -513,20 +597,6 @@ function getCrewName(foremanId) {
return foreman.customCrew ? `${foreman.employeeName} (Crew ${foreman.customCrew})` : foreman.employeeName; return foreman.customCrew ? `${foreman.employeeName} (Crew ${foreman.customCrew})` : foreman.employeeName;
} }
// Helper function to get all holidays in a date range
function getHolidaysInRange(startDate, endDate) {
const start = parseLocalDate(startDate);
const end = parseLocalDate(endDate);
const holidaysInRange = [];
for (let d = new Date(start); d <= end; d.setDate(d.getDate() + 1)) {
const dateStr = toLocalDateString(d);
if (isHoliday(dateStr)) {
holidaysInRange.push(dateStr);
}
}
return holidaysInRange;
}
// Helper function to calculate job segments (parts between holidays/Sundays) // Helper function to calculate job segments (parts between holidays/Sundays)
function getJobSegments(job) { function getJobSegments(job) {
const startDate = job.expectedStartDate; const startDate = job.expectedStartDate;
@ -547,8 +617,9 @@ function getJobSegments(job) {
for (let d = new Date(start); d <= effectiveEnd; d.setDate(d.getDate() + 1)) { for (let d = new Date(start); d <= effectiveEnd; d.setDate(d.getDate() + 1)) {
const dateStr = toLocalDateString(d); const dateStr = toLocalDateString(d);
// If we hit a holiday or Sunday, close the current segment // If we hit a holiday, Sunday, or skipped day, close the current segment
if (isHoliday(dateStr) || isSunday(dateStr)) { const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === dateStr);
if (isHoliday(dateStr) || isSunday(dateStr) || isSkipped) {
// Close previous segment if it exists // Close previous segment if it exists
if (segmentStart !== null) { if (segmentStart !== null) {
const prevDate = toLocalDateString(new Date(d.getTime() - 86400000)); // Previous day const prevDate = toLocalDateString(new Date(d.getTime() - 86400000)); // Previous day
@ -658,8 +729,24 @@ const getJobsForCell = (foremanId, date) => {
// Check if this date falls within the job's date range // Check if this date falls within the job's date range
// AND that it's a valid segment start date // AND that it's a valid segment start date
// AND not in skipDays
const segments = getJobSegments(job); const segments = getJobSegments(job);
return segments.some(seg => seg.start === date); const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
return segments.some(seg => seg.start === date) && !isSkipped;
});
};
// Get skipped jobs for a specific foreman and date
const getSkippedJobsForCell = (foremanId, date) => {
return scheduledServices.value.filter((job) => {
if (job.foreman !== foremanId) return false;
const jobStart = job.expectedStartDate;
const jobEnd = job.expectedEndDate || job.expectedStartDate;
// Check if this date is in the job's skipDays
const isSkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
return isSkipped && parseLocalDate(date) >= parseLocalDate(jobStart) && parseLocalDate(date) <= parseLocalDate(jobEnd);
}); });
}; };
@ -758,6 +845,10 @@ const goToThisWeek = () => {
weekStartDate.value = getWeekStart(new Date()); weekStartDate.value = getWeekStart(new Date());
}; };
const toggleSkipMode = () => {
skipMode.value = !skipMode.value;
};
// Foremen selection methods // Foremen selection methods
const toggleAllForemen = () => { const toggleAllForemen = () => {
if (selectedForemen.value.length === foremen.value.length) { if (selectedForemen.value.length === foremen.value.length) {
@ -1024,6 +1115,143 @@ const handleDrop = async (event, foremanId, date) => {
draggedService.value = null; draggedService.value = null;
}; };
const handleSkipDayClick = async (foremanId, date, specificJob = null) => {
let job;
if (specificJob) {
job = specificJob;
} else {
// Find jobs that cover this date for this foreman
const jobs = scheduledServices.value.filter(job => {
if (job.foreman !== foremanId) return false;
const start = job.expectedStartDate;
const end = job.expectedEndDate || start;
return date >= start && date <= end;
});
if (jobs.length === 0) {
notifications.addInfo("No jobs found for this day.");
return;
}
// For now, take the first job. In future, could show selection if multiple.
job = jobs[0];
}
// Check if already skipped
const isAlreadySkipped = job.skipDays && job.skipDays.some(skip => skip.date === date);
if (isAlreadySkipped) {
notifications.addInfo("This day is already skipped.");
return;
}
// Show confirmation dialog
skipConfirmationData.value = { job, date };
showSkipConfirmation.value = true;
};
const confirmSkipDay = async () => {
const { job, date } = skipConfirmationData.value;
// Add to skipDays
const newSkipDays = [...(job.skipDays || []), { date }];
// Update local
const serviceIndex = scheduledServices.value.findIndex(s => s.name === job.name);
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: newSkipDays
};
}
// Call API
try {
await Api.updateServiceAppointmentScheduledDates(
job.name,
job.expectedStartDate,
job.expectedEndDate,
job.foreman,
newSkipDays
);
notifications.addSuccess("Day skipped successfully!");
// Untoggle skip mode
skipMode.value = false;
} catch (error) {
console.error("Error skipping day:", error);
notifications.addError("Failed to skip day");
// Revert
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: job.skipDays
};
}
}
// Close dialog
showSkipConfirmation.value = false;
skipConfirmationData.value = null;
};
const cancelSkipDay = () => {
showSkipConfirmation.value = false;
skipConfirmationData.value = null;
};
// Handle removing a skipped day
const handleRemoveSkip = async (job, date) => {
// Show confirmation dialog
removeSkipConfirmationData.value = { job, date };
showRemoveSkipConfirmation.value = true;
};
const confirmRemoveSkip = async () => {
const { job, date } = removeSkipConfirmationData.value;
// Remove from skipDays
const newSkipDays = (job.skipDays || []).filter(skip => skip.date !== date);
// Update local
const serviceIndex = scheduledServices.value.findIndex(s => s.name === job.name);
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: newSkipDays
};
}
// Call API
try {
await Api.updateServiceAppointmentScheduledDates(
job.name,
job.expectedStartDate,
job.expectedEndDate,
job.foreman,
newSkipDays
);
notifications.addSuccess("Skip removed successfully!");
} catch (error) {
console.error("Error removing skip:", error);
notifications.addError("Failed to remove skip");
// Revert
if (serviceIndex !== -1) {
scheduledServices.value[serviceIndex] = {
...scheduledServices.value[serviceIndex],
skipDays: job.skipDays
};
}
}
// Close dialog
showRemoveSkipConfirmation.value = false;
removeSkipConfirmationData.value = null;
};
const cancelRemoveSkip = () => {
showRemoveSkipConfirmation.value = false;
removeSkipConfirmationData.value = null;
};
// Handle dropping scheduled items back to unscheduled // Handle dropping scheduled items back to unscheduled
const handleUnscheduledDragOver = (event) => { const handleUnscheduledDragOver = (event) => {
// Only allow dropping if the dragged job is scheduled // Only allow dropping if the dragged job is scheduled
@ -1897,4 +2125,190 @@ onMounted(async () => {
align-items: center; align-items: center;
line-height: 1.4; line-height: 1.4;
} }
.scheduled-item[draggable="true"]:active {
cursor: grabbing;
}
.priority-urgent {
border-left-color: #f44336 !important;
}
.priority-high {
border-left-color: #ff9800 !important;
}
.priority-medium {
border-left-color: #ffeb3b !important;
}
.priority-low {
border-left-color: #4caf50 !important;
}
.service-title-compact {
font-weight: 600;
font-size: 0.9em;
color: #1976d2;
line-height: 1.2;
}
.service-customer {
font-size: 0.8em;
color: #666;
margin-top: 2px;
}
.service-compact-details {
display: flex;
align-items: center;
gap: 8px;
}
.service-notes-compact {
background-color: #f8f9fa;
padding: 4px 6px;
border-radius: 3px;
border-left: 2px solid #2196f3;
}
.service-notes-compact .text-caption {
font-style: italic;
color: #666;
line-height: 1.3;
}
.no-unscheduled {
text-align: center;
padding: 40px 20px;
color: #666;
}
.day-cell.holiday {
background: repeating-linear-gradient(
45deg,
rgba(255, 193, 7, 0.15),
rgba(255, 193, 7, 0.15) 10px,
rgba(255, 193, 7, 0.05) 10px,
rgba(255, 193, 7, 0.05) 20px
);
border-left: 3px solid #ffc107;
border-right: 3px solid #ffc107;
}
.day-cell.sunday {
background-color: rgba(200, 200, 200, 0.1); /* light gray for Sunday */
}
.holiday-connector {
position: absolute;
left: 4px;
right: 4px;
top: 50%;
height: 3px;
transform: translateY(-50%);
border-top: 3px dotted currentColor;
opacity: 0.6;
pointer-events: none;
z-index: 5;
}
.holiday-connector.priority-urgent {
color: #f44336;
}
.holiday-connector.priority-high {
color: #ff9800;
}
.holiday-connector.priority-medium {
color: #2196f3;
}
.holiday-connector.priority-low {
color: #4caf50;
}
.extend-popup {
position: fixed;
top: 100px;
left: 50%;
transform: translateX(-50%);
background: rgba(33, 150, 243, 0.95);
color: white;
padding: 12px 20px;
border-radius: 8px;
font-size: 1em;
font-weight: 600;
pointer-events: none;
z-index: 10000;
white-space: nowrap;
box-shadow: 0 6px 16px rgba(0, 0, 0, 0.3);
border: 2px solid rgba(255, 255, 255, 0.3);
animation: slideDown 0.2s ease-out;
}
@keyframes slideDown {
from {
opacity: 0;
transform: translateX(-50%) translateY(-10px);
}
to {
opacity: 1;
transform: translateX(-50%) translateY(0);
}
}
.service-address {
font-size: 0.85em;
color: #555;
display: flex;
align-items: center;
line-height: 1.4;
}
.calendar-container.skip-mode {
cursor: crosshair;
}
.calendar-container.skip-mode .day-cell {
cursor: crosshair;
}
.skipped-day {
position: relative;
border-top: 2px dotted #ff0000;
border-bottom: 2px dotted #ff0000;
background: rgba(255, 0, 0, 0.05);
min-height: 40px;
display: flex;
align-items: center;
justify-content: center;
font-size: 12px;
color: #ff0000;
font-weight: 500;
}
.remove-skip-btn {
position: absolute;
top: 2px;
right: 2px;
background: rgba(255, 255, 255, 0.9);
border-radius: 50%;
width: 20px;
height: 20px;
display: flex;
align-items: center;
justify-content: center;
cursor: pointer;
font-size: 12px;
color: #ff0000;
border: 1px solid #ff0000;
opacity: 0;
transition: opacity 0.2s;
}
.skipped-day:hover .remove-skip-btn {
opacity: 1;
}
</style> </style>