From 90fb04e44b16d2503f38c7562a8502d0a4d13826 Mon Sep 17 00:00:00 2001 From: Casey Date: Fri, 16 Jan 2026 11:14:28 -0600 Subject: [PATCH 01/41] update hooks and fixtures --- custom_ui/fixtures/client_script.json | 519 + custom_ui/fixtures/custom_field.json | 16020 +++++++++++++++- custom_ui/fixtures/doctype.json | 21387 ++++++++++++++++++++++ custom_ui/fixtures/property_setter.json | 15026 +++++++++++++++ custom_ui/fixtures/server_script.json | 515 + custom_ui/hooks.py | 56 +- 6 files changed, 53474 insertions(+), 49 deletions(-) create mode 100644 custom_ui/fixtures/client_script.json create mode 100644 custom_ui/fixtures/property_setter.json create mode 100644 custom_ui/fixtures/server_script.json diff --git a/custom_ui/fixtures/client_script.json b/custom_ui/fixtures/client_script.json new file mode 100644 index 0000000..5889b05 --- /dev/null +++ b/custom_ui/fixtures/client_script.json @@ -0,0 +1,519 @@ +[ + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Opportunity", + "enabled": 1, + "modified": "2024-06-28 04:58:27.527685", + "module": null, + "name": "Set Item Price", + "script": "frappe.ui.form.on('Opportunity Item', {\r\n item_code: function(frm, cdt, cdn) {\r\n var row = locals[cdt][cdn];\r\n if (row.item_code) {\r\n frappe.call({\r\n method: 'frappe.client.get_value',\r\n args: {\r\n 'doctype': 'Item Price',\r\n 'filters': {\r\n 'item_code': row.item_code,\r\n 'selling': 1\r\n },\r\n 'fieldname': ['price_list_rate']\r\n },\r\n callback: function(r) {\r\n if (r.message) {\r\n frappe.model.set_value(cdt, cdn, 'rate', r.message.price_list_rate);\r\n frappe.model.set_value(cdt, cdn, 'amount', row.qty * r.message.price_list_rate);\r\n }\r\n }\r\n });\r\n }\r\n },\r\n qty: function(frm, cdt, cdn) {\r\n var row = locals[cdt][cdn];\r\n if (row.qty && row.rate) {\r\n frappe.model.set_value(cdt, cdn, 'amount', row.qty * row.rate);\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "SNW Jobs", + "enabled": 1, + "modified": "2024-07-18 02:56:08.345504", + "module": null, + "name": "SNW Jobs - auto populate days", + "script": "frappe.ui.form.on('SNW Jobs', {\n refresh(frm) {\n // your code here (if needed)\n },\n start_date(frm) {\n calculate_total_days(frm);\n },\n end_date(frm) {\n calculate_total_days(frm);\n }\n});\n\nfunction calculate_total_days(frm) {\n if (frm.doc.start_date && frm.doc.end_date) {\n const startDate = new Date(frm.doc.start_date);\n const endDate = new Date(frm.doc.end_date);\n const timeDiff = endDate - startDate;\n const dayDiff = timeDiff / (1000 * 3600 * 24);\n frm.set_value('number_of_days', dayDiff);\n }\n}", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "SNW Jobs", + "enabled": 1, + "modified": "2024-07-18 03:04:59.760299", + "module": null, + "name": "SNW Jobs - Calculate Balance", + "script": "frappe.ui.form.on('SNW Jobs', {\r\n refresh(frm) {\r\n // Your code here (if needed)\r\n },\r\n total_expected_price(frm) {\r\n calculate_balance(frm);\r\n },\r\n paid(frm) {\r\n calculate_balance(frm);\r\n }\r\n});\r\n\r\nfunction calculate_balance(frm) {\r\n if (frm.doc.total_expected_price != null && frm.doc.paid != null) {\r\n const balance = frm.doc.total_expected_price - frm.doc.paid;\r\n frm.set_value('balance', balance);\r\n }\r\n}\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "SNW Jobs", + "enabled": 1, + "modified": "2024-07-18 03:12:21.825901", + "module": null, + "name": "SNW Jobs - pull crew lead employees", + "script": "frappe.ui.form.on('SNW Jobs', {\n\trefresh(frm) {\n\t\t// your code here\n\t},\n\t onload(frm) {\n frm.set_query('crew_leader', function() {\n return {\n filters: {\n designation: 'Crew Lead'\n }\n };\n });\n }\n})", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Follow Up Checklist", + "enabled": 1, + "modified": "2024-09-16 05:58:34.623817", + "module": null, + "name": "auto populate follow up form", + "script": "frappe.ui.form.on('Follow Up Checklist', {\n customer:function(frm) {\n\t\t // Fetch customer details like phone and email\n frappe.db.get_value(\"Address\", {\"customer\": frm.doc.customer, \"customer_primary_address\": 1}, \"address_line1\", function(r) {\n if(r && r.address_line1) {\n frm.set_value(\"address\", r.address_line1); // Set the address field\n }\n });\n }\n});", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Quotation", + "enabled": 1, + "modified": "2025-04-24 05:36:48.042696", + "module": null, + "name": "Item Markup Script", + "script": "frappe.ui.form.on('Quotation Item', {\r\n item_code: function(frm, cdt, cdn) {\r\n let row = locals[cdt][cdn];\r\n if (row.item_code) {\r\n // Fetch the item price from the Item Price List\r\n frappe.call({\r\n method: 'frappe.client.get_list',\r\n args: {\r\n doctype: 'Item Price',\r\n filters: {\r\n item_code: row.item_code,\r\n price_list: frm.doc.selling_price_list // Assuming the price list is set in the Quotation\r\n },\r\n fields: ['price_list_rate']\r\n },\r\n callback: function(response) {\r\n if (response.message && response.message.length > 0) {\r\n // Get the price from the Item Price List\r\n let base_rate = response.message[0].price_list_rate || 0;\r\n\r\n // Fetch the markup percentage from the Item master\r\n frappe.call({\r\n method: 'frappe.client.get',\r\n args: {\r\n doctype: 'Item',\r\n name: row.item_code\r\n },\r\n callback: function(r) {\r\n if (r.message) {\r\n // Fetch the markup percentage from the Item master\r\n let markup = r.message.custom_markup_percentage || 0; // Default to 0% if not set\r\n \r\n // Calculate the new rate with markup\r\n let new_rate = base_rate + (base_rate * (markup / 100));\r\n frappe.model.set_value(cdt, cdn, 'rate', new_rate);\r\n \r\n // Refresh the items table to show the updated rate\r\n frm.refresh_field('items');\r\n }\r\n }\r\n });\r\n }\r\n }\r\n });\r\n }\r\n }\r\n});\r\n\r\n// Optional: Recalculate all items on form refresh or load\r\nfrappe.ui.form.on('Quotation', {\r\n refresh: function(frm) {\r\n frm.doc.items.forEach(function(item) {\r\n //frappe.model.trigger('item_code', item.name);\r\n });\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Quotation", + "enabled": 1, + "modified": "2025-01-08 05:04:26.743210", + "module": null, + "name": "Quotation - Set Same Valid Until Date", + "script": "frappe.ui.form.on(\"Quotation\", {\n onload: function(frm) {\n frm.set_value('valid_till', '2025-12-31');\n }\n});", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Note", + "enabled": 1, + "modified": "2024-10-24 23:43:27.548340", + "module": null, + "name": "Open Note in Edit Mode", + "script": "frappe.ui.form.on('Note', {\r\n onload_post_render: function(frm) {\r\n // Check if this is a new document or in read mode, then switch to edit mode\r\n if (frm.is_new() || frm.doc.__unsaved) {\r\n frm.page.set_primary_action(__('Save'), () => frm.save());\r\n frm.page.wrapper.find('.btn-primary').removeClass('hidden');\r\n frm.enable_save();\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2024-12-05 11:55:14.179233", + "module": null, + "name": "Address Doctype Linked City Auto Populate", + "script": "frappe.ui.form.on('Address', {\r\n custom_linked_city: function (frm) {\r\n if (frm.doc.custom_linked_city) {\r\n frappe.db.get_doc('City', frm.doc.custom_linked_city).then(city_doc => {\r\n frm.set_value('city', city_doc.city_name); // Sync to mandatory City field\r\n frm.set_value('state', city_doc.state); // Populate State\r\n if (city_doc.zip_code) {\r\n frm.set_value('zip_code', city_doc.zip_code); // Populate Zip Code\r\n }\r\n });\r\n }\r\n },\r\n city: function (frm) {\r\n // Optionally, sync back to custom_linked_city when the mandatory City field is used\r\n if (!frm.doc.custom_linked_city && frm.doc.city) {\r\n frappe.msgprint(__('Consider selecting a linked city for better accuracy.'));\r\n }\r\n }\r\n});", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2024-12-06 05:15:31.487671", + "module": null, + "name": "Address - Irrigation District Visibility Condition", + "script": "frappe.ui.form.on('Address', {\r\n refresh: function(frm) {\r\n let show_irrigation_district = false;\r\n\r\n // Check if 'is_shipping_address' is checked\r\n if (frm.doc.is_shipping_address) {\r\n // Required companies list\r\n const required_companies = ['Sprinklers Northwest', 'Nuco Yard Care'];\r\n\r\n // Check child table rows\r\n if (frm.doc.custom_linked_companies) {\r\n show_irrigation_district = frm.doc.custom_linked_companies.some(row =>\r\n required_companies.includes(row.company)\r\n );\r\n }\r\n }\r\n\r\n // Show or hide the custom_irrigation_district field\r\n frm.set_df_property('custom_irrigation_district', 'hidden', !show_irrigation_district);\r\n },\r\n\r\n is_service_address: function(frm) {\r\n // Re-run visibility logic when 'is_service_address' changes\r\n frm.trigger('refresh');\r\n },\r\n\r\n custom_linked_companies: function(frm) {\r\n // Re-run visibility logic when the child table is updated\r\n frm.trigger('refresh');\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2024-12-06 05:27:19.840296", + "module": null, + "name": "Address - Installed By Snw Visibility Condition", + "script": "frappe.ui.form.on('Address', {\r\n refresh: function(frm) {\r\n frm.trigger('toggle_irrigation_fields');\r\n },\r\n\r\n custom_installed_by_sprinklers_nw: function(frm) {\r\n frm.trigger('toggle_irrigation_fields');\r\n },\r\n\r\n toggle_irrigation_fields: function(frm) {\r\n const is_installed = frm.doc.custom_installed_by_sprinklers_nw;\r\n\r\n // Toggle visibility for irrigation-related fields\r\n frm.set_df_property('custom_install_month', 'hidden', !is_installed);\r\n frm.set_df_property('custom_install_year', 'hidden', !is_installed);\r\n frm.set_df_property('custom_backflow_test_report', 'hidden', !is_installed);\r\n frm.set_df_property('custom_photo_attachment', 'hidden', !is_installed);\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 0, + "modified": "2024-12-13 07:14:26.487456", + "module": null, + "name": "Address - Google Map Display", + "script": "frappe.ui.form.on('Address', {\r\n refresh: function(frm) {\r\n // Render Google Map if address fields are available and saved\r\n if (!frm.is_new() && frm.doc.address_line1 && frm.doc.city && frm.doc.country) {\r\n frm.trigger('render_google_map');\r\n }\r\n },\r\n\r\n render_google_map: function(frm) {\r\n // Construct the full address string\r\n const address = [\r\n frm.doc.address_line1,\r\n frm.doc.address_line2 || '', // Optional\r\n frm.doc.city,\r\n frm.doc.state || '', // Optional\r\n frm.doc.pincode || '', // Optional\r\n frm.doc.country\r\n ].filter(Boolean).join(', '); // Remove empty fields\r\n\r\n // Replace with your Google Maps API Key\r\n const apiKey = 'AIzaSyB2uNXSQpMp-lGJHIWFpzloWxs76zjkU8Y';\r\n\r\n // Generate the embed URL\r\n const mapUrl = `https://www.google.com/maps/embed/v1/place?key=${apiKey}&q=${encodeURIComponent(address)}`;\r\n\r\n // Render the iframe in the HTML field\r\n frm.fields_dict.custom_google_map.$wrapper.html(`\r\n \r\n `);\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 0, + "modified": "2025-05-15 09:00:39.086280", + "module": null, + "name": "Address - Auto-Filling Mutiple Contact Email and Phone", + "script": "frappe.ui.form.on('Address Contact Role', {\r\n contact: function(frm, cdt, cdn) {\r\n let row = frappe.get_doc(cdt, cdn);\r\n\r\n if (row.contact) {\r\n // Fetch email and phone from the selected Contact\r\n frappe.db.get_doc('Contact', row.contact).then(contact => {\r\n if (contact) {\r\n // Pull primary email and phone from the Contact\r\n row.email = contact.email_id || '';\r\n row.phone = contact.phone || contact.mobile_no || ''; // Prefer phone, fallback to mobile_no\r\n frm.refresh_field('custom_linked_contacts');\r\n }\r\n });\r\n } else {\r\n // Clear fields if no Contact selected\r\n row.email = '';\r\n row.phone = '';\r\n frm.refresh_field('custom_linked_contacts');\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Locate Log", + "enabled": 1, + "modified": "2024-12-11 12:11:35.789512", + "module": null, + "name": "Locate Button", + "script": "frappe.ui.form.on('Locate Log', {\r\n refresh: function(frm) {\r\n // Add the custom button \"Mark as Located\"\r\n if (frm.doc.status !== 'Completed') {\r\n frm.add_custom_button(__('Mark as Located'), function() {\r\n frm.trigger('mark_as_located');\r\n });\r\n }\r\n },\r\n mark_as_located: function(frm) {\r\n // Check if Dig Ticket # is provided\r\n if (!frm.doc.dig_ticket_number) {\r\n frappe.msgprint(__('Please enter a Dig Ticket #.'));\r\n return;\r\n }\r\n\r\n // Trigger the backend method to update the Job Queue and Locate Log\r\n frappe.call({\r\n method: 'my_app.my_module.api.update_locate_log_and_job_queue',\r\n args: {\r\n locate_log: frm.doc.name,\r\n dig_ticket_number: frm.doc.dig_ticket_number\r\n },\r\n callback: function(r) {\r\n if (r.message) {\r\n frappe.msgprint(__('Locate marked as completed.'));\r\n frm.reload_doc(); // Reload the form to reflect changes\r\n }\r\n }\r\n });\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 0, + "modified": "2024-12-11 13:24:02.894613", + "module": null, + "name": "Real-Time Updates for Address -Route Connection", + "script": "frappe.ui.form.on('Assigned Address', {\r\n address_name: function (frm, cdt, cdn) {\r\n const row = locals[cdt][cdn];\r\n\r\n // Ensure the address_name field is set\r\n if (row.address_name) {\r\n // Fetch the custom_confirmation_status from the Address Doctype\r\n frappe.db.get_value('Address', row.address_name, 'custom_confirmation_status', (value) => {\r\n if (value && value.custom_confirmation_status) {\r\n // Set the status in the child table to match the Address confirmation status\r\n frappe.model.set_value(cdt, cdn, 'status', value.custom_confirmation_status);\r\n } else {\r\n // Default to No Response if Address confirmation status is not set\r\n frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n }\r\n });\r\n } else {\r\n // If no address_name is set, default status to No Response\r\n frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n }\r\n }\r\n});\r\n\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 0, + "modified": "2024-12-11 13:09:36.908372", + "module": null, + "name": "Real Time Updates for Address Doctype Connection to Pre-Built", + "script": "frappe.ui.form.on('Address', {\r\n custom_confirmation_status: function (frm) {\r\n // Check if the Service Route is set\r\n if (!frm.doc.custom_service_route) {\r\n frappe.msgprint(__('Service Route is not assigned for this address.'));\r\n return;\r\n }\r\n\r\n // Retrieve the Assigned Address row where this address is linked\r\n frappe.call({\r\n method: 'frappe.client.get_value',\r\n args: {\r\n doctype: 'Assigned Address',\r\n filters: { address_name: frm.doc.name },\r\n fieldname: 'name'\r\n },\r\n callback: function (response) {\r\n if (response.message) {\r\n const assigned_row_name = response.message.name;\r\n // Update the Status in the Assigned Address row\r\n frappe.call({\r\n method: 'frappe.client.set_value',\r\n args: {\r\n doctype: 'Assigned Address',\r\n name: assigned_row_name,\r\n fieldname: 'status',\r\n value: frm.doc.custom_confirmation_status\r\n },\r\n callback: function (response) {\r\n if (!response.exc) {\r\n frappe.msgprint(__('Status updated in Pre-Built Route.'));\r\n }\r\n }\r\n });\r\n } else {\r\n frappe.msgprint(__('This address is not linked to any Pre-Built Route.'));\r\n }\r\n }\r\n });\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2024-12-13 09:14:52.635425", + "module": null, + "name": "Color Code Route Child Table", + "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n refresh: function (frm) {\r\n // Loop through the rows in the Assigned Addresses table\r\n frm.fields_dict['assigned_addresses'].grid.wrapper.find('.grid-row').each(function () {\r\n const row = $(this);\r\n const doc = row.data('doc'); // Get the child table row data\r\n\r\n if (doc && doc.status) {\r\n // Apply color based on the Status field\r\n switch (doc.status) {\r\n case 'Confirmed':\r\n row.css('background-color', '#D4EDDA'); // Green for Scheduled\r\n break;\r\n case 'Reschedule':\r\n row.css('background-color', '#FFF3CD'); // Yellow for Completed\r\n break;\r\n case 'Declined':\r\n row.css('background-color', '#F8D7DA'); // Red for Pending Reschedule\r\n break;\r\n default:\r\n row.css('background-color', '#E2E0E0',); // Reset to default if no match\r\n break;\r\n }\r\n }\r\n });\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2024-12-11 13:25:17.161414", + "module": null, + "name": "Dynamically Update Confirmation Status on Pre-Built Route", + "script": "frappe.ui.form.on('Assigned Address', {\r\n address_name: function (frm, cdt, cdn) {\r\n const row = locals[cdt][cdn];\r\n\r\n // Ensure the address_name field is set\r\n if (row.address_name) {\r\n // Fetch the custom_confirmation_status from the Address Doctype\r\n frappe.db.get_value('Address', row.address_name, 'custom_confirmation_status', (value) => {\r\n if (value && value.custom_confirmation_status) {\r\n // Set the status in the child table to match the Address confirmation status\r\n frappe.model.set_value(cdt, cdn, 'status', value.custom_confirmation_status);\r\n } else {\r\n // Default to No Response if Address confirmation status is not set\r\n frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n }\r\n });\r\n } else {\r\n // If no address_name is set, default status to No Response\r\n frappe.model.set_value(cdt, cdn, 'status', 'No Response');\r\n }\r\n }\r\n});", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 0, + "modified": "2024-12-13 09:03:06.173211", + "module": null, + "name": "Route Map", + "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n refresh: function (frm) {\r\n // Check if Google Maps API is loaded\r\n if (!window.google || !window.google.maps) {\r\n frappe.msgprint(__('Google Maps API is not loaded. Attempting to load...'));\r\n\r\n // Dynamically load the Google Maps API\r\n const script = document.createElement('script');\r\n script.src = `https://maps.googleapis.com/maps/api/js?key=AIzaSyB2uNXSQpMp-lGJHIWFpzloWxs76zjkU8Y`;\r\n script.async = true;\r\n script.defer = true;\r\n\r\n // Call renderMap after the API is loaded\r\n script.onload = function () {\r\n console.log(\"Google Maps API loaded successfully.\");\r\n renderMap(frm); // Render the map after API loads\r\n };\r\n\r\n // Handle API load failure\r\n script.onerror = function () {\r\n frappe.msgprint(__('Failed to load Google Maps API. Please check your API key.'));\r\n };\r\n\r\n document.head.appendChild(script);\r\n } else {\r\n // If API is already loaded, render the map immediately\r\n renderMap(frm);\r\n }\r\n }\r\n});\r\n\r\nfunction renderMap(frm) {\r\n // Ensure the form has assigned addresses\r\n const addresses = frm.doc.assigned_addresses || [];\r\n if (!addresses.length) {\r\n frappe.msgprint(__('No addresses found for this route.'));\r\n return;\r\n }\r\n\r\n // Prepare points for the map\r\n const points = addresses.map((row) => ({\r\n lat: parseFloat(row.latitude || 0),\r\n lng: parseFloat(row.longitude || 0),\r\n status: row.status || 'No Response',\r\n title: row.address_name || 'Unknown Address'\r\n }));\r\n\r\n console.log(\"Map points:\", points); // Debug the points array\r\n\r\n // Define marker colors based on status\r\n const statusColors = {\r\n 'Confirmed': 'green',\r\n 'Reschedule': 'yellow',\r\n 'Decline': 'red',\r\n 'No Response': 'white'\r\n };\r\n\r\n // Initialize map container\r\n const mapContainer = frm.fields_dict['route_map'].wrapper;\r\n mapContainer.innerHTML = '
';\r\n const map = new google.maps.Map(document.getElementById('route-map'), {\r\n zoom: 10,\r\n mapTypeId: 'roadmap'\r\n });\r\n\r\n // Fit map bounds to all points\r\n const bounds = new google.maps.LatLngBounds();\r\n\r\n // Add markers for each point\r\n points.forEach((point) => {\r\n if (point.lat && point.lng) {\r\n const marker = new google.maps.Marker({\r\n position: { lat: point.lat, lng: point.lng },\r\n map: map,\r\n title: point.title,\r\n icon: {\r\n path: google.maps.SymbolPath.CIRCLE,\r\n scale: 8,\r\n fillColor: statusColors[point.status],\r\n fillOpacity: 1,\r\n strokeWeight: 0\r\n }\r\n });\r\n bounds.extend(marker.getPosition());\r\n }\r\n });\r\n\r\n // Adjust map view to fit all markers\r\n if (!bounds.isEmpty()) {\r\n map.fitBounds(bounds);\r\n } else {\r\n frappe.msgprint(__('No valid points to display on the map.'));\r\n }\r\n}\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2025-05-15 12:34:32.006687", + "module": null, + "name": "Test - Update Address Map Display with lat/long", + "script": "frappe.ui.form.on('Address', {\r\n refresh: function(frm) {\r\n frm.trigger('render_google_map');\r\n },\r\n\r\n render_google_map: function(frm) {\r\n if (!frm.is_new() && frm.doc.address_line1 && frm.doc.city && frm.doc.country) {\r\n // Render Google Map if address fields are available and saved\r\n\r\n const address = [\r\n frm.doc.address_line1,\r\n frm.doc.address_line2 || '',\r\n frm.doc.city,\r\n frm.doc.state || '',\r\n frm.doc.pincode || '',\r\n frm.doc.country\r\n ].filter(Boolean).join(', ');\r\n \r\n const apiKey = 'AIzaSyCd3ALZe6wjt3xnc7X_rRItfKAEJugfuZ4';\r\n const mapUrl = `https://www.google.com/maps/embed/v1/place?key=${apiKey}&q=${encodeURIComponent(address)}`;\r\n \r\n frm.fields_dict.custom_google_map.$wrapper.html(`\r\n \r\n `);\r\n } else {\r\n frm.fields_dict.custom_google_map.$wrapper.html('');\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2024-12-13 08:47:49.392360", + "module": null, + "name": "Test - Pull The lat/long into Assigned Address", + "script": "frappe.ui.form.on('Assigned Address', {\r\n address_name: function(frm, cdt, cdn) {\r\n let row = locals[cdt][cdn];\r\n if (row.address_name) {\r\n frappe.db.get_value('Address', row.address_name, ['custom_latitude', 'custom_longitude'], (value) => {\r\n if (value) {\r\n frappe.model.set_value(cdt, cdn, 'latitude', value.custom_latitude);\r\n frappe.model.set_value(cdt, cdn, 'longitude', value.custom_longitude);\r\n } else {\r\n frappe.msgprint(__('Could not fetch coordinates for the selected address.'));\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2024-12-13 09:07:36.356251", + "module": null, + "name": "Test - Render color coded map", + "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n refresh: function(frm) {\r\n // Dynamically load Google Maps API if not already loaded\r\n if (!window.google || !window.google.maps) {\r\n const apiKey = 'AIzaSyCd3ALZe6wjt3xnc7X_rRItfKAEJugfuZ4'; // Replace with your actual API key\r\n const script = document.createElement('script');\r\n script.src = `https://maps.googleapis.com/maps/api/js?key=${apiKey}`;\r\n script.async = true;\r\n script.defer = true;\r\n script.onload = function () {\r\n console.log(\"Google Maps API loaded successfully.\");\r\n renderMap(frm); // Render map after API is loaded\r\n };\r\n script.onerror = function () {\r\n frappe.msgprint(__('Failed to load Google Maps API. Please check your API key.'));\r\n };\r\n document.head.appendChild(script);\r\n return;\r\n }\r\n\r\n // If API is already loaded, render the map immediately\r\n renderMap(frm);\r\n }\r\n});\r\n\r\nfunction renderMap(frm) {\r\n const addresses = frm.doc.assigned_addresses || [];\r\n if (!addresses.length) {\r\n frappe.msgprint(__('No addresses to display on the map.'));\r\n return;\r\n }\r\n\r\n // Prepare points for the map\r\n const points = addresses.map(row => ({\r\n lat: parseFloat(row.latitude || 0),\r\n lng: parseFloat(row.longitude || 0),\r\n status: row.status || 'No Response',\r\n title: row.address_name || 'Unknown Address'\r\n }));\r\n\r\n // Define marker colors based on status\r\n const statusColors = {\r\n 'Confirmed': 'green',\r\n 'Reschedule': 'yellow',\r\n 'Declined': 'red',\r\n 'No Response': 'gray'\r\n };\r\n\r\n const mapContainer = frm.fields_dict['route_map'].wrapper;\r\n mapContainer.innerHTML = '
';\r\n const map = new google.maps.Map(document.getElementById('route-map'), {\r\n zoom: 10,\r\n mapTypeId: 'roadmap'\r\n });\r\n\r\n const bounds = new google.maps.LatLngBounds();\r\n\r\n // Add markers for each point\r\n points.forEach(point => {\r\n if (point.lat && point.lng) {\r\n const marker = new google.maps.Marker({\r\n position: { lat: point.lat, lng: point.lng },\r\n map: map,\r\n title: point.title,\r\n icon: {\r\n path: google.maps.SymbolPath.CIRCLE,\r\n scale: 8,\r\n fillColor: statusColors[point.status],\r\n fillOpacity: 1,\r\n strokeWeight: 0\r\n }\r\n });\r\n bounds.extend(marker.getPosition());\r\n }\r\n });\r\n\r\n if (!bounds.isEmpty()) {\r\n map.fitBounds(bounds);\r\n }\r\n}\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Locate Log", + "enabled": 1, + "modified": "2024-12-16 14:47:43.738700", + "module": null, + "name": "calculated start date", + "script": "frappe.ui.form.on('Your DocType', {\r\n date_located: function(frm) {\r\n if (frm.doc.date_located) {\r\n var input_date = frm.doc.date_located;\r\n var calculated_date = addBusinessDays(input_date, 2);\r\n frm.set_value('legal_start_date', calculated_date);\r\n }\r\n }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n var date = new Date(startDate);\r\n var daysAdded = 0;\r\n \r\n while (daysAdded < numBusinessDays) {\r\n date.setDate(date.getDate() + 1);\r\n // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n daysAdded++;\r\n }\r\n }\r\n \r\n // Return the calculated date in the correct format for ERPNext\r\n return frappe.datetime.add_days(date, 0);\r\n}\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Locate Log", + "enabled": 1, + "modified": "2024-12-16 14:47:43.716572", + "module": null, + "name": "calculated start date-list", + "script": "frappe.ui.form.on('Your DocType', {\r\n date_located: function(frm) {\r\n if (frm.doc.date_located) {\r\n var input_date = frm.doc.date_located;\r\n var calculated_date = addBusinessDays(input_date, 2);\r\n frm.set_value('legal_start_date', calculated_date);\r\n }\r\n }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n var date = new Date(startDate);\r\n var daysAdded = 0;\r\n \r\n while (daysAdded < numBusinessDays) {\r\n date.setDate(date.getDate() + 1);\r\n // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n daysAdded++;\r\n }\r\n }\r\n \r\n // Return the calculated date in the correct format for ERPNext\r\n return frappe.datetime.add_days(date, 0);\r\n}\r\n", + "view": "List" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Locate Log", + "enabled": 1, + "modified": "2024-12-16 14:47:18.813864", + "module": null, + "name": "expiration date", + "script": "frappe.ui.form.on('Your DocType', {\r\n // Trigger when the \"Marked as Located\" button is clicked\r\n refresh: function(frm) {\r\n frm.add_custom_button(__('Marked as Located'), function() {\r\n update_expiration_date(frm);\r\n });\r\n }\r\n});\r\n\r\n// Function to update the expiration_date based on legal_start_date and state\r\nfunction update_expiration_date(frm) {\r\n if (frm.doc.legal_start_date && frm.doc.state) {\r\n var legalStartDate = frm.doc.legal_start_date;\r\n var expirationDate = null;\r\n \r\n // Check the state and calculate expiration date accordingly\r\n if (frm.doc.state === \"ID\") {\r\n expirationDate = frappe.datetime.add_days(legalStartDate, 28); // 28 days for ID\r\n } else if (frm.doc.state === \"WA\") {\r\n expirationDate = frappe.datetime.add_days(legalStartDate, 45); // 45 days for WA\r\n }\r\n\r\n // Set the calculated expiration date if a valid state is selected\r\n if (expirationDate) {\r\n frm.set_value('expiration_date', expirationDate);\r\n frappe.msgprint(__('Expiration Date has been calculated and updated.'));\r\n } else {\r\n frappe.msgprint(__('Please make sure both legal start date and state are filled.'));\r\n }\r\n } else {\r\n frappe.msgprint(__('Please make sure both legal start date and state are filled.'));\r\n }\r\n}\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Locate Log", + "enabled": 1, + "modified": "2024-12-16 14:53:13.214793", + "module": null, + "name": "expiration date -list", + "script": "frappe.ui.form.on('Your DocType', {\r\n date_located: function(frm) {\r\n if (frm.doc.date_located) {\r\n var input_date = frm.doc.date_located;\r\n var calculated_date = addBusinessDays(input_date, 30);\r\n frm.set_value('expiration_date', calculated_date);\r\n }\r\n }\r\n});\r\n\r\n// Function to calculate date after a specified number of business days\r\nfunction addBusinessDays(startDate, numBusinessDays) {\r\n var date = new Date(startDate);\r\n var daysAdded = 0;\r\n \r\n while (daysAdded < numBusinessDays) {\r\n date.setDate(date.getDate() + 1);\r\n // Check if the new date is a weekend (Saturday = 6, Sunday = 0)\r\n if (date.getDay() !== 0 && date.getDay() !== 6) {\r\n daysAdded++;\r\n }\r\n }\r\n \r\n // Return the calculated date in the correct format for ERPNext\r\n return frappe.datetime.add_days(date, 0);\r\n}\r\n", + "view": "List" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Quotation", + "enabled": 0, + "modified": "2025-01-24 13:24:25.882893", + "module": null, + "name": "Auto populate address from customer - test", + "script": "frappe.ui.form.on('Quotation', {\r\n customer: function(frm) {\r\n // Trigger when the customer field is set or changed\r\n if (frm.doc.customer) {\r\n frappe.call({\r\n method: 'frappe.client.get_value',\r\n args: {\r\n doctype: 'Customer',\r\n filters: { name: frm.doc.customer },\r\n fieldname: 'address_html'\r\n },\r\n callback: function(response) {\r\n if (response.message && response.message.address_html) {\r\n // Set the customer_address field in the Quotation\r\n frm.set_value('customer_address', response.message.address_html);\r\n } else {\r\n frappe.msgprint(__('No address found for the selected customer.'));\r\n }\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 0, + "modified": "2025-01-24 14:05:52.607856", + "module": "Brotherton SOP", + "name": "address concatenate", + "script": "frappe.ui.form.on('
', {\n validate: function(frm) {\n // Concatenate the fields\n frm.set_value('address_line1', \n (frm.doc.custom_street_number || '') + ', ' + \n (frm.doc.custom_directional || '') + ', ' + \n (frm.doc.custom_street_name || '') + ', ' + \n (frm.doc.custom_street_suffix || '')\n );\n }\n});", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2025-05-15 12:30:18.280633", + "module": null, + "name": "Address Validation", + "script": "const renameInProgress = new Set();\r\nfunction rename(frm) {\r\n const newName = frm.doc.address_line1;\r\n if (!renameInProgress.has(newName)) {\r\n renameInProgress.add(newName);\r\n return frappe.call({\r\n method: 'frappe.rename_doc',\r\n freeze: true,\r\n \t\tfreeze_message: \"Updating name...\",\r\n args: {\r\n doctype: 'Address',\r\n old: frm.doc.name,\r\n new: newName,\r\n merge: 0\r\n },\r\n \r\n // From https://github.com/frappe/frappe/blob/f708acb59e3cdc9ec1a91bcdfc0f36d6d012cbf5/frappe/public/js/frappe/model/model.js#L787\r\n callback: function (r, rt) {\r\n \t\t\tif (!r.exc) {\r\n \t\t\t\t$(document).trigger(\"rename\", [\r\n \t\t\t\t\t'Address',\r\n \t\t\t\t\tfrm.doc.name,\r\n \t\t\t\t\tr.message || newName,\r\n \t\t\t\t]);\r\n \t\t\t}\r\n \t\t\trenameInProgress.delete(newName);\r\n \t\t},\r\n })\r\n }\r\n}\r\n\r\nfrappe.ui.form.on('Address', {\r\n // Trigger validation and formatting on refresh\r\n refresh: function (frm) {\r\n // Trigger field validation when the form is refreshed\r\n frm.trigger('format_address_fields');\r\n \r\n // Rename to remove appended type, if needed\r\n if (!frm.is_new() && frm.doc.name !== frm.doc.address_line1 && frm.doc.address_type === \"Other\") {\r\n // Trial and error, seems like 1 second is needed to not cause issues\r\n setTimeout(() => rename(frm), 1000);\r\n }\r\n },\r\n\r\n // Watch for changes in address_line1 and address_line2 fields\r\n address_line1: function (frm) {\r\n frm.trigger('format_address_fields');\r\n if (frm.doc.address_line1 && frm.doc.address_title !== frm.doc.address_line1) {\r\n frm.set_value('address_title', frm.doc.address_line1);\r\n }\r\n },\r\n address_line2: function (frm) {\r\n frm.trigger('format_address_fields');\r\n },\r\n\r\n // Format and validate address fields\r\n format_address_fields: function (frm) {\r\n // Helper function to capitalize text and remove punctuation\r\n function format_text(field) {\r\n let value = frm.doc[field] || '';\r\n // Remove punctuation and capitalize the text\r\n let formatted_value = value\r\n .replace(/[.,!?;:']/g, '') // Remove punctuation\r\n .toUpperCase(); // Capitalize text\r\n return formatted_value;\r\n }\r\n\r\n // Format address_line1 and address_line2\r\n const formatted_line1 = format_text('address_line1');\r\n const formatted_line2 = format_text('address_line2');\r\n\r\n // Set the formatted values back to the form\r\n if (formatted_line1 !== frm.doc.address_line1) {\r\n frm.set_value('address_line1', formatted_line1);\r\n }\r\n if (formatted_line2 !== frm.doc.address_line2) {\r\n frm.set_value('address_line2', formatted_line2);\r\n }\r\n\r\n // Validate if punctuation exists (after formatting)\r\n if (/[.,!?;:']/.test(frm.doc.address_line1) || /[.,!?;:']/.test(frm.doc.address_line2)) {\r\n frappe.msgprint(__('Punctuation is not allowed in address fields.'));\r\n }\r\n },\r\n\r\n // Before saving the document, validate the fields\r\n validate: function (frm) {\r\n const invalidFields = [];\r\n\r\n // Check if punctuation still exists in address fields\r\n ['address_line1', 'address_line2'].forEach(field => {\r\n if (/[.,!?;:']/.test(frm.doc[field])) {\r\n invalidFields.push(field);\r\n }\r\n });\r\n\r\n // If invalid fields exist, stop the save process and alert the user\r\n if (invalidFields.length > 0) {\r\n frappe.msgprint(__('Punctuation is not allowed in address fields: ') + invalidFields.join(', '));\r\n frappe.validated = false; // Prevent saving\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "QB Export", + "enabled": 1, + "modified": "2025-02-04 03:12:39.473331", + "module": null, + "name": "QB Export", + "script": "frappe.ui.form.on('QB Export', {\n\tonload(frm) {\n\t if (!frm.doc.start_date) frm.doc.start_date = new Date(new Date().getFullYear(), new Date().getMonth()-1)\n if (!frm.doc.end_date) frm.doc.end_date = new Date(new Date().getFullYear(), new Date().getMonth(), 0)\n }\n})", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Customer", + "enabled": 1, + "modified": "2025-02-05 05:28:54.588303", + "module": null, + "name": "Customer - Allow Multiple Addresses To Be Asssigned", + "script": "frappe.ui.form.on('Custom Customer Address Link', {\r\n address_name: function(frm, cdt, cdn) {\r\n let row = locals[cdt][cdn];\r\n \r\n if (row.address_name) {\r\n frappe.call({\r\n method: \"frappe.client.get\",\r\n args: {\r\n doctype: \"Address\",\r\n name: row.address_name\r\n },\r\n callback: function(r) {\r\n if (r.message) {\r\n frappe.model.set_value(cdt, cdn, \"address_line1\", r.message.address_line1);\r\n frappe.model.set_value(cdt, cdn, \"city\", r.message.city);\r\n frappe.model.set_value(cdt, cdn, \"state\", r.message.state);\r\n frappe.model.set_value(cdt, cdn, \"pincode\", r.message.pincode);\r\n frappe.model.set_value(cdt, cdn, \"address_type\", r.message.address_type);\r\n }\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Sales Order", + "enabled": 1, + "modified": "2025-03-05 05:13:03.150519", + "module": null, + "name": "Carry Over Installation Address", + "script": "frappe.ui.form.on(\"Sales Order\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.quotation) {\r\n frappe.db.get_value(\"Quotation\", frm.doc.quotation, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n \r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Sales Invoice", + "enabled": 1, + "modified": "2025-03-05 05:13:42.768423", + "module": null, + "name": "Quotation to Sales Invoice Carry Over", + "script": "frappe.ui.form.on(\"Sales Invoice\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.quotation) {\r\n frappe.db.get_value(\"Quotation\", frm.doc.quotation, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Work Order", + "enabled": 1, + "modified": "2025-03-05 07:09:42.680637", + "module": null, + "name": "Sales Order to Work Order Carry Over", + "script": "frappe.ui.form.on(\"Work Order\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.sales_order) {\r\n frappe.db.get_value(\"Sales Order\", frm.doc.sales_order, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Delivery Note", + "enabled": 1, + "modified": "2025-03-05 05:15:06.408083", + "module": null, + "name": "Sales Order to Delivery Note Carry Over", + "script": "frappe.ui.form.on(\"Delivery Note\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.against_sales_order) {\r\n frappe.db.get_value(\"Sales Order\", frm.doc.against_sales_order, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Payment Entry", + "enabled": 1, + "modified": "2025-04-25 04:17:25.626671", + "module": null, + "name": "Sales Invoice to Payment Entry Carry Over", + "script": "frappe.ui.form.on(\"Payment Entry\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.reference_doctype && frm.doc.reference_name) {\r\n let source_doctype = frm.doc.reference_doctype;\r\n let source_name = frm.doc.reference_name;\r\n\r\n frappe.db.get_value(\"Sales Invoice\", frm.doc.sales_invoice, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Job Card", + "enabled": 1, + "modified": "2025-03-05 05:22:37.566028", + "module": null, + "name": "Work Order to Job Card Carry Over", + "script": "frappe.ui.form.on(\"Job Card\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.work_order) {\r\n frappe.db.get_value(\"Work Order\", frm.doc.work_order, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_jobsite\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Project", + "enabled": 1, + "modified": "2025-03-05 05:19:29.828616", + "module": null, + "name": "Sales Order to Project Carry Over", + "script": "frappe.ui.form.on(\"Project\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.sales_order) {\r\n frappe.db.get_value(\"Sales Order\", frm.doc.sales_order, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message && r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2025-09-02 11:38:09.302073", + "module": null, + "name": "Buttons on Address Doctype", + "script": "frappe.ui.form.on(\"Address\", {\r\n refresh: function (frm) {\r\n if (!frm.is_new()) {\r\n frm.add_custom_button(__('Schedule On-Site Meeting'), function () {\r\n sessionStorage.setItem('on-site-meeting-address', frm.doc.name);\r\n frappe.set_route(\"List\", \"On-Site Meeting\", \"Calendar\", \"On-Site Meeting Calendar\");\r\n }, __(\"Create\"));\r\n \r\n // Add button to create a Sales Order\r\n frm.add_custom_button(__('Create Sales Order'), function () {\r\n frappe.new_doc('Sales Order', {\r\n custom_installation_address: frm.doc.name,\r\n customer: frm.doc.custom_customer_to_bill\r\n });\r\n }, __(\"Create\"));\r\n \r\n // Add button to create a Quotation\r\n frm.add_custom_button(__('Create Quotation'), function () {\r\n frappe.new_doc('Quotation', {\r\n custom_installation_address: frm.doc.name,\r\n quotation_to: 'Customer',\r\n party_name: frm.doc.custom_customer_to_bill\r\n });\r\n }, __(\"Create\"));\r\n // Add button to create a new Service Appointment\r\n frm.add_custom_button(__('Create Service Appointment'), function() {\r\n frappe.new_doc('Service Appointment', {\r\n //custom_location_of_meeting: frm.doc.name,\r\n contact: frm.doc.custom_customer_to_bill\r\n });\r\n }, __(\"Create\"));\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "On-Site Meeting", + "enabled": 1, + "modified": "2025-04-17 12:19:42.335880", + "module": null, + "name": "On-Site Meeting - autofill address from session Enabled", + "script": "frappe.ui.form.on('On-Site Meeting', {\n\tonload(frm) {\n\t if (sessionStorage.getItem('on-site-meeting-address')) {\n\t frm.set_value('address', sessionStorage.getItem('on-site-meeting-address'));\n\t console.log('start_time', frm.doc.start_time)\n\t if (frm.doc.start_time) {\n\t frm.save();\n\t }\n\t }\n\t},\n\tvalidate(frm) {\n\t let end = new Date(frm.doc.start_time + \" GMT\");\n\t end.setHours(end.getHours() + 1)\n\t frm.set_value('end_time', end.toISOString().replace('T', ' ').split('.')[0]);\n\t},\n\tafter_save(frm) {\n\t console.log('on submit')\n\t if (frm.doc.address === sessionStorage.getItem('on-site-meeting-address')) {\n\t frappe.set_route('Form', 'Address', frm.doc.address);\n\t }\n\t sessionStorage.removeItem('on-site-meeting-address');\n\t},\n\tafter_cancel(frm) {\n\t sessionStorage.removeItem('on-site-meeting-address');\n\t},\n\tafter_discard(frm) {\n\t sessionStorage.removeItem('on-site-meeting-address');\n\t},\n})", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Quotation", + "enabled": 1, + "modified": "2025-05-08 13:56:46.345762", + "module": null, + "name": "Quick-send quote button (SNW)", + "script": "frappe.ui.form.on('Quotation', {\n\trefresh(frm) {\n\t if (frm.doc.status == \"Open\" && frm.doc.company == \"Sprinklers Northwest\") {\n \t\tfrm.add_custom_button(__('Send Email'), async function () {\n \t\t const party = frm.doc.quotation_to && frm.doc.party_name ? await frappe.db.get_doc(frm.doc.quotation_to, frm.doc.party_name) : null;\n \t\t const address = frm.doc.custom_installation_address ? await frappe.db.get_doc('Address', frm.doc.custom_installation_address) : null;\n \t\t \n \t\t let email = null;\n \t\t if (party && party.email_id) {\n \t\t email = party.email_id;\n \t\t } else if (party && party.email_ids && party.email_ids.length) {\n \t\t const primary = party.email_ids.find(email => email.is_primary);\n \t\t if (primary) email = primary.email_id;\n \t\t else email = party.email_ids[0].email_id;\n \t\t } else if (address && address.email_id) {\n \t\t email = address.email_id;\n \t\t }\n \t\t \n \t\t if (!email) {\n \t\t frappe.msgprint(\"No email on customer or address\");\n \t\t return;\n \t\t }\n \t\t \n frappe.confirm(`Send quote to ${frm.doc.party_name} (${email})?`,\n async () => {\n const { message: { subject, message } } = await frappe.call({\n method: \"frappe.email.doctype.email_template.email_template.get_email_template\",\n type: \"POST\",\n args: {\n template_name: 'Quote with Actions - SNW',\n doc: frm.doc\n }\n });\n \n await frappe.call({\n method: \"frappe.core.doctype.communication.email.make\",\n type: 'POST',\n args: {\n recipients: email, \n subject,\n content: message,\n doctype: 'Quotation',\n name: frm.doc.name,\n send_email: 1,\n send_me_a_copy: 0,\n print_format: 'SNW Quotations',\n email_template: 'Quote with Actions - SNW',\n read_receipt: 1,\n print_letterhead: 1\n }\n });\n \n frappe.msgprint(\"Email Queued\");\n },\n null\n );\n });\n\t }\n\t}\n})", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Payment Entry", + "enabled": 1, + "modified": "2025-05-02 11:03:34.086145", + "module": null, + "name": "Installation Address Carry Over from Sales Order to Payment Address", + "script": "frappe.ui.form.on(\"Payment Entry\", {\r\n onload: function(frm) {\r\n if (!frm.doc.custom_installation_address && frm.doc.against_sales_order) {\r\n frappe.db.get_value(\"Sales Order\", frm.doc.against_sales_order, \"custom_installation_address\")\r\n .then(r => {\r\n if (r.message.custom_installation_address) {\r\n frm.set_value(\"custom_installation_address\", r.message.custom_installation_address);\r\n }\r\n });\r\n }\r\n }\r\n});\r\n\r\n\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Payment Entry", + "enabled": 1, + "modified": "2025-05-08 13:20:53.255294", + "module": null, + "name": "Fetch billing customer from installation address", + "script": "frappe.ui.form.on('Payment Entry', {\n\tcustom_installation_address(frm) {\n\t if (frm.doc.custom_installation_address) {\n\t frappe.db.get_doc('Address', frm.doc.custom_installation_address).then(doc => {\n frm.set_value('party_type', 'Customer')\n frm.set_value('party', doc.custom_customer_to_bill)\n })\n\t }\n\t}\n})", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2025-06-17 02:12:53.095227", + "module": null, + "name": "Filter Route Technicians by Role", + "script": "frappe.ui.form.on('Pre-Built Routes', {\r\n onload: function(frm) {\r\n\r\n // Filter Crew Leader: Only show employees with designation = \"Crew Lead\"\r\n frm.set_query('crew_leader', () => {\r\n return {\r\n filters: {\r\n designation: 'Crew Lead',\r\n status: 'Active'\r\n }\r\n };\r\n });\r\n\r\n // Filter Technicians: Only show active employees who are NOT crew leads\r\n frm.fields_dict['assigned_technicians'].grid.get_field('employee').get_query = function() {\r\n return {\r\n filters: [\r\n ['designation', '!=', 'Crew Lead'],\r\n ['status', '=', 'Active']\r\n ]\r\n };\r\n };\r\n\r\n },\r\n\r\n // Optional: Prevent assigning crew leader as a technician too\r\n validate: function(frm) {\r\n let crew_leader = frm.doc.crew_leader;\r\n let techs = frm.doc.assigned_technicians || [];\r\n\r\n let duplicate = techs.find(row => row.employee === crew_leader);\r\n if (duplicate) {\r\n frappe.msgprint(__('Crew Leader cannot be listed as a Technician.'));\r\n frappe.validated = false;\r\n }\r\n }\r\n});\r\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Pre-Built Routes", + "enabled": 1, + "modified": "2025-06-17 02:20:56.937981", + "module": null, + "name": "Auto-Fetch Relevant Sales Order", + "script": "// Trigger this logic whenever the address_name field is changed\nfrappe.ui.form.on('Assigned Address', {\n address_name: function(frm, cdt, cdn) {\n let row = locals[cdt][cdn];\n// Exit early if no address is selected\n if (!row.address_name) return;\n // Call the server to fetch all Sales Orders with this installation address\n frappe.call({\n method: \"frappe.client.get_list\",\n args: {\n doctype: \"Sales Order\",\n filters: {\n custom_installation_address: row.address_name\n },\n fields: [\"name\", \"customer\", \"transaction_date\", \"status\", \"grand_total\"]\n },\n callback: function(response) {\n const orders = response.message;\n // Case: No Sales Orders found\n if (!orders || orders.length === 0) {\n frappe.msgprint(\"No Sales Orders found for this address.\");\n frappe.model.set_value(cdt, cdn, \"linked_sales_order\", \"\");\n return;\n }\n // Case: Exactly one Sales Order found ā€” auto-select it\n if (orders.length === 1) {\n frappe.model.set_value(cdt, cdn, \"linked_sales_order\", orders[0].name);\n return;\n }\n\n // Case: Multiple Sales Orders found ā€” show a dialog to select one\n\n // Create a user-friendly list of options for the select field\n const options = orders.map(order => {\n return {\n label: `${order.name} | ${order.customer} | ${frappe.datetime.str_to_user(order.transaction_date)} | ${order.status} | $${order.grand_total}`,\n value: order.name\n };\n });\n // Define and show a custom dialog for selecting the appropriate Sales Order\n const dialog = new frappe.ui.Dialog({\n title: \"Select Sales Order for \" + row.address_name,\n fields: [\n {\n fieldname: 'selected_so',\n label: 'Sales Order',\n fieldtype: 'Select',\n options: options,\n reqd: 1\n }\n ],\n primary_action_label: 'Select',\n primary_action(values) {\n frappe.model.set_value(cdt, cdn, \"linked_sales_order\", values.selected_so);\n dialog.hide();\n }\n });\n\n dialog.show();\n }\n });\n }\n});\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Project", + "enabled": 1, + "modified": "2025-08-29 17:31:31.663751", + "module": null, + "name": "Project Warranty Countdown", + "script": "frappe.ui.form.on('Project', {\n\trefresh(frm) {\n\t\tif (frm.doc.status == \"Completed\" && frm.doc.project_template == \"SNW Install\") {\n\t\t let message;\n\t\t const days = Math.abs(frappe.datetime.get_day_diff(frm.doc.custom_warranty_expiration_date, frm.doc.custom_completion_date));\n\t\t let dayMessage = days == 1 ? \"day\" : \"days\";\n\t\t if (frappe.datetime.get_today() <= frm.doc.custom_warranty_expiration_date) {\n\t\t message = `Warranty is valid for ${days} more ${dayMessage}`;\n\t\t } else {\n\t\t message = `Warranty has expired ${days} ${dayMessage} ago.`;\n\t\t }\n\t\t frm.set_value(\"custom_warranty_information\", message);\n\t\t}\n\t}\n});\n", + "view": "Form" + }, + { + "docstatus": 0, + "doctype": "Client Script", + "dt": "Address", + "enabled": 1, + "modified": "2025-05-15 09:21:20.813661", + "module": null, + "name": "Address Error Fix", + "script": "frappe.ui.form.on('Address', {\r\n validate: function (frm) {\r\n // Default value for the custom field (if it doesn't exist in Address DocType)\r\n if (!frm.doc.hasOwnProperty('custom_is_your_company_address')) {\r\n frm.doc.custom_is_your_company_address = false;\r\n }\r\n\r\n // Custom validation logic\r\n // if (frm.doc.custom_is_your_company_address && !frm.doc.some_other_field) {\r\n // frappe.throw(__('Please ensure that the required fields are filled out for Company Address.'));\r\n // }\r\n }\r\n});\r\n", + "view": "Form" + } +] \ No newline at end of file diff --git a/custom_ui/fixtures/custom_field.json b/custom_ui/fixtures/custom_field.json index 0637a08..3c84506 100644 --- a/custom_ui/fixtures/custom_field.json +++ b/custom_ui/fixtures/custom_field.json @@ -1 +1,16019 @@ -[] \ No newline at end of file +[ + { + "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, + "docstatus": 0, + "doctype": "Custom Field", + "dt": "Supplier", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "irs_1099", + "fieldtype": "Check", + "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": "tax_id", + "is_system_generated": 1, + "is_virtual": 0, + "label": "Is IRS 1099 reporting required for supplier?", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2024-04-03 13:53:07.662611", + "module": null, + "name": "Supplier-irs_1099", + "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, + "translatable": 0, + "unique": 0, + "width": null + }, + { + "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, + "docstatus": 0, + "doctype": "Custom Field", + "dt": "Sales Order", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "exempt_from_sales_tax", + "fieldtype": "Check", + "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": "taxes_and_charges", + "is_system_generated": 1, + "is_virtual": 0, + "label": "Is customer exempted from sales tax?", + "length": 0, + "link_filters": null, + "mandatory_depends_on": null, + "modified": "2024-04-03 13:53:07.674608", + "module": null, + "name": "Sales Order-exempt_from_sales_tax", + "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, + "translatable": 0, + "unique": 0, + "width": null + }, + { + "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, + "docstatus": 0, + "doctype": "Custom Field", + "dt": "Sales Invoice", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "exempt_from_sales_tax", + "fieldtype": "Check", + "hidden": 0, + "hide_border": 0, + "hide_days": 0, + "hide_seconds": 0, + 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"property": "in_standard_filter", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "contact_person", + "is_system_generated": 0, + "modified": "2025-02-13 16:54:14.999237", + "module": null, + "name": "Sales Order-contact_person-fetch_from", + "property": "fetch_from", + "property_type": "Small Text", + "row_name": null, + "value": "customer.customer_primary_contact" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "shipping_address_name", + "is_system_generated": 0, + "modified": "2025-02-13 16:56:07.585428", + "module": null, + "name": "Sales Order-shipping_address_name-print_hide", + "property": "print_hide", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "shipping_address_name", + "is_system_generated": 0, + "modified": "2025-02-13 16:56:07.690228", + "module": null, + "name": "Sales Order-shipping_address_name-allow_on_submit", + "property": "allow_on_submit", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Maintenance Visit", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocType", + "field_name": null, + "is_system_generated": 0, + "modified": "2025-02-13 17:03:23.638985", + "module": null, + "name": "Maintenance Visit-main-field_order", + "property": "field_order", + "property_type": "Data", + "row_name": null, + "value": "[\"customer_details\", \"column_break0\", \"naming_series\", \"customer\", \"customer_name\", \"service_address\", \"address_display\", \"contact_display\", \"contact_mobile\", \"contact_email\", \"maintenance_schedule\", \"maintenance_schedule_detail\", \"column_break1\", \"mntc_date\", \"mntc_time\", \"maintenance_details\", \"completion_status\", \"column_break_14\", \"maintenance_type\", \"section_break0\", \"purposes\", \"more_info\", \"customer_feedback\", \"col_break3\", \"status\", \"amended_from\", \"company\", \"contact_info_section\", \"customer_address\", \"contact_person\", \"col_break4\", \"territory\", \"customer_group\"]" + }, + { + "default_value": null, + "doc_type": "Address", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "custom_scheduled_date", + "is_system_generated": 1, + "modified": "2025-05-02 09:18:30.379676", + "module": null, + "name": "Address-custom_scheduled_date-in_list_view", + "property": "in_list_view", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "naming_series", + "is_system_generated": 0, + "modified": "2025-02-14 12:45:32.761392", + "module": null, + "name": "Sales Order-naming_series-print_hide", + "property": "print_hide", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer", + "is_system_generated": 0, + "modified": "2025-02-14 12:45:32.863386", + "module": null, + "name": "Sales Order-customer-print_hide", + "property": "print_hide", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer", + "is_system_generated": 0, + "modified": "2025-02-14 12:48:58.825714", + "module": null, + "name": "Sales Order-customer-in_list_view", + "property": "in_list_view", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer", + "is_system_generated": 0, + "modified": "2025-02-14 12:48:58.922184", + "module": null, + "name": "Sales Order-customer-in_global_search", + "property": "in_global_search", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer", + "is_system_generated": 0, + "modified": "2025-02-14 12:48:58.999371", + "module": null, + "name": "Sales Order-customer-bold", + "property": "bold", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer_name", + "is_system_generated": 0, + "modified": "2025-02-14 12:49:32.529560", + "module": null, + "name": "Sales Order-customer_name-in_standard_filter", + "property": "in_standard_filter", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer_name", + "is_system_generated": 0, + "modified": "2025-02-14 12:49:32.628562", + "module": null, + "name": "Sales Order-customer_name-bold", + "property": "bold", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer", + "is_system_generated": 0, + "modified": "2025-02-14 12:50:42.166308", + "module": null, + "name": "Sales Order-customer-in_standard_filter", + "property": "in_standard_filter", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "customer_name", + "is_system_generated": 0, + "modified": "2025-02-14 12:50:42.260536", + "module": null, + "name": "Sales Order-customer_name-in_global_search", + "property": "in_global_search", + "property_type": "Check", + "row_name": null, + "value": "0" + }, + { + "default_value": null, + "doc_type": "Quotation", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "order_type", + "is_system_generated": 1, + "modified": "2025-02-14 13:02:53.576756", + "module": null, + "name": "Quotation-order_type-in_list_view", + "property": "in_list_view", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Quotation", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "shipping_address_name", + "is_system_generated": 1, + "modified": "2025-02-14 13:02:53.638283", + "module": null, + "name": "Quotation-shipping_address_name-in_list_view", + "property": "in_list_view", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Quotation", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocField", + "field_name": "contact_mobile", + "is_system_generated": 1, + "modified": "2025-02-14 13:02:53.646819", + "module": null, + "name": "Quotation-contact_mobile-in_list_view", + "property": "in_list_view", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocType", + "field_name": null, + "is_system_generated": 0, + "modified": "2025-02-14 13:28:37.740127", + "module": null, + "name": "Sales Order-main-translated_doctype", + "property": "translated_doctype", + "property_type": "Check", + "row_name": null, + "value": "1" + }, + { + "default_value": null, + "doc_type": "Sales Order", + "docstatus": 0, + "doctype": "Property Setter", + "doctype_or_field": "DocType", + "field_name": null, + "is_system_generated": 0, + "modified": "2025-02-14 13:31:18.220000", + "module": null, + "name": "Sales Order-main-is_calendar_and_gantt", + "property": "is_calendar_and_gantt", + "property_type": "Check", + "row_name": null, + "value": "1" + } +] \ No newline at end of file diff --git a/custom_ui/fixtures/server_script.json b/custom_ui/fixtures/server_script.json new file mode 100644 index 0000000..3f8bd06 --- /dev/null +++ b/custom_ui/fixtures/server_script.json @@ -0,0 +1,515 @@ +[ + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 1, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2024-12-11 10:38:15.324777", + "module": null, + "name": "Auto-Populating Assigned Addresses", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Pre-Built Routes", + "script": "# Ensure Area/Zone is selected\r\nif not doc.areazone:\r\n frappe.throw(\"Please select an Area/Zone before saving the route.\")\r\n\r\n# Fetch addresses linked to the selected Area/Zone\r\naddresses = frappe.get_all(\r\n \"Address\", \r\n filters={\"area_zone\": doc.areazone},\r\n fields=[\"name\", \"address_line1\", \"city\"]\r\n)\r\n\r\n# Get existing assigned addresses across all routes to avoid duplicates\r\nexisting_addresses = frappe.get_all(\r\n \"Assigned Addresses\",\r\n fields=[\"address\"],\r\n distinct=True\r\n)\r\nexisting_address_names = [entry[\"address\"] for entry in existing_addresses]\r\n\r\n# Clear the current child table to avoid duplication on re-save\r\ndoc.assigned_addresses = []\r\n\r\n# Populate the child table\r\nfor address in addresses:\r\n if address[\"name\"] not in existing_address_names:\r\n doc.append(\"assigned_addresses\", {\r\n \"address\": address[\"name\"],\r\n \"address_line1\": address[\"address_line1\"],\r\n \"city\": address[\"city\"]\r\n })\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2024-12-11 12:59:24.278281", + "module": null, + "name": "Connecting Addresses To Route Numbers", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Pre-Built Routes", + "script": "# Iterate over Assigned Addresses in the Pre-Built Route\r\nfor assigned in doc.assigned_addresses:\r\n # Ensure the address_name field is not empty\r\n if not assigned.address_name:\r\n frappe.throw(f\"Address is missing for an entry in the Assigned Addresses table.\")\r\n \r\n # Fetch the corresponding Address record using address_name\r\n address = frappe.get_doc(\"Address\", assigned.address_name)\r\n \r\n # Update the Service Route (Route Number) in Address\r\n address.custom_service_route = doc.name # Use `doc.name` for the final Route Number\r\n\r\n # Sync the Confirmation Status from Assigned Address to Address\r\n address.custom_confirmation_status = assigned.status\r\n\r\n \r\n\r\n # Save the updated Address record\r\n address.save(ignore_permissions=True)\r\n \r\n # Update the Assigned Address child table with the latest Confirmation Status\r\n assigned.status = address.custom_confirmation_status\r\n\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2024-12-12 13:57:00.619063", + "module": "Programming Module", + "name": "dig ticket dates", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Locate Log", + "script": "\r\n\r\n\r\n# Helper function to calculate the legal start date (2 business days after the locate date)\r\ndef calculate_legal_start_date(locate_date):\r\n # Add 2 business days to the locate date (exclude weekends)\r\n current_date = getdate(locate_date)\r\n while True:\r\n current_date = add_days(current_date, 1)\r\n if current_date.weekday() < 5: # Weekdays are 0-4 (Monday to Friday)\r\n if current_date.weekday() == 4: # If it's Friday, skip to Monday\r\n current_date = add_days(current_date, 2)\r\n break\r\n return current_date\r\n\r\n# Helper function to calculate the expiration date based on the state\r\ndef calculate_expiration_date(state, locate_date):\r\n expiration_days = 45 if state == 'Washington' else 28\r\n expiration_date = add_days(locate_date, expiration_days)\r\n return expiration_date\r\n \r\n \r\n\r\n # Calculate the legal start date and expiration date\r\n legal_start_date = calculate_legal_start_date(locate_date)\r\n expiration_date = calculate_expiration_date(state, locate_date)\r\n\r\n ", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 1, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2024-12-18 11:41:19.792616", + "module": "ERPNext Integrations", + "name": "Automate Job queue creation", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Sales Order", + "script": "# Trigger: Before Save\r\nif doc.company == \"Lowe Fencing\":\r\n # Check if a Fencing Job Queue entry already exists for this Sales Order\r\n existing_job = frappe.db.exists(\"Fencing Job Queue\", {\"sales_order\": doc.name})\r\n \r\n if not existing_job:\r\n # Create a new Fencing Job Queue entry\r\n new_job = frappe.get_doc({\r\n \"doctype\": \"Fencing Job Queue\",\r\n \"sales_order\": doc.name,\r\n \"customer\": doc.customer,\r\n \"job_description\": doc.get(\"job_description\", \"No description provided\"), # Modify if necessary\r\n \"status\": \"Pending\"\r\n })\r\n new_job.insert()\r\n frappe.msgprint(f\"Fencing Job Queue entry created for Sales Order {doc.name}.\")\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-02-04 03:26:51.295414", + "module": null, + "name": "QB Export Generate Entries", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "QB Export", + "script": "\naccounts = frappe.db.get_list('GL Entry',\n fields=[\n 'account',\n 'sum(debit) as debits',\n 'sum(credit) as credits'\n ],\n group_by='account',\n filters={\n 'company': doc.company,\n 'posting_date': ['between', [doc.start_date, doc.end_date]]\n }\n)\n\nfor account in accounts:\n doc.append('entries', dict(\n doctype = \"QB Export Entry\",\n account = account.account,\n debits = account.debits,\n credits = account.credits\n ))\n \ndoc.save()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-03-05 06:21:11.448124", + "module": null, + "name": "Prevent duplicate customer", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Customer", + "script": "if frappe.db.exists(\"Customer\", {\"customer_name\": doc.customer_name}):\r\n frappe.throw(f\"Customer with the name '{doc.customer_name}' already exists\")\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": "create_deposit", + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-02-26 10:50:57.293076", + "module": "Accounts", + "name": "API - Create Deposit", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": null, + "script": "bank_account_name = frappe.form_dict.bank\ncompany = frappe.form_dict.company\ndate = frappe.form_dict.date\nreference = frappe.form_dict.ref\npayment_entry_names = frappe.form_dict.payment_entries.split(',') if frappe.form_dict.payment_entries is not None else []\npayment_entries = [frappe.get_doc('Payment Entry', name) for name in payment_entry_names]\n\namount = sum([pe.paid_amount for pe in payment_entries])\n\naccounts = frappe.db.get_list(\"Account\", filters={ 'company': company }, fields=['name'])\nundeposited_funds_accounts = [a.name for a in accounts if a.name.startswith('Undeposited Funds -')]\nif len(undeposited_funds_accounts) == 0:\n raise frappe.throw(f\"No Undeposited Funds account for {company}\")\n\nbank_account = frappe.get_doc(\"Bank Account\", bank_account_name)\nif not bank_account or not bank_account.account_name:\n raise frappe.throw(f\"Can't find bank account {bank_account_name}\")\n\nif not bank_account.is_company_account:\n raise frappe.throw(f\"Bank account {bank_account_name} is not a company account\")\n \nif bank_account.company != company:\n raise frappe.throw(f\"Bank account {bank_account_name} company is not {company}\")\n\ntransfer_entry = frappe.get_doc(dict(\n\tdoctype = 'Journal Entry',\n\tvoucher_type = \"Journal Entry\",\n\tcompany = company,\n\tposting_date = date,\n\tcheque_no=reference\n))\ntransfer_entry.append(\"accounts\", dict(\n doctype = \"Journal Entry Account\",\n\taccount = bank_account.account,\n\tdebit_in_account_currency = amount\n))\ntransfer_entry.append(\"accounts\", dict(\n doctype = \"Journal Entry Account\",\n\taccount = undeposited_funds_accounts[0],\n\tcredit_in_account_currency = amount\n))\ntransfer_entry.insert()\n#transfer_entry.submit()\n\n# TODO: for credit card payments, make an additional journal entry to transfer into the fee accounts, based on the fees in the payment entry\n\ntransaction = frappe.get_doc(dict(\n doctype='Bank Transaction',\n date=date,\n status='Pending',\n bank_account=bank_account_name,\n company=company,\n deposit=amount,\n custom_journal_entry=transfer_entry.name,\n reference_number=reference,\n currency=bank_account.currency\n))\nfor pe in payment_entries:\n transaction.append('payment_entries', dict(\n payment_document='Payment Entry',\n payment_entry=pe.name,\n allocated_amount=pe.paid_amount\n ))\ntransaction.insert()\n#transaction.submit()\n\nfrappe.response['message'] = 'Created Bank Transaction & Journal Entry'", + "script_type": "API" + }, + { + "allow_guest": 1, + "api_method": "quote-action", + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-10 02:56:30.607706", + "module": null, + "name": "Quote action from email", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": null, + "script": "quote = frappe.get_doc(\"Quotation\", frappe.request.args.get('name'))\nif quote.status == 'Open' and frappe.request.args.get('response') is not None:\n quote.flags.ignore_permissions = True\n quote.custom_response = frappe.request.args.get('response')\n quote.save()\n frappe.db.commit()\n frappe.response['success'] = True\nelse:\n raise frappe.ValidationError", + "script_type": "API" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-08 12:30:28.500389", + "module": null, + "name": "Distribute Foreman Time", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Timesheet", + "script": "for entry in doc.time_logs:\n # We only want to copy today's entries\n if str(frappe.utils.now()).split(' ')[0] != str(entry.from_time).split(' ')[0]:\n continue\n \n if entry.hours is not None and entry.hours > 0 and entry.project is not None:\n employee = frappe.get_doc(\"Employee\", doc.employee)\n if employee.custom_crew is not None and (employee.designation == \"Foreman\" or employee.designation == \"Field Manager\"): # Is crew lead and foreman the same?\n crew_members = frappe.db.get_list(\"Employee\", filters={ 'custom_crew': employee.custom_crew })\n for member in crew_members:\n if member.name == doc.employee:\n continue\n \n new_entry = entry.as_dict()\n del new_entry['name']\n \n # Find or create timesheet to add to\n timesheet_to_add_to = None\n existing_timesheets = frappe.db.get_list(\"Timesheet\", filters={ 'employee': member.name, 'status': 'Draft' }, fields=['name'])\n if len(existing_timesheets) > 0:\n existing = frappe.get_doc(\"Timesheet\", existing_timesheets[0].name)\n \n # If there is already a matching entry (matching on start time), remove it so that we can insert fresh\n for sub_entry in existing.time_logs:\n if str(sub_entry.from_time) == str(entry.from_time):\n existing.remove(sub_entry)\n break\n \n existing.append('time_logs', new_entry)\n existing.save()\n else:\n new_timesheet = frappe.get_doc({\n 'doctype': 'Timesheet',\n 'employee': member.name\n })\n new_timesheet.append('time_logs', new_entry)\n new_timesheet.insert()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": "snw-foreman-clock-in-out", + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-10 06:45:34.404563", + "module": "HR", + "name": "SNW Foreman - Clock In/Out", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": null, + "script": "employees = frappe.db.get_list(\"Employee\", filters={ 'user_id': frappe.session.user }, fields=['name'])\nif len(employees) == 0:\n frappe.throw(f\"Could not find employee for current user: {frappe.session.user}\")\n\ntimesheets = frappe.db.get_list(\"Timesheet\", filters={ 'employee': employees[0].name, 'status': 'Draft' }, fields=['name'])\n\ntimesheet = None\nis_new = False\nif len(timesheets) > 0:\n timesheet = frappe.get_doc('Timesheet', timesheets[0])\nelse:\n timesheet = frappe.get_doc({\n 'doctype': 'Timesheet',\n 'employee': employees[0].name\n })\n is_new = True\n\nexisting_entry = None\nfor entry in timesheet.time_logs:\n if entry.from_time is not None and entry.to_time is None:\n existing_entry = entry\n break\n \nif frappe.request.method == \"GET\":\n if existing_entry is None:\n frappe.response['running'] = None\n elif existing_entry.project is None:\n frappe.response['running'] = 'driving'\n else:\n frappe.response['running'] = existing_entry.task\n jobs = frappe.db.get_list('Task', filters={ 'custom_foreman': employees[0].name }, order_by='exp_start_date', fields=['name', 'project', 'exp_start_date', 'exp_end_date'])\n for job in jobs:\n job['installation_address'] = frappe.get_doc('Project', job.project).custom_installation_address\n frappe.response['jobs'] = jobs\nelif frappe.request.method == \"POST\":\n frappe.response['running'] = None\n if existing_entry is not None:\n existing_entry.to_time = frappe.utils.now()\n \n if existing_entry is None or existing_entry.project != frappe.form_dict.project:\n timesheet.append('time_logs', {\n 'doctype': 'Timesheet Detail',\n 'from_time': frappe.utils.now(),\n 'activity_type': 'Driving' if frappe.form_dict.project is None else 'Landscaping',\n 'project': frappe.form_dict.project,\n 'task': frappe.form_dict.task,\n })\n frappe.response['running'] = 'driving' if frappe.form_dict.task is None else frappe.form_dict.task\n \n if is_new:\n timesheet.insert()\n else:\n timesheet.save()", + "script_type": "API" + }, + { + "allow_guest": 0, + "api_method": "schedule_job", + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-14 10:02:59.043326", + "module": "Projects", + "name": "Schedule Project", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": null, + "script": "task = frappe.get_doc('Task', frappe.form_dict.task)\nif frappe.form_dict.foreman == 'unassigned':\n task.custom_foreman = None\nelse:\n task.custom_foreman = frappe.form_dict.foreman\n\nif frappe.form_dict.type == \"move\": # Reschedule task\n diff = 0 # By default, everything will take one day\n if task.exp_start_date is not None and task.exp_end_date is not None:\n diff = frappe.utils.date_diff(task.exp_end_date, task.exp_start_date)\n task.exp_start_date = frappe.form_dict.date\n task.exp_end_date = frappe.utils.add_to_date(frappe.form_dict.date, days=diff)\nelif frappe.form_dict.type == \"resize\": # Change task duration\n if frappe.utils.date_diff(frappe.form_dict.date, task.exp_start_date) >= 0:\n task.exp_end_date = frappe.form_dict.date\n else: # If they try to move the end date before the start date, just set the end date to the start date\n task.exp_end_date = task.exp_start_date\ntask.save()\n ", + "script_type": "API" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-04-18 10:37:51.312654", + "module": null, + "name": "Change sale order status to \"To Bill\" when project completed", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Project", + "script": "if doc.status == \"Completed\":\n sales_orders = frappe.db.get_list(\"Sales Order\", filters={ 'project': doc.name }, fields=['name'])\n if len(sales_orders) > 0:\n sale_order = frappe.get_doc(\"Sales Order\", sales_orders[0].name)\n sale_order.custom_project_complete = True\n sale_order.save()\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-07 09:23:35.688555", + "module": null, + "name": "Create or link customer to address", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Address", + "script": "# If there is already a customer linked, update the customer & contact to match the details\n# provided on the contact, if needed\n# This allows the front-office to update all the records using the address only\n# If the address is missing any info that the customer has, pull it onto the address\n# If this customer is referenced on another address, that address will also be updated\n# due to the other server script on Customer that updates all linked addresses\nif doc.custom_customer_to_bill is not None and doc.custom_customer_to_bill != '':\n customer = frappe.get_doc('Customer', doc.custom_customer_to_bill)\n \n if customer.customer_type == \"Individual\":\n address_changed = False\n customer_changed = False\n\n # Customer email_id and mobile_no will be updated automatically by updating the contact\n if customer.customer_primary_contact is not None:\n contact_changed = False\n contact = frappe.get_doc('Contact', customer.customer_primary_contact)\n \n if doc.custom_contact_name is not None and doc.custom_contact_name != '':\n name_parts = doc.custom_contact_name.split(' ')\n first_name = name_parts[0]\n last_name = ' '.join(name_parts[1:]) if len(name_parts) > 1 else None\n if contact.first_name != first_name or contact.last_name != last_name:\n contact.first_name = first_name\n contact.last_name = last_name\n contact_changed = True\n \n if contact.email_id != doc.email_id:\n if doc.email_id is not None and doc.email_id != '':\n for email in contact.email_ids:\n if email.is_primary:\n email.email_id = doc.email_id\n contact_changed = True\n customer_changed = True\n else:\n doc.email_id = contact.email_id\n address_changed = True\n \n if contact.mobile_no != doc.phone:\n if doc.phone is not None and doc.phone != '':\n for phone in contact.phone_nos:\n if phone.is_primary_mobile_no:\n phone.phone = doc.phone\n contact_changed = True\n customer.mobile_no = doc.phone\n customer_changed = True\n else:\n doc.phone = contact.mobile_no\n address_changed = True\n \n if contact_changed:\n contact.save()\n frappe.msgprint(\"Updated contact\")\n \n if customer.customer_name != doc.custom_contact_name:\n if doc.custom_contact_name is not None and doc.custom_contact_name != '':\n customer.customer_name = doc.custom_contact_name\n customer.save()\n frappe.rename_doc('Customer', customer.name, doc.custom_contact_name)\n frappe.msgprint(\"Updated customer\")\n elif customer.customer_name is not None and customer.customer_name != '':\n doc.custom_contact_name = customer.customer_name\n address_changed = True\n elif customer_changed:\n customer.save()\n frappe.msgprint(\"Updated customer\")\n \n if address_changed:\n doc.save()\n frappe.msgprint(\"Pulled details from customer\")\n\nelse:\n if (doc.custom_contact_name is not None and doc.custom_contact_name != '') and (doc.email_id is None or doc.email_id == ''):\n raise frappe.throw(\"If you enter a Contact Name, you must also enter an Email Address\")\n \n # If there is not already a customer linked, try to find one to link\n if doc.email_id is not None and doc.email_id != '':\n potential_customers = frappe.db.get_list('Customer', filters={ 'email_id': doc.email_id }, fields=['name', 'email_id', 'customer_primary_contact'])\n if len(potential_customers) > 0:\n doc.custom_customer_to_bill = potential_customers[0].name;\n doc.save()\n # phone and name will be pulled from customer/contact in next pass\n else:\n # Ok, we'll create a new customer since we couldn't find one\n # See if we can use an existing contact, or if we should create a new contact as well\n potential_contacts = frappe.get_all('Contact Email', filters={'email_id': doc.email_id}, fields=['parent'])\n contact = None\n if len(potential_contacts) > 0:\n contact = frappe.get_doc('Contact', potential_contacts[0].parent)\n \n new_customer = frappe.get_doc({\n 'doctype': 'Customer',\n 'customer_name': doc.custom_contact_name if doc.custom_contact_name is not None else doc.address_title,\n # Customer should auto-create it's primary contact, if we don't link an existing one\n 'customer_primary_contact': contact.name if contact is not None else None,\n 'customer_type': 'Individual',\n 'customer_primary_address': doc.name,\n 'email_id': doc.email_id,\n 'mobile_no': doc.phone\n })\n new_customer.insert()\n \n doc.custom_customer_to_bill = new_customer.name\n doc.save()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Submit", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-04-25 03:36:27.460012", + "module": null, + "name": "Sales Order Status Linked to Payment Entry", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Payment Entry", + "script": "# Check if this is a Customer payment against a Sales Order\r\nif doc.party_type == \"Customer\" and doc.references:\r\n for ref in doc.references:\r\n if ref.reference_doctype == \"Sales Order\" and ref.reference_name:\r\n sales_order = frappe.get_doc(\"Sales Order\", ref.reference_name)\r\n\r\n # Only act if Sales Order is currently On Hold and requires half-down\r\n if sales_order.status == \"On Hold\" and sales_order.custom_requires_halfdown:\r\n sales_order.db_set(\"status\", \"To Deliver\")\r\n \r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Submit", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-04-25 03:41:36.948328", + "module": null, + "name": "Sales Order Half Down Required Script", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Sales Order", + "script": "# Set to On Hold if requires_half_down is checked\r\nif doc.custom_requires_halfdown:\r\n doc.status = \"On Hold\"\r\n frappe.db.set_value(\"Sales Order\", doc.name, \"status\", \"On Hold\")\r\n \r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-02 10:44:23.201852", + "module": null, + "name": "Project Creation from Sales Order", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Project", + "script": "if doc.sales_order:\r\n sales_order = frappe.get_doc(\"Sales Order\", doc.sales_order)\r\n if sales_order.get(\"custom_installation_address\"):\r\n doc.custom_installation_address = sales_order.custom_installation_address\r\n doc.project_name = sales_order.custom_installation_address\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-02 10:45:31.652205", + "module": null, + "name": "Sales Order Installation Address from Quotation", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Sales Order", + "script": "if doc.quotation:\r\n quotation = frappe.get_doc(\"Quotation\", doc.quotation)\r\n if quotation.get(\"custom_installation_address\"):\r\n doc.custom_installation_address = quotation.custom_installation_address\r\n", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-07 09:03:15.200325", + "module": null, + "name": "Update address contact info", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Customer", + "script": "if doc.customer_type == \"Individual\":\n addresses = frappe.db.get_list('Address', filters={ 'custom_customer_to_bill': doc.name }, fields=['name'])\n for address_item in addresses:\n address = frappe.get_doc('Address', address_item.name)\n address_changed = False\n if address.custom_contact_name != doc.customer_name:\n address.custom_contact_name = doc.customer_name\n address_changed = True\n \n if address.phone != doc.mobile_no:\n address.phone = doc.mobile_no\n address_changed = True\n \n if address.email_id != doc.email_id:\n address.email_id = doc.email_id\n address_changed = True\n \n if address_changed:\n address.save()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-30 09:25:42.446239", + "module": null, + "name": "Quotation - mark as sent", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Email Queue", + "script": "if doc.status == \"Sent\" and doc.communication is not None:\n comm = frappe.get_doc(\"Communication\", doc.communication)\n if comm.reference_doctype == \"Quotation\":\n quote = frappe.get_doc(\"Quotation\", comm.reference_name)\n quote.custom_sent = True\n quote.save()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-10 05:08:17.832989", + "module": null, + "name": "Unset task expected dates", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Task", + "script": "doc.exp_start_date = None\ndoc.exp_end_date = None", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "After Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-15 04:08:51.615310", + "module": null, + "name": "Create project close-out tasks when work is complete", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Task", + "script": "if doc.type == 'Labor' and (doc.status == 'Completed' or doc.status == 'Cancelled'):\n pending_labor_tasks_count = frappe.db.count('Task', { 'project': doc.project, 'type': 'Labor', 'status': ['not in', ['Completed', 'Cancelled']] })\n if pending_labor_tasks_count == 0:\n # If all labor tasks are complete, add the QA and permit close out tasks to the project\n qa_task_template = frappe.get_doc('Task', 'TASK-2025-00007')\n permit_close_task_template = frappe.get_doc('Task', 'TASK-2025-00008')\n \n qa_task_template.name = None\n permit_close_task_template.name = None\n \n qa_task_template.is_template = False\n permit_close_task_template.is_template = False\n \n qa_task_template.project = doc.project\n permit_close_task_template.project = doc.project\n \n qa_task_template.status = \"Open\"\n permit_close_task_template.status = \"Open\"\n \n qa_task_template.insert()\n permit_close_task_template.insert()", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-15 08:30:36.340161", + "module": null, + "name": "Lock - New Invoice", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Sales Invoice", + "script": "current_month = '-'.join(frappe.utils.today().split('-')[:2])\npost_month = '-'.join(doc.posting_date.split('-')[:2])\nif current_month != post_month:\n frappe.throw(\"Cannot post an invoice to a previous month\")", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Cancel", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-15 08:32:11.919798", + "module": null, + "name": "Lock - Cancel Invoice", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Sales Invoice", + "script": "current_month = '-'.join(frappe.utils.today().split('-')[:2])\npost_month = '-'.join(str(doc.posting_date).split('-')[:2])\nif current_month != post_month:\n frappe.throw(\"Cannot cancel an invoice in a previous month\")", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-15 08:44:01.489721", + "module": null, + "name": "Lock past month GL Entries", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "GL Entry", + "script": "current_month = '-'.join(frappe.utils.today().split('-')[:2])\npost_month = '-'.join(doc.posting_date.split('-')[:2])\nif current_month != post_month:\n frappe.throw(\"Cannot modify accounting entries in a previous month\")", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-05-15 12:21:02.649125", + "module": null, + "name": "Add coordinates to address", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Address", + "script": "\nif doc.address_line1 is not None and doc.city is not None and doc.country is not None:\n \n address_components = [\n doc.address_line1,\n doc.address_line2 or '',\n doc.city,\n doc.state or '',\n doc.pincode or '',\n doc.country\n ]\n \n custom_address_for_coordinates = ', '.join([cmp for cmp in address_components if cmp != ''])\n \n # Store custom_address_for_coordinates on doc so that we only re-compute the coordinates if the address changes\n if custom_address_for_coordinates != doc.custom_address_for_coordinates:\n\n api_key = 'AIzaSyCd3ALZe6wjt3xnc7X_rRItfKAEJugfuZ4';\n safe_chars = \"ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_.~\"\n encoded_address = ''\n for c in custom_address_for_coordinates:\n if c in safe_chars:\n encoded_address = encoded_address + c\n else:\n encoded_address = encoded_address + '%%%02X' % ord(c)\n geocode_url = f\"https://maps.googleapis.com/maps/api/geocode/json?address={encoded_address}&key={api_key}\"\n \n data = frappe.make_get_request(geocode_url)\n if data['status'] == 'OK' and data['results'][0] is not None:\n location = data['results'][0]['geometry']['location']\n doc.custom_latitude = location['lat']\n doc.custom_longitude = location['lng']\n address_components = data['results'][0]['address_components'];\n for comp in address_components:\n if 'postal_code' in comp['types']:\n doc.pincode = comp['long_name']\n break\n \n doc.custom_address_for_coordinates = custom_address_for_coordinates", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": null, + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Save", + "enable_rate_limit": 0, + "event_frequency": "All", + "modified": "2025-08-29 17:23:47.107509", + "module": null, + "name": "Populate Completed Date", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": "Project", + "script": "if \"Completed\" in doc.status and doc.custom_completion_date == None:\n doc.custom_completion_date = frappe.utils.today()\n if \"SNW Install\" in doc.project_template and doc.custom_warranty_expiration_date == None:\n doc.custom_warranty_expiration_date = frappe.utils.add_to_date(frappe.utils.today(), days=doc.custom_warranty_duration_days)", + "script_type": "DocType Event" + }, + { + "allow_guest": 0, + "api_method": "test-followup", + "cron_format": null, + "disabled": 0, + "docstatus": 0, + "doctype": "Server Script", + "doctype_event": "Before Insert", + "enable_rate_limit": 0, + "event_frequency": "Daily", + "modified": "2025-04-18 06:47:24.351220", + "module": null, + "name": "Quotation - set follow-up needed", + "rate_limit_count": 5, + "rate_limit_seconds": 86400, + "reference_doctype": null, + "script": "quotes = frappe.db.get_list('Quotation', filters={ 'status': 'Open' }, fields=['name'])\n\nfor quote in quotes:\n communications = frappe.db.get_list(\n \"Communication\",\n filters={\n \"reference_doctype\": \"Quotation\",\n \"reference_name\": quote.name\n },\n fields=[\"communication_date\"]\n )\n if len(communications) > 0:\n latest_date = communications[0].communication_date\n for com in communications:\n if com.communication_date > latest_date:\n latest_date = com.communication_date\n full_quote = frappe.get_doc('Quotation', quote.name)\n full_quote.db_set('custom_followup_needed', frappe.utils.date_diff(frappe.utils.getdate(), latest_date) >= 5)\n frappe.db.commit()", + "script_type": "Scheduler Event" + } +] \ No newline at end of file diff --git a/custom_ui/hooks.py b/custom_ui/hooks.py index 1759776..184b82c 100644 --- a/custom_ui/hooks.py +++ b/custom_ui/hooks.py @@ -192,68 +192,28 @@ fixtures = [ { "dt": "DocType", "filters": [ - ["name", "in", [ - "Quotation Template", - "Quotation Template Item", - "Customer Company Link", - "Customer Address Link", - "Customer Contact Link", - - # New link doctypes - "Customer Project Link", - "Customer Quotation Link", - "Customer Sales Order Link", - "Customer On-Site Meeting Link", - "Lead Address Link", - "Lead Contact Link", - "Lead Companies Link", - "Lead Quotation Link", - "Lead On-Site Meeting Link", - "Address Project Link", - "Address Quotation Link", - "Address On-Site Meeting Link", - "Address Sales Order Link", - "Address Contact Link", - "Address Company Link", - "Contact Address Link", - ]] + ["custom", "=", 1] ] }, { - "dt": "Custom Field", - "filters": [ - ["dt", "=", "Quotation"], - ["fieldname", "in", [ - "custom_quotation_template", - "custom_project_template" - ]] - ] + "dt": "Custom Field" }, { - "dt": "Custom Field", - "filters": [ - ["dt", "=", "Sales Order"], - ["fieldname", "=", "custom_project_template"] - ] + "dt": "Property Setter" }, { - "dt": "Custom Field", - "filters": [ - ["dt", "=", "Lead"], - ["fieldname", "=", "custom_customer_name"] - ] + "dt": "Client Script" }, { - "dt": "Custom Field", - "filters": [ - ["dt", "=", "Project Template"], - ["fieldname", "=", "company"] - ] + "dt": "Server Script" } ] + + + # Scheduled Tasks # --------------- From ddf758f4b6dfea4a8bee8d9c4f645f8b4d335103 Mon Sep 17 00:00:00 2001 From: rocketdebris Date: Mon, 19 Jan 2026 13:21:28 -0500 Subject: [PATCH 02/41] Removed unneeded debug console logs. --- frontend/src/components/common/DataTable.vue | 6 ------ 1 file changed, 6 deletions(-) diff --git a/frontend/src/components/common/DataTable.vue b/frontend/src/components/common/DataTable.vue index 4a5713b..1a1720e 100644 --- a/frontend/src/components/common/DataTable.vue +++ b/frontend/src/components/common/DataTable.vue @@ -529,7 +529,6 @@ const setMenuRef = (el, label, id) => { if (el) { const refName = `${label}-${id}`; menuRefs[refName] = el; - console.log("Setting Menu Ref:", refName, el); } } @@ -1074,12 +1073,9 @@ const handleActionClick = (action, rowData = null) => { }; const toggleMenu = (event, action, rowData) => { - console.log("Menu button toggled"); const menuKey = `${action.label}-${rowData.id}`; - console.log("Looking for menu:", menuKey, menuRefs); const menu = menuRefs[menuKey]; if (menu) { - console.log("Found menu, toggling:", menu); menu.toggle(event); activeMenuKey.value = menuKey; } else { @@ -1088,11 +1084,9 @@ const toggleMenu = (event, action, rowData) => { }; const buildMenuItems = (menuItems, rowData) => { - console.log("DEBUG: Building menuItems:", menuItems); return menuItems.map(item => ({ ...item, command: () => { - console.log("Clicked from Datatable"); if (typeof item.command === 'function') { item.command(rowData); } From 6ae6ae6812d3fefc1374fc6f034d1c50be4ca4bb Mon Sep 17 00:00:00 2001 From: rocketdebris Date: Mon, 19 Jan 2026 15:38:47 -0500 Subject: [PATCH 03/41] Added routing to filter the datatable based on the subject line of the task. --- frontend/src/components/pages/Tasks.vue | 27 ++++++++++++++++++++++--- 1 file changed, 24 insertions(+), 3 deletions(-) diff --git a/frontend/src/components/pages/Tasks.vue b/frontend/src/components/pages/Tasks.vue index 1e9515e..0e7a9ec 100644 --- a/frontend/src/components/pages/Tasks.vue +++ b/frontend/src/components/pages/Tasks.vue @@ -21,18 +21,22 @@ From 7710a7c8fed93bbea03c9ee7a81a91b3cd06f16f Mon Sep 17 00:00:00 2001 From: Casey Date: Tue, 20 Jan 2026 00:58:03 -0600 Subject: [PATCH 06/41] updates for company effects --- custom_ui/api/db/bid_meetings.py | 11 +- custom_ui/api/db/clients.py | 77 +++- custom_ui/api/db/jobs.py | 69 ++-- custom_ui/db_utils.py | 4 + custom_ui/events/jobs.py | 25 +- custom_ui/events/task.py | 21 +- custom_ui/fixtures/doctype.json | 382 +++++++++++++++--- custom_ui/fixtures/property_setter.json | 1 + custom_ui/hooks.py | 17 +- custom_ui/install.py | 56 ++- frontend/src/api.js | 29 +- .../calendar/CalendarNavigation.vue | 40 +- .../components/calendar/bids/ScheduleBid.vue | 25 +- ...tallsCalendar.vue => ProjectsCalendar.vue} | 244 ++++++++++- .../components/clientSubPages/Overview.vue | 9 +- frontend/src/components/common/DataTable.vue | 4 +- .../common/GlobalLoadingOverlay.vue | 65 ++- frontend/src/components/pages/Calendar.vue | 3 + frontend/src/components/pages/Clients.vue | 27 +- frontend/src/components/pages/Job.vue | 2 +- frontend/src/components/pages/Jobs.vue | 2 +- frontend/src/components/pages/Tasks.vue | 14 +- 22 files changed, 941 insertions(+), 186 deletions(-) create mode 100644 custom_ui/fixtures/property_setter.json rename frontend/src/components/calendar/jobs/{InstallsCalendar.vue => ProjectsCalendar.vue} (80%) diff --git a/custom_ui/api/db/bid_meetings.py b/custom_ui/api/db/bid_meetings.py index bc73060..3be0432 100644 --- a/custom_ui/api/db/bid_meetings.py +++ b/custom_ui/api/db/bid_meetings.py @@ -4,7 +4,7 @@ from custom_ui.db_utils import build_error_response, build_success_response, pro from custom_ui.services import DbService, ClientService, AddressService, ContactService @frappe.whitelist() -def get_week_bid_meetings(week_start, week_end): +def get_week_bid_meetings(week_start, week_end, company): """Get On-Site Meetings scheduled within a specific week.""" try: meetings = frappe.db.get_all( @@ -12,7 +12,8 @@ def get_week_bid_meetings(week_start, week_end): fields=["*"], filters=[ ["start_time", ">=", week_start], - ["start_time", "<=", week_end] + ["start_time", "<=", week_end], + ["company", "=", company] ], order_by="start_time asc" ) @@ -27,7 +28,7 @@ def get_week_bid_meetings(week_start, week_end): return build_error_response(str(e), 500) @frappe.whitelist() -def get_bid_meetings(fields=["*"], filters={}): +def get_bid_meetings(fields=["*"], filters={}, company=None): """Get paginated On-Site Meetings with filtering and sorting support.""" try: print("DEBUG: Raw bid meeting options received:", filters) @@ -53,13 +54,13 @@ def get_bid_meetings(fields=["*"], filters={}): @frappe.whitelist() -def get_unscheduled_bid_meetings(): +def get_unscheduled_bid_meetings(company): """Get On-Site Meetings that are unscheduled.""" try: meetings = frappe.db.get_all( "On-Site Meeting", fields=["*"], - filters={"status": "Unscheduled"}, + filters={"status": "Unscheduled", "company": company}, order_by="creation desc" ) for meeting in meetings: diff --git a/custom_ui/api/db/clients.py b/custom_ui/api/db/clients.py index 0edb984..b306528 100644 --- a/custom_ui/api/db/clients.py +++ b/custom_ui/api/db/clients.py @@ -1,5 +1,5 @@ import frappe, json -from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client, build_address_title +from custom_ui.db_utils import build_error_response, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, map_lead_client, build_address_title, normalize_name from erpnext.crm.doctype.lead.lead import make_customer from custom_ui.api.db.addresses import address_exists from custom_ui.api.db.contacts import check_and_get_contact, create_contact, create_contact_links @@ -167,6 +167,81 @@ def get_client_v2(client_name): return build_error_response(str(ve), 400) except Exception as e: return build_error_response(str(e), 500) + + + +@frappe.whitelist() +def get_clients_table_data_v2(filters={}, sortings=[], page=1, page_size=10): + """Get paginated client table data with filtering and sorting support.""" + try: + filters = json.loads(filters) if isinstance(filters, str) else filters + sortings = json.loads(sortings) if isinstance(sortings, str) else sortings + page = int(page) + page_size = int(page_size) + print("DEBUG: Raw client table query received:", { + "filters": filters, + "sortings": sortings, + "page": page, + "page_size": page_size + }) + where_clauses = [] + values = [] + if filters.get("company"): + where_clauses.append("c.company = %s") + values.append(filters["company"]["value"]) + + if filters.get("address"): + where_clauses.append("a.full_address LIKE %s") + values.append(f"%{filters['address']['value']}%") + + if filters.get("customer_name"): + where_clauses.append("a.customer_name LIKE %s") + values.append(f"%{filters['customer_name']['value']}%") + + where_sql = "" + if where_clauses: + where_sql = "WHERE " + " AND ".join(where_clauses) + + offset = (page - 1) * page_size + + address_names = frappe.db.sql(f""" + SELECT DISTINCT a.name + FROM `tabAddress` a + LEFT JOIN `tabAddress Company Link` c ON c.parent = a.name + {where_sql} + ORDER BY a.modified DESC + LIMIT %s OFFSET %s + """, values + [page_size, offset], as_dict=True) + print("DEBUG: Address names retrieved:", address_names) + + count = frappe.db.sql(f""" + SELECT COUNT(DISTINCT a.name) as count + FROM `tabAddress` a + LEFT JOIN `tabAddress Company Link` c ON c.parent = a.name + {where_sql} + """, values, as_dict=True)[0]["count"] + tableRows = [] + for address_name in address_names: + address = AddressService.get_or_throw(address_name["name"]) + tableRow = {} + tableRow["id"] = address.name + tableRow["address"] = address.full_address + tableRow["client_type"] = address.customer_type + tableRow["customer_name"] = normalize_name(address.customer_name, "-#-") + tableRow["companies"] = ", ".join([link.company for link in address.get("companies", [])]) + tableRows.append(tableRow) + + table_data = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size) + + return build_success_response(table_data) + except frappe.ValidationError as ve: + return build_error_response(str(ve), 400) + except Exception as e: + print("ERROR in get_clients_table_data_v2:", str(e)) + return build_error_response(str(e), 500) + + + @frappe.whitelist() diff --git a/custom_ui/api/db/jobs.py b/custom_ui/api/db/jobs.py index 9b7b419..5efe3a0 100644 --- a/custom_ui/api/db/jobs.py +++ b/custom_ui/api/db/jobs.py @@ -50,6 +50,8 @@ def get_job(job_id=""): project = project.as_dict() project["job_address"] = address_doc project["client"] = ClientService.get_client_or_throw(project.customer) + task_names = frappe.get_all("Task", filters={"project": job_id}) + project["tasks"] = [frappe.get_doc("Task", task_name).as_dict() for task_name in task_names] return build_success_response(project) except Exception as e: return build_error_response(str(e), 500) @@ -167,55 +169,32 @@ def upsert_job(data): return {"status": "error", "message": str(e)} @frappe.whitelist() -def get_install_projects(start_date=None, end_date=None): +def get_projects_for_calendar(date, company=None, project_templates=[]): """Get install projects for the calendar.""" + # Parse project_templates if it's a JSON string + if isinstance(project_templates, str): + project_templates = json.loads(project_templates) + + # put some emojis in the print to make it stand out + print("šŸ“…šŸ“…šŸ“…", date, "company:", company, "project_templates:", project_templates, "type:", type(project_templates)) try: - filters = {"project_template": "SNW Install"} + filters = {"company": company} if company else {} + if project_templates and len(project_templates) > 0: + filters["project_template"] = ["in", project_templates] + unscheduled_filters = filters.copy() + unscheduled_filters["is_scheduled"] = 0 + filters["expected_start_date"] = date # If date range provided, we could filter, but for now let's fetch all open/active ones # or maybe filter by status not Closed/Completed if we want active ones. # The user said "unscheduled" are those with status "Open" (and no date). + # extend filters into unscheduled_filters - projects = frappe.get_all("Project", fields=["*"], filters=filters) - - calendar_events = [] - for project in projects: - # Determine status - status = "unscheduled" - if project.get("expected_start_date"): - status = "scheduled" - - # Map to calendar event format - event = { - "id": project.name, - "serviceType": project.project_name, # Using project name as service type/title - "customer": project.customer, - "status": status, - "scheduledDate": project.expected_start_date, - "scheduledTime": "08:00", # Default time if not specified? Project doesn't seem to have time. - "duration": 480, # Default 8 hours? - "foreman": project.get("custom_install_crew"), - "crew": [], # Need to map crew - "estimatedCost": project.estimated_costing, - "priority": project.priority.lower() if project.priority else "medium", - "notes": project.notes, - "address": project.custom_installation_address - } - - calendar_events.append(event) - - return {"status": "success", "data": calendar_events} + project_names = frappe.get_all("Project", pluck="name", filters=filters) + print("DEBUG: Found scheduled project names:", project_names) + unscheduled_project_names = frappe.get_all("Project", pluck="name", filters=unscheduled_filters) + print("DEBUG: Found unscheduled project names:", unscheduled_project_names) + projects = [frappe.get_doc("Project", name).as_dict() for name in project_names] + unscheduled_projects = [frappe.get_doc("Project", name).as_dict() for name in unscheduled_project_names] + return build_success_response({ "projects": projects, "unscheduled_projects": unscheduled_projects }) except Exception as e: - return {"status": "error", "message": str(e)} - -@frappe.whitelist() -def get_project_templates_for_company(company_name): - """Get project templates for a specific company.""" - try: - templates = frappe.get_all( - "Project Template", - fields=["*"], - filters={"company": company_name} - ) - return build_success_response(templates) - except Exception as e: - return build_error_response(str(e), 500), + return build_error_response(str(e), 500) \ No newline at end of file diff --git a/custom_ui/db_utils.py b/custom_ui/db_utils.py index 3c577a8..0bf9915 100644 --- a/custom_ui/db_utils.py +++ b/custom_ui/db_utils.py @@ -229,3 +229,7 @@ def build_history_entries(comments, versions): # Sort by timestamp descending history.sort(key=lambda x: x["timestamp"], reverse=True) return history + +def normalize_name(name: str, split_target: str = "_") -> str: + """Normalize a name by splitting off anything after and including the split_target.""" + return name.split(split_target)[0] if split_target in name else name diff --git a/custom_ui/events/jobs.py b/custom_ui/events/jobs.py index aa80dc0..7801611 100644 --- a/custom_ui/events/jobs.py +++ b/custom_ui/events/jobs.py @@ -25,4 +25,27 @@ def after_insert(doc, method): def before_insert(doc, method): # This is where we will add logic to set tasks and other properties of a job based on it's project_template - pass \ No newline at end of file + pass + +def before_save(doc, method): + print("DEBUG: Before Save Triggered for Project:", doc.name) + if doc.expected_start_date and doc.expected_end_date: + doc.is_scheduled = 1 + else: + doc.is_scheduled = 0 + +def after_save(doc, method): + print("DEBUG: After Save Triggered for Project:", doc.name) + if doc.project_template == "SNW Install": + print("DEBUG: Project template is SNW Install, updating Address Job Status based on Project status") + status_mapping = { + "Open": "In Progress", + "Completed": "Completed", + "Closed": "Completed" + } + new_status = status_mapping.get(doc.status, "In Progress") + AddressService.update_value( + doc.job_address, + "job_status", + new_status + ) \ No newline at end of file diff --git a/custom_ui/events/task.py b/custom_ui/events/task.py index 2e32836..fe226a5 100644 --- a/custom_ui/events/task.py +++ b/custom_ui/events/task.py @@ -1,7 +1,24 @@ import frappe +from custom_ui.services import AddressService, ClientService def before_insert(doc, method): """Set values before inserting a Task.""" + print("DEBUG: Before Insert Triggered for Task") project_doc = frappe.get_doc("Project", doc.project) - if project_doc.custom_installation_address: - doc.custom_property = project_doc.custom_installation_address \ No newline at end of file + doc.project_template = project_doc.project_template + if project_doc.job_address: + doc.custom_property = project_doc.job_address + +def after_insert(doc, method): + print("DEBUG: After Insert Triggered for Task") + print("DEBUG: Linking Task to Customer and Address") + AddressService.append_link_v2( + doc.custom_property, "tasks", {"task": doc.name, "project_template": doc.project_template } + ) + AddressService.append_link_v2( + doc.custom_property, "links", {"link_doctype": "Task", "link_name": doc.name} + ) + ClientService.append_link_v2( + doc.customer, "tasks", {"task": doc.name, "project_template": doc.project_template } + ) + \ No newline at end of file diff --git a/custom_ui/fixtures/doctype.json b/custom_ui/fixtures/doctype.json index 67f0e8c..d2859ca 100644 --- a/custom_ui/fixtures/doctype.json +++ b/custom_ui/fixtures/doctype.json @@ -44,7 +44,7 @@ "documentation_url": null, "fetch_from": null, "fetch_if_empty": 0, - "fieldname": "company", + "fieldname": "task", "fieldtype": "Link", "hidden": 0, "hide_border": 0, @@ -58,7 +58,7 @@ "in_preview": 0, "in_standard_filter": 0, "is_virtual": 0, - "label": "Company", + "label": "Task", "length": 0, "link_filters": null, "make_attachment_public": 0, @@ -68,8 +68,8 @@ "non_negative": 0, "oldfieldname": null, "oldfieldtype": null, - "options": "Company", - "parent": "Lead Company Link", + "options": "Task", + "parent": "Customer Task Link", "parentfield": "fields", "parenttype": "DocType", "permlevel": 0, @@ -93,6 +93,70 @@ "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": "project_template", + "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": "Project Template", + "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": "Project Template", + "parent": "Customer Task Link", + "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, @@ -114,10 +178,228 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "5f481f64a0f53ad40b09d8b5694265c1", - "modified": "2026-01-15 00:40:39.197431", - "module": "Custom", - "name": "Lead Company Link", + "migration_hash": null, + "modified": "2026-01-19 18:10:16.782664", + "module": "Custom UI", + "name": "Customer Task Link", + "naming_rule": "", + "nsm_parent_field": null, + "parent_node": null, + "permissions": [], + "print_outline": null, + "protect_attached_files": 0, + "queue_in_background": 0, + "quick_entry": 0, + "read_only": 0, + "recipient_account_field": null, + "restrict_to_domain": null, + "route": null, + "row_format": "Dynamic", + "rows_threshold_for_grid_search": 20, + "search_fields": null, + "sender_field": null, + "sender_name_field": null, + "show_name_in_global_search": 0, + "show_preview_popup": 0, + "show_title_field_in_link": 0, + "smallicon": null, + "sort_field": "modified", + "sort_order": "DESC", + "states": [], + "subject": null, + "subject_field": null, + "tag_fields": null, + "timeline_field": null, + "title_field": null, + "track_changes": 0, + "track_seen": 0, + "track_views": 0, + "translated_doctype": 0, + "website_search_field": null + }, + { + "_assign": null, + "_comments": null, + "_last_update": null, + "_liked_by": null, + "_user_tags": null, + "actions": [], + "allow_auto_repeat": 0, + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 1, + "app": null, + "autoname": null, + "beta": 0, + "color": null, + "colour": null, + "custom": 1, + "default_email_template": null, + "default_print_format": null, + "default_view": null, + "description": null, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "documentation": null, + "editable_grid": 1, + "email_append_to": 0, + "engine": "InnoDB", + "fields": [ + { + "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": "task", + "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": 1, + "in_preview": 0, + "in_standard_filter": 0, + "is_virtual": 0, + "label": "Task", + "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": "Task", + "parent": "Address Task Link", + "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": 1, + "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 + }, + { + "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": "project_template", + "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": "Project Template", + "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": "Project Template", + "parent": "Address Task Link", + "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, + "grid_page_length": 50, + "has_web_view": 0, + "hide_toolbar": 0, + "icon": null, + "image_field": null, + "in_create": 0, + "index_web_pages_for_search": 1, + "is_calendar_and_gantt": 0, + "is_published_field": null, + "is_submittable": 0, + "is_tree": 0, + "is_virtual": 0, + "issingle": 0, + "istable": 1, + "links": [], + "make_attachments_public": 0, + "max_attachments": 0, + "menu_index": null, + "migration_hash": null, + "modified": "2026-01-19 18:10:02.359022", + "module": "Custom UI", + "name": "Address Task Link", "naming_rule": "", "nsm_parent_field": null, "parent_node": null, @@ -268,8 +550,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.521684", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.097017", "module": "Custom", "name": "Lead Companies Link", "naming_rule": "", @@ -486,8 +768,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.576521", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.150584", "module": "Custom", "name": "Address Project Link", "naming_rule": "", @@ -704,8 +986,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.628136", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.203403", "module": "Custom", "name": "Address Quotation Link", "naming_rule": "", @@ -922,8 +1204,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.681893", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.255846", "module": "Custom", "name": "Address On-Site Meeting Link", "naming_rule": "", @@ -1140,8 +1422,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.737017", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.309600", "module": "Custom", "name": "Address Sales Order Link", "naming_rule": "", @@ -1294,8 +1576,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.787995", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.361237", "module": "Custom", "name": "Contact Address Link", "naming_rule": "", @@ -1448,8 +1730,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.837721", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.412683", "module": "Custom", "name": "Lead On-Site Meeting Link", "naming_rule": "", @@ -2050,8 +2332,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.906370", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.483924", "module": "Selling", "name": "Quotation Template", "naming_rule": "", @@ -2548,8 +2830,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:34.977831", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.558008", "module": "Selling", "name": "Quotation Template Item", "naming_rule": "", @@ -2702,8 +2984,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.031029", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.609372", "module": "Custom UI", "name": "Customer Company Link", "naming_rule": "", @@ -2856,8 +3138,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.084461", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.660893", "module": "Custom UI", "name": "Customer Address Link", "naming_rule": "", @@ -3010,8 +3292,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.135851", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.712878", "module": "Custom UI", "name": "Customer Contact Link", "naming_rule": "", @@ -3164,8 +3446,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.184768", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.765849", "module": "Custom", "name": "Address Contact Link", "naming_rule": "", @@ -3318,8 +3600,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.236428", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.818352", "module": "Custom", "name": "Customer On-Site Meeting Link", "naming_rule": "", @@ -3472,8 +3754,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.287145", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.870984", "module": "Custom", "name": "Customer Project Link", "naming_rule": "", @@ -3626,8 +3908,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.338967", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.922695", "module": "Custom", "name": "Customer Quotation Link", "naming_rule": "", @@ -3780,8 +4062,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.388711", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:17.975165", "module": "Custom", "name": "Customer Sales Order Link", "naming_rule": "", @@ -3934,8 +4216,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.441876", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:18.027046", "module": "Custom", "name": "Lead Address Link", "naming_rule": "", @@ -4088,8 +4370,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.492936", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:18.078476", "module": "Custom", "name": "Lead Contact Link", "naming_rule": "", @@ -4242,8 +4524,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.545465", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:18.170095", "module": "Custom", "name": "Lead Quotation Link", "naming_rule": "", @@ -4396,8 +4678,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "7c3c71cf20b258daa783e541cb045a4b", - "modified": "2026-01-16 04:11:35.604415", + "migration_hash": "0df0ede31f640435231ba887f40eca91", + "modified": "2026-01-19 20:52:18.238066", "module": "Custom", "name": "Address Company Link", "naming_rule": "", diff --git a/custom_ui/fixtures/property_setter.json b/custom_ui/fixtures/property_setter.json new file mode 100644 index 0000000..0637a08 --- /dev/null +++ b/custom_ui/fixtures/property_setter.json @@ -0,0 +1 @@ +[] \ No newline at end of file diff --git a/custom_ui/hooks.py b/custom_ui/hooks.py index 1759776..e7ec24b 100644 --- a/custom_ui/hooks.py +++ b/custom_ui/hooks.py @@ -181,10 +181,13 @@ doc_events = { }, "Project": { "before_insert": "custom_ui.events.jobs.before_insert", - "after_insert": "custom_ui.events.jobs.after_insert" + "after_insert": "custom_ui.events.jobs.after_insert", + "before_save": "custom_ui.events.jobs.before_save", + "on_update": "custom_ui.events.jobs.after_save" }, "Task": { - "before_insert": "custom_ui.events.task.before_insert" + "before_insert": "custom_ui.events.task.before_insert", + "after_insert": "custom_ui.events.task.after_insert" } } @@ -216,6 +219,8 @@ fixtures = [ "Address Contact Link", "Address Company Link", "Contact Address Link", + "Address Task Link", + "Customer Task Link" ]] ] }, @@ -249,7 +254,15 @@ fixtures = [ ["dt", "=", "Project Template"], ["fieldname", "=", "company"] ] + }, + { + "dt": "Property Setter", + "filters": [ + ["doc_type", "=", "Lead"], + ["doc_type", "=", "Project"] + ] } + ] diff --git a/custom_ui/install.py b/custom_ui/install.py index 014cf70..0453f49 100644 --- a/custom_ui/install.py +++ b/custom_ui/install.py @@ -30,7 +30,7 @@ def after_migrate(): frappe.clear_cache(doctype=doctype) frappe.reload_doctype(doctype) - update_address_fields() + # update_address_fields() # build_frontend() @@ -146,6 +146,13 @@ def add_custom_fields(): fieldtype="Link", options="Contact", insert_after="contacts" + ), + dict( + fieldname="tasks", + label="Tasks", + fieldtype="Table", + options="Customer Task Link", + insert_after="projects" ) ], "Lead": [ @@ -327,6 +334,13 @@ def add_custom_fields(): fieldtype="Table", options="Address Company Link", insert_after="contacts" + ), + dict( + fieldname="tasks", + label="Tasks", + fieldtype="Table", + options="Address Task Link", + insert_after="projects" ) ], "Contact": [ @@ -539,6 +553,37 @@ def add_custom_fields(): options="Customer", insert_after="job_address", description="The customer for whom the project is being executed." + ), + dict( + fieldname="expected_start_time", + label="Expected Start Time", + fieldtype="Time", + insert_after="expected_start_date" + ), + dict( + fieldname="expected_end_time", + label="Expected End Time", + fieldtype="Time", + insert_after="expected_end_date" + ), + dict( + fieldname="actual_start_time", + label="Actual Start Time", + fieldtype="Time", + insert_after="actual_start_date" + ), + dict( + fieldname="actual_end_time", + label="Actual End Time", + fieldtype="Time", + insert_after="actual_end_date" + ), + dict( + fieldname="is_scheduled", + label="Is Scheduled", + fieldtype="Check", + default=0, + insert_after="expected_end_time" ) ], "Project Template": [ @@ -550,6 +595,15 @@ def add_custom_fields(): insert_after="project_type", description="The company associated with this project template." ) + ], + "Task": [ + dict( + fieldname="project_template", + label="Project Template", + fieldtype="Link", + options="Project Template", + insert_after="project" + ) ] } diff --git a/frontend/src/api.js b/frontend/src/api.js index 936cae9..3663e52 100644 --- a/frontend/src/api.js +++ b/frontend/src/api.js @@ -18,8 +18,10 @@ const FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD = "custom_ui.api.db.estimates.creat 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"; const FRAPPE_UPSERT_JOB_METHOD = "custom_ui.api.db.jobs.upsert_job"; -const FRAPPE_GET_JOB_TASK_LIST_METHOD = "custom_ui.api.db.jobs.get_job_task_table_data"; +const FRAPPE_GET_JOB_TASK_TABLE_DATA_METHOD = "custom_ui.api.db.jobs.get_job_task_table_data"; +const FRAPPE_GET_JOB_TASK_LIST_METHOD = "custom_ui.api.db.jobs.get_job_task_list"; const FRAPPE_GET_INSTALL_PROJECTS_METHOD = "custom_ui.api.db.jobs.get_install_projects"; +const FRAPPE_GET_JOBS_FOR_CALENDAR_METHOD = "custom_ui.api.db.jobs.get_projects_for_calendar"; const FRAPPE_GET_JOB_TEMPLATES_METHOD = "custom_ui.api.db.jobs.get_job_templates"; // Task methods const FRAPPE_GET_TASKS_METHOD = "custom_ui.api.db.tasks.get_tasks_table_data"; @@ -42,6 +44,7 @@ const FRAPPE_GET_ADDRESSES_METHOD = "custom_ui.api.db.addresses.get_addresses"; const FRAPPE_UPSERT_CLIENT_METHOD = "custom_ui.api.db.clients.upsert_client"; const FRAPPE_GET_CLIENT_STATUS_COUNTS_METHOD = "custom_ui.api.db.clients.get_client_status_counts"; const FRAPPE_GET_CLIENT_TABLE_DATA_METHOD = "custom_ui.api.db.clients.get_clients_table_data"; +const FRAPPE_GET_CLIENT_TABLE_DATA_V2_METHOD = "custom_ui.api.db.clients.get_clients_table_data_v2"; const FRAPPE_GET_CLIENT_METHOD = "custom_ui.api.db.clients.get_client_v2"; const FRAPPE_GET_CLIENT_NAMES_METHOD = "custom_ui.api.db.clients.get_client_names"; @@ -87,6 +90,17 @@ class Api { return await this.request(FRAPPE_GET_CLIENT_METHOD, { clientName }); } + static async getPaginatedClientDetailsV2(paginationParams = {}, filters = {}, sortings = []) { + const { page = 0, pageSize = 10 } = paginationParams; + const result = await this.request(FRAPPE_GET_CLIENT_TABLE_DATA_V2_METHOD, { + filters, + sortings, + page: page + 1, + pageSize, + }); + return result; + } + /** * Get paginated client data with filtering and sorting * @param {Object} paginationParams - Pagination parameters from store @@ -138,9 +152,10 @@ class Api { // ON-SITE MEETING METHODS // ============================================================================ - static async getUnscheduledBidMeetings() { + static async getUnscheduledBidMeetings(company) { return await this.request( "custom_ui.api.db.bid_meetings.get_unscheduled_bid_meetings", + { company } ); } @@ -148,8 +163,8 @@ class Api { return await this.request(FRAPPE_GET_ONSITE_MEETINGS_METHOD, { fields, filters }); } - static async getWeekBidMeetings(weekStart, weekEnd) { - return await this.request(FRAPPE_GET_WEEK_ONSITE_MEETINGS_METHOD, { weekStart, weekEnd }); + static async getWeekBidMeetings(weekStart, weekEnd, company) { + return await this.request(FRAPPE_GET_WEEK_ONSITE_MEETINGS_METHOD, { weekStart, weekEnd, company }); } static async updateBidMeeting(name, data) { @@ -300,6 +315,10 @@ class Api { return result; } + static async getJobsForCalendar(date, company = null, projectTemplates = []) { + return await this.request(FRAPPE_GET_JOBS_FOR_CALENDAR_METHOD, { date, company, projectTemplates }); + } + static async getJob(jobName) { if (frappe.db.exists("Project", jobName)) { const result = await this.request(FRAPPE_GET_JOB_METHOD, { jobId: jobName }) @@ -346,7 +365,7 @@ class Api { console.log("DEBUG: API - Sending job task options to backend:", options); - const result = await this.request(FRAPPE_GET_JOB_TASK_LIST_METHOD, { options, filters }); + const result = await this.request(FRAPPE_GET_JOB_TASK_TABLE_DATA_METHOD, { filters, sortings: sorting, page:page+1, pageSize }); return result; } diff --git a/frontend/src/components/calendar/CalendarNavigation.vue b/frontend/src/components/calendar/CalendarNavigation.vue index 6d8993a..d16cee5 100644 --- a/frontend/src/components/calendar/CalendarNavigation.vue +++ b/frontend/src/components/calendar/CalendarNavigation.vue @@ -3,11 +3,8 @@ Bids - Install + Projects Service - Lowe Fencing - Daniel's Landscaping - Nuco Yardcare Warranties @@ -22,21 +19,6 @@

Service feature coming soon!

- -
-

Lowe Fencing calendar coming soon!

-
- - -
-

Daniel's Calendar coming soon!

-
- - -
-

Nuco calendar coming soon!

-
-

Warranties Calendar coming soon!

@@ -56,7 +38,7 @@ import TabPanel from 'primevue/tabpanel'; import TabPanels from 'primevue/tabpanels'; import ScheduleBid from '../calendar/bids/ScheduleBid.vue'; import JobsCalendar from '../calendar/jobs/JobsCalendar.vue'; -import InstallsCalendar from '../calendar/jobs/InstallsCalendar.vue'; +import InstallsCalendar from './jobs/ProjectsCalendar.vue'; import { useNotificationStore } from '../../stores/notifications-primevue'; const notifications = useNotificationStore(); @@ -65,6 +47,24 @@ const notifications = useNotificationStore(); diff --git a/frontend/src/components/pages/Calendar.vue b/frontend/src/components/pages/Calendar.vue index f9371c8..895bfbb 100644 --- a/frontend/src/components/pages/Calendar.vue +++ b/frontend/src/components/pages/Calendar.vue @@ -7,4 +7,7 @@ import CalendarNavigation from '@/components/calendar/CalendarNavigation.vue' diff --git a/frontend/src/components/pages/Clients.vue b/frontend/src/components/pages/Clients.vue index 815836f..d5cc7f4 100644 --- a/frontend/src/components/pages/Clients.vue +++ b/frontend/src/components/pages/Clients.vue @@ -29,10 +29,12 @@ import { useFiltersStore } from "../../stores/filters"; import { useModalStore } from "../../stores/modal"; import { useRouter, useRoute } from "vue-router"; import { useNotificationStore } from "../../stores/notifications-primevue"; +import { useCompanyStore } from "../../stores/company"; import TodoChart from "../common/TodoChart.vue"; import { Calendar, Community, Hammer, PathArrowSolid, Clock, Shield, ShieldSearch, ClipboardCheck, DoubleCheck, CreditCard, CardNoAccess, ChatBubbleQuestion, Edit, -WateringSoil, Soil, Truck, SoilAlt } from "@iconoir/vue"; +WateringSoil, Soil, Truck, SoilAlt, +Filter} from "@iconoir/vue"; const notifications = useNotificationStore(); const loadingStore = useLoadingStore(); @@ -41,6 +43,7 @@ const filtersStore = useFiltersStore(); const modalStore = useModalStore(); const router = useRouter(); const route = useRoute(); +const companyStore = useCompanyStore(); const tableData = ref([]); const totalRecords = ref(0); @@ -50,10 +53,26 @@ const currentWeekParams = ref({}); const chartLoading = ref(true); // Start with loading state const lookup = route.query.lookup; +const lastLazyLoadEvent = ref(null); + +// Watch for company changes to reload data +watch( + () => companyStore.currentCompany, + async () => { + console.log("Company changed, reloading client data..."); + if (lastLazyLoadEvent.value) { + await handleLazyLoad(lastLazyLoadEvent.value); + } + // Also refresh status counts + await refreshStatusCounts(); + } +); // Computed property to get current filters for the chart const currentFilters = computed(() => { - return filtersStore.getTableFilters("clients"); + filters = { ...filtersStore.getTableFilters("clients"), + company: { value: companyStore.currentCompany, matchMode: FilterMatchMode.CONTAINS} + }; }); // Handle week change from chart @@ -220,6 +239,7 @@ const tableActions = [ // Handle lazy loading events from DataTable const handleLazyLoad = async (event) => { console.log("Clients page - handling lazy load:", event); + lastLazyLoadEvent.value = event; try { isLoading.value = true; @@ -263,8 +283,9 @@ const handleLazyLoad = async (event) => { filters, sortingArray, }); + filters["company"] = { value: companyStore.currentCompany, matchMode: FilterMatchMode.CONTAINS}; - const result = await Api.getPaginatedClientDetails( + const result = await Api.getPaginatedClientDetailsV2( paginationParams, filters, sortingArray, diff --git a/frontend/src/components/pages/Job.vue b/frontend/src/components/pages/Job.vue index 65e33a1..5b500a6 100644 --- a/frontend/src/components/pages/Job.vue +++ b/frontend/src/components/pages/Job.vue @@ -66,7 +66,7 @@ const notifications = useNotificationStore(); const route = useRoute(); -const jobIdQuery = computed(() => route.query.jobId || ""); +const jobIdQuery = computed(() => route.query.name || ""); const isNew = computed(() => route.query.new === "true"); const tableData = ref([]); diff --git a/frontend/src/components/pages/Jobs.vue b/frontend/src/components/pages/Jobs.vue index 9d116ef..879691e 100644 --- a/frontend/src/components/pages/Jobs.vue +++ b/frontend/src/components/pages/Jobs.vue @@ -257,7 +257,7 @@ const handleLazyLoad = async (event) => { const handleRowClick = (event) => { const rowData = event.data; - router.push(`/job?jobId=${rowData.name}`); + router.push(`/job?name=${rowData.name}`); } // Load initial data diff --git a/frontend/src/components/pages/Tasks.vue b/frontend/src/components/pages/Tasks.vue index 0e7a9ec..cd18d34 100644 --- a/frontend/src/components/pages/Tasks.vue +++ b/frontend/src/components/pages/Tasks.vue @@ -61,7 +61,7 @@ const currentFilters = computed(() => { const columns = [ { label: "Task", fieldName: "subject", type: "text", sortable: true, filterable: true, - filterInputID: "subjectFilterId" }, + filterInputID: "subjectFilterId", defaultValue: subject || null }, { label: "Job", fieldName: "project", type: "link", sortable: true, onLinkClick: (link, rowData) => handleProjectClick(link, rowData) }, @@ -220,11 +220,6 @@ watch(showCompleted, () => { // Load initial data onMounted(async () => { - if (subject) { - const inputElement = document.getElementById(`filter-subject`); - inputElement.text = subject; - } - notifications.addWarning("Tasks page coming soon"); // Initialize pagination and filters paginationStore.initializeTablePagination("tasks", { rows: 10 }); filtersStore.initializeTableFilters("tasks", columns); @@ -236,11 +231,8 @@ onMounted(async () => { const initialSorting = filtersStore.getTableSorting("tasks"); if (subject) { - console.log(subject); - console.log(initialFilters); - console.log(initialFilters.subject); + console.log("Setting subject filter from query param:", subject); initialFilters.subject.value = subject; - //initialFilters = {...initialFilters, subject: {value: subject, match_mode: "contains"}}; } const optionsResult = await Api.getTaskStatusOptions(); @@ -255,6 +247,8 @@ onMounted(async () => { sortOrder: initialSorting.order || initialPagination.sortOrder, filters: initialFilters, }); + + notifications.addWarning("Tasks page coming soon"); }); \ No newline at end of file From e67805c01fd9d07216e9744566a44550de26f05e Mon Sep 17 00:00:00 2001 From: Casey Date: Wed, 21 Jan 2026 08:44:20 -0600 Subject: [PATCH 10/41] update calendar --- custom_ui/api/db/estimates.py | 5 +- custom_ui/api/db/jobs.py | 33 +- custom_ui/events/jobs.py | 21 +- custom_ui/fixtures/doctype.json | 92 +-- custom_ui/hooks.py | 3 +- custom_ui/install.py | 6 + frontend/src/api.js | 14 +- .../calendar/jobs/SNWProjectCalendar.vue | 698 +++++++++++------- .../src/components/modals/JobDetailsModal.vue | 299 ++++++++ frontend/src/components/pages/Estimate.vue | 2 +- 10 files changed, 848 insertions(+), 325 deletions(-) create mode 100644 frontend/src/components/modals/JobDetailsModal.vue diff --git a/custom_ui/api/db/estimates.py b/custom_ui/api/db/estimates.py index dcfc579..25149e3 100644 --- a/custom_ui/api/db/estimates.py +++ b/custom_ui/api/db/estimates.py @@ -404,7 +404,7 @@ def upsert_estimate(data): # estimate.custom_job_address = data.get("address_name") # estimate.party_name = data.get("customer") # estimate.contact_person = data.get("contact_name") - estimate.custom_requires_half_payment = data.get("requires_half_payment", 0) + estimate.requires_half_payment = data.get("requires_half_payment", 0) estimate.custom_project_template = project_template estimate.custom_quotation_template = data.get("quotation_template", None) # estimate.company = data.get("company") @@ -427,6 +427,7 @@ def upsert_estimate(data): }) estimate.save() + frappe.db.commit() estimate_dict = estimate.as_dict() estimate_dict["history"] = get_doc_history("Quotation", estimate_name) print(f"DEBUG: Estimate updated: {estimate.name}") @@ -444,7 +445,7 @@ def upsert_estimate(data): # print("DEBUG: No billing address found for client:", client_doc.name) new_estimate = frappe.get_doc({ "doctype": "Quotation", - "custom_requires_half_payment": data.get("requires_half_payment", 0), + "requires_half_payment": data.get("requires_half_payment", 0), "custom_job_address": data.get("address_name"), "custom_current_status": "Draft", "contact_email": data.get("contact_email"), diff --git a/custom_ui/api/db/jobs.py b/custom_ui/api/db/jobs.py index 5fa2475..082733e 100644 --- a/custom_ui/api/db/jobs.py +++ b/custom_ui/api/db/jobs.py @@ -1,6 +1,7 @@ import frappe, json from custom_ui.db_utils import process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, build_error_response from custom_ui.services import AddressService, ClientService +from frappe.utils import getdate # =============================================================================== # JOB MANAGEMENT API METHODS @@ -177,21 +178,26 @@ def upsert_job(data): return {"status": "error", "message": str(e)} @frappe.whitelist() -def get_projects_for_calendar(date, company=None, project_templates=[]): +def get_projects_for_calendar(start_date, end_date, company=None, project_templates=[]): """Get install projects for the calendar.""" # Parse project_templates if it's a JSON string if isinstance(project_templates, str): project_templates = json.loads(project_templates) # put some emojis in the print to make it stand out - print("šŸ“…šŸ“…šŸ“…", date, "company:", company, "project_templates:", project_templates, "type:", type(project_templates)) + print("šŸ“…šŸ“…šŸ“…", start_date, end_date, " company:", company, "project_templates:", project_templates, "type:", type(project_templates)) try: - filters = {"company": company} if company else {} + filters = { + "company": company + } if company else {} if project_templates and len(project_templates) > 0: filters["project_template"] = ["in", project_templates] unscheduled_filters = filters.copy() unscheduled_filters["is_scheduled"] = 0 - filters["expected_start_date"] = date + + # add to filter for if expected_start_date is between start_date and end_date OR expected_end_date is between start_date and end_date + filters["expected_start_date"] = ["<=", getdate(end_date)] + filters["expected_end_date"] = [">=", getdate(start_date)] # If date range provided, we could filter, but for now let's fetch all open/active ones # or maybe filter by status not Closed/Completed if we want active ones. # The user said "unscheduled" are those with status "Open" (and no date). @@ -206,3 +212,22 @@ def get_projects_for_calendar(date, company=None, project_templates=[]): return build_success_response({ "projects": projects, "unscheduled_projects": unscheduled_projects }) except Exception as e: return build_error_response(str(e), 500) + +@frappe.whitelist() +def update_job_scheduled_dates(job_name: str, new_start_date: str = None, new_end_date: str = None, foreman_name: str = None): + """Update job (project) schedule dates.""" + print("DEBUG: Updating job schedule:", job_name, new_start_date, new_end_date, foreman_name) + try: + project = frappe.get_doc("Project", job_name) + project.expected_start_date = getdate(new_start_date) if new_start_date else None + project.expected_end_date = getdate(new_end_date) if new_end_date else None + if new_start_date and new_end_date: + project.is_scheduled = 1 + else: + project.is_scheduled = 0 + if foreman_name: + project.custom_foreman = foreman_name + project.save() + return build_success_response(project.as_dict()) + except Exception as e: + return build_error_response(str(e), 500) \ No newline at end of file diff --git a/custom_ui/events/jobs.py b/custom_ui/events/jobs.py index 7801611..13b328f 100644 --- a/custom_ui/events/jobs.py +++ b/custom_ui/events/jobs.py @@ -1,6 +1,6 @@ import frappe from custom_ui.services import AddressService, ClientService - +from datetime import timedelta def after_insert(doc, method): print("DEBUG: After Insert Triggered for Project") @@ -30,8 +30,13 @@ def before_insert(doc, method): def before_save(doc, method): print("DEBUG: Before Save Triggered for Project:", doc.name) if doc.expected_start_date and doc.expected_end_date: + print("DEBUG: Project has expected start and end dates, marking as scheduled") doc.is_scheduled = 1 - else: + while frappe.db.exists("Holiday", {"holiday_date": doc.expected_end_date}): + print("DEBUG: Expected end date falls on a holiday, extending end date by 1 day") + doc.expected_end_date += timedelta(days=1) + elif not doc.expected_start_date or not doc.expected_end_date: + print("DEBUG: Project missing expected start or end date, marking as unscheduled") doc.is_scheduled = 0 def after_save(doc, method): @@ -44,8 +49,10 @@ def after_save(doc, method): "Closed": "Completed" } new_status = status_mapping.get(doc.status, "In Progress") - AddressService.update_value( - doc.job_address, - "job_status", - new_status - ) \ No newline at end of file + if frappe.db.get_value("Address", doc.job_address, "job_status") != new_status: + print("DEBUG: Updating Address job_status to:", new_status) + AddressService.update_value( + doc.job_address, + "job_status", + new_status + ) \ No newline at end of file diff --git a/custom_ui/fixtures/doctype.json b/custom_ui/fixtures/doctype.json index d2859ca..db8c42d 100644 --- a/custom_ui/fixtures/doctype.json +++ b/custom_ui/fixtures/doctype.json @@ -178,8 +178,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": null, - "modified": "2026-01-19 18:10:16.782664", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:39.681180", "module": "Custom UI", "name": "Customer Task Link", "naming_rule": "", @@ -396,8 +396,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": null, - "modified": "2026-01-19 18:10:02.359022", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:39.752798", "module": "Custom UI", "name": "Address Task Link", "naming_rule": "", @@ -550,8 +550,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.097017", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:39.827207", "module": "Custom", "name": "Lead Companies Link", "naming_rule": "", @@ -768,8 +768,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.150584", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:39.914772", "module": "Custom", "name": "Address Project Link", "naming_rule": "", @@ -986,8 +986,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.203403", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.049882", "module": "Custom", "name": "Address Quotation Link", "naming_rule": "", @@ -1204,8 +1204,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.255846", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.145083", "module": "Custom", "name": "Address On-Site Meeting Link", "naming_rule": "", @@ -1422,8 +1422,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.309600", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.270888", "module": "Custom", "name": "Address Sales Order Link", "naming_rule": "", @@ -1576,8 +1576,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.361237", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.346187", "module": "Custom", "name": "Contact Address Link", "naming_rule": "", @@ -1730,8 +1730,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.412683", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.418889", "module": "Custom", "name": "Lead On-Site Meeting Link", "naming_rule": "", @@ -2332,8 +2332,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.483924", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.507246", "module": "Selling", "name": "Quotation Template", "naming_rule": "", @@ -2830,8 +2830,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.558008", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.595751", "module": "Selling", "name": "Quotation Template Item", "naming_rule": "", @@ -2984,8 +2984,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.609372", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.676141", "module": "Custom UI", "name": "Customer Company Link", "naming_rule": "", @@ -3138,8 +3138,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.660893", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.749303", "module": "Custom UI", "name": "Customer Address Link", "naming_rule": "", @@ -3292,8 +3292,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.712878", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.836296", "module": "Custom UI", "name": "Customer Contact Link", "naming_rule": "", @@ -3446,8 +3446,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.765849", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.900156", "module": "Custom", "name": "Address Contact Link", "naming_rule": "", @@ -3600,8 +3600,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.818352", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:40.986399", "module": "Custom", "name": "Customer On-Site Meeting Link", "naming_rule": "", @@ -3754,8 +3754,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.870984", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.054749", "module": "Custom", "name": "Customer Project Link", "naming_rule": "", @@ -3908,8 +3908,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.922695", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.114144", "module": "Custom", "name": "Customer Quotation Link", "naming_rule": "", @@ -4062,8 +4062,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:17.975165", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.170115", "module": "Custom", "name": "Customer Sales Order Link", "naming_rule": "", @@ -4216,8 +4216,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:18.027046", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.226997", "module": "Custom", "name": "Lead Address Link", "naming_rule": "", @@ -4370,8 +4370,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:18.078476", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.283969", "module": "Custom", "name": "Lead Contact Link", "naming_rule": "", @@ -4524,8 +4524,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:18.170095", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.344731", "module": "Custom", "name": "Lead Quotation Link", "naming_rule": "", @@ -4678,8 +4678,8 @@ "make_attachments_public": 0, "max_attachments": 0, "menu_index": null, - "migration_hash": "0df0ede31f640435231ba887f40eca91", - "modified": "2026-01-19 20:52:18.238066", + "migration_hash": "9792f2dfc070efd283d24244c612c2d4", + "modified": "2026-01-20 12:56:41.401007", "module": "Custom", "name": "Address Company Link", "naming_rule": "", diff --git a/custom_ui/hooks.py b/custom_ui/hooks.py index 04541cf..0f5911b 100644 --- a/custom_ui/hooks.py +++ b/custom_ui/hooks.py @@ -263,7 +263,8 @@ fixtures = [ "dt": "Property Setter", "filters": [ ["doc_type", "=", "Lead"], - ["doc_type", "=", "Project"] + ["doc_type", "=", "Project"], + ["doc_type", "=", "Address"] ] } diff --git a/custom_ui/install.py b/custom_ui/install.py index d264307..ab74967 100644 --- a/custom_ui/install.py +++ b/custom_ui/install.py @@ -598,6 +598,12 @@ def add_custom_fields(): options="Company", insert_after="project_type", description="The company associated with this project template." + ), + dict( + fieldname="calendar_color", + label="Calendar Color", + fieldtype="Color", + insert_after="company" ) ], "Task": [ diff --git a/frontend/src/api.js b/frontend/src/api.js index 18c1ae0..86e37f1 100644 --- a/frontend/src/api.js +++ b/frontend/src/api.js @@ -23,6 +23,7 @@ const FRAPPE_GET_JOB_TASK_LIST_METHOD = "custom_ui.api.db.jobs.get_job_task_list const FRAPPE_GET_INSTALL_PROJECTS_METHOD = "custom_ui.api.db.jobs.get_install_projects"; const FRAPPE_GET_JOBS_FOR_CALENDAR_METHOD = "custom_ui.api.db.jobs.get_projects_for_calendar"; const FRAPPE_GET_JOB_TEMPLATES_METHOD = "custom_ui.api.db.jobs.get_job_templates"; +const FRAPPE_UPDATE_JOB_SCHEDULED_DATES_METHOD = "custom_ui.api.db.jobs.update_job_scheduled_dates"; // Task methods const FRAPPE_GET_TASKS_METHOD = "custom_ui.api.db.tasks.get_tasks_table_data"; const FRAPPE_GET_TASKS_STATUS_OPTIONS = "custom_ui.api.db.tasks.get_task_status_options"; @@ -319,8 +320,17 @@ class Api { return result; } - static async getJobsForCalendar(date, company = null, projectTemplates = []) { - return await this.request(FRAPPE_GET_JOBS_FOR_CALENDAR_METHOD, { date, company, projectTemplates }); + static async getJobsForCalendar(startDate, endDate, company = null, projectTemplates = []) { + return await this.request(FRAPPE_GET_JOBS_FOR_CALENDAR_METHOD, { startDate, endDate, company, projectTemplates }); + } + + static async updateJobScheduledDates(jobName, newStartDate, newEndDate, foremanName) { + return await this.request(FRAPPE_UPDATE_JOB_SCHEDULED_DATES_METHOD, { + jobName, + newStartDate, + newEndDate, + foremanName, + }); } static async getJob(jobName) { diff --git a/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue b/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue index 152938a..9e24b16 100644 --- a/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue +++ b/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue @@ -23,9 +23,9 @@ variant="outlined" size="small" > - This Week + + This Week + -
-
{{ job.serviceType }}
-
{{ job.customer }}
-
- mdi-arrow-right -
+ :style="getJobStyle(job, day.date)" + draggable="true" + @click.stop="showEventDetails({ event: job })" + @dragstart="handleDragStart(job, $event)" + @dragend="handleDragEnd" + @mousedown="startResize($event, job, day.date)" + > + mdi-arrow-left +
+
{{ job.projectTemplate || job.serviceType }}
+
{{ stripAddress(job.address || job.jobAddress) }}
+ mdi-arrow-right +
+
+ + + @@ -261,41 +268,32 @@ @dragend="handleDragEnd" > -
- - {{ service.priority.toUpperCase() }} - - ${{ service.estimatedCost.toLocaleString() }} -
+
{{ service.projectTemplate || service.serviceType }}
+
+ mdi-map-marker + {{ stripAddress(service.address || service.jobAddress) }} +
+
+ mdi-account + {{ service.customer }} +
-
{{ service.serviceType }}
-
{{ service.customer }}
+
+ {{ service.notes }} +
-
-
- mdi-clock - {{ formatDuration(service.duration) }} -
-
- -
- {{ service.notes }} -
- - - mdi-calendar-plus - Schedule - - + + mdi-calendar-plus + Schedule + + @@ -306,67 +304,17 @@ - - - - - {{ selectedEvent.title }} - - {{ selectedEvent.priority.toUpperCase() }} - - + + - -
-
- mdi-account - Customer: {{ selectedEvent.customer }} -
-
- mdi-map-marker - Address: {{ selectedEvent.address }} -
-
- mdi-wrench - Service Type: {{ selectedEvent.serviceType }} -
-
- mdi-calendar - Date: {{ selectedEvent.scheduledDate }} -
-
- mdi-clock - Time: {{ selectedEvent.scheduledTime }} ({{ - formatDuration(selectedEvent.duration) - }}) -
-
- mdi-account-hard-hat - Crew: {{ selectedEvent.foreman || "Not assigned" }} -
-
- mdi-currency-usd - Estimated Cost: ${{ - selectedEvent.estimatedCost.toLocaleString() - }} -
-
- mdi-note-text - Notes: {{ selectedEvent.notes }} -
-
- - - - - Close - - - - - -
- {{ tooltip }} + +
+ āžœ Extend to next week
@@ -376,6 +324,7 @@ import { ref, onMounted, computed, watch } from "vue"; import Api from "../../../api"; import { useNotificationStore } from "../../../stores/notifications-primevue"; import { useCompanyStore } from "../../../stores/company"; +import JobDetailsModal from "../../modals/JobDetailsModal.vue"; const notifications = useNotificationStore(); const companyStore = useCompanyStore(); @@ -393,10 +342,8 @@ const draggedService = ref(null); const isDragOver = ref(false); const dragOverCell = ref(null); -// Tooltip state -const tooltip = ref(''); -const tooltipVisible = ref(false); -const tooltipPosition = ref({ x: 0, y: 0 }); +// Extend to next week popup state +const showExtendToNextWeekPopup = ref(false); // Resize state const resizingJob = ref(null); @@ -495,7 +442,13 @@ function daysBetween(startDate, endDate) { // Helper function to check if date is a holiday function isHoliday(dateStr) { - return holidays.value.some(holiday => holiday.date === dateStr); + return holidays.value.some(holiday => holiday.holidayDate === dateStr); +} + +// Helper function to get holiday description for a date +function getHolidayDescription(dateStr) { + const holiday = holidays.value.find(h => h.holidayDate === dateStr); + return holiday ? holiday.description : null; } // Helper function to check if date is Sunday @@ -532,6 +485,90 @@ function jobSpansToNextWeek(job) { return end > weekEnd; } +// Helper function to check if job starts before current week +function jobStartsBeforeWeek(job) { + const startDate = job.expectedStartDate || job.scheduledDate; + const start = parseLocalDate(startDate); + const weekStart = parseLocalDate(weekStartDate.value); + return start < weekStart; +} + +// Helper function to strip address after "-#-" +function stripAddress(address) { + if (!address) return ''; + const index = address.indexOf('-#-'); + return index > -1 ? address.substring(0, index).trim() : address; +} + +// Helper function to get crew name from foreman ID +function getCrewName(foremanId) { + if (!foremanId) return 'Not assigned'; + const foreman = foremen.value.find(f => f.name === foremanId); + if (!foreman) return foremanId; + 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) +function getJobSegments(job) { + const startDate = job.scheduledDate; + const endDate = job.scheduledEndDate || job.scheduledDate; + const weekEndDate = addDays(weekStartDate.value, 6); // Saturday + + const segments = []; + let segmentStart = startDate; + let currentDate = startDate; + + const start = parseLocalDate(startDate); + const end = parseLocalDate(endDate); + const weekEnd = parseLocalDate(weekEndDate); + + // Don't render segments beyond the current week's Saturday + const effectiveEnd = end <= weekEnd ? end : weekEnd; + + for (let d = new Date(start); d <= effectiveEnd; d.setDate(d.getDate() + 1)) { + const dateStr = toLocalDateString(d); + + // If we hit a holiday or Sunday, close the current segment + if (isHoliday(dateStr) || isSunday(dateStr)) { + // Close previous segment if it exists + if (segmentStart !== null) { + const prevDate = toLocalDateString(new Date(d.getTime() - 86400000)); // Previous day + if (parseLocalDate(prevDate) >= parseLocalDate(startDate)) { + segments.push({ start: segmentStart, end: prevDate }); + } + segmentStart = null; + } + } else { + // Start a new segment if we don't have one + if (segmentStart === null) { + segmentStart = dateStr; + } + } + } + + // Close the final segment if there's an open one + if (segmentStart !== null) { + const finalEnd = toLocalDateString(effectiveEnd); + segments.push({ start: segmentStart, end: finalEnd }); + } + + return segments; +} + // Computed properties const weekDisplayText = computed(() => { const startDate = parseLocalDate(weekStartDate.value); @@ -612,8 +649,8 @@ const formatDuration = (minutes) => { // Get jobs for a specific foreman and date const getJobsForCell = (foremanId, date) => { - // Don't render jobs on Sunday - if (isSunday(date)) return []; + // Don't render jobs on Sunday or holidays + if (isSunday(date) || isHoliday(date)) return []; return scheduledServices.value.filter((job) => { if (job.foreman !== foremanId) return false; @@ -622,7 +659,24 @@ const getJobsForCell = (foremanId, date) => { const jobEnd = job.scheduledEndDate || job.scheduledDate; // Check if this date falls within the job's date range - return date >= jobStart && date <= jobEnd; + // AND that it's a valid segment start date + const segments = getJobSegments(job); + return segments.some(seg => seg.start === date); + }); +}; + +// Get jobs that need a connector line on this holiday +const getJobsWithConnector = (foremanId, date) => { + if (!isHoliday(date)) return []; + + return scheduledServices.value.filter((job) => { + if (job.foreman !== foremanId) return false; + + const jobStart = job.scheduledDate; + const jobEnd = job.scheduledEndDate || job.scheduledDate; + + // Check if this holiday date falls within the job's range + return date > jobStart && date < jobEnd; }); }; @@ -630,27 +684,65 @@ const getJobsForCell = (foremanId, date) => { const getJobStyle = (job, currentDate) => { const jobStart = job.scheduledDate; const jobEnd = job.scheduledEndDate || job.scheduledDate; + const segments = getJobSegments(job); - // Calculate how many days this job spans - const duration = daysBetween(jobStart, jobEnd) + 1; + // Find which segment (if any) should be rendered at currentDate + const segmentIndex = segments.findIndex(seg => seg.start === currentDate); - // Only render the job on its starting day - if (currentDate !== jobStart) { + if (segmentIndex === -1) { return { display: 'none' }; } + const segment = segments[segmentIndex]; + + // Calculate visual duration for this segment + let visualDays = daysBetween(segment.start, segment.end) + 1; + // For multi-day jobs, calculate width to span cells - // Each additional day adds 100% + 1px for the border - const widthCalc = duration === 1 + const widthCalc = visualDays === 1 ? 'calc(100% - 8px)' // Single day: full width minus padding - : `calc(${duration * 100}% + ${(duration - 1)}px)`; // Multi-day: span cells accounting for borders + : `calc(${visualDays * 100}% + ${(visualDays - 1)}px)`; // Multi-day: span cells accounting for borders + + // Get color from project template + let backgroundColor = '#2196f3'; // Default color + if (job.projectTemplate) { + const template = projectTemplates.value.find(t => t.name === job.projectTemplate); + if (template && template.calendarColor) { + backgroundColor = template.calendarColor; + } + } + const darkerColor = darkenColor(backgroundColor, 20); return { width: widthCalc, zIndex: 10, + background: `linear-gradient(135deg, ${backgroundColor}, ${darkerColor})` }; }; +// Helper function to darken a color +function darkenColor(color, percent) { + if (!color || color === 'transparent') return '#1976d2'; + + // Convert hex to RGB + let r, g, b; + if (color.startsWith('#')) { + const hex = color.replace('#', ''); + r = parseInt(hex.substring(0, 2), 16); + g = parseInt(hex.substring(2, 4), 16); + b = parseInt(hex.substring(4, 6), 16); + } else { + return color; // Return original if not hex + } + + // Darken + r = Math.max(0, Math.floor(r * (1 - percent / 100))); + g = Math.max(0, Math.floor(g * (1 - percent / 100))); + b = Math.max(0, Math.floor(b * (1 - percent / 100))); + + return `rgb(${r}, ${g}, ${b})`; +} + // Calendar navigation methods const previousWeek = () => { const date = parseLocalDate(weekStartDate.value); @@ -776,7 +868,6 @@ const handleDragEnd = (event) => { draggedService.value = null; isDragOver.value = false; dragOverCell.value = null; - tooltipVisible.value = false; }; const handleDragOver = (event, foremanId, date) => { @@ -824,7 +915,6 @@ const handleDragLeave = (event) => { ) { isDragOver.value = false; dragOverCell.value = null; - tooltipVisible.value = false; } }, 10); }; @@ -844,6 +934,16 @@ const handleDrop = async (event, foremanId, date) => { return; } + // Prevent dropping on holidays + if (isHoliday(date)) { + const holidayDesc = getHolidayDescription(date); + notifications.addError(`Cannot schedule jobs on ${holidayDesc || 'a holiday'}. Please select a different date.`); + isDragOver.value = false; + dragOverCell.value = null; + draggedService.value = null; + return; + } + // Get foreman details const foreman = foremen.value.find(f => f.name === foremanId); if (!foreman) return; @@ -858,7 +958,6 @@ const handleDrop = async (event, foremanId, date) => { isDragOver.value = false; dragOverCell.value = null; draggedService.value = null; - tooltipVisible.value = false; return; } @@ -867,20 +966,26 @@ const handleDrop = async (event, foremanId, date) => { if (serviceIndex !== -1) { const wasScheduled = services.value[serviceIndex].isScheduled; - services.value[serviceIndex] = { - ...services.value[serviceIndex], - isScheduled: true, - scheduledDate: date, - scheduledEndDate: endDate, - foreman: foreman.name - }; const action = wasScheduled ? 'Moved' : 'Scheduled'; console.log(`${action} ${draggedService.value.serviceType} for ${foreman.employeeName} on ${date} to ${endDate}`); - + // Call API to persist changes (placeholder for now) try { - notifications.addWarning("API update feature coming soon!"); + await Api.updateJobScheduledDates( + draggedService.value.id, + date, + endDate, + foreman.name + ) + services.value[serviceIndex] = { + ...services.value[serviceIndex], + isScheduled: true, + scheduledDate: date, + scheduledEndDate: endDate, + foreman: foreman.name + }; + notifications.addSuccess("Job scheduled successfully!"); // Future implementation: // await Api.updateJobSchedule({ // id: draggedService.value.id, @@ -899,7 +1004,6 @@ const handleDrop = async (event, foremanId, date) => { isDragOver.value = false; dragOverCell.value = null; draggedService.value = null; - tooltipVisible.value = false; }; // Handle dropping scheduled items back to unscheduled @@ -934,7 +1038,13 @@ const handleUnscheduledDrop = async (event) => { // Call API to persist changes (placeholder for now) try { - notifications.addWarning("API update feature coming soon!"); + await Api.updateJobScheduledDates( + draggedService.value.id, + null, + null, + null + ) + notifications.addSuccess("Job unscheduled successfully!"); // Future implementation: // await Api.updateJobSchedule({ // id: draggedService.value.id, @@ -1001,20 +1111,45 @@ const handleResize = (event) => { // Calculate how many days to extend with better snapping (0.4 threshold instead of 0.5) const daysToAdd = Math.floor(deltaX / cellWidth + 0.4); - // Calculate new end date based on current job duration + adjustment - const jobStartDate = resizingJob.value.scheduledDate; - const currentEndDate = originalEndDate.value || jobStartDate; - const currentDuration = daysBetween(jobStartDate, currentEndDate); // Days from start to current end - const totalDays = currentDuration + daysToAdd; + // Calculate new end date based on current end date + adjustment + const currentEndDate = originalEndDate.value; + const currentEndDateObj = parseLocalDate(currentEndDate); - // Minimum is same day (0 days difference) - if (totalDays >= 0) { - let newEndDate = addDays(jobStartDate, totalDays); - let extendsOverSunday = false; - - // Check if the new end date or any date in between is Sunday - for (let i = 0; i <= totalDays; i++) { - const checkDate = addDays(jobStartDate, i); + // Calculate proposed end date by adding days to the CURRENT end date + let proposedEndDate = addDays(currentEndDate, daysToAdd); + + // Don't allow shrinking before the current end date (minimum stay at current) + if (daysToAdd < 0) { + proposedEndDate = currentEndDate; + } + + let newEndDate = proposedEndDate; + let extendsOverSunday = false; + let hasHolidayBlock = false; + const weekEndDate = addDays(weekStartDate.value, 6); // Saturday + const proposedDate = parseLocalDate(proposedEndDate); + const saturdayDate = parseLocalDate(weekEndDate); + + // Check for holidays in the EXTENSION range only (from current end to proposed end) + const holidaysInRange = getHolidaysInRange(currentEndDate, proposedEndDate); + if (holidaysInRange.length > 0) { + hasHolidayBlock = true; + // Allow the extension - visual split will be handled by getJobSegments + newEndDate = proposedEndDate; + } + + // Check if the proposed end date extends past Saturday or lands on Sunday + if (proposedDate > saturdayDate || isSunday(proposedEndDate)) { + extendsOverSunday = true; + // Set logical end date to next Monday, but visually cap at Saturday + newEndDate = getNextMonday(weekEndDate); + } else if (!hasHolidayBlock && daysToAdd > 0) { + // Check if any date in the EXTENSION range is Sunday (only if no holiday block) + // Only check from current end to proposed end + const startCheck = parseLocalDate(currentEndDate); + const endCheck = parseLocalDate(proposedEndDate); + for (let d = new Date(startCheck.getTime() + 86400000); d <= endCheck; d.setDate(d.getDate() + 1)) { + const checkDate = toLocalDateString(d); if (isSunday(checkDate)) { extendsOverSunday = true; // Extend to next Monday @@ -1022,85 +1157,67 @@ const handleResize = (event) => { break; } } - - // Show tooltip if extending over Sunday - if (extendsOverSunday) { - tooltip.value = 'Extend to next Monday'; - tooltipVisible.value = true; - tooltipPosition.value = { x: event.clientX, y: event.clientY }; - } else { - tooltipVisible.value = false; - } - - const serviceIndex = services.value.findIndex(s => s.id === resizingJob.value.id); - if (serviceIndex !== -1) { - services.value[serviceIndex] = { - ...services.value[serviceIndex], - scheduledEndDate: newEndDate - }; - } + } + + // Show popup if extending over Sunday + showExtendToNextWeekPopup.value = extendsOverSunday; + + const serviceIndex = services.value.findIndex(s => s.id === resizingJob.value.id); + if (serviceIndex !== -1) { + services.value[serviceIndex] = { + ...services.value[serviceIndex], + scheduledEndDate: newEndDate + }; } }; const stopResize = async () => { if (!resizingJob.value) return; - // Hide tooltip - tooltipVisible.value = false; + // Hide popup + showExtendToNextWeekPopup.value = false; const job = resizingJob.value; - const newEndDate = job.scheduledEndDate || job.scheduledDate; - // Check for holidays in the range (excluding the extended-to-Monday case) - const jobStartDate = job.scheduledDate; - const weekEnd = addDays(weekStartDate.value, 6); // Saturday + // Find the updated job in services array (because resizingJob.value is a stale reference) + const serviceIndex = services.value.findIndex(s => s.id === job.id); + if (serviceIndex === -1) return; - // Only check for holidays in the current week range - const endDateToCheck = parseLocalDate(newEndDate) <= parseLocalDate(weekEnd) ? newEndDate : weekEnd; - - if (hasHolidayInRange(jobStartDate, endDateToCheck)) { - notifications.addError("Cannot extend job onto a holiday. Resize cancelled."); - // Revert the change - const serviceIndex = services.value.findIndex(s => s.id === job.id); - if (serviceIndex !== -1) { - services.value[serviceIndex] = { - ...services.value[serviceIndex], - scheduledEndDate: originalEndDate.value - }; - } - // Clean up - document.removeEventListener('mousemove', handleResize); - document.removeEventListener('mouseup', stopResize); - document.body.style.cursor = 'default'; - setTimeout(() => { - justFinishedResize.value = false; - }, 150); - resizingJob.value = null; - resizeStartX.value = 0; - resizeStartDate.value = null; - originalEndDate.value = null; - return; - } + const updatedJob = services.value[serviceIndex]; + const newEndDate = updatedJob.scheduledEndDate || updatedJob.scheduledDate; + console.log(`Proposed new end date for job ${job.serviceType}: ${newEndDate}`); // Only update if end date changed if (newEndDate !== originalEndDate.value) { + const weekEnd = addDays(weekStartDate.value, 6); // Saturday const extendsToNextWeek = parseLocalDate(newEndDate) > parseLocalDate(weekEnd); + if (extendsToNextWeek) { notifications.addInfo(`Job extended to next Monday (${formatDate(newEndDate)})`); } - console.log(`Extended job ${job.serviceType} to ${newEndDate}`); - // Call API to persist changes (placeholder for now) + console.log(`Extended job ${job.serviceType} from ${originalEndDate.value} to ${newEndDate}`); + + // Call API to persist changes try { - notifications.addWarning("API update feature coming soon!"); - // Future implementation: - // await Api.updateJobSchedule({ - // id: job.id, - // expectedEndDate: newEndDate - // }); + await Api.updateJobScheduledDates( + job.id, + job.scheduledDate, + newEndDate, + job.foreman + ); + notifications.addSuccess("Job end date updated successfully!"); } catch (error) { console.error("Error updating job end date:", error); - notifications.addError("Failed to update job"); + notifications.addError("Failed to update job end date"); + // Revert on error + const serviceIndex = services.value.findIndex(s => s.id === job.id); + if (serviceIndex !== -1) { + services.value[serviceIndex] = { + ...services.value[serviceIndex], + scheduledEndDate: originalEndDate.value + }; + } } } @@ -1127,7 +1244,7 @@ const fetchProjects = async () => { const startDate = weekStartDate.value; const endDate = addDays(startDate, 6); - const data = await Api.getJobsForCalendar(startDate, companyStore.currentCompany, selectedProjectTemplates.value); + const data = await Api.getJobsForCalendar(startDate, endDate, companyStore.currentCompany, selectedProjectTemplates.value); // Transform the API response into the format the component expects const transformedServices = []; @@ -1136,6 +1253,7 @@ const fetchProjects = async () => { if (data.projects && Array.isArray(data.projects)) { data.projects.forEach(project => { transformedServices.push({ + ...project, // Include all fields from API id: project.name, title: project.projectName || project.jobAddress || 'Unnamed Project', serviceType: project.projectName || project.jobAddress || 'Install Project', @@ -1147,7 +1265,10 @@ const fetchProjects = async () => { priority: (project.priority || 'Medium').toLowerCase(), estimatedCost: project.totalSalesAmount || project.estimatedCosting || 0, notes: project.notes || '', - isScheduled: true + isScheduled: true, + projectTemplate: project.projectTemplate, + calendarColor: project.calendarColor, + jobAddress: project.jobAddress }); }); } @@ -1156,6 +1277,7 @@ const fetchProjects = async () => { if (data.unscheduledProjects && Array.isArray(data.unscheduledProjects)) { data.unscheduledProjects.forEach(project => { transformedServices.push({ + ...project, // Include all fields from API id: project.name, title: project.projectName || project.jobAddress || 'Unnamed Project', serviceType: project.projectName || project.jobAddress || 'Install Project', @@ -1167,7 +1289,10 @@ const fetchProjects = async () => { priority: (project.priority || 'Medium').toLowerCase(), estimatedCost: project.totalSalesAmount || project.estimatedCosting || 0, notes: project.notes || '', - isScheduled: false + isScheduled: false, + projectTemplate: project.projectTemplate, + calendarColor: project.calendarColor, + jobAddress: project.jobAddress }); }); } @@ -1419,15 +1544,16 @@ onMounted(async () => { background: linear-gradient(135deg, #2196f3, #1976d2); color: white; border-radius: 4px; - padding: 6px 8px; - font-size: 0.8em; + padding: 8px 10px; + font-size: 0.85em; cursor: pointer; overflow: hidden; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.2); transition: all 0.2s; display: flex; align-items: center; - min-height: 40px; + min-height: 68px; + height: calc(100% - 8px); max-width: none; /* Allow spanning */ } @@ -1451,6 +1577,9 @@ onMounted(async () => { .job-content { flex: 1; overflow: hidden; + display: flex; + flex-direction: column; + justify-content: center; } .job-title { @@ -1458,15 +1587,17 @@ onMounted(async () => { white-space: nowrap; overflow: hidden; text-overflow: ellipsis; - margin-bottom: 2px; + margin-bottom: 4px; + font-size: 0.95em; } -.job-customer { - font-size: 0.75em; +.job-address { + font-size: 0.8em; opacity: 0.9; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; + line-height: 1.3; } .resize-handle { @@ -1488,20 +1619,20 @@ onMounted(async () => { border-left: 3px solid rgba(255, 255, 255, 0.9); } -.calendar-job.priority-urgent { - background: linear-gradient(135deg, #f44336, #d32f2f); +.spans-arrow-left { + position: absolute; + left: 5px; + top: 50%; + transform: translateY(-50%); + color: rgba(255, 255, 255, 0.8); } -.calendar-job.priority-high { - background: linear-gradient(135deg, #ff9800, #f57c00); -} - -.calendar-job.priority-medium { - background: linear-gradient(135deg, #2196f3, #1976d2); -} - -.calendar-job.priority-low { - background: linear-gradient(135deg, #4caf50, #388e3c); +.spans-arrow-right { + position: absolute; + right: 25px; /* Position before resize handle */ + top: 50%; + transform: translateY(-50%); + color: rgba(255, 255, 255, 0.8); } .unscheduled-section { @@ -1612,43 +1743,86 @@ onMounted(async () => { color: #666; } -.event-details { - display: flex; - flex-direction: column; - gap: 12px; -} - -.detail-row { - display: flex; - align-items: center; - gap: 8px; -} - .day-cell.holiday { - background-color: rgba(255, 193, 7, 0.1); /* yellow tint for holidays */ + 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 */ } -.tooltip { - position: fixed; - background: rgba(0, 0, 0, 0.8); - color: white; - padding: 8px 12px; - border-radius: 4px; - font-size: 0.875em; +.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: 1000; - white-space: nowrap; + z-index: 5; } -.spans-arrow { - position: absolute; - right: 25px; /* Position before resize handle */ - top: 50%; - transform: translateY(-50%); - color: rgba(255, 255, 255, 0.8); +.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; } \ No newline at end of file diff --git a/frontend/src/components/modals/JobDetailsModal.vue b/frontend/src/components/modals/JobDetailsModal.vue new file mode 100644 index 0000000..4c33beb --- /dev/null +++ b/frontend/src/components/modals/JobDetailsModal.vue @@ -0,0 +1,299 @@ + + + + + diff --git a/frontend/src/components/pages/Estimate.vue b/frontend/src/components/pages/Estimate.vue index e2e6a7a..75d0d50 100644 --- a/frontend/src/components/pages/Estimate.vue +++ b/frontend/src/components/pages/Estimate.vue @@ -1006,7 +1006,7 @@ onMounted(async () => { }; }); } - formData.requiresHalfPayment = estimate.value.custom_requires_half_payment || false; + formData.requiresHalfPayment = estimate.value.requiresHalfPayment || false; estimateResponse.value = estimate.value.customResponse; estimateResponseSelection.value = estimate.value.customResponse; } From c0b1f3f37af3619913d5327fd4b4d300a1abab3f Mon Sep 17 00:00:00 2001 From: rocketdebris Date: Thu, 22 Jan 2026 10:46:11 -0500 Subject: [PATCH 11/41] Added sales order items as tasks to the project. --- custom_ui/api/db/jobs.py | 15 ++++++++++++--- 1 file changed, 12 insertions(+), 3 deletions(-) diff --git a/custom_ui/api/db/jobs.py b/custom_ui/api/db/jobs.py index 082733e..16bd48a 100644 --- a/custom_ui/api/db/jobs.py +++ b/custom_ui/api/db/jobs.py @@ -25,7 +25,7 @@ def create_job_from_sales_order(sales_order_name): try: sales_order = frappe.get_doc("Sales Order", sales_order_name) project_template = frappe.get_doc("Project Template", "SNW Install") - new_job = frappe.get_doc({ + new_project = frappe.get_doc({ "doctype": "Project", "custom_address": sales_order.custom_job_address, # "custom_installation_address": sales_order.custom_installation_address, @@ -35,13 +35,22 @@ def create_job_from_sales_order(sales_order_name): "sales_order": sales_order, "custom_company": sales_order.company }) - new_job.insert() + new_project.insert() + for sales_order_item in sales_order.items: + new_task = frappe.get_doc({ + "doctype": "Task", + "project": new_project.name, + "company": sales_order.company, + "custom_property": sales_order.custom_job_address, + "subject": sales_order_item.description, + }) + new_task.insert() # Iterate through new tasks (if any) and set customer, address # job_tasks = frappe.get_all("Task", filters={"Project": new_job.name}) # for task in job_tasks: # task.custom_property = new_job.job_address # task.save() - return build_success_response(new_job.as_dict()) + return build_success_response(new_project.as_dict()) except Exception as e: return build_error_response(str(e), 500) From f386edf769aa1f4804741901c0d5ec3de4564384 Mon Sep 17 00:00:00 2001 From: rocketdebris Date: Thu, 22 Jan 2026 10:46:49 -0500 Subject: [PATCH 12/41] Updated the TodoChart to have arbitrary categories, labels, data, and colors. --- frontend/src/components/common/TodoChart.vue | 36 +++++---- frontend/src/components/pages/Home.vue | 78 ++++++++++---------- 2 files changed, 55 insertions(+), 59 deletions(-) diff --git a/frontend/src/components/common/TodoChart.vue b/frontend/src/components/common/TodoChart.vue index 8f07255..b55b655 100644 --- a/frontend/src/components/common/TodoChart.vue +++ b/frontend/src/components/common/TodoChart.vue @@ -21,7 +21,7 @@ diff --git a/frontend/src/components/pages/Home.vue b/frontend/src/components/pages/Home.vue index d1ecda7..d5e0621 100644 --- a/frontend/src/components/pages/Home.vue +++ b/frontend/src/components/pages/Home.vue @@ -15,8 +15,7 @@
@@ -224,6 +236,7 @@ import { ref, computed, onMounted, watch } from "vue"; import { useRoute, useRouter } from "vue-router"; import BidMeetingModal from "../../modals/BidMeetingModal.vue"; import MeetingDetailsModal from "../../modals/MeetingDetailsModal.vue"; +import BidMeetingNoteForm from "../../modals/BidMeetingNoteForm.vue"; import { useLoadingStore } from "../../../stores/loading"; import { useNotificationStore } from "../../../stores/notifications-primevue"; import { useCompanyStore } from "../../../stores/company"; @@ -251,6 +264,8 @@ const unscheduledMeetings = ref([]); const selectedMeeting = ref(null); const showMeetingModal = ref(false); const showNewMeetingModal = ref(false); +const showNoteFormModal = ref(false); +const selectedMeetingForNotes = ref(null); // Drag and drop state const isDragOver = ref(false); @@ -476,6 +491,63 @@ const handleMeetingUpdated = async () => { await loadUnscheduledMeetings(); }; +const openNoteForm = (meeting) => { + // Verify meeting has required data + if (!meeting || !meeting.name) { + notificationStore.addNotification({ + type: "error", + title: "Error", + message: "Meeting information is incomplete", + duration: 5000, + }); + return; + } + + if (!meeting.projectTemplate) { + notificationStore.addNotification({ + type: "error", + title: "Missing Project Template", + message: "This meeting does not have a project template assigned. Cannot open note form.", + duration: 5000, + }); + return; + } + + selectedMeetingForNotes.value = meeting; + showNoteFormModal.value = true; +}; + +const handleNoteFormSubmit = async () => { + // After successful submission, mark the meeting as completed + try { + loadingStore.setLoading(true); + await Api.updateBidMeeting(selectedMeetingForNotes.value.name, { + status: "Completed", + }); + + notificationStore.addNotification({ + type: "success", + title: "Success", + message: "Meeting marked as completed", + duration: 5000, + }); + + // Reload meetings + await handleMeetingUpdated(); + } catch (error) { + console.error("Error updating meeting status:", error); + } finally { + loadingStore.setLoading(false); + showNoteFormModal.value = false; + selectedMeetingForNotes.value = null; + } +}; + +const handleNoteFormCancel = () => { + showNoteFormModal.value = false; + selectedMeetingForNotes.value = null; +}; + const openNewMeetingModal = () => { showNewMeetingModal.value = true; }; @@ -491,7 +563,16 @@ const handleNewMeetingConfirm = async (meetingData) => { showNewMeetingModal.value = false; - // Reload unscheduled meetings to show the new one + // Optimistically add the new meeting to the unscheduled list + unscheduledMeetings.value.unshift({ + name: result.name, + address: meetingData.address, + projectTemplate: meetingData.projectTemplate, + contact: meetingData.contact, + status: "Unscheduled", + }); + + // Reload unscheduled meetings to ensure consistency await loadUnscheduledMeetings(); notificationStore.addNotification({ @@ -536,6 +617,7 @@ const handleDragStart = (event, meeting = null) => { notes: meeting.notes || "", assigned_employee: meeting.assigned_employee || "", status: meeting.status, + projectTemplate: meeting.projectTemplate, }; } else if (!draggedMeeting.value) { // If no meeting data is set, use query address @@ -559,6 +641,7 @@ const handleMeetingDragStart = (event, meeting) => { assigned_employee: meeting.assigned_employee || "", status: meeting.status, isRescheduling: true, // Flag to indicate this is a reschedule + projectTemplate: meeting.projectTemplate, }; // Store the original meeting data in case drag is cancelled @@ -669,6 +752,7 @@ const handleDrop = async (event, date, time) => { notes: droppedMeeting.notes || "", assigned_employee: droppedMeeting.assigned_employee || "", status: "Scheduled", + projectTemplate: droppedMeeting.projectTemplate, }; // If this is an existing meeting, update it in the backend @@ -792,6 +876,7 @@ const handleDropToUnscheduled = async (event) => { notes: droppedMeeting.notes || "", status: "Unscheduled", assigned_employee: droppedMeeting.assigned_employee || "", + projectTemplate: droppedMeeting.projectTemplate, }); } diff --git a/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue b/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue index 9e24b16..6a93558 100644 --- a/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue +++ b/frontend/src/components/calendar/jobs/SNWProjectCalendar.vue @@ -306,7 +306,7 @@ { const applyTemplateFilter = async () => { showTemplateMenu.value = false; - await fetchProjects(currentDate.value); + // await fetchProjects(currentDate.value); + await fetchServiceAppointments(); }; // Date picker methods @@ -1238,14 +1239,20 @@ const stopResize = async () => { originalEndDate.value = null; }; -const fetchProjects = async () => { +const fetchServiceAppointments = async (currentDate) => { try { // Calculate date range for the week const startDate = weekStartDate.value; const endDate = addDays(startDate, 6); - const data = await Api.getJobsForCalendar(startDate, endDate, companyStore.currentCompany, selectedProjectTemplates.value); - + // const data = await Api.getJobsForCalendar(startDate, endDate, companyStore.currentCompany, selectedProjectTemplates.value); + const data = await Api.getServiceAppointments( + [companyStore.currentCompany], + { + "expectedStartDate": ["<=", endDate], + "expectedEndDate": [">=", startDate] + } + ); // Transform the API response into the format the component expects const transformedServices = []; @@ -1350,21 +1357,24 @@ const fetchHolidays = async () => { } watch(weekStartDate, async () => { - await fetchProjects(); + // await fetchProjects(); + await fetchServiceAppointments(); await fetchHolidays(); }); watch(companyStore, async () => { await fetchForemen(); await fetchProjectTemplates(); - await fetchProjects(); + // await fetchProjects(); + await fetchServiceAppointments(); }, { deep: true }); // Lifecycle onMounted(async () => { await fetchForemen(); await fetchProjectTemplates(); - await fetchProjects(); + // await fetchProjects(); + await fetchServiceAppointments(); await fetchHolidays(); }); diff --git a/frontend/src/components/modals/BidMeetingNoteForm.vue b/frontend/src/components/modals/BidMeetingNoteForm.vue new file mode 100644 index 0000000..d97d32f --- /dev/null +++ b/frontend/src/components/modals/BidMeetingNoteForm.vue @@ -0,0 +1,978 @@ +