Added half down payment tracking to Project.

custom_ui/api/db/addresses.py

@@ -1,7 +1,7 @@
 import frappe
 import json
 from custom_ui.db_utils import build_error_response, build_success_response
-from custom_ui.services import ClientService, AddressService
+from custom_ui.services import ClientService, AddressService, ContactService
 
 @frappe.whitelist()
 def get_address_by_full_address(full_address):
@@ -35,6 +35,33 @@ def get_address(address_name):
 #     except Exception as e:
 #         return build_error_response(str(e), 500)
 
+@frappe.whitelist()
+def create_address(address_data, company, customer_name):
+    """Create a new address."""
+    print(f"DEBUG: create_address called with address_data: {address_data}, company: {company}, customer_name: {customer_name}")
+    if isinstance(address_data, str):
+        address_data = json.loads(address_data)
+    customer_doctype = ClientService.get_client_doctype(customer_name)
+    address_data["customer_name"] = customer_name
+    address_data["customer_type"] = customer_doctype
+    address_data["address_title"] = AddressService.build_address_title(customer_name, address_data)
+    address_data["address_type"] = "Service"
+    address_data["custom_billing_address"] = 0
+    address_data["is_service_address"] = 1
+    address_data["country"] = "United States"
+    address_data["companies"] = [{ "company": company }]
+    print(f"DEBUG: Final address_data before creation: {address_data}")
+    try:
+        address_doc = AddressService.create_address(address_data)
+        for contact in address_data.get("contacts", []):
+            AddressService.link_address_to_contact(address_doc, contact)
+            contact_doc = ContactService.get_or_throw(contact)
+            ContactService.link_contact_to_address(contact_doc, address_doc)
+            ClientService.append_link_v2(customer_name, "properties", {"address": address_doc.name})
+        return build_success_response(address_doc.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
 @frappe.whitelist()
 def get_addresses(fields=["*"], filters={}):
     """Get addresses with optional filtering."""

custom_ui/api/db/bid_meetings.py

@@ -4,15 +4,17 @@ 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(
             "On-Site Meeting",
             fields=["*"],
             filters=[
+                ["status", "!=", "Cancelled"],
                 ["start_time", ">=", week_start],
-                ["start_time", "<=", week_end]
+                ["start_time", "<=", week_end],
+                ["company", "=", company]
             ],
             order_by="start_time asc"
         )
@@ -27,7 +29,19 @@ 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_meeting_note_form(project_template):
+    bid_meeting_note_form_name = frappe.db.get_value("Project Template", project_template, "bid_meeting_note_form")
+    if not bid_meeting_note_form_name:
+        return build_error_response(f"No Bid Meeting Note Form configured for Project Template '{project_template}'", 404)
+    try:
+        note_form = frappe.get_doc("Bid Meeting Note Form", bid_meeting_note_form_name)
+        return build_success_response(note_form.as_dict())
+    except Exception as e:
+        frappe.log_error(message=str(e), title="Get Bid Meeting Note Form Failed")
+        return build_error_response(str(e), 500)
+
+@frappe.whitelist()
+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)
@@ -51,15 +65,26 @@ def get_bid_meetings(fields=["*"], filters={}):
         frappe.log_error(message=str(e), title="Get On-Site Meetings Failed")
         return build_error_response(str(e), 500)
 
+@frappe.whitelist()
+def get_bid_meeting_note(name):
+    """Get a specific Bid Meeting Note by name."""
+    try:
+        note = frappe.get_doc("Bid Meeting Note", name)
+        return build_success_response(note.as_dict())
+    except frappe.DoesNotExistError:
+        return build_error_response(f"Bid Meeting Note '{name}' does not exist.", 404)
+    except Exception as e:
+        frappe.log_error(message=str(e), title="Get Bid Meeting Note Failed")
+        return build_error_response(str(e), 500)
     
 @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:
@@ -74,6 +99,62 @@ def get_unscheduled_bid_meetings():
         frappe.log_error(message=str(e), title="Get Unscheduled On-Site Meetings Failed")
         return build_error_response(str(e), 500)
 
+@frappe.whitelist()
+def submit_bid_meeting_note_form(bid_meeting, project_template, fields, form_template):
+    """Submit Bid Meeting Note Form data for a specific On-Site Meeting."""
+    if isinstance(fields, str):
+        fields = json.loads(fields)
+    try:
+        print(f"DEBUG: Submitting Bid Meeting Note Form for meeting='{bid_meeting}' from template='{form_template}' with fields='{fields}'")
+        
+        meeting = DbService.get_or_throw("On-Site Meeting", bid_meeting)       
+        
+        # Update fields on the meeting
+        meeting_note_field_docs = [{
+            "label": field.get("label"),
+            "type": field.get("type"),
+            "value": json.dumps(field.get("value")) if isinstance(field.get("value"), (list, dict)) else field.get("value"),
+            "row": field.get("row"),
+            "column": field.get("column"),
+            "value_doctype": field.get("doctype_for_select"),
+            "available_options": field.get("options"),
+            "include_available_options": field.get("include_available_options", False),
+            "conditional_on_field": field.get("conditional_on_field"),
+            "conditional_on_value": field.get("conditional_on_value"),
+            "doctype_label_field": field.get("doctype_label_field")
+        } for field in fields]
+        new_bid_meeting_note_doc = frappe.get_doc({
+            "doctype": "Bid Meeting Note",
+            "bid_meeting": bid_meeting,
+            "project_template": project_template,
+            "form_template": form_template,
+            "fields": meeting_note_field_docs
+        })
+        new_bid_meeting_note_doc.insert(ignore_permissions=True)
+        for field_row, field in zip(new_bid_meeting_note_doc.fields, fields):
+            print(f"DEBUG: {field_row.label} - {field.get("label")}")
+            if not isinstance(field.get("value"), list):
+                continue
+            for item in field["value"]:
+                if not isinstance(item, dict):
+                    continue
+                new_bid_meeting_note_doc.append("quantities", {
+                    "meeting_note_field": field_row.name,
+                    "item": item.get("item"),
+                    "quantity": item.get("quantity")
+                })
+        new_bid_meeting_note_doc.save(ignore_permissions=True)
+        meeting.bid_notes = new_bid_meeting_note_doc.name
+        meeting.status = "Completed"
+        meeting.save()
+        frappe.db.commit()
+        
+        return build_success_response(meeting.as_dict())
+    except frappe.DoesNotExistError:
+        return build_error_response(f"On-Site Meeting '{bid_meeting}' does not exist.", 404)
+    except Exception as e:
+        frappe.log_error(message=str(e), title="Submit Bid Meeting Note Form Failed")
+        return build_error_response(str(e), 500)
 
 @frappe.whitelist()
 def get_bid_meeting(name):
@@ -89,6 +170,9 @@ def get_bid_meeting(name):
         if meeting_dict.get("contact"):
             contact_doc = ContactService.get_or_throw(meeting_dict["contact"])
             meeting_dict["contact"] = contact_doc.as_dict()
+        if meeting_dict.get("bid_notes"):
+            bid_meeting_note_doc = frappe.get_doc("Bid Meeting Note", meeting_dict["bid_notes"])
+            meeting_dict["bid_notes"] = bid_meeting_note_doc.as_dict()
         
         return build_success_response(meeting_dict)
     except frappe.DoesNotExistError:

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
@@ -169,6 +169,81 @@ def get_client_v2(client_name):
         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()
 def get_clients_table_data(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated client table data with filtering and sorting support."""
@@ -370,12 +445,16 @@ def upsert_client(data):
         address_docs = []
         for address in addresses:
             is_billing = True if address.get("is_billing_address") else False
+            is_service = True if address.get("is_service_address") else False
             print("#####DEBUG: Creating address with data:", address)
             address_doc = AddressService.create_address({
                 "address_title": AddressService.build_address_title(customer_name, address),
                 "address_line1": address.get("address_line1"),
                 "address_line2": address.get("address_line2"),
                 "address_type": "Billing" if is_billing else "Service",
+                "custom_billing_address": is_billing,
+                "is_service_address": is_service,
+                "is_primary_address": is_billing,
                 "city": address.get("city"),
                 "state": address.get("state"),
                 "country": "United States",
@@ -405,13 +484,12 @@ def upsert_client(data):
                 "address": address_doc.name
             })
         client_doc.save(ignore_permissions=True)
+        client_dict = client_doc.as_dict()
+        client_dict["contacts"] = [contact.as_dict() for contact in contact_docs]
+        client_dict["addresses"] = [address.as_dict() for address in address_docs]
             
         frappe.local.message_log = []
-        return build_success_response({
-            "customer": client_doc.as_dict(),
-            "address": [address_doc.as_dict() for address_doc in address_docs],
-            "contacts": [contact_doc.as_dict() for contact_doc in contact_docs]
-        })
+        return build_success_response(client_dict)
     except frappe.ValidationError as ve:
         return build_error_response(str(ve), 400)
     except Exception as e:

custom_ui/api/db/employees.py

@@ -0,0 +1,49 @@
+import frappe, json
+from custom_ui.db_utils import build_success_response, build_error_response
+# ===============================================================================
+# EMPLOYEE API METHODS
+# ===============================================================================
+
+@frappe.whitelist()
+def get_employees(company: str, roles=[]):
+    """Get a list of employees for a given company. Can be filtered by role."""
+    roles = json.loads(roles) if isinstance(roles, str) else roles
+    filters = {"company": company}
+    if roles:
+        filters["designation"] = ["in", roles]
+    try:
+        employee_names = frappe.get_all(
+            "Employee",
+            filters=filters,
+            pluck="name"
+        )
+        employees = [frappe.get_doc("Employee", name).as_dict() for name in employee_names]
+        return build_success_response(employees)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def get_employees_organized(company: str, roles=[]):
+    """Get all employees for a company organized by designation."""
+    roles = json.loads(roles) if isinstance(roles, str) else roles
+    try:
+        filters = {"company": company}
+        if roles:
+            filters["designation"] = ["in", roles]
+        employee_names = frappe.get_all(
+            "Employee",
+            filters=filters,
+            pluck="name"
+        )
+        employees = [frappe.get_doc("Employee", name).as_dict() for name in employee_names]
+        
+        organized = {}
+        for emp in employees:
+            designation = emp.get("designation", "Unassigned")
+            if designation not in organized:
+                organized[designation] = []
+            organized[designation].append(emp)
+        
+        return build_success_response(organized)
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/api/db/estimates.py

@@ -1,7 +1,7 @@
 import frappe, json
 from frappe.utils.pdf import get_pdf
 from custom_ui.api.db.general import get_doc_history
-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.db_utils import DbUtils, process_query_conditions, build_datatable_dict, get_count_or_filters, build_success_response, build_error_response
 from werkzeug.wrappers import Response
 from custom_ui.api.db.clients import check_if_customer, convert_lead_to_customer
 from custom_ui.services import DbService, ClientService, AddressService, ContactService
@@ -10,6 +10,38 @@ from custom_ui.services import DbService, ClientService, AddressService, Contact
 # ESTIMATES & INVOICES API METHODS
 # ===============================================================================
 
+@frappe.whitelist()
+def get_estimate_table_data_v2(filters={}, sortings=[], page=1, page_size=10):
+    """Get paginated estimate table data with filtering and sorting."""
+    print("DEBUG: Raw estimate options received:", filters, sortings, page, page_size)
+    filters, sortings, page, page_size = DbUtils.process_datatable_request(filters, sortings, page, page_size)
+    sortings = "modified desc" if not sortings else sortings
+    count = frappe.db.count("Quotation", filters=filters)
+    print(f"DEBUG: Number of estimates returned: {count}")
+    estimate_names = frappe.db.get_all(
+        "Quotation",
+        filters=filters,
+        pluck="name",
+        limit=page_size,
+        start=(page) * page_size,
+        order_by=sortings
+    )
+    
+    estimates = [frappe.get_doc("Quotation", name).as_dict() for name in estimate_names]
+    tableRows = []
+    for estimate in estimates:
+        tableRow = {
+            "id": estimate["name"],
+            "address": frappe.db.get_value("Address", estimate.get("custom_job_address"), "full_address"),
+            # strip "-#-" from actual_customer_name and anything that comes after it
+            "customer": estimate.get("actual_customer_name").split("-#-")[0] if estimate.get("actual_customer_name") else estimate.get("customer_name") if estimate.get("customer_name") else "",
+            "status": estimate.get("custom_current_status", ""),
+            "order_type": estimate.get("order_type", ""),
+        }
+        tableRows.append(tableRow)
+    table_data_dict = build_datatable_dict(data=tableRows, count=count, page=page, page_size=page_size)
+    return build_success_response(table_data_dict)
+    
 
 @frappe.whitelist()
 def get_estimate_table_data(filters={}, sortings=[], page=1, page_size=10):
@@ -398,7 +430,7 @@ 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")
@@ -421,6 +453,7 @@ 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}")
@@ -438,7 +471,7 @@ 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"),
@@ -452,7 +485,7 @@ def upsert_estimate(data):
                 "letter_head": data.get("company"),
                 "custom_project_template": data.get("project_template", None),
                 "custom_quotation_template": data.get("quotation_template", None),
-                "from_onsite_meeting": data.get("onsite_meeting", None)
+                "from_onsite_meeting": data.get("from_onsite_meeting", None)
             })
             for item in data.get("items", []):
                 item = json.loads(item) if isinstance(item, str) else item
@@ -474,6 +507,31 @@ def upsert_estimate(data):
         print(f"DEBUG: Error in upsert_estimate: {str(e)}")
         return build_error_response(str(e), 500)
 
+
+@frappe.whitelist()
+def get_unapproved_estimates_count(company):
+    """Get the number of unapproved estimates."""
+    try:
+        draft_filters = {'status': "Draft", "company": company}
+        submitted_filters = {'status': "Submitted", "company": company}
+        draft_count = frappe.db.count("Quotation", filters=draft_filters)
+        submitted_count = frappe.db.count("Quotation", filters=submitted_filters)
+        return build_success_response([draft_count, submitted_count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
+@frappe.whitelist()
+def get_estimates_half_down_count(company):
+    """Get the number unpaid half-down estimates."""
+    try:
+        filters = {'requires_half_payment': True, 'company': company}
+        count = frappe.db.count("Quotation", filters=filters)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
 def get_estimate_history(estimate_name):
     """Get the history of changes for a specific estimate."""
     pass

custom_ui/api/db/general.py

@@ -1,5 +1,7 @@
 import frappe
-from custom_ui.db_utils import build_history_entries
+from custom_ui.db_utils import build_history_entries, build_success_response, build_error_response
+from datetime import datetime, timedelta
+import json
 
 def get_doc_history(doctype, docname):
     """Get the history of changes for a specific document."""
@@ -57,3 +59,42 @@ def search_any_field(doctype, text):
         [like] * len(conditions),
         as_dict=True
     )
+    
+@frappe.whitelist()
+def get_week_holidays(week_start_date: str):
+    """Get holidays within a week starting from the given date."""
+
+    start_date = datetime.strptime(week_start_date, "%Y-%m-%d").date()
+    end_date = start_date + timedelta(days=6)
+
+    holidays = frappe.get_all(
+        "Holiday",
+        filters={
+            "holiday_date": ["between", (start_date, end_date)]
+        },
+        fields=["holiday_date", "description"],
+        order_by="holiday_date asc"
+    )
+
+    print(f"DEBUG: Retrieved holidays from {start_date} to {end_date}: {holidays}")
+    return build_success_response(holidays)
+
+@frappe.whitelist()
+def get_doc_list(doctype, fields=["*"], filters={}, pluck=None):
+    """Get list of documents for a given doctype with specified fields and filters."""
+    if isinstance(fields, str):
+        fields = json.loads(fields)
+    if isinstance(filters, str):
+        filters = json.loads(filters)
+    try:
+        docs = frappe.get_all(
+            doctype,
+            fields=fields,
+            filters=filters,
+            order_by="creation desc",
+            # pluck=pluck
+        )
+        print(f"DEBUG: Retrieved documents for {doctype} with filters {filters}: {docs}")
+        return build_success_response(docs)
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/api/db/invoices.py

@@ -1,11 +1,36 @@
 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 erpnext.selling.doctype.sales_order.sales_order import make_sales_invoice
 
 # ===============================================================================
 # INVOICES API METHODS
 # ===============================================================================
 
 
+@frappe.whitelist()
+def create_invoice_for_job(job_name):
+    """Create the invoice from a sales order of a job."""
+    try:
+        project = frappe.get_doc("Project", job_name)
+        sales_order = project.sales_order
+        invoice = make_sales_invoice(sales_order)
+        invoice.save()
+        return build_success_response(invoice.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
+@frappe.whitelist()
+def get_invoices_late_count():
+    """Return Due, 30-day late, 90-day late, and Lien-worthy late accounts."""
+    try:
+        dummy_result = [10, 4, 5, 1]
+        print("DEBUG: DUMMY RESULT:", dummy_result)
+        return build_success_response(dummy_result)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
 @frappe.whitelist()
 def get_invoice_table_data(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated invoice table data with filtering and sorting support."""
@@ -18,7 +43,7 @@ def get_invoice_table_data(filters={}, sortings=[], page=1, page_size=10):
     else:
         count = frappe.db.count("Sales Invoice", filters=processed_filters)
 
-    print(f"DEBUG: Number of invoice returned: {count}")
+    print(f"DEBUG: Number of invoices returned: {count}")
 
     invoices = frappe.db.get_all(
         "Sales Invoice",

custom_ui/api/db/jobs.py

@@ -1,11 +1,70 @@
 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 custom_ui.services import AddressService, ClientService, ServiceAppointmentService
+from frappe.utils import getdate
 
 # ===============================================================================
 # JOB MANAGEMENT API METHODS
 # ===============================================================================
 
+
+@frappe.whitelist()
+def get_jobs_in_queue_count(company):
+    try:
+        filters = {
+            'company': company,
+            'is_scheduled': True,
+        }
+        count = frappe.db.count("Project", filters=filters)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
+@frappe.whitelist()
+def get_jobs_in_progress_count(company):
+    try:
+        today = getdate()
+        filters = {
+            'company': company,
+            'invoice_status': 'Not Ready',
+            'expected_start_date': ['<=', today],
+            'expected_end_date': ['>=', today],
+        }
+        count = frappe.db.count("Project", filters=filters)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
+@frappe.whitelist()
+def get_jobs_late_count(company):
+    try:
+        today = getdate()
+        filters = {
+            'company': company,
+            'invoice_status': 'Not Ready',
+            'expected_end_date': ['<', today]
+        }
+        count = frappe.db.count("Project", filters=filters)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
+@frappe.whitelist()
+def get_jobs_to_invoice_count(company):
+    try:
+        filters = {
+            'company': company,
+            'invoice_status': 'Ready to Invoice',
+        }
+        count = frappe.db.count("Project", filters=filters)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
 @frappe.whitelist()
 def get_job_templates(company=None):
     """Get list of job (project) templates."""
@@ -18,13 +77,14 @@ def get_job_templates(company=None):
     except Exception as e:
         return build_error_response(str(e), 500)
 
+
 @frappe.whitelist()
 def create_job_from_sales_order(sales_order_name):
     """Create a Job (Project) from a given Sales Order"""
     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,
@@ -34,8 +94,22 @@ def create_job_from_sales_order(sales_order_name):
             "sales_order": sales_order,
             "custom_company": sales_order.company
         })
-        new_job.insert()
-        return build_success_response(new_job.as_dict())
+        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_project.as_dict())
     except Exception as e:
         return build_error_response(str(e), 500)
 
@@ -50,6 +124,8 @@ 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)
@@ -80,12 +156,15 @@ def get_job_task_table_data(filters={}, sortings={}, page=1, page_size=10):
         order_by=processed_sortings
     )
 
+
     tableRows = []
     for task in tasks:
+        address_name = frappe.get_value("Project", task.project, "job_address")
+        full_address = frappe.get_value("Address", address_name, "full_address")
         tableRow = {}
         tableRow["id"] = task["name"]
         tableRow["subject"] = task["subject"]
-        tableRow["address"] = task.get("custom_property", "")
+        tableRow["address"] = full_address
         tableRow["status"] = task.get("status", "")
         tableRows.append(tableRow)
 
@@ -132,9 +211,10 @@ def get_jobs_table_data(filters={}, sortings=[], page=1, page_size=10):
         tableRow = {}
         tableRow["id"] = project["name"]
         tableRow["name"] = project["name"]
-        tableRow["installation_address"] = project.get("custom_installation_address", "")
+        tableRow["job_address"] = project["job_address"]
         tableRow["customer"] = project.get("customer", "")
         tableRow["status"] = project.get("status", "")
+        tableRow["invoice_status"] = project.get("invoice_status")
         tableRow["percent_complete"] = project.get("percent_complete", 0)
         tableRows.append(tableRow)
 
@@ -167,55 +247,56 @@ 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(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("📅📅📅", start_date, end_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
+
+        # 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).
+        # 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)}
+        return build_error_response(str(e), 500)
 
 @frappe.whitelist()
-def get_project_templates_for_company(company_name):
-    """Get project templates for a specific company."""
+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:
-        templates = frappe.get_all(
-            "Project Template",
-            fields=["*"],
-            filters={"company": company_name}
-        )
-        return build_success_response(templates)
+        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),
+        return build_error_response(str(e), 500)

custom_ui/api/db/on_site_meetings.py

@@ -0,0 +1,15 @@
+import frappe
+from custom_ui.db_utils import build_success_response, build_error_response
+
+
+@frappe.whitelist()
+def get_incomplete_bids(company):
+    print("Getting Incomplete Bids")
+    try:
+        filters = {'status': "Unscheduled", 'company': company}
+        count = frappe.db.count("On-Site Meeting", filters=filters)
+        print("Incomplete Bids:", count)
+        return build_success_response([count])
+    except Exception as e:
+        return build_error_response(str(e), 500)
+

custom_ui/api/db/service_appointments.py

@@ -0,0 +1,69 @@
+import frappe, json
+from custom_ui.db_utils import build_success_response, build_error_response
+from custom_ui.services import ServiceAppointmentService
+
+@frappe.whitelist()
+def get_service_appointments(companies, filters={}):
+    """Get Service Appointments for given companies."""
+    try:
+        if isinstance(companies, str):
+            companies = json.loads(companies)
+        if isinstance(filters, str):
+            filters = json.loads(filters)
+        filters["company"] = ["in", companies]
+        service_appointment_names = frappe.get_all(
+            "Service Address 2",
+            filters=filters,
+            pluck="name"
+        )
+        service_appointments = [
+            ServiceAppointmentService.get_full_dict(name)
+            for name in service_appointment_names
+        ]
+        
+        "is_half_down_paid"
+        
+        return build_success_response(service_appointments)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def get_unscheduled_service_appointments(companies):
+    """Get unscheduled Service Appointments for given companies."""
+    try:
+        if isinstance(companies, str):
+            companies = json.loads(companies)
+        filters = {
+            "company": ["in", companies],
+            "expected_start_date": None,
+            "status": "Open"
+        }
+        service_appointment_names = frappe.get_all(
+            "Service Address 2",
+            filters=filters,
+            pluck="name"
+        )
+        service_appointments = [
+            ServiceAppointmentService.get_full_dict(name)
+            for name in service_appointment_names
+        ]
+        return build_success_response(service_appointments)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def update_service_appointment_scheduled_dates(service_appointment_name: str, start_date, end_date, crew_lead_name, start_time=None, end_time=None):
+    """Update scheduled dates for a Service Appointment."""
+    print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}, crew lead: {crew_lead_name}, start time: {start_time}, end time: {end_time}")
+    try:
+        updated_service_appointment = ServiceAppointmentService.update_scheduled_dates(
+            service_appointment_name,
+            crew_lead_name,
+            start_date,
+            end_date,
+            start_time,
+            end_time
+        )
+        return build_success_response(updated_service_appointment.as_dict())
+    except Exception as e:
+        return build_error_response(str(e), 500)

custom_ui/api/db/tasks.py

@@ -1,4 +1,5 @@
 import frappe
+import datetime
 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 DbService
 
@@ -42,6 +43,42 @@ def get_task_status_options():
         return build_error_response(str(e), 500)
 
 
+@frappe.whitelist()
+def get_tasks_due(subject_filter, current_company):
+    """Return the number of items due today of the type of subject_filter"""
+    try:
+        today = datetime.date.today()
+        due_filters = {
+            'subject': ['like', f'%{subject_filter}%'],
+            'status': ['not in', ["Template", "Completed", "Cancelled"]],
+            'company': current_company,
+            'exp_end_date': today,
+            # Add due date filter here
+        }
+        completed_filters = {
+            'subject': ['like', f'%{subject_filter}%'],
+            'status': ['not in', ["Template", "Cancelled"]],
+            'company': current_company,
+            'exp_end_date': today,
+            # Add due date filter here
+        }
+        overdue_filters = {
+            'subject': ['like', f'%{subject_filter}%'],
+            'status': ['not in', ["Template", "Completed", "Cancelled"]],
+            'company': current_company,
+            'exp_end_date': ["<", today]
+            # Add overdue date filtering here
+        }
+        due_count = frappe.db.count("Task", filters=due_filters)
+        completed_count = frappe.db.count("Task", filters=completed_filters)
+        overdue_count = frappe.db.count("Task", filters=overdue_filters)
+        return build_success_response([due_count, completed_count, overdue_count])
+    except frappe.ValidationError as ve:
+        return build_error_response(str(ve), 400)
+    except Exception as e:
+        return build_error_response(str(e), 500)
+
+
 @frappe.whitelist()
 def get_tasks_table_data(filters={}, sortings=[], page=1, page_size=10):
     """Get paginated task table data with filtering and sorting support."""
@@ -61,10 +98,12 @@ def get_tasks_table_data(filters={}, sortings=[], page=1, page_size=10):
             fields=["*"],
             filters=processed_filters,
             limit=page_size,
-            start=page * page_size,
+            start=(page-1) * page_size,
             order_by=processed_sortings
         )
 
+        print("TASKS?", tasks, page, page_size)
+
         tableRows = []
         for task in tasks:
             tableRow = {}

custom_ui/api/payments.py

@@ -0,0 +1,6 @@
+import frappe
+
+@frappe.whitelist(allow_guest=True)
+def start_payment(invoice_name: str):
+    
+    pass

custom_ui/db_utils.py

@@ -229,3 +229,20 @@ 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
+
+class DbUtils:
+    
+    @staticmethod
+    def process_datatable_request(filters, sortings, page, page_size):
+        # turn filters and sortings from json strings to dicts/lists
+        if isinstance(filters, str):
+            filters = json.loads(filters)
+        if isinstance(sortings, str):
+            sortings = json.loads(sortings)
+        page = int(page)
+        page_size = int(page_size)
+        return filters, sortings,page, page_size

custom_ui/events/estimate.py

@@ -58,7 +58,7 @@ def on_update_after_submit(doc, method):
         print("DEBUG: Quotation marked as Won, updating current status.")
         if doc.customer_type == "Lead":
             print("DEBUG: Customer is a Lead, converting to Customer and updating Quotation.")
-            new_customer = ClientService.convert_lead_to_customer(doc.actual_customer_name, update_quotations=False)
+            new_customer = ClientService.convert_lead_to_customer(doc.actual_customer_name)
             doc.actual_customer_name = new_customer.name
             doc.customer_type = "Customer"
             new_customer.reload()
@@ -83,5 +83,5 @@ def on_update_after_submit(doc, method):
         print("DEBUG: Submitting Sales Order")
         # new_sales_order.customer_address = backup
         new_sales_order.submit()
-        frappe.db.commit()
+        # frappe.db.commit()
         print("DEBUG: Sales Order created successfully:", new_sales_order.name)

custom_ui/events/general.py

@@ -0,0 +1,6 @@
+import frappe
+
+def attach_bid_note_form_to_project_template(doc, method):
+    """Attatch Bid Meeting Note Form to Project Template on insert."""
+    print("DEBUG: Attaching Bid Meeting Note Form to Project Template")
+    frappe.set_value("Project Template", doc.project_template, "bid_meeting_note_form", doc.name)

custom_ui/events/jobs.py

@@ -1,6 +1,7 @@
 import frappe
-from custom_ui.services import AddressService, ClientService
-
+from custom_ui.services import AddressService, ClientService, ServiceAppointmentService, TaskService
+from datetime import timedelta
+import traceback
 
 def after_insert(doc, method):
     print("DEBUG: After Insert Triggered for Project")
@@ -15,14 +16,81 @@ def after_insert(doc, method):
         doc.customer, "projects", {"project": doc.name, "project_template": doc.project_template}
     )
     if doc.project_template == "SNW Install":
-        print("DEBUG: Project template is SNW Install, updating Address status to In Progress")
+        print("DEBUG: Project template is SNW Install, creating Service Appointment")
         AddressService.update_value(
             doc.job_address,
             "job_status",
             "In Progress"
         )
+        try:
+            service_apt = ServiceAppointmentService.create({
+                "project": doc.name,
+                "customer": doc.customer,
+                "service_address": doc.job_address,
+                "company": doc.company,
+                "project_template": doc.project_template
+            })
+            doc.service_appointment = service_apt.name
+            doc.save(ignore_permissions=True)
+            print("DEBUG: Created Service Appointment:", service_apt.name)
+        except Exception as e:
+            print("ERROR: Failed to create Service Appointment for Project:", e)
+            print(traceback.format_exc())
+            raise e
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.name)]
+    for task_name in task_names:
+        doc.append("tasks", {
+            "task": task_name
+        })
+        AddressService.append_link_v2(
+            doc.job_address, "tasks", {"task": task_name}
+        )
+        ClientService.append_link_v2(
+            doc.customer, "tasks", {"task": task_name}
+        )
+    if task_names:
+        doc.save(ignore_permissions=True)
+    TaskService.calculate_and_set_due_dates(task_names, "Created", current_triggering_dict=doc.as_dict())
+    
     
     
 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
+
+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
+        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
+    event = TaskService.determine_event(doc)
+    if event:
+        TaskService.calculate_and_set_due_dates(
+            [task.task for task in doc.tasks],
+            event,
+            current_triggering_dict=doc.as_dict()
+        )
+        
+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")
+        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
+            )

custom_ui/events/onsite_meeting.py

@@ -8,6 +8,7 @@ def before_insert(doc, method):
         # Address.onsite_meetings is a child table with two fields: onsite_meeting (Link) and project_template (Link). Iterate through to see if there is already an SNW Install meeting linked.
         for link in address_doc.onsite_meetings:
             if link.project_template == "SNW Install":
+                if frappe.db.get_value("On-Site Meeting", link.onsite_meeting, "status") != "Cancelled":
                     raise frappe.ValidationError("An On-Site Meeting with project template 'SNW Install' is already linked to this address.")
 
 def after_insert(doc, method):
@@ -22,17 +23,19 @@ def after_insert(doc, method):
         
         
 def before_save(doc, method):
+    
     print("DEBUG: Before Save Triggered for On-Site Meeting")
-    if doc.status != "Scheduled" and doc.start_time and doc.end_time and doc.status != "Completed":
+    if doc.status != "Scheduled" and doc.start_time and doc.end_time and doc.status != "Completed" and doc.status != "Cancelled":
         print("DEBUG: Meeting has start and end time, setting status to Scheduled")
         doc.status = "Scheduled"
     if doc.project_template == "SNW Install":
         print("DEBUG: Project template is SNW Install")
         if doc.status == "Completed":
             print("DEBUG: Meeting marked as Completed, updating Address status")
-            current_status = AddressService.get_value(doc.address, "onsite_meeting_scheduled")
-            if current_status != doc.status:
             AddressService.update_value(doc.address, "onsite_meeting_scheduled", "Completed")
+        if doc.status == "Cancelled":
+            print("DEBUG: Meeting marked as Cancelled, updating Address status")
+            AddressService.update_value(doc.address, "onsite_meeting_scheduled", "Not Started")
                 
 def validate_address_link(doc, method):
     print("DEBUG: Validating Address link for On-Site Meeting")

custom_ui/events/sales_order.py

@@ -1,13 +1,24 @@
 import frappe
 from custom_ui.services import DbService, AddressService, ClientService
 
+
+def on_save(doc, method):
+    print("DEBUG: on_save hook triggered for Sales Order", doc.name)
+    if doc.advance_paid >= doc.grand_total/2:
+        if doc.project and doc.half_down_required:
+            print("DEBUG: Advance payments exceed required threshold of half down, setting project half down paid.")
+            project = frappe.get_doc("Project", doc.project)
+            project.is_half_down_paid = True
+
+
 def before_insert(doc, method):
-    print("DEBUG: before_insert hook triggered for Sales Order:", doc.name)
-    if doc.custom_project_template == "SNW Install":
-        print("DEBUG: Sales Order uses SNW Install template, checking for duplicate linked sales orders.")
-        address_doc = AddressService.get_or_throw(doc.custom_job_address)
-        if "SNW Install" in [link.project_template for link in address_doc.sales_orders]:
-            raise frappe.ValidationError("A Sales Order with project template 'SNW Install' is already linked to this address.")
+    print("DEBUG: before_insert hook triggered for Sales Order")
+    # if doc.custom_project_template == "SNW Install":
+    #     print("DEBUG: Sales Order uses SNW Install template, checking for duplicate linked sales orders.")
+    #     address_doc = AddressService.get_or_throw(doc.custom_job_address)
+    #     if "SNW Install" in [link.project_template for link in address_doc.sales_orders]:
+    #         raise frappe.ValidationError("A Sales Order with project template 'SNW Install' is already linked to this address.")
+
 
 def on_submit(doc, method):
     print("DEBUG: Info from Sales Order")
@@ -29,14 +40,16 @@ def on_submit(doc, method):
                 "custom_warranty_duration_days": 90,
                 "customer": doc.customer,
                 "job_address": doc.custom_job_address,
-                "sales_order": doc.name
+                "sales_order": doc.name,
+                "requires_half_payment": doc.requires_half_payment
             })
             # attatch the job to the sales_order links
             new_job.insert()
-            frappe.db.commit()
+            # frappe.db.commit()
     except Exception as e:
         print("ERROR creating Project from Sales Order:", str(e))
 
+
 def after_insert(doc, method):
     print("DEBUG: after_insert hook triggered for Sales Order:", doc.name)
     AddressService.append_link_v2(
@@ -49,41 +62,43 @@ def after_insert(doc, method):
         doc.customer, "sales_orders", {"sales_order": doc.name, "project_template": doc.custom_project_template}
     )
 
-def create_sales_invoice_from_sales_order(doc, method):
-    try:
-        print("DEBUG: after_submit hook triggered for Sales Order:", doc.name)
-        invoice_ammount = doc.grand_total / 2 if doc.requires_half_payment else doc.grand_total
-        items = []
-        for so_item in doc.items:
-        # proportionally reduce rate if half-payment
-            rate = so_item.rate / 2 if doc.requires_half_payment else so_item.rate
-            qty = so_item.qty  # usually full qty, but depends on half-payment rules
-            items.append({
-                "item_code": so_item.item_code,
-                "qty": qty,
-                "rate": rate,
-                "income_account": so_item.income_account,
-                "cost_center": so_item.cost_center,
-                "so_detail": so_item.name  # links item to Sales Order
-            })
-        invoice = frappe.get_doc({
-            "doctype": "Sales Invoice",
-            "customer": doc.customer,
-            "company": doc.company,
-            "posting_date": frappe.utils.nowdate(),
-            "due_date": frappe.utils.nowdate(),  # or calculate from payment terms
-            "currency": doc.currency,
-            "update_stock": 0,
-            "items": items,
-            "sales_order": doc.name,  # link invoice to Sales Order
-            "ignore_pricing_rule": 1,
-            "payment_schedule": doc.payment_schedule if not half_payment else []  # optional
-        })
 
-        invoice.insert()
-        invoice.submit()
-        frappe.db.commit()
-        return invoice
-    except Exception as e:
-        print("ERROR creating Sales Invoice from Sales Order:", str(e))
-        frappe.log_error(f"Error creating Sales Invoice from Sales Order {doc.name}: {str(e)}", "Sales Order after_submit Error")
+def create_sales_invoice_from_sales_order(doc, method):
+    pass
+    # try:
+        # print("DEBUG: after_submit hook triggered for Sales Order:", doc.name)
+    #     invoice_ammount = doc.grand_total / 2 if doc.requires_half_payment else doc.grand_total
+    #     items = []
+    #     for so_item in doc.items:
+    #     # proportionally reduce rate if half-payment
+    #         rate = so_item.rate / 2 if doc.requires_half_payment else so_item.rate
+    #         qty = so_item.qty  # usually full qty, but depends on half-payment rules
+    #         items.append({
+    #             "item_code": so_item.item_code,
+    #             "qty": qty,
+    #             "rate": rate,
+    #             "income_account": so_item.income_account,
+    #             "cost_center": so_item.cost_center,
+    #             "so_detail": so_item.name  # links item to Sales Order
+    #         })
+    #     invoice = frappe.get_doc({
+    #         "doctype": "Sales Invoice",
+    #         "customer": doc.customer,
+    #         "company": doc.company,
+    #         "posting_date": frappe.utils.nowdate(),
+    #         "due_date": frappe.utils.nowdate(),  # or calculate from payment terms
+    #         "currency": doc.currency,
+    #         "update_stock": 0,
+    #         "items": items,
+    #         "sales_order": doc.name,  # link invoice to Sales Order
+    #         "ignore_pricing_rule": 1,
+    #         "payment_schedule": doc.payment_schedule if not half_payment else []  # optional
+    #     })
+
+    #     invoice.insert()
+    #     invoice.submit()
+    #     frappe.db.commit()
+    #     return invoice
+    # except Exception as e:
+    #     print("ERROR creating Sales Invoice from Sales Order:", str(e))
+    #     frappe.log_error(f"Error creating Sales Invoice from Sales Order {doc.name}: {str(e)}", "Sales Order after_submit Error")

custom_ui/events/service_appointment.py

@@ -0,0 +1,31 @@
+import frappe
+
+from custom_ui.services import TaskService
+
+def on_update(doc, method):
+    print("DEBUG: On Update Triggered for Service Appointment")
+    # event = TaskService.determine_event(doc)
+    # if event:
+        # tasks = TaskService.get_tasks_by_project(doc.project)
+        # task_names = [task.name for task in tasks]
+        # TaskService.calculate_and_set_due_dates(task_names=task_names, event=event, triggering_doctype="Service Address 2")
+
+def after_insert(doc, method):
+    print("DEBUG: After Insert Triggered for Service Appointment")
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+    TaskService.calculate_and_set_due_dates(task_names=task_names, event="Created", current_triggering_dict=doc.as_dict())
+
+def before_save(doc, method):
+    print("DEBUG: Before Save Triggered for Service Appointment")
+    if doc.status == "Open" and doc.expected_start_date:
+        doc.status = "Scheduled"
+    elif doc.status == "Scheduled" and not doc.expected_start_date:
+        doc.status = "Open"
+    if doc.status == "Scheduled" and doc.actual_start_date:
+        doc.status = "Started"
+    elif doc.status != "Completed" and doc.status != "Canceled" and doc.actual_end_date:
+        doc.status = "Completed"
+    event = TaskService.determine_event(doc)
+    if event:
+        task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+        TaskService.calculate_and_set_due_dates(task_names=task_names, event=event, current_triggering_dict=doc.as_dict())

custom_ui/events/task.py

@@ -1,7 +1,34 @@
 import frappe
+from custom_ui.services import AddressService, ClientService, TaskService
 
 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
+    doc.project_template = project_doc.project_template
+    doc.customer = project_doc.customer
+    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 }
+    )
+    task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+    TaskService.calculate_and_set_due_dates(task_names, "Created", current_triggering_dict=doc.as_dict())
+    
+def before_save(doc, method):
+    print("DEBUG: Before Save Triggered for Task:", doc.name)
+    event = TaskService.determine_event(doc)
+    if event:
+        task_names = [task.name for task in TaskService.get_tasks_by_project(doc.project)]
+        TaskService.calculate_and_set_due_dates(task_names, event, current_triggering_dict=doc.as_dict())
+    

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.$wrapper.html(`\r\n            <iframe \r\n                width=\"100%\" \r\n                height=\"400\" \r\n                frameborder=\"0\" \r\n                style=\"border:0\" \r\n                src=\"${mapUrl}\" \r\n                allowfullscreen>\r\n            </iframe>\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 = '<div id=\"route-map\" style=\"height: 400px;\"></div>';\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                <iframe \r\n                    width=\"100%\" \r\n                    height=\"400\" \r\n                    frameborder=\"0\" \r\n                    style=\"border:0\" \r\n                    src=\"${mapUrl}\" \r\n                    allowfullscreen>\r\n                </iframe>\r\n            `);\r\n        } else {\r\n            frm.fields_dict.custom_google_map.$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 = '<div id=\"route-map\" style=\"height: 400px;\"></div>';\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('<Address>', {\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 — 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 — 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"
+ }
+]

custom_ui/fixtures/email_template.json

@@ -0,0 +1 @@
+[]

custom_ui/hooks.py

@@ -26,6 +26,10 @@ add_to_apps_screen = [
         # "has_permission": "custom_ui.api.permission.has_app_permission"
     }
 ]
+
+requires = [
+    "holidays==0.89"
+]
 # Apps
 # ------------------
 
@@ -181,79 +185,55 @@ 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",
+        "before_save": "custom_ui.events.task.before_save"
+    },
+    "Bid Meeting Note Form": {
+        "after_insert": "custom_ui.events.general.attach_bid_note_form_to_project_template"
+    },
+    "Service Address 2": {
+        "before_save": "custom_ui.events.service_appointment.before_save",
+        "after_insert": "custom_ui.events.service_appointment.after_insert",
+        "on_update": "custom_ui.events.service_appointment.on_update"
     }
 }
 
 fixtures = [
+    {
+        "dt": "Email Template",
+        "filters": [
+            ["name", "in", ["Customer Invoice"]]
+        ]
+    },
     {
         "dt": "DocType",
         "filters": [
-            ["name", "in", [
-                "Quotation Template",
-                "Quotation Template Item",
-                "Customer Company Link",
-                "Customer Address Link",
-                "Customer Contact Link",
+            ["custom", "=", 1]
+        ]
+    },
 
-                # 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",
-            ]]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Quotation"],
-            ["fieldname", "in", [
-                "custom_quotation_template",
-                "custom_project_template"
-            ]]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Sales Order"],
-            ["fieldname", "=", "custom_project_template"]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Lead"],
-            ["fieldname", "=", "custom_customer_name"]
-        ]
-    },
-    {
-        "dt": "Custom Field",
-        "filters": [
-            ["dt", "=", "Project Template"],
-            ["fieldname", "=", "company"]
-        ]
-    }
+    # These don't have reliable flags → export all
+    {"dt": "Custom Field"},
+    {"dt": "Property Setter"},
+    {"dt": "Client Script"},
+    {"dt": "Server Script"},
+    # {"dt": "Report"},
+    # {"dt": "Print Format"},
+    # {"dt": "Dashboard"},
+    # {"dt": "Workspace"},
 ]
 
 
 
+
+
+
 # Scheduled Tasks
 # ---------------
 

custom_ui/install.py

@@ -4,6 +4,8 @@ import subprocess
 import sys
 import frappe
 from .utils import create_module
+import holidays
+from datetime import date, timedelta
 
 def after_install():
     create_module()
@@ -17,6 +19,11 @@ def after_install():
     frappe.reload_doctype("On-Site Meeting")
     update_onsite_meeting_fields()
     update_address_fields()
+    check_and_create_holiday_list()
+    create_project_templates()
+    create_task_types()
+    # create_tasks()
+    create_bid_meeting_note_form_templates()
     build_frontend()
 
 def after_migrate():
@@ -30,7 +37,13 @@ def after_migrate():
         frappe.clear_cache(doctype=doctype)
         frappe.reload_doctype(doctype)
 
-    update_address_fields()
+    check_and_create_holiday_list()
+    # create_project_templates()
+    create_task_types()
+    # create_tasks()
+    create_bid_meeting_note_form_templates()
+
+    # update_address_fields()
     # build_frontend()
 
 
@@ -146,6 +159,13 @@ 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 +347,13 @@ 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": [
@@ -539,7 +566,60 @@ 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="is_half_down_paid"
+            ),
+            dict(
+                fieldname="invoice_status",
+                label="Invoice Status",
+                fieldtype="Select",
+                default="Not Ready",
+                options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
+                insert_after="is_scheduled"
+            ),
+            dict(
+                fieldname="requires_half_payment",
+                label="Requires Half Payment",
+                fieldtype="Check",
+                default=0,
+                insert_after="expected_end_time"
+            ),
+            dict(
+                fieldname="is_half_down_paid",
+                label="Is Half Down Paid",
+                fieldtype="Check",
+                default=0,
+                insert_after="requires_half_payment"
+            ),
         ],
         "Project Template": [
             dict(
@@ -549,6 +629,21 @@ 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": [
+            dict(
+                fieldname="project_template",
+                label="Project Template",
+                fieldtype="Link",
+                options="Project Template",
+                insert_after="project"
             )
         ]
     }
@@ -898,3 +993,388 @@ def build_missing_field_specs(custom_fields, missing_fields):
                 break
 
     return missing_field_specs
+
+def check_and_create_holiday_list(year=2026, country="US", weekly_off="Sunday"):
+    """Check if Holiday List for the given year exists, if not create it."""
+    print(f"\n🔧 Checking for Holiday List for {country} in {year}...")
+    holiday_list_name = f"{country} Holidays {year}"
+
+    if frappe.db.exists("Holiday List", holiday_list_name):
+        print(f"✅ Holiday List '{holiday_list_name}' already exists.")
+        return
+    else:
+        print(f"❌ Holiday List '{holiday_list_name}' does not exist. Creating...")
+        us_holidays = holidays.US(years=[year])
+        sundays = get_all_sundays(year)
+        hl = frappe.get_doc({
+            "doctype": "Holiday List",
+            "holiday_list_name": holiday_list_name,
+            "country": country,
+            "year": year,
+            "from_date": f"{year}-01-01",
+            "to_date": f"{year}-12-31",
+            "weekly_off": weekly_off,
+            "holidays": [
+                {
+                    "holiday_date": holiday_date,
+                    "description": holiday_name
+                } for holiday_date, holiday_name in us_holidays.items()
+            ]
+        })
+        for sunday in sundays:
+            hl.append("holidays", {
+                "holiday_date": sunday,
+                "description": "Sunday"
+            })
+        hl.insert()
+        # hl.make_holiday_entries()
+        frappe.db.commit()
+        print(f"✅ Holiday List '{holiday_list_name}' created successfully.")
+
+def get_all_sundays(year):
+    sundays = []
+    d = date(year, 1, 1)
+
+    while d.weekday() != 6:
+        d += timedelta(days=1)
+
+    while d.year == year:
+        sundays.append(d)
+        d += timedelta(days=7)
+
+    return sundays
+
+def create_task_types():
+    task_types = [
+        {
+            "title": "811/Locate",
+            "name": "811/Locate",
+            "description": "Utility locate request prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Address 2",
+            "trigger": "Scheduled",
+            "triggering_doctype": "Service Address 2",
+        },
+        {
+            "title": "Permit",
+            "name": "Permit",
+            "description": "Permits required prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Address 2",
+            "trigger": "Scheduled",
+            "triggering_doctype": "Service Address 2",
+        },
+        {
+            "title": "1/2 Down Payment",
+            "name": "1/2 Down Payment",
+            "description": "Collect half down payment on project creation.",
+            "calculate_from": "Project",
+            "trigger": "Created",
+            "triggering_doctype": "Project",
+            "no_due_date": 1,
+        },
+        {
+            "title": "Machine Staging",
+            "name": "Machine Staging",
+            "description": "Stage machinery one day before installation start.",
+            "base_date": "Start",
+            "offset_days": 1,
+            "offset_direction": "Before",
+            "calculate_from": "Service Address 2",
+            "triggering_doctype": "Service Address 2",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "Final Invoice",
+            "name": "Final Invoice",
+            "description": "Send final invoice within 5 days of job completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "triggering_doctype": "Service Address 2",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Backflow Test",
+            "name": "Backflow Test",
+            "description": "Backflow test after job completion if quoted.",
+            "base_date": "Completion",
+            "offset_days": 0,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "triggering_doctype": "Service Address 2",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Schedule Permit Inspection",
+            "name": "Schedule Permit Inspection",
+            "description": "Schedule permit inspection 5 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+        },
+        {
+            "title": "15 Day Warranty Follow-Up",
+            "name": "15 Day Warranty Follow-Up",
+            "description": "15-day warranty follow-up after completion.",
+            "base_date": "Completion",
+            "offset_days": 15,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+        },
+        {
+            "title": "30 Day Warranty Check",
+            "name": "30 Day Warranty Check",
+            "description": "30-day warranty check after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "triggering_doctype": "Service Address 2",
+            "trigger": "Completed",
+        },
+        {
+            "title": "30 Day Payment Reminder",
+            "name": "30 Day Payment Reminder",
+            "description": "Payment reminder sent 30 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+        },
+        {
+            "title": "60 Day Late Payment Notice",
+            "name": "60 Day Late Payment Notice",
+            "description": "Late payment notification at 60 days post completion.",
+            "base_date": "Completion",
+            "offset_days": 60,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+
+        },
+        {
+            "title": "80 Day Lien Notice",
+            "name": "80 Day Lien Notice",
+            "description": "Lien notice if payment is still late after 80 days.",
+            "base_date": "Completion",
+            "offset_days": 80,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+        },
+        {
+            "title": "365 Day Warranty Call / Walk",
+            "name": "365 Day Warranty Call / Walk",
+            "description": "One-year warranty call or walk-through.",
+            "base_date": "Completion",
+            "offset_days": 365,
+            "offset_direction": "After",
+            "calculate_from": "Service Address 2",
+            "trigger": "Completed",
+            "triggering_doctype": "Service Address 2"
+        },
+    ]
+
+    for task_type in task_types:
+        # Idempotency check
+        if frappe.db.exists("Task Type", task_type["name"]):
+            continue
+
+        doc = frappe.get_doc({
+            "doctype": "Task Type",
+            "title": task_type["title"],
+            "name": task_type["name"],
+            "description": task_type["description"],
+            "base_date": task_type.get("base_date"),
+            "offset_days": task_type.get("offset_days", 0),
+            "offset_direction": task_type.get("offset_direction"),
+            "calculate_from": task_type.get("calculate_from", "Service Address 2"),
+            "trigger": task_type["trigger"],
+            "no_due_date": task_type.get("no_due_date", 0),
+            "triggering_doctype": task_type.get("triggering_doctype", "Service Address 2")
+        })
+
+        doc.insert(ignore_permissions=True)
+
+
+    frappe.db.commit()
+
+def create_tasks():
+    print("\n🔧 Creating default Tasks if they do not exist...")
+    default_tasks = [
+        {
+            "task_name": "Initial Consultation",
+            "description": "Conduct an initial consultation with the client to discuss project requirements.",
+            "status": "Open",
+            "priority": "High",
+            "type": "Consultation"
+        },
+        {
+            "task_name": "Site Survey",
+            "description": "Perform a site survey to assess conditions and gather necessary data.",
+            "status": "Open",
+            "priority": "Medium"
+        },
+        {
+            "task_name": "Design Proposal",
+            "description": "Prepare and present a design proposal based on client needs and site survey findings.",
+            "status": "Open",
+            "priority": "High"
+        }
+    ]
+
+    for task in default_tasks:
+        if frappe.db.exists("Task", task["task_name"]):
+            continue
+        doc = frappe.get_doc({
+            "doctype": "Task",
+            "is_template": 1,
+            "task_name": task["task_name"],
+            "description": task["description"],
+            "status": task["status"],
+            "priority": task["priority"],
+            "type": task["type"]
+        })
+        doc.insert(ignore_permissions=True)
+
+def create_project_templates():
+    """Create default Project Templates if they do not exist."""
+    print("\n🔧 Checking for default Project Templates...")
+    templates = {
+        "snw_templates": [
+            {
+                "name": "SNW Install",
+                "project_type": "Service",
+                "company": "Sprinklers Northwest",
+                "calendar_color": "#FF5733"  # Example color
+                }
+            ]
+        }
+
+
+def create_bid_meeting_note_form_templates():
+    """Create Bid Meeting Note Forms if they do not exist."""
+    print("\n🔧 Checking for Bid Meeting Note Forms...")
+
+    forms = {
+        "Sprinklers Northwest": [
+            {
+                "title": "SNW Install Bid Meeting Notes",
+                "description": "Notes form for SNW Install bid meetings.",
+                "project_template": "SNW Install",
+                "fields": [
+                    {
+                        "label": "Locate Needed",
+                        "type": "Check",
+                        "required": 1,
+                        "help_text": "Indicate if a locate is needed for this project.",
+                        "row": 1,
+                        "column": 1,
+                    },
+                    {
+                        "label": "Permit Needed",
+                        "type": "Check",
+                        "required": 1,
+                        "help_text": "Indicate if a permit is needed for this project.",
+                        "row": 1,
+                        "column": 2,
+                    },
+                    {
+                        "label": "Back Flow Test Required",
+                        "type": "Check",
+                        "required": 1,
+                        "help_text": "Indicate if a backflow test is required after installation.",
+                        "row": 1,
+                        "column": 3,
+                    },
+                    {
+                        "label": "Machine Access",
+                        "type": "Check",
+                        "required": 1,
+                        "row": 2,
+                        "column": 1,
+                    },
+                    {
+                        "label": "Machines",
+                        "type": "Multi-Select",
+                        "options": "MT, Skip Steer, Excavator-E-50, Link Belt, Tre?, Forks, Auger, Backhoe, Loader, Duzer",
+                        "include_options": 1,
+                        "conditional_on_field": "Machine Access",
+                        "row": 2,
+                        "column": 2,
+                    },
+                    {
+                        "label": "Materials Required",
+                        "type": "Check",
+                        "required": 1,
+                        "row": 3,
+                        "column": 0,
+                    },
+                    {
+                        "label": "Materials",
+                        "type": "Multi-Select w/ Quantity",
+                        "doctype_for_select": "Item",
+                        "doctype_label_field": "itemName",
+                        "conditional_on_field": "Materials Required",
+                        "row": 4,
+                        "column": 0,
+                    },
+                ],
+            }
+        ]
+    }
+
+    for company, form_list in forms.items():
+        for form in form_list:
+            # Idempotency check
+            if frappe.db.exists(
+                "Bid Meeting Note Form",
+                {"title": form["title"], "company": company},
+            ):
+                continue
+
+            doc = frappe.new_doc("Bid Meeting Note Form")
+            doc.company = company
+            doc.title = form["title"]
+            doc.description = form.get("description")
+            doc.project_template = form.get("project_template")
+
+            for idx, field in enumerate(form.get("fields", []), start=1):
+                doc.append(
+                    "fields",
+                    {
+                        "label": field["label"],
+                        "type": field["type"],
+                        "options": field.get("options"),
+                        "required": field.get("required", 0),
+                        "default_value": field.get("default_value"),
+                        "read_only": field.get("read_only", 0),
+                        "order": field.get("order", 0),
+                        "help_text": field.get("help_text"),
+                        "doctype_for_select": field.get("doctype_for_select"),
+                        "include_options": field.get("include_options", 0),
+                        "conditional_on_field": field.get("conditional_on_field"),
+                        "conditional_on_value": field.get("conditional_on_value"),
+                        "doctype_label_field": field.get("doctype_label_field"),
+                        "row": field.get("row"),
+                        "column": field.get("column"),
+                        "idx": idx,
+                    },
+                )
+
+            doc.insert(ignore_permissions=True)

custom_ui/services/__init__.py

@@ -4,3 +4,5 @@ from .db_service import DbService
 from .client_service import ClientService
 from .estimate_service import EstimateService
 from .onsite_meeting_service import OnSiteMeetingService
+from .task_service import TaskService
+from .service_appointment_service import ServiceAppointmentService

custom_ui/services/client_service.py

@@ -122,7 +122,6 @@ class ClientService:
                         print(f"DEBUG: Linked quotation {quotation.get('quotation')} to customer")
                     except Exception as e:
                         print(f"ERROR: Failed to link quotation {quotation.get('quotation')}: {str(e)}")
-                        frappe.log_error(f"Quotation linking error: {str(e)}", "convert_lead_to_customer")
                         
             if update_onsite_meetings:
                 print(f"DEBUG: Updating onsite meetings. Count: {len(lead_doc.get('onsite_meetings', []))}")

custom_ui/services/service_appointment_service.py

@@ -0,0 +1,54 @@
+import frappe
+from custom_ui.services import ContactService, AddressService, ClientService, DbService
+
+class ServiceAppointmentService:
+    
+    @staticmethod
+    def create(data):
+        """Create a new Service Appointment document."""
+        print("DEBUG: Creating Service Appointment with data:", data)
+        service_appointment_doc = frappe.get_doc({
+            "doctype": "Service Address 2",
+            **data
+        })
+        service_appointment_doc.insert()
+        print("DEBUG: Created Service Appointment with name:", service_appointment_doc.name)
+        return service_appointment_doc
+    
+    @staticmethod
+    def get_full_dict(service_appointment_name: str) -> dict:
+        """Retrieve a Service Appointment document as a full dictionary."""
+        print(f"DEBUG: Retrieving Service Appointment document with name: {service_appointment_name}")
+        service_appointment = frappe.get_doc("Service Address 2", service_appointment_name).as_dict()
+        service_appointment["service_address"] = AddressService.get_or_throw(service_appointment["service_address"]).as_dict()
+        service_appointment["customer"] = ClientService.get_client_or_throw(service_appointment["customer"]).as_dict()
+        service_appointment["project"] = DbService.get_or_throw("Project", service_appointment["project"]).as_dict()
+        
+        return service_appointment
+    
+    @staticmethod
+    def update_scheduled_dates(service_appointment_name: str, crew_lead_name: str,start_date, end_date, start_time=None, end_time=None):
+        """Update the scheduled start and end dates of a Service Appointment."""
+        print(f"DEBUG: Updating scheduled dates for Service Appointment {service_appointment_name} to start: {start_date}, end: {end_date}")
+        service_appointment = DbService.get_or_throw("Service Address 2", service_appointment_name)
+        service_appointment.expected_start_date = start_date
+        service_appointment.expected_end_date = end_date
+        service_appointment.foreman = crew_lead_name
+        if start_time:
+            service_appointment.expected_start_time = start_time
+        if end_time:
+            service_appointment.expected_end_time = end_time
+        service_appointment.save()
+        print(f"DEBUG: Updated scheduled dates for Service Appointment {service_appointment_name}")
+        return service_appointment
+    
+    @staticmethod
+    def update_field(service_appointment_name: str, updates: list[tuple[str, any]]):
+        """Update specific fields of a Service Appointment."""
+        print(f"DEBUG: Updating fields for Service Appointment {service_appointment_name} with updates: {updates}")
+        service_appointment = DbService.get_or_throw("Service Address 2", service_appointment_name)
+        for field, value in updates:
+            setattr(service_appointment, field, value)
+        service_appointment.save()
+        print(f"DEBUG: Updated fields for Service Appointment {service_appointment_name}")
+        return service_appointment

custom_ui/services/task_service.py

@@ -0,0 +1,171 @@
+import frappe
+from frappe.utils.safe_exec import safe_eval
+from datetime import timedelta, datetime, date
+from frappe.utils import getdate
+class TaskService:
+    
+    
+    @staticmethod
+    def calculate_and_set_due_dates(task_names: list[str], event: str, current_triggering_dict=None):
+        """Calculate the due date for a list of tasks based on their expected end dates."""
+        for task_name in task_names:
+            TaskService.check_and_update_task_due_date(task_name, event, current_triggering_dict)
+            
+            
+    @staticmethod
+    def get_tasks_by_project(project_name: str):
+        """Retrieve all tasks associated with a given project."""
+        task_names = frappe.get_all("Task", filters={"project": project_name}, pluck="name")
+        tasks = [frappe.get_doc("Task", task_name) for task_name in task_names]
+        return tasks
+    
+    @staticmethod
+    def check_and_update_task_due_date(task_name: str, event: str, current_triggering_dict=None):
+        """Determine the triggering configuration for a given task."""
+        task_type_doc = TaskService.get_task_type_doc(task_name)
+        if task_type_doc.no_due_date:
+            print(f"DEBUG: Task {task_name} is marked as no due date, skipping calculation.")
+            return
+        if task_type_doc.triggering_doctype != current_triggering_dict.get("doctype") and current_triggering_dict:
+            print(f"DEBUG: Task {task_name} triggering doctype {task_type_doc.triggering_doctype} does not match triggering doctype {current_triggering_dict.get('doctype')}, skipping calculation.")
+            return
+        if task_type_doc.trigger != event:
+            print(f"DEBUG: Task {task_name} trigger {task_type_doc.trigger} does not match event {event}, skipping calculation.")
+            return
+        if task_type_doc.logic_key:
+            print(f"DEBUG: Task {task_name} has a logic key set, skipping calculations and running logic.")
+            safe_eval(task_type_doc.logic_key, {"task_name": task_name, "task_type_doc": task_type_doc})
+        if task_type_doc.no_due_date:
+            print(f"DEBUG: Task {task_name} is marked as no due date, skipping calculation.")
+            return
+        calculate_from = task_type_doc.calculate_from
+        trigger = task_type_doc.trigger
+        print(f"DEBUG: Calculating triggering data for Task {task_name} from {calculate_from} on trigger {trigger}")
+        
+        
+        triggering_doc_dict = current_triggering_dict if current_triggering_dict else TaskService.get_triggering_doc_dict(task_name=task_name, task_type_doc=task_type_doc)
+                
+        
+        calculated_due_date, calculated_start_date = TaskService.calculate_dates(
+            task_name=task_name, 
+            triggering_doc_dict=triggering_doc_dict, 
+            task_type_doc=task_type_doc
+            )
+        
+        update_required = TaskService.determine_update_required(
+            task_name=task_name,
+            calculated_due_date=calculated_due_date,
+            calculated_start_date=calculated_start_date
+        )
+        if update_required:
+            TaskService.update_task_dates(
+                task_name=task_name,
+                calculated_due_date=calculated_due_date,
+                calculated_start_date=calculated_start_date
+            )
+    
+    @staticmethod
+    def get_task_type_doc(task_name: str):
+        task_type_name = frappe.get_value("Task", task_name, "type")
+        return frappe.get_doc("Task Type", task_type_name)
+    
+    @staticmethod
+    def calculate_dates(task_name: str, triggering_doc_dict: dict, task_type_doc) -> tuple[date | None, date | None]:
+        offset_direction = task_type_doc.offset_direction
+        offset_days = task_type_doc.offset_days
+        base_date_field = TaskService.map_base_date_to_field(task_type_doc.base_date, task_type_doc.triggering_doctype)
+        print(f"DEBUG: base_date_field for Task {task_name} is {base_date_field}")
+        if offset_direction == "Before":
+            offset_days = -offset_days
+        
+        base_date_field_value = triggering_doc_dict.get(base_date_field)
+        print(f"DEBUG: base_date_field_value for Task {task_name} is {base_date_field_value}")
+        
+        if isinstance(base_date_field_value, datetime):
+            base_date_field_value = base_date_field_value
+        else:
+            base_date_field_value = getdate(base_date_field_value)
+        
+        calculated_due_date = base_date_field_value + timedelta(days=offset_days) 
+        calculated_start_date = None
+        if task_type_doc.days > 1:
+            calculated_start_date = calculated_due_date - timedelta(days=task_type_doc.days)
+        print(f"DEBUG: Calculated dates for Task {task_name} - Due Date: {calculated_due_date}, Start Date: {calculated_start_date}")
+        return calculated_due_date, calculated_start_date
+        
+    @staticmethod
+    def determine_update_required(task_name: str, calculated_due_date: date | None, calculated_start_date: date | None) -> bool:
+        current_due_date = frappe.get_value("Task", task_name, "exp_end_date")
+        current_start_date = frappe.get_value("Task", task_name, "exp_start_date")
+        if current_due_date != calculated_due_date or current_start_date != calculated_start_date:
+            print(f"DEBUG: Update required for Task {task_name}. Current due date: {current_due_date}, Calculated due date: {calculated_due_date}. Current start date: {current_start_date}, Calculated start date: {calculated_start_date}")
+            return True
+        else:
+            print(f"DEBUG: No update required for Task {task_name}. Dates are up to date.")
+            return False
+         
+            
+    @staticmethod
+    def get_triggering_doc_dict(task_name: str, task_type_doc) -> dict | None:
+        project_name = frappe.get_value("Task", task_name, "project")
+        print(f"DEBUG: Project name: {project_name}")
+        dict = None
+        if task_type_doc.calculate_from == "Project":
+            dict = frappe.get_doc("Project", project_name).as_dict()
+        if task_type_doc.calculate_from == "Service Address 2":
+            service_name = frappe.get_value("Project", project_name, "service_appointment")
+            dict = frappe.get_doc("Service Address 2", service_name).as_dict()
+        if task_type_doc.calculate_from == "Task":
+            project_doc = frappe.get_doc("Project", project_name)
+            for task in project_doc.tasks:
+                if task.task_type == task_type_doc.task_type_calculate_from:
+                    dict = frappe.get_doc("Task", task.task).as_dict()
+        print(f"DEBUG: Triggering doc dict for Task {task_name}: {dict}")
+        return dict
+                
+    @staticmethod
+    def update_task_dates(task_name: str, calculated_due_date: date | None, calculated_start_date: date | None):
+        task_doc = frappe.get_doc("Task", task_name)
+        task_doc.exp_end_date = calculated_due_date
+        task_doc.exp_start_date = calculated_start_date
+        task_doc.save(ignore_permissions=True)
+        print(f"DEBUG: Updated Task {task_name} with new dates - Start: {calculated_start_date}, End: {calculated_due_date}")
+    
+    @staticmethod
+    def map_base_date_to_field(base_date: str, triggering_doctype: str) -> str:
+        """Map a base date configuration to a corresponding field name."""
+        base_date_field_map = {
+            "Start": "expected_start_date",
+            "End": "expected_end_date",
+            "Creation": "creation",
+            "Completion": "actual_end_date"
+        }
+        task_date_field_map = {
+            "Start": "exp_start_date",
+            "End": "exp_end_date",
+            "Creation": "creation",
+            "Completion": "actual_end_date"
+        }
+        if triggering_doctype == "Task":
+            return task_date_field_map.get(base_date, "exp_end_date")
+        return base_date_field_map.get(base_date, "expected_end_date")
+        
+    @staticmethod
+    def determine_event(triggering_doc) -> str | None:
+        print("DEBUG: Current Document:", triggering_doc.as_dict())
+        if not frappe.db.exists(triggering_doc.doctype, triggering_doc.name):
+            print("DEBUG: Document does not exist in database, returning None for event.")
+            return None
+        prev_doc = frappe.get_doc(triggering_doc.doctype, triggering_doc.name, as_dict=False, ignore_if_missing=True)
+        start_date_field = "expected_start_date" if triggering_doc.doctype != "Task" else "exp_start_date"
+        end_date_field = "expected_end_date" if triggering_doc.doctype != "Task" else "exp_end_date"
+        print("DEBUG: Previous Document:", prev_doc.as_dict() if prev_doc else "None")
+        if not prev_doc:
+            return None
+        if getattr(prev_doc, end_date_field) != getattr(triggering_doc, end_date_field) or getattr(prev_doc, start_date_field) != getattr(triggering_doc, start_date_field):
+            return "Scheduled"
+        elif prev_doc.status != triggering_doc.status and triggering_doc.status == "Completed":
+            return "Completed"
+        else:
+            return None
+        

frontend/src/api.js

@@ -5,47 +5,73 @@ import { useErrorStore } from "./stores/errors";
 const ZIPPOPOTAMUS_BASE_URL = "https://api.zippopotam.us/us";
 // Proxy method for external API calls
 const FRAPPE_PROXY_METHOD = "custom_ui.api.proxy.request";
+// On-Site Meeting methods
+const FRAPPE_GET_INCOMPLETE_BIDS_METHOD = "custom_ui.api.db.on_site_meetings.get_incomplete_bids";
 // Estimate methods
 const FRAPPE_UPSERT_ESTIMATE_METHOD = "custom_ui.api.db.estimates.upsert_estimate";
 const FRAPPE_GET_ESTIMATES_METHOD = "custom_ui.api.db.estimates.get_estimate_table_data";
+const FRAPPE_GET_ESTIMATES_TABLE_DATA_V2_METHOD = "custom_ui.api.db.estimates.get_estimate_table_data_v2";
 const FRAPPE_GET_ESTIMATE_BY_ADDRESS_METHOD = "custom_ui.api.db.estimates.get_estimate_from_address";
 const FRAPPE_SEND_ESTIMATE_EMAIL_METHOD = "custom_ui.api.db.estimates.send_estimate_email";
 const FRAPPE_LOCK_ESTIMATE_METHOD = "custom_ui.api.db.estimates.lock_estimate";
 const FRAPPE_ESTIMATE_UPDATE_RESPONSE_METHOD = "custom_ui.api.db.estimates.manual_response";
 const FRAPPE_GET_ESTIMATE_TEMPLATES_METHOD = "custom_ui.api.db.estimates.get_estimate_templates";
 const FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD = "custom_ui.api.db.estimates.create_estimate_template";
+const FRAPPE_GET_UNAPPROVED_ESTIMATES_COUNT_METHOD = "custom_ui.api.db.estimates.get_unapproved_estimates_count";
+const FRAPPE_GET_ESTIMATES_HALF_DOWN_COUNT_METHOD = "custom_ui.api.db.estimates.get_estimates_half_down_count";
 // Job methods
 const FRAPPE_GET_JOB_METHOD = "custom_ui.api.db.jobs.get_job";
 const FRAPPE_GET_JOBS_METHOD = "custom_ui.api.db.jobs.get_jobs_table_data";
 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";
+const FRAPPE_UPDATE_JOB_SCHEDULED_DATES_METHOD = "custom_ui.api.db.jobs.update_job_scheduled_dates";
+const FRAPPE_GET_JOBS_IN_QUEUE_METHOD = "custom_ui.api.db.jobs.get_jobs_in_queue_count";
+const FRAPPE_GET_JOBS_IN_PROGRESS_METHOD = "custom_ui.api.db.jobs.get_jobs_in_progress_count";
+const FRAPPE_GET_JOBS_LATE_METHOD = "custom_ui.api.db.jobs.get_jobs_late_count";
+const FRAPPE_GET_JOBS_TO_INVOICE_METHOD = "custom_ui.api.db.jobs.get_jobs_to_invoice_count";
 // 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";
 const FRAPPE_SET_TASK_STATUS_METHOD = "custom_ui.api.db.tasks.set_task_status";
+const FRAPPE_GET_TASKS_DUE_METHOD = "custom_ui.api.db.tasks.get_tasks_due";
 // Invoice methods
 const FRAPPE_GET_INVOICES_METHOD = "custom_ui.api.db.invoices.get_invoice_table_data";
 const FRAPPE_UPSERT_INVOICE_METHOD = "custom_ui.api.db.invoices.upsert_invoice";
+const FRAPPE_GET_INVOICES_LATE_METHOD = "custom_ui.api.db.invoices.get_invoices_late_count";
+const FRAPPE_CREATE_INVOICE_FOR_JOB = "custom_ui.api.db.invoices.create_invoice_for_job";
 // Warranty methods
 const FRAPPE_GET_WARRANTY_CLAIMS_METHOD = "custom_ui.api.db.warranties.get_warranty_claims";
 // On-Site Meeting methods
 const FRAPPE_GET_WEEK_ONSITE_MEETINGS_METHOD =
 	"custom_ui.api.db.bid_meetings.get_week_bid_meetings";
+const FRAPPE_GET_BID_MEETING_NOTE_FORM_METHOD = "custom_ui.api.db.bid_meetings.get_bid_meeting_note_form";
 const FRAPPE_GET_ONSITE_MEETINGS_METHOD = "custom_ui.api.db.bid_meetings.get_bid_meetings";
+const FRAPPE_SUBMIT_BID_MEETING_NOTE_FORM_METHOD = "custom_ui.api.db.bid_meetings.submit_bid_meeting_note_form";
 // Address methods
 const FRAPPE_GET_ADDRESSES_METHOD = "custom_ui.api.db.addresses.get_addresses";
 // Client methods
 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";
-
+// Employee methods
+const FRAPPE_GET_EMPLOYEES_METHOD = "custom_ui.api.db.employees.get_employees";
+const FRAPPE_GET_EMPLOYEES_ORGANIZED_METHOD = "custom_ui.api.db.employees.get_employees_organized";
+// Other methods
+const FRAPPE_GET_WEEK_HOLIDAYS_METHOD = "custom_ui.api.db.general.get_week_holidays";
+const FRAPPE_GET_DOC_LIST_METHOD = "custom_ui.api.db.general.get_doc_list";
+// Service Appointment methods
+const FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD = "custom_ui.api.db.service_appointments.get_service_appointments";
+const FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD = "custom_ui.api.db.service_appointments.update_service_appointment_scheduled_dates";
 class Api {
 	// ============================================================================
-	// CORE REQUEST METHOD
+	// CORE REQUEST METHOPD
 	// ============================================================================
 
 	static async request(frappeMethod, args = {}) {
@@ -85,6 +111,17 @@ 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
@@ -136,9 +173,22 @@ class Api {
 	// ON-SITE MEETING METHODS
 	// ============================================================================
 
-	static async getUnscheduledBidMeetings() {
+	static async getBidMeetingNoteForm(projectTemplate) {
+		return await this.request(FRAPPE_GET_BID_MEETING_NOTE_FORM_METHOD, { projectTemplate });
+	}
+
+	static async submitBidMeetingNoteForm(data) {
+		return await this.request(FRAPPE_SUBMIT_BID_MEETING_NOTE_FORM_METHOD, { 
+			bidMeeting: data.bidMeeting, 
+			projectTemplate: data.projectTemplate,
+			formTemplate: data.formTemplate, 
+			fields: data.fields});
+	}
+
+	static async getUnscheduledBidMeetings(company) {
 		return await this.request(
 			"custom_ui.api.db.bid_meetings.get_unscheduled_bid_meetings",
+			{ company }
 		);
 	}
 
@@ -146,8 +196,8 @@ 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) {
@@ -169,6 +219,12 @@ class Api {
 		});
 	}
 
+	static async getBidMeetingNote(name) {
+		return await this.request("custom_ui.api.db.bid_meetings.get_bid_meeting_note", {
+			name,
+		});
+	}
+
 	// ============================================================================
 	// ESTIMATE / QUOTATION METHODS
 	// ============================================================================
@@ -213,7 +269,12 @@ class Api {
 
 		console.log("DEBUG: API - Sending estimate options to backend:", page, pageSize, filters, sorting);
 
-		const result = await this.request(FRAPPE_GET_ESTIMATES_METHOD, { page, pageSize, filters, sorting});
+		const result = await this.request(FRAPPE_GET_ESTIMATES_TABLE_DATA_V2_METHOD, { page, pageSize, filters, sorting});
+		return result;
+	}
+
+	static async getIncompleteBidsCount(currentCompany) {
+		const result = await this.request(FRAPPE_GET_INCOMPLETE_BIDS_METHOD, { company: currentCompany });
 		return result;
 	}
 
@@ -242,6 +303,14 @@ class Api {
 		return await this.request(FRAPPE_CREATE_ESTIMATE_TEMPLATE_METHOD, { data });
 	}
 
+	static async getUnapprovedEstimatesCount(currentCompany) {
+		return await this.request(FRAPPE_GET_UNAPPROVED_ESTIMATES_COUNT_METHOD, {company: currentCompany});
+	}
+
+	static async getEstimatesHalfDownCount(currentCompany) {
+		return await this.request(FRAPPE_GET_ESTIMATES_HALF_DOWN_COUNT_METHOD, {company: currentCompany});
+	}
+
 	// ============================================================================
 	// JOB / PROJECT METHODS
 	// ============================================================================
@@ -298,6 +367,39 @@ class Api {
 		return result;
 	}
 
+	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 getJobsInQueueCount(currentCompany) {
+		return await this.request(FRAPPE_GET_JOBS_IN_QUEUE_METHOD, {company: currentCompany});
+	}
+
+	static async getJobsInProgressCount(currentCompany) {
+		return await this.request(FRAPPE_GET_JOBS_IN_PROGRESS_METHOD, {company: currentCompany});
+	}
+
+	static async getJobsLateCount(currentCompany) {
+		return await this.request(FRAPPE_GET_JOBS_LATE_METHOD, {company: currentCompany});
+	}
+
+	static async getJobsToInvoiceCount(currentCompany) {
+		return await this.request(FRAPPE_GET_JOBS_TO_INVOICE_METHOD, {company: currentCompany});
+	}
+
+	static async setJobCompleted(jobName) {
+		return await this.request(FRAPPE_SET_JOB_COMPLETE_METHOD, {jobName: jobName});
+	}
+
 	static async getJob(jobName) {
 		if (frappe.db.exists("Project", jobName)) {
 			const result = await this.request(FRAPPE_GET_JOB_METHOD, { jobId: jobName })
@@ -344,10 +446,29 @@ 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;
 	}
 
+	// ============================================================================
+	// SERVICE APPOINTMENT METHODS
+	// ============================================================================
+
+	static async getServiceAppointments(companies = [], filters = {}) {
+		return await this.request(FRAPPE_GET_SERVICE_APPOINTMENTS_METHOD, { companies, filters });
+	}
+
+	static async updateServiceAppointmentScheduledDates(serviceAppointmentName, startDate, endDate, crewLeadName, startTime = null, endTime = null) {
+		return await this.request(FRAPPE_UPDATE_SERVICE_APPOINTMENT_SCHEDULED_DATES_METHOD, {
+			serviceAppointmentName,
+			startDate,
+			endDate,
+			crewLeadName,
+			startTime,
+			endTime
+		})
+	}
+
 	// ============================================================================
 	// TASK METHODS
 	// ============================================================================
@@ -401,6 +522,16 @@ class Api {
 		return await this.request(FRAPPE_SET_TASK_STATUS_METHOD, { taskName, newStatus });
 	}
 
+	static async getTasksDue(subjectFilter, currentCompany) {
+		const result = await this.request(FRAPPE_GET_TASKS_DUE_METHOD, {subjectFilter, currentCompany});
+		return result;
+	}
+
+	static async getTasksCompleted(subjectFilter) {
+		const result = await this.request(FRAPPE_GET_TASKS_COMPLETED_METHOD, {subjectFilter});
+		return result;
+	}
+
 	// ============================================================================
 	// INVOICE / PAYMENT METHODS
 	// ============================================================================
@@ -437,6 +568,16 @@ class Api {
 		return result;
 	}
 
+	static async getInvoicesLateCount(currentCompany) {
+		const result = await this.request(FRAPPE_GET_INVOICES_LATE_METHOD, { company: currentCompany });
+		return result;
+	}
+
+	static async createInvoiceForJob(jobName) {
+		const result = await this.request(FRAPPE_CREATE_INVOICE_FOR_JOB, { jobName: jobName });
+		return result;
+	}
+
 	// ============================================================================
 	// WARRANTY METHODS
 	// ============================================================================
@@ -558,6 +699,26 @@ class Api {
 		return data;
 	}
 
+	// ============================================================================
+	// EMPLOYEE METHODS
+	// ============================================================================
+
+	static async getEmployees(company, roles = []) {
+		return await this.request(FRAPPE_GET_EMPLOYEES_METHOD, { company, roles });
+	}
+
+	static async getEmployeesOrganized (company, roles = []) {
+		return await this.request(FRAPPE_GET_EMPLOYEES_ORGANIZED_METHOD, { company, roles });
+	}
+
+	// ============================================================================
+	// OTHER METHODS
+	// ============================================================================
+
+	static async getWeekHolidays(startDate) {
+		return await this.request(FRAPPE_GET_WEEK_HOLIDAYS_METHOD, { weekStartDate: startDate });
+	}
+
 	// ============================================================================
 	// GENERIC DOCTYPE METHODS
 	// ============================================================================
@@ -572,20 +733,21 @@ class Api {
 	 */
 	static async getDocsList(
 		doctype,
-		fields = [],
+		fields = ["*"],
 		filters = {},
-		page = 0,
-		start = 0,
-		pageLength = 0,
+		pluck = null,
 	) {
-		const docs = await frappe.db.get_list(doctype, {
+		const docs = await this.request(
+			FRAPPE_GET_DOC_LIST_METHOD,
+			{
+				doctype, 
 				fields,
 				filters,
-			start: start,
-			limit: pageLength,
-		});
+				pluck,
+			}
+		);
 		console.log(
-			`DEBUG: API - Fetched ${doctype} list (page ${page + 1}, start ${start}): `,
+			`DEBUG: API - Fetched ${doctype} list: `,
 			docs,
 		);
 		return docs;

frontend/src/components/calendar/CalendarNavigation.vue

@@ -1,42 +1,24 @@
 <template>
     <div class="calendar-navigation">
-		<Tabs value="0">
+		<Tabs value="0" v-if="companyStore.currentCompany == 'Sprinklers Northwest'">
 			<TabList>
 				<Tab value="0">Bids</Tab>
-				<Tab value="1">Install</Tab>
+				<Tab value="1">Projects</Tab>
 				<Tab value="2">Service</Tab>
-				<Tab value="3">Lowe Fencing</Tab>
-				<Tab value="4">Daniel's Landscaping</Tab>
-				<Tab value="5">Nuco Yardcare</Tab>
 				<Tab value="6">Warranties</Tab>
 			</TabList>
 			<TabPanels>
 				<TabPanel header="Bids" value="0">
 					<ScheduleBid />
 				</TabPanel>
-				<TabPanel header="Install" value="1">
-						<InstallsCalendar />
+				<TabPanel header="Projects" value="1">
+						<SNWProjectCalendar />
 				</TabPanel>
 				<TabPanel header="Service" value="2">
 					<div class="coming-soon">
 						<p>Service feature coming soon!</p>
 					</div>
 				</TabPanel>
-				<TabPanel header="Lowe Fencing" value="3">
-					<div class="coming-soon">
-						<p>Lowe Fencing calendar coming soon!</p>
-					</div>
-				</TabPanel>
-				<TabPanel header="Daniel's Landscaping" value="4">
-					<div class="coming-soon">
-						<p>Daniel's Calendar coming soon!</p>
-					</div>
-				</TabPanel>
-				<TabPanel header="Nuco Yardcare" value="5">
-					<div class="coming-soon">
-						<p>Nuco calendar coming soon!</p>
-					</div>
-				</TabPanel>
 				<TabPanel header="Warranties" value="6">
 					<div class="coming-soon">
 						<p>Warranties Calendar coming soon!</p>
@@ -44,6 +26,37 @@
 				</TabPanel>
 			</TabPanels>
 		</Tabs>
+		<Tabs v-else value="0">
+			<TabList>
+				<Tab value="0">Bids</Tab>
+				<Tab value="1">Projects</Tab>
+				<Tab value="2">Service</Tab>
+				<Tab value="3">Warranties</Tab>
+			</TabList>
+			<TabPanels>
+				<TabPanel header="Bids" value="0">
+					<ScheduleBid />
+				</TabPanel>
+				<TabPanel header="Projects" value="1">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Service" value="2">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Service" value="2">
+					<div class="coming-soon">
+						<p>Calendar Coming Soon!</p>
+					</div>
+				</TabPanel>
+				<TabPanel header="Warranties" value="3">
+					<p>Calendar Coming Soon!</p>
+				</TabPanel>
+			</TabPanels>
+		</Tabs>
     </div>
 </template>
 
@@ -56,15 +69,35 @@ 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 SNWProjectCalendar from './jobs/SNWProjectCalendar.vue';
 import { useNotificationStore } from '../../stores/notifications-primevue';
+import { useCompanyStore } from '../../stores/company';
 
 const notifications = useNotificationStore();
+const companyStore = useCompanyStore();
 </script>
 
 <style scoped>
 .calendar-navigation {
     width: 100%;
+    height: 100%;
+    display: flex;
+    flex-direction: column;
+}
+
+.calendar-navigation :deep(.p-tabs) {
+    height: 100%;
+    display: flex;
+    flex-direction: column;
+}
+
+.calendar-navigation :deep(.p-tabpanels) {
+    flex: 1;
+    overflow: hidden;
+}
+
+.calendar-navigation :deep(.p-tabpanel) {
+    height: 100%;
 }
 
 .coming-soon {

frontend/src/components/calendar/bids/ScheduleBid.vue

@@ -115,8 +115,8 @@
 									)"
 									:key="meeting.id"
 									class="meeting-event"
-									:class="getMeetingColorClass(meeting)"
-									draggable="true"
+									:class="[getMeetingColorClass(meeting), { 'meeting-completed-locked': meeting.status === 'Completed' }]"
+									:draggable="meeting.status !== 'Completed'"
 									@dragstart="handleMeetingDragStart($event, meeting)"
 									@dragend="handleDragEnd($event)"
 									@click.stop="showMeetingDetails(meeting)"
@@ -206,6 +206,7 @@
 			:meeting="selectedMeeting"
 			@close="closeMeetingModal"
 			@meeting-updated="handleMeetingUpdated"
+			@complete-meeting="openNoteForm"
 		/>
 
 		<!-- New Meeting Modal -->
@@ -216,6 +217,17 @@
 			@confirm="handleNewMeetingConfirm"
 			@cancel="handleNewMeetingCancel"
 		/>
+
+		<!-- Bid Meeting Note Form Modal -->
+		<BidMeetingNoteForm
+			v-if="selectedMeetingForNotes"
+			:visible="showNoteFormModal"
+			@update:visible="showNoteFormModal = $event"
+			:bid-meeting-name="selectedMeetingForNotes.name"
+			:project-template="selectedMeetingForNotes.projectTemplate"
+			@submit="handleNoteFormSubmit"
+			@cancel="handleNoteFormCancel"
+		/>
 	</div>
 </template>
 
@@ -224,14 +236,17 @@ 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";
 import Api from "../../../api";
 
 const route = useRoute();
 const router = useRouter();
 const loadingStore = useLoadingStore();
 const notificationStore = useNotificationStore();
+const companyStore = useCompanyStore();
 
 // Query parameters
 const isNewMode = computed(() => route.query.new === "true");
@@ -249,6 +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);
@@ -474,6 +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;
 };
@@ -489,7 +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({
@@ -534,6 +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
@@ -549,6 +633,12 @@ const handleDragStart = (event, meeting = null) => {
 };
 
 const handleMeetingDragStart = (event, meeting) => {
+	// Prevent dragging completed meetings
+	if (meeting.status === 'Completed') {
+		event.preventDefault();
+		return;
+	}
+	
 	// Handle dragging a scheduled meeting
 	draggedMeeting.value = {
 		id: meeting.name,
@@ -557,6 +647,7 @@ 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
@@ -667,6 +758,7 @@ 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
@@ -790,6 +882,7 @@ const handleDropToUnscheduled = async (event) => {
 				notes: droppedMeeting.notes || "",
 				status: "Unscheduled",
 				assigned_employee: droppedMeeting.assigned_employee || "",
+				projectTemplate: droppedMeeting.projectTemplate,
 			});
 		}
 
@@ -816,7 +909,7 @@ const handleDropToUnscheduled = async (event) => {
 const loadUnscheduledMeetings = async () => {
 	loadingStore.setLoading(true);
 	try {
-		const result = await Api.getUnscheduledBidMeetings();
+		const result = await Api.getUnscheduledBidMeetings(companyStore.currentCompany);
 		// Ensure we always have an array
 		unscheduledMeetings.value = Array.isArray(result) ? result : [];
 		console.log("Loaded unscheduled meetings:", unscheduledMeetings.value);
@@ -865,7 +958,7 @@ const loadWeekMeetings = async () => {
 
 		// Try to get meetings from API
 		try {
-			const apiResult = await Api.getWeekBidMeetings(weekStartStr, weekEndStr);
+			const apiResult = await Api.getWeekBidMeetings(weekStartStr, weekEndStr, companyStore.currentCompany);
 			if (Array.isArray(apiResult)) {
 				// Transform the API data to match what the calendar expects
 				meetings.value = apiResult
@@ -1085,6 +1178,15 @@ watch(currentWeekStart, () => {
 	loadWeekMeetings();
 });
 
+// Watch for company changes
+watch(
+	() => companyStore.currentCompany,
+	async () => {
+		await loadWeekMeetings();
+		await loadUnscheduledMeetings();
+	}
+);
+
 watch(
 	() => route.query.new,
 	(newVal) => {
@@ -1098,9 +1200,10 @@ watch(
 <style scoped>
 .schedule-bid-container {
 	padding: 20px;
-	height: 100vh;
+	height: 100%;
 	display: flex;
 	flex-direction: column;
+	overflow: hidden;
 }
 
 .header {
@@ -1110,6 +1213,7 @@ watch(
 	margin-bottom: 20px;
 	padding-bottom: 15px;
 	border-bottom: 1px solid #e0e0e0;
+	flex-shrink: 0;
 }
 
 .header-controls {
@@ -1150,9 +1254,9 @@ watch(
 	padding: 0 16px;
 	display: flex;
 	flex-direction: column;
-	overflow-y: auto;
-	max-height: calc(100vh - 150px);
+	overflow: hidden;
 	transition: width 0.3s ease;
+	flex-shrink: 0;
 }
 
 .sidebar.collapsed {
@@ -1182,11 +1286,13 @@ watch(
 .sidebar-header h4 {
 	font-size: 1.1em;
 	margin: 0;
+	flex-shrink: 0;
 }
 
 .unscheduled-meetings-list {
 	flex: 1;
 	overflow-y: auto;
+	overflow-x: hidden;
 	padding: 8px 0;
 }
 
@@ -1461,11 +1567,24 @@ watch(
 	background: linear-gradient(135deg, #f44336, #d32f2f);
 }
 
+.meeting-event.meeting-completed-locked {
+	cursor: default !important;
+	opacity: 0.9;
+}
+
+.meeting-event.meeting-completed-locked:active {
+	cursor: default !important;
+}
+
 .meeting-event:hover {
 	transform: scale(1.02);
 	box-shadow: 0 4px 8px rgba(0, 0, 0, 0.3);
 }
 
+.meeting-event.meeting-completed-locked:hover {
+	transform: none;
+}
+
 .event-time {
 	font-weight: 600;
 	font-size: 0.8em;

frontend/src/components/clientSubPages/AddressInformationForm.vue

@@ -59,6 +59,15 @@
 							style="margin-top: 0"
 						/>
 						<label :for="`isBilling-${index}`"><i class="pi pi-dollar" style="font-size: 0.75rem; margin-right: 0.25rem;"></i>Is Billing Address</label>
+						<input
+							type="checkbox"
+							:id="`isService-${index}`"
+							v-model="address.isServiceAddress"
+							:disabled="isSubmitting"
+							@change="handleServiceChange(index)"
+							style="margin-top: 0; margin-left: 1.5rem;"
+						/>
+						<label :for="`isService-${index}`"><i class="pi pi-truck" style="font-size: 0.75rem; margin-right: 0.25rem;"></i>Is Service Address</label>
 					</div>
 					<div class="form-row">
 						<div class="form-field">
@@ -120,7 +129,7 @@
 							<Select
 								:id="`primaryContact-${index}`"
 								v-model="address.primaryContact"
-								:options="contactOptions"
+								:options="address.contacts.map(c => contactOptions.find(opt => opt.value === c))"
 								optionLabel="label"
 								optionValue="value"
 								:disabled="isSubmitting || contactOptions.length === 0"
@@ -174,6 +183,7 @@ const localFormData = computed({
 					addressLine1: "",
 					addressLine2: "",
 					isBillingAddress: true,
+					isServiceAddress: true,
 					pincode: "",
 					city: "",
 					state: "",
@@ -205,6 +215,7 @@ onMounted(() => {
 				addressLine1: "",
 				addressLine2: "",
 				isBillingAddress: true,
+				isServiceAddress: true,
 				pincode: "",
 				city: "",
 				state: "",
@@ -221,6 +232,7 @@ const addAddress = () => {
 		addressLine1: "",
 		addressLine2: "",
 		isBillingAddress: false,
+		isServiceAddress: true,
 		pincode: "",
 		city: "",
 		state: "",
@@ -259,6 +271,7 @@ const handleBillingChange = (selectedIndex) => {
 		localFormData.value.addresses.forEach((addr, idx) => {
 			if (idx !== selectedIndex) {
 				addr.isBillingAddress = false;
+				addr.isServiceAddress = true; // Ensure service address is true for others
 			}
 		});
 
@@ -279,6 +292,21 @@ const handleBillingChange = (selectedIndex) => {
 				localFormData.value.addresses[selectedIndex].primaryContact = 0;
 			}
 		}
+	} else {
+		localFormData.value.addresses[selectedIndex].isBillingAddress = true;
+		notificationStore.addInfo("At least one of Billing Address must be selected.");
+	}
+};
+
+const handleServiceChange = (selectedIndex) => {
+	// If the address does not have billing address selected, ensure that service address is always true
+	if (!localFormData.value.addresses[selectedIndex].isBillingAddress) {
+		localFormData.value.addresses[selectedIndex].isServiceAddress = true;
+		notificationStore.addInfo("Service Address must be selected if not a Billing Address.");
+	}
+	if (!localFormData.value.addresses.some(addr => addr.isServiceAddress)) {
+		localFormData.value.addresses[selectedIndex].isServiceAddress = true;
+		notificationStore.addInfo("At least one Service Address must be selected.");
 	}
 };
 

frontend/src/components/clientView/AddressSelector.vue

@@ -0,0 +1,385 @@
+<template>
+	<div v-if="addresses.length > 1" class="address-selector">
+		<div class="selector-header">
+			<h4>Select Address</h4>
+			<Button
+				@click="showAddAddressModal = true"
+				icon="pi pi-plus"
+				label="Add An Address"
+				size="small"
+				severity="secondary"
+			/>
+		</div>
+
+		<Select
+			v-model="selectedAddressIndex"
+			:options="addressOptions"
+			optionLabel="label"
+			optionValue="value"
+			placeholder="Select an address"
+			class="w-full address-dropdown"
+			@change="handleAddressChange"
+		>
+			<template #value="slotProps">
+				<div v-if="slotProps.value !== null && slotProps.value !== undefined" class="dropdown-value">
+					<span class="address-title">{{ addresses[slotProps.value]?.fullAddress || 'Unnamed Address' }}</span>
+					<div class="address-badges">
+						<Badge
+							v-if="addresses[slotProps.value]?.isPrimaryAddress && !addresses[slotProps.value]?.isServiceAddress"
+							value="Billing Only"
+							severity="info"
+						/>
+						<Badge
+							v-if="addresses[slotProps.value]?.isPrimaryAddress && addresses[slotProps.value]?.isServiceAddress"
+							value="Billing & Service"
+							severity="success"
+						/>
+						<Badge
+							v-if="!addresses[slotProps.value]?.isPrimaryAddress && addresses[slotProps.value]?.isServiceAddress"
+							value="Service"
+							severity="secondary"
+						/>
+						<Badge
+							v-if="addresses[slotProps.value]?.isServiceAddress"
+							:value="`${addresses[slotProps.value]?.projects?.length || 0} Projects`"
+							severity="contrast"
+						/>
+					</div>
+				</div>
+			</template>
+			<template #option="slotProps">
+				<div class="dropdown-option">
+					<span class="option-title">{{ slotProps.option.addressTitle || 'Unnamed Address' }}</span>
+					<div class="option-badges">
+						<Badge
+							v-if="slotProps.option.isPrimaryAddress && !slotProps.option.isServiceAddress"
+							value="Billing Only"
+							severity="info"
+							size="small"
+						/>
+						<Badge
+							v-if="slotProps.option.isPrimaryAddress && slotProps.option.isServiceAddress"
+							value="Billing & Service"
+							severity="success"
+							size="small"
+						/>
+						<Badge
+							v-if="!slotProps.option.isPrimaryAddress && slotProps.option.isServiceAddress"
+							value="Service"
+							severity="secondary"
+							size="small"
+						/>
+						<Badge
+							v-if="slotProps.option.isServiceAddress"
+							:value="`${slotProps.option.projectCount} Projects`"
+							severity="contrast"
+							size="small"
+						/>
+					</div>
+				</div>
+			</template>
+		</Select>
+
+		<!-- Selected Address Info -->
+		<div v-if="selectedAddress" class="selected-address-info">
+			<div class="address-status">
+				<Badge
+					v-if="selectedAddress.isPrimaryAddress && !selectedAddress.isServiceAddress"
+					value="Billing Only Address"
+					severity="info"
+				/>
+				<Badge
+					v-if="selectedAddress.isPrimaryAddress && selectedAddress.isServiceAddress"
+					value="Billing & Service Address"
+					severity="success"
+				/>
+				<Badge
+					v-if="!selectedAddress.isPrimaryAddress && selectedAddress.isServiceAddress"
+					value="Service Address"
+					severity="secondary"
+				/>
+			</div>
+
+			<!-- Service Address Details -->
+			<div v-if="selectedAddress.isServiceAddress" class="service-details">
+				<div class="detail-item">
+					<i class="pi pi-briefcase"></i>
+					<span>{{ selectedAddress.projects?.length || 0 }} Projects</span>
+				</div>
+				<div class="detail-item">
+					<i class="pi pi-calendar"></i>
+					<span>{{ selectedAddress.onsiteMeetings?.length || 0 }} Bid Meetings</span>
+				</div>
+				<div v-if="primaryContact" class="detail-item primary-contact">
+					<i class="pi pi-user"></i>
+					<div class="contact-info">
+						<span class="contact-name">{{ primaryContactName }}</span>
+						<span class="contact-detail">{{ primaryContactEmail }}</span>
+						<span class="contact-detail">{{ primaryContactPhone }}</span>
+					</div>
+				</div>
+			</div>
+		</div>
+
+		<!-- Add Address Modal -->
+		<Dialog
+			:visible="showAddAddressModal"
+			@update:visible="showAddAddressModal = $event"
+			header="Add Address"
+			:modal="true"
+			:closable="true"
+			class="add-address-dialog"
+		>
+			<div class="coming-soon">
+				<i class="pi pi-hourglass"></i>
+				<p>Feature coming soon</p>
+			</div>
+			<template #footer>
+				<Button
+					label="Close"
+					severity="secondary"
+					@click="showAddAddressModal = false"
+				/>
+			</template>
+		</Dialog>
+	</div>
+</template>
+
+<script setup>
+import { computed, ref, watch, nextTick } from "vue";
+import { useRoute } from "vue-router";
+import Badge from "primevue/badge";
+import Button from "primevue/button";
+import Dialog from "primevue/dialog";
+import Select from "primevue/select";
+import DataUtils from "../../utils";
+
+const route = useRoute();
+const addressParam = route.query.address || null;
+
+const props = defineProps({
+	addresses: {
+		type: Array,
+		required: true,
+	},
+	selectedAddressIdx: {
+		type: Number,
+		default: 0,
+	},
+	contacts: {
+		type: Array,
+		default: () => [],
+	},
+});
+
+const findAddressIndexByParam = (addressStr) => {
+	const trimmedParam = addressStr.trim();
+	for (let i = 0; i < props.addresses.length; i++) {
+		const addr = props.addresses[i];
+		const fullAddr = (addr.fullAddress || DataUtils.calculateFullAddress(addr)).trim();
+		if (fullAddr === trimmedParam) {
+			return i;
+		}
+	}
+	return null;
+};
+
+const emit = defineEmits(["update:selectedAddressIdx"]);
+
+const showAddAddressModal = ref(false);
+const selectedAddressIndex = ref(addressParam ? findAddressIndexByParam(addressParam) : props.selectedAddressIdx);
+
+// Emit update if the initial index is different from props
+if (addressParam && selectedAddressIndex.value !== null && selectedAddressIndex.value !== props.selectedAddressIdx) {
+	nextTick(() => emit("update:selectedAddressIdx", selectedAddressIndex.value));
+}
+
+// Watch for external changes to selectedAddressIdx
+watch(() => props.selectedAddressIdx, (newVal) => {
+	selectedAddressIndex.value = newVal;
+});
+
+// Selected address object
+const selectedAddress = computed(() => {
+	if (selectedAddressIndex.value >= 0 && selectedAddressIndex.value < props.addresses.length) {
+		return props.addresses[selectedAddressIndex.value];
+	}
+	return null;
+});
+
+// Address options for dropdown
+const addressOptions = computed(() => {
+	return props.addresses.map((addr, idx) => ({
+		label: addr.fullAddress || DataUtils.calculateFullAddress(addr),
+		value: idx,
+		addressTitle: addr.fullAddress || 'Unnamed Address',
+		isPrimaryAddress: addr.isPrimaryAddress,
+		isServiceAddress: addr.isServiceAddress,
+		projectCount: addr.projects?.length || 0,
+	}));
+});
+
+// Primary contact for selected address
+const primaryContact = computed(() => {
+	if (!selectedAddress.value?.primaryContact || !props.contacts) return null;
+	return props.contacts.find(c => c.name === selectedAddress.value.primaryContact);
+});
+
+const primaryContactName = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.fullName || primaryContact.value.name || "N/A";
+});
+
+const primaryContactEmail = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.emailId || primaryContact.value.customEmail || "N/A";
+});
+
+const primaryContactPhone = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.phone || primaryContact.value.mobileNo || "N/A";
+});
+
+// Handle address change
+const handleAddressChange = () => {
+	emit("update:selectedAddressIdx", selectedAddressIndex.value);
+};
+</script>
+
+<style scoped>
+.address-selector {
+	background: var(--surface-card);
+	border-radius: 12px;
+	padding: 1.5rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 2px 8px rgba(0, 0, 0, 0.08);
+	margin-bottom: 1rem;
+}
+
+.selector-header {
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	margin-bottom: 1rem;
+}
+
+.selector-header h4 {
+	margin: 0;
+	font-size: 1.1rem;
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.address-dropdown {
+	width: 100%;
+	margin-bottom: 1rem;
+}
+
+.dropdown-value,
+.dropdown-option {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+	padding: 0.25rem 0;
+}
+
+.address-title,
+.option-title {
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.address-badges,
+.option-badges {
+	display: flex;
+	flex-wrap: wrap;
+	gap: 0.5rem;
+}
+
+.selected-address-info {
+	display: flex;
+	flex-direction: row;
+	gap: 1rem;
+	padding: 0.75rem;
+	background: var(--surface-ground);
+	border-radius: 8px;
+	align-items: center;
+}
+
+.address-status {
+	display: flex;
+	gap: 0.5rem;
+}
+
+.service-details {
+	display: flex;
+	flex-direction: row;
+	gap: 1rem;
+	flex-wrap: wrap;
+}
+
+.detail-item {
+	display: flex;
+	align-items: center;
+	gap: 0.75rem;
+	padding: 0.75rem;
+	background: var(--surface-card);
+	border-radius: 6px;
+}
+
+.detail-item i {
+	font-size: 1.25rem;
+	color: var(--primary-color);
+}
+
+.detail-item span {
+	font-size: 0.95rem;
+	font-weight: 500;
+	color: var(--text-color);
+}
+
+.detail-item.primary-contact {
+	flex: 1;
+}
+
+.contact-info {
+	display: flex;
+	flex-direction: column;
+	gap: 0.25rem;
+}
+
+.contact-name {
+	font-weight: 600;
+	color: var(--text-color);
+	font-size: 1rem;
+}
+
+.contact-detail {
+	font-size: 0.875rem;
+	color: var(--text-color-secondary);
+}
+
+.coming-soon {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	gap: 1rem;
+	padding: 2rem;
+	text-align: center;
+}
+
+.coming-soon i {
+	font-size: 3rem;
+	color: var(--text-color-secondary);
+}
+
+.coming-soon p {
+	font-size: 1.1rem;
+	color: var(--text-color-secondary);
+	margin: 0;
+}
+
+.w-full {
+	width: 100%;
+}
+</style>

frontend/src/components/clientView/GeneralClientInfo.vue

@@ -0,0 +1,335 @@
+<template>
+	<div class="general-client-info">
+		<div class="info-grid">
+			<!-- Lead Badge -->
+			<div v-if="isLead" class="lead-badge-container">
+				<Badge value="LEAD" severity="warn" size="large" />
+				<div class="action-buttons">
+					<v-btn
+						size="small"
+						variant="outlined"
+						color="primary"
+						@click="addAddress"
+					>
+						<v-icon left size="small">mdi-map-marker-plus</v-icon>
+						Add Address
+					</v-btn>
+					<v-btn
+						size="small"
+						variant="outlined"
+						color="primary"
+						@click="addContact"
+					>
+						<v-icon left size="small">mdi-account-plus</v-icon>
+						Add Contact
+					</v-btn>
+				</div>
+			</div>
+
+			<!-- Client Name (only show for Company type) -->
+			<div v-if="clientData.customerType === 'Company'" class="info-section">
+				<label>Company Name</label>
+				<span class="info-value large">{{ displayClientName }}</span>
+			</div>
+
+			<!-- Client Type -->
+			<div class="info-section">
+				<label>Client Type</label>
+				<span class="info-value">{{ clientData.customerType || "N/A" }}</span>
+			</div>
+
+			<!-- Associated Companies -->
+			<div v-if="associatedCompanies.length > 0" class="info-section">
+				<label>Associated Companies</label>
+				<div class="companies-list">
+					<Tag
+						v-for="company in associatedCompanies"
+						:key="company"
+						:value="company"
+						severity="info"
+					/>
+				</div>
+			</div>
+
+			<!-- Billing Address -->
+			<div v-if="billingAddress" class="info-section">
+				<label>Billing Address</label>
+				<span class="info-value">{{ billingAddress }}</span>
+			</div>
+
+			<!-- Primary Contact Info -->
+			<div v-if="primaryContact" class="info-section primary-contact">
+				<label>{{ clientData.customerType === 'Individual' ? 'Contact Information' : 'Primary Contact' }}</label>
+				<div class="contact-details">
+					<div class="contact-item">
+						<i class="pi pi-user"></i>
+						<span>{{ primaryContact.fullName || primaryContact.name || "N/A" }}</span>
+					</div>
+					<div class="contact-item">
+						<i class="pi pi-envelope"></i>
+						<span>{{ primaryContact.emailId || primaryContact.customEmail || "N/A" }}</span>
+					</div>
+					<div class="contact-item">
+						<i class="pi pi-phone"></i>
+						<span>{{ primaryContact.phone || primaryContact.mobileNo || "N/A" }}</span>
+					</div>
+				</div>
+			</div>
+
+			<!-- Statistics -->
+			<div class="info-section stats">
+				<label>Overview</label>
+				<div class="stats-grid">
+					<div class="stat-item">
+						<i class="pi pi-map-marker"></i>
+						<span class="stat-value">{{ addressCount }}</span>
+						<span class="stat-label">Addresses</span>
+					</div>
+					<div class="stat-item">
+						<i class="pi pi-users"></i>
+						<span class="stat-value">{{ contactCount }}</span>
+						<span class="stat-label">Contacts</span>
+					</div>
+					<div class="stat-item">
+						<i class="pi pi-briefcase"></i>
+						<span class="stat-value">{{ projectCount }}</span>
+						<span class="stat-label">Projects</span>
+					</div>
+				</div>
+			</div>
+
+			<!-- Creation Date -->
+			<div class="info-section">
+				<label>Created</label>
+				<span class="info-value">{{ formattedCreationDate }}</span>
+			</div>
+		</div>
+	</div>
+</template>
+
+<script setup>
+import { computed } from "vue";
+import Badge from "primevue/badge";
+import Tag from "primevue/tag";
+
+const props = defineProps({
+	clientData: {
+		type: Object,
+		required: true,
+	},
+});
+
+// Check if client is a Lead
+const isLead = computed(() => props.clientData.doctype === "Lead");
+
+// Strip "-#-" from client name
+const displayClientName = computed(() => {
+	if (!props.clientData.customerName) return "N/A";
+	return props.clientData.customerName.split("-#-")[0].trim();
+});
+
+// Get associated companies
+const associatedCompanies = computed(() => {
+	if (!props.clientData.companies || !Array.isArray(props.clientData.companies)) {
+		return [];
+	}
+	return props.clientData.companies.map(c => c.company).filter(Boolean);
+});
+
+// Strip "-#-" from billing address
+const billingAddress = computed(() => {
+	if (!props.clientData.customBillingAddress) return null;
+	return props.clientData.customBillingAddress.split("-#-")[0].trim();
+});
+
+// Get primary contact
+const primaryContact = computed(() => {
+	if (!props.clientData.contacts || !props.clientData.primaryContact) return null;
+	return props.clientData.contacts.find(
+		c => c.name === props.clientData.primaryContact
+	);
+});
+
+// Counts
+const addressCount = computed(() => props.clientData.addresses?.length || 0);
+const contactCount = computed(() => props.clientData.contacts?.length || 0);
+const projectCount = computed(() => props.clientData.jobs?.length || 0);
+
+// Format creation date
+const formattedCreationDate = computed(() => {
+	if (!props.clientData.creation) return "N/A";
+	const date = new Date(props.clientData.creation);
+	return date.toLocaleDateString("en-US", {
+		year: "numeric",
+		month: "long",
+		day: "numeric",
+	});
+});
+
+// Placeholder methods for adding address and contact
+const addAddress = () => {
+	console.log("Add Address modal would open here");
+	// TODO: Open add address modal
+};
+
+const addContact = () => {
+	console.log("Add Contact modal would open here");
+	// TODO: Open add contact modal
+};
+</script>
+
+<style scoped>
+.general-client-info {
+	background: var(--surface-card);
+	border-radius: 8px;
+	padding: 0.5rem 0.75rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 1px 3px rgba(0, 0, 0, 0.06);
+	margin-bottom: 0.75rem;
+}
+
+.lead-badge-container {
+	grid-column: 1 / -1;
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	margin-bottom: 0.25rem;
+}
+
+.action-buttons {
+	display: flex;
+	gap: 0.5rem;
+}
+
+.info-grid {
+	display: grid;
+	grid-template-columns: 1fr 1fr;
+	gap: 0.75rem 1.5rem;
+	align-items: start;
+}
+
+.info-section {
+	display: grid;
+	grid-template-columns: 120px 1fr;
+	align-items: center;
+	gap: 0.75rem;
+	min-height: 2rem;
+	padding: 0.25rem 0;
+}
+
+.info-section label {
+	font-size: 0.7rem;
+	font-weight: 600;
+	color: var(--text-color-secondary);
+	text-transform: uppercase;
+	letter-spacing: 0.3px;
+	justify-self: start;
+	align-self: center;
+	margin: 0;
+}
+
+.info-value {
+	font-size: 0.85rem;
+	color: var(--text-color);
+	font-weight: 500;
+	justify-self: start;
+	align-self: center;
+	margin: 0;
+}
+
+.info-value.large {
+	font-size: 1.1rem;
+	font-weight: 600;
+	color: var(--primary-color);
+}
+
+.companies-list {
+	display: flex;
+	flex-wrap: wrap;
+	gap: 0.25rem;
+	justify-content: flex-start;
+	align-items: center;
+}
+
+.primary-contact {
+	grid-column: span 1;
+	justify-self: stretch;
+}
+
+.contact-details {
+	display: flex;
+	flex-wrap: wrap;
+	gap: 1rem;
+	padding: 0.5rem 0.75rem;
+	background: var(--surface-ground);
+	border-radius: 4px;
+	width: 100%;
+	justify-content: flex-start;
+	align-items: center;
+}
+
+.contact-item {
+	display: flex;
+	align-items: center;
+	gap: 0.35rem;
+	min-width: 0;
+	flex: 1;
+}
+
+.contact-item i {
+	color: var(--primary-color);
+	font-size: 0.85rem;
+}
+
+.contact-item span {
+	font-size: 0.8rem;
+	color: var(--text-color);
+}
+
+.stats {
+	grid-column: span 1;
+	justify-self: stretch;
+}
+
+.stats-grid {
+	display: flex;
+	gap: 1rem;
+	padding: 0.5rem 0.75rem;
+	background: var(--surface-ground);
+	border-radius: 4px;
+	width: 100%;
+	justify-content: space-around;
+	align-items: center;
+	flex-wrap: wrap;
+}
+
+.stat-item {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	gap: 0.25rem;
+	text-align: center;
+	min-width: 60px;
+}
+
+.stat-item i {
+	font-size: 0.9rem;
+	color: var(--primary-color);
+}
+
+.stat-value {
+	font-size: 1.1rem;
+	font-weight: 600;
+	color: var(--text-color);
+	line-height: 1.2;
+}
+
+.stat-label {
+	font-size: 0.7rem;
+	color: var(--text-color-secondary);
+	font-weight: 500;
+	text-transform: uppercase;
+	letter-spacing: 0.3px;
+	line-height: 1.2;
+}
+</style>

frontend/src/components/clientView/InstallStatus.vue

@@ -7,7 +7,7 @@
 				:class="getStatusClass(onsiteMeetingStatus)"
 				@click="handleBidMeetingClick"
 			>
-				<span class="status-label">Meeting</span>
+				<span class="status-label">Bid Meeting</span>
 				<span class="status-badge">{{ onsiteMeetingStatus }}</span>
 			</div>
 
@@ -16,7 +16,7 @@
 				:class="getStatusClass(estimateSentStatus)"
 				@click="handleEstimateClick"
 			>
-				<span class="status-label">Estimate</span>
+				<span class="status-label">Estimate Sent</span>
 				<span class="status-badge">{{ estimateSentStatus }}</span>
 			</div>
 
@@ -109,8 +109,10 @@ const handleBidMeetingClick = () => {
 };
 
 const handleEstimateClick = () => {
-	if (props.estimateSentStatus === "Not Started") {
-		router.push(`/estimate?new=true&address=${encodeURIComponent(props.fullAddress)}&template=SNW%20Install`);
+	if ((props.estimateSentStatus === "Not Started") && props.onsiteMeetingStatus != "Completed") {
+		notificationStore.addWarning("Bid Meeting must be scheduled and completed before an Estimate can be made for a SNW Install")
+	} else if (props.estimateSentStatus === "Not Started") {
+		router.push(`/estimate?new=true&address=${encodeURIComponent(props.fullAddress)}&project-template=SNW%20Install&from-meeting=${encodeURIComponent(props.bidMeeting)}`);
 	} else {
 		router.push(`/estimate?name=${encodeURIComponent(props.estimate)}`);
 	}

frontend/src/components/clientView/Overview.vue

@@ -0,0 +1,132 @@
+<template>
+	<div class="overview-content">
+		<!-- New Client Forms -->
+		<div v-if="isNew" class="new-client-forms">
+			<ClientInformationForm
+				:form-data="client"
+				:is-submitting="false"
+				:is-edit-mode="false"
+				@update:formData="handleFormDataUpdate"
+				@newClientToggle="handleNewClientToggle"
+				@customerSelected="handleCustomerSelected"
+			/>
+			<ContactInformationForm
+				:form-data="client"
+				:is-submitting="false"
+				:is-edit-mode="false"
+				@update:formData="handleFormDataUpdate"
+			/>
+			<AddressInformationForm
+				:form-data="client"
+				:is-submitting="false"
+				:is-edit-mode="false"
+				@update:formData="handleFormDataUpdate"
+			/>
+		</div>
+
+		<!-- Quick Actions (only in non-edit mode) -->
+		<QuickActions
+			v-if="!editMode && !isNew"
+			:full-address="fullAddress"
+			@edit-mode-enabled="handleEditModeEnabled"
+		/>
+
+		<!-- Special Modules Section -->
+		<SpecialModules
+			v-if="!isNew && !editMode"
+			:selected-address="selectedAddress"
+			:full-address="fullAddress"
+		/>
+
+		<!-- Property Details -->
+		<PropertyDetails
+			v-if="!isNew && selectedAddress"
+			:address-data="selectedAddress"
+			:all-contacts="allContacts"
+			:edit-mode="editMode"
+			@update:address-contacts="handleAddressContactsUpdate"
+			@update:primary-contact="handlePrimaryContactUpdate"
+		/>
+	</div>
+</template>
+
+<script setup>
+import QuickActions from "./QuickActions.vue";
+import SpecialModules from "./SpecialModules.vue";
+import PropertyDetails from "./PropertyDetails.vue";
+import ClientInformationForm from "../clientSubPages/ClientInformationForm.vue";
+import ContactInformationForm from "../clientSubPages/ContactInformationForm.vue";
+import AddressInformationForm from "../clientSubPages/AddressInformationForm.vue";
+
+const props = defineProps({
+	selectedAddress: {
+		type: Object,
+		default: null,
+	},
+	allContacts: {
+		type: Array,
+		default: () => [],
+	},
+	editMode: {
+		type: Boolean,
+		default: false,
+	},
+	isNew: {
+		type: Boolean,
+		default: false,
+	},
+	fullAddress: {
+		type: String,
+		default: "",
+	},
+	client: {
+		type: Object,
+		default: () => ({}),
+	},
+});
+
+const emit = defineEmits([
+	"edit-mode-enabled",
+	"update:address-contacts",
+	"update:primary-contact",
+	"update:client",
+]);
+
+const handleEditModeEnabled = () => {
+	emit("edit-mode-enabled");
+};
+
+const handleAddressContactsUpdate = (contactNames) => {
+	emit("update:address-contacts", contactNames);
+};
+
+const handlePrimaryContactUpdate = (contactName) => {
+	emit("update:primary-contact", contactName);
+};
+
+const handleFormDataUpdate = (newFormData) => {
+	emit("update:client", newFormData);
+};
+
+const handleNewClientToggle = (isNewClient) => {
+	// Handle if needed
+};
+
+const handleCustomerSelected = (customer) => {
+	// Handle if needed
+};
+</script>
+
+<style scoped>
+.overview-content {
+	display: flex;
+	flex-direction: column;
+	gap: 1.5rem;
+}
+
+.new-client-forms {
+	display: flex;
+	flex-direction: column;
+	gap: 1.5rem;
+}
+</style>

frontend/src/components/clientView/PropertyDetails.vue

@@ -0,0 +1,622 @@
+<template>
+	<div class="property-details">
+		<h3>Property Details</h3>
+
+		<div class="details-grid">
+			<!-- Address Information -->
+			<div class="detail-section">
+				<div class="section-header">
+					<i class="pi pi-map-marker"></i>
+					<h4>Address</h4>
+				</div>
+				<div class="address-info">
+					<p class="full-address">{{ fullAddress }}</p>
+					<div class="address-badges">
+						<Badge
+							v-if="addressData.isPrimaryAddress && !addressData.isServiceAddress"
+							value="Billing Only"
+							severity="info"
+						/>
+						<Badge
+							v-if="addressData.isPrimaryAddress && addressData.isServiceAddress"
+							value="Billing & Service"
+							severity="success"
+						/>
+						<Badge
+							v-if="!addressData.isPrimaryAddress && addressData.isServiceAddress"
+							value="Service Address"
+							severity="secondary"
+						/>
+					</div>
+				</div>
+			</div>
+
+			<!-- Associated Companies -->
+			<div class="detail-section">
+				<div class="section-header">
+					<i class="pi pi-building"></i>
+					<h4>Companies</h4>
+				</div>
+				<div v-if="associatedCompanies.length > 0" class="companies-list">
+					<div
+						v-for="company in associatedCompanies"
+						:key="company"
+						class="company-item"
+					>
+						<i class="pi pi-building"></i>
+						<span>{{ company }}</span>
+					</div>
+				</div>
+				<div v-else class="empty-state">
+					<i class="pi pi-building"></i>
+					<p>No companies associated</p>
+				</div>
+			</div>
+
+			<!-- Primary Contact -->
+			<div class="detail-section">
+				<div class="section-header">
+					<i class="pi pi-user"></i>
+					<h4>Primary Contact</h4>
+				</div>
+				<div v-if="primaryContact" class="contact-card primary">
+					<div class="contact-badge">
+						<Badge value="Primary" severity="success" />
+					</div>
+					<div class="contact-info">
+						<h5>{{ primaryContactName }}</h5>
+						<div class="contact-details">
+							<div class="contact-detail">
+								<i class="pi pi-envelope"></i>
+								<span>{{ primaryContactEmail }}</span>
+							</div>
+							<div class="contact-detail">
+								<i class="pi pi-phone"></i>
+								<span>{{ primaryContactPhone }}</span>
+							</div>
+							<div v-if="primaryContact.role" class="contact-detail">
+								<i class="pi pi-briefcase"></i>
+								<span>{{ primaryContact.role }}</span>
+							</div>
+						</div>
+					</div>
+				</div>
+				<div v-else class="empty-state">
+					<i class="pi pi-user-minus"></i>
+					<p>No primary contact</p>
+				</div>
+			</div>
+
+			<!-- Other Contacts -->
+			<div class="detail-section">
+				<div class="section-header">
+					<i class="pi pi-users"></i>
+					<h4>Other Contacts</h4>
+				</div>
+				<div v-if="otherContacts.length > 0" class="contacts-grid">
+					<div
+						v-for="contact in otherContacts"
+						:key="contact.name"
+						class="contact-card small"
+					>
+						<div class="contact-info-compact">
+							<span class="contact-name">{{ getContactName(contact) }}</span>
+							<span class="contact-email">{{ getContactEmail(contact) }}</span>
+							<span class="contact-phone">{{ getContactPhone(contact) }}</span>
+							<span v-if="contact.role" class="contact-role">{{ contact.role }}</span>
+						</div>
+					</div>
+				</div>
+				<div v-else class="empty-state">
+					<i class="pi pi-user-minus"></i>
+					<p>No other contacts</p>
+				</div>
+			</div>
+
+			<!-- Edit Mode -->
+			<div v-if="editMode" class="detail-section full-width">
+				<div class="section-header">
+					<i class="pi pi-pencil"></i>
+					<h4>Edit Contacts</h4>
+				</div>
+				<div class="contacts-edit">
+					<div class="edit-instructions">
+						<i class="pi pi-info-circle"></i>
+						<span>Select contacts to associate with this address. One must be marked as primary.</span>
+					</div>
+
+					<div class="contacts-list">
+						<div
+							v-for="contact in allContacts"
+							:key="contact.name"
+							class="contact-checkbox-item"
+							:class="{ 'is-selected': isContactSelected(contact) }"
+						>
+							<Checkbox
+								:model-value="isContactSelected(contact)"
+								:binary="true"
+								@update:model-value="toggleContact(contact)"
+								:input-id="`contact-${contact.name}`"
+							/>
+							<label :for="`contact-${contact.name}`" class="contact-label">
+								<div class="contact-info-inline">
+									<span class="contact-name">{{ getContactName(contact) }}</span>
+									<span class="contact-email">{{ getContactEmail(contact) }}</span>
+									<span class="contact-phone">{{ getContactPhone(contact) }}</span>
+								</div>
+							</label>
+							<div v-if="isContactSelected(contact)" class="primary-checkbox">
+								<Checkbox
+									:model-value="isPrimaryContact(contact)"
+									:binary="true"
+									@update:model-value="setPrimaryContact(contact)"
+									:input-id="`primary-${contact.name}`"
+								/>
+								<label :for="`primary-${contact.name}`">Primary</label>
+							</div>
+						</div>
+					</div>
+				</div>
+			</div>
+
+			<!-- Map Section -->
+			<div class="detail-section full-width">
+				<div class="section-header">
+					<i class="pi pi-map"></i>
+					<h4>Location</h4>
+				</div>
+				<LeafletMap
+					:latitude="latitude"
+					:longitude="longitude"
+					:address-title="addressData.addressTitle || 'Property Location'"
+					map-height="350px"
+					:zoom-level="16"
+				/>
+				<div v-if="latitude && longitude" class="coordinates-info">
+					<small>
+						<strong>Coordinates:</strong>
+						{{ parseFloat(latitude).toFixed(6) }}, {{ parseFloat(longitude).toFixed(6) }}
+					</small>
+				</div>
+			</div>
+		</div>
+	</div>
+</template>
+
+<script setup>
+import { computed, ref, watch } from "vue";
+import Badge from "primevue/badge";
+import Checkbox from "primevue/checkbox";
+import LeafletMap from "../common/LeafletMap.vue";
+import DataUtils from "../../utils";
+
+const props = defineProps({
+	addressData: {
+		type: Object,
+		required: true,
+	},
+	allContacts: {
+		type: Array,
+		default: () => [],
+	},
+	editMode: {
+		type: Boolean,
+		default: false,
+	},
+});
+
+const emit = defineEmits(["update:addressContacts", "update:primaryContact"]);
+
+// Local state for editing
+const selectedContactNames = ref([]);
+const selectedPrimaryContactName = ref(null);
+
+// Initialize from props when edit mode is enabled
+watch(() => props.editMode, (isEditMode) => {
+	if (isEditMode) {
+		// Initialize selected contacts from address
+		selectedContactNames.value = (props.addressData.contacts || [])
+			.map(c => c.contact)
+			.filter(Boolean);
+		selectedPrimaryContactName.value = props.addressData.primaryContact || null;
+	}
+});
+
+// Full address
+const fullAddress = computed(() => {
+	return DataUtils.calculateFullAddress(props.addressData);
+});
+
+// Get contacts associated with this address
+const addressContacts = computed(() => {
+	if (!props.addressData.contacts || !props.allContacts) return [];
+	
+	const addressContactNames = props.addressData.contacts.map(c => c.contact);
+	return props.allContacts.filter(c => addressContactNames.includes(c.name));
+});
+
+// Primary contact
+const primaryContact = computed(() => {
+	if (!props.addressData.primaryContact || !props.allContacts) return null;
+	return props.allContacts.find(c => c.name === props.addressData.primaryContact);
+});
+
+const primaryContactName = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.fullName || primaryContact.value.name || "N/A";
+});
+
+const primaryContactEmail = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.emailId || primaryContact.value.customEmail || "N/A";
+});
+
+const primaryContactPhone = computed(() => {
+	if (!primaryContact.value) return "N/A";
+	return primaryContact.value.phone || primaryContact.value.mobileNo || "N/A";
+});
+
+// Other contacts (non-primary)
+const otherContacts = computed(() => {
+	return addressContacts.value.filter(c => c.name !== props.addressData.primaryContact);
+});
+
+// Map coordinates
+const latitude = computed(() => {
+	return props.addressData.customLatitude || props.addressData.latitude || null;
+});
+
+const longitude = computed(() => {
+	return props.addressData.customLongitude || props.addressData.longitude || null;
+});
+
+// Associated companies
+const associatedCompanies = computed(() => {
+	if (!props.addressData.companies) return [];
+	return props.addressData.companies.map(company => company.company).filter(Boolean);
+});
+
+// Helper functions for contact display
+const getContactName = (contact) => {
+	return contact.fullName || contact.name || "N/A";
+};
+
+const getContactEmail = (contact) => {
+	return contact.emailId || contact.customEmail || "N/A";
+};
+
+const getContactPhone = (contact) => {
+	return contact.phone || contact.mobileNo || "N/A";
+};
+
+// Edit mode functions
+const isContactSelected = (contact) => {
+	return selectedContactNames.value.includes(contact.name);
+};
+
+const isPrimaryContact = (contact) => {
+	return selectedPrimaryContactName.value === contact.name;
+};
+
+const toggleContact = (contact) => {
+	const index = selectedContactNames.value.indexOf(contact.name);
+	if (index > -1) {
+		// Removing contact
+		selectedContactNames.value.splice(index, 1);
+		// If this was the primary contact, clear it
+		if (selectedPrimaryContactName.value === contact.name) {
+			selectedPrimaryContactName.value = null;
+		}
+	} else {
+		// Adding contact
+		selectedContactNames.value.push(contact.name);
+	}
+	emitChanges();
+};
+
+const setPrimaryContact = (contact) => {
+	if (isContactSelected(contact)) {
+		selectedPrimaryContactName.value = contact.name;
+		emitChanges();
+	}
+};
+
+const emitChanges = () => {
+	emit("update:addressContacts", selectedContactNames.value);
+	emit("update:primaryContact", selectedPrimaryContactName.value);
+};
+</script>
+
+<style scoped>
+.property-details {
+	background: var(--surface-card);
+	border-radius: 12px;
+	padding: 0.75rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 2px 8px rgba(0, 0, 0, 0.08);
+	margin-bottom: 1rem;
+}
+
+.property-details > h3 {
+	margin: 0 0 0.75rem 0;
+	font-size: 1.25rem;
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.details-grid {
+	display: grid;
+	grid-template-columns: 1fr 1fr;
+	gap: 1rem;
+	align-items: start;
+}
+
+.detail-section {
+	background: var(--surface-ground);
+	border-radius: 8px;
+	padding: 0.75rem;
+}
+
+.detail-section.full-width {
+	grid-column: span 2;
+}
+
+.section-header {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+	margin-bottom: 0.5rem;
+	padding-bottom: 0.5rem;
+	border-bottom: 1px solid var(--surface-border);
+}
+
+.section-header i {
+	font-size: 1rem;
+	color: var(--primary-color);
+}
+
+.section-header h4 {
+	margin: 0;
+	font-size: 1rem;
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.address-info {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.full-address {
+	font-size: 1rem;
+	font-weight: 500;
+	color: var(--text-color);
+	margin: 0;
+}
+
+.address-badges {
+	display: flex;
+	gap: 0.5rem;
+	flex-wrap: wrap;
+}
+
+/* Contacts Display Mode */
+.contacts-display {
+	display: flex;
+	flex-direction: column;
+	gap: 1rem;
+}
+
+.contact-card {
+	background: var(--surface-card);
+	border-radius: 6px;
+	padding: 0.75rem;
+	border: 1px solid var(--surface-border);
+}
+
+.contact-card.primary {
+	border: 2px solid var(--green-500);
+	box-shadow: 0 2px 8px rgba(34, 197, 94, 0.15);
+}
+
+.contact-badge {
+	margin-bottom: 0.5rem;
+}
+
+.contact-info h5 {
+	margin: 0 0 0.5rem 0;
+	font-size: 1.1rem;
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.contact-details {
+	display: flex;
+	flex-direction: column;
+	gap: 0.25rem;
+}
+
+.contact-detail {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+.contact-detail i {
+	font-size: 0.9rem;
+	color: var(--primary-color);
+	min-width: 18px;
+}
+
+.contact-detail span {
+	font-size: 0.9rem;
+	color: var(--text-color);
+}
+
+/* Other Contacts */
+.other-contacts h6 {
+	margin: 0 0 0.75rem 0;
+	font-size: 0.85rem;
+	font-weight: 600;
+	color: var(--text-color-secondary);
+	text-transform: uppercase;
+	letter-spacing: 0.5px;
+}
+
+.contacts-grid {
+	display: grid;
+	grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
+	gap: 0.75rem;
+}
+
+.contact-card.small {
+	padding: 0.75rem;
+}
+
+.contact-info-compact {
+	display: flex;
+	flex-direction: column;
+	gap: 0.25rem;
+}
+
+.contact-info-compact .contact-name {
+	font-weight: 600;
+	font-size: 0.95rem;
+	color: var(--text-color);
+}
+
+.contact-info-compact .contact-email,
+.contact-info-compact .contact-phone,
+.contact-info-compact .contact-role {
+	font-size: 0.85rem;
+	color: var(--text-color-secondary);
+}
+
+/* Contacts Edit Mode */
+.contacts-edit {
+	display: flex;
+	flex-direction: column;
+	gap: 1rem;
+}
+
+.edit-instructions {
+	display: flex;
+	align-items: center;
+	gap: 0.75rem;
+	padding: 1rem;
+	background: var(--blue-50);
+	border-radius: 6px;
+	border: 1px solid var(--blue-200);
+}
+
+.edit-instructions i {
+	font-size: 1.25rem;
+	color: var(--blue-500);
+}
+
+.edit-instructions span {
+	font-size: 0.9rem;
+	color: var(--blue-700);
+}
+
+.contacts-list {
+	display: flex;
+	flex-direction: column;
+	gap: 0.75rem;
+}
+
+.contact-checkbox-item {
+	display: flex;
+	align-items: center;
+	gap: 1rem;
+	padding: 1rem;
+	background: var(--surface-card);
+	border-radius: 6px;
+	border: 2px solid var(--surface-border);
+	transition: all 0.2s ease;
+}
+
+.contact-checkbox-item.is-selected {
+	border-color: var(--primary-color);
+	background: var(--primary-50);
+}
+
+.contact-label {
+	flex: 1;
+	cursor: pointer;
+}
+
+.contact-info-inline {
+	display: flex;
+	flex-direction: column;
+	gap: 0.25rem;
+}
+
+.contact-info-inline .contact-name {
+	font-weight: 600;
+	font-size: 1rem;
+	color: var(--text-color);
+}
+
+.contact-info-inline .contact-email,
+.contact-info-inline .contact-phone {
+	font-size: 0.875rem;
+	color: var(--text-color-secondary);
+}
+
+.primary-checkbox {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+	padding: 0.5rem 1rem;
+	background: var(--green-50);
+	border-radius: 4px;
+	border: 1px solid var(--green-200);
+}
+
+.primary-checkbox label {
+	font-size: 0.875rem;
+	font-weight: 600;
+	color: var(--green-700);
+	cursor: pointer;
+}
+
+/* Companies */
+.companies-list {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.company-item {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+	padding: 0.5rem;
+	background: var(--surface-card);
+	border-radius: 4px;
+	border: 1px solid var(--surface-border);
+}
+
+.company-item i {
+	font-size: 0.9rem;
+	color: var(--primary-color);
+	min-width: 18px;
+}
+
+.company-item span {
+	font-size: 0.9rem;
+	color: var(--text-color);
+	font-weight: 500;
+}
+
+/* Map */
+.coordinates-info {
+	margin-top: 0.75rem;
+	text-align: center;
+	color: var(--text-color-secondary);
+	padding-top: 0.75rem;
+	border-top: 1px solid var(--surface-border);
+}
+</style>

frontend/src/components/clientView/QuickActions.vue

@@ -0,0 +1,118 @@
+<template>
+	<div class="quick-actions">
+		<Button
+			@click="handleEdit"
+			icon="pi pi-pencil"
+			label="Edit Information"
+			size="small"
+			severity="secondary"
+		/>
+		<Button
+			@click="handleCreateEstimate"
+			icon="pi pi-file-edit"
+			label="Create Estimate"
+			size="small"
+			severity="secondary"
+		/>
+		<Button
+			@click="handleCreateBidMeeting"
+			icon="pi pi-calendar-plus"
+			label="Create Bid Meeting"
+			size="small"
+			severity="secondary"
+		/>
+
+		<!-- Edit Confirmation Dialog -->
+		<Dialog
+			:visible="showEditConfirmDialog"
+			@update:visible="showEditConfirmDialog = $event"
+			header="Confirm Edit"
+			:modal="true"
+			:closable="false"
+			class="confirm-dialog"
+		>
+			<p>Are you sure you want to edit this client information? This will enable editing mode.</p>
+			<template #footer>
+				<Button
+					label="Cancel"
+					severity="secondary"
+					@click="showEditConfirmDialog = false"
+				/>
+				<Button
+					label="Yes, Edit"
+					@click="confirmEdit"
+				/>
+			</template>
+		</Dialog>
+	</div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import Button from "primevue/button";
+import Dialog from "primevue/dialog";
+import { useRouter } from "vue-router";
+import DataUtils from "../../utils";
+
+const props = defineProps({
+	fullAddress: {
+		type: String,
+		required: true,
+	},
+});
+
+const emit = defineEmits(["edit-mode-enabled"]);
+
+const router = useRouter();
+const showEditConfirmDialog = ref(false);
+
+const handleEdit = () => {
+	showEditConfirmDialog.value = true;
+};
+
+const confirmEdit = () => {
+	showEditConfirmDialog.value = false;
+	emit("edit-mode-enabled");
+};
+
+const handleCreateEstimate = () => {
+	router.push({
+		path: "/estimate",
+		query: {
+			new: "true",
+			address: props.fullAddress,
+		},
+	});
+};
+
+const handleCreateBidMeeting = () => {
+	router.push({
+		path: "/calendar",
+		query: {
+			tab: "bids",
+			new: "true",
+			address: props.fullAddress,
+		},
+	});
+};
+</script>
+
+<style scoped>
+.quick-actions {
+	display: flex;
+	gap: 0.75rem;
+	justify-content: flex-end;
+	margin-bottom: 1rem;
+	flex-wrap: wrap;
+}
+
+.confirm-dialog {
+	max-width: 400px;
+}
+
+.confirm-dialog :deep(.p-dialog-footer) {
+	display: flex;
+	gap: 0.5rem;
+	justify-content: flex-end;
+}
+</style>

frontend/src/components/clientView/SpecialModules.vue

@@ -0,0 +1,89 @@
+<template>
+	<div v-if="shouldDisplayModule" class="special-modules">
+		<!-- SNW Install Module -->
+		<InstallStatus
+			v-if="currentCompany === 'Sprinklers Northwest'"
+			:onsite-meeting-status="snwInstallData.onsiteMeetingStatus"
+			:estimate-sent-status="snwInstallData.estimateSentStatus"
+			:job-status="snwInstallData.jobStatus"
+			:payment-status="snwInstallData.paymentStatus"
+			:full-address="fullAddress"
+			:bid-meeting="snwInstallData.onsiteMeeting"
+			:estimate="snwInstallData.estimate"
+			:job="snwInstallData.job"
+			:payment="snwInstallData.payment"
+		/>
+	</div>
+</template>
+
+<script setup>
+import { computed } from "vue";
+import { useCompanyStore } from "../../stores/company";
+import InstallStatus from "./InstallStatus.vue";
+
+const props = defineProps({
+	selectedAddress: {
+		type: Object,
+		default: null,
+	},
+	fullAddress: {
+		type: String,
+		default: "",
+	},
+});
+
+const companyStore = useCompanyStore();
+
+const currentCompany = computed(() => companyStore.currentCompany);
+
+// Check if we should display any module
+const shouldDisplayModule = computed(() => {
+	return currentCompany.value === "Sprinklers Northwest";
+});
+
+// Computed data for SNW Install status
+const snwInstallData = computed(() => {
+	if (!props.selectedAddress) {
+		return {
+			onsiteMeetingStatus: "Not Started",
+			estimateSentStatus: "Not Started",
+			jobStatus: "Not Started",
+			paymentStatus: "Not Started",
+			onsiteMeeting: "",
+			estimate: "",
+			job: "",
+			payment: "dummy-payment-string",
+		};
+	}
+
+	const addr = props.selectedAddress;
+
+	// Filter for SNW Install template
+	const snwBidMeeting = addr.onsiteMeetings?.find(
+		(m) => m.projectTemplate === "SNW Install" && m.status !== "Cancelled"
+	);
+	const snwEstimate = addr.quotations?.find(
+		(q) => q.projectTemplate === "SNW Install" && q.status !== "Cancelled"
+	);
+	const snwJob = addr.projects?.find(
+		(p) => p.projectTemplate === "SNW Install" && p.status !== "Cancelled"
+	);
+
+	return {
+		onsiteMeetingStatus: addr.onsiteMeetingScheduled || "Not Started",
+		estimateSentStatus: addr.estimateSentStatus || "Not Started",
+		jobStatus: addr.jobStatus || "Not Started",
+		paymentStatus: addr.paymentReceivedStatus || "Not Started",
+		onsiteMeeting: snwBidMeeting?.onsiteMeeting || "",
+		estimate: snwEstimate?.quotation || "",
+		job: snwJob?.project || "",
+		payment: "dummy-payment-string",
+	};
+});
+</script>
+
+<style scoped>
+.special-modules {
+	margin-bottom: 1rem;
+}
+</style>

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);
 	}
 }
 
@@ -784,7 +783,9 @@ const hasExactlyOneRowSelected = computed(() => {
 onMounted(() => {
 	const currentFilters = filtersStore.getTableFilters(props.tableName);
 	filterableColumns.value.forEach((col) => {
-		pendingFilters.value[col.fieldName] = currentFilters[col.fieldName]?.value || "";
+		// Use defaultValue from column definition if provided, otherwise use stored filter value
+		const storedValue = currentFilters[col.fieldName]?.value || "";
+		pendingFilters.value[col.fieldName] = col.defaultValue || storedValue;
 	});
 });
 
@@ -1074,12 +1075,9 @@ 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 +1086,9 @@ 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);
 			}

frontend/src/components/common/GlobalLoadingOverlay.vue

@@ -1,15 +1,14 @@
 <template>
 	<div
 		v-if="showOverlay"
-		class="fixed inset-0 bg-black bg-opacity-30 flex items-center justify-center z-[9999] transition-opacity duration-200"
-		:class="{ 'opacity-100': showOverlay, 'opacity-0 pointer-events-none': !showOverlay }"
+		class="global-loading-overlay"
 	>
-		<div class="bg-white rounded-lg p-6 shadow-xl max-w-sm w-full mx-4 text-center">
-			<div class="mb-4">
-				<i class="pi pi-spin pi-spinner text-4xl text-blue-500"></i>
+		<div class="loading-content">
+			<div class="spinner-container">
+				<i class="pi pi-spin pi-spinner"></i>
 			</div>
-			<h3 class="text-lg font-semibold text-gray-800 mb-2">Loading</h3>
-			<p class="text-gray-600">{{ loadingMessage }}</p>
+			<h3 class="loading-title">Loading</h3>
+			<p class="loading-message">{{ loadingMessage }}</p>
 		</div>
 	</div>
 </template>
@@ -46,15 +45,51 @@ const loadingMessage = computed(() => {
 </script>
 
 <style scoped>
-/* Additional styling for better visual appearance */
-.bg-opacity-30 {
-	background-color: rgba(0, 0, 0, 0.3);
+.global-loading-overlay {
+	position: fixed;
+	top: 0;
+	left: 0;
+	right: 0;
+	bottom: 0;
+	width: 100vw;
+	height: 100vh;
+	background-color: rgba(0, 0, 0, 0.5);
+	backdrop-filter: blur(4px);
+	display: flex;
+	align-items: center;
+	justify-content: center;
+	z-index: 9999;
+	transition: opacity 0.2s ease;
 }
 
-/* Backdrop blur effect for modern browsers */
-@supports (backdrop-filter: blur(4px)) {
-	.fixed.inset-0 {
-		backdrop-filter: blur(4px);
-	}
+.loading-content {
+	background: white;
+	border-radius: 12px;
+	padding: 2rem;
+	box-shadow: 0 10px 40px rgba(0, 0, 0, 0.2);
+	max-width: 400px;
+	width: 90%;
+	text-align: center;
+}
+
+.spinner-container {
+	margin-bottom: 1rem;
+}
+
+.spinner-container i {
+	font-size: 3rem;
+	color: #1976d2;
+}
+
+.loading-title {
+	font-size: 1.25rem;
+	font-weight: 600;
+	color: #333;
+	margin-bottom: 0.5rem;
+}
+
+.loading-message {
+	color: #666;
+	font-size: 0.95rem;
 }
 </style>

frontend/src/components/common/LeafletMap.vue

@@ -59,6 +59,7 @@ const props = defineProps({
 const mapElement = ref(null);
 let map = null;
 let marker = null;
+let resizeObserver = null;
 
 const initializeMap = async () => {
 	if (!mapElement.value) return;
@@ -75,8 +76,12 @@ const initializeMap = async () => {
 
 	// Only create map if we have valid coordinates
 	if (!isNaN(lat) && !isNaN(lng)) {
+		// Wait for next tick to ensure DOM is updated
 		await nextTick();
 
+		// Additional delay to ensure container has proper dimensions
+		await new Promise(resolve => setTimeout(resolve, 50));
+
 		// Initialize map
 		map = L.map(mapElement.value, {
 			zoomControl: props.interactive,
@@ -106,6 +111,28 @@ const initializeMap = async () => {
 			`,
 			)
 			.openPopup();
+
+		// Ensure map renders correctly - call invalidateSize multiple times
+		const invalidateMap = () => {
+			if (map) {
+				map.invalidateSize();
+			}
+		};
+
+		setTimeout(invalidateMap, 100);
+		setTimeout(invalidateMap, 300);
+		setTimeout(invalidateMap, 500);
+
+		// Set up resize observer to handle container size changes
+		if (resizeObserver) {
+			resizeObserver.disconnect();
+		}
+		resizeObserver = new ResizeObserver(() => {
+			if (map) {
+				map.invalidateSize();
+			}
+		});
+		resizeObserver.observe(mapElement.value);
 	}
 };
 
@@ -117,6 +144,16 @@ const updateMap = () => {
 		// Update map view
 		map.setView([lat, lng], props.zoomLevel);
 
+		// Ensure map renders correctly after view change
+		const invalidateMap = () => {
+			if (map) {
+				map.invalidateSize();
+			}
+		};
+
+		setTimeout(invalidateMap, 100);
+		setTimeout(invalidateMap, 300);
+
 		// Update marker
 		if (marker) {
 			marker.setLatLng([lat, lng]);
@@ -164,6 +201,10 @@ onUnmounted(() => {
 		map = null;
 		marker = null;
 	}
+	if (resizeObserver) {
+		resizeObserver.disconnect();
+		resizeObserver = null;
+	}
 });
 </script>
 
@@ -178,6 +219,7 @@ onUnmounted(() => {
 
 .map {
 	width: 100%;
+	position: relative;
 	z-index: 1;
 }
 

frontend/src/components/common/TodoChart.vue

@@ -21,7 +21,7 @@
 </template>
 
 <script setup>
-import { ref, onMounted, watch, nextTick, computed, onUnmounted} from "vue";
+import { ref, onMounted, watch, nextTick, computed, onUnmounted, toRaw} from "vue";
 import { Chart, registerables } from "chart.js";
 
 // Register Chart.js components
@@ -29,17 +29,13 @@ Chart.register(...registerables);
 
 const props = defineProps({
 	title: String,
-	todoNumber: Number,
-	completedNumber: Number,
+	categories: Object,
 	loading: {
 		type: Boolean,
 		default: false,
 	},
 });
 
-//Constants
-const categories = ["To-do", "Completed"];
-
 //Reactive data
 const centerData = ref(null);
 const hoveredSegment = ref(null);
@@ -56,21 +52,19 @@ const getHoveredCategoryIndex = () => {
 }
 
 const getCategoryValue = (categoryIndex) => {
-	if (categoryIndex === 0) {
-		return props.todoNumber
-	} else {
-		return props.completedNumber
-	}
+	return props.categories.data[categoryIndex];
 }
 
 const getChartData = () => {
+	const categoryData = props.categories.data;
+	const categoryColors = props.categories.colors;
 	const chartData = {
 		name: props.title,
 		datasets: [
 			{
 				label: "",
-				data: [props.todoNumber, props.completedNumber],
-				backgroundColor: ["#b22222", "#4caf50"]
+				data: categoryData,
+				backgroundColor: categoryColors
 			},
 		]
 	};
@@ -79,8 +73,11 @@ const getChartData = () => {
 
 
 const updateCenterData = () => {
-	const total = props.todoNumber + props.completedNumber;
-	const todos = props.todoNumber;
+	let total = 0;
+	for (let i=0; i<props.categories.data.length; i++) {
+		total += props.categories.data[i];
+	}
+	const todos = props.categories.data[0];
 
 	if (todos === 0 && total > 0) {
 		centerData.value = {
@@ -107,14 +104,14 @@ const updateCenterData = () => {
 		const percentage = total > 0 ? ((value / total) * 100).toFixed(1) + "%" : "0%";
 
 		centerData.value = {
-			label: categories[hoveredCategoryIndex],
+			label: props.categories.labels[hoveredCategoryIndex],
 			value: value,
 			percentage: percentage,
 		};
 	} else {
 		centerData.value = {
-			label: "To-do",
-			value: props.todoNumber,
+			label: props.categories.labels[0],
+			value: todos,
 			percentage: null,
 		};
 	}
@@ -180,8 +177,6 @@ const getChartOptions = () => {
 const createChart = () => {
 	if (!chartCanvas.value || props.loading) return;
 
-	console.log(`DEBUG: Creating chart for ${props.title}`);
-	console.log(props);
 
 	const ctx = chartCanvas.value.getContext("2d");
 	if (chartInstance.value) {
@@ -214,9 +209,9 @@ onMounted(() => {
 	createChart();
 });
 
-watch(() => props.completedNumber, (newValue) => {
+watch(() => props.categories, (newValue) => {
 	updateChart();
-});
+}, {deep: true});
 
 </script>
 

frontend/src/components/modals/BidMeetingNoteForm.vue

@@ -0,0 +1,978 @@
+<template>
+	<Modal
+		:visible="showModal"
+		@update:visible="showModal = $event"
+		:options="modalOptions"
+		@confirm="handleSubmit"
+		@cancel="handleCancel"
+	>
+		<template #title>
+			<div class="modal-header">
+				<i class="pi pi-file-edit" style="color: var(--primary-color); font-size: 1.2rem; margin-right: 0.5rem;"></i>
+				{{ formTitle }}
+			</div>
+		</template>
+
+		<div v-if="isLoading" class="loading-container">
+			<ProgressSpinner style="width: 50px; height: 50px" strokeWidth="4" />
+			<p>Loading form...</p>
+		</div>
+
+		<div v-else-if="formConfig" class="form-container">
+			<Button @click="debugLog" label="Debug" severity="secondary" size="small" class="debug-button" />
+			<template v-for="row in groupedFields" :key="`row-${row.rowIndex}`">
+				<div class="form-row">
+					<div
+						v-for="field in row.fields"
+						:key="field.name"
+						:class="`form-column-${Math.min(Math.max(field.columns || 12, 1), 12)}`"
+					>
+						<div class="form-field">
+							<!-- Field Label -->
+							<label :for="field.name" class="field-label">
+								{{ field.label }}
+								<span v-if="field.required" class="required-indicator">*</span>
+							</label>
+
+							<!-- Help Text -->
+							<small v-if="field.helpText" class="field-help-text">
+								{{ field.helpText }}
+							</small>
+
+							<!-- Data/Text Field -->
+							<template v-if="field.type === 'Data' || field.type === 'Text'">
+								<InputText
+									v-if="field.type === 'Data'"
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="field.label"
+									class="w-full"
+								/>
+								<Textarea
+									v-else
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="field.label"
+									rows="3"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Check Field -->
+							<template v-else-if="field.type === 'Check'">
+								<div class="checkbox-container">
+									<Checkbox
+										:id="field.name"
+										v-model="formData[field.name].value"
+										:binary="true"
+										:disabled="field.readOnly || !isFieldVisible(field)"
+									/>
+									<label :for="field.name" class="checkbox-label">
+										{{ formData[field.name].value ? 'Yes' : 'No' }}
+									</label>
+								</div>
+							</template>
+
+							<!-- Date Field -->
+							<template v-else-if="field.type === 'Date'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									dateFormat="yy-mm-dd"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Datetime Field -->
+							<template v-else-if="field.type === 'Datetime'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									showTime
+									hourFormat="12"
+									dateFormat="yy-mm-dd"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Time Field -->
+							<template v-else-if="field.type === 'Time'">
+								<DatePicker
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									timeOnly
+									hourFormat="12"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Number Field -->
+							<template v-else-if="field.type === 'Number'">
+								<InputNumber
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Select Field -->
+							<template v-else-if="field.type === 'Select'">
+								<div @click="console.log('Select wrapper clicked:', field.name, 'disabled:', field.readOnly || !isFieldVisible(field), 'options:', optionsForFields[field.name])">
+									<Select
+										:id="field.name"
+										v-model="formData[field.name].value"
+										:options="optionsForFields[field.name]"
+										:disabled="field.readOnly || !isFieldVisible(field)"
+										:placeholder="`Select ${field.label}`"
+										:optionLabel="'label'"
+										:optionValue="'value'"
+										:editable="false"
+										:showClear="true"
+										:baseZIndex="10000"
+										@click.native="console.log('Select native click:', field.name)"
+										class="w-full"
+									/>
+								</div>
+							</template>
+
+							<!-- Multi-Select Field -->
+							<template v-else-if="field.type === 'Multi-Select'">
+								<MultiSelect
+									:id="field.name"
+									v-model="formData[field.name].value"
+									:options="optionsForFields[field.name]"
+									:disabled="field.readOnly || !isFieldVisible(field)"
+									:placeholder="`Select ${field.label}`"
+									:key="`${field.name}-${field.readOnly || !isFieldVisible(field)}`"
+									:optionLabel="'label'"
+									:optionValue="'value'"
+									:showClear="true"
+									:baseZIndex="9999"
+									display="chip"
+									class="w-full"
+								/>
+							</template>
+
+							<!-- Multi-Select w/ Quantity Field -->
+							<template v-else-if="field.type === 'Multi-Select w/ Quantity'">
+								<div class="multi-select-quantity-container">
+									<!-- Item Selector -->
+									<div class="item-selector">
+										<Select
+											v-model="currentItemSelection[field.name]"
+											:options="optionsForFields[field.name]"
+											:disabled="field.readOnly || !isFieldVisible(field)"
+											:placeholder="`Add ${field.label}`"
+											:key="`${field.name}-${field.readOnly || !isFieldVisible(field)}`"
+											:optionLabel="'label'"
+											:showClear="true"
+											:baseZIndex="9999"
+											class="w-full"
+											@change="addItemToQuantityList(field)"
+										/>
+									</div>
+
+									<!-- Selected Items with Quantities -->
+									<div v-if="formData[field.name].value && formData[field.name].value.length > 0" class="selected-items-list">
+										<div
+											v-for="(item, index) in formData[field.name].value"
+											:key="index"
+											class="quantity-item"
+										>
+											<div class="item-name">{{ getOptionLabel(field, item) }}</div>
+											<div class="quantity-controls">
+												<InputNumber
+													v-model="item.quantity"
+													:min="1"
+													:disabled="field.readOnly || !isFieldVisible(field)"
+													showButtons
+													buttonLayout="horizontal"
+													:step="1"
+													decrementButtonClass="p-button-secondary"
+													incrementButtonClass="p-button-secondary"
+													incrementButtonIcon="pi pi-plus"
+													decrementButtonIcon="pi pi-minus"
+												/>
+												<Button
+													icon="pi pi-trash"
+													severity="danger"
+													text
+													@click="removeItemFromQuantityList(field, index)"
+													:disabled="field.readOnly || !isFieldVisible(field)"
+												/>
+											</div>
+										</div>
+									</div>
+								</div>
+							</template>
+						</div>
+					</div>
+				</div>
+			</template>
+		</div>
+
+		<div v-else class="error-container">
+			<i class="pi pi-exclamation-triangle" style="font-size: 2rem; color: var(--red-500);"></i>
+			<p>Failed to load form configuration</p>
+		</div>
+	</Modal>
+</template>
+
+<script setup>
+import { ref, computed, watch, onMounted, reactive } from "vue";
+import Modal from "../common/Modal.vue";
+import InputText from "primevue/inputtext";
+import Textarea from "primevue/textarea";
+import Checkbox from "primevue/checkbox";
+import DatePicker from "primevue/datepicker";
+import InputNumber from "primevue/inputnumber";
+import Select from "primevue/select";
+import MultiSelect from "primevue/multiselect";
+import Button from "primevue/button";
+import ProgressSpinner from "primevue/progressspinner";
+import Api from "../../api";
+import { useLoadingStore } from "../../stores/loading";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+
+const docsForSelectFields = ref({});
+
+const props = defineProps({
+	visible: {
+		type: Boolean,
+		required: true,
+	},
+	bidMeetingName: {
+		type: String,
+		required: true,
+	},
+	projectTemplate: {
+		type: String,
+		required: true,
+	},
+});
+
+const emit = defineEmits(["update:visible", "submit", "cancel"]);
+
+const loadingStore = useLoadingStore();
+const notificationStore = useNotificationStore();
+
+const showModal = computed({
+	get: () => props.visible,
+	set: (value) => emit("update:visible", value),
+});
+
+const isLoading = ref(false);
+const formConfig = ref(null);
+const formData = ref({}); // Will store fieldName: {fieldConfig, value}
+const currentItemSelection = ref({}); // For tracking current selection in Multi-Select w/ Quantity
+const doctypeOptions = ref({}); // Cache for doctype options
+
+const formTitle = computed(() => {
+	return formConfig.value?.title || "Bid Meeting Notes";
+});
+
+// Include all fields from config plus a general notes field
+const allFields = computed(() => {
+	if (!formConfig.value) return [];
+	
+	const fields = [...(formConfig.value.fields || [])];
+	
+	// Always add a general notes field at the end
+	const generalNotesField = {
+		name: 'general_notes',
+		label: 'General Notes',
+		type: 'Text',
+		required: 0,
+		readOnly: 0,
+		helpText: 'Any additional notes or observations from the meeting',
+		row: Math.max(...fields.map(f => f.row || 1), 0) + 1,
+		columns: 12,
+	};
+	
+	fields.push(generalNotesField);
+	return fields;
+});
+
+// Group fields by row for grid layout
+const groupedFields = computed(() => {
+	const groups = {};
+	
+	allFields.value.forEach(field => {
+		const rowNum = field.row || 1;
+		if (!groups[rowNum]) {
+			groups[rowNum] = { rowIndex: rowNum, fields: [] };
+		}
+		groups[rowNum].fields.push(field);
+	});
+	
+	// Sort fields by column and set columns span
+	Object.values(groups).forEach(group => {
+		group.fields.sort((a, b) => (a.column || 0) - (b.column || 0));
+		const numFields = group.fields.length;
+		const span = Math.floor(12 / numFields);
+		group.fields.forEach(field => {
+			field.columns = span;
+		});
+	});
+	
+	return Object.values(groups).sort((a, b) => a.rowIndex - b.rowIndex);
+});
+
+// Update field value in reactive form data
+const updateFieldValue = (fieldName, value) => {
+	if (formData.value[fieldName]) {
+		formData.value[fieldName].value = value;
+	}
+};
+
+// Get CSS class for field column span
+const getFieldColumnClass = (field) => {
+	const columns = field.columns || 12; // Default to full width if not specified
+	return `form-column-${Math.min(Math.max(columns, 1), 12)}`; // Ensure between 1-12
+};
+
+const modalOptions = computed(() => ({
+	maxWidth: "800px",
+	showCancelButton: true,
+	confirmButtonText: "Submit",
+	cancelButtonText: "Cancel",
+	confirmButtonColor: "primary",
+	zIndex: 1000, // Lower than select baseZIndex
+}));
+
+// Helper to find field name by label
+const findFieldNameByLabel = (label) => {
+	if (!formConfig.value || !formConfig.value.fields) return null;
+	const field = formConfig.value.fields.find(f => f.label === label);
+	return field ? field.name : null;
+};
+
+const fetchDocsForSelectField = async (doctype, fieldName) => {
+    const docs = await Api.getDocsList(doctype);
+    docsForSelectFields[fieldName] = docs;
+}
+
+// Check if a field should be visible based on conditional logic
+const isFieldVisible = (field) => {
+	if (!field.conditionalOnField) {
+		return true;
+	}
+
+	// Find the actual field name from the label (conditionalOnField contains the label)
+	const dependentFieldName = findFieldNameByLabel(field.conditionalOnField);
+	if (!dependentFieldName) {
+		console.warn(`Could not find field with label: ${field.conditionalOnField}`);
+		return true; // Show field if we can't find the dependency
+	}
+
+	const dependentFieldValue = formData.value[dependentFieldName]?.value;
+
+	console.log(`Checking visibility for ${field.label}:`, {
+		conditionalOnField: field.conditionalOnField,
+		dependentFieldName,
+		dependentFieldValue,
+		conditionalOnValue: field.conditionalOnValue,
+	});
+
+	// If the dependent field is a checkbox, it should be true
+	if (typeof dependentFieldValue === "boolean") {
+		return dependentFieldValue === true;
+	}
+
+	// If conditional_on_value is specified, check for exact match
+	if (field.conditionalOnValue !== null && field.conditionalOnValue !== undefined) {
+		return dependentFieldValue === field.conditionalOnValue;
+	}
+
+	// Otherwise, just check if the dependent field has any truthy value
+	return !!dependentFieldValue;
+};
+
+// Get options for select/multi-select fields
+const getFieldOptions = (field) => {
+	// Access reactive data to ensure reactivity
+	const optionsData = docsForSelectFields.value[field.name];
+	
+	console.log(`getFieldOptions called for ${field.label}:`, {
+		type: field.type,
+		options: field.options,
+		optionsType: typeof field.options,
+		doctypeForSelect: field.doctypeForSelect,
+		doctypeLabelField: field.doctypeLabelField,
+		hasDoctypeOptions: !!optionsData,
+	});
+
+	// If options should be fetched from a doctype
+	if (field.doctypeForSelect && optionsData) {
+		console.log(`Using doctype options for ${field.label}:`, optionsData);
+		return [...optionsData]; // Return a copy to ensure reactivity
+	}
+
+	// If options are provided as a string (comma-separated), parse them
+	if (field.options && typeof field.options === "string" && field.options.trim() !== "") {
+		const optionStrings = field.options.split(",").map((opt) => opt.trim()).filter(opt => opt !== "");
+		// Convert to objects for consistency with PrimeVue MultiSelect
+		const options = optionStrings.map((opt) => ({
+			label: opt,
+			value: opt,
+		}));
+		console.log(`Parsed options for ${field.label}:`, options);
+		return options;
+	}
+
+	console.warn(`No options found for ${field.label}`);
+	return [];
+};
+
+// Get options for select/multi-select fields
+const optionsForFields = computed(() => {
+	// Ensure reactivity by accessing docsForSelectFields
+	const docsData = docsForSelectFields.value;
+	const opts = {};
+	allFields.value.forEach(field => {
+		const options = getFieldOptions(field);
+		opts[field.name] = options;
+		console.log(`Computed options for ${field.name}:`, options);
+	});
+	console.log('optionsForFields computed:', opts);
+	return opts;
+});
+
+// Add item to quantity list for Multi-Select w/ Quantity fields
+const addItemToQuantityList = (field) => {
+	const selectedItem = currentItemSelection.value[field.name];
+	if (!selectedItem) return;
+
+	// selectedItem is now an object with { label, value }
+	const itemValue = selectedItem.value || selectedItem;
+	const itemLabel = selectedItem.label || selectedItem;
+
+	// Initialize array if it doesn't exist
+	const fieldData = formData.value[field.name];
+	if (!fieldData.value) {
+		fieldData.value = [];
+	}
+
+	// Check if item already exists (compare by value)
+	const existingItem = fieldData.value.find((item) => item.item === itemValue);
+	if (existingItem) {
+		// Increment quantity if item already exists
+		existingItem.quantity += 1;
+	} else {
+		// Add new item with quantity 1
+		fieldData.value.push({
+			item: itemValue,
+			label: itemLabel,
+			quantity: 1,
+		});
+	}
+
+	// Clear selection
+	currentItemSelection.value[field.name] = null;
+};
+
+// Remove item from quantity list
+const removeItemFromQuantityList = (field, index) => {
+	const fieldData = formData.value[field.name];
+	if (fieldData && fieldData.value) {
+		fieldData.value.splice(index, 1);
+	}
+};
+
+// Get option label for display
+const getOptionLabel = (field, item) => {
+	const options = optionsForFields.value[field.name];
+	const option = options.find(o => o.value === item.item);
+	return option ? option.label : item.label || item.item;
+};
+
+// Initialize form data with default values
+const initializeFormData = () => {
+	if (!formConfig.value) return;
+
+	const data = {};
+	allFields.value.forEach((field) => {
+		// Create reactive object with field config and value
+		data[field.name] = {
+			...field, // Include all field configuration
+			value: null, // Initialize value
+		};
+		
+		// Set default value if provided
+		if (field.defaultValue !== null && field.defaultValue !== undefined) {
+			data[field.name].value = field.defaultValue;
+		} else {
+			// Initialize based on field type
+			switch (field.type) {
+				case "Check":
+					data[field.name].value = false;
+					break;
+				case "Multi-Select":
+					data[field.name].value = [];
+					break;
+				case "Multi-Select w/ Quantity":
+					data[field.name].value = [];
+					break;
+				case "Number":
+					data[field.name].value = null;
+					break;
+				case "Select":
+					data[field.name].value = null;
+					break;
+				default:
+					data[field.name].value = "";
+			}
+		}
+	});
+
+	formData.value = data;
+};
+
+// Load form configuration
+const loadFormConfig = async () => {
+	if (!props.projectTemplate) return;
+
+	isLoading.value = true;
+	try {
+		const config = await Api.getBidMeetingNoteForm(props.projectTemplate);
+		formConfig.value = config;
+		console.log("Loaded form config:", config);
+
+		// Load doctype options for fields that need them
+		await loadDoctypeOptions();
+
+		// Initialize form data
+		initializeFormData();
+	} catch (error) {
+		console.error("Error loading form config:", error);
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to load form configuration",
+			duration: 5000,
+		});
+	} finally {
+		isLoading.value = false;
+	}
+};
+
+// Load options for fields that reference doctypes
+const loadDoctypeOptions = async () => {
+	if (!formConfig.value || !formConfig.value.fields) return;
+
+	const fieldsWithDoctype = formConfig.value.fields.filter(
+		(field) => field.doctypeForSelect && field.doctypeForSelect !== ""
+	);
+
+	for (const field of fieldsWithDoctype) {
+		try {
+			// Use the new API method for fetching docs
+			let docs = await Api.getQuotationItems();
+			
+			// Deduplicate by value field
+			const valueField = field.doctypeValueField || 'name';
+			const seen = new Set();
+			docs = docs.filter(doc => {
+				const val = doc[valueField] || doc.name || doc;
+				if (seen.has(val)) return false;
+				seen.add(val);
+				return true;
+			});
+			
+			// Transform docs into options format
+			// Use doctypeLabelField if specified, otherwise default to 'name'
+			const labelField = field.doctypeLabelField || 'name';
+			
+			const options = docs.map((doc) => ({
+				label: doc[labelField] || doc.name || doc,
+				value: doc[valueField] || doc.name || doc,
+			}));
+			
+			docsForSelectFields.value[field.name] = options;
+			console.log(`Loaded ${options.length} options for ${field.label} from ${field.doctypeForSelect}`);
+		} catch (error) {
+			console.error(`Error loading options for ${field.doctypeForSelect}:`, error);
+		}
+	}
+};
+
+// Validate form
+const validateForm = () => {
+	const errors = [];
+
+	if (!formConfig.value) return errors;
+
+	allFields.value.forEach((field) => {
+		// Only validate if field is visible
+		if (!isFieldVisible(field)) return;
+
+		// Skip required validation for checkboxes (they always have a value: true or false)
+		if (field.type === 'Check') return;
+
+		if (field.required) {
+			const value = formData.value[field.name]?.value;
+
+			if (value === null || value === undefined || value === "") {
+				errors.push(`${field.label} is required`);
+			} else if (Array.isArray(value) && value.length === 0) {
+				errors.push(`${field.label} is required`);
+			}
+		}
+	});
+
+	return errors;
+};
+
+// Format field data for submission
+const formatFieldData = (field) => {
+	const value = formData.value[field.name]?.value;
+	
+	// Include the entire field configuration
+	const fieldData = {
+		...field, // Include all field properties
+		value: value, // Override with current value
+	};
+
+	// Handle options: include unless fetched from doctype
+	if (field.doctypeForSelect) {
+		// Remove options if they were fetched from doctype
+		delete fieldData.options;
+	}
+
+	// For fields with include_options flag, include the selected options
+	if (field.includeOptions) {
+		if (field.type === "Multi-Select") {
+			fieldData.selectedOptions = value || [];
+		} else if (field.type === "Multi-Select w/ Quantity") {
+			fieldData.items = value || [];
+		} else if (field.type === "Select") {
+			fieldData.selectedOption = value;
+		}
+	}
+
+	// Format dates as strings
+	if (field.type === "Date" || field.type === "Datetime" || field.type === "Time") {
+		if (value instanceof Date) {
+			if (field.type === "Date") {
+				fieldData.value = value.toISOString().split("T")[0];
+			} else if (field.type === "Datetime") {
+				fieldData.value = value.toISOString();
+			} else if (field.type === "Time") {
+				fieldData.value = value.toTimeString().split(" ")[0];
+			}
+		}
+	}
+
+	return fieldData;
+};
+
+// Handle form submission
+const handleSubmit = async () => {
+	// Validate form
+	const errors = validateForm();
+	if (errors.length > 0) {
+		notificationStore.addNotification({
+			type: "error",
+			title: "Validation Error",
+			message: errors.join(", "),
+			duration: 5000,
+		});
+		return;
+	}
+
+	try {
+		loadingStore.setLoading(true);
+
+		// Format data for submission
+		const submissionData = {
+			bidMeeting: props.bidMeetingName,
+			projectTemplate: props.projectTemplate,
+			formName: formConfig.value?.name || formConfig.value?.title,
+			formTemplate: formConfig.value?.name || formConfig.value?.title,
+			fields: allFields.value
+				.filter((field) => isFieldVisible(field))
+				.map((field) => formatFieldData(field)),
+		};
+
+		console.log("Submitting form data:", submissionData);
+
+		// Submit to API
+		await Api.submitBidMeetingNoteForm(submissionData);
+
+		notificationStore.addNotification({
+			type: "success",
+			title: "Success",
+			message: "Bid meeting notes submitted successfully",
+			duration: 5000,
+		});
+
+		emit("submit", submissionData);
+		showModal.value = false;
+	} catch (error) {
+		console.error("Error submitting form:", error);
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to submit form. Please try again.",
+			duration: 5000,
+		});
+	} finally {
+		loadingStore.setLoading(false);
+	}
+};
+
+// Handle cancel
+const handleCancel = () => {
+	emit("cancel");
+	showModal.value = false;
+};
+
+// Debug function to log current form data and select options
+const debugLog = () => {
+	console.log("=== FORM DEBUG ===");
+	
+	const debugData = {};
+	allFields.value.forEach(field => {
+		const fieldValue = formData.value[field.name]?.value;
+		const fieldOptions = optionsForFields.value[field.name];
+		const isVisible = isFieldVisible(field);
+		const isDisabled = field.readOnly || !isVisible;
+		
+		debugData[field.name] = {
+			label: field.label,
+			type: field.type,
+			value: fieldValue,
+			isVisible,
+			isDisabled,
+			...(field.type.includes('Select') ? { 
+				options: fieldOptions,
+				optionsCount: fieldOptions?.length || 0
+			} : {}),
+		};
+	});
+	
+	console.log("Current Form Data:", debugData);
+	console.log("==================");
+};
+
+// Watch for modal visibility changes
+watch(
+	() => props.visible,
+	(newVal) => {
+		if (newVal) {
+			loadFormConfig();
+		}
+	}
+);
+
+// Load form config on mount if modal is visible
+onMounted(() => {
+	if (props.visible) {
+		loadFormConfig();
+	}
+});
+</script>
+
+<style scoped>
+.modal-header {
+	display: flex;
+	align-items: center;
+	font-size: 1.25rem;
+	font-weight: 600;
+}
+
+.loading-container {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 3rem;
+	gap: 1rem;
+}
+
+.error-container {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 3rem;
+	gap: 1rem;
+	color: var(--text-color-secondary);
+}
+
+.debug-button {
+	margin-bottom: 1rem;
+}
+
+/* Grid Layout Styles */
+.form-row {
+	display: grid;
+	grid-template-columns: repeat(12, 1fr);
+	gap: 1rem;
+	width: 100%;
+	margin-bottom: 1rem;
+}
+
+.form-column-1 { grid-column: span 1; }
+.form-column-2 { grid-column: span 2; }
+.form-column-3 { grid-column: span 3; }
+.form-column-4 { grid-column: span 4; }
+.form-column-5 { grid-column: span 5; }
+.form-column-6 { grid-column: span 6; }
+.form-column-7 { grid-column: span 7; }
+.form-column-8 { grid-column: span 8; }
+.form-column-9 { grid-column: span 9; }
+.form-column-10 { grid-column: span 10; }
+.form-column-11 { grid-column: span 11; }
+.form-column-12 { grid-column: span 12; }
+
+.form-field-wrapper {
+	width: 100%;
+}
+
+.form-field {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+	pointer-events: auto !important;
+}
+
+.form-field :deep(.p-select) {
+	pointer-events: auto !important;
+}
+
+.form-field :deep(.p-multiselect) {
+	pointer-events: auto !important;
+}
+
+.field-label {
+	font-weight: 600;
+	color: var(--text-color);
+	font-size: 0.95rem;
+}
+
+.required-indicator {
+	color: var(--red-500);
+	margin-left: 0.25rem;
+}
+
+.field-help-text {
+	color: var(--text-color-secondary);
+	font-size: 0.85rem;
+	margin-top: -0.25rem;
+}
+
+.checkbox-container {
+	display: flex;
+	align-items: center;
+	gap: 0.75rem;
+	padding: 0.5rem 0;
+}
+
+.checkbox-container :deep(.p-checkbox) {
+	width: 1.25rem !important;
+	height: 1.25rem !important;
+	position: relative !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-box) {
+	width: 1.25rem !important;
+	height: 1.25rem !important;
+	border: 1px solid var(--surface-border) !important;
+	border-radius: 3px !important;
+	position: relative !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-input) {
+	width: 100% !important;
+	height: 100% !important;
+	margin: 0 !important;
+	padding: 0 !important;
+	position: absolute !important;
+	top: 0 !important;
+	left: 0 !important;
+	opacity: 0 !important;
+	cursor: pointer !important;
+	z-index: 1 !important;
+}
+
+.checkbox-container :deep(.p-checkbox .p-checkbox-box .p-checkbox-icon) {
+	font-size: 0.875rem !important;
+	color: var(--primary-color) !important;
+}
+
+.checkbox-label {
+	font-size: 0.9rem;
+	color: var(--text-color-secondary);
+	margin: 0;
+	font-weight: normal;
+	cursor: pointer;
+	user-select: none;
+}
+
+.multi-select-quantity-container {
+	display: flex;
+	flex-direction: column;
+	gap: 1rem;
+}
+
+.item-selector {
+	width: 100%;
+}
+
+.selected-items-list {
+	display: flex;
+	flex-direction: column;
+	gap: 0.75rem;
+	padding: 1rem;
+	background-color: var(--surface-50);
+	border-radius: 6px;
+	border: 1px solid var(--surface-border);
+}
+
+.quantity-item {
+	display: flex;
+	align-items: center;
+	justify-content: space-between;
+	padding: 0.75rem;
+	background-color: var(--surface-0);
+	border-radius: 4px;
+	border: 1px solid var(--surface-border);
+}
+
+.item-name {
+	flex: 1;
+	font-weight: 500;
+	color: var(--text-color);
+}
+
+.quantity-controls {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+/* Responsive */
+@media (max-width: 768px) {
+	.form-container {
+		max-height: 60vh;
+	}
+
+	.quantity-item {
+		flex-direction: column;
+		align-items: flex-start;
+		gap: 0.75rem;
+	}
+
+	.quantity-controls {
+		width: 100%;
+		justify-content: space-between;
+	}
+}
+</style>

frontend/src/components/modals/BidMeetingNotes.vue

@@ -0,0 +1,566 @@
+<template>
+	<div class="bid-meeting-notes">
+		<div v-if="loading" class="loading-state">
+			<v-progress-circular indeterminate color="primary"></v-progress-circular>
+			<p>Loading bid notes...</p>
+		</div>
+
+		<div v-else-if="error" class="error-state">
+			<i class="pi pi-exclamation-triangle"></i>
+			<p>{{ error }}</p>
+		</div>
+
+		<div v-else-if="bidNote" class="notes-content">
+			<!-- General Notes (if exists) -->
+			<div v-if="bidNote.notes" class="general-notes">
+				<div class="section-header">
+					<i class="pi pi-file-edit"></i>
+					<span>General Notes</span>
+				</div>
+				<div class="notes-text">{{ bidNote.notes }}</div>
+			</div>
+
+			<!-- Dynamic Fields organized by rows -->
+			<div v-if="fieldsByRow && Object.keys(fieldsByRow).length > 0" class="fields-section">
+				<div v-for="(rowFields, rowIndex) in fieldsByRow" :key="rowIndex" class="field-row">
+					<div v-for="field in rowFields" :key="field.name" class="field-item" :class="`field-type-${field.type.toLowerCase().replace(/\s+/g, '-')}`">
+						<!-- Check if field should be displayed based on conditionals -->
+						<template v-if="shouldShowField(field)">
+							<!-- Check Type -->
+							<div v-if="field.type === 'Check'" class="field-check">
+								<i :class="field.value === '1' ? 'pi pi-check-square' : 'pi pi-square'" :style="{ color: field.value === '1' ? 'var(--primary-color)' : '#999' }"></i>
+								<span class="field-label">{{ field.label }}</span>
+							</div>
+
+							<!-- Text Type -->
+							<div v-else-if="field.type === 'Text'" class="field-text">
+								<div class="field-label">{{ field.label }}</div>
+								<div class="field-value">{{ field.value || 'N/A' }}</div>
+							</div>
+
+							<!-- Multi-Select Type -->
+							<div v-else-if="field.type === 'Multi-Select'" class="field-multiselect">
+								<div class="field-label">{{ field.label }}</div>
+								<div class="field-value">
+									<div v-if="getParsedMultiSelect(field.value).length > 0" class="selected-items">
+										<span v-for="(item, idx) in getParsedMultiSelect(field.value)" :key="idx" class="selected-item">
+											{{ item }}
+										</span>
+									</div>
+									<div v-else class="no-selection">No items selected</div>
+								</div>
+							</div>
+
+							<!-- Multi-Select w/ Quantity Type -->
+							<div v-else-if="field.type === 'Multi-Select w/ Quantity'" class="field-multiselect-qty">
+								<div class="field-label">{{ field.label }}</div>
+								<div class="field-value">
+									<div v-if="loading" class="loading-items">
+										<v-progress-circular size="20" indeterminate></v-progress-circular>
+										<span>Loading items...</span>
+									</div>
+									<div v-else-if="getParsedMultiSelectQty(field.value).length > 0" class="quantity-items">
+										<div v-for="(item, idx) in getParsedMultiSelectQty(field.value)" :key="idx" class="quantity-item">
+											<span class="item-label">{{ getItemLabel(field, item) }}</span>
+											<span class="item-quantity">Qty: {{ item.quantity }}</span>
+										</div>
+									</div>
+									<div v-else class="no-selection">No items selected</div>
+								</div>
+							</div>
+
+							<!-- Default/Unknown Type -->
+							<div v-else class="field-unknown">
+								<div class="field-label">{{ field.label }}</div>
+								<div class="field-value">{{ field.value || 'N/A' }}</div>
+								<div class="field-type-note">(Type: {{ field.type }})</div>
+							</div>
+						</template>
+					</div>
+				</div>
+			</div>
+
+			<!-- Empty State -->
+			<div v-else class="empty-state">
+				<i class="pi pi-inbox"></i>
+				<p>No fields to display</p>
+			</div>
+
+			<!-- Header Information (moved to bottom) -->
+			<div class="notes-header">
+				<div class="header-info">
+					<div class="info-item">
+						<span class="label">Created By:</span>
+						<span class="value">{{ bidNote.owner }}</span>
+					</div>
+					<div class="info-item">
+						<span class="label">Submitted on:</span>
+						<span class="value">{{ formatDate(bidNote.creation) }}</span>
+					</div>
+				</div>
+			</div>
+		</div>
+	</div>
+</template>
+
+<script setup>
+import { ref, computed, onMounted } from "vue";
+import Api from "../../api";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+
+const notificationStore = useNotificationStore();
+
+// Props
+const props = defineProps({
+	bidNote: {
+		type: Object,
+		required: true,
+	},
+});
+
+// Local state
+const loading = ref(false);
+const error = ref(null);
+const doctypeCache = ref({});
+
+// Organize fields by row
+const fieldsByRow = computed(() => {
+	if (!props.bidNote?.fields) return {};
+	
+	const rows = {};
+	props.bidNote.fields.forEach(field => {
+		const rowNum = field.row || 0;
+		if (!rows[rowNum]) {
+			rows[rowNum] = [];
+		}
+		rows[rowNum].push(field);
+	});
+	
+	// Sort fields within each row by column
+	Object.keys(rows).forEach(rowNum => {
+		rows[rowNum].sort((a, b) => (a.column || 0) - (b.column || 0));
+	});
+	
+	return rows;
+});
+
+// Methods
+const shouldShowField = (field) => {
+	// If no conditional, always show
+	if (!field.conditionalOnField) {
+		return true;
+	}
+	
+	// Find the field this one depends on
+	const parentField = props.bidNote.fields.find(f => f.label === field.conditionalOnField);
+	if (!parentField) {
+		return true; // If parent not found, show anyway
+	}
+	
+	// For checkboxes, show if checked
+	if (parentField.type === 'Check') {
+		return parentField.value === '1';
+	}
+	
+	// If conditional value is specified, check against it
+	if (field.conditionalOnValue) {
+		return parentField.value === field.conditionalOnValue;
+	}
+	
+	// Otherwise, show if parent has any value
+	return !!parentField.value;
+};
+
+const getParsedMultiSelect = (value) => {
+	if (!value) return [];
+	try {
+		const parsed = JSON.parse(value);
+		return Array.isArray(parsed) ? parsed : [];
+	} catch (e) {
+		console.error("Error parsing multi-select value:", e);
+		return [];
+	}
+};
+
+const getParsedMultiSelectQty = (value) => {
+	if (!value) return [];
+	try {
+		const parsed = JSON.parse(value);
+		return Array.isArray(parsed) ? parsed : [];
+	} catch (e) {
+		console.error("Error parsing multi-select with quantity value:", e);
+		return [];
+	}
+};
+
+const getItemLabel = (field, item) => {
+	// If we have a cached label from doctype lookup
+	if (item.fetchedLabel) {
+		return item.fetchedLabel;
+	}
+	
+	// If label is provided in the item itself
+	if (item.label) {
+		return item.label;
+	}
+	
+	// Otherwise use the item ID
+	return item.item || 'Unknown Item';
+};
+
+const loadDoctypeLabels = async () => {
+	if (!props.bidNote?.fields) return;
+	
+	// Check if there are quantities to fetch
+	if (!props.bidNote.quantities || props.bidNote.quantities.length === 0) {
+		return;
+	}
+	
+	// Find all Multi-Select w/ Quantity fields that have valueDoctype
+	const quantityFields = props.bidNote.fields.filter(
+		f => f.type === 'Multi-Select w/ Quantity' && f.valueDoctype
+	);
+	
+	if (quantityFields.length === 0) {
+		return;
+	}
+	
+	// For each field type (valueDoctype), collect all item IDs and fetch them in batch
+	for (const field of quantityFields) {
+		const items = getParsedMultiSelectQty(field.value);
+		if (items.length === 0) continue;
+		
+		// Collect all item IDs for this field
+		const itemIds = items.map(item => item.item).filter(Boolean);
+		if (itemIds.length === 0) continue;
+		
+		// Check which items are not already cached
+		const uncachedItemIds = itemIds.filter(itemId => {
+			const cacheKey = `${field.valueDoctype}:${itemId}`;
+			return !doctypeCache.value[cacheKey];
+		});
+		
+		// If all items are cached, skip the API call
+		if (uncachedItemIds.length === 0) {
+			// Just map the cached data to the items
+			items.forEach(item => {
+				if (item.item) {
+					const cacheKey = `${field.valueDoctype}:${item.item}`;
+					const cachedData = doctypeCache.value[cacheKey];
+					if (cachedData && field.doctypeLabelField) {
+						item.fetchedLabel = cachedData[field.doctypeLabelField] || item.item;
+					}
+				}
+			});
+			continue;
+		}
+		
+		try {
+			// Build filter to fetch all uncached items at once
+			const filters = {
+				name: ['in', uncachedItemIds]
+			};
+			
+			// Fetch all items in one API call
+			const fetchedItems = await Api.getDocsList(field.valueDoctype, ["*"], filters);
+			
+			// Cache the fetched items
+			if (Array.isArray(fetchedItems)) {
+				fetchedItems.forEach(docData => {
+					const cacheKey = `${field.valueDoctype}:${docData.name}`;
+					doctypeCache.value[cacheKey] = docData;
+				});
+			}
+			
+			// Now map the labels to all items (including previously cached ones)
+			items.forEach(item => {
+				if (item.item) {
+					const cacheKey = `${field.valueDoctype}:${item.item}`;
+					const cachedData = doctypeCache.value[cacheKey];
+					if (cachedData && field.doctypeLabelField) {
+						item.fetchedLabel = cachedData[field.doctypeLabelField] || item.item;
+					}
+				}
+			});
+		} catch (error) {
+			console.error(`Error fetching doctype ${field.valueDoctype}:`, error);
+			// On error, items will just show their IDs
+		}
+	}
+};
+
+const formatDate = (dateString) => {
+	if (!dateString) return '';
+	return new Date(dateString).toLocaleString('en-US', {
+		year: 'numeric',
+		month: 'short',
+		day: 'numeric',
+		hour: '2-digit',
+		minute: '2-digit',
+	});
+};
+
+// Lifecycle
+onMounted(async () => {
+	try {
+		loading.value = true;
+		await loadDoctypeLabels();
+	} catch (err) {
+		console.error("Error loading bid note details:", err);
+		error.value = "Failed to load some field details";
+	} finally {
+		loading.value = false;
+	}
+});
+</script>
+
+<style scoped>
+.bid-meeting-notes {
+	width: 100%;
+	max-width: 900px;
+	margin: 0 auto;
+}
+
+.loading-state,
+.error-state {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 40px;
+	text-align: center;
+	color: #666;
+}
+
+.error-state {
+	color: #f44336;
+}
+
+.error-state i {
+	font-size: 3rem;
+	margin-bottom: 16px;
+}
+
+.notes-content {
+	display: flex;
+	flex-direction: column;
+	gap: 24px;
+}
+
+.notes-header {
+	background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+	color: white;
+	padding: 12px 16px;
+	border-radius: 6px;
+	box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
+	margin-top: 20px;
+}
+
+.header-info {
+	display: flex;
+	flex-wrap: wrap;
+	gap: 16px;
+	justify-content: center;
+}
+
+.info-item {
+	display: flex;
+	flex-direction: column;
+	gap: 2px;
+	min-width: 120px;
+}
+
+.info-item .label {
+	font-size: 0.75em;
+	opacity: 0.9;
+	font-weight: 500;
+	text-transform: uppercase;
+	letter-spacing: 0.5px;
+}
+
+.info-item .value {
+	font-weight: 600;
+	font-size: 0.9em;
+}
+
+.general-notes {
+	background: #f8f9fa;
+	border-left: 4px solid #667eea;
+	padding: 16px;
+	border-radius: 4px;
+}
+
+.section-header {
+	display: flex;
+	align-items: center;
+	gap: 8px;
+	font-weight: 600;
+	color: #667eea;
+	margin-bottom: 12px;
+	font-size: 1.1em;
+}
+
+.section-header i {
+	font-size: 1.2em;
+}
+
+.notes-text {
+	color: #333;
+	line-height: 1.6;
+	white-space: pre-wrap;
+}
+
+.fields-section {
+	display: flex;
+	flex-direction: column;
+	gap: 16px;
+}
+
+.field-row {
+	display: grid;
+	grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));
+	gap: 16px;
+}
+
+.field-item {
+	background: white;
+	border: 1px solid #e0e0e0;
+	border-radius: 6px;
+	padding: 12px;
+	transition: all 0.2s;
+}
+
+.field-item:hover {
+	box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
+	border-color: #667eea;
+}
+
+.field-check {
+	display: flex;
+	align-items: center;
+	gap: 8px;
+}
+
+.field-check i {
+	font-size: 1.2em;
+}
+
+.field-check .field-label {
+	font-weight: 500;
+	color: #333;
+}
+
+.field-text,
+.field-multiselect,
+.field-multiselect-qty,
+.field-unknown {
+	display: flex;
+	flex-direction: column;
+	gap: 8px;
+}
+
+.field-label {
+	font-weight: 600;
+	color: #667eea;
+	font-size: 0.9em;
+	text-transform: uppercase;
+	letter-spacing: 0.5px;
+}
+
+.field-value {
+	color: #333;
+	line-height: 1.5;
+}
+
+.selected-items {
+	display: flex;
+	flex-wrap: wrap;
+	gap: 6px;
+}
+
+.selected-item {
+	background: #e3f2fd;
+	color: #1976d2;
+	padding: 4px 12px;
+	border-radius: 16px;
+	font-size: 0.85em;
+	font-weight: 500;
+}
+
+.quantity-items {
+	display: flex;
+	flex-direction: column;
+	gap: 8px;
+}
+
+.quantity-item {
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	background: #f5f5f5;
+	padding: 8px 12px;
+	border-radius: 4px;
+	border-left: 3px solid #667eea;
+}
+
+.item-label {
+	font-weight: 500;
+	color: #333;
+}
+
+.item-quantity {
+	background: #667eea;
+	color: white;
+	padding: 2px 8px;
+	border-radius: 12px;
+	font-size: 0.85em;
+	font-weight: 600;
+}
+
+.loading-items {
+	display: flex;
+	align-items: center;
+	gap: 8px;
+	color: #666;
+	font-size: 0.9em;
+}
+
+.no-selection {
+	color: #999;
+	font-style: italic;
+	font-size: 0.9em;
+}
+
+.field-type-note {
+	font-size: 0.75em;
+	color: #999;
+	margin-top: 4px;
+	font-style: italic;
+}
+
+.empty-state {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	padding: 60px 20px;
+	color: #999;
+}
+
+.empty-state i {
+	font-size: 3rem;
+	margin-bottom: 16px;
+	opacity: 0.5;
+}
+
+/* Responsive adjustments */
+@media (max-width: 768px) {
+	.header-info {
+		grid-template-columns: 1fr;
+	}
+	
+	.field-row {
+		grid-template-columns: 1fr;
+	}
+}
+</style>

frontend/src/components/modals/JobDetailsModal.vue

@@ -0,0 +1,341 @@
+<template>
+	<v-dialog v-model="showModal" max-width="900px" scrollable>
+		<v-card v-if="job">
+			<v-card-title class="d-flex justify-space-between align-center bg-primary">
+				<div>
+					<div class="text-h6">{{ job.project?.projectName || job.projectTemplate || job.serviceType || job.name }}</div>
+					<div class="text-caption">{{ job.name }}</div>
+				</div>
+				<v-chip :color="getPriorityColor(job.project?.priority || job.priority)" size="small">
+					{{ job.project?.priority || job.priority || 'Normal' }}
+				</v-chip>
+			</v-card-title>
+
+			<v-card-text class="pa-4">
+				<v-row>
+					<!-- Left Column -->
+					<v-col cols="12" md="6">
+						<div class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-2">Basic Information</h4>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-account</v-icon>
+								<strong>Customer:</strong> {{ job.customer?.customerName || job.customer?.name || 'N/A' }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-map-marker</v-icon>
+								<strong>Service Address:</strong> {{ job.serviceAddress?.fullAddress || job.serviceAddress?.addressTitle || 'N/A' }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-office-building</v-icon>
+								<strong>Project:</strong> {{ job.project?.projectName || job.projectTemplate || 'N/A' }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-clipboard-text</v-icon>
+								<strong>Status:</strong> {{ job.status || 'Open' }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-file-document</v-icon>
+								<strong>Sales Order:</strong> {{ job.salesOrder || 'N/A' }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-wrench</v-icon>
+								<strong>Service Type:</strong> {{ job.serviceType || 'N/A' }}
+							</div>
+						</div>
+
+						<div class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-2">Schedule</h4>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-calendar-start</v-icon>
+								<strong>Start Date:</strong> {{ formatDate(job.expectedStartDate || job.scheduledDate) }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-calendar-end</v-icon>
+								<strong>End Date:</strong> {{ formatDate(job.expectedEndDate || job.scheduledEndDate) }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-account-hard-hat</v-icon>
+								<strong>Assigned Crew:</strong> {{ getCrewName(job.foreman || job.customForeman) }}
+							</div>
+							<div class="detail-row" v-if="job.expectedStartTime">
+								<v-icon size="small" class="mr-2">mdi-clock-start</v-icon>
+								<strong>Start Time:</strong> {{ job.expectedStartTime }}
+							</div>
+							<div class="detail-row" v-if="job.expectedEndTime">
+								<v-icon size="small" class="mr-2">mdi-clock-end</v-icon>
+								<strong>End Time:</strong> {{ job.expectedEndTime }}
+							</div>
+						</div>
+
+						<div class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-2">Compliance</h4>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-file-certificate</v-icon>
+								<strong>Permit Status:</strong>
+								<v-chip size="x-small" :color="getPermitStatusColor(job.customPermitStatus)" class="ml-2">
+									{{ job.customPermitStatus || 'N/A' }}
+								</v-chip>
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-map-search</v-icon>
+								<strong>Utility Locate:</strong>
+								<v-chip size="x-small" :color="getLocateStatusColor(job.customUtlityLocateStatus)" class="ml-2">
+									{{ job.customUtlityLocateStatus || 'N/A' }}
+								</v-chip>
+							</div>
+							<div v-if="job.customWarrantyDurationDays" class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-shield-check</v-icon>
+								<strong>Warranty:</strong> {{ job.customWarrantyDurationDays }} days
+							</div>
+							<div class="detail-row" v-if="job.customJobType">
+								<v-icon size="small" class="mr-2">mdi-tools</v-icon>
+								<strong>Job Type:</strong> {{ job.customJobType }}
+							</div>
+						</div>
+					</v-col>
+
+					<!-- Right Column -->
+					<v-col cols="12" md="6">
+						<div class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-3">Progress</h4>
+							<div class="mb-3">
+								<div class="d-flex justify-space-between mb-1">
+									<span class="text-caption">Completion</span>
+									<span class="text-caption font-weight-bold">{{ job.percentComplete || 0 }}%</span>
+								</div>
+								<v-progress-linear
+									:model-value="job.percentComplete || 0"
+									color="success"
+									height="8"
+									rounded
+								></v-progress-linear>
+							</div>
+						</div>
+
+						<div class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-2">Financial Summary</h4>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-currency-usd</v-icon>
+								<strong>Total Sales:</strong> ${{ (job.totalSalesAmount || 0).toLocaleString() }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-receipt</v-icon>
+								<strong>Billed Amount:</strong> ${{ (job.totalBilledAmount || 0).toLocaleString() }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-calculator</v-icon>
+								<strong>Total Cost:</strong> ${{ (job.totalCostingAmount || 0).toLocaleString() }}
+							</div>
+							<div class="detail-row">
+								<v-icon size="small" class="mr-2">mdi-chart-line</v-icon>
+								<strong>Gross Margin:</strong> {{ (job.perGrossMargin || 0).toFixed(1) }}%
+							</div>
+							<div class="mt-3">
+								<div class="d-flex justify-space-between mb-1">
+									<span class="text-caption">Billing Progress</span>
+									<span class="text-caption font-weight-bold">
+										${{ (job.totalBilledAmount || 0).toLocaleString() }} / ${{ (job.totalSalesAmount || 0).toLocaleString() }}
+									</span>
+								</div>
+								<v-progress-linear
+									:model-value="getBillingProgress(job)"
+									color="primary"
+									height="8"
+									rounded
+								></v-progress-linear>
+							</div>
+						</div>
+
+						<!-- Map Display -->
+						<div v-if="hasCoordinates" class="detail-section mb-4">
+							<h4 class="text-subtitle-1 mb-2">Service Location</h4>
+							<div class="map-container">
+								<iframe
+									:src="mapUrl"
+									width="100%"
+									height="200"
+									frameborder="0"
+									style="border: 1px solid var(--surface-border); border-radius: 6px;"
+									allowfullscreen
+								></iframe>
+							</div>
+						</div>
+
+						<div v-if="job.notes || job.project?.notes" class="detail-section">
+							<h4 class="text-subtitle-1 mb-2">Notes</h4>
+							<div v-if="job.project?.notes" class="mb-3">
+								<strong>Project Notes:</strong>
+								<p class="text-body-2 mt-1">{{ job.project.notes }}</p>
+							</div>
+							<div v-if="job.notes">
+								<strong>Job Notes:</strong>
+								<p class="text-body-2 mt-1">{{ job.notes }}</p>
+							</div>
+						</div>
+					</v-col>
+				</v-row>
+			</v-card-text>
+
+			<v-divider></v-divider>
+
+			<v-card-actions class="pa-4">
+				<v-btn
+					color="primary"
+					variant="flat"
+					@click="viewJob"
+				>
+					<v-icon left>mdi-open-in-new</v-icon>
+					View Job
+				</v-btn>
+				<v-spacer></v-spacer>
+				<v-btn variant="text" @click="handleClose">Close</v-btn>
+			</v-card-actions>
+		</v-card>
+	</v-dialog>
+</template>
+
+<script setup>
+import { ref, computed } from "vue";
+
+// Props
+const props = defineProps({
+	modelValue: {
+		type: Boolean,
+		default: false,
+	},
+	job: {
+		type: Object,
+		default: null,
+	},
+	foremen: {
+		type: Array,
+		default: () => [],
+	},
+});
+
+// Emits
+const emit = defineEmits(["update:modelValue", "close"]);
+
+// Computed
+const showModal = computed({
+	get() {
+		return props.modelValue;
+	},
+	set(value) {
+		emit("update:modelValue", value);
+	},
+});
+
+const hasCoordinates = computed(() => {
+	if (!props.job?.serviceAddress) return false;
+	// Check if service address has coordinates
+	const lat = props.job.serviceAddress.latitude || props.job.serviceAddress.customLatitude;
+	const lon = props.job.serviceAddress.longitude || props.job.serviceAddress.customLongitude;
+	return lat && lon && parseFloat(lat) !== 0 && parseFloat(lon) !== 0;
+});
+
+const mapUrl = computed(() => {
+	if (!hasCoordinates.value) return "";
+	const lat = parseFloat(props.job.serviceAddress.latitude || props.job.serviceAddress.customLatitude);
+	const lon = parseFloat(props.job.serviceAddress.longitude || props.job.serviceAddress.customLongitude);
+	// Using OpenStreetMap embed with marker
+	return `https://www.openstreetmap.org/export/embed.html?bbox=${lon - 0.01},${lat - 0.01},${lon + 0.01},${lat + 0.01}&layer=mapnik&marker=${lat},${lon}`;
+});
+
+// Methods
+const stripAddress = (address) => {
+	if (!address) return '';
+	const index = address.indexOf('-#-');
+	return index > -1 ? address.substring(0, index).trim() : address;
+};
+
+const formatDate = (dateStr) => {
+	if (!dateStr) return 'Not scheduled';
+	try {
+		const date = new Date(dateStr);
+		return date.toLocaleDateString('en-US', {
+			year: 'numeric',
+			month: 'short',
+			day: 'numeric'
+		});
+	} catch (e) {
+		return dateStr;
+	}
+};
+
+const getCrewName = (foremanId) => {
+	if (!foremanId) return 'Not assigned';
+	const foreman = props.foremen.find(f => f.name === foremanId);
+	if (!foreman) return foremanId;
+	return foreman.customCrew ? `${foreman.employeeName} (Crew ${foreman.customCrew})` : foreman.employeeName;
+};
+
+const getBillingProgress = (job) => {
+	if (!job.totalSalesAmount || job.totalSalesAmount === 0) return 0;
+	return Math.min(100, (job.totalBilledAmount / job.totalSalesAmount) * 100);
+};
+
+const getPermitStatusColor = (status) => {
+	if (!status) return 'grey';
+	if (status.toLowerCase().includes('approved')) return 'success';
+	if (status.toLowerCase().includes('pending')) return 'warning';
+	return 'error';
+};
+
+const getLocateStatusColor = (status) => {
+	if (!status) return 'grey';
+	if (status.toLowerCase().includes('complete')) return 'success';
+	if (status.toLowerCase().includes('incomplete')) return 'error';
+	return 'warning';
+};
+
+const getPriorityColor = (priority) => {
+	switch (priority) {
+		case "urgent":
+			return "red";
+		case "high":
+			return "orange";
+		case "medium":
+			return "yellow";
+		case "low":
+			return "green";
+		default:
+			return "grey";
+	}
+};
+
+const viewJob = () => {
+	if (props.job?.name) {
+		window.location.href = `/job?name=${encodeURIComponent(props.job.name)}`;
+	}
+};
+
+const handleClose = () => {
+	emit("close");
+};
+</script>
+
+<style scoped>
+.detail-section {
+	background-color: #f8f9fa;
+	padding: 12px;
+	border-radius: 8px;
+}
+
+.detail-row {
+	display: flex;
+	align-items: center;
+	gap: 8px;
+	margin-bottom: 8px;
+}
+
+.detail-row:last-child {
+	margin-bottom: 0;
+}
+
+.map-container {
+	border-radius: 8px;
+	overflow: hidden;
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+</style>

frontend/src/components/modals/MeetingDetailsModal.vue

@@ -1,4 +1,5 @@
 <template>
+	<div>
 		<Modal :visible="showModal" @update:visible="showModal = $event" :options="modalOptions" @confirm="handleClose">
 			<template #title>
 				<div class="modal-header">
@@ -129,14 +130,25 @@
 			<!-- Action Buttons -->
 			<div class="action-buttons">
 				<v-btn
-					v-if="meeting.status !== 'Completed' && meeting.status !== 'Unscheduled'"
+					v-if="meeting.status === 'Scheduled'"
 					@click="handleMarkComplete"
 					color="success"
 					variant="elevated"
 					:loading="isUpdating"
 				>
-					<v-icon left>mdi-check</v-icon>
-					Mark as Completed
+					<v-icon left>mdi-file-edit</v-icon>
+					Create Notes and Complete
+				</v-btn>
+
+				<v-btn
+					v-if="meeting.status === 'Completed' && meeting.bidNotes"
+					@click="handleViewBidNotes"
+					color="info"
+					variant="elevated"
+					:loading="loadingBidNotes"
+				>
+					<v-icon left>mdi-note-text</v-icon>
+					View Bid Notes
 				</v-btn>
 
 				<v-btn
@@ -148,15 +160,98 @@
 					<v-icon left>mdi-file-document-outline</v-icon>
 					Create Estimate
 				</v-btn>
+
+				<v-btn
+					v-if="meeting.status !== 'Completed'"
+					@click="showCancelWarning = true"
+					color="error"
+					variant="outlined"
+				>
+					<v-icon left>mdi-cancel</v-icon>
+					Cancel Meeting
+				</v-btn>
 			</div>
 		</div>
 	</Modal>
+
+	<!-- Bid Notes Modal -->
+	<Modal
+		:visible="showBidNotesModal"
+		@update:visible="showBidNotesModal = $event"
+		:options="bidNotesModalOptions"
+		@confirm="handleCloseBidNotes"
+	>
+		<template #title>
+			<div class="modal-header">
+				<i class="pi pi-file-edit" style="color: var(--primary-color); font-size: 1.2rem; margin-right: 0.5rem;"></i>
+				Bid Meeting Notes
+			</div>
+		</template>
+		<BidMeetingNotes v-if="bidNoteData" :bid-note="bidNoteData" />
+		<div v-else-if="bidNotesError" class="error-message">
+			<i class="pi pi-exclamation-circle"></i>
+			<span>{{ bidNotesError }}</span>
+		</div>
+		<div v-else class="loading-message">
+			<v-progress-circular indeterminate color="primary"></v-progress-circular>
+			<span>Loading bid notes...</span>
+		</div>
+	</Modal>
+
+	<!-- Cancel Meeting Warning Dialog -->
+	<v-dialog v-model="showCancelWarning" max-width="500px">
+		<v-card>
+			<v-card-title class="text-h5 text-error">
+				<v-icon color="error" class="mr-2">mdi-alert</v-icon>
+				Cancel Bid Meeting?
+			</v-card-title>
+			<v-card-text class="pt-4">
+				<p class="text-body-1 mb-3">
+					<strong>Warning:</strong> This will permanently cancel this bid meeting.
+				</p>
+				<template v-if="meeting?.status === 'Scheduled'">
+					<p class="text-body-2 mb-3">
+						If you want to:
+					</p>
+					<ul class="text-body-2 mb-3">
+						<li><strong>Reschedule:</strong> Drag and drop the meeting to a different time slot</li>
+						<li><strong>Unschedule:</strong> Drag the meeting back to the unscheduled section</li>
+					</ul>
+					<p class="text-body-2 mb-2">
+						<strong>Note:</strong> Cancelling permanently marks the meeting as cancelled, which is different from rescheduling or unscheduling it.
+					</p>
+				</template>
+				<p class="text-body-1 font-weight-bold">
+					Are you sure you want to proceed with canceling this meeting?
+				</p>
+			</v-card-text>
+			<v-card-actions>
+				<v-spacer></v-spacer>
+				<v-btn
+					variant="text"
+					@click="showCancelWarning = false"
+				>
+					No, Keep Meeting
+				</v-btn>
+				<v-btn
+					color="error"
+					variant="elevated"
+					@click="handleCancelMeeting"
+					:loading="isCanceling"
+				>
+					Yes, Cancel Meeting
+				</v-btn>
+			</v-card-actions>
+		</v-card>
+	</v-dialog>
+	</div>
 </template>
 
 <script setup>
 import { ref, computed } from "vue";
 import { useRouter } from "vue-router";
 import Modal from "../common/Modal.vue";
+import BidMeetingNotes from "./BidMeetingNotes.vue";
 import Api from "../../api";
 import { useNotificationStore } from "../../stores/notifications-primevue";
 
@@ -176,10 +271,16 @@ const props = defineProps({
 });
 
 // Emits
-const emit = defineEmits(["update:visible", "close", "meetingUpdated"]);
+const emit = defineEmits(["update:visible", "close", "meetingUpdated", "completeMeeting"]);
 
 // Local state
 const isUpdating = ref(false);
+const showBidNotesModal = ref(false);
+const bidNoteData = ref(null);
+const loadingBidNotes = ref(false);
+const bidNotesError = ref(null);
+const showCancelWarning = ref(false);
+const isCanceling = ref(false);
 
 const showModal = computed({
 	get() {
@@ -198,6 +299,13 @@ const modalOptions = computed(() => ({
 	confirmButtonColor: "primary",
 }));
 
+const bidNotesModalOptions = computed(() => ({
+	maxWidth: "1000px",
+	showCancelButton: false,
+	confirmButtonText: "Close",
+	confirmButtonColor: "primary",
+}));
+
 // Computed properties for data extraction
 const customerName = computed(() => {
 	if (props.meeting?.address?.customerName) {
@@ -269,34 +377,20 @@ const handleClose = () => {
 const handleMarkComplete = async () => {
 	if (!props.meeting?.name) return;
 
-	try {
-		isUpdating.value = true;
-
-		await Api.updateBidMeeting(props.meeting.name, {
-			status: "Completed",
-		});
-
+	// Check if meeting has a project template
+	if (!props.meeting.projectTemplate) {
 		notificationStore.addNotification({
-			type: "success",
-			title: "Meeting Completed",
-			message: "The meeting has been marked as completed.",
-			duration: 4000,
-		});
-
-		// Emit event to refresh the calendar
-		emit("meetingUpdated");
-		handleClose();
-	} catch (error) {
-		console.error("Error marking meeting as complete:", error);
-		notificationStore.addNotification({
-			type: "error",
-			title: "Error",
-			message: "Failed to update meeting status.",
+			type: "warning",
+			title: "Missing Project Template",
+			message: "This meeting requires a project template to create notes.",
 			duration: 5000,
 		});
-	} finally {
-		isUpdating.value = false;
+		return;
 	}
+
+	// Open the note form modal
+	emit("completeMeeting", props.meeting);
+	handleClose();
 };
 
 const handleCreateEstimate = () => {
@@ -313,7 +407,7 @@ const handleCreateEstimate = () => {
 			new: "true",
 			address: addressText,
 			"from-meeting": fromMeeting,
-			template: template,
+			"project-template": template,
 			contact: contactName,
 		},
 	});
@@ -336,6 +430,81 @@ const formatDateTime = (dateString) => {
 		day: "numeric",
 	});
 };
+
+const handleViewBidNotes = async () => {
+	if (!props.meeting?.bidNotes) return;
+	
+	try {
+		loadingBidNotes.value = true;
+		bidNotesError.value = null;
+		bidNoteData.value = null;
+		
+		// Fetch the bid meeting note
+		const noteData = await Api.getBidMeetingNote(props.meeting.bidNotes);
+		
+		if (!noteData) {
+			throw new Error("Failed to load bid notes");
+		}
+		
+		bidNoteData.value = noteData;
+		showBidNotesModal.value = true;
+	} catch (error) {
+		console.error("Error loading bid notes:", error);
+		bidNotesError.value = error.message || "Failed to load bid notes";
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to load bid notes. Please try again.",
+			duration: 5000,
+		});
+	} finally {
+		loadingBidNotes.value = false;
+	}
+};
+
+const handleCloseBidNotes = () => {
+	showBidNotesModal.value = false;
+	bidNoteData.value = null;
+	bidNotesError.value = null;
+};
+
+const handleCancelMeeting = async () => {
+	if (!props.meeting?.name) return;
+	
+	try {
+		isCanceling.value = true;
+		
+		// Update the meeting status to Cancelled
+		await Api.updateBidMeeting(props.meeting.name, {
+			status: "Cancelled",
+		});
+		
+		showCancelWarning.value = false;
+		
+		notificationStore.addNotification({
+			type: "success",
+			title: "Meeting Cancelled",
+			message: "The bid meeting has been cancelled successfully.",
+			duration: 5000,
+		});
+		
+		// Emit meeting updated event to refresh the calendar
+		emit("meetingUpdated");
+		
+		// Close the modal
+		handleClose();
+	} catch (error) {
+		console.error("Error canceling meeting:", error);
+		notificationStore.addNotification({
+			type: "error",
+			title: "Error",
+			message: "Failed to cancel meeting. Please try again.",
+			duration: 5000,
+		});
+	} finally {
+		isCanceling.value = false;
+	}
+};
 </script>
 
 <style scoped>
@@ -377,5 +546,24 @@ const formatDateTime = (dateString) => {
 	padding-top: 16px;
 	border-top: 2px solid #e0e0e0;
 	justify-content: center;
+	flex-wrap: wrap;
+}
+
+.error-message,
+.loading-message {
+	display: flex;
+	align-items: center;
+	justify-content: center;
+	gap: 12px;
+	padding: 40px;
+	color: #666;
+}
+
+.error-message {
+	color: #f44336;
+}
+
+.error-message i {
+	font-size: 1.5rem;
 }
 </style>

frontend/src/components/pages/Calendar.vue

@@ -7,4 +7,7 @@ import CalendarNavigation from '@/components/calendar/CalendarNavigation.vue'
 </script>
 
 <style scoped>
+:deep(.calendar-navigation) {
+	height: 100%;
+}
 </style>

frontend/src/components/pages/Client.vue

@@ -1,31 +1,79 @@
 <template>
 	<div class="client-page">
 		<!-- Client Header -->
-		<TopBar :selectedAddressIdx="selectedAddressIdx" :client="client" :nextVisitDate="nextVisitDate" v-if="client.customerName" @update:selectedAddressIdx="selectedAddressIdx = $event" />
+		<GeneralClientInfo
+			v-if="client.customerName"
+			:client-data="client"
+		/>
 		<AdditionalInfoBar :address="client.addresses[selectedAddressIdx]" v-if="client.customerName" />
 
-		<Tabs value="0">
+		<!-- Address Selector (only shows if multiple addresses) -->
+		<AddressSelector
+			v-if="!isNew && client.addresses && client.addresses.length > 1"
+			:addresses="client.addresses"
+			:selected-address-idx="selectedAddressIdx"
+			:contacts="client.contacts"
+			@update:selected-address-idx="handleAddressChange"
+		/>
+
+		<!-- Main Content Tabs -->
+		<Tabs value="0" class="overview-tabs">
 			<TabList>
 				<Tab value="0">Overview</Tab>
-				<Tab value="1">Projects <span class="tab-info-alert">1</span></Tab>
+				<Tab value="1">Projects</Tab>
 				<Tab value="2">Financials</Tab>
 			</TabList>
 			<TabPanels>
+				<!-- Overview Tab -->
 				<TabPanel value="0">
 					<Overview
-						:client-data="client"
-						:selected-address="selectedAddress"
+						:selected-address="selectedAddressData"
+						:all-contacts="client.contacts"
+						:edit-mode="editMode"
 						:is-new="isNew"
+						:full-address="fullAddress"
+						:client="client"
+						@edit-mode-enabled="enableEditMode"
+						@update:address-contacts="handleAddressContactsUpdate"
+						@update:primary-contact="handlePrimaryContactUpdate"
+						@update:client="handleClientUpdate"
 					/>
 				</TabPanel>
+
+				<!-- Projects Tab -->
 				<TabPanel value="1">
-					<div id="projects-tab"><h3>Project Status</h3></div>
+					<div class="coming-soon-section">
+						<i class="pi pi-wrench"></i>
+						<h3>Projects</h3>
+						<p>Section coming soon</p>
+					</div>
 				</TabPanel>
+
+				<!-- Financials Tab -->
 				<TabPanel value="2">
-					<div id="financials-tab"><h3>Accounting</h3></div>
+					<div class="coming-soon-section">
+						<i class="pi pi-dollar"></i>
+						<h3>Financials</h3>
+						<p>Section coming soon</p>
+					</div>
 				</TabPanel>
 			</TabPanels>
 		</Tabs>
+
+		<!-- Form Actions (for edit mode or new client) -->
+		<div class="form-actions" v-if="editMode || isNew">
+			<Button
+				@click="handleCancel"
+				label="Cancel"
+				severity="secondary"
+				:disabled="isSubmitting"
+			/>
+			<Button
+				@click="handleSubmit"
+				:label="isNew ? 'Create Client' : 'Save Changes'"
+				:loading="isSubmitting"
+			/>
+		</div>
 	</div>
 </template>
 <script setup>
@@ -35,21 +83,25 @@ import TabList from "primevue/tablist";
 import Tab from "primevue/tab";
 import TabPanels from "primevue/tabpanels";
 import TabPanel from "primevue/tabpanel";
+import Button from "primevue/button";
 import Api from "../../api";
-import { useRoute } from "vue-router";
+import { useRoute, useRouter } from "vue-router";
 import { useLoadingStore } from "../../stores/loading";
 import { useNotificationStore } from "../../stores/notifications-primevue";
+import { useCompanyStore } from "../../stores/company";
 import DataUtils from "../../utils";
-import Overview from "../clientSubPages/Overview.vue";
-import ProjectStatus from "../clientSubPages/ProjectStatus.vue";
-import TopBar from "../clientView/TopBar.vue";
+import AddressSelector from "../clientView/AddressSelector.vue";
+import GeneralClientInfo from "../clientView/GeneralClientInfo.vue";
 import AdditionalInfoBar from "../clientView/AdditionalInfoBar.vue";
+import Overview from "../clientView/Overview.vue";
 
 const route = useRoute();
+const router = useRouter();
 const loadingStore = useLoadingStore();
 const notificationStore = useNotificationStore();
+const companyStore = useCompanyStore();
 
-const address = route.query.address || null;
+const address = (route.query.address || '').trim();
 const clientName = route.query.client || null;
 const isNew = computed(() => route.query.new === "true" || false);
 
@@ -66,13 +118,17 @@ const selectedAddressObject = computed(() =>
 );
 const addresses = computed(() => {
 	if (client.value && client.value.addresses) {
-		return client.value.addresses.map((addr) => DataUtils.calculateFullAddress(addr));
+		return client.value.addresses.map((addr) => DataUtils.calculateFullAddress(addr).trim());
 	}
 	return [];
 });
 
 const nextVisitDate = ref(null); // Placeholder, update as needed
 
+// Tab and edit state
+const editMode = ref(false);
+const isSubmitting = ref(false);
+
 const selectedAddressIdx = computed({
 	get: () => addresses.value.indexOf(selectedAddress.value),
 	set: (idx) => {
@@ -82,6 +138,22 @@ const selectedAddressIdx = computed({
 	}
 });
 
+// Find the address data object that matches the selected address string
+const selectedAddressData = computed(() => {
+	if (!client.value?.addresses || !selectedAddress.value) {
+		return null;
+	}
+	return client.value.addresses.find(
+		(addr) => DataUtils.calculateFullAddress(addr).trim() === selectedAddress.value.trim()
+	);
+});
+
+// Calculate full address for display
+const fullAddress = computed(() => {
+	if (!selectedAddressData.value) return "N/A";
+	return DataUtils.calculateFullAddress(selectedAddressData.value);
+});
+
 const getClientNames = async (type) => {
 	loadingStore.setLoading(true);
 	try {
@@ -102,10 +174,11 @@ const getClient = async (name) => {
 		// Set initial selected address if provided in route or use first address
 		if (address && client.value.addresses) {
 			const fullAddresses = client.value.addresses.map((addr) =>
-				DataUtils.calculateFullAddress(addr),
+				DataUtils.calculateFullAddress(addr).trim(),
 			);
-			if (fullAddresses.includes(address)) {
-				selectedAddress.value = address;
+			const trimmedAddress = address.trim();
+			if (fullAddresses.includes(trimmedAddress)) {
+				selectedAddress.value = trimmedAddress;
 			} else if (fullAddresses.length > 0) {
 				selectedAddress.value = fullAddresses[0];
 			}
@@ -123,6 +196,16 @@ const getClient = async (name) => {
 		} else if (selectedAddress.value) {
 			// geocode.value = await Api.getGeocode(selectedAddress.value);
 		}
+
+		// Check if client is associated with current company
+		if (companyStore.currentCompany && client.value.companies) {
+			const clientHasCompany = client.value.companies.some(company => company.company === companyStore.currentCompany);
+			if (!clientHasCompany) {
+				notificationStore.addWarning(
+					`The selected company is not linked to this client.`,
+				);
+			}
+		}
 	} catch (error) {
 		console.error("Error fetching client data in Client.vue: ", error.message || error);
 	} finally {
@@ -173,6 +256,100 @@ watch(
 		}
 	},
 );
+
+watch(
+	() => companyStore.currentCompany,
+	(newCompany) => {
+		console.log("############# Company changed to:", newCompany);
+		if (!newCompany || !client.value.customerName) return;
+
+		// Check if client is associated with the company
+		let clientHasCompany = false;
+		if (client.value.companies) {
+			clientHasCompany = client.value.companies.some(company => company.company === newCompany);
+		}
+
+		// Check if selected address is associated with the company
+		let addressHasCompany = false;
+		if (selectedAddressData.value?.companies) {
+			addressHasCompany = selectedAddressData.value.companies.some(company => company.company === newCompany);
+		}
+
+		// Show warnings for missing associations
+		if (!clientHasCompany) {
+			notificationStore.addWarning(
+				`The selected company is not linked to this client.`,
+			);
+		} else if (!addressHasCompany) {
+			notificationStore.addWarning(
+				`The selected company is not linked to this address.`,
+			);
+		}
+	}
+)
+
+// Handle address change
+const handleAddressChange = (newIdx) => {
+	selectedAddressIdx.value = newIdx;
+	// TODO: Update route query with new address
+};
+
+// Enable edit mode
+const enableEditMode = () => {
+	editMode.value = true;
+};
+
+// Handle cancel edit or new
+const handleCancel = () => {
+	if (isNew.value) {
+		// For new client, clear the form data
+		client.value = {};
+	} else {
+		editMode.value = false;
+		// Restore original data if editing
+	}
+};
+
+// Handle save edit or create new
+const handleSubmit = async () => {
+	isSubmitting.value = true;
+	try {
+		if (isNew.value) {
+			const createdClient = await Api.createClient(client.value);
+			console.log("Created client:", createdClient);
+			notificationStore.addSuccess("Client created successfully!");
+			stripped_name = createdClient.customerName.split("-#-")[0].trim();
+			// Navigate to the created client
+			router.push('/client?client=' + encodeURIComponent(stripped_name));
+		} else {
+			// TODO: Implement save logic
+			notificationStore.addSuccess("Changes saved successfully!");
+			editMode.value = false;
+		}
+	} catch (error) {
+		console.error("Error submitting:", error);
+		notificationStore.addError(isNew.value ? "Failed to create client" : "Failed to save changes");
+	} finally {
+		isSubmitting.value = false;
+	}
+};
+
+// Handle address contacts update
+const handleAddressContactsUpdate = (contactNames) => {
+	console.log("Address contacts updated:", contactNames);
+	// TODO: Store this for saving
+};
+
+// Handle primary contact update
+const handlePrimaryContactUpdate = (contactName) => {
+	console.log("Primary contact updated:", contactName);
+	// TODO: Store this for saving
+};
+
+// Handle client update from forms
+const handleClientUpdate = (newClientData) => {
+	client.value = { ...client.value, ...newClientData };
+};
 </script>
 <style lang="css">
 .tab-info-alert {
@@ -184,4 +361,63 @@ watch(
 	padding-top: 2px;
 	padding-bottom: 2px;
 }
+
+.overview-tabs {
+	margin-bottom: 1rem;
+}
+
+.coming-soon-section {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	gap: 1rem;
+	padding: 4rem 2rem;
+	text-align: center;
+	background: var(--surface-card);
+	border-radius: 12px;
+	border: 1px solid var(--surface-border);
+}
+
+.coming-soon-section i {
+	font-size: 4rem;
+	color: var(--text-color-secondary);
+	opacity: 0.5;
+}
+
+.coming-soon-section h3 {
+	margin: 0;
+	font-size: 1.75rem;
+	font-weight: 600;
+	color: var(--text-color);
+}
+
+.coming-soon-section p {
+	margin: 0;
+	font-size: 1.1rem;
+	color: var(--text-color-secondary);
+}
+
+.client-page {
+	padding-bottom: 5rem; /* Add padding to prevent content from being hidden behind fixed buttons */
+}
+
+.form-actions {
+	position: fixed;
+	bottom: 0;
+	left: 0;
+	right: 0;
+	display: flex;
+	justify-content: flex-end;
+	gap: 1rem;
+	padding: 1.5rem;
+	background: var(--surface-card);
+	border-radius: 0;
+	border: 1px solid var(--surface-border);
+	border-bottom: none;
+	border-left: none;
+	border-right: none;
+	box-shadow: 0 -2px 4px rgba(0, 0, 0, 0.1);
+	z-index: 1000;
+}
 </style>

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,

frontend/src/components/pages/Estimate.vue

@@ -381,6 +381,34 @@
 			</div>
 		</Modal>
 
+		<!-- Bid Meeting Notes Side Tab -->
+		<Button v-if="bidMeeting?.bidNotes" class="bid-notes-side-tab" @click="onTabClick">
+			<div class="tab-content">
+				<i class="pi pi-file-edit"></i>
+				<span class="tab-text">Bid Notes</span>
+			</div>
+		</Button>
+
+		<!-- Bid Meeting Notes Drawer -->
+		<Drawer
+			:visible="showDrawer"
+			@update:visible="showDrawer = $event"
+			position="right"
+			:style="{ width: '1200px' }"
+			@hide="showDrawer = false"
+			class="bid-notes-drawer"
+		>
+			<template #header>
+				<div class="drawer-header">
+					<h3>Bid Meeting Notes</h3>
+					<Button icon="pi pi-times" @click="showDrawer = false" text rounded />
+				</div>
+			</template>
+			<div class="drawer-content">
+				<BidMeetingNotes v-if="bidMeeting?.bidNotes" :bid-note="bidMeeting.bidNotes" />
+			</div>
+		</Drawer>
+
 	</div>
 </template>
 
@@ -391,11 +419,13 @@ import Modal from "../common/Modal.vue";
 import SaveTemplateModal from "../modals/SaveTemplateModal.vue";
 import DataTable from "../common/DataTable.vue";
 import DocHistory from "../common/DocHistory.vue";
+import BidMeetingNotes from "../modals/BidMeetingNotes.vue";
 import InputText from "primevue/inputtext";
 import InputNumber from "primevue/inputnumber";
 import Button from "primevue/button";
 import Select from "primevue/select";
 import Tooltip from "primevue/tooltip";
+import Drawer from "primevue/drawer";
 import Api from "../../api";
 import DataUtils from "../../utils";
 import { useLoadingStore } from "../../stores/loading";
@@ -414,6 +444,7 @@ const nameQuery = computed(() => route.query.name || "");
 const templateQuery = computed(() => route.query.template || "");
 const fromMeetingQuery = computed(() => route.query["from-meeting"] || "");
 const contactQuery = computed(() => route.query.contact || "");
+const projectTemplateQuery = computed(() => route.query["project-template"] || "");
 const isNew = computed(() => route.query.new === "true");
 
 const isSubmitting = ref(false);
@@ -427,7 +458,7 @@ const formData = reactive({
 	estimateName: null,
 	requiresHalfPayment: false,
 	projectTemplate: null,
-	fromMeeting: null,
+	fromOnsiteMeeting: null,
 });
 
 const selectedAddress = ref(null);
@@ -452,8 +483,10 @@ const showResponseModal = ref(false);
 const showSaveTemplateModal = ref(false);
 const addressSearchResults = ref([]);
 const itemSearchTerm = ref("");
+const showDrawer = ref(false);
 
 const estimate = ref(null);
+const bidMeeting = ref(null);
 
 // Computed property to determine if fields are editable
 const isEditable = computed(() => {
@@ -725,7 +758,7 @@ const saveDraft = async () => {
 			estimateName: formData.estimateName,
 			requiresHalfPayment: formData.requiresHalfPayment,
 			projectTemplate: formData.projectTemplate,
-			fromMeeting: formData.fromMeeting,
+			fromOnsiteMeeting: formData.fromOnsiteMeeting,
 			company: company.currentCompany
 		};
 		estimate.value = await Api.createEstimate(data);
@@ -802,6 +835,15 @@ const toggleDiscountType = (item, type) => {
 	item.discountType = type;
 };
 
+const onTabClick = () => {
+	console.log('Bid notes tab clicked');
+	console.log('Current showDrawer value:', showDrawer.value);
+	console.log('bidMeeting:', bidMeeting.value);
+	console.log('bidMeeting?.bidNotes:', bidMeeting.value?.bidNotes);
+	showDrawer.value = true;
+	console.log('Set showDrawer to true');
+};
+
 const tableActions = [
 	{
 		label: "Add Selected Items",
@@ -882,6 +924,8 @@ watch(
 			const newIsNew = newQuery.new === "true";
 			const newAddressQuery = newQuery.address;
 			const newNameQuery = newQuery.name;
+			const newFromMeetingQuery = newQuery["from-meeting"];
+			const newProjectTemplateQuery = newQuery["project-template"];
 
 			if (newAddressQuery && newIsNew) {
 				// Creating new estimate - pre-fill address
@@ -925,7 +969,15 @@ watch(
 								};
 							});
 						}
-						formData.requiresHalfPayment = estimate.value.custom_requires_half_payment || false;
+						formData.requiresHalfPayment = Boolean(estimate.value.requiresHalfPayment || estimate.value.custom_requires_half_payment);
+						// If estimate has fromOnsiteMeeting, fetch bid meeting
+						if (estimate.value.fromOnsiteMeeting) {
+							try {
+								bidMeeting.value = await Api.getBidMeeting(estimate.value.fromOnsiteMeeting);
+							} catch (error) {
+								console.error("Error fetching bid meeting for existing estimate:", error);
+							}
+						}
 					}
 				} catch (error) {
 					console.error("Error loading estimate:", error);
@@ -935,6 +987,35 @@ watch(
 					);
 				}
 			}
+
+			// Handle from-meeting for new estimates
+			if (newFromMeetingQuery && newIsNew) {
+				formData.fromOnsiteMeeting = newFromMeetingQuery;
+				try {
+					bidMeeting.value = await Api.getBidMeeting(newFromMeetingQuery);
+					if (bidMeeting.value?.bidNotes?.quantities) {
+						selectedItems.value = bidMeeting.value.bidNotes.quantities.map(q => {
+							const item = quotationItems.value.find(i => i.itemCode === q.item);
+							return {
+								itemCode: q.item,
+								itemName: item?.itemName || q.item,
+								qty: q.quantity,
+								standardRate: item?.standardRate || 0,
+								discountAmount: null,
+								discountPercentage: null,
+								discountType: 'currency'
+							};
+						});
+					}
+				} catch (error) {
+					console.error("Error fetching bid meeting:", error);
+				}
+			}
+
+			// Handle project-template
+			if (newProjectTemplateQuery) {
+				formData.projectTemplate = newProjectTemplateQuery;
+			}
 		}
 	},
 	{ deep: true }
@@ -954,8 +1035,34 @@ onMounted(async () => {
 		
 		// Handle from-meeting query parameter
 		if (fromMeetingQuery.value) {
-			formData.fromMeeting = fromMeetingQuery.value;
+			formData.fromOnsiteMeeting = fromMeetingQuery.value;
+			// Fetch the bid meeting to check for bidNotes
+			try {
+				bidMeeting.value = await Api.getBidMeeting(fromMeetingQuery.value);
+				// If new estimate and bid notes have quantities, set default items
+				if (isNew.value && bidMeeting.value?.bidNotes?.quantities) {
+					selectedItems.value = bidMeeting.value.bidNotes.quantities.map(q => {
+						const item = quotationItems.value.find(i => i.itemCode === q.item);
+						return {
+							itemCode: q.item,
+							itemName: item?.itemName || q.item,
+							qty: q.quantity,
+							standardRate: item?.standardRate || 0,
+							discountAmount: null,
+							discountPercentage: null,
+							discountType: 'currency'
+						};
+					});
 				}
+			} catch (error) {
+				console.error("Error fetching bid meeting:", error);
+			}
+		}
+	}
+
+	// Handle project-template query parameter
+	if (projectTemplateQuery.value) {
+		formData.projectTemplate = projectTemplateQuery.value;
 	}
 
 	if (addressQuery.value && isNew.value) {
@@ -1006,7 +1113,15 @@ onMounted(async () => {
 						};
 					});
 				}
-				formData.requiresHalfPayment = estimate.value.custom_requires_half_payment || false;
+				formData.requiresHalfPayment = Boolean(estimate.value.requiresHalfPayment || estimate.value.custom_requires_half_payment);
+				// If estimate has fromOnsiteMeeting, fetch bid meeting
+				if (estimate.value.fromOnsiteMeeting) {
+					try {
+						bidMeeting.value = await Api.getBidMeeting(estimate.value.fromOnsiteMeeting);
+					} catch (error) {
+						console.error("Error fetching bid meeting for existing estimate:", error);
+					}
+				}
 				estimateResponse.value = estimate.value.customResponse;
 				estimateResponseSelection.value = estimate.value.customResponse;
 			}
@@ -1034,6 +1149,46 @@ onMounted(async () => {
 	margin-bottom: 1rem;
 }
 
+.bid-notes-side-tab {
+	position: fixed;
+	right: -90px;
+	top: 50%;
+	transform: translateY(-50%);
+	background-color: #2196f3;
+	color: white;
+	padding: 12px 8px;
+	width: 110px;
+	border-radius: 0 4px 4px 0;
+	cursor: pointer;
+	box-shadow: -2px 2px 8px rgba(0, 0, 0, 0.2);
+	transition: all 0.3s ease;
+	z-index: 1000;
+	writing-mode: vertical-rl;
+	text-orientation: upright;
+}
+
+.bid-notes-side-tab:hover {
+	right: -80px;
+	background-color: #1976d2;
+}
+
+.tab-content {
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	gap: 8px;
+}
+
+.tab-content i {
+	font-size: 1.1em;
+}
+
+.tab-text {
+	font-weight: 500;
+	font-size: 0.9em;
+	white-space: nowrap;
+}
+
 .address-section,
 .contact-section,
 .project-template-section,
@@ -1365,5 +1520,29 @@ onMounted(async () => {
 	font-size: 0.85rem;
 	color: #666;
 }
+
+.bid-notes-drawer {
+	box-shadow: -4px 0 8px rgba(0, 0, 0, 0.1);
+}
+
+.drawer-header {
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	padding: 1rem;
+	border-bottom: 1px solid #e0e0e0;
+	background-color: #f8f9fa;
+}
+
+.drawer-header h3 {
+	margin: 0;
+	color: #333;
+}
+
+.drawer-content {
+	padding: 1rem;
+	height: calc(100vh - 80px);
+	overflow-y: auto;
+}
 </style>
 <parameter name="filePath"></parameter>

frontend/src/components/pages/Estimates.vue

@@ -15,8 +15,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Incomplete Bids"
-								:todoNumber="bidsTodoNumber"
-								:completedNumber="bidsCompletedNumber"
+								:categories="chartData.bids"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -38,8 +37,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Unapproved Estimates"
-								:todoNumber="estimatesTodoNumber"
-								:completedNumber="estimatesCompletedNumber"
+								:categories="chartData.estimates"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -61,8 +59,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Half Down Payments"
-								:todoNumber="halfDownTodoNumber"
-								:completedNumber="halfDownCompletedNumber"
+								:categories="chartData.halfDown"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -84,8 +81,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Jobs In Queue"
-								:todoNumber="jobQueueTodoNumber"
-								:completedNumber="jobQueueCompletedNumber"
+								:categories="chartData.jobsInQueue"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -132,13 +128,15 @@ import Card from "../common/Card.vue";
 import DataTable from "../common/DataTable.vue";
 import TodoChart from "../common/TodoChart.vue";
 import { Edit, ChatBubbleQuestion, CreditCard, Hammer } from "@iconoir/vue";
-import { ref, onMounted } from "vue";
+import { ref, onMounted, watch } from "vue";
 import Api from "../../api";
 import { useLoadingStore } from "../../stores/loading";
 import { usePaginationStore } from "../../stores/pagination";
 import { useFiltersStore } from "../../stores/filters";
 import { useRouter } from "vue-router";
+import { useCompanyStore } from "../../stores/company";
 
+const companyStore = useCompanyStore();
 const loadingStore = useLoadingStore();
 const paginationStore = usePaginationStore();
 const filtersStore = useFiltersStore();
@@ -148,15 +146,25 @@ const tableData = ref([]);
 const totalRecords = ref(0);
 const isLoading = ref(false);
 const showSubmitEstimateModal = ref(true);
+const chartData = ref({
+	bids: {labels: ["Unscheduled"], data: [0], colors: ['red']},
+	estimates: {labels: ["Draft", "Submitted"], data: [0, 0], colors: ['orange', 'blue']},
+	halfDown: {labels: ["Unpaid"], data: [0], colors: ['red']},
+	jobsInQueue: {labels: ["Queued"], data: [0], colors: ['blue']}
+});
 
 //Junk
 const filteredItems= []
 // End junk
 
 const columns = [
-	{ label: "Estimate Address", fieldName: "address", type: "text", sortable: true, filterable: true },
+	{ label: "Estimate Address", fieldName: "address", type: "link", sortable: true, filterable:true,
+		onLinkClick: (link, rowData) => handlePropertyClick(link, rowData),
+	},
 	//{ label: "Address", fieldName: "customInstallationAddress", type: "text", sortable: true },
-	{ label: "Customer", fieldName: "customer", type: "text", sortable: true, filterable: true },
+	{ label: "Customer", fieldName: "customer", type: "link", sortable: true, filterable: true,
+		onLinkClick: (link, rowData) => handleCustomerClick(link, rowData),
+	},
 	{
 		label: "Status",
 		fieldName: "status",
@@ -194,6 +202,19 @@ const closeSubmitEstimateModal = () => {
 	showSubmitEstimateModal.value = false;
 };
 
+const handleCustomerClick = (link, rowData) => {
+	console.log("DEBUG: Customer Link Clicked.");
+	const client = encodeURIComponent(rowData.customer);
+	const address = encodeURIComponent(rowData.address);
+	router.push(`/client?client=${client}&address=${address}`);
+}
+
+const handlePropertyClick = (link, rowData) => {
+	console.log("DEBUG: Property Link Clicked.");
+	const client = encodeURIComponent(rowData.customer);
+	const address = encodeURIComponent(rowData.address);
+	router.push(`/property?client=${client}&address=${address}`);
+}
 
 const handleLazyLoad = async (event) => {
 	console.log("Estimates page - handling lazy load:", event);
@@ -214,7 +235,7 @@ const handleLazyLoad = async (event) => {
 		};
 
 		// Get filters (convert PrimeVue format to API format)
-		const filters = {};
+		const filters = {company: companyStore.currentCompany};
 		if (event.filters) {
 			Object.keys(event.filters).forEach((key) => {
 				if (key !== "global" && event.filters[key] && event.filters[key].value) {
@@ -260,6 +281,15 @@ const handleLazyLoad = async (event) => {
 	}
 };
 
+
+
+const loadChartData = async () => {
+	chartData.value.bids.data = await Api.getIncompleteBidsCount(companyStore.currentCompany);
+	chartData.value.estimates.data = await Api.getUnapprovedEstimatesCount(companyStore.currentCompany);
+	chartData.value.halfDown.data = await Api.getEstimatesHalfDownCount(companyStore.currentCompany);
+	chartData.value.jobsInQueue.data = await Api.getJobsInQueueCount(companyStore.currentCompany);
+};
+
 // Load initial data
 onMounted(async () => {
 	// Initialize pagination and filters
@@ -282,6 +312,20 @@ onMounted(async () => {
 	});
 });
 
+// watch the company store and refetch data when it changes
+watch(
+	() => companyStore.currentCompany,
+	async (newCompany, oldCompany) => {
+		console.log("Company changed from", oldCompany, "to", newCompany, "- refetching estimates data.");
+		await handleLazyLoad({
+			page: paginationStore.getTablePagination("estimates").page,
+			rows: paginationStore.getTablePagination("estimates").rows,
+			first: paginationStore.getTablePagination("estimates").first,
+			filters: filtersStore.getTableFilters("estimates"),
+		});
+	}
+);
+
 </script>
 <style lang="css">
 .widgets-grid {

frontend/src/components/pages/Home.vue

@@ -15,11 +15,10 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Locates"
-								:todoNumber="locatesTodoNumber"
-								:completedNumber="locatesCompletedNumber"
+								:categories="chartData.locates"
 								>
 						</TodoChart>
-						<button class="sidebar-button" @click="navigateTo('/jobs')">
+						<button class="sidebar-button" @click="navigateTo('/tasks?subject=Locate')">
 							View Locates
 						</button>
 					</div>
@@ -37,11 +36,10 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Permits"
-								:todoNumber="permitsTodoNumber"
-								:completedNumber="permitsCompletedNumber"
+								:categories="chartData.permits"
 								>
 						</TodoChart>
-						<button class="sidebar-button" @click="navigateTo('/jobs')">
+						<button class="sidebar-button" @click="navigateTo('/tasks?subject=Permit(s)')">
 							View Permits
 						</button>
 					</div>
@@ -59,11 +57,10 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Permit Finalization"
-								:todoNumber="permitFinalizationsTodoNumber"
-								:completedNumber="permitFinalizationsCompletedNumber"
+								:categories="chartData.permitFinalizations"
 								>
 						</TodoChart>
-						<button class="sidebar-button" @click="navigateTo('/jobs')">
+						<button class="sidebar-button" @click="navigateTo('/tasks?subject=Close-out')">
 							View Finalizations
 						</button>
 					</div>
@@ -81,11 +78,10 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Warranty Claims"
-								:todoNumber="warrantyTodoNumber"
-								:completedNumber="warrantyCompletedNumber"
+								:categories="chartData.warranties"
 								>
 						</TodoChart>
-						<button class="sidebar-button" @click="navigateTo('/jobs')">
+						<button class="sidebar-button" @click="navigateTo('/warranties')">
 							View Warranties
 						</button>
 					</div>
@@ -103,8 +99,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Incomplete Bids"
-								:todoNumber="bidsTodoNumber"
-								:completedNumber="bidsCompletedNumber"
+								:categories="chartData.bids"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -126,8 +121,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Unapproved Estimates"
-								:todoNumber="estimatesTodoNumber"
-								:completedNumber="estimatesCompletedNumber"
+								:categories="chartData.estimates"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -149,12 +143,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Half Down Payments"
-								:todoNumber="halfDownTodoNumber"
-								:completedNumber="halfDownCompletedNumber"
+								:categories="chartData.halfDown"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/invoices')">
 							Half Down Payments
 						</button>
 					</div>
@@ -172,12 +165,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="15 Day Follow Ups"
-								:todoNumber="fifteenDayTodoNumber"
-								:completedNumber="fifteenDayCompletedNumber"
+								:categories="chartData.fifteenDayFollowups"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/calendar')">
+								@click="navigateTo('/tasks?subject=15-Day')">
 							View Follow Ups
 						</button>
 					</div>
@@ -195,8 +187,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Late Balances"
-								:todoNumber="balancesTodoNumber"
-								:completedNumber="balancesCompletedNumber"
+								:categories="chartData.lateBalances"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -218,12 +209,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Backflow Tests"
-								:todoNumber="backflowsTodoNumber"
-								:completedNumber="backflowsCompletedNumber"
+								:categories="chartData.backflows"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/tasks?subject=backflow')">
 							Late Balances
 						</button>
 					</div>
@@ -241,12 +231,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Curbing"
-								:todoNumber="curbingTodoNumber"
-								:completedNumber="curbingCompletedNumber"
+								:categories="chartData.curbing"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/tasks?subject=Curbing')">
 							Curbing
 						</button>
 					</div>
@@ -264,12 +253,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Hydroseeding"
-								:todoNumber="hydroseedingTodoNumber"
-								:completedNumber="hydroseedingCompletedNumber"
+								:categories="chartData.hydroseed"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/tasks?subject=Hydroseed')">
 							Hydroseeding
 						</button>
 					</div>
@@ -287,12 +275,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Machines"
-								:todoNumber="machinesTodoNumber"
-								:completedNumber="machinesCompletedNumber"
+								:categories="chartData.machines"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/tasks?subject=machines')">
 							Machines
 						</button>
 					</div>
@@ -310,12 +297,11 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Deliveries"
-								:todoNumber="deliveriesTodoNumber"
-								:completedNumber="delivieriesCompletedNumber"
+								:categories="chartData.deliveries"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
-								@click="navigateTo('/jobs')">
+								@click="navigateTo('/tasks?subject=machines')">
 							Deliveries
 						</button>
 					</div>
@@ -326,7 +312,7 @@
 </template>
 
 <script setup>
-import { ref, computed, onMounted } from "vue";
+import { ref, computed, onMounted, watch } from "vue";
 import { useRouter } from "vue-router";
 //import Card from "primevue/card";
 import Card from "../common/Card.vue";
@@ -334,26 +320,48 @@ import Tag from "primevue/tag";
 import { Calendar, Community, Hammer, PathArrowSolid, Clock, Shield, ShieldSearch,
 ClipboardCheck, DoubleCheck, CreditCard, CardNoAccess, ChatBubbleQuestion, Edit,
 WateringSoil, Soil, Truck, SoilAlt } from "@iconoir/vue";
+import Api from "../../api.js";
 import DataUtils from "../../utils.js";
 import { useNotificationStore } from "../../stores/notifications-primevue";
+import { useCompanyStore } from "../../stores/company.js";
 //import SimpleChart from "../common/SimpleChart.vue";
 import TodoChart from "../common/TodoChart.vue";
 
 const router = useRouter();
 
+const defaultColors = ['blue', 'green', 'red'];
+
 // Dummy data from utils
 const clientData = ref(DataUtils.dummyClientData);
 const jobData = ref(DataUtils.dummyJobData);
-const locatesTodoNumber = ref(45);
-const locatesCompletedNumber = ref(5);
-const permitsTodoNumber = ref(24);
-const permitsCompletedNumber = ref(7);
+const locatesTodoNumber = ref(0);
+const locatesCompletedNumber = ref(0);
+const permitsTodoNumber = ref(0);
+const permitsCompletedNumber = ref(0);
 const permitFinalizationsTodoNumber = ref(35);
 const permitFinalizationsCompletedNumber = ref(2);
 const warrantyTodoNumber = ref(0);
 const warrantyCompletedNumber = ref(10);
 
+const chartData = ref({
+	locates: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	permits: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	curbing: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	hydroseed: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	permitFinalizations: {labels: ["Todo", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	warranties: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	fifteenDayFollowups: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	lateBalances: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	backflows: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	machines: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	deliveries: {labels: ["To-do", "Completed", "Overdue"], data: [0, 0, 0], colors: defaultColors},
+	bids: {labels: ["Unscheduled"], data: [0], colors: ['red']},
+	estimates: {labels: ["Draft", "Submitted"], data: [0, 0], colors: ['orange', 'blue']},
+	halfDown: {labels: ["Unpaid"], data: [0], colors: ['red']},
+});
+
 const notifications = useNotificationStore();
+const companyStore = useCompanyStore();
 
 // Computed values for dashboard metrics
 const totalRevenue = computed(() => "$47,250");
@@ -365,9 +373,31 @@ const avgResponseTime = computed(() => 2.3);
 const navigateTo = (path) => {
 	router.push(path);
 };
-onMounted(() => {
+
+const loadChartData = async() => {
+	chartData.value.locates.data = await Api.getTasksDue("Locate", companyStore.currentCompany);
+	chartData.value.permits.data = await Api.getTasksDue("Permit(s)", companyStore.currentCompany);
+	chartData.value.curbing.data = await Api.getTasksDue("Curbing", companyStore.currentCompany);
+	chartData.value.hydroseed.data = await Api.getTasksDue("Hydroseed", companyStore.currentCompany);
+	chartData.value.permitFinalizations.data = await Api.getTasksDue("Permit Close-out", companyStore.currentCompany);
+	chartData.value.warranties.data = await Api.getTasksDue("Warranty", companyStore.currentCompany);
+	chartData.value.fifteenDayFollowups.data = await Api.getTasksDue("15-Day QA", companyStore.currentCompany);
+	chartData.value.backflows.data = await Api.getTasksDue("Backflow", companyStore.currentCompany);
+	//Uncomment below when we can check if half-down payments have/can been paid
+	//chartData.value.estimates.data = await Api.getEstimatesHalfDownCount();
+	chartData.value.bids.data = await Api.getIncompleteBidsCount(companyStore.currentCompany);
+	chartData.value.estimates.data = await Api.getUnapprovedEstimatesCount(companyStore.currentCompany);
+};
+
+onMounted(async() => {
 	notifications.addWarning("Dashboard metrics are based on dummy data for demonstration purposes. UPDATES COMING SOON!");
+	await loadChartData();
 });
+
+watch(() => companyStore.currentCompany, async (newCompany, oldCompany) => {
+	await loadChartData();
+});
+
 </script>
 
 <style scoped>

frontend/src/components/pages/Invoices.vue

@@ -15,8 +15,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Ready To Invoice"
-								:todoNumber="invoiceTodoNumber"
-								:completedNumber="invoiceCompletedNumber"
+								:categories="chartData.jobsToInvoice"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -38,8 +37,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Late Balances"
-								:todoNumber="balancesTodoNumber"
-								:completedNumber="balancesCompletedNumber"
+								:categories="chartData.invoicesLate"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -65,21 +63,28 @@
 import Card from "../common/Card.vue";
 import DataTable from "../common/DataTable.vue";
 import TodoChart from "../common/TodoChart.vue";
-import { ref, onMounted } from "vue";
+import { ref, onMounted, watch } from "vue";
 import Api from "../../api";
 import { useLoadingStore } from "../../stores/loading";
 import { usePaginationStore } from "../../stores/pagination";
 import { useFiltersStore } from "../../stores/filters";
+import { useCompanyStore } from "../../stores/company.js";
 import { CardNoAccess, CalendarCheck } from "@iconoir/vue";
 
 const loadingStore = useLoadingStore();
 const paginationStore = usePaginationStore();
 const filtersStore = useFiltersStore();
+const companyStore = useCompanyStore();
 
 const tableData = ref([]);
 const totalRecords = ref(0);
 const isLoading = ref(false);
 
+const chartData = ref({
+	jobsToInvoice: {labels: ["Ready To Invoice"], data: [0], colors: ['green']},
+	invoicesLate: {labels: ["Due", "30 Days", "60 Days", "80 Days"], data: [0, 0, 0, 0], colors: ["blue", "yellow", "orange", "red"]}
+})
+
 const columns = [
 	{ label: "Customer Address", fieldName: "address", type: "text", sortable: true },
 	{ label: "Customer", fieldName: "customer", type: "text", sortable: true, filterable: true },
@@ -168,6 +173,12 @@ const handleLazyLoad = async (event) => {
 	}
 };
 
+// Load Chart Data
+const loadChartData = async () => {
+	chartData.value.jobsToInvoice.data = await Api.getJobsToInvoiceCount(companyStore.currentCompany);
+	chartData.value.invoicesLate.data = await Api.getInvoicesLateCount(companyStore.currentCompany);
+};
+
 // Load initial data
 onMounted(async () => {
 	// Initialize pagination and filters
@@ -188,6 +199,12 @@ onMounted(async () => {
 		sortOrder: initialSorting.order || initialPagination.sortOrder,
 		filters: initialFilters,
 	});
+
+	await loadChartData();
+});
+
+watch(() => companyStore.currentCompany, async (newCompany, oldCompany) => {
+	await loadChartData();
 });
 
 </script>

frontend/src/components/pages/Job.vue

@@ -13,7 +13,7 @@
 					</template>
 					<template #content>
 						<div class="widget-content">
-							{{ job.customInstallationAddress || "" }}
+							{{ job.jobAddress["fullAddress"] || "" }}
 						</div>
 					</template>
 				</Card>
@@ -32,6 +32,26 @@
 					</template>
 				</Card>
 			</div>
+			<div class="job-info">
+				<Card>
+					<template #header>
+						<div class="widget-header">
+							<h3>Job Status</h3>
+						</div>
+					</template>
+					<template #content>
+						<div class="widget-content">
+							Job is {{ job.status }}.
+							<button
+								class="sidebar-button"
+								@click="createInvoiceForJob()"
+							>
+								Create Invoice
+							</button>
+						</div>
+					</template>
+				</Card>
+			</div>
 		</div>
 		<div class="task-list">
 			<DataTable
@@ -66,7 +86,7 @@ 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([]);
@@ -124,6 +144,11 @@ const tableActions = computed(() => [
 	},
 ]);
 
+const createInvoiceForJob = async () => {
+	console.log(job);
+	await Api.createInvoiceForJob(job.value.name);
+}
+
 const handleLazyLoad = async (event) => {
 	console.log("Task list on Job Page - handling lazy load:", event);
 	try {

frontend/src/components/pages/Jobs.vue

@@ -15,8 +15,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Jobs In Queue"
-								:todoNumber="jobQueueTodoNumber"
-								:completedNumber="jobQueueCompletedNumber"
+								:categories="chartData.jobsInQueue"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -38,8 +37,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Jobs in Progress"
-								:todoNumber="progressTodoNumber"
-								:completedNumber="progressCompletedNumber"
+								:categories="chartData.jobsInProgress"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -61,8 +59,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Late Jobs"
-								:todoNumber="lateTodoNumber"
-								:completedNumber="lateCompletedNumber"
+								:categories="chartData.jobsLate"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -84,8 +81,7 @@
 					<div class="widget-content">
 						<TodoChart
 								title="Ready To Invoice"
-								:todoNumber="invoiceTodoNumber"
-								:completedNumber="invoiceCompletedNumber"
+								:categories="chartData.jobsToInvoice"
 								>
 						</TodoChart>
 						<button class="sidebar-button"
@@ -112,29 +108,39 @@
 import Card from "../common/Card.vue";
 import DataTable from "../common/DataTable.vue";
 import TodoChart from "../common/TodoChart.vue";
-import { ref, onMounted } from "vue";
+import { ref, onMounted, watch } from "vue";
 import { useRouter } from "vue-router";
 import Api from "../../api";
 import { useLoadingStore } from "../../stores/loading";
 import { usePaginationStore } from "../../stores/pagination";
 import { useFiltersStore } from "../../stores/filters";
+import { useCompanyStore } from "../../stores/company.js";
 import { useNotificationStore } from "../../stores/notifications-primevue";
 import { Alarm, CalendarCheck, Hammer } from "@iconoir/vue";
 
 const loadingStore = useLoadingStore();
 const paginationStore = usePaginationStore();
 const filtersStore = useFiltersStore();
+const companyStore = useCompanyStore();
 const notifications = useNotificationStore();
 
 const tableData = ref([]);
 const totalRecords = ref(0);
 const isLoading = ref(false);
 
+const chartData = ref({
+	jobsInQueue: {labels: ["Queued"], data: [0], colors: ['blue']},
+	jobsInProgress: {labels: ["In Progress"], data: [0], colors: ['blue']},
+	jobsLate: {labels: ["Late"], data: [0], colors: ['red']},
+	jobsToInvoice: {labels: ["Ready To Invoice"], data: [0], colors: ['green']},
+})
+
 const columns = [
 	{ label: "Job ID", fieldName: "name", type: "text", sortable: true, filterable: true },
-	{ label: "Address", fieldName: "customInstallationAddress", type: "text", sortable: true },
+	{ label: "Address", fieldName: "jobAddress", type: "text", sortable: true },
 	{ label: "Customer", fieldName: "customer", type: "text", sortable: true, filterable: true },
 	{ label: "Overall Status", fieldName: "status", type: "status", sortable: true },
+	{ label: "Invoice Status", fieldName: "invoiceStatus", type: "text", sortable: true },
 	{ label: "Progress", fieldName: "percentComplete", type: "text", sortable: true }
 ];
 
@@ -257,7 +263,14 @@ const handleLazyLoad = async (event) => {
 
 const handleRowClick = (event) => {
 	const rowData = event.data;
-	router.push(`/job?jobId=${rowData.name}`);
+	router.push(`/job?name=${rowData.name}`);
+}
+
+const loadChartData = async () => {
+	chartData.value.jobsInQueue.data = await Api.getJobsInQueueCount(companyStore.currentCompany);
+	chartData.value.jobsInProgress.data = await Api.getJobsInProgressCount(companyStore.currentCompany);
+	chartData.value.jobsLate.data = await Api.getJobsLateCount(companyStore.currentCompany);
+	chartData.value.jobsToInvoice.data = await Api.getJobsToInvoiceCount(companyStore.currentCompany);
 }
 
 // Load initial data
@@ -280,7 +293,16 @@ onMounted(async () => {
 		sortField: initialSorting.field || initialPagination.sortField,
 		sortOrder: initialSorting.order || initialPagination.sortOrder,
 	});
+
+	// Chart Data
+	await loadChartData();
+
 });
+
+watch(() => companyStore.currentCompany, async (newCompany, oldCompany) => {
+	await loadChartData();
+});
+
 </script>
 <style lang="css">
 .widgets-grid {

frontend/src/components/pages/Tasks.vue

@@ -21,18 +21,22 @@
 <script setup>
 import DataTable from "../common/DataTable.vue";
 import { ref, onMounted, watch, computed } from "vue";
-import { useRouter } from "vue-router";
+import { useRouter, useRoute } from "vue-router";
 import Api from "../../api";
 import { useLoadingStore } from "../../stores/loading";
 import { usePaginationStore } from "../../stores/pagination";
 import { useFiltersStore } from "../../stores/filters";
 import { useNotificationStore } from "../../stores/notifications-primevue";
+import { FilterMatchMode } from "@primevue/core";
 
 const loadingStore = useLoadingStore();
 const paginationStore = usePaginationStore();
 const filtersStore = useFiltersStore();
 const notifications = useNotificationStore();
 
+const route = useRoute();
+const subject = route.query.subject;
+
 const tableData = ref([]);
 const totalRecords = ref(0);
 const isLoading = ref(false);
@@ -46,13 +50,18 @@ const statusOptions = ref([
 	"Cancelled",
 ]);
 
+const filters = {
+	subject: { value: null, matchMode: FilterMatchMode.CONTAINS },
+};
+
 // Computed property to get current filters for the chart
 const currentFilters = computed(() => {
 	return filtersStore.getTableFilters("tasks");
 });
 
 const columns = [
-	{ label: "Task", fieldName: "subject", type: "text", sortable: true, filterable: true },
+	{ label: "Task", fieldName: "subject", type: "text", sortable: true, filterable: true,
+	filterInputID: "subjectFilterId", defaultValue: subject || null },
 	{ label: "Job", fieldName: "project", type: "link", sortable: true,
 		onLinkClick: (link, rowData) => handleProjectClick(link, rowData)
 	},
@@ -211,7 +220,6 @@ watch(showCompleted, () => {
 
 // Load initial data
 onMounted(async () => {
-	notifications.addWarning("Tasks page coming soon");
 	// Initialize pagination and filters
 	paginationStore.initializeTablePagination("tasks", { rows: 10 });
 	filtersStore.initializeTableFilters("tasks", columns);
@@ -222,6 +230,11 @@ onMounted(async () => {
 	const initialFilters = filtersStore.getTableFilters("tasks");
 	const initialSorting = filtersStore.getTableSorting("tasks");
 
+	if (subject) {
+		console.log("Setting subject filter from query param:", subject);
+		initialFilters.subject.value = subject;
+	}
+
 	const optionsResult = await Api.getTaskStatusOptions();
 	statusOptions.value = optionsResult;
 	console.log("DEBUG: Loaded Status options: ", statusOptions.value)
@@ -234,6 +247,8 @@ onMounted(async () => {
 		sortOrder: initialSorting.order || initialPagination.sortOrder,
 		filters: initialFilters,
 	});
+	
+	notifications.addWarning("Tasks page coming soon");
 });
 </script>
 <style lang="css">

templates/downpayment/downpayment.html

@@ -0,0 +1,90 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Down Payment Required</title>
+    <style>
+        body {
+            font-family: Arial, sans-serif;
+            line-height: 1.6;
+            color: #333;
+            background-color: #f4f4f4;
+            margin: 0;
+            padding: 20px;
+        }
+        .container {
+            max-width: 600px;
+            margin: 0 auto;
+            background-color: #ffffff;
+            padding: 20px;
+            border-radius: 8px;
+            box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
+        }
+        .header {
+            text-align: center;
+            padding-bottom: 20px;
+            border-bottom: 1px solid #eee;
+        }
+        .header h1 {
+            color: #2c3e50;
+            margin: 0;
+        }
+        .content {
+            padding: 20px 0;
+        }
+        .payment-details {
+            background-color: #ecf0f1;
+            padding: 15px;
+            border-radius: 5px;
+            margin: 20px 0;
+        }
+        .payment-details h2 {
+            margin-top: 0;
+            color: #e74c3c;
+        }
+        .cta-button {
+            display: inline-block;
+            background-color: #3498db;
+            color: #ffffff;
+            padding: 12px 24px;
+            text-decoration: none;
+            border-radius: 5px;
+            font-weight: bold;
+            text-align: center;
+            margin: 20px 0;
+        }
+        .footer {
+            text-align: center;
+            padding-top: 20px;
+            border-top: 1px solid #eee;
+            color: #7f8c8d;
+            font-size: 14px;
+        }
+    </style>
+</head>
+<body>
+    <div class="container">
+        <div class="header">
+            <h1>Thank You for Confirming Your Quote</h1>
+        </div>
+        <div class="content">
+            <p>Dear Valued Customer,</p>
+            <p>Thank you for accepting our quote for services at {{ company_name }}. We're excited to work with you and appreciate your trust in our team.</p>
+            <p>To proceed with scheduling your service, a half down payment is required. This helps us secure the necessary resources and ensures everything is prepared for your appointment.</p>
+            <div class="payment-details">
+                <h2>Payment Details</h2>
+                <p><strong>Sales Order Number:</strong> {{ sales_order_number }}</p>
+                <p><strong>Down Payment Amount:</strong> ${{ total_amount }}</p>
+            </div>
+            <p>Please click the button below to make your secure payment through our payment processor:</p>
+            <a href="https://yourdomain.com/downpayment?so={{ sales_order_number }}&amount={{ total_amount }}" class="cta-button">Make Payment</a>
+            <p>If you have any questions or need assistance, feel free to contact us. We're here to help!</p>
+            <p>Best regards,<br>The Team at {{ company_name }}</p>
+        </div>
+        <div class="footer">
+            <p>This is an automated email. Please do not reply directly.</p>
+        </div>
+    </div>
+</body>
+</html>