feat: CRM integration - customer intake, service invoice generation, COR print format\n\n- Added customer-intake page (search/create customers, create pallets)\n- Added whitelisted generate_service_invoice() API for native Sales Invoice creation\n- Added COR logo image asset\n- Removed stale fixtures/doctype.json (was causing bench migrate failures)

2026-05-20 22:57:53 +00:00
parent 6a5f2a3ebb
commit 4f4717463e
17 changed files with 469 additions and 916895 deletions
@@ -0,0 +1,82 @@
+import frappe
+from frappe import _
+
+@frappe.whitelist()
+def search_customers(q=""):
+    if not q or len(q) < 2:
+        return []
+    q = q.strip().lower()
+    customers = frappe.db.sql("""
+        SELECT c.name, c.customer_name, c.customer_number, c.phone, c.email_id,
+               a.address_line1, a.city, a.state, a.pincode
+        FROM tabCustomer c
+        LEFT JOIN tabDynamic Link dl ON dl.link_doctype = 'Customer' AND dl.link_name = c.name AND dl.parenttype = 'Address'
+        LEFT JOIN tabAddress a ON a.name = dl.parent
+        WHERE LOWER(c.customer_name) LIKE %s OR LOWER(c.customer_number) LIKE %s OR LOWER(c.phone) LIKE %s
+        ORDER BY c.customer_name
+        LIMIT 20
+    """, ("%" + q + "%", "%" + q + "%", "%" + q + "%"), as_dict=True)
+    return customers
+
+@frappe.whitelist()
+def get_customer(name):
+    if not name:
+        return {}
+    cust = frappe.get_doc("Customer", name)
+    result = cust.as_dict()
+    addr = frappe.db.sql("""
+        SELECT a.address_line1, a.city, a.state, a.pincode, a.phone
+        FROM tabAddress a
+        JOIN tabDynamic Link dl ON dl.parent = a.name AND dl.link_doctype = 'Customer' AND dl.link_name = %s
+        LIMIT 1
+    """, (name,), as_dict=True)
+    if addr:
+        result.update({
+            "address_line1": addr[0].address_line1,
+            "city": addr[0].city,
+            "state": addr[0].state,
+            "pincode": addr[0].pincode,
+            "address_phone": addr[0].phone
+        })
+    return result
+
+@frappe.whitelist()
+def create_customer_from_intake(data):
+    data = frappe.parse_json(data)
+    if not data.get("customer_name"):
+        frappe.throw(_("Customer name required"))
+    customer = frappe.new_doc("Customer")
+    customer.customer_name = data.get("customer_name")
+    customer.customer_group = data.get("customer_group", "IT Recycling")
+    customer.customer_type = "Company"
+    customer.customer_number = data.get("customer_number")
+    customer.phone = data.get("phone")
+    customer.email_id = data.get("email_id")
+    customer.legacy_notes = data.get("legacy_notes")
+    customer.hours_of_operation = data.get("hours_of_operation")
+    customer.contact_persons = data.get("contact_persons")
+    customer.save()
+    if data.get("address_line1") or data.get("city"):
+        addr = frappe.new_doc("Address")
+        addr.address_title = customer.customer_name
+        addr.address_type = "Billing"
+        addr.address_line1 = data.get("address_line1", "Unknown")
+        addr.city = data.get("city", "Unknown")
+        addr.state = data.get("state", "")
+        addr.pincode = data.get("pincode", "")
+        addr.country = "United States"
+        addr.append("links", {"link_doctype": "Customer", "link_name": customer.name})
+        addr.save()
+    return {"status": "ok", "customer": customer.name}
+
+@frappe.whitelist()
+def create_pallet(data):
+    data = frappe.parse_json(data)
+    if not data.get("customer"):
+        frappe.throw(_("Customer required"))
+    pallet = frappe.new_doc("Pallet")
+    pallet.customer = data.get("customer")
+    pallet.customer_number = data.get("customer_number")
+    pallet.status = "Open"
+    pallet.save()
+    return {"status": "ok", "pallet": pallet.name}