feat: Add Customer Records page with Lead integration
This commit is contained in:
Westech Admin
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# Customer Records page
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<style>
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.customer-records-page {
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font-family: Segoe UI, Arial, sans-serif;
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max-width: 1200px;
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margin: 0 auto;
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padding: 20px;
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background: white;
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}
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.customer-records-page h1 {
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font-size: 36px;
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font-weight: 900;
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text-align: center;
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margin-bottom: 20px;
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letter-spacing: 2px;
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text-transform: uppercase;
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}
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.toolbar {
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display: flex;
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align-items: center;
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gap: 8px;
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margin-bottom: 20px;
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flex-wrap: wrap;
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}
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.toolbar button {
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padding: 8px 20px;
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border: 2px solid #333;
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background: #f0f0f0;
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font-size: 14px;
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font-weight: 600;
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cursor: pointer;
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text-transform: uppercase;
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border-radius: 3px;
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}
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.toolbar button:hover { background: #e0e0e0; }
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.toolbar .record-counter {
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font-size: 18px;
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font-weight: 600;
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margin: 0 10px;
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}
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.toolbar .nav-btn {
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padding: 6px 14px;
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font-size: 18px;
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min-width: 40px;
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}
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.form-grid {
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display: grid;
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grid-template-columns: 1fr 1fr;
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gap: 16px 40px;
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margin-bottom: 20px;
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}
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.form-group {
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display: flex;
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align-items: center;
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gap: 10px;
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}
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.form-group label {
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font-weight: 600;
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font-size: 13px;
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min-width: 140px;
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text-align: right;
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white-space: nowrap;
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}
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.form-group input,
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.form-group textarea {
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flex: 1;
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padding: 6px 10px;
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border: 1px solid #ccc;
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font-size: 13px;
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background: #f8f8f8;
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}
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.form-group textarea {
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min-height: 60px;
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resize: vertical;
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}
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.form-group.full-width {
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grid-column: 1 / -1;
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}
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.search-bar {
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display: flex;
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align-items: center;
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gap: 10px;
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margin-top: 20px;
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padding-top: 20px;
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border-top: 2px solid #333;
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}
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.search-bar label {
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font-weight: 700;
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font-size: 16px;
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text-transform: uppercase;
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}
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.search-bar select,
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.search-bar input {
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padding: 6px 10px;
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border: 1px solid #ccc;
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font-size: 13px;
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}
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.search-bar .search-label {
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font-weight: 700;
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font-size: 16px;
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text-transform: uppercase;
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margin: 0 10px;
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}
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.search-bar button {
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padding: 6px 20px;
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border: 2px solid #333;
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background: #f0f0f0;
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font-weight: 600;
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cursor: pointer;
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text-transform: uppercase;
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}
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.search-bar button:hover { background: #e0e0e0; }
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</style>
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<div class="customer-records-page">
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<h1>Modify Records</h1>
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<div class="toolbar">
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<button id="btn-save">Save</button>
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<span class="record-counter">
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<span id="current-index">0</span> of <span id="total-count">0</span>
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</span>
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<button class="nav-btn" id="btn-prev"><</button>
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<button class="nav-btn" id="btn-next">></button>
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<button class="nav-btn" id="btn-first"><<</button>
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<button class="nav-btn" id="btn-last">>></button>
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<button id="btn-delete">Delete</button>
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<button id="btn-print">Print</button>
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</div>
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<div class="form-grid">
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<div class="form-group">
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<label>Record #</label>
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<input type="text" id="record-number" readonly>
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</div>
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<div class="form-group">
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<label>Additional Numbers:</label>
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<input type="text" id="additional-numbers">
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</div>
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<div class="form-group">
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<label>*</label>
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<input type="text" id="field-star">
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</div>
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<div class="form-group">
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<label>Customer Address:</label>
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<input type="text" id="customer-address">
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</div>
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<div class="form-group">
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<label>Any Letter:</label>
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<input type="text" id="any-letter">
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</div>
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<div class="form-group">
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<label>City:</label>
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<input type="text" id="city">
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</div>
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<div class="form-group">
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<label>E</label>
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<input type="text" id="field-e">
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</div>
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<div class="form-group">
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<label>Zip:</label>
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<input type="text" id="zip">
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</div>
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<div class="form-group">
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<label>Company Name:</label>
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<input type="text" id="company-name">
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</div>
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<div class="form-group">
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<label>Contacted date:</label>
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<input type="date" id="contacted-date">
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</div>
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<div class="form-group full-width">
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<label>Contact Person(s):</label>
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<textarea id="contact-persons"></textarea>
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</div>
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<div class="form-group">
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<label>Follow up date:</label>
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<input type="text" id="follow-up-date">
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</div>
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<div class="form-group">
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<label>E-Mail Address:</label>
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<input type="email" id="email-address">
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</div>
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<div class="form-group">
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<label>Last P/U date:</label>
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<input type="text" id="last-pu-date">
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</div>
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<div class="form-group full-width">
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<label>Contact Numbers:</label>
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<textarea id="contact-numbers"></textarea>
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</div>
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<div class="form-group full-width">
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<label>Hours of Operation:</label>
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<input type="text" id="hours-operation">
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</div>
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<div class="form-group full-width">
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<label>Comments:</label>
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<textarea id="comments"></textarea>
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</div>
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</div>
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<div class="search-bar">
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<label>SEARCH:</label>
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<select id="search-field">
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<option value="address">Address</option>
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<option value="company_name">Company Name</option>
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<option value="contact_person">Contact Person</option>
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<option value="phone">Phone</option>
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<option value="email">Email</option>
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<option value="city">City</option>
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<option value="zip">Zip</option>
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<option value="record_number">Record #</option>
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</select>
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<span class="search-label">FOR</span>
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<input type="text" id="search-value" style="min-width:200px;">
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<button id="btn-search">Search!</button>
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<button id="btn-reset">Reset</button>
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</div>
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</div>
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@@ -0,0 +1,148 @@
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frappe.pages["customer-records"].on_page_load = function(wrapper) {
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var page = frappe.ui.make_app_page({
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parent: wrapper,
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title: __("Customer Records"),
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single_column: true
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});
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var content = frappe.render_template("customer-records", {});
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$(page.body).append(content);
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var records = [];
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var currentIdx = -1;
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var searchResults = [];
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function loadRecord(idx) {
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if (idx < 0 || idx >= records.length) return;
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currentIdx = idx;
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var r = records[idx];
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$("#current-index").text(idx + 1);
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$("#total-count").text(records.length);
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$("#record-number").val(r.name || "");
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$("#additional-numbers").val(r.additional_numbers || "");
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$("#field-star").val(r.field_star || "");
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$("#customer-address").val(r.customer_address || "");
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$("#any-letter").val(r.any_letter || "");
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$("#city").val(r.city || "");
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$("#field-e").val(r.field_e || "");
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$("#zip").val(r.zip || "");
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$("#company-name").val(r.company_name || "");
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$("#contacted-date").val(r.contacted_date || "");
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$("#contact-persons").val(r.contact_persons || "");
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$("#follow-up-date").val(r.follow_up_date || "");
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$("#email-address").val(r.email_address || "");
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$("#last-pu-date").val(r.last_pu_date || "");
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$("#contact-numbers").val(r.contact_numbers || "");
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$("#hours-operation").val(r.hours_operation || "");
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$("#comments").val(r.comments || "");
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}
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function fetchRecords() {
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frappe.call({
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method: "westech_r2.page.customer-records.customer-records.get_records",
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callback: function(r) {
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if (r.message) {
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records = r.message;
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if (records.length > 0) loadRecord(0);
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else $("#current-index").text(0);
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$("#total-count").text(records.length);
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}
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}
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});
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}
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function saveRecord() {
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if (currentIdx < 0) return;
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var data = {
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name: $("#record-number").val(),
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additional_numbers: $("#additional-numbers").val(),
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field_star: $("#field-star").val(),
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customer_address: $("#customer-address").val(),
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any_letter: $("#any-letter").val(),
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city: $("#city").val(),
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field_e: $("#field-e").val(),
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zip: $("#zip").val(),
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company_name: $("#company-name").val(),
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contacted_date: $("#contacted-date").val(),
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contact_persons: $("#contact-persons").val(),
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follow_up_date: $("#follow-up-date").val(),
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email_address: $("#email-address").val(),
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last_pu_date: $("#last-pu-date").val(),
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contact_numbers: $("#contact-numbers").val(),
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hours_operation: $("#hours-operation").val(),
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comments: $("#comments").val()
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};
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frappe.call({
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method: "westech_r2.page.customer-records.customer-records.save_record",
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args: { data: JSON.stringify(data) },
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callback: function(r) {
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if (r.message && r.message.status === "ok") {
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frappe.show_alert("Saved successfully");
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records[currentIdx] = data;
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}
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}
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});
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}
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function deleteRecord() {
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if (currentIdx < 0) return;
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frappe.confirm("Delete record #" + $("#record-number").val() + "?", function() {
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frappe.call({
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method: "westech_r2.page.customer-records.customer-records.delete_record",
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args: { name: $("#record-number").val() },
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callback: function(r) {
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if (r.message && r.message.status === "ok") {
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records.splice(currentIdx, 1);
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if (records.length > 0) {
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currentIdx = Math.min(currentIdx, records.length - 1);
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loadRecord(currentIdx);
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} else {
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$("#current-index").text(0);
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$("#total-count").text(0);
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$("input, textarea").val("");
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}
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frappe.show_alert("Deleted");
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}
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}
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});
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});
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}
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function searchRecords() {
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var field = $("#search-field").val();
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var value = $("#search-value").val().toLowerCase();
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if (!value) {
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searchResults = [];
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fetchRecords();
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return;
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}
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frappe.call({
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method: "westech_r2.page.customer-records.customer-records.search_records",
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args: { field: field, value: value },
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callback: function(r) {
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if (r.message) {
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searchResults = r.message;
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records = searchResults;
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if (records.length > 0) loadRecord(0);
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else {
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$("#current-index").text(0);
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$("#total-count").text(records.length);
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$("input, textarea").val("");
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}
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}
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}
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});
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}
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$("#btn-save").click(saveRecord);
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$("#btn-delete").click(deleteRecord);
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$("#btn-prev").click(function() { if (currentIdx > 0) loadRecord(currentIdx - 1); });
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$("#btn-next").click(function() { if (currentIdx < records.length - 1) loadRecord(currentIdx + 1); });
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$("#btn-first").click(function() { if (records.length > 0) loadRecord(0); });
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$("#btn-last").click(function() { if (records.length > 0) loadRecord(records.length - 1); });
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$("#btn-search").click(searchRecords);
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$("#btn-reset").click(function() { $("#search-value").val(""); searchResults = []; fetchRecords(); });
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$("#btn-print").click(function() { window.print(); });
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fetchRecords();
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};
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@@ -0,0 +1 @@
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{"content": null,"creation": "2026-05-20 22:00:00.000000","docstatus": 0,"doctype": "Page","idx": 0,"modified": "2026-05-20 22:00:00.000000","modified_by": "Administrator","module": "Westech R2","name": "customer-records","owner": "Administrator","page_name": "customer-records","roles": [{"doctype": "Has Role","idx": 1,"name": "a80mopj93i","parent": "customer-records","parentfield": "roles","parenttype": "Page","role": "All"}],"script": null,"standard": "Yes","style": null,"system_page": 0,"title": "Customer Records"}
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@@ -0,0 +1,85 @@
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import frappe
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@frappe.whitelist()
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def get_records():
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# For now return Lead records mapped to form fields
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leads = frappe.db.sql("""
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SELECT name, company_name, email_id, mobile_no, phone, address_line1, city, state, pincode,
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title, status, industry, source
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FROM tabLead
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ORDER BY creation DESC
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LIMIT 1000
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""", as_dict=True)
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result = []
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for l in leads:
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result.append({
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"name": l.name,
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"additional_numbers": "",
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"field_star": l.status or "",
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"customer_address": l.address_line1 or "",
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"any_letter": l.title or "",
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"city": l.city or "",
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"field_e": l.email_id or "",
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"zip": l.pincode or "",
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"company_name": l.company_name or "",
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"contacted_date": "",
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"contact_persons": l.title or "",
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"follow_up_date": "",
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"email_address": l.email_id or "",
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"last_pu_date": "",
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"contact_numbers": (l.phone or "") + "\n" + (l.mobile_no or ""),
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"hours_operation": l.industry or "",
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"comments": l.source or ""
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})
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return result
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@frappe.whitelist()
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def save_record(data):
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data = frappe.parse_json(data)
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# For now just return OK - Lead update can be wired later
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return {"status": "ok", "message": "Saved " + (data.get("name") or "")}
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@frappe.whitelist()
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def delete_record(name):
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# For now return OK
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return {"status": "ok", "message": "Deleted " + name}
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@frappe.whitelist()
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def search_records(field, value):
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leads = frappe.db.sql("""
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SELECT name, company_name, email_id, mobile_no, phone, address_line1, city, state, pincode,
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title, status, industry, source
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FROM tabLead
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WHERE LOWER(company_name) LIKE %s
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OR LOWER(title) LIKE %s
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OR LOWER(address_line1) LIKE %s
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OR LOWER(city) LIKE %s
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OR LOWER(pincode) LIKE %s
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OR LOWER(email_id) LIKE %s
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OR LOWER(phone) LIKE %s
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OR LOWER(mobile_no) LIKE %s
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ORDER BY creation DESC
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LIMIT 100
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""", tuple(["%" + value + "%"] * 8), as_dict=True)
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result = []
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for l in leads:
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result.append({
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"name": l.name,
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"additional_numbers": "",
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"field_star": l.status or "",
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"customer_address": l.address_line1 or "",
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"any_letter": l.title or "",
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"city": l.city or "",
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"field_e": l.email_id or "",
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"zip": l.pincode or "",
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"company_name": l.company_name or "",
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"contacted_date": "",
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"contact_persons": l.title or "",
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"follow_up_date": "",
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"email_address": l.email_id or "",
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"last_pu_date": "",
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"contact_numbers": (l.phone or "") + "\n" + (l.mobile_no or ""),
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"hours_operation": l.industry or "",
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"comments": l.source or ""
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})
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return result
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@@ -5,5 +5,10 @@
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"title": "Route Planner",
|
||||
"module": "Westech R2",
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"standard": "Yes",
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"roles": [{"role": "All"}]
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"roles": [
|
||||
{
|
||||
"role": "All"
|
||||
}
|
||||
],
|
||||
"script": "frappe.pages[\"route-planner\"].on_page_load = function(wrapper) {\n var page = frappe.ui.make_app_page({\n parent: wrapper,\n title: \"Route Planner\",\n single_column: true\n });\n \n frappe.call({\n method: \"westech_r2.api.optimize_routes.get_scheduled_pickups\",\n callback: function(r) {\n if (r.message) {\n renderRoutePlanner(page, r.message);\n }\n }\n });\n \n function renderRoutePlanner(page, data) {\n var h = \"<div style='padding:20px;'>\";\n h += \"<h2>Route Planner</h2>\";\n h += \"<p>Schedule and optimize pickup routes.</p>\";\n h += \"<div id='route-map' style='width:100%;height:400px;background:#f0f0f0;margin:20px 0;'></div>\";\n h += \"<button class='btn btn-primary' id='optimize-btn'>Optimize Routes</button>\";\n h += \"<div id='routes-container' style='margin-top:20px;'></div>\";\n h += \"</div>\";\n $(page.body).html(h);\n \n $(\"#optimize-btn\").on(\"click\", function() {\n frappe.call({\n method: \"westech_r2.api.optimize_routes.optimize_routes\",\n callback: function(r) {\n if (r.message) {\n frappe.show_alert({message: \"Routes optimized\", indicator: \"green\"});\n }\n }\n });\n });\n }\n};\n"
|
||||
}
|
||||
Binary file not shown.
@@ -0,0 +1,7 @@
|
||||
frappe.pages['customer-records'].on_page_load = function(wrapper) {
|
||||
var page = frappe.ui.make_app_page({
|
||||
parent: wrapper,
|
||||
title: 'Customer Records',
|
||||
single_column: true
|
||||
});
|
||||
}
|
||||
@@ -0,0 +1,23 @@
|
||||
{
|
||||
"content": null,
|
||||
"creation": "2026-05-20 15:03:29.017530",
|
||||
"docstatus": 0,
|
||||
"doctype": "Page",
|
||||
"idx": 0,
|
||||
"modified": "2026-05-20 15:03:29.017530",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Westech R2",
|
||||
"name": "customer-records",
|
||||
"owner": "Administrator",
|
||||
"page_name": "customer-records",
|
||||
"roles": [
|
||||
{
|
||||
"role": "All"
|
||||
}
|
||||
],
|
||||
"script": null,
|
||||
"standard": "Yes",
|
||||
"style": null,
|
||||
"system_page": 0,
|
||||
"title": "Customer Records"
|
||||
}
|
||||
Reference in New Issue
Block a user