omnissiah/westech-r2
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

wip: receiving dashboard, customer records, archive old 2-level paths, various fixes

Browse Source
This commit is contained in:
vagrant
2026-05-28 03:30:45 +00:00
parent d4ed4b1d89
commit 6fe6d61779
141 changed files with 4247 additions and 1175 deletions
Download Patch File Download Diff File Expand all files Collapse all files
westech_r2/_archive_2level/page/intake/intake.js
+580
View File
@@ -0,0 +1,580 @@
frappe.pages['intake'].on_page_load = function(wrapper) {
try {
var page = frappe.ui.make_app_page({
parent: wrapper,
title: 'Customer Management',
single_column: true
});
page.set_primary_action('New Customer', function() {
show_intake_form();
}, 'add');
page.add_inner_button('Refresh', function() {
load_customer_list();
});
$(wrapper).find('.layout-main-section').html(`
<div class="intake-station" style="padding: 20px;">
<div id="intake-form-container">
<div class="card" style="margin-bottom: 20px;">
<div class="card-header" style="background: linear-gradient(135deg, #6f42c1, #28a745); color: white; padding: 15px;">
<h4 style="margin:0; color: white;">Customer Management</h4>
</div>
<div class="card-body" style="padding: 20px;">
<form id="intake-form">
<div class="row">
<div class="col-md-4">
<h5 style="color:#6f42c1;">Customer</h5>
<div class="form-group">
<label>Customer <span class="text-danger">*</span></label>
<div id="customer-number-control"></div>
</div>
<div class="form-group">
<label>Company Name</label>
<input type="text" id="company_name" class="form-control" readonly style="background:#f8f9fa;">
</div>
<div class="form-group">
<label>Driver</label>
<div id="driver-control"></div>
</div>
<div class="form-group">
<label>Contact Name</label>
<input type="text" id="contact_name" class="form-control">
</div>
<div class="form-group">
<label>Contact #</label>
<input type="tel" id="contact_number" class="form-control">
</div>
<div class="form-group">
<label>Contact Email</label>
<input type="email" id="contact_email" class="form-control">
</div>
<div class="form-group">
<label>Address</label>
<input type="text" id="address_line" class="form-control">
</div>
</div>
<div class="col-md-4">
<h5 style="color:#6f42c1;">Dates & Source</h5>
<div class="form-group">
<label>Received Date <span class="text-danger">*</span></label>
<input type="date" id="received_date" class="form-control" required>
</div>
<div class="form-group">
<label>Weekday</label>
<input type="text" id="weekday" class="form-control" readonly style="background:#f8f9fa;">
</div>
<div class="form-group">
<label>Pickup / Drop-off</label>
<select id="pickup" class="form-control">
<option value="">—</option>
<option value="Pickup">Pickup</option>
<option value="Drop-off">Drop-off</option>
</select>
</div>
<div class="form-group">
<label>Hours of Operation</label>
<input type="text" id="hours_of_operation" class="form-control" readonly style="background:#f8f9fa;" placeholder="Auto-filled from Customer">
</div>
<div class="form-group">
<label>Data Status</label>
<select id="data_status" class="form-control">
<option value="">—</option>
<option value="D0">D0 (Unknown)</option>
<option value="D1">D1 (Contains Data)</option>
</select>
</div>
<div class="form-group">
<label>RED / R2</label>
<select id="red_r2" class="form-control">
<option value="">—</option>
<option value="RED">RED</option>
<option value="R2">R2</option>
<option value="Both">Both</option>
<option value="Clear">Clear</option>
</select>
</div>
<div class="form-group">
<label>Notes</label>
<textarea id="notes" class="form-control" rows="3"></textarea>
</div>
<div class="form-group">
<label>Legacy Notes</label>
<textarea id="legacy_notes" class="form-control" rows="2" readonly style="background:#fafafa;" title="Auto-filled from Customer record"></textarea>
</div>
</div>
<div class="col-md-4" id="load-info-section" style="display:none;">
<h5 style="color:#6f42c1;">Items & Weight</h5>
<div class="form-group">
<label>Barcode</label>
<input type="text" id="barcode" class="form-control" placeholder="Scan barcode...">
</div>
<div class="form-group">
<label>Total Items</label>
<input type="number" id="total_items" class="form-control" value="0" min="0">
</div>
<div class="form-group">
<label>Number of Labels</label>
<input type="number" id="num_labels" class="form-control" value="1" min="1" max="20">
</div>
<hr>
<div class="form-group">
<label>Weight <span class="text-danger">*</span></label>
<input type="text" id="weights" class="form-control" placeholder="e.g. 340 lbs" required>
</div>
<div class="form-group">
<label>Invoice / Check Request</label>
<input type="text" id="invoice_check_request" class="form-control">
</div>
<div class="form-group">
<label>Amount</label>
<input type="number" id="amount" class="form-control" step="0.01" value="0">
</div>
<div class="form-group">
<label>Paid / Received</label>
<select id="paid_received" class="form-control">
<option value="">—</option>
<option value="Paid">Paid</option>
<option value="Received">Received</option>
<option value="Pending">Pending</option>
</select>
</div>
</div>
</div>
<div class="row" style="margin-top: 20px;">
<div class="col-md-12">
<button type="submit" class="btn btn-primary btn-lg" style="background: linear-gradient(135deg, #6f42c1, #28a745); border: none;">
Save Contact Info
</button>
<button type="button" class="btn btn-default btn-lg" id="btn-print-labels" disabled>
Print Labels
</button>
<button type="button" class="btn btn-default btn-lg" id="btn-generate-cor" disabled>
CoR/AoR
</button>
<button type="button" class="btn btn-default btn-lg" id="btn-cancel">
Cancel
</button>
<span id="save-status" class="ml-3" style="font-size: 1.2em;"></span>
</div>
</div>
</form>
</div>
</div>
</div>
<div id="recent-pallets" style="display:none;">
<div class="card">
<div class="card-header" style="background: #f8f9fa; display: flex; justify-content: space-between; align-items: center;">
<h5 style="margin:0;">Customers</h5>
<input type="text" id="customer-search" class="form-control" placeholder="Search..." style="width: 300px;">
</div>
<div class="card-body" style="padding: 0;">
<table class="table table-striped table-hover" id="customer-table">
<thead>
<tr>
<th>Company</th>
<th>Contact</th>
<th>Phone</th>
<th>Address</th>
<th></th>
</tr>
</thead>
<tbody id="customer-tbody">
<tr><td colspan="5" class="text-center">Loading...</td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
`);
setup_link_controls();
set_today_date();
// Trigger weekday calculation after date field is set
setTimeout(function() {
var dateVal = $('#received_date').val();
if (dateVal) {
var d = new Date(dateVal + 'T12:00:00');
var days = ['Sunday','Monday','Tuesday','Wednesday','Thursday','Friday','Saturday'];
$('#weekday').val(days[d.getDay()] || '');
}
}, 200);
// Show/hide load info based on pickup dropdown
.on('change', function() {
var val = .val();
if (val) {
.show();
} else {
.hide();
}
});
// Initial state - hide if blank
.trigger('change');
load_customer_list();
$('#received_date').on('change', function() {
var d = new Date($(this).val() + 'T12:00:00');
var days = ['Sunday','Monday','Tuesday','Wednesday','Thursday','Friday','Saturday'];
$('#weekday').val(days[d.getDay()] || '');
});
$('#intake-form').on('submit', function(e) {
e.preventDefault();
save_customer();
});
$('#btn-cancel').on('click', function() {
show_customer_list();
});
$('#btn-print-labels').on('click', function() {
frappe.msgprint('Label printing coming soon.');
});
$('#btn-generate-cor').on('click', function() {
generate_cor_report();
});
$('#customer-search').on('input', function() {
var q = $(this).val().toLowerCase();
$('#customer-tbody tr').each(function() {
var text = $(this).text().toLowerCase();
$(this).toggle(text.indexOf(q) > -1);
});
});
} catch(e) {
console.error('[INTAKE] FATAL:', e.message, e.stack);
$(wrapper).find('.layout-main-section').html(
'<div style="padding:20px;"><h3>Error Loading Page</h3><pre>' + e.message + '</pre></div>'
);
}
};
// ── Link Controls ──────────────────────────────────────────────
var customer_number_control = null;
var driver_control = null;
var selected_customer_name = null;
function setup_link_controls() {
customer_number_control = frappe.ui.form.make_control({
parent: $('#customer-number-control'),
df: {
fieldtype: 'Link',
fieldname: 'customer_number',
options: 'Customer',
label: 'Customer',
reqd: 1,
placeholder: 'Search customer...',
onchange: function() {
var val = customer_number_control.get_value();
if (val) {
selected_customer_name = val;
fetch_customer_details(val);
} else {
selected_customer_name = null;
clear_customer_fields();
}
}
},
only_input: true,
});
customer_number_control.refresh();
$('#customer-number-control .control-input').css('margin', '0');
$('#customer-number-control .help-box').remove();
driver_control = frappe.ui.form.make_control({
parent: $('#driver-control'),
df: {
fieldtype: 'Link',
fieldname: 'driver',
options: 'Employee',
label: 'Driver',
placeholder: 'Search driver...',
onchange: function() {}
},
only_input: true,
});
driver_control.refresh();
$('#driver-control .control-input').css('margin', '0');
$('#driver-control .help-box').remove();
}
function fetch_customer_details(customer_name) {
frappe.call({
method: 'frappe.client.get',
args: {doctype: 'Customer', name: customer_name},
callback: function(r) {
if (r.message) {
var c = r.message;
$('#company_name').val(c.customer_name || '');
$('#contact_name').val(c.contact_persons || '');
$('#hours_of_operation').val(c.hours_of_operation || '');
$('#legacy_notes').val(c.legacy_notes || '');
// Parse phone and email from contact_persons if not in dedicated fields
var phone = c.mobile_no || '';
var email = c.email_id || '';
var addressLine = '';
// Extract phone from contact_persons text blob
if (!phone && c.contact_persons) {
var phoneMatch = c.contact_persons.match(/\(?\d{3}\)?[-.\s]?\d{3}[-.\s]?\d{4}/);
if (phoneMatch) phone = phoneMatch[0];
}
// Extract email from contact_persons text blob
if (!email && c.contact_persons) {
var emailMatch = c.contact_persons.match(/[\w.+-]+@[\w.-]+\.\w+/);
if (emailMatch) email = emailMatch[0];
}
$('#contact_number').val(phone);
$('#contact_email').val(email);
// Enable CoR button once we have a customer with data
$('#btn-generate-cor').prop('disabled', false);
// Get address — always fetch from Address record for full street+city+state+zip
if (c.customer_primary_address) {
frappe.call({
method: 'frappe.client.get',
args: {doctype: 'Address', name: c.customer_primary_address},
callback: function(r3) {
if (r3.message) {
var addr = r3.message;
var line = (addr.address_line1 || '') + (addr.address_line2 ? ', ' + addr.address_line2 : '');
var full = line + (addr.city ? ', ' + addr.city : '') + (addr.state ? ', ' + addr.state : '') + (addr.pincode ? ' ' + addr.pincode : '');
$('#address_line').val(full);
}
}
});
} else if (c.primary_address) {
// Fallback: parse text blob (less reliable)
var lines = c.primary_address.split('\n');
addressLine = lines.join(', ');
$('#address_line').val(addressLine);
}
// If still missing phone/email, try linked Contact
if ((!phone || !email) && c.customer_primary_contact) {
frappe.call({
method: 'frappe.client.get',
args: {doctype: 'Contact', name: c.customer_primary_contact},
callback: function(r2) {
if (r2.message) {
var ct = r2.message;
if (!phone) $('#contact_number').val(ct.phone || ct.mobile_no || '');
if (!email) $('#contact_email').val(ct.email_id || '');
}
}
});
}
}
}
});
}
function clear_customer_fields() {
$('#company_name').val('');
$('#contact_name').val('');
$('#contact_number').val('');
$('#contact_email').val('');
$('#address_line').val('');
$('#hours_of_operation').val('');
}
function clear_form() {
if (customer_number_control) customer_number_control.set_value('');
if (driver_control) driver_control.set_value('');
$('#company_name').val('');
$('#received_date').val('');
$('#weekday').val('');
$('#pickup').val('');
$('#data_status').val('');
$('#red_r2').val('');
$('#barcode').val('');
$('#total_items').val(0);
$('#num_labels').val(1);
$('#contact_name').val('');
$('#contact_number').val('');
$('#contact_email').val('');
$('#address_line').val('');
$('#hours_of_operation').val('');
$('#legacy_notes').val('');
$('#weights').val('');
$('#invoice_check_request').val('');
$('#amount').val(0);
$('#paid_received').val('');
$('#notes').val('');
$('#btn-print-labels').prop('disabled', true);
$('#btn-generate-cor').prop('disabled', true);
$('#save-status').html('');
}
function set_today_date() {
var today = new Date().toISOString().split('T')[0];
$('#received_date').val(today);
$('#received_date').trigger('change');
}
function show_intake_form() {
$('#intake-form-container').show();
$('#recent-pallets').hide();
}
function show_customer_list() {
$('#intake-form-container').hide();
$('#recent-pallets').show();
clear_form();
load_customer_list();
}
function load_customer_list() {
frappe.call({
method: 'frappe.client.get_list',
args: {
doctype: 'Customer',
fields: ['name', 'customer_name', 'customer_number', 'mobile_no', 'email_id', 'contact_persons', 'primary_address', 'customer_primary_address'],
limit_page_length: 50,
order_by: 'customer_name asc'
},
callback: function(r) {
var tbody = $('#customer-tbody');
tbody.empty();
if (!r.message || r.message.length === 0) {
tbody.append('<tr><td colspan="5" class="text-center">No customers found.</td></tr>');
return;
}
r.message.forEach(function(c) {
var contactName = '';
if (c.contact_persons) {
var parts = c.contact_persons.split('|');
if (parts.length > 0) contactName = parts[0].trim();
}
tbody.append(
'<tr style="cursor:pointer;" onclick="select_customer_from_list(\'' + c.name.replace(/'/g, "\\'") + '\')">' +
'<td><strong>' + (c.customer_name || c.name) + '</strong>' + (c.customer_number ? ' <span class="text-muted">(#' + c.customer_number + ')</span>' : '') + '</td>' +
'<td>' + contactName + '</td>' +
'<td>' + (c.mobile_no || '') + '</td>' +
'<td>' + (c.primary_address ? c.primary_address.replace(/\n/g, ', ') : '') + '</td>' +
'<td><button class="btn btn-xs btn-default"><i class="fa fa-arrow-right"></i></button></td>' +
'</tr>'
);
});
}
});
}
function select_customer_from_list(customer_name) {
if (customer_number_control) customer_number_control.set_value(customer_name);
fetch_customer_details(customer_name);
}
function edit_pallet(name) {
frappe.call({
method: 'frappe.client.get',
args: {doctype: 'Pallet', name: name},
callback: function(r) {
if (r.message) {
show_intake_form();
var d = r.message;
$('#intake-form-container').data('pallet-name', name);
$('#received_date').val(d.received_date || '');
if (customer_number_control) customer_number_control.set_value(d.customer_number || '');
if (driver_control) driver_control.set_value(d.driver || '');
$('#company_name').val(d.company_name || '');
$('#pickup').val(d.pickup || '');
$('#data_status').val(d.data_status || '');
$('#red_r2').val(d.red_r2 || '');
$('#barcode').val(d.barcode || '');
$('#total_items').val(d.total_items || 0);
$('#num_labels').val(d.num_labels || 1);
$('#contact_name').val(d.contact_name || '');
$('#contact_number').val(d.contact_number || '');
$('#contact_email').val(d.contact_email || '');
$('#address_line').val(d.address_line || '');
$('#hours_of_operation').val(d.hours_of_operation || '');
$('#legacy_notes').val(d.legacy_notes || '');
$('#weights').val(d.weights || '');
$('#invoice_check_request').val(d.invoice_check_request || '');
$('#amount').val(d.amount || 0);
$('#paid_received').val(d.paid_received || '');
$('#notes').val(d.notes || '');
$('#received_date').trigger('change');
$('#btn-print-labels').prop('disabled', false);
$('#btn-generate-cor').prop('disabled', false);
}
}
});
}
function save_customer() {
var customer_name = customer_number_control ? customer_number_control.get_value() : null;
if (!customer_name) {
frappe.msgprint("Please select a customer first.");
return;
}
frappe.call({
method: "frappe.client.get",
args: { doctype: "Customer", name: customer_name },
callback: function(r) {
if (r.message) {
var doc = r.message;
doc.contact_persons = .val();
doc.mobile_no = .val();
doc.email_id = .val();
doc.hours_of_operation = .val();
doc.legacy_notes = .val();
frappe.call({
method: "frappe.client.save",
args: { doc: doc },
callback: function(r2) {
if (r2.message) {
frappe.msgprint("Customer updated!");
.html("<span style=\"color:green;\">Saved!</span>");
}
}
});
}
}
});
}
function generate_cor_report() {
var companyName = $('#company_name').val();
if (!companyName) {
frappe.msgprint('Please select a customer first.');
return;
}
var args = {
company_name: companyName,
weights: $('#weights').val() || '',
received_date: $('#received_date').val() || '',
red_r2: $('#red_r2').val() || '',
contact_name: $('#contact_name').val() || '',
contact_number: $('#contact_number').val() || '',
address_line: $('#address_line').val() || '',
pallet_name: $('#intake-form-container').data('pallet-name') || ''
};
window.open('/api/method/westech_r2.api.cor_generator.generate_cor?'
+ '&company_name=' + encodeURIComponent(args.company_name)
+ '&weights=' + encodeURIComponent(args.weights)
+ '&received_date=' + encodeURIComponent(args.received_date)
+ '&red_r2=' + encodeURIComponent(args.red_r2)
+ '&contact_name=' + encodeURIComponent(args.contact_name)
+ '&contact_number=' + encodeURIComponent(args.contact_number)
+ '&address_line=' + encodeURIComponent(args.address_line)
+ '&pallet_name=' + encodeURIComponent(args.pallet_name)
);
}
window.edit_pallet = edit_pallet;