feat : added product filtering in lead

versa_system/hooks.py

@@ -145,6 +145,12 @@
         "onload": "versa_system.versa_system.custom_script.work_order.update_sales_order_status_on_work_order_completion"
     }
 }
+doc_events = {
+    "Lead": {
+        "on_change": "versa_system.versa_system.custom_script.lead.get_only_products"
+    }
+}
+
 
 
 

versa_system/public/js/lead.js

@@ -13,5 +13,20 @@ frappe.ui.form.on("Lead", {
     }
 });
 
+frappe.ui.form.on('Lead', {
+    refresh: function(frm) {
+        console.log("Lead form loaded - setting product filter");
+
+        frm.fields_dict['material_details'].grid.get_field('product_item').get_query = function(doc, cdt, cdn) {
+            console.log("Product item field filter applied");
+            return {
+                query: "versa_system.versa_system.custom_script.lead.get_only_products"
+            };
+        };
+    }
+});
+
+
+
 
 

versa_system/public/js/quotation.js

@@ -1,14 +1,18 @@
+
+
 frappe.ui.form.on("Quotation", {
     refresh: function(frm) {
-        frm.add_custom_button(
-            __("GoTo Final Design"),
-            function () {
-                frappe.model.open_mapped_doc({
-                    method: "versa_system.versa_system.doctype.final_design.final_design.map_quotation_to_final_design",
-                    source_name: frm.doc.name
-                });
-            },
-            __("Create")
-        );
+        if (frm.doc.workflow_state === "Approved") {
+            frm.add_custom_button(
+                __("GoTo Final Design"),
+                function () {
+                    frappe.model.open_mapped_doc({
+                        method: "versa_system.versa_system.doctype.final_design.final_design.map_quotation_to_final_design",
+                        source_name: frm.doc.name
+                    });
+                },
+                __("Create")
+            );  // <-- Corrected closing bracket
+        }
     }
-});
+});

versa_system/public/js/sales_order.js

@@ -1,16 +1,13 @@
 frappe.ui.form.on("Sales Order", {
   refresh: function (frm) {
-    // Set the indicator label based on the current status
     setStatusIndicator(frm);
   },
 
   status: function (frm) {
-    // Update the indicator label dynamically when the status changes
     setStatusIndicator(frm);
   },
 });
 
-// Function to set the indicator label based on status
 function setStatusIndicator(frm) {
   if (frm.doc.status === "Proforma Invoice") {
     frm.page.set_indicator("Proforma Invoice", "blue");

versa_system/versa_system/custom_script/lead.py

@@ -0,0 +1,18 @@
+import frappe
+
+@frappe.whitelist()
+def get_only_products(doctype, txt='', searchfield='name', start=0, page_len=20, filters=None):
+    """
+    Fetch only 'Products' from the Item doctype.
+    """
+    items = frappe.db.get_list(
+        "Item",
+        filters={"item_group": "Products"},  
+        fields=["name"],
+        order_by="modified DESC",
+        start=start,
+        page_length=page_len
+    )
+
+
+    return [(item["name"],) for item in items]  

versa_system/versa_system/custom_script/quotation.py

@@ -9,31 +9,43 @@ def map_moc_design_to_quotation(source_name, target_doc=None):
     """
 
     def set_missing_values(source, target):
+
+
+
         lead_materials = frappe.get_all(
             "Lead Material Details",
             filters={"parent": source.name},  
             fields=["material_type", "size", "brand", "rate_range", "quantity", "image", "feasible"]
         )
 
         for item in lead_materials:
+            item_code = item.get("material_type")
+
+            # Fetch `item_name` and `uom` from Item doctype
+            item_details = frappe.get_value("Item", item_code, ["item_name", "stock_uom"], as_dict=True)
+
+            if not item_details:
+                frappe.throw(f"Item `{item_code}` not found in Item Master.")
+
             # Append to 'material_item' table if it exists
             if hasattr(target, "material_item"):
                 target.append("material_item", {
-                    "material_type": item.material_type,
-                    "size": item.size,
-                    "brand": item.brand,
-                    "rate_range": item.rate_range,
-                    "image": item.image,
-                    "feasible": item.feasible,
-                    "quantity": item.quantity
+                    "material_type": item_code,
+                    "size": item.get("size"),
+                    "brand": item.get("brand"),
+                    "rate_range": item.get("rate_range"),
+                    "image": item.get("image"),
+                    "feasible": item.get("feasible"),
+                    "quantity": item.get("quantity")
                 })
 
-            # Append to 'items' table if it exists
             if hasattr(target, "items"):
                 target.append("items", {  
-                    "item_code": item.material_type,  
-                    "rate": item.rate_range,
-                    "qty": item.quantity  
+                    "item_code": item_code,  
+                    "item_name": item_details["item_name"],  
+                    "rate": item.get("rate_range"),
+                    "qty": item.get("quantity"),
+                    "uom": item_details["stock_uom"]  
                 })
 
     target_doc = get_mapped_doc(
@@ -42,10 +54,12 @@ def set_missing_values(source, target):
             "MOC Design": {
                 "doctype": "Quotation"
             }
-        },  # Removed the duplicate 'Lead Material Details' mapping
+        },
         target_doc,  
         set_missing_values  
     )
 
     return target_doc
 
+
+

versa_system/versa_system/doctype/feasibility_check/feasibility_check.json

@@ -14,7 +14,8 @@
    "fieldname": "lead",
    "fieldtype": "Link",
    "label": "Lead ",
-   "options": "Lead"
+   "options": "Lead",
+   "read_only": 1
   },
   {
    "fieldname": "feasible_material_details",
@@ -25,7 +26,7 @@
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-02-28 02:44:35.596369",
+ "modified": "2025-03-04 23:53:23.789715",
  "modified_by": "Administrator",
  "module": "Versa System",
  "name": "Feasibility Check",

versa_system/versa_system/doctype/feasibility_check/feasibility_check.py

@@ -16,6 +16,8 @@ def map_lead_to_feasibility_check(source_name, target_doc=None):
     def set_missing_values(source,target):
         pass
 
+
+
     target_doc = get_mapped_doc("Lead", source_name,
         {
             "Lead": {
@@ -26,6 +28,7 @@ def set_missing_values(source,target):
                 "doctype": "Lead Material Details",  
                 "field_map": {
                     "material_type": "material_type",
+                    "product_item":"product_item",
                     "size": "size",
                     "brand": "brand",
                     "rate_range": "rate_range",
@@ -45,3 +48,4 @@ def set_missing_values(source,target):
 
 
 
+

versa_system/versa_system/doctype/final_design/final_design.json

@@ -20,12 +20,13 @@
    "fieldname": "lead",
    "fieldtype": "Link",
    "label": "Lead",
-   "options": "Lead"
+   "options": "Lead",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-02-25 22:19:47.411803",
+ "modified": "2025-03-05 21:04:15.751651",
  "modified_by": "Administrator",
  "module": "Versa System",
  "name": "Final Design",

versa_system/versa_system/doctype/lead_material_details/lead_material_details.json

@@ -13,7 +13,8 @@
   "image",
   "feasible",
   "quantity",
-  "availability"
+  "availability",
+  "product_item"
  ],
  "fields": [
   {
@@ -60,12 +61,18 @@
    "fieldtype": "Select",
    "label": "Availability",
    "options": "Available\nNot Available"
+  },
+  {
+   "fieldname": "product_item",
+   "fieldtype": "Link",
+   "label": "Product Item",
+   "options": "Item"
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-02-25 23:48:13.158021",
+ "modified": "2025-03-10 03:31:21.387104",
  "modified_by": "Administrator",
  "module": "Versa System",
  "name": "Lead Material Details",

versa_system/versa_system/doctype/moc_design/moc_design.json

@@ -21,18 +21,20 @@
    "fieldname": "feasibility_check",
    "fieldtype": "Link",
    "label": "Feasibility Check",
-   "options": "Feasibility Check"
+   "options": "Feasibility Check",
+   "read_only": 1
   },
   {
    "fieldname": "lead",
    "fieldtype": "Link",
    "label": "Lead",
-   "options": "Lead"
+   "options": "Lead",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-02-23 22:03:54.661291",
+ "modified": "2025-03-04 23:54:59.326096",
  "modified_by": "Administrator",
  "module": "Versa System",
  "name": "MOC Design",

versa_system/versa_system/doctype/moc_design/moc_design.py

@@ -1,5 +1,49 @@
 
 
+# import frappe
+# from frappe.model.document import Document
+# from frappe.model.mapper import get_mapped_doc
+
+# class MOCDesign(Document):
+#     pass
+
+# @frappe.whitelist()
+# def map_feasibility_check_to_moc_design(source_name, target_doc=None):
+#     """
+#     Map fields from Feasibility Check to MOC Design,
+#     including child table 'Feasible Material Details' -> 'MOC Material Details'
+#     """
+#     def set_missing_values(source, target):
+#         pass 
+
+#     target_doc = get_mapped_doc(
+#         "Feasibility Check", source_name,
+#         {
+#             "Feasibility Check": {
+#                 "doctype": "MOC Design",
+#                 "field_map": {}
+
+#             },
+#             "Lead Material Details": {  
+#                 "doctype": "Lead Material Details",  
+#                 "field_map": {
+#                     "material_type": "material_type",
+#                     "size": "size",
+#                     "brand": "brand",
+#                     "rate_range": "rate_range",
+#                     "image": "image",
+#                     "feasible": "feasible",
+#                     "quantity": "quantity"
+#                 },
+#                 "add_if_empty": True 
+#             }
+#         },
+#         target_doc,  
+#         set_missing_values  
+#     )
+
+#     return target_doc
+
 import frappe
 from frappe.model.document import Document
 from frappe.model.mapper import get_mapped_doc
@@ -10,37 +54,33 @@ class MOCDesign(Document):
 @frappe.whitelist()
 def map_feasibility_check_to_moc_design(source_name, target_doc=None):
     """
-    Map fields from Feasibility Check to MOC Design,
-    including child table 'Feasible Material Details' -> 'MOC Material Details'
+    Map Feasibility Check to MOC Design, including only child table rows where 'feasible' is checked.
     """
     def set_missing_values(source, target):
-        pass 
+        target.set("Lead Material Details", [])  
+
+        # Filter only those rows where 'feasible' is checked
+        filtered_materials = [row for row in source.get("feasible_material_details") if row.get("feasible")]
+
+        # Append only feasible items to the target document
+        for row in filtered_materials:
+            target.append("moc_design", {
+                "material_type": row.material_type,
+                "product_items":row.product_item,
+                "size": row.size,
+                "brand": row.brand,
+                "rate_range": row.rate_range,
+                "image": row.image,
+                "feasible": row.feasible,
+                "quantity": row.quantity
+            })
 
-    target_doc = get_mapped_doc(
-        "Feasibility Check", source_name,
+    target_doc = get_mapped_doc("Feasibility Check", source_name,
         {
             "Feasibility Check": {
                 "doctype": "MOC Design",
                 "field_map": {}
-
-            },
-            "Lead Material Details": {  
-                "doctype": "Lead Material Details",  
-                "field_map": {
-                    "material_type": "material_type",
-                    "size": "size",
-                    "brand": "brand",
-                    "rate_range": "rate_range",
-                    "image": "image",
-                    "feasible": "feasible",
-                    "quantity": "quantity"
-                },
-                "add_if_empty": True 
             }
-        },
-        target_doc,  
-        set_missing_values  
-    )
+        }, target_doc, set_missing_values)
 
     return target_doc
-

versa_system/versa_system/report/sales_order_report/sales_order_report.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2025, efeone and contributors
+// For license information, please see license.txt
+
+frappe.query_reports["Sales Order Report"] = {
+	"filters": [
+
+	]
+};