feat:customization in the sales invoice

rmax_custom/api/customer.py

@@ -0,0 +1,106 @@
+import frappe
+from frappe import _
+from frappe.utils import cstr
+from frappe.core.doctype.user_permission.user_permission import get_permitted_documents
+
+
+def _get_default_customer_group():
+	permitted = get_permitted_documents("Customer Group")
+	return (permitted[0] if permitted else None) or frappe.db.get_single_value("Selling Settings", "customer_group") or "All Customer Groups"
+
+
+def _get_default_territory():
+	permitted = get_permitted_documents("Territory")
+	return (permitted[0] if permitted else None) or frappe.db.get_single_value("Selling Settings", "territory") or "All Territories"
+
+
+@frappe.whitelist()
+def create_customer_with_address(
+    customer_name,
+    mobile_no=None,
+    customer_type="Individual",
+    email_id=None,
+    country=None,
+    default_currency=None,
+    tax_id=None,
+    commercial_registration_number=None,
+    address_type=None,
+    address_line1=None,
+    address_line2=None,
+    building_number=None,
+    city=None,
+    state=None,
+    pincode=None,
+    district=None
+):
+
+    if not customer_name:
+        frappe.throw(_("Customer Name is required"))
+
+    if not mobile_no:
+        frappe.throw(_("Mobile No is required"))
+
+    # Prevent duplicate
+    if frappe.db.exists("Customer", {"customer_name": customer_name}):
+        frappe.throw(_("Customer already exists"))
+
+    # Get company defaults
+    if not country or not default_currency:
+        permitted_companies = get_permitted_documents("Company")
+        company = (permitted_companies[0] if permitted_companies else None) \
+            or frappe.defaults.get_user_default("company")
+
+        if not company:
+            frappe.throw(_("Please set a default company"))
+
+        company_doc = frappe.get_cached_doc("Company", company)
+
+        country = country or company_doc.country
+        default_currency = default_currency or company_doc.default_currency
+
+    # Create Customer
+    customer = frappe.get_doc({
+        "doctype": "Customer",
+        "customer_name": customer_name,
+        "customer_type": customer_type or "Individual",
+        "customer_group": _get_default_customer_group(),
+        "territory": _get_default_territory(),
+        "default_currency": default_currency,
+        "tax_id": tax_id,
+        "mobile_no": mobile_no,
+        "email_id": email_id
+    })
+
+    customer.insert(ignore_permissions=True)
+
+    address_name = None
+
+    address = frappe.get_doc({
+        "doctype": "Address",
+        "address_title": customer_name,
+        "address_type": address_type or "Billing",
+        "address_line1": address_line1,
+        "address_line2": address_line2,
+        "city": city,
+        "state": state,
+        "pincode": pincode,
+        "country": country,
+        "is_primary_address": 1,
+        "is_shipping_address": 1
+    })
+    address.append("links", {
+        "link_doctype": "Customer",
+        "link_name": customer.name,
+        "link_title": customer.customer_name
+    })
+
+    address.insert(ignore_permissions=True)
+    customer.customer_primary_address = address.name
+    customer.save(ignore_permissions=True)
+
+    return {
+        "customer": customer.name,
+        "address": address.name,
+        "message": "Customer and Address created successfully"
+    }
+

rmax_custom/hooks.py

@@ -29,6 +29,9 @@
 app_include_js = [
     "/assets/rmax_custom/js/warehouse_stock_popup.js",
     "/assets/rmax_custom/js/sales_invoice_pos_total_popup.js",
+    "/assets/rmax_custom/js/sales_invoice_popup.js",
+    "/assets/rmax_custom/js/create_customer.js",
+
 ]
 
 
@@ -48,7 +51,10 @@
 # page_js = {"page" : "public/js/file.js"}
 
 # include js in doctype views
-doctype_js = {"Purchase Receipt" : "public/js/purchase receipt.js"}
+doctype_js = {
+    "Quotation": "rmax_custom/custom_scripts/quotation/quotation.js",
+    "Purchase Receipt" : "public/js/purchase receipt.js"
+    }
 # doctype_list_js = {"doctype" : "public/js/doctype_list.js"}
 # doctype_tree_js = {"doctype" : "public/js/doctype_tree.js"}
 # doctype_calendar_js = {"doctype" : "public/js/doctype_calendar.js"}

rmax_custom/public/js/create_customer.js

@@ -0,0 +1,138 @@
+
+frappe.ui.form.on("Sales Invoice", {
+    refresh: function (frm) {
+        add_create_customer_button(frm); 
+
+	}
+});
+
+function add_create_customer_button(frm) {
+
+    if (frm.doc.docstatus !== 0) return;
+    if (!frm.fields_dict.customer) return;
+
+    const $field = frm.fields_dict.customer.$wrapper;
+    const $parent = $field.parent();
+
+    if ($parent.find(".create-customer-btn").length) return;
+
+    const $btn = $(`
+        <button type="button"
+            class="btn btn-sm btn-secondary create-customer-btn"
+            style="margin-bottom: 5px;">
+            <i class="fa fa-plus"></i> Create New Customer
+        </button>
+    `);
+
+    $btn.on("click", function () {
+        open_create_customer_dialog(frm);
+    });
+
+    $field.before($btn);
+}
+
+
+function open_create_customer_dialog(frm) {
+
+    let company = frm.doc.company || frappe.defaults.get_default("company");
+
+    frappe.db.get_value("Company", company,
+        ["country", "default_currency"], function(r) {
+
+        let country = r.country;
+        let default_currency = r.default_currency;
+
+        let d = new frappe.ui.Dialog({
+            title: "Create New Customer",
+            fields: [
+                {
+                    fieldname: "customer_name",
+                    fieldtype: "Data",
+                    label: "Customer Name",
+                    reqd: 1
+                },
+                {
+                    fieldname: "mobile_no",
+                    fieldtype: "Data",
+                    label: "Mobile No",
+                    reqd: 1
+                },
+                {
+                    fieldname: "email_id",
+                    fieldtype: "Data",
+                    label: "Email ID"
+                },
+                { fieldtype: "Section Break", label: "Address Details" },
+                {
+                    fieldname: "address_type",
+                    fieldtype: "Select",
+                    label: "Address Type",
+                    options: "Billing\nShipping",
+                    default: "Billing",
+                    reqd: 1
+                },
+                {
+                    fieldname: "address_line1",
+                    fieldtype: "Data",
+                    label: "Address Line 1",
+                    reqd: 1
+                },
+                {
+                    fieldname: "address_line2",
+                    fieldtype: "Data",
+                    label: "Address Line 2"
+                },
+                {
+                    fieldname: "city",
+                    fieldtype: "Data",
+                    label: "City/Town",
+                    reqd: 1
+                },
+                {
+                    fieldname: "country",
+                    fieldtype: "Link",
+                    options: "Country",
+                    label: "Country",
+                    default: country,
+                    reqd: 1
+                },
+
+
+            ],
+            primary_action_label: "Create Customer",
+            primary_action(values) {
+
+                frappe.call({
+                    method: "rmax_custom.api.customer.create_customer_with_address",
+                    args: {
+                        customer_name: values.customer_name,
+                        mobile_no: values.mobile_no,
+                        email_id: values.email_id || null,
+                        address_type: values.address_type, 
+                        address_line1: values.address_line1,
+                        address_line2: values.address_line2 || null,
+                        city: values.city,  
+                        country: values.country,
+                        default_currency: default_currency
+                    },
+                    callback: function(r) {
+                        if (r.message) {
+
+                            frm.set_value("customer", r.message.customer);
+                            frm.refresh_field("customer");
+
+                            frappe.show_alert({
+                                message: r.message.message,
+                                indicator: "green"
+                            });
+
+                            d.hide();
+                        }
+                    }
+                });
+            }
+        });
+
+        d.show();
+    });
+}