feat: create Customer & Sales Order from utility request

utility_billing/utility_billing/doctype/meter_reading/meter_reading.py

@@ -3,6 +3,7 @@
 import frappe
 from frappe.model.document import Document
 from frappe.utils import nowdate
+
 from ...utils.create_meter_reading_rates import create_meter_reading_rates
 
 
@@ -20,7 +21,6 @@ def validate(self):
             self.sales_order = sales_order.name
 
 
-
 def create_sales_order(meter_reading):
     """Create a Sales Order based on the Meter Reading."""
     sales_order = frappe.get_doc(

utility_billing/utility_billing/doctype/utility_service_request/utility_service_request.js

@@ -11,6 +11,38 @@ frappe.ui.form.on("Utility Service Request", {
 			let currentDate = frappe.datetime.nowdate();
 			frm.set_value("date", currentDate);
 		}
+		if (!frm.is_new()) {
+			frm.add_custom_button(
+				__("Sales Order"),
+				function () {
+					frappe.call({
+						method: "utility_billing.utility_billing.doctype.utility_service_request.utility_service_request.create_customer_and_sales_order",
+						args: {
+							docname: frm.doc.name,
+						},
+						callback: function (response) {
+							if (response.message) {
+								let sales_order_link = frappe.utils.get_form_link(
+									"Sales Order",
+									response.message.sales_order
+								);
+
+								frappe.msgprint({
+									title: __("Success"),
+									message: __(
+										"Sales Order <a href='{0}'>{1}</a> created successfully.",
+										[sales_order_link, response.message.sales_order]
+									),
+									indicator: "green",
+								});
+							}
+						},
+					});
+				},
+				__("Create")
+			).addClass("btn-primary");
+			frm.page.set_inner_btn_group_as_primary(__("Create"));
+		}
 	},
 });
 

utility_billing/utility_billing/doctype/utility_service_request/utility_service_request.json

@@ -8,6 +8,7 @@
  "field_order": [
   "naming_series",
   "customer_name",
+  "customer",
   "customer_type",
   "customer_group",
   "column_break_nqzi",
@@ -22,10 +23,10 @@
   "connection_size",
   "pipes_typedistance",
   "column_break_bfhu",
+  "east_cordinates",
   "water_network",
-  "south_cordinates",
   "column_break_omtp",
-  "east_cordinates",
+  "south_cordinates",
   "accounting_dimensions_section",
   "cost_center",
   "column_break_vjsy",
@@ -258,12 +259,18 @@
   {
    "fieldname": "column_break_omtp",
    "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "customer",
+   "fieldtype": "Link",
+   "label": "Customer",
+   "options": "Customer"
   }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2024-10-14 12:09:57.615331",
+ "modified": "2024-10-15 07:45:18.266932",
  "modified_by": "Administrator",
  "module": "Utility Billing",
  "name": "Utility Service Request",

utility_billing/utility_billing/doctype/utility_service_request/utility_service_request.py

@@ -25,3 +25,58 @@ def on_submit(self):
                 }
             )
             customer.insert()
+
+
+
+@frappe.whitelist()
+def create_customer_and_sales_order(docname):
+    doc = frappe.get_doc("Utility Service Request", docname)
+    customer_doc = create_customer(doc)
+    sales_order_doc = create_sales_order(doc, customer_doc)
+    return {
+        "sales_order": sales_order_doc.name
+    }
+
+def create_customer(doc):
+    """
+    Create a new customer if not already linked to the Utility Service Request.
+    """
+    if not doc.customer:
+        customer_doc = frappe.new_doc("Customer")
+        customer_doc.customer_name = doc.customer_name
+        customer_doc.customer_type = doc.customer_type
+        customer_doc.customer_group = doc.customer_group
+        customer_doc.territory = doc.territory
+        customer_doc.insert()
+        doc.customer = customer_doc.name
+        doc.save()
+    else:
+        customer_doc = frappe.get_doc("Customer", doc.customer)
+
+    return customer_doc
+
+def create_sales_order(doc, customer_doc):
+    """
+    Create a new Sales Order linked to the provided customer.
+    """
+    auto_submit_sales_order = frappe.db.get_single_value('Utility Billing Settings', 'sales_order_creation_state') 
+    sales_order_doc = frappe.new_doc("Sales Order")
+    sales_order_doc.customer = customer_doc.name
+    sales_order_doc.transaction_date = frappe.utils.nowdate()
+
+    for item in doc.items: 
+        sales_order_doc.append("items", {
+            "item_code": item.item_code, 
+            "qty": item.qty or 1,
+            "rate": item.rate or 0  
+        })
+
+    sales_order_doc.insert()
+
+
+    doc.customer = customer_doc.name
+
+    if auto_submit_sales_order != "Draft" :
+        sales_order_doc.submit()
+
+    return sales_order_doc

utility_billing/utility_billing/utils/create_meter_reading_rates.py

@@ -1,5 +1,6 @@
 import frappe
 
+
 def create_meter_reading_rates(meter_reading, price_list, reading_date):
     """Create Meter Reading Rate documents based on the Meter Reading date and append to its rates child table."""
     meter_reading.set("rates", [])
@@ -52,4 +53,3 @@ def create_meter_reading_rates(meter_reading, price_list, reading_date):
                 )
 
                 total_consumption -= slab_quantity
-