TASK-2026-00215 : Agreement from Opportunity

one_compliance/one_compliance/doc_events/oppotunity.py

@@ -165,4 +165,45 @@ def create_opportunity_todos(doc, method=None):
 			todo.reference_type = "Opportunity"
 			todo.reference_name = doc.name
 			todo.date = due_date
-			todo.insert(ignore_permissions=True)
+			todo.insert(ignore_permissions=True)
+
+@frappe.whitelist()
+def get_compliance_sub_category_list(compliance_category):
+	return frappe.get_all(
+		"Compliance Sub Category",
+		filters={"compliance_category": compliance_category},
+		fields=["name", "item_code"]
+	)
+
+@frappe.whitelist()
+def create_customer_from_opportunity(opportunity):
+    """
+    Create Customer from Opportunity if enquiry_from = New Client
+    Return Customer name
+    """
+
+    opp = frappe.get_doc("Opportunity", opportunity)
+    if opp.enquiry_from != "New Client":
+        return opp.party_name
+
+    if not opp.organization_name:
+        frappe.throw("Organization Name is required to create Customer")
+    existing_customer = frappe.db.exists(
+        "Customer",
+        {"customer_name": opp.organization_name}
+    )
+    if existing_customer:
+        return existing_customer
+    customer_type = frappe.db.get_single_value(
+        "Compliance Settings",
+        "customer_type"
+    )
+    customer = frappe.get_doc({
+        "doctype": "Customer",
+        "customer_name": opp.organization_name,
+		"compliance_customer_type": customer_type
+    })
+
+    customer.insert(ignore_permissions=True)
+    return customer.name
+

one_compliance/one_compliance/doctype/compliance_settings/compliance_settings.json

@@ -10,6 +10,7 @@
   "general_configurations_section",
   "create_user_on_customer_creation",
   "add_compliance_category_in_project_name",
+  "create_agreement_from_opportunity",
   "column_break_begm",
   "create_project_from_sales_order_automatically",
   "delete_project_along_with_compliance_agreement",
@@ -455,12 +456,18 @@
    "fieldtype": "Table",
    "label": "Opportunity ToDo Template",
    "options": "Opportunity ToDo Template"
+  },
+  {
+   "default": "0",
+   "fieldname": "create_agreement_from_opportunity",
+   "fieldtype": "Check",
+   "label": "Create Agreement from Opportunity"
   }
  ],
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-02-04 09:31:57.723108",
+ "modified": "2026-02-05 12:01:32.043259",
  "modified_by": "Administrator",
  "module": "One Compliance",
  "name": "Compliance Settings",

one_compliance/public/js/opportunity.js

@@ -16,6 +16,7 @@ frappe.ui.form.on('Opportunity',{
 				create_event(frm)
 			});
 			make_buttons(frm);
+            add_agreement_button(frm);
 		}
 	},
 	make_engagement_letter: function (frm) {
@@ -24,6 +25,9 @@ frappe.ui.form.on('Opportunity',{
 			frm: cur_frm
 		});
 	},
+    compliance_category(frm) {
+        fetch_compliance_sub_categories(frm);
+    },
 });
 
 function create_event(frm) {
@@ -215,4 +219,163 @@ function fetch_documents_from_settings(frm) {
 			frm.refresh_field("custom_documents_required");
 		}
 	});
+}
+
+/**
+ * Create compliance agreement from opportunity
+ */
+function add_agreement_button(frm) {
+	frappe.db.get_single_value("Compliance Settings", "create_agreement_from_opportunity").then(value => {
+		if (value) {
+			frm.add_custom_button(
+				__("Agreement"),
+				() => {
+					open_service_dialog(frm);
+				},
+				__("Create")
+			);
+		}
+	});
+}
+
+/**
+ * Show popup to create compliance agreement from opportunity
+ */
+function open_service_dialog(frm) {
+
+	let d = new frappe.ui.Dialog({
+		title: __("Create Agreement"),
+		size: "extra-large",
+		fields: [
+			{ fieldtype: "HTML", fieldname: "services_html" }
+		],
+		primary_action_label: __("Create Agreement"),
+		primary_action() {
+
+			let selected_items = [];
+			let compliance_categories = [];
+
+			d.$wrapper.find(".service-check:checked").each(function () {
+				let row = frm.doc.items[$(this).data("idx")];
+				selected_items.push(row);
+
+				if (row.compliance_category) {
+					compliance_categories.push(row.compliance_category);
+				}
+			});
+
+			if (!selected_items.length) {
+				frappe.msgprint(__("Please select at least one service"));
+				return;
+			}
+
+			compliance_categories = [...new Set(compliance_categories)];
+			frappe.new_doc("Compliance Agreement");
+
+			frappe.after_ajax(() => {
+
+				let agreement_frm = cur_frm;
+				agreement_frm.doc.opportunity_name = frm.doc.name;
+				agreement_frm.refresh_field("opportunity_name");
+				if (frm.doc.enquiry_from === "Existing Client") {
+					agreement_frm.doc.customer = frm.doc.party_name;
+					agreement_frm.refresh_field("customer");
+
+				} else if (frm.doc.enquiry_from === "New Client") {
+					frappe.call({
+						method: "one_compliance.one_compliance.doc_events.oppotunity.create_customer_from_opportunity",
+						args: {
+							opportunity: frm.doc.name
+						},
+						callback: function (r) {
+							if (r.message) {
+								agreement_frm.doc.customer = r.message;
+								agreement_frm.refresh_field("customer");
+							}
+						}
+					});
+				}
+				agreement_frm.clear_table("compliance_category");
+
+				compliance_categories.forEach(cat => {
+					let row = agreement_frm.add_child("compliance_category");
+					row.compliance_category = cat;
+				});
+
+				agreement_frm.refresh_field("compliance_category");
+				selected_items.forEach(item => {
+					let child = agreement_frm.add_child("compliance_category_details");
+					child.compliance_category = item.compliance_category;
+					child.compliance_sub_category = item.compliance_sub_category;
+					child.rate = item.rate;
+				});
+
+				agreement_frm.refresh_field("compliance_category_details");
+			});
+
+			d.hide();
+		}
+	});
+
+	d.show();
+	let html = `
+	<table class="table table-bordered table-hover">
+	<thead>
+	<tr>
+		<th><input type="checkbox" id="select_all_services"></th>
+		<th>Service</th>
+		<th>Compliance Category</th>
+		<th>Sub Category</th>
+		<th>Qty</th>
+		<th>Rate</th>
+		<th>Amount</th>
+	</tr>
+	</thead><tbody>
+	`;
+
+	(frm.doc.items || []).forEach((row, i) => {
+		html += `
+		<tr>
+			<td><input type="checkbox" class="service-check" data-idx="${i}"></td>
+			<td>${row.item_name || ""}</td>
+			<td>${row.compliance_category || ""}</td>
+			<td>${row.compliance_sub_category || ""}</td>
+			<td>${row.qty || 0}</td>
+			<td>${row.rate || 0}</td>
+			<td>${row.amount || 0}</td>
+		</tr>`;
+	});
+
+	html += `</tbody></table>`;
+	d.fields_dict.services_html.$wrapper.html(html);
+
+	d.$wrapper.find("#select_all_services").on("change", function () {
+		d.$wrapper.find(".service-check").prop("checked", $(this).is(":checked"));
+	});
+}
+
+
+/**
+ * Fetch compliance sub categories from the selected compliance categories
+ */
+function fetch_compliance_sub_categories(frm){
+	if (frm.doc.compliance_category.length) {
+		frm.clear_table('items')
+		frm.doc.compliance_category.forEach(compliance_category => {
+			frappe.call('one_compliance.one_compliance.doc_events.oppotunity.get_compliance_sub_category_list', {
+				compliance_category: compliance_category.compliance_category
+			}).then(r => {
+				if (r.message) {
+					r.message.forEach(row => {
+						let d = frm.add_child('items');
+						d.compliance_sub_category = row.name;
+                        d.compliance_category = compliance_category.compliance_category;
+                        d.item_code = row.item_code;
+					});
+					frm.refresh_field('items');
+				}
+			})
+		});
+		frm.refresh_field('items');
+	}
 }