chore: replace team members nested grid with Department-based employee lookup

AGENTS.md

@@ -1,6 +1,6 @@
 # Service Factory — ERPNext Custom App Project
 
-> **Current Version: V0.1.0030** — Each completed prompt/step increments the patch number by 1 (V0.1.0000 → V0.1.0001 → V0.1.0002…). The agent automatically commits and pushes after every step.
+> **Current Version: V0.1.0031** — Each completed prompt/step increments the patch number by 1 (V0.1.0000 → V0.1.0001 → V0.1.0002…). The agent automatically commits and pushes after every step.
 
 ## Project Overview
 

service_factory/service_factory/doctype/engagement_card/engagement_card.js

@@ -173,7 +173,7 @@ function load_select_options(frm) {
 				frm.refresh_field("task");
 			}
 
-			// Load teams with members via the filtered API
+			// Load teams that have a department linked via the filtered API
 			frappe.call({
 				method: "service_factory.service_factory.doctype.engagement_card.engagement_card.get_options_for",
 				args: { fieldname: "team" },

service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.js

@@ -173,7 +173,7 @@ function load_select_options(frm) {
 				frm.refresh_field("task");
 			}
 
-			// Load teams with members via the filtered API
+			// Load teams that have a department linked via the filtered API
 			frappe.call({
 				method: "service_factory.service_factory.doctype.engagement_card.engagement_card.get_options_for",
 				args: { fieldname: "team" },

service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.py

@@ -30,7 +30,7 @@ class EngagementCard(Document):
 			self.title = f"EC-{self.name or 'new'}"
 
 	def sync_team_members(self):
-		"""Populate assignments from selected Team in Settings."""
+		"""Populate assignments from active employees in team's linked Department."""
 		if not self.team:
 			return
 
@@ -44,17 +44,19 @@ class EngagementCard(Document):
 				team_row = t
 				break
 
-		if not team_row:
+		if not team_row or not team_row.department:
 			return
 
 		self.set("assignments", [])
-		members = team_row.get("members", [])
+		employees = frappe.get_all(
-		if not members:
+			"Employee",
-			return
+			filters={"department": team_row.department, "status": "Active"},
-		for member in members:
+			fields=["name", "employee_name"],
+		)
+		for emp in employees:
 			row = self.append("assignments", {})
-			row.employee = member.employee
+			row.employee = emp.name
-			row.role = member.role
+			row.employee_name = emp.employee_name
 			row.allocated_hours = 0
 			row.logged_hours = 0
 
@@ -93,11 +95,8 @@ def get_options_for(fieldname):
 	if fieldname == "task":
 		return [r.task_type_name for r in settings.task_types]
 	elif fieldname == "team":
-		# Only return teams that have at least one member configured
+		# Only return teams that have a department linked
-		return [
+		return [r.team_name for r in settings.teams if r.department]
-			r.team_name for r in settings.teams
-			if len(r.get("members", [])) > 0
-		]
 	return []
 
 

service_factory/service_factory/service_factory/doctype/sf_settings_team/sf_settings_team.json

@@ -1,46 +1,40 @@
-{
+ {
- "actions": [],
+  "actions": [],
- "allow_rename": 0,
+  "allow_rename": 0,
- "autoname": "hash",
+  "autoname": "hash",
- "creation": "2026-07-16 12:00:00.000000",
+  "creation": "2026-07-16 12:00:00.000000",
- "doctype": "DocType",
+  "doctype": "DocType",
- "editable_grid": 1,
+  "editable_grid": 1,
- "engine": "InnoDB",
+  "engine": "InnoDB",
- "field_order": ["team_name", "department", "members"],
+  "field_order": ["team_name", "department"],
- "fields": [
+  "fields": [
-  {
+   {
-   "fieldname": "team_name",
+    "fieldname": "team_name",
-   "fieldtype": "Data",
+    "fieldtype": "Data",
-   "in_list_view": 1,
+    "in_list_view": 1,
-   "label": "Team Name",
+    "label": "Team Name",
-   "reqd": 1
+    "reqd": 1
-  },
+   },
-  {
+   {
-   "fieldname": "department",
+    "fieldname": "department",
-   "fieldtype": "Link",
+    "fieldtype": "Link",
-   "in_list_view": 1,
+    "in_list_view": 1,
-   "label": "Department",
+    "label": "Department",
-   "options": "Department"
+    "options": "Department",
-  },
+    "reqd": 1
-  {
+   }
-   "fieldname": "members",
+  ],
-   "fieldtype": "Table",
+  "istable": 1,
-   "label": "Team Members",
+  "links": [],
-   "options": "SF Settings Team Member",
+  "modified": "2026-07-16 12:00:00.000000",
-   "reqd": 0
+  "modified_by": "Administrator",
-  }
+  "module": "Service Factory",
- ],
+  "name": "SF Settings Team",
- "istable": 1,
+  "naming_rule": "Random",
- "links": [],
+  "owner": "Administrator",
- "modified": "2026-07-16 12:00:00.000000",
+  "permissions": [],
- "modified_by": "Administrator",
+  "sort_field": "modified",
- "module": "Service Factory",
+  "sort_order": "DESC",
- "name": "SF Settings Team",
+  "states": [],
- "naming_rule": "Random",
+  "track_changes": 0
- "owner": "Administrator",
+ }
- "permissions": [],
- "sort_field": "modified",
- "sort_order": "DESC",
- "states": [],
- "track_changes": 0
-}