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chore: add configurable Card Type DocType (like Task Types)

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root 2026-07-16 13:39:33 +00:00
parent c8a92009ae
commit aa2725ae1f
8 changed files with 102 additions and 16 deletions
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2
AGENTS.md
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@ -1,6 +1,6 @@
# Service Factory — ERPNext Custom App Project
> **Current Version: V0.1.0013** — 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: V0.1.0014** — 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

22
service_factory/service_factory/fixtures/engagement_card_type.json Normal file
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@ -0,0 +1,22 @@
[
{
"name": "SE",
"card_type_name": "SE",
"doctype": "Engagement Card Type"
},
{
"name": "PS",
"card_type_name": "PS",
"doctype": "Engagement Card Type"
},
{
"name": "MS",
"card_type_name": "MS",
"doctype": "Engagement Card Type"
},
{
"name": "Support",
"card_type_name": "Support",
"doctype": "Engagement Card Type"
}
]

1
service_factory/service_factory/hooks.py
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@ -173,6 +173,7 @@ doctype_js = {"Engagement Card" : "doctype/engagement_card/engagement_card.js"}
# -----------------------------------------
fixtures = [
{"dt": "Engagement Task Type"},
{"dt": "Engagement Card Type"},
]
# Recreate Service Factory Desktop Icon after each migrate

20
service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.js
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@ -64,19 +64,13 @@ frappe.ui.form.on("Engagement Card", {
// Filter opportunities by selected customer
customer: function (frm) {
if (frm.doc.customer) {
frm.set_query("opportunity", function () {
return {
filters: {
customer: frm.doc.customer,
},
};
});
// Clear opportunity if it doesn't match the new customer
frm.set_value("opportunity", null);
} else {
frm.set_query("opportunity", null);
}
frm.set_query("opportunity", function () {
let filters = {};
if (frm.doc.customer) {
filters.customer = frm.doc.customer;
}
return { filters: filters };
});
},
});

4
service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.json
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@ -58,11 +58,11 @@
},
{
"fieldname": "card_type",
"fieldtype": "Select",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Card Type",
"options": "SE\nPS\nMS\nSupport",
"options": "Engagement Card Type",
"reqd": 1
},
{

0
service_factory/service_factory/service_factory/doctype/engagement_card_type/__init__.py Normal file
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61
service_factory/service_factory/service_factory/doctype/engagement_card_type/engagement_card_type.json Normal file
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@ -0,0 +1,61 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:card_type_name",
"creation": "2026-07-16 12:00:00.000000",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"card_type_name"
],
"fields": [
{
"fieldname": "card_type_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Card Type Name",
"reqd": 1,
"unique": 1
}
],
"links": [],
"modified": "2026-07-16 12:00:00.000000",
"modified_by": "Administrator",
"module": "Service Factory",
"name": "Engagement Card Type",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"select": 1,
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "All",
"select": 1,
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"track_changes": 1
}

8
service_factory/service_factory/service_factory/doctype/engagement_card_type/engagement_card_type.py Normal file
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@ -0,0 +1,8 @@
# Copyright (c) 2026, cclohmar and contributors
# For license information, please see license.txt
from frappe.model.document import Document
class EngagementCardType(Document):
pass