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

AGENTS.md

@@ -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
 

service_factory/service_factory/fixtures/engagement_card_type.json

@@ -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"
+ }
+]

service_factory/service_factory/hooks.py

@@ -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

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

@@ -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 {
+			let filters = {};
-					filters: {
+			if (frm.doc.customer) {
-						customer: frm.doc.customer,
+				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);
 			}
+			return { filters: filters };
+		});
 	},
 });
 

service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.json

@@ -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
   },
   {

service_factory/service_factory/service_factory/doctype/engagement_card_type/engagement_card_type.json

@@ -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
+}

service_factory/service_factory/service_factory/doctype/engagement_card_type/engagement_card_type.py

@@ -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