Document checklist for Body and Paint in Repair order

erpnext/hr/doctype/employee/employee.py

@@ -456,8 +456,8 @@ def get_employees_who_have_birthday_today(date_today=None):
 
 
 def send_employee_anniversary_notification():
-	date_today = getdate()
-
+	today = getdate()
+  
 	employees = get_employees_who_have_anniversary_today(date_today)
 	for name in employees:
 		doc = frappe.get_doc("Employee", name)

erpnext/projects/doctype/project/project.js

@@ -31,6 +31,7 @@ erpnext.projects.ProjectController = class ProjectController extends crm.QuickCo
 		this.make_vehicle_checklist();
 		this.make_customer_request_checklist();
 		this.make_customer_vehicle_selector();
+		this.make_document_checklist();
 		this.set_sales_data_html();
 		this.set_service_advisor_from_user();
 		this.setup_vehicle_panel_fields();
@@ -571,12 +572,31 @@ erpnext.projects.ProjectController = class ProjectController extends crm.QuickCo
 		}
 	}
 
+	make_document_checklist() {
+		if (this.frm.fields_dict.document_checklist_html) {
+			var is_read_only = cint(this.frm.doc.__onload && this.frm.doc.__onload.cant_change_fields && this.frm.doc.__onload.cant_change_fields.document_checklist);
+
+			this.frm.document_checklist_editor = erpnext.vehicles.make_vehicle_checklist(this.frm,
+				'document_checklist',
+				this.frm.fields_dict.document_checklist_html.wrapper,
+				this.frm.doc.__onload && this.frm.doc.__onload.default_document_checklist_items,
+				is_read_only,
+				__("Document Checklist"));
+		}
+	}
+
 	refresh_customer_request_checklist() {
 		if (this.frm.customer_request_checklist_editor) {
 			this.frm.customer_request_checklist_editor.refresh();
 		}
 	}
 
+	render_document_checklist() {
+		if (this.frm.document_checklist_editor) {
+			this.frm.document_checklist_editor.render_checklist();
+		}
+	}
+
 	make_customer_vehicle_selector() {
 		if (this.frm.fields_dict.customer_vehicle_selector_html) {
 			this.frm.customer_vehicle_selector = erpnext.vehicles.make_customer_vehicle_selector(this.frm,
@@ -619,7 +639,10 @@ erpnext.projects.ProjectController = class ProjectController extends crm.QuickCo
 				},
 				callback: function (r) {
 					if (!r.exc) {
-						return me.frm.set_value(r.message);
+						return frappe.run_serially([
+							() => me.frm.set_value(r.message),
+							() => me.render_document_checklist(),
+						]);
 					}
 				}
 			});

erpnext/projects/doctype/project/project.py

@@ -15,7 +15,7 @@
 from erpnext.controllers.status_updater import StatusUpdaterERP
 from erpnext.projects.doctype.project_status.project_status import get_auto_project_status, set_manual_project_status,\
 	get_valid_manual_project_status_names, is_manual_project_status, validate_project_status_for_transaction
-from erpnext.projects.doctype.project_workshop.project_workshop import get_project_workshop_details
+from erpnext.projects.doctype.project_workshop.project_workshop import get_project_workshop_details, get_project_workshop_document_checklist_items
 from erpnext.vehicles.vehicle_checklist import get_default_vehicle_checklist_items, set_missing_checklist
 from erpnext.vehicles.doctype.vehicle_log.vehicle_log import get_customer_vehicle_selector_data
 from frappe.model.meta import get_field_precision
@@ -59,6 +59,7 @@ def onload(self):
 		self.set_onload('activity_summary', self.get_activity_summary())
 		self.set_onload('default_vehicle_checklist_items', get_default_vehicle_checklist_items('vehicle_checklist'))
 		self.set_onload('default_customer_request_checklist_items', get_default_vehicle_checklist_items('customer_request_checklist'))
+		self.set_onload('default_documents_checklist_items', get_project_workshop_document_checklist_items(self.project_workshop))
 		self.set_onload('cant_change_fields', self.get_cant_change_fields())
 		self.set_onload('valid_manual_project_status_names', get_valid_manual_project_status_names(self))
 		self.set_onload('is_manual_project_status', is_manual_project_status(self.project_status))
@@ -498,6 +499,15 @@ def validate_insurance_details(self):
 		if not self.get('insurance_loss_no') and self.ready_to_close == 1:
 			frappe.throw(_("Insurance Loss # is missing"))
 
+	def set_mandatory_items_check(self):
+		unchecked_items = [
+			d.checklist_item for d in self.document_checklist
+			if d.is_mandatory and not d.checklist_item_checked
+		]
+
+		if unchecked_items and self.ready_to_close == 1:
+			frappe.throw(_("These mandatory items are not checked: {}").format(', '.join(unchecked_items)))
+
 	def reopen_status(self, update=True):
 		self.ready_to_close = 0
 		self.ready_to_close_dt = None
@@ -1604,6 +1614,7 @@ def set_project_ready_to_close(project):
 
 	project.set_ready_to_close(update=True)
 	project.validate_insurance_details()
+	project.set_mandatory_items_check()
 	project.set_status(update=True)
 	project.update_vehicle_booking_order_pdi_status()
 	project.notify_update()

erpnext/projects/doctype/project_workshop/project_workshop.json

@@ -10,7 +10,8 @@
   "workshop_name",
   "service_manager",
   "section_break_3",
-  "default_cost_centers"
+  "default_cost_centers",
+  "document_checklist"
  ],
  "fields": [
   {
@@ -35,10 +36,16 @@
    "fieldtype": "Table",
    "label": "Default Cost Centers",
    "options": "Default Cost Center"
+  },
+  {
+   "fieldname": "document_checklist",
+   "fieldtype": "Table",
+   "label": "Document Checklist",
+   "options": "Vehicle Checklist Item"
   }
  ],
  "links": [],
- "modified": "2023-10-31 15:28:52.930477",
+ "modified": "2024-09-04 13:05:45.869493",
  "modified_by": "Administrator",
  "module": "Projects",
  "name": "Project Workshop",

erpnext/projects/doctype/project_workshop/project_workshop.py

@@ -24,4 +24,19 @@ def get_project_workshop_details(project_workshop, company):
 	out.service_manager = doc.service_manager
 	out.cost_center = doc.get_default_cost_center(company)
 
+	out.document_checklist = []
+	checklist = get_project_workshop_document_checklist_items(project_workshop)
+	for item in checklist:
+		out.document_checklist.append({'checklist_item': item.checklist_item, 'checklist_item_checked': 0, "is_mandatory": item.is_mandatory})
+
 	return out
+
+
+@frappe.whitelist()
+def get_project_workshop_document_checklist_items(project_workshop):
+	if not project_workshop:
+		return []
+
+	workshop_doc = frappe.get_cached_doc("Project Workshop", project_workshop)
+	checklist_items = [d for d in workshop_doc.get('document_checklist')]
+	return checklist_items

erpnext/vehicles/doctype/vehicle_checklist_item/vehicle_checklist_item.json

@@ -1,12 +1,14 @@
 {
+ "actions": [],
  "creation": "2022-01-22 01:23:04.488781",
  "doctype": "DocType",
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
   "checklist_item",
   "checklist_item_checked",
-  "is_custom_checklist_item"
+  "is_custom_checklist_item",
+  "is_mandatory"
  ],
  "fields": [
   {
@@ -27,10 +29,17 @@
    "fieldname": "is_custom_checklist_item",
    "fieldtype": "Check",
    "label": "Is Custom Checklist Item"
+  },
+  {
+   "default": "0",
+   "fieldname": "is_mandatory",
+   "fieldtype": "Check",
+   "label": "Is Mandatory"
   }
  ],
  "istable": 1,
- "modified": "2022-01-22 14:06:57.660110",
+ "links": [],
+ "modified": "2024-09-16 16:23:35.850191",
  "modified_by": "Administrator",
  "module": "Vehicles",
  "name": "Vehicle Checklist Item",
@@ -39,5 +48,6 @@
  "quick_entry": 1,
  "sort_field": "modified",
  "sort_order": "DESC",
+ "states": [],
  "track_changes": 1
 }

erpnext/vehicles/vehicle_checklist.js

@@ -17,7 +17,7 @@ erpnext.vehicles.VehicleChecklistEditor = Class.extend({
 		me.checklist_wrapper = $(`<div class="row vehicle-checklist"></div>`).appendTo(me.wrapper);
 		me.left_container = $(`<div class="col-sm-6"></div>`).appendTo(me.checklist_wrapper);
 		me.right_container = $(`<div class="col-sm-6"></div>`).appendTo(me.checklist_wrapper);
-		me.buttons_container = $(`<div style="margin-top: 5px;"></div>`).appendTo(me.wrapper);
+		me.buttons_container = $(`<div style="margin-bottom: 15px ;"></div>`).appendTo(me.wrapper);
 		me.empty_checklist_container = $(`<div></div>`).appendTo(me.wrapper);
 
 		me.frm = frm;
@@ -26,10 +26,10 @@ erpnext.vehicles.VehicleChecklistEditor = Class.extend({
 		me.default_checklist_items = default_items || [];
 
 		var checklist_items = me.get_checklist_items();
-		if (checklist_items && checklist_items.length) {
-			me.render_checklist();
-		} else {
+		if (!checklist_items?.length && ['vehicle_checklist', 'customer_request_checklist'].includes(parentfield)) {
 			me.load_items_and_render();
+		} else {
+			me.render_checklist();
 		}
 
 		me.bind();
@@ -59,6 +59,27 @@ erpnext.vehicles.VehicleChecklistEditor = Class.extend({
 		});
 	},
 
+	get_project_workshop_details() {
+		var me = this;
+		if (me.frm.doc.project_workshop) {
+			return frappe.call({
+				method: "erpnext.projects.doctype.project_workshop.project_workshop.get_project_workshop_details",
+				args: {
+					project_workshop: me.frm.doc.project_workshop,
+					company: me.frm.doc.company,
+				},
+				callback: function (r) {
+					if (!r.exc) {
+						return frappe.run_serially([
+							() => me.frm.set_value(r.message),
+							() => me.render_checklist(),
+						]);
+					}
+				}
+			});
+		}
+	},
+
 	set_from_default_checklist_items: function () {
 		var me = this;
 		if (me.can_write()) {
@@ -257,7 +278,14 @@ erpnext.vehicles.VehicleChecklistEditor = Class.extend({
 	},
 
 	on_reset_checklist: function () {
-		frappe.confirm(__("Are you sure you want to reset the vehicle checklist?"), () => this.load_items_and_render());
+		var parentfield = this.parentfield;
+		frappe.confirm(__("Are you sure you want to reset the vehicle checklist?"), () => {
+			if (['vehicle_checklist', 'customer_request_checklist'].includes(parentfield)){
+				this.load_items_and_render();
+			} else {
+				this.get_project_workshop_details();
+			}
+		});
 	},
 
 	get_checklist_items: function () {