Refinements to member profile fileds/workflow.

2025-11-18 03:38:01 +00:00
parent 6429878ece
commit 87c8a02c12
6 changed files with 50 additions and 35 deletions
--- a/member_management/init.py
+++ b/member_management/init.py
@@ -1 +1 @@
-__version__ = "0.0.21"
+__version__ = "0.0.22"
--- a/member_management/member_management/doctype/member_profile/member_profile.json
+++ b/member_management/member_management/doctype/member_profile/member_profile.json
@@ -297,9 +297,19 @@
   "group": "User",
   "link_doctype": "Member Onboarding",
   "link_fieldname": "member_id"
+  },
+  {
+   "group": "User",
+   "link_doctype": "Address",
+   "link_fieldname": "address_title"
+  },
+  {
+   "group": "User",
+   "link_doctype": "Contact",
+   "link_fieldname": "full_name"
  }
 ],
- "modified": "2025-11-17 11:01:41.601385",
+ "modified": "2025-11-17 22:15:21.241514",
 "modified_by": "Administrator",
 "module": "Member Management",
 "name": "Member Profile",
--- a/member_management/member_management/web_form/associates/associates.json
+++ b/member_management/member_management/web_form/associates/associates.json
@@ -42,12 +42,12 @@
 "list_title": "Member Profile",
 "login_required": 1,
 "max_attachment_size": 0,
- "modified": "2025-11-17 11:21:22.471775",
+ "modified": "2025-11-17 21:07:02.098466",
 "modified_by": "Administrator",
 "module": "Member Management",
 "name": "associates",
 "owner": "Administrator",
- "published": 1,
+ "published": 0,
 "route": "profile-associate",
 "show_attachments": 0,
 "show_list": 0,
--- a/member_management/member_management/web_form/business_addresses/business_addresses.json
+++ b/member_management/member_management/web_form/business_addresses/business_addresses.json
@@ -37,7 +37,7 @@
 "list_title": "Addresses",
 "login_required": 1,
 "max_attachment_size": 0,
- "modified": "2025-11-17 18:03:46.177623",
+ "modified": "2025-11-17 20:58:54.518901",
 "modified_by": "Administrator",
 "module": "Member Management",
 "name": "business-addresses",
@@ -250,6 +250,21 @@
   "read_only": 0,
   "reqd": 0,
   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "default": "0",
+   "description": "Check if no longer valid",
+   "fieldname": "disabled",
+   "fieldtype": "Check",
+   "hidden": 0,
+   "label": "Disabled",
+   "max_length": 0,
+   "max_value": 0,
+   "precision": "",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
  }
 ],
 "website_sidebar": "Member Sidebar"
--- a/member_management/member_management/web_form/business_contacts/business_contacts.json
+++ b/member_management/member_management/web_form/business_contacts/business_contacts.json
@@ -14,7 +14,7 @@
 "docstatus": 0,
 "doctype": "Web Form",
 "idx": 0,
- "introduction_text": "<div class=\"ql-editor read-mode\"><p>Please provide contact information for every owner or employee of your business with access to the facility.</p><p><br></p><ol><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Each <strong>person</strong> with access to the facility should have an individual record in this list. Each record may have multiple contact entries for email and phone as necessary.</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Every person <strong><em>must</em></strong> have an associated photo identification document. Acceptable documents include a Driver's License, Passport, or State-issued ID card.</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Please mark <em>one</em> contact person as primary billing contact (typically one of the owners).<br></li></ol><p><br></p><p><em>NB: There's an apparent bug in the phone table if adding multiple numbers. If you are adding multiple contact numbers- add one, save, then edit to add alternate contacts and designate which is primary. (Sorry for this- not under my control to fix).</em></p><p><br></p></div>",
+ "introduction_text": "<div class=\"ql-editor read-mode\"><p>Please provide contact information for every owner or employee of your business with access to the facility.</p><p><br></p><ol><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Each <strong>person</strong> with access to the facility should have an individual record in this list. Each record may have multiple contact entries for email and phone as necessary.</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Every person <strong><em>must</em></strong> have an associated photo identification document. Acceptable documents include a Driver's License, Passport, or State-issued ID card.</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Please mark <em>one</em> contact person as primary billing contact (typically one of the owners).<br></li></ol></div>",
 "is_standard": 1,
 "list_columns": [
  {
@@ -40,7 +40,7 @@
 ],
 "login_required": 1,
 "max_attachment_size": 0,
- "modified": "2025-11-17 17:53:41.616425",
+ "modified": "2025-11-17 22:27:34.408377",
 "modified_by": "Administrator",
 "module": "Member Management",
 "name": "business-contacts",
@@ -81,11 +81,12 @@
  {
   "allow_read_on_all_link_options": 0,
   "fieldname": "company_name",
-   "fieldtype": "Data",
+   "fieldtype": "Link",
   "hidden": 0,
   "label": "Company Legal Name",
   "max_length": 0,
   "max_value": 0,
+   "options": "Member Profile",
   "precision": "",
   "read_only": 0,
   "reqd": 0,
@@ -93,6 +94,7 @@
  },
  {
   "allow_read_on_all_link_options": 0,
+   "description": "Title, Position, Job, etc.",
   "fieldname": "designation",
   "fieldtype": "Data",
   "hidden": 0,
@@ -120,6 +122,7 @@
  },
  {
   "allow_read_on_all_link_options": 0,
+   "description": "NB: There's an apparent bug in the phone table if adding multiple numbers. It defaults EVERY number to primary when clicking off a row. (Sorry for this- not under my control to fix). After entering a number and closing the row, go back and uncheck primary phone/primary mobile before saving. Then you can add additional rows and choose which is primary.",
   "fieldname": "phone_nos",
   "fieldtype": "Table",
   "hidden": 0,
@@ -147,6 +150,19 @@
   "reqd": 0,
   "show_in_filter": 0
  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "image",
+   "fieldtype": "Attach Image",
+   "hidden": 0,
+   "label": "Photo ID",
+   "max_length": 0,
+   "max_value": 0,
+   "precision": "",
+   "read_only": 0,
+   "reqd": 1,
+   "show_in_filter": 0
+  },
  {
   "allow_read_on_all_link_options": 0,
   "default": "0",
--- a/member_management/member_management/web_form/member_profile/member_profile.json
+++ b/member_management/member_management/web_form/member_profile/member_profile.json
@@ -42,7 +42,7 @@
 "list_title": "Member Profile",
 "login_required": 1,
 "max_attachment_size": 0,
- "modified": "2025-11-17 18:22:20.059402",
+ "modified": "2025-11-17 22:36:25.129272",
 "modified_by": "Administrator",
 "module": "Member Management",
 "name": "member-profile",
@@ -281,32 +281,6 @@
   "reqd": 0,
   "show_in_filter": 0
  },
-  {
-   "allow_read_on_all_link_options": 0,
-   "fieldname": "associates_section",
-   "fieldtype": "Section Break",
-   "hidden": 0,
-   "label": "Associates",
-   "max_length": 0,
-   "max_value": 0,
-   "precision": "",
-   "read_only": 0,
-   "reqd": 0,
-   "show_in_filter": 0
-  },
-  {
-   "allow_read_on_all_link_options": 0,
-   "fieldname": "table_associate",
-   "fieldtype": "Table",
-   "hidden": 0,
-   "max_length": 0,
-   "max_value": 0,
-   "options": "Member Associate List",
-   "precision": "",
-   "read_only": 0,
-   "reqd": 0,
-   "show_in_filter": 0
-  },
  {
   "allow_read_on_all_link_options": 0,
   "fieldname": "agreements_section",