From 87c8a02c1216808241c6e78de6af2bff4e47f836 Mon Sep 17 00:00:00 2001 From: Scott Korvek Date: Tue, 18 Nov 2025 03:38:01 +0000 Subject: [PATCH] Refinements to member profile fileds/workflow. --- member_management/__init__.py | 2 +- .../member_profile/member_profile.json | 12 +++++++- .../web_form/associates/associates.json | 4 +-- .../business_addresses.json | 17 ++++++++++- .../business_contacts/business_contacts.json | 22 +++++++++++++-- .../member_profile/member_profile.json | 28 +------------------ 6 files changed, 50 insertions(+), 35 deletions(-) diff --git a/member_management/__init__.py b/member_management/__init__.py index c35625a..479dad0 100644 --- a/member_management/__init__.py +++ b/member_management/__init__.py @@ -1 +1 @@ -__version__ = "0.0.21" +__version__ = "0.0.22" diff --git a/member_management/member_management/doctype/member_profile/member_profile.json b/member_management/member_management/doctype/member_profile/member_profile.json index 5d54718..bc3a9ea 100644 --- 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", diff --git a/member_management/member_management/web_form/associates/associates.json b/member_management/member_management/web_form/associates/associates.json index e95a15b..0e2e2e5 100644 --- 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, diff --git a/member_management/member_management/web_form/business_addresses/business_addresses.json b/member_management/member_management/web_form/business_addresses/business_addresses.json index a67b990..d1682b9 100644 --- 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" diff --git a/member_management/member_management/web_form/business_contacts/business_contacts.json b/member_management/member_management/web_form/business_contacts/business_contacts.json index e11675a..858bc7e 100644 --- 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": "

Please provide contact information for every owner or employee of your business with access to the facility.


  1. Each person 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.
  2. Every person must have an associated photo identification document. Acceptable documents include a Driver's License, Passport, or State-issued ID card.
  3. Please mark one contact person as primary billing contact (typically one of the owners).


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).


", + "introduction_text": "

Please provide contact information for every owner or employee of your business with access to the facility.


  1. Each person 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.
  2. Every person must have an associated photo identification document. Acceptable documents include a Driver's License, Passport, or State-issued ID card.
  3. Please mark one contact person as primary billing contact (typically one of the owners).
", "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", diff --git a/member_management/member_management/web_form/member_profile/member_profile.json b/member_management/member_management/web_form/member_profile/member_profile.json index 5b9dd9e..9b1f44b 100644 --- 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",