diff --git a/member_management/__init__.py b/member_management/__init__.py index 479dad0..996d4bf 100644 --- a/member_management/__init__.py +++ b/member_management/__init__.py @@ -1 +1 @@ -__version__ = "0.0.22" +__version__ = "0.22" diff --git a/member_management/member_management/doctype/member_agreement/member_agreement.json b/member_management/member_management/doctype/member_agreement/member_agreement.json index 966ac80..829b1bb 100644 --- a/member_management/member_management/doctype/member_agreement/member_agreement.json +++ b/member_management/member_management/doctype/member_agreement/member_agreement.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:{document_type}-{date_effective}-{#####}", "creation": "2025-11-09 09:59:42.069937", "doctype": "DocType", "editable_grid": 1, @@ -52,11 +51,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 13:28:11.564610", + "modified": "2025-12-05 10:25:43.021101", "modified_by": "Administrator", "module": "Member Management", "name": "Member Agreement", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_associate_list/member_associate_list.json b/member_management/member_management/doctype/member_associate_list/member_associate_list.json index ea4dc87..ff0ff94 100644 --- a/member_management/member_management/doctype/member_associate_list/member_associate_list.json +++ b/member_management/member_management/doctype/member_associate_list/member_associate_list.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "hash", "creation": "2025-11-09 09:57:45.397759", "doctype": "DocType", "editable_grid": 1, @@ -19,11 +18,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 09:21:19.009612", + "modified": "2025-12-05 10:26:14.056773", "modified_by": "Administrator", "module": "Member Management", "name": "Member Associate List", - "naming_rule": "Random", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_booked_member/member_booked_member.json b/member_management/member_management/doctype/member_booked_member/member_booked_member.json index c12d058..c6e4914 100644 --- a/member_management/member_management/doctype/member_booked_member/member_booked_member.json +++ b/member_management/member_management/doctype/member_booked_member/member_booked_member.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:BOOKED-{lastname}-{##}", "creation": "2025-11-13 21:19:39.193998", "doctype": "DocType", "editable_grid": 1, @@ -85,8 +84,7 @@ "fieldname": "groupid", "fieldtype": "Table MultiSelect", "label": "Groups", - "options": "Member Booked GroupId", - "reqd": 1 + "options": "Member Booked GroupId" }, { "fieldname": "booked_contact", @@ -108,15 +106,14 @@ }, { "group": "Users", - "link_doctype": "Onboarding", + "link_doctype": "Member Onboarding", "link_fieldname": "member_id" } ], - "modified": "2025-11-17 10:59:16.176493", + "modified": "2025-12-05 10:25:26.869223", "modified_by": "Administrator", "module": "Member Management", "name": "Member Booked Member", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_corporate_document/member_corporate_document.json b/member_management/member_management/doctype/member_corporate_document/member_corporate_document.json index e871cfc..ed81927 100644 --- a/member_management/member_management/doctype/member_corporate_document/member_corporate_document.json +++ b/member_management/member_management/doctype/member_corporate_document/member_corporate_document.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:{document_type}_{YYYY}_{MM}_{DD}_{#####}", "creation": "2025-11-09 09:55:54.869737", "doctype": "DocType", "editable_grid": 1, @@ -42,11 +41,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 13:29:43.848375", + "modified": "2025-12-05 10:25:07.785752", "modified_by": "Administrator", "module": "Member Management", "name": "Member Corporate Document", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_food_protection_manager_record/member_food_protection_manager_record.json b/member_management/member_management/doctype/member_food_protection_manager_record/member_food_protection_manager_record.json index 1946fdc..e2c4706 100644 --- a/member_management/member_management/doctype/member_food_protection_manager_record/member_food_protection_manager_record.json +++ b/member_management/member_management/doctype/member_food_protection_manager_record/member_food_protection_manager_record.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:Manager-{issuer}-{expire_date}", "creation": "2025-11-09 09:57:03.492727", "doctype": "DocType", "editable_grid": 1, @@ -65,11 +64,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 23:01:35.816996", + "modified": "2025-12-05 10:24:36.903898", "modified_by": "Administrator", "module": "Member Management", "name": "Member Food Protection Manager Record", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_inspection_record/member_inspection_record.json b/member_management/member_management/doctype/member_inspection_record/member_inspection_record.json index 0b66fb3..2c85bf7 100644 --- a/member_management/member_management/doctype/member_inspection_record/member_inspection_record.json +++ b/member_management/member_management/doctype/member_inspection_record/member_inspection_record.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:{document_type}-{jurisdiction}-{expire_date}", "creation": "2025-11-09 09:56:19.768362", "doctype": "DocType", "engine": "InnoDB", @@ -72,11 +71,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 13:29:05.232772", + "modified": "2025-12-05 10:24:23.108650", "modified_by": "Administrator", "module": "Member Management", "name": "Member Inspection Record", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_insurance_record/member_insurance_record.json b/member_management/member_management/doctype/member_insurance_record/member_insurance_record.json index 843adbf..26e54b0 100644 --- a/member_management/member_management/doctype/member_insurance_record/member_insurance_record.json +++ b/member_management/member_management/doctype/member_insurance_record/member_insurance_record.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:{insurer}-{expire_date}-{#####}", "creation": "2025-11-09 09:57:22.638768", "doctype": "DocType", "editable_grid": 1, @@ -58,11 +57,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-17 07:27:50.699563", + "modified": "2025-12-05 10:23:42.611306", "modified_by": "Administrator", "module": "Member Management", "name": "Member Insurance Record", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/doctype/member_menu/member_menu.json b/member_management/member_management/doctype/member_menu/member_menu.json index e9d8c8f..d6a08b7 100644 --- a/member_management/member_management/doctype/member_menu/member_menu.json +++ b/member_management/member_management/doctype/member_menu/member_menu.json @@ -1,7 +1,6 @@ { "actions": [], "allow_rename": 1, - "autoname": "format:Menu-{title}-{#####}", "creation": "2025-11-14 16:28:31.135453", "doctype": "DocType", "editable_grid": 1, @@ -39,11 +38,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 13:27:43.592410", + "modified": "2025-12-05 10:37:16.654979", "modified_by": "Administrator", "module": "Member Management", "name": "Member Menu", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", 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 bc3a9ea..bc779fb 100644 --- a/member_management/member_management/doctype/member_profile/member_profile.json +++ b/member_management/member_management/doctype/member_profile/member_profile.json @@ -1,7 +1,8 @@ { "actions": [], "allow_import": 1, - "autoname": "format:{member_id}", + "allow_rename": 1, + "autoname": "format:MEMBER-{member_id}-{YYYY}", "creation": "2025-11-09 09:55:16.302059", "default_view": "List", "doctype": "DocType", @@ -11,12 +12,17 @@ "member_data_section", "column_break_vdps", "member_name", - "membership_status", - "column_break_jznx", - "member_id", + "member_dba", "member_ein", + "member_id", + "column_break_jznx", "member_api_id", + "user", + "member_fullname", + "customer", + "customer_name", "membership_details_section", + "membership_status", "membership_type", "column_break_iofm", "risk_class", @@ -66,7 +72,7 @@ "fieldname": "member_name", "fieldtype": "Data", "in_list_view": 1, - "label": "Name", + "label": "Business Name", "reqd": 1, "unique": 1 }, @@ -96,7 +102,6 @@ "length": 12, "non_negative": 1, "reqd": 1, - "set_only_once": 1, "unique": 1 }, { @@ -279,37 +284,53 @@ "fieldname": "codes_wiifi", "fieldtype": "Section Break", "label": "Internet Access" + }, + { + "fieldname": "customer", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Customer Record", + "options": "Customer", + "unique": 1 + }, + { + "description": "Trade Name", + "fieldname": "member_dba", + "fieldtype": "Data", + "in_list_view": 1, + "label": "D/B/A" + }, + { + "bold": 1, + "fetch_from": "customer.customer_name", + "fieldname": "customer_name", + "fieldtype": "Data", + "in_global_search": 1, + "label": "Customer Name", + "read_only": 1 + }, + { + "fieldname": "user", + "fieldtype": "Link", + "label": "User", + "options": "User" + }, + { + "fetch_from": "user.full_name", + "fieldname": "member_fullname", + "fieldtype": "Data", + "label": "Full Name" } ], "grid_page_length": 50, "links": [ - { - "group": "User", - "link_doctype": "User", - "link_fieldname": "full_name" - }, { "group": "User", "link_doctype": "Customer", "link_fieldname": "customer_name" - }, - { - "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 22:15:21.241514", + "modified": "2025-12-05 15:25:24.491241", "modified_by": "Administrator", "module": "Member Management", "name": "Member Profile", @@ -338,6 +359,7 @@ "sort_field": "modified", "sort_order": "DESC", "states": [], + "timeline_field": "customer", "title_field": "member_name", "track_seen": 1 } \ No newline at end of file diff --git a/member_management/member_management/doctype/member_unifi_access_profile/member_unifi_access_profile.json b/member_management/member_management/doctype/member_unifi_access_profile/member_unifi_access_profile.json index c321780..a4b6fc5 100644 --- a/member_management/member_management/doctype/member_unifi_access_profile/member_unifi_access_profile.json +++ b/member_management/member_management/doctype/member_unifi_access_profile/member_unifi_access_profile.json @@ -1,6 +1,5 @@ { "actions": [], - "autoname": "format:{last_name}-{unifi_id}", "creation": "2025-11-13 23:43:02.590767", "doctype": "DocType", "editable_grid": 1, @@ -101,11 +100,10 @@ "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2025-11-15 09:19:18.809893", + "modified": "2025-12-05 10:23:07.532879", "modified_by": "Administrator", "module": "Member Management", "name": "Member UniFi Access Profile", - "naming_rule": "Expression", "owner": "Administrator", "permissions": [], "row_format": "Dynamic", diff --git a/member_management/member_management/web_form/agreements/agreements.json b/member_management/member_management/web_form/agreements/agreements.json index 81fcdea..5ba32fc 100644 --- a/member_management/member_management/web_form/agreements/agreements.json +++ b/member_management/member_management/web_form/agreements/agreements.json @@ -26,23 +26,12 @@ "fieldname": "member_name", "fieldtype": "Data", "label": "Name" - }, - { - "fieldname": "membership_type", - "fieldtype": "Select", - "label": "Membership Type", - "options": "Standard\nCold Pack\nMobile Only\nWarewashing Only" - }, - { - "fieldname": "join_date", - "fieldtype": "Date", - "label": "Joined" } ], "list_title": "Member Profile", "login_required": 1, "max_attachment_size": 0, - "modified": "2025-11-15 22:45:37.938835", + "modified": "2025-12-05 14:19:38.153418", "modified_by": "Administrator", "module": "Member Management", "name": "agreements", @@ -50,7 +39,7 @@ "published": 1, "route": "profile-agreement", "show_attachments": 0, - "show_list": 0, + "show_list": 1, "show_sidebar": 1, "title": "Agreements", "web_form_fields": [ diff --git a/member_management/member_management/web_form/associates/associates.json b/member_management/member_management/web_form/associates/associates.json index 0e2e2e5..f13dbd6 100644 --- a/member_management/member_management/web_form/associates/associates.json +++ b/member_management/member_management/web_form/associates/associates.json @@ -26,23 +26,12 @@ "fieldname": "member_name", "fieldtype": "Data", "label": "Name" - }, - { - "fieldname": "membership_type", - "fieldtype": "Select", - "label": "Membership Type", - "options": "Standard\nCold Pack\nMobile Only\nWarewashing Only" - }, - { - "fieldname": "join_date", - "fieldtype": "Date", - "label": "Joined" } ], "list_title": "Member Profile", "login_required": 1, "max_attachment_size": 0, - "modified": "2025-11-17 21:07:02.098466", + "modified": "2025-12-05 14:19:12.112678", "modified_by": "Administrator", "module": "Member Management", "name": "associates", @@ -50,7 +39,7 @@ "published": 0, "route": "profile-associate", "show_attachments": 0, - "show_list": 0, + "show_list": 1, "show_sidebar": 1, "title": "Associates", "web_form_fields": [ diff --git a/member_management/member_management/web_form/corporate_documents/corporate_documents.json b/member_management/member_management/web_form/corporate_documents/corporate_documents.json index 623203b..24be890 100644 --- a/member_management/member_management/web_form/corporate_documents/corporate_documents.json +++ b/member_management/member_management/web_form/corporate_documents/corporate_documents.json @@ -26,23 +26,12 @@ "fieldname": "member_name", "fieldtype": "Data", "label": "Name" - }, - { - "fieldname": "membership_type", - "fieldtype": "Select", - "label": "Membership Type", - "options": "Standard\nCold Pack\nMobile Only\nWarewashing Only" - }, - { - "fieldname": "join_date", - "fieldtype": "Date", - "label": "Joined" } ], "list_title": "Member Profile", "login_required": 1, "max_attachment_size": 0, - "modified": "2025-11-17 11:21:39.245048", + "modified": "2025-12-05 15:33:46.644839", "modified_by": "Administrator", "module": "Member Management", "name": "corporate-documents", @@ -50,7 +39,7 @@ "published": 1, "route": "profile-corporate", "show_attachments": 0, - "show_list": 0, + "show_list": 1, "show_sidebar": 1, "title": "Corporate Documents", "web_form_fields": [ diff --git a/member_management/member_management/web_form/demographics/demographics.json b/member_management/member_management/web_form/demographics/demographics.json index b89f5b7..6c6ebd4 100644 --- a/member_management/member_management/web_form/demographics/demographics.json +++ b/member_management/member_management/web_form/demographics/demographics.json @@ -26,23 +26,12 @@ "fieldname": "member_name", "fieldtype": "Data", "label": "Name" - }, - { - "fieldname": "membership_type", - "fieldtype": "Select", - "label": "Membership Type", - "options": "Standard\nCold Pack\nMobile Only\nWarewashing Only" - }, - { - "fieldname": "join_date", - "fieldtype": "Date", - "label": "Joined" } ], "list_title": "Member Profile", "login_required": 1, "max_attachment_size": 0, - "modified": "2025-11-15 22:47:25.825799", + "modified": "2025-12-05 14:17:48.513232", "modified_by": "Administrator", "module": "Member Management", "name": "demographics", @@ -50,7 +39,7 @@ "published": 1, "route": "profile-demographic", "show_attachments": 0, - "show_list": 0, + "show_list": 1, "show_sidebar": 1, "title": "Demographics", "web_form_fields": [ diff --git a/member_management/member_management/web_form/food_manager_records/food_manager_records.json b/member_management/member_management/web_form/food_manager_records/food_manager_records.json index cc1d598..5114b5c 100644 --- a/member_management/member_management/web_form/food_manager_records/food_manager_records.json +++ b/member_management/member_management/web_form/food_manager_records/food_manager_records.json @@ -14,7 +14,7 @@ "docstatus": 0, "doctype": "Web Form", "idx": 0, - "introduction_text": "
Risk Type 3 members must upload a valid unexpired food protection manager certificate from an acceptable issuer.
Risk Type 3 members must upload a valid unexpired food protection manager certificate from an acceptable issuer.
Your risk type is determined by the Department of Health in the authorizing jurisdiction (Camden County, Philadelphia County, etc) based upon the products your produce. Use of any raw ingredients requiring proper temperature control to prevent risk of food-borne illness such as meat, fish, dairy, melons, cooked rice and other grains, etc. will be classified as a risk type 3.
Valid certificates are issued from one of the following organizations:
Note this must be a food manager certificate, not a food handler or other program certificate.