initial build of document expiration tracking

initial build of workspace

member_management/member_management/doctype/corporate_documents/corporate_documents.json

@@ -8,7 +8,8 @@
  "engine": "InnoDB",
  "field_order": [
   "member_doctype",
-  "file"
+  "file",
+  "current_doc"
  ],
  "fields": [
   {
@@ -27,13 +28,21 @@
    "in_list_view": 1,
    "label": "File Name",
    "reqd": 1
+  },
+  {
+   "default": "1",
+   "fieldname": "current_doc",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Current"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-11-09 11:14:45.962456",
+ "modified": "2025-11-11 18:44:43.209834",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Corporate Documents",

member_management/member_management/doctype/food_protection_manager_record/food_protection_manager_record.json

@@ -11,7 +11,8 @@
   "certificate",
   "column_break_ysbr",
   "issue_date",
-  "expire_date"
+  "expire_date",
+  "current_doc"
  ],
  "fields": [
   {
@@ -49,13 +50,21 @@
    "in_list_view": 1,
    "label": "Expiration Date",
    "reqd": 1
+  },
+  {
+   "default": "1",
+   "fieldname": "current_doc",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Current"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-11-09 11:41:55.956305",
+ "modified": "2025-11-11 18:43:47.947615",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Food Protection Manager Record",

member_management/member_management/doctype/inspection_record/inspection_record.json

@@ -10,7 +10,8 @@
   "inspection_file",
   "column_break_urym",
   "issue_date",
-  "expire_date"
+  "expire_date",
+  "current_doc"
  ],
  "fields": [
   {
@@ -56,13 +57,21 @@
    "in_list_view": 1,
    "label": "Expiration Date",
    "reqd": 1
+  },
+  {
+   "default": "1",
+   "fieldname": "current_doc",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Current"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-11-09 11:40:46.022312",
+ "modified": "2025-11-11 18:50:05.431078",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Inspection Record",

member_management/member_management/doctype/insurance_record/insurance_record.json

@@ -9,7 +9,8 @@
   "declaration",
   "column_break_wgkt",
   "issue_date",
-  "expire_date"
+  "expire_date",
+  "current_doc"
  ],
  "fields": [
   {
@@ -40,13 +41,21 @@
    "in_list_view": 1,
    "label": "Expiration Date",
    "reqd": 1
+  },
+  {
+   "default": "1",
+   "fieldname": "current_doc",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Current"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-11-09 11:39:42.856785",
+ "modified": "2025-11-11 18:42:50.461454",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Insurance Record",

member_management/member_management/doctype/member_profile/member_profile.json

@@ -10,16 +10,19 @@
   "member_data_section",
   "column_break_vdps",
   "member_name",
-  "member_ein",
+  "status",
-  "join_date",
-  "onboard_date",
-  "risk_class",
   "column_break_jznx",
   "member_id",
+  "member_ein",
   "api_id",
   "membership_details_section",
   "membership_type",
   "column_break_iofm",
+  "risk_class",
+  "onboarding_section",
+  "onboard_date",
+  "join_date",
+  "approve_date",
   "dashboard_tab",
   "documents",
   "agreements_section",
@@ -85,12 +88,14 @@
    "unique": 1
   },
   {
+   "description": "Date Joined Incubator",
    "fieldname": "join_date",
    "fieldtype": "Date",
    "label": "Joined",
    "permlevel": 2
   },
   {
+   "description": "Date Membership Requirements Completed",
    "fieldname": "onboard_date",
    "fieldtype": "Date",
    "label": "Onboarded",
@@ -200,11 +205,28 @@
   {
    "description": "For API Integrations",
    "fieldname": "api_id",
-   "fieldtype": "Data",
+   "fieldtype": "Password",
    "label": "API ID",
    "length": 32,
-   "non_negative": 1,
+   "non_negative": 1
-   "unique": 1
+  },
+  {
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_filter": 1,
+   "label": "Status",
+   "options": "Onboarding\nActive\nOffboarding\nClosed"
+  },
+  {
+   "description": "Date of initial DOH Approval",
+   "fieldname": "approve_date",
+   "fieldtype": "Date",
+   "label": "Approved"
+  },
+  {
+   "fieldname": "onboarding_section",
+   "fieldtype": "Section Break",
+   "label": "Onboarding"
   }
  ],
  "grid_page_length": 50,
@@ -220,7 +242,7 @@
    "link_fieldname": "customer_name"
   }
  ],
- "modified": "2025-11-09 17:42:12.364409",
+ "modified": "2025-11-11 18:35:14.522070",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Member Profile",

member_management/member_management/number_card/active_members/active_members.json

@@ -0,0 +1,25 @@
+{
+ "aggregate_function_based_on": "",
+ "creation": "2025-11-11 18:38:44.733668",
+ "currency": "USD",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Member Profile",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Member Profile\",\"status\",\"=\",\"Active\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 0,
+ "is_standard": 1,
+ "label": "Active Members",
+ "modified": "2025-11-11 18:38:44.733668",
+ "modified_by": "Administrator",
+ "module": "Member Management",
+ "name": "Active Members",
+ "owner": "Administrator",
+ "parent_document_type": "",
+ "report_function": "Sum",
+ "show_percentage_stats": 0,
+ "stats_time_interval": "Yearly",
+ "type": "Document Type"
+}

member_management/member_management/report/expiring_documents/expiring_documents.json

@@ -0,0 +1,32 @@
+{
+ "add_total_row": 0,
+ "add_translate_data": 0,
+ "columns": [],
+ "creation": "2025-11-11 18:53:36.686856",
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "json": "{}",
+ "letterhead": null,
+ "modified": "2025-11-11 18:53:36.686856",
+ "modified_by": "Administrator",
+ "module": "Member Management",
+ "name": "Expiring Documents",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Member Profile",
+ "report_name": "Expiring Documents",
+ "report_type": "Report Builder",
+ "roles": [
+  {
+   "role": "System Manager"
+  },
+  {
+   "role": "Member"
+  }
+ ],
+ "timeout": 0
+}

member_management/member_management/workspace/members/members.json

@@ -1,6 +1,6 @@
 {
  "charts": [],
- "content": "[{\"id\":\"czfAxE-sLc\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\">Member Management</span>\",\"col\":12}},{\"id\":\"VreCkkR25K\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Member Profile List\",\"col\":3}},{\"id\":\"uAc0M9DLAL\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Member Management DocTypes\",\"col\":3}}]",
+ "content": "[{\"id\":\"czfAxE-sLc\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\">Member Management</span>\",\"col\":12}},{\"id\":\"VreCkkR25K\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Member Profile List\",\"col\":3}},{\"id\":\"uAc0M9DLAL\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Member Management DocTypes\",\"col\":3}},{\"id\":\"5rLyVnTN_4\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"aWTte11v9r\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Active\",\"col\":3}},{\"id\":\"IsnNFHfbtc\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"u3z6KcPyGc\",\"type\":\"quick_list\",\"data\":{\"quick_list_name\":\"New Members\",\"col\":4}},{\"id\":\"Q7tzO2Im1f\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]",
  "creation": "2025-11-09 09:40:30.381986",
  "custom_blocks": [],
  "docstatus": 0,
@@ -12,16 +12,48 @@
  "indicator_color": "",
  "is_hidden": 0,
  "label": "Members",
- "links": [],
+ "links": [
- "modified": "2025-11-10 10:28:12.028703",
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Reports",
+   "link_count": 1,
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Expiring Inspection Records",
+   "link_count": 0,
+   "link_to": "Expiring Inspection Records",
+   "link_type": "Report",
+   "onboard": 0,
+   "report_ref_doctype": "Member Profile",
+   "type": "Link"
+  }
+ ],
+ "modified": "2025-11-11 19:03:39.248103",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "Members",
- "number_cards": [],
+ "number_cards": [
+  {
+   "label": "Active",
+   "number_card_name": "Active Members"
+  }
+ ],
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,
- "quick_lists": [],
+ "quick_lists": [
+  {
+   "document_type": "Member Profile",
+   "label": "New Members",
+   "quick_list_filter": "[[\"Member Profile\",\"status\",\"=\",\"Onboarding\",false]]"
+  }
+ ],
  "roles": [],
  "sequence_id": 6.0,
  "shortcuts": [