updated version file

member_management/__init__.py

@@ -1 +1 @@
-__version__ = "0.0.22"
+__version__ = "0.30"

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",

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",

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",
+   "options": "Member Booked GroupId"
-   "reqd": 1
   },
   {
    "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",

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",

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",

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",

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",

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",

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",
+  "member_dba",
-  "column_break_jznx",
-  "member_id",
   "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
 }

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",

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": [

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": [

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": [

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": [

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": "<div class=\"ql-editor read-mode\"><h5>Food Protection Manager Certificate</h5><p class=\"ql-indent-1\">Risk Type 3 members must upload a valid unexpired food protection manager certificate from an acceptable issuer.</p><p><br></p></div>",
+ "introduction_text": "<div class=\"ql-editor read-mode\"><h5>Food Protection Manager Certificate</h5><p class=\"ql-indent-1\">Risk Type 3 members must upload a valid <em>unexpired </em>food protection manager certificate from an acceptable issuer.</p><p><br></p><p>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.</p><p><br></p><p>Valid certificates are issued from one of the following organizations:</p><ol><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>360 Training</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>AAA Food Manager</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>AboveTraining/StateFoodSafety</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Environmental Health Testing</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>My Food Service License</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>National Restaurant Association</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>ServSafe Manager</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>The Always Food Safe Company</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>Trust20</li><li data-list=\"bullet\"><span class=\"ql-ui\" contenteditable=\"false\"></span>WFSO Academy</li></ol><p><br></p><p>Note this must be a <strong><em>food manager</em></strong> certificate, not a <em>food handler</em> or other program certificate.</p></div>",
  "is_standard": 1,
  "list_columns": [
   {
@@ -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 11:22:40.022486",
+ "modified": "2025-12-05 14:02:07.894547",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "food-manager-records",
@@ -50,7 +39,7 @@
  "published": 1,
  "route": "profile-manager",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Food Manager Records",
  "web_form_fields": [

member_management/member_management/web_form/inspection_records/inspection_records.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 11:22:24.815914",
+ "modified": "2025-12-05 15:49:05.612154",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "inspection-records",
@@ -50,7 +39,7 @@
  "published": 1,
  "route": "profile-inspection",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Inspection Records",
  "web_form_fields": [

member_management/member_management/web_form/insurance/insurance.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 11:23:12.673485",
+ "modified": "2025-12-05 15:48:56.646471",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "insurance",
@@ -50,7 +39,7 @@
  "published": 1,
  "route": "profile-insurance",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Insurance Records",
  "web_form_fields": [

member_management/member_management/web_form/member_profile/member_profile.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 22:36:25.129272",
+ "modified": "2025-12-05 15:48:27.429625",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "member-profile",
@@ -50,7 +39,7 @@
  "published": 1,
  "route": "profile-member",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Member Profile",
  "web_form_fields": [
@@ -85,7 +74,7 @@
    "fieldname": "member_name",
    "fieldtype": "Data",
    "hidden": 0,
-   "label": "Name",
+   "label": "Legal Business Name",
    "max_length": 0,
    "max_value": 0,
    "precision": "",
@@ -93,6 +82,20 @@
    "reqd": 1,
    "show_in_filter": 0
   },
+  {
+   "allow_read_on_all_link_options": 0,
+   "description": "If applicable",
+   "fieldname": "member_dba",
+   "fieldtype": "Data",
+   "hidden": 0,
+   "label": "Trade Name",
+   "max_length": 0,
+   "max_value": 0,
+   "precision": "",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
   {
    "allow_read_on_all_link_options": 0,
    "description": "As determined by the authorizing jurisdiction",

member_management/member_management/web_form/menu/menu.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 11:21:47.541956",
+ "modified": "2025-12-05 14:15:07.245824",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "menu",
@@ -50,7 +39,7 @@
  "published": 1,
  "route": "profile-menu",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Menu",
  "web_form_fields": [

member_management/member_management/web_form/provisioning_information/provisioning_information.json

@@ -18,15 +18,15 @@
  "list_columns": [],
  "login_required": 1,
  "max_attachment_size": 0,
- "modified": "2025-11-17 11:17:46.285522",
+ "modified": "2025-12-05 14:16:35.188220",
  "modified_by": "Administrator",
  "module": "Member Management",
  "name": "provisioning-information",
  "owner": "Administrator",
- "published": 1,
+ "published": 0,
  "route": "profile-provisioning",
  "show_attachments": 0,
- "show_list": 0,
+ "show_list": 1,
  "show_sidebar": 1,
  "title": "Provisioning Information",
  "web_form_fields": [