update with main

custom_ui/install.py

@@ -19,6 +19,8 @@ def after_install():
     frappe.reload_doctype("On-Site Meeting")
     update_onsite_meeting_fields()
     update_address_fields()
+    check_and_create_holiday_list()
+    create_snw_install_task_types()
     build_frontend()
 
 def after_migrate():
@@ -33,6 +35,7 @@ def after_migrate():
         frappe.reload_doctype(doctype)
 
     check_and_create_holiday_list()
+    create_snw_install_task_types()
 
     # update_address_fields()
     # build_frontend()
@@ -1020,3 +1023,143 @@ def get_all_sundays(year):
         d += timedelta(days=7)
 
     return sundays
+
+def create_snw_install_task_types():
+    task_types = [
+        {
+            "title": "Locate",
+            "description": "Utility locate request prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "Permit",
+            "description": "Permits required prior to installation start.",
+            "base_date": "Start",
+            "offset_days": 7,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "1/2 Down Payment",
+            "description": "Collect half down payment on project creation.",
+            "calculate_from": "Project",
+            "trigger": "Created",
+            "no_due_date": 1,
+        },
+        {
+            "title": "Machine Staging",
+            "description": "Stage machinery one day before installation start.",
+            "base_date": "Start",
+            "offset_days": 1,
+            "offset_direction": "Before",
+            "calculate_from": "Service Appointment",
+            "trigger": "Scheduled",
+        },
+        {
+            "title": "Final Invoice",
+            "description": "Send final invoice within 5 days of job completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Backflow Test",
+            "description": "Backflow test after job completion if quoted.",
+            "base_date": "Completion",
+            "offset_days": 0,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "Schedule Permit Inspection",
+            "description": "Schedule permit inspection 5 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 5,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "15 Day Warranty Follow-Up",
+            "description": "15-day warranty follow-up after completion.",
+            "base_date": "Completion",
+            "offset_days": 15,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "30 Day Warranty Check",
+            "description": "30-day warranty check after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "30 Day Payment Reminder",
+            "description": "Payment reminder sent 30 days after completion.",
+            "base_date": "Completion",
+            "offset_days": 30,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "60 Day Late Payment Notice",
+            "description": "Late payment notification at 60 days post completion.",
+            "base_date": "Completion",
+            "offset_days": 60,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "80 Day Lien Notice",
+            "description": "Lien notice if payment is still late after 80 days.",
+            "base_date": "Completion",
+            "offset_days": 80,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+        {
+            "title": "365 Day Warranty Call / Walk",
+            "description": "One-year warranty call or walk-through.",
+            "base_date": "Completion",
+            "offset_days": 365,
+            "offset_direction": "After",
+            "calculate_from": "Service Appointment",
+            "trigger": "Completed",
+        },
+    ]
+
+    for task_type in task_types:
+        # Idempotency check
+        if frappe.db.exists("Task Type", task_type["title"]):
+            continue
+
+        doc = frappe.get_doc({
+            "doctype": "Task Type",
+            "title": task_type["title"],
+            "description": task_type["description"],
+            "base_date": task_type.get("base_date"),
+            "offset_days": task_type.get("offset_days", 0),
+            "offset_direction": task_type.get("offset_direction"),
+            "calculate_from": task_type.get("calculate_from", "Service Appointment"),
+            "trigger": task_type["trigger"],
+            "no_due_date": task_type.get("no_due_date", 0),
+        })
+
+        doc.insert(ignore_permissions=True)
+
+    frappe.db.commit()