feat: Project Template

erpnext/config/projects.py

@@ -30,15 +30,20 @@ def get_data():
 				},
 				{
 					"type": "doctype",
-					"name": "Project Update",
-					"description": _("Project Update."),
-					"dependencies": ["Project"],
+					"name": "Project Template",
+					"description": _("Make project from a template."),
 				},
 				{
 					"type": "doctype",
 					"name": "Project Type",
 					"description": _("Define Project type."),
 				},
+				{
+					"type": "doctype",
+					"name": "Project Update",
+					"description": _("Project Update."),
+					"dependencies": ["Project"],
+				},
 			]
 		},
 		{

erpnext/projects/doctype/project/project.py

@@ -65,18 +65,47 @@ class Project(Document):
 			return frappe.get_all("Task", "*", filters, order_by="exp_start_date asc")
 
 	def validate(self):
-		self.validate_project_name()
 		self.validate_weights()
 		self.sync_tasks()
 		self.tasks = []
 		self.load_tasks()
+		if not self.is_new():
+			self.copy_from_template()
 		self.validate_dates()
 		self.send_welcome_email()
 		self.update_percent_complete()
 
-	def validate_project_name(self):
-		if self.get("__islocal") and frappe.db.exists("Project", self.project_name):
-			frappe.throw(_("Project {0} already exists").format(frappe.safe_decode(self.project_name)))
+	def copy_from_template(self):
+		'''
+		Copy tasks from template
+		'''
+		if self.project_template and not len(self.tasks or []):
+
+			# has a template, and no loaded tasks, so lets create
+			if not self.expected_start_date:
+				# project starts today
+				self.expected_start_date = today()
+
+			template = frappe.get_doc('Project Template', self.project_template)
+
+			if not self.project_type:
+				self.project_type = template.project_type
+
+			# create tasks from template
+			for task in template.tasks:
+				frappe.get_doc(dict(
+					doctype = 'Task',
+					subject = task.subject,
+					project = self.name,
+					status = 'Open',
+					exp_start_date = add_days(self.expected_start_date, task.start),
+					exp_end_date = add_days(self.expected_start_date, task.start + task.duration),
+					description = task.description,
+					task_weight = task.task_weight
+				)).insert()
+
+			# reload tasks after project
+			self.load_tasks()
 
 	def validate_dates(self):
 		if self.tasks:
@@ -201,6 +230,7 @@ class Project(Document):
 		self.save(ignore_permissions=True)
 
 	def after_insert(self):
+		self.copy_from_template()
 		if self.sales_order:
 			frappe.db.set_value("Sales Order", self.sales_order, "project", self.name)
 

erpnext/projects/doctype/project/test_project.py

@@ -3,6 +3,37 @@
 from __future__ import unicode_literals
 
 
-import frappe
+import frappe, unittest
 test_records = frappe.get_test_records('Project')
 test_ignore = ["Sales Order"]
+
+from erpnext.projects.doctype.project_template.test_project_template import get_project_template
+from frappe.utils import getdate
+
+class TestProject(unittest.TestCase):
+	def test_project_with_template(self):
+		template = get_project_template()
+
+		frappe.db.sql('delete from tabTask where project = "Test Project with Template"')
+		frappe.delete_doc('Project', 'Test Project with Template')
+
+		project = frappe.get_doc(dict(
+			doctype = 'Project',
+			project_name = 'Test Project with Template',
+			status = 'Open',
+			project_template = template.name,
+			expected_start_date = '2019-01-01'
+		)).insert()
+
+		project.load_tasks()
+
+		task1 = project.tasks[0]
+		self.assertEqual(task1.title, 'Task 1')
+		self.assertEqual(task1.description, 'Task 1 description')
+		self.assertEqual(getdate(task1.start_date), getdate('2019-01-01'))
+		self.assertEqual(getdate(task1.end_date), getdate('2019-01-04'))
+
+		self.assertEqual(len(project.tasks), 4)
+		task4 = project.tasks[3]
+		self.assertEqual(task4.title, 'Task 4')
+		self.assertEqual(getdate(task4.end_date), getdate('2019-01-06'))

erpnext/projects/doctype/project_template/project_template.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Project Template', {
+	refresh: function(frm) {
+
+	}
+});

erpnext/projects/doctype/project_template/project_template.json

@@ -0,0 +1,130 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2019-02-18 17:23:11.708371",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "project_type",
+   "fieldtype": "Link",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 1,
+   "in_standard_filter": 0,
+   "label": "Project Type",
+   "length": 0,
+   "no_copy": 0,
+   "options": "Project Type",
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 0,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  },
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "tasks",
+   "fieldtype": "Table",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 0,
+   "in_standard_filter": 0,
+   "label": "Tasks",
+   "length": 0,
+   "no_copy": 0,
+   "options": "Project Template Task",
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 1,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2019-02-18 18:01:26.519832",
+ "modified_by": "Administrator",
+ "module": "Projects",
+ "name": "Project Template",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "amend": 0,
+   "cancel": 0,
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "if_owner": 0,
+   "import": 0,
+   "permlevel": 0,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "set_user_permissions": 0,
+   "share": 1,
+   "submit": 0,
+   "write": 1
+  }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}

erpnext/projects/doctype/project_template/project_template.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ProjectTemplate(Document):
+	pass

erpnext/projects/doctype/project_template/project_template_dashboard.py

@@ -0,0 +1,12 @@
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+	return {
+		'fieldname': 'project_template',
+		'transactions': [
+			{
+				'items': ['Project']
+			}
+		]
+	}

erpnext/projects/doctype/project_template/test_project_template.py

@@ -0,0 +1,29 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestProjectTemplate(unittest.TestCase):
+	pass
+
+def get_project_template():
+	if not frappe.db.exists('Project Template', 'Test Project Template'):
+		frappe.get_doc(dict(
+			doctype = 'Project Template',
+			name = 'Test Project Template',
+			tasks = [
+				dict(subject='Task 1', description='Task 1 description',
+					start=0, duration=3),
+				dict(subject='Task 2', description='Task 2 description',
+					start=0, duration=2),
+				dict(subject='Task 3', description='Task 3 description',
+					start=2, duration=4),
+				dict(subject='Task 4', description='Task 4 description',
+					start=3, duration=2),
+			]
+		)).insert()
+
+	return frappe.get_doc('Project Template', 'Test Project Template')

erpnext/projects/doctype/project_template_task/project_template_task.json

@@ -0,0 +1,203 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2019-02-18 17:24:41.830096",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "subject",
+   "fieldtype": "Data",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 1,
+   "in_standard_filter": 0,
+   "label": "Subject",
+   "length": 0,
+   "no_copy": 0,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 1,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  },
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "start",
+   "fieldtype": "Int",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 1,
+   "in_standard_filter": 0,
+   "label": "Begin On (Days)",
+   "length": 0,
+   "no_copy": 0,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 1,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  },
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "duration",
+   "fieldtype": "Int",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 1,
+   "in_standard_filter": 0,
+   "label": "Duration (Days)",
+   "length": 0,
+   "no_copy": 0,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 1,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  },
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "task_weight",
+   "fieldtype": "Float",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 0,
+   "in_standard_filter": 0,
+   "label": "Task Weight",
+   "length": 0,
+   "no_copy": 0,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 0,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  },
+  {
+   "allow_bulk_edit": 0,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "columns": 0,
+   "fieldname": "description",
+   "fieldtype": "Text Editor",
+   "hidden": 0,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 1,
+   "in_standard_filter": 0,
+   "label": "Description",
+   "length": 0,
+   "no_copy": 0,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "read_only": 0,
+   "remember_last_selected_value": 0,
+   "report_hide": 0,
+   "reqd": 0,
+   "search_index": 0,
+   "set_only_once": 0,
+   "translatable": 0,
+   "unique": 0
+  }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2019-02-18 18:30:22.688966",
+ "modified_by": "Administrator",
+ "module": "Projects",
+ "name": "Project Template Task",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}

erpnext/projects/doctype/project_template_task/project_template_task.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ProjectTemplateTask(Document):
+	pass