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Add Project Status Updates and tentative resource allocation#732

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zeel-codder merged 53 commits intomainfrom
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Sep 22, 2025
Merged

Add Project Status Updates and tentative resource allocation#732
zeel-codder merged 53 commits intomainfrom
develop

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@Siddhantsingh1230
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@Siddhantsingh1230 Siddhantsingh1230 commented Sep 22, 2025

Description

This PR adds a new tab to Project Detail Page called Project Updates this tab is used to centralise Project Updates on NPMS .

Also introduces the functionality of tentative resource allocation. It adds an is_tentative checkbox to the resource allocation form. This allows users to mark an allocation as tentative.

Relevant Technical Choices

  • Created Project Status Update Doctype in the NextPMS Module to store project update information.
  • Created Project Comments child table Doctype to store project status comments (currently supports one-level comments).
  • Created various comment components for integrating new Project Updates in NextPMS.
  • Created CRUD APIs for Project Status Updates.
  • Data & UI: An is_tentative boolean field was added to the Resource Allocation model, controlled by a checkbox in the user interface.
  • Data Migration: A patch was implemented to migrate all existing allocations to a "Confirmed" state, ensuring data consistency.
  • Backend: The backend logic was updated to correctly save and retrieve the is_tentative status when creating or editing allocations.

Testing Instructions

  • Go to NPMS
  • Open Projects page from sidebar
  • Click on any Project
  • Go to Project Updates tab
  • Create / Update Project Update
  • Create/delete/edit/share comment links
  • verify mentioned users receive emails and desk notifications

Tentative Resource Allocation:

  • Create Tentative: Check "Is Tentative", save, and verify the allocation is "Tentative".
  • Create Confirmed: Leave "Is Tentative" unchecked, save, and verify the allocation is "Confirmed".
  • Edit to Confirmed: Open a "Tentative" allocation, uncheck the box, save, and verify it's now "Confirmed".
  • Edit to Tentative: Open a "Confirmed" allocation, check the box, save, and verify it's now "Tentative".
  • Verify Migration: Run the patch and confirm in the database that all pre-existing allocations are now "Confirmed".

Additional Information:

Currently Single level comments are allowed, When Published mails are sent to all Project Users and Project Manager
Also mention emails are sent after few minutes not immediately , after going into email queue

ROLES = {
    "Projects Manager",
    "Projects User",
}

Screenshot/Screencast

Changes are tracked for this Doctype:
image

Single Project Update Demo:

Project.Status.Update.webm

Multiple Project Update Demo:

Multi.Project.Updates.webm

Resource Allocation Demo:
Screenshot 2025-09-22 at 3 03 26 PM

Checklist

  • I have carefully reviewed the code before submitting it for review.
  • This code is adequately covered by unit tests to validate its functionality.
  • I have conducted thorough testing to ensure it functions as intended.
  • A member of the QA team has reviewed and tested this PR (To be checked by QA or code reviewer)

Addresses: https://github.com/rtCamp/erp-rtcamp/issues/2461, https://github.com/rtCamp/erp-rtcamp/issues/2470

@ananyo141 ananyo141 changed the title Add Project Status Updates Add Project Status Updates and tentative resource allocation Sep 22, 2025
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Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
@zeel-codder zeel-codder merged commit 7ab7d5e into main Sep 22, 2025
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6 participants