TASK-2025-02649 : - Assign Project and Tasks to HOD

one_compliance/custom/custom_field/customer_group.py

@@ -0,0 +1,23 @@
+def get_customer_group_custom_fields():
+	'''
+		Method to get custom fields for Customer Group doctype
+	'''
+	return {
+		"Customer Group": [
+			{
+				"fieldname": "hod",
+				"fieldtype": "Link",
+				"insert_after": "parent_customer_group",
+				"label": "HOD",
+				"options": "Employee",
+			},
+			{
+				"fieldname": "hod_name",
+				"fieldtype": "Data",
+				"insert_after": "hod",
+				"label": "HOD Name",
+				"fetch_from": "hod.employee_name",
+				"read_only": 1,
+			}
+		]
+	}

one_compliance/one_compliance/doc_events/sales_order.py

@@ -57,74 +57,93 @@ def get_compliance_subcategory(item_code):
 
 @frappe.whitelist()
 def create_project_from_sales_order(sales_order, start_date, item_code, priority, assign_to=None, expected_end_date=None, remark=None, custom_instructions=None):
-	"""Create project from sales order with tasks based on project template"""
+	"""Create project from sales order with tasks based on project template
+	"""
+	# Parse assignees
 	employees = json.loads(assign_to) if assign_to else []
-	
+
 	# Fetch required documents
 	sales_order_doc = frappe.get_doc('Sales Order', sales_order)
 	compliance_sub_category = frappe.get_doc('Compliance Sub Category', {'item_code': item_code})
-
+
+	# Ensure project template exists
 	if not compliance_sub_category.project_template:
 		frappe.throw(
-			title=_('ALERT !!'), 
+			title=_('ALERT !!'),
 			msg=_(f'Project Template does not exist for {compliance_sub_category.name}')
 		)
-	
+
 	project_template_doc = frappe.get_doc('Project Template', compliance_sub_category.project_template)
-	head_of_department = frappe.db.get_value(
-		'Employee', 
-		{'employee': compliance_sub_category.head_of_department}, 
-		'user_id'
-	)
-
-	# Validate assignees
-	if not assign_to and not _has_template_assignees(project_template_doc):
+
+	# Head of department (user_id)
+	head_of_department = None
+	if compliance_sub_category.head_of_department:
+		head_of_department = frappe.db.get_value(
+			'Employee',
+			{'employee': compliance_sub_category.head_of_department},
+			'user_id'
+		)
+
+	# Customer group HOD (optional)
+	group_hod_user_id = None
+	customer_group = frappe.db.get_value('Customer', sales_order_doc.customer, 'customer_group')
+	if customer_group:
+		group_hod = frappe.db.get_value('Customer Group', customer_group, 'hod')
+		if group_hod:
+			group_hod_user_id = frappe.db.get_value('Employee', group_hod, 'user_id')
+
+	# Validate assignees (either explicit assign_to or template has assignees)
+	if not employees and not _has_template_assignees(project_template_doc):
 		frappe.msgprint("Project can't be created since no assignees are specified in tasks")
 		return
-	
-	# Create project
+
+	# Create project using helper
 	project = _create_project(
-		sales_order_doc, 
-		compliance_sub_category, 
+		sales_order_doc,
+		compliance_sub_category,
 		project_template_doc,
-		start_date, 
-		expected_end_date, 
-		priority, 
-		remark, 
+		start_date,
+		expected_end_date,
+		priority,
+		remark,
 		custom_instructions
 	)
-	
+
 	# Assign to head of department
-	if compliance_sub_category.head_of_department:
+	if head_of_department:
 		_assign_to_head_of_department(project.name, head_of_department, 'Project')
-
-	# Assign to additional employees
-	if assign_to:
+
+	# Assign to customer group HOD if present and different from HOD
+	if group_hod_user_id and group_hod_user_id != head_of_department:
+		create_todo('Project', project.name, group_hod_user_id, frappe.session.user, "Project {} Assigned Successfully".format(project.name))
+
+	# Assign to additional employees from assign_to
+	if employees:
 		_assign_to_employees(employees, project.name, head_of_department, 'Project')
-	
+
 	frappe.msgprint(f'Project Created for {compliance_sub_category.name}.', alert=1)
-	
+
 	# Create tasks from template
 	_create_tasks_from_template(
-		project, 
-		project_template_doc, 
+		project,
+		project_template_doc,
 		compliance_sub_category,
-		start_date, 
-		employees, 
+		start_date,
+		employees,
 		head_of_department
 	)
-	
+
 	# Create premium tasks if applicable
-	if sales_order_doc.get("is_premium_project") and hasattr(project_template_doc, "premium_tasks"):
+	if sales_order_doc.get("is_premium_project") and getattr(project_template_doc, "premium_tasks", None):
 		_create_premium_tasks(
-			project, 
-			project_template_doc, 
+			project,
+			project_template_doc,
 			compliance_sub_category,
-			start_date, 
-			employees, 
+			start_date,
+			employees,
 			head_of_department
 		)
-	
+
 	frappe.db.commit()
 
 
@@ -649,4 +668,4 @@ def set_compliance_fields(doc, method):
 			)
 			if subcat:
 				item.custom_compliance_category     = subcat.compliance_category
-				item.custom_compliance_subcategory  = subcat.name
+				item.custom_compliance_subcategory  = subcat.name

one_compliance/one_compliance/doctype/compliance_agreement/compliance_agreement.py

@@ -647,6 +647,14 @@ def create_project_from_template(sales_order, project_template, customer, compan
 		compliance_date = getdate(compliance_date)
 		project_template_doc = frappe.get_doc("Project Template", project_template)
 		sub_category_doc = frappe.get_doc('Compliance Sub Category', compliance_sub_category)
+
+		customer_group = frappe.db.get_value("Customer", customer, "customer_group")
+		group_hod_user_id = None
+		if customer_group:
+			group_hod = frappe.db.get_value("Customer Group", customer_group, "hod")
+			if group_hod:
+				group_hod_user_id = frappe.db.get_value("Employee", group_hod, "user_id")
+
 		repeat_on = frappe.db.get_value('Compliance Sub Category', compliance_sub_category, 'repeat_on')
 		project_based_on_prior_phase = frappe.db.get_value('Compliance Sub Category', compliance_sub_category, 'project_based_on_prior_phase')
 		previous_month_date = add_months(getdate(compliance_date), -1)
@@ -712,6 +720,10 @@ def create_project_from_template(sales_order, project_template, customer, compan
 				create_todo("Project", project.name, hod_user, frappe.session.user,
 							f"Project assigned to {sub_category_doc.head_of_department}")
 
+		if group_hod_user_id and group_hod_user_id != hod_user:
+			create_todo("Project", project.name, group_hod_user_id,
+						frappe.session.user, f"Project {project.name} Assigned Successfully")
+
 		# Create Tasks from Template
 		for template_task in project_template_doc.tasks:
 			template_task_doc = frappe.get_doc('Task', template_task.task)
@@ -769,6 +781,10 @@ def create_project_from_template(sales_order, project_template, customer, compan
 				create_todo("Task", task_doc.name, hod_user, frappe.session.user,
 							f"HOD notified for task: {task_doc.subject}")
 
+			if group_hod_user_id and group_hod_user_id not in assigned_users and group_hod_user_id != hod_user:
+				create_todo("Task", task_doc.name, group_hod_user_id,
+							frappe.session.user, "Task Assign to Customer Group HOD")
+
 		return project
 
 	except Exception:

one_compliance/setup.py

@@ -21,6 +21,7 @@
 from one_compliance.custom.custom_field.opportunity_item import get_opportunity_item_custom_fields
 from one_compliance.custom.custom_field.compliance_sub_category import get_compliance_sub_category_custom_fields
 from one_compliance.custom.custom_field.timesheet_detail import get_timesheet_detail_custom_fields
+from one_compliance.custom.custom_field.customer_group import get_customer_group_custom_fields
 
 # Custom property setter method imports
 from one_compliance.custom.property_setter.contact_email import get_contact_email_property_setters
@@ -146,6 +147,7 @@ def get_custom_fields():
 	custom_fields.update(get_opportunity_item_custom_fields())
 	custom_fields.update(get_compliance_sub_category_custom_fields())
 	custom_fields.update(get_timesheet_detail_custom_fields())
+	custom_fields.update(get_customer_group_custom_fields())
 	custom_fields.update(())
 	return custom_fields