Feat/migrate audit level to my audits child

audit_management/audit_management/doctype/audit_items/audit_items.json

@@ -11,7 +11,10 @@
   "employee",
   "user_id",
   "employee_name",
-  "email"
+  "email",
+  "status",
+  "attachment",
+  "response"
  ],
  "fields": [
   {
@@ -50,7 +53,7 @@
    "read_only": 1
   },
   {
-   "columns": 2,
+   "columns": 1,
    "fetch_from": "employee.employee_name",
    "fieldname": "employee_name",
    "fieldtype": "Data",
@@ -63,13 +66,33 @@
    "fieldtype": "Data",
    "in_list_view": 1,
    "label": "Email"
+  },
+  {
+   "fieldname": "attachment",
+   "fieldtype": "Attach",
+   "label": "Attachment",
+   "read_only": 1
+  },
+  {
+   "fieldname": "response",
+   "fieldtype": "Small Text",
+   "label": "Response",
+   "read_only": 1
+  },
+  {
+   "columns": 1,
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Status",
+   "options": "\nPending\nNo Response\nResponded\nSkipped"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-02-23 13:35:13.202653",
+ "modified": "2026-02-24 12:31:57.853058",
  "modified_by": "Administrator",
  "module": "Audit Management",
  "name": "Audit Items",

audit_management/audit_management/doctype/my_audits/my_audits.json

@@ -127,6 +127,8 @@
   "ceo_user_id",
   "column_break_yvwil",
   "ceo_mail",
+  "audit_items_section",
+  "audit_stages",
   "new_request_tab",
   "enter_branch_section",
   "emp_branch",
@@ -1102,15 +1104,26 @@
    "fieldtype": "Select",
    "label": "send mail to all ?",
    "options": "\nNo\nYes"
+  },
+  {
+   "fieldname": "audit_items_section",
+   "fieldtype": "Section Break",
+   "label": "Audit Items"
+  },
+  {
+   "fieldname": "audit_stages",
+   "fieldtype": "Table",
+   "label": "Audit Stages",
+   "options": "Audit Items"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-11-10 12:27:27.544584",
+ "modified": "2026-02-23 15:45:48.381781",
  "modified_by": "Administrator",
  "module": "Audit Management",
  "name": "My Audits",
- "naming_rule": "Expression",
+ "naming_rule": "Expression (old style)",
  "owner": "Administrator",
  "permissions": [
   {

audit_management/audit_management/doctype/my_audits/my_audits.py

@@ -5,6 +5,94 @@
 from frappe import _
 from frappe.model.document import Document
 from frappe.utils import now
+class MyAudits(Document):
+    def before_save(self):
+        # Call the new function to populate audit stages
+        populate_audit_stages_on_save(self)
+
+@frappe.whitelist()
+def populate_audit_stages_on_save(doc):
+    """
+    Populates the 'audit_stages' child table of a My Audits document
+    from the linked Audit Level document.
+    This function is intended to be called as a DocType hook (e.g., before_save).
+    """
+
+    if not doc.emp_branch:
+        # If no Audit Level is linked, clear the child table and return
+        doc.set("audit_stages", [])
+        return
+
+    # Define the mapping from Audit Level fields to Audit Items child table fields
+    # Format: (emp_id_field, mail_field, stage_number, stage_name_label)
+    STAGE_MAP = [
+        ("stage_1_bm_emp_id", "stage_1_bm_mail", 1, "BM"),
+        ("stage_2_dh_emp_id", "stage_2_dh_mail", 2, "DH"),
+        ("stage_2_com_emp_id", "stage_2_com_mail", 2, "COM"), # Assuming COM is also stage 2
+        ("stage_3_rm_emp_id", "stage_3_rm_mail", 3, "RM"),
+        ("stage_3_rom_emp_id", "stage_3_rom_mail", 3, "ROM"), # Assuming ROM is also stage 3
+        ("stage_4_zm_emp_id", "stage_4_zm_mail", 4, "ZM"),
+        ("stage_4_zom_emp_id", "stage_4_zom_mail", 4, "ZOM"), # Assuming ZOM is also stage 4
+        ("stage_5_gm_emp_id", "stage_5_gm_mail", 5, "GM"),
+        ("stage_6_hr_emp_id", "stage_6_hr_mail", 6, "HR"),
+        ("stage_7_coo_emp_id", "stage_7_coo_mail", 7, "COO"),
+        ("stage_8_ceo_emp_id", "stage_8_ceo_mail", 8, "CEO"),
+    ]
+
+    try:
+        # Check if the linked Audit Level document exists
+        if not frappe.db.exists("Audit Level", doc.emp_branch):
+            frappe.log_error(f"Audit Level document '{doc.emp_branch}' linked in 'My Audits' '{doc.name}' not found.",
+                             "Populate Audit Stages Hook")
+            doc.set("audit_stages", []) # Clear child table if linked Audit Level is missing
+            return
+
+        audit_level_doc = frappe.get_doc("Audit Level", doc.emp_branch)
+
+        # Clear existing child table entries for idempotency
+        # Only clear if emp_branch has changed or if it's a new document
+        # if doc.has_changed("emp_branch") or doc.is_new():
+        doc.set("audit_stages", [])
+
+        new_audit_stages_entries = []
+
+        for emp_field_id, mail_field, stage_number, stage_name_label in STAGE_MAP:
+            employee_id = audit_level_doc.get(emp_field_id)
+            employee_mail = audit_level_doc.get(mail_field)
+
+            if employee_id:
+                emp_user_id_field = emp_field_id.replace("_emp_id", "_user_id")
+                emp_name_field = emp_field_id.replace("_emp_id", "_name")
+
+                employee_user_id = audit_level_doc.get(emp_user_id_field)
+                employee_name = audit_level_doc.get(emp_name_field)
+
+                new_audit_stages_entries.append({
+                    "doctype": "Audit Items",
+                    "stage": stage_number,
+                    "stage_name": frappe.db.get_value("Audit Stage", {"name": stage_name_label}, "name") or stage_name_label,
+                    "employee": employee_id,
+                    "user_id": employee_user_id,
+                    "employee_name": employee_name,
+                    "email": employee_mail
+                })
+
+        # Sort the entries by stage number
+        new_audit_stages_entries = sorted(
+            new_audit_stages_entries,
+            key=lambda x: int(x.get("stage", 0))
+        )
+
+        # Append sorted entries to the child table and fix idx
+        for i, row_data in enumerate(new_audit_stages_entries, start=1):
+            row = doc.append("audit_stages", row_data)
+            row.idx = i
+
+    except Exception as e:
+        frappe.log_error(f"Error populating 'audit_stages' for 'My Audits' {doc.name}: {e}", "Populate Audit Stages Hook")
+        # Ensure child table is cleared or not populated on error
+        doc.set("audit_stages", [])
+
 class MyAudits(Document):
     pass
 

audit_management/patches.txt

@@ -6,4 +6,5 @@
 # Patches added in this section will be executed after doctypes are migrated
 audit_management.patches.fixtures.add_audit_roles
 audit_management.patches.fixtures.audit_permission_patch
-audit_management.patches.migrate_audit_level_to_child
+audit_management.patches.migrate_audit_level_to_child
+audit_management.patches.migrate_audit_level_to_my_audits_child

audit_management/patches/migrate_audit_level_to_my_audits_child.py

@@ -0,0 +1,116 @@
+import frappe
+
+def execute():
+    """
+    Migrates stage information from linked Audit Level documents into the
+    'audit_stages' child table of My Audits documents.
+    Ensures idempotency and proper sorting.
+    """
+
+    print("=======================================================")
+    print("🚀 Starting Migration Patch: Audit Level to My Audits Child Table")
+    print("=======================================================")
+
+    # Define the mapping from Audit Level fields to Audit Items child table fields
+    # Format: (emp_id_field, mail_field, stage_number, stage_name_label)
+    STAGE_MAP = [
+        ("stage_1_bm_emp_id", "stage_1_bm_mail", 1, "BM"),
+        ("stage_2_dh_emp_id", "stage_2_dh_mail", 2, "DH"),
+        ("stage_2_com_emp_id", "stage_2_com_mail", 2, "COM"), # Assuming COM is also stage 2
+        ("stage_3_rm_emp_id", "stage_3_rm_mail", 3, "RM"),
+        ("stage_3_rom_emp_id", "stage_3_rom_mail", 3, "ROM"), # Assuming ROM is also stage 3
+        ("stage_4_zm_emp_id", "stage_4_zm_mail", 4, "ZM"),
+        ("stage_4_zom_emp_id", "stage_4_zom_mail", 4, "ZOM"), # Assuming ZOM is also stage 4
+        ("stage_5_gm_emp_id", "stage_5_gm_mail", 5, "GM"),
+        ("stage_6_hr_emp_id", "stage_6_hr_mail", 6, "HR"),
+        ("stage_7_coo_emp_id", "stage_7_coo_mail", 7, "COO"),
+        ("stage_8_ceo_emp_id", "stage_8_ceo_mail", 8, "CEO"),
+    ]
+
+    # Get all My Audits documents that have an emp_branch linked to an Audit Level
+    my_audits_list = frappe.get_all(
+        "My Audits",
+        filters={"emp_branch": ["is", "set"]},
+        fields=["name", "emp_branch"]
+    )
+
+    print(f"🔎 Found {len(my_audits_list)} 'My Audits' documents with linked 'Audit Level'.\n")
+
+    for my_audit_data in my_audits_list:
+        my_audit_name = my_audit_data.name
+        audit_level_name = my_audit_data.emp_branch
+
+        print(f"➡ Processing 'My Audits' document: {my_audit_name} (Linked to 'Audit Level': {audit_level_name})")
+
+        try:
+            # Load the My Audits document
+            my_audit_doc = frappe.get_doc("My Audits", my_audit_name)
+
+            # Check if the linked Audit Level document exists
+            if not frappe.db.exists("Audit Level", audit_level_name):
+                frappe.log_error(f"Audit Level document '{audit_level_name}' linked in 'My Audits' '{my_audit_name}' not found. Skipping.",
+                                 "Audit Level to My Audits Migration")
+                print(f"   ⚠️  Audit Level '{audit_level_name}' not found. Skipping 'My Audits': {my_audit_name}\n")
+                continue # Skip to the next My Audits document
+
+            audit_level_doc = frappe.get_doc("Audit Level", audit_level_name)
+
+            # Clear existing child table entries for idempotency
+            my_audit_doc.set("audit_stages", [])
+
+            new_audit_stages_entries = []
+
+            for emp_field_id, mail_field, stage_number, stage_name_label in STAGE_MAP:
+                employee_id = audit_level_doc.get(emp_field_id)
+                employee_mail = audit_level_doc.get(mail_field)
+
+                if employee_id:
+                    # Deriving user_id and employee_name from the Audit Level doc
+                    # based on the fetch_from definitions in audit_level.json
+                    emp_user_id_field = emp_field_id.replace("_emp_id", "_user_id")
+                    emp_name_field = emp_field_id.replace("_emp_id", "_name")
+
+                    employee_user_id = audit_level_doc.get(emp_user_id_field)
+                    employee_name = audit_level_doc.get(emp_name_field)
+
+                    # Create a new entry for the child table
+                    new_audit_stages_entries.append({
+                        "doctype": "Audit Items", # Child DocType name
+                        "stage": stage_number,
+                        # Link to Audit Stage if exists, otherwise just the label.
+                        # Assuming Audit Stage DocTypes exist with these names.
+                        "stage_name": frappe.db.get_value("Audit Stage", {"name": stage_name_label}, "name") or stage_name_label,
+                        "employee": employee_id,
+                        "user_id": employee_user_id,
+                        "employee_name": employee_name,
+                        "email": employee_mail
+                    })
+
+            # Sort the entries by stage number
+            new_audit_stages_entries = sorted(
+                new_audit_stages_entries,
+                key=lambda x: int(x.get("stage", 0))
+            )
+
+            # Append sorted entries to the child table and fix idx
+            for i, row_data in enumerate(new_audit_stages_entries, start=1):
+                row = my_audit_doc.append("audit_stages", row_data)
+                row.idx = i
+
+            # Save the My Audits document, ignoring validations for migration
+            my_audit_doc.flags.ignore_mandatory = True
+            my_audit_doc.flags.ignore_validate = True
+            my_audit_doc.save(ignore_permissions=True)
+
+            print(f"   ✅ Successfully migrated stages for 'My Audits': {my_audit_name}\n")
+
+        except Exception as e:
+            frappe.log_error(f"Error migrating 'My Audits' {my_audit_name}: {e}", "Audit Level to My Audits Migration")
+            print(f"   ❌ Failed to migrate stages for 'My Audits': {my_audit_name}. Error: {e}\n")
+            frappe.db.rollback() # Rollback changes for this document on error
+
+    frappe.db.commit() # Final commit for all successful operations
+
+    print("=========================================================")
+    print("🎯 Audit Level to My Audits Child Table Migration Patch Completed")
+    print("=========================================================\n")