Roster/booking: doctypes + custom fields ERPNext (idempotent)
- create_roster_doctypes.py : Shift Template/Requirement/Assignment, Tech Availability - setup_dispatch_custom_fields.py : efficiency, skills, coût chargé (Dispatch Technician) + booking_prefs/status/token (Dispatch Job) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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frappe-setup/create_roster_doctypes.py
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frappe-setup/create_roster_doctypes.py
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"""
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Roster / Planification — création des DocTypes custom dans ERPNext facturation
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==============================================================================
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À côté de Dispatch Technician / Dispatch Job. Tout en `custom: 1` (stocké en DB,
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aucune modif de fichier d'app, aucun `bench migrate`). ADDITIF : ne touche ni la
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facturation ni les flux existants.
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DocTypes créés :
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- Shift Template : modèles de shifts (heures, couleur, couverture/compétences défaut)
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- Shift Requirement : besoin de couverture par date/zone (→ « dispo vs requis »)
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- Shift Assignment : assignation tech↔date↔shift (statut Proposé/Publié, source solveur/manuel)
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- Tech Availability : congé / pause / indispo (workflow Demandé→Approuvé)
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Exécution (depuis le host) :
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docker cp create_roster_doctypes.py erpnext-backend-1:/tmp/create_roster_doctypes.py
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docker exec -i erpnext-backend-1 bash -lc \
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"cd /home/frappe/frappe-bench && bench --site erp.gigafibre.ca console" <<'EOF'
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exec(open('/tmp/create_roster_doctypes.py').read())
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EOF
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"""
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import frappe
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# Lancer via : cd /home/frappe/frappe-bench && env/bin/python create_roster_doctypes.py
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# (vrai module → portée correcte, contrairement à exec() dans la console IPython).
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frappe.init(site="erp.gigafibre.ca", sites_path="sites")
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frappe.connect()
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frappe.flags.ignore_permissions = True
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MODULE = "Core"
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PERMISSIONS = [
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{"role": "System Manager", "read": 1, "write": 1, "create": 1, "delete": 1},
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{"role": "Administrator", "read": 1, "write": 1, "create": 1, "delete": 1},
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]
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SHIFT_TEMPLATE_FIELDS = [
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{"fieldname": "template_name", "fieldtype": "Data", "label": "Nom du modèle", "reqd": 1, "in_list_view": 1},
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{"fieldname": "cb1", "fieldtype": "Column Break"},
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{"fieldname": "start_time", "fieldtype": "Time", "label": "Heure de début"},
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{"fieldname": "end_time", "fieldtype": "Time", "label": "Heure de fin"},
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{"fieldname": "hours", "fieldtype": "Float", "label": "Durée (h)", "description": "Heures payées (hors pause)"},
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{"fieldname": "sb1", "fieldtype": "Section Break", "label": "Couverture & affichage"},
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{"fieldname": "zone", "fieldtype": "Data", "label": "Zone par défaut"},
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{"fieldname": "default_required", "fieldtype": "Int", "label": "Effectif requis (défaut)", "default": "1"},
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{"fieldname": "required_skills", "fieldtype": "Small Text", "label": "Compétences requises",
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"description": "Séparées par des virgules (ex: fibre,cuivre)"},
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{"fieldname": "cb2", "fieldtype": "Column Break"},
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{"fieldname": "color", "fieldtype": "Data", "label": "Couleur (hex)", "default": "#1976d2"},
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{"fieldname": "active", "fieldtype": "Check", "label": "Actif", "default": "1"},
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]
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SHIFT_REQUIREMENT_FIELDS = [
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{"fieldname": "requirement_date", "fieldtype": "Date", "label": "Date", "reqd": 1, "in_list_view": 1},
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{"fieldname": "shift_template", "fieldtype": "Link", "options": "Shift Template", "label": "Modèle de shift", "reqd": 1, "in_list_view": 1},
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{"fieldname": "zone", "fieldtype": "Data", "label": "Zone", "in_list_view": 1},
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{"fieldname": "required_count", "fieldtype": "Int", "label": "Effectif requis", "default": "1", "reqd": 1, "in_list_view": 1},
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{"fieldname": "required_skills", "fieldtype": "Small Text", "label": "Compétences requises"},
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]
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SHIFT_ASSIGNMENT_FIELDS = [
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{"fieldname": "technician", "fieldtype": "Data", "label": "Technicien (ID)", "reqd": 1, "in_list_view": 1},
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{"fieldname": "technician_name", "fieldtype": "Data", "label": "Nom du technicien", "in_list_view": 1},
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{"fieldname": "assignment_date", "fieldtype": "Date", "label": "Date", "reqd": 1, "in_list_view": 1},
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{"fieldname": "cb1", "fieldtype": "Column Break"},
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{"fieldname": "shift_template", "fieldtype": "Link", "options": "Shift Template", "label": "Modèle de shift", "reqd": 1, "in_list_view": 1},
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{"fieldname": "zone", "fieldtype": "Data", "label": "Zone"},
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{"fieldname": "hours", "fieldtype": "Float", "label": "Heures"},
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{"fieldname": "sb1", "fieldtype": "Section Break"},
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{"fieldname": "status", "fieldtype": "Select", "options": "Proposé\nPublié\nAnnulé", "default": "Proposé", "label": "Statut", "in_list_view": 1},
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{"fieldname": "source", "fieldtype": "Select", "options": "solveur\nmanuel", "default": "solveur", "label": "Source"},
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]
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TECH_AVAILABILITY_FIELDS = [
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{"fieldname": "technician", "fieldtype": "Data", "label": "Technicien (ID)", "reqd": 1, "in_list_view": 1},
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{"fieldname": "technician_name", "fieldtype": "Data", "label": "Nom du technicien", "in_list_view": 1},
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{"fieldname": "cb1", "fieldtype": "Column Break"},
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{"fieldname": "availability_type", "fieldtype": "Select", "options": "Congé\nPause\nIndisponible\nMaladie", "default": "Congé", "label": "Type", "in_list_view": 1},
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{"fieldname": "status", "fieldtype": "Select", "options": "Demandé\nApprouvé\nRefusé", "default": "Demandé", "label": "Statut", "in_list_view": 1},
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{"fieldname": "sb1", "fieldtype": "Section Break"},
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{"fieldname": "from_date", "fieldtype": "Date", "label": "Du", "reqd": 1, "in_list_view": 1},
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{"fieldname": "to_date", "fieldtype": "Date", "label": "Au", "reqd": 1, "in_list_view": 1},
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{"fieldname": "cb2", "fieldtype": "Column Break"},
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{"fieldname": "reason", "fieldtype": "Small Text", "label": "Motif"},
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{"fieldname": "approver", "fieldtype": "Data", "label": "Approbateur"},
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]
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DOCTYPES = [
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("Shift Template", SHIFT_TEMPLATE_FIELDS, "field:template_name"),
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("Shift Requirement", SHIFT_REQUIREMENT_FIELDS, "hash"),
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("Shift Assignment", SHIFT_ASSIGNMENT_FIELDS, "hash"),
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("Tech Availability", TECH_AVAILABILITY_FIELDS, "hash"),
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]
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out = []
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def log(*a):
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out.append(" ".join(str(x) for x in a))
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print(*a)
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def create_dt(name, fields, autoname):
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if frappe.db.exists("DocType", name):
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log("EXISTS", name)
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return
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try:
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doc = frappe.new_doc("DocType")
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doc.update({
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"name": name,
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"module": MODULE,
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"custom": 1,
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"autoname": autoname,
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"naming_rule": "Expression" if autoname.startswith("field:") else "Random",
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"track_changes": 1,
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"fields": fields,
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"permissions": PERMISSIONS,
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})
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doc.insert(ignore_permissions=True)
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frappe.db.commit()
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log("CREATED", name)
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except Exception as e:
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frappe.db.rollback()
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log("ERROR", name, "->", str(e)[:200])
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for name, fields, autoname in DOCTYPES:
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create_dt(name, fields, autoname)
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open("/tmp/roster_out.txt", "w").write("\n".join(out))
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log("DONE")
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53
frappe-setup/setup_dispatch_custom_fields.py
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frappe-setup/setup_dispatch_custom_fields.py
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"""
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Custom Fields pour la planification (Roster AI) + prise de RDV — idempotent.
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==========================================================================
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Consolide tous les champs ajoutés à Dispatch Technician et Dispatch Job pour
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le module Roster/Planification et le booking. Remplace les scripts épars.
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Exécution :
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docker cp setup_dispatch_custom_fields.py erpnext-backend-1:/tmp/
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docker exec erpnext-backend-1 sh -lc \
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"cd /home/frappe/frappe-bench && env/bin/python /tmp/setup_dispatch_custom_fields.py"
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(créer d'abord /home/frappe/logs si frappe.init s'en plaint — cf.
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reference_frappe_hr_postgres.md §Pièges scripts)
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"""
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import frappe
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frappe.init(site="erp.gigafibre.ca", sites_path="sites")
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frappe.connect()
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frappe.flags.ignore_permissions = True
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# (dt, fieldname, label, fieldtype, options, default, insert_after, extra)
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FIELDS = [
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# ── Dispatch Technician : cadence, coût chargé, compétences ──
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("Dispatch Technician", "efficiency", "Cadence (facteur temps)", "Float", None, "1.0", "tech_group",
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{"description": "1.0 = normal · 1.10 = +10% (plus lent) · 0.90 = -10% (plus rapide)"}),
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("Dispatch Technician", "skills", "Compétences", "Data", None, None, "tech_group",
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{"description": "Séparées par des virgules, ex: fibre,cuivre,aerien"}),
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("Dispatch Technician", "cost_salary_h", "Salaire horaire ($/h)", "Float", None, "0", "efficiency", {}),
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("Dispatch Technician", "cost_charges_pct", "Charges sociales (%)", "Float", None, "0", "cost_salary_h", {}),
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("Dispatch Technician", "cost_other_h", "Autres coûts/h ($ véhicule, outils, frais)", "Float", None, "0", "cost_charges_pct", {}),
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# ── Dispatch Job : prise de RDV ──
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("Dispatch Job", "booking_prefs", "Préférences RDV (JSON)", "Small Text", None, None, "status", {}),
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("Dispatch Job", "booking_status", "Statut RDV", "Select", "À planifier\nProposé\nConfirmé\nAnnulé", "À planifier", "booking_prefs", {}),
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("Dispatch Job", "booking_token", "Jeton RDV client", "Data", None, None, "booking_status",
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{"read_only": 1, "no_copy": 1}),
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]
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for dt, fn, label, ft, opts, default, after, extra in FIELDS:
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cf = f"{dt}-{fn}"
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if frappe.db.exists("Custom Field", cf):
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print("EXISTS", cf)
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continue
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doc = {"doctype": "Custom Field", "dt": dt, "fieldname": fn, "label": label,
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"fieldtype": ft, "insert_after": after}
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if opts:
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doc["options"] = opts
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if default is not None:
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doc["default"] = default
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doc.update(extra or {})
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frappe.get_doc(doc).insert()
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print("CREATED", cf)
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frappe.db.commit()
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print("DONE")
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