Visit Management (Frappe)

Backend-only Visit Management app for Frappe/ERPNext. Provides DocTypes, server logic, and automation for field visits and weekly planning—no custom web assets required.

• Compatible with Frappe v15+
• Scope: Backend (DocTypes, Hooks, Scheduler, Fixtures)

Features

• Visit (single DocType) with:
  • Purpose (Select), Client (Lead/Deal/Organization/Customer)
  • Check-in/Check-out with optional photos and geolocation (via settings)
  • Auto-calculated visit duration
  • Completion-only reporting fields
  • Maintenance flow: requires details; on completion, auto-creates and links ERPNext Maintenance Visit if Support Issue isn’t provided
• Weekly Schedule:
  • Child rows: day/time/client/contact/purpose/notes; manager approvals
  • Approve rows and auto-create planned Visits (server RPC + form buttons)
• Settings (singleton): toggles for photos/geolocation/check-in exemption, auto-create behavior, etc.
• Workspace KPIs/Charts/Number Cards as fixtures (optional)

Install

1. From a bench, add the repo and install the app:

bench get-app visit_management <your-git-url>
bench --site <site-name> install-app visit_management

2. Ensure required apps are installed first (hooks specify):

required_apps = ["crm", "hrms", "erpnext"]

Development

• Export fixtures (workspaces, charts, cards, etc.):

bench export-fixtures

• Run migrations and reload metadata:

bench migrate

Packaging

• This app uses pyproject.toml (PEP 621) with Flit for builds.
• Version is defined in visit_management/__init__.py (__version__).
• Source data files (*.json) are included via MANIFEST.in.

Build a distribution:

python -m build  # or: flit build

License

MIT