Form Customisation recommendation

Hi,

I'm planing to do some customisation to the Project module and would like some advice on how to do it correctly.
When a new project is created. we often have a set of milestones thats need to be accomplish. 
  the easies way to accomplished this is by editing the 'Project Milestones' table. Changing the field type from 'Text' to 'Select'
with a fix set of Milestones.  << is this safe to do so?? will it cause any issue or trouble in the future? 

 Alternatively, I could create a new docType call something like 'Milestone Type' and add this field to the 'Project Milestones' table which could populate the 'Milestone' field. the extra work also allow user to add new milestone type. << Same question as above. is it safe to do so? if so, where do define/create new docType? I hope we don't have to create a 'Module Def' just for this. -_-''

 lastly, it would be nice to have milestones create set of tasks automatically. How would I achieve this? any input to the solution is much appreciated. 

cheers.



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On 02-Jul-2014, at 9:36 pm, Nonnatee Kanjana <no...@ps-groups.com> wrote:

Hi,

I'm planing to do some customisation to the Project module and would like some advice on how to do it correctly.
When a new project is created. we often have a set of milestones thats need to be accomplish. 
  the easies way to accomplished this is by editing the 'Project Milestones' table. Changing the field type from 'Text' to 'Select'
with a fix set of Milestones.  << is this safe to do so?? will it cause any issue or trouble in the future? 

Nothing wrong.


 Alternatively, I could create a new docType call something like 'Milestone Type' and add this field to the 'Project Milestones' table which could populate the 'Milestone' field. the extra work also allow user to add new milestone type. << Same question as above. is it safe to do so? if so, where do define/create new docType? I hope we don't have to create a 'Module Def' just for this. -_-''

You can create the DocType in the projects module itself your own fork - but you will have to keep merging changes from the product manually and manage the conflicts.

Or if your feature is generic enough, you can send us a pull-request and it can be a part of the product so you don't have to keep managing updates manually.

 lastly, it would be nice to have milestones create set of tasks automatically. How would I achieve this? any input to the solution is much appreciated. 

You can write a python module to do it and add a hook via "hooks.py" to the validate event of Project - to add new tasks when a new milestone is created.


cheers.




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Note:

 

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