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Project Planner

Project Planner is an ERPNext/Frappe v15/v16 enhancement layer for users who are familiar with basic Microsoft Project planning workflows.

It does not replace ERPNext's standard Project, Task, or Task Depends On DocTypes. Those remain the system of record.

First PR scope

  • Frappe app scaffold for ERPNext/Frappe v15 and v16.
  • Idempotent migrate patch containing the supplied Custom Field and Property Setter exports.
  • Project Number added to the standard Project Link search fields.
  • Project Planner Settings single DocType.
  • Whitelisted planning APIs over standard Project/Task records.
  • Frappe-UI/Vue planner shell with:
    • standard Project Link search;
    • task hierarchy grid;
    • checkbox multi-selection;
    • toolbar Link / Unlink / Refresh actions;
    • FS / SS / FF / SF dependency type;
    • lag / lead input;
    • visible successor relationships.

The supplied Project Gantt View Custom HTML Block is treated as a UX/behavior reference, not the final architecture.

Dependency convention

The current Project Planner convention intentionally treats rows in Task.depends_on as successors:

Task A.depends_on -> Task B

means:

Task A -> Task B
predecessor  successor

This differs from ERPNext's native predecessor interpretation in some Task controller methods. The initial PR isolates the planner UI/API but does not yet override the full ERPNext Task scheduling controller. That controller alignment should be reviewed and tested before automatic recursive scheduling is moved from site Server Scripts into the app.

Install

bench get-app https://github.com/Aakvatech-Limited/Project-Planner
bench --site <site> install-app project_planner
bench --site <site> migrate

A root package.json exposes the frontend build to Bench. The app's after_install hook additionally builds the frontend if the compiled bundle is missing, including when the app is installed before Bench runs its normal asset build. Node.js and npm must be available on the bench host. Installation fails with the actual npm error if compilation fails; it does not silently leave a broken frontend.

Frontend builds on upgrade

The deployment process should run bench build --app project_planner after updating the app. The root build script installs frontend dependencies and invokes Vite. A normal bench --site <site> migrate does not compile frontend assets.

To build manually for troubleshooting:

cd apps/project_planner
npm run build
cd ../..
bench build --app project_planner

The bundle is written to project_planner/public/frontend. Open Project Planner from Desk after assets are available.

Development direction

The next planner UX iterations can add MS Project-style toolbar actions such as Indent, Outdent, Add Task, Delete Task, Milestone, Baseline, zoom controls, and a synchronized Gantt pane without replacing the ERPNext Project/Task data model.

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