[1.0.1] - 2025-12-21

[1.0.1] - 2025-12-21

Added

Core Gate Pass Module

• Gate Pass DocType with comprehensive material movement tracking
  • Auto-generated gate pass IDs with fiscal year naming series (GP-2025-26/00001)
  • Entry Type support (Gate In, Gate Out)
  • Document reference system supporting multiple source document types
  • Vehicle and driver information capture
  • Security guard tracking with auto-populated user information
  • Gate entry date and time tracking
  • Status lifecycle management (Draft, Submitted, Receipt Created, Cancelled)
  • Custom HTML-based item management UI with todo-list style interface
  • Color-coded item status indicators (red for pending, green for fully received)
  • Item-level discrepancy logging (lost/damaged quantities)
  • Multi-pass allocation support for partial dispatches

Purchase Order & Subcontracting Order Integration

• Inbound Material Tracking for Purchase Orders

  • Auto-fetch items from Purchase Orders with ordered quantities
  • Pending quantity calculation (ordered - already received)
  • Support for partial deliveries across multiple gate passes
  • Rate Contract support with relaxed quantity validation
  • Auto-population of supplier and supplier address from Purchase Order
  • Seamless conversion to Purchase Receipt with item-level mapping
  • Custom field linking Purchase Receipt to source Gate Pass

• Subcontracting Order Integration

  • Full support for subcontracting material movements
  • Auto-fetch items from Subcontracting Orders
  • Conversion to Subcontracting Receipt with complete data mapping
  • Custom field linking Subcontracting Receipt to source Gate Pass
  • Support for both raw material dispatch and finished goods receipt

Sales Document Integration (Gate Out)

• Sales Invoice & Delivery Note Support
  • Outbound gate pass creation from Sales Invoices
  • Outbound gate pass creation from Delivery Notes
  • Auto-population of vehicle number, driver name, and driver contact from sales documents
  • Read-only dispatched quantities to maintain data integrity
  • Auto-populated dispatch date and time
  • Compliance validation for e-invoice and e-way bill requirements
  • Hard-block submission when required compliance documents are missing (based on GST Settings threshold)
  • Integration with ERPNext GST Settings for e-waybill threshold validation

Stock Entry Integration

• Material Transfer Support

  • Automatic gate pass creation for Material Transfer Stock Entries
  • External Transfer checkbox on Stock Entry for gate documentation
  • Background job processing for non-blocking gate pass creation
  • Support for both outbound and inbound material transfers
  • Return material transfer handling with outbound reference linking
  • Manual gate pass creation with Stock Entry linking
  • Custom fields on Stock Entry: ge_external_transfer, ge_gate_pass_instruction, gate_pass

• Send to Subcontractor Support

  • Automatic gate pass creation for subcontracting Stock Entries
  • Complete integration with subcontracting workflow
  • Material tracking for subcontractor dispatches and receipts

• Multi-Pass Allocation System

  • Multiple gate passes per Stock Entry for partial dispatches
  • Quantity allocation validation preventing over-allocation
  • Database-level locking (SELECT FOR UPDATE) for concurrent scenarios
  • Remaining quantity calculations per item
  • Allocation tracking across all linked gate passes

• Discrepancy Management

  • Lost quantity logging at gate level
  • Damaged quantity tracking
  • Discrepancy validation ensuring quantities don't exceed movement quantities
  • Automatic field clearing when discrepancy flag is unchecked

• Cancellation Handling

  • Independent gate pass cancellation without affecting Stock Entry
  • Automatic reference cleanup when Stock Entry is cancelled
  • Auto-cancellation of gate passes when source Stock Entry is cancelled
  • Quantity reservation release on cancellation

Reports & Analytics

• Pending Gate Passes Report

  • Track all submitted gate passes awaiting receipt creation
  • Aging calculation (days since submission)
  • Color-coded aging indicators (green < 1 day, yellow 1-2 days, red > 2 days)
  • Filtering by date range, supplier, company, document type
  • Stock Entry integration with type, warehouse, and posting date display
  • Item-level details for each pending gate pass
  • Support for both inbound and outbound gate passes

• Gate Register Report

  • Daily log of all gate pass activities
  • Comprehensive material movement tracking
  • Vehicle and driver information display
  • Material summary with item-level details
  • Filtering by date range, entry type, supplier, vehicle number
  • Stock Entry metadata display (type, warehouses, posting dates)
  • Return material transfer tracking with outbound reference
  • Excel and PDF export functionality

• Material Reconciliation Report

  • Comparison between gate pass quantities and receipt quantities
  • Discrepancy highlighting for review
  • Document-wise summary (Purchase Order, Subcontracting Order, Sales Invoice, Delivery Note, Stock Entry)
  • Stock Entry allocated quantity calculation (sum of gate pass quantities)
  • Item-level reconciliation with detailed breakdown
  • Warehouse information display
  • Filtering by date range, document type, supplier, stock entry type
  • Support for return material transfer reconciliation

User Interface & Experience

• Custom HTML Item Management UI

  • Modern todo-list style interface for gate pass items
  • Add/remove items with +/- icons
  • Info icon (i) for detailed item information (UOM, Ordered Qty, Pending Qty, Description)
  • Real-time quantity validation
  • Mobile-responsive design for tablet/phone usage at gates
  • Color-coded status indicators
  • Seamless integration with child table for backend processing

• Form Enhancements

  • Auto-population of supplier and address from reference documents
  • Dynamic "Get Items" button based on reference selection
  • Context-aware receipt creation buttons (Purchase Receipt vs Subcontracting Receipt)
  • Compliance warning display for outbound dispatches
  • Status-based button visibility and enabling/disabling
  • Auto-refresh after receipt creation

Permissions & Security

• Role-Based Access Control
  • Gate User role: Create, Read, Submit gate passes
  • Store Manager role: Full gate pass management + receipt creation
  • Purchase User role: Read-only access
  • System Manager: Full administrative access
  • Security Guard role with hardened permissions (read-only access to Sales Invoice, Delivery Note, GST Settings)
  • Company-based data isolation

Technical Infrastructure

• Document Event Hooks
  • Stock Entry on_submit event for automatic gate pass creation
  • Stock Entry on_cancel event for reference cleanup
  • Stock Entry on_trash event for complete cleanup
  • Purchase Receipt and Subcontracting Receipt event handlers
  • Automatic reference management on document lifecycle events

Changed

• Gate Pass DocType structure enhanced with new fields and validations
• Report queries updated to support Stock Entry integration
• Custom field system for seamless ERPNext integration
• Form layouts optimized for security guard workflow

Technical Details

• Database-level locking (SELECT FOR UPDATE) for allocation validation
• Automatic reference cleanup on document cancellation
• ERPNext v15 compatibility verified and tested
• Python 3.10+ support

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