refactor: project module form cleanup

erpnext/projects/doctype/project/project.js

@@ -205,7 +205,7 @@ frappe.ui.form.on("Project", {
 
 	collect_progress: function (frm) {
 		if (frm.doc.collect_progress && !frm.doc.subject) {
-			frm.set_value("subject", __("For project {0}, update your status", [frm.doc.name]));
+			frm.set_value("subject", __("For project - {0}, update your status", [frm.doc.project_name]));
 		}
 	},
 });

erpnext/projects/doctype/project/project.json

@@ -12,29 +12,21 @@
   "project_name",
   "status",
   "project_type",
-  "is_active",
   "percent_complete_method",
-  "percent_complete",
   "column_break_5",
   "project_template",
-  "expected_start_date",
-  "expected_end_date",
   "priority",
   "department",
-  "customer_details",
-  "customer",
-  "column_break_14",
-  "sales_order",
-  "users_section",
-  "users",
-  "copied_from",
-  "section_break0",
-  "notes",
+  "is_active",
+  "percent_complete",
   "section_break_18",
+  "expected_start_date",
   "actual_start_date",
   "actual_time",
   "column_break_20",
+  "expected_end_date",
   "actual_end_date",
+  "costing_tab",
   "project_details",
   "estimated_costing",
   "total_costing_amount",
@@ -50,7 +42,7 @@
   "gross_margin",
   "column_break_37",
   "per_gross_margin",
-  "monitor_progress",
+  "monitor_progress_tab",
   "collect_progress",
   "holiday_list",
   "frequency",
@@ -63,7 +55,18 @@
   "weekly_time_to_send",
   "column_break_45",
   "subject",
-  "message"
+  "message",
+  "more_info_tab",
+  "customer_details",
+  "customer",
+  "column_break_14",
+  "sales_order",
+  "users_section",
+  "users",
+  "copied_from",
+  "section_break0",
+  "notes",
+  "connections_tab"
  ],
  "fields": [
   {
@@ -231,7 +234,7 @@
    "collapsible": 1,
    "fieldname": "section_break_18",
    "fieldtype": "Section Break",
-   "label": "Start and End Dates"
+   "label": "Timeline"
   },
   {
    "fieldname": "actual_start_date",
@@ -258,7 +261,6 @@
    "read_only": 1
   },
   {
-   "collapsible": 1,
    "fieldname": "project_details",
    "fieldtype": "Section Break",
    "label": "Costing and Billing",
@@ -329,7 +331,6 @@
    "options": "Cost Center"
   },
   {
-   "collapsible": 1,
    "fieldname": "margin",
    "fieldtype": "Section Break",
    "label": "Margin",
@@ -357,12 +358,6 @@
    "oldfieldtype": "Currency",
    "read_only": 1
   },
-  {
-   "collapsible": 1,
-   "fieldname": "monitor_progress",
-   "fieldtype": "Section Break",
-   "label": "Monitor Progress"
-  },
   {
    "default": "0",
    "fieldname": "collect_progress",
@@ -455,6 +450,27 @@
    "fieldtype": "Data",
    "label": "Subject",
    "mandatory_depends_on": "collect_progress"
+  },
+  {
+   "fieldname": "costing_tab",
+   "fieldtype": "Tab Break",
+   "label": "Costing"
+  },
+  {
+   "fieldname": "monitor_progress_tab",
+   "fieldtype": "Tab Break",
+   "label": "Progress"
+  },
+  {
+   "fieldname": "more_info_tab",
+   "fieldtype": "Tab Break",
+   "label": "More Info"
+  },
+  {
+   "fieldname": "connections_tab",
+   "fieldtype": "Tab Break",
+   "label": "Connections",
+   "show_dashboard": 1
   }
  ],
  "icon": "fa fa-puzzle-piece",
@@ -462,7 +478,7 @@
  "index_web_pages_for_search": 1,
  "links": [],
  "max_attachments": 4,
- "modified": "2025-08-21 17:57:58.314809",
+ "modified": "2026-03-04 11:09:55.253367",
  "modified_by": "Administrator",
  "module": "Projects",
  "name": "Project",

erpnext/projects/doctype/task/task.json

@@ -13,7 +13,6 @@
   "type",
   "color",
   "is_group",
-  "is_template",
   "column_break0",
   "status",
   "priority",
@@ -21,17 +20,21 @@
   "parent_task",
   "completed_by",
   "completed_on",
+  "section_break_dafi",
+  "is_template",
+  "column_break_vvfp",
+  "start",
+  "duration",
   "sb_timeline",
   "exp_start_date",
   "expected_time",
-  "start",
   "column_break_11",
   "exp_end_date",
   "progress",
-  "duration",
   "is_milestone",
   "sb_details",
   "description",
+  "dependencies_tab",
   "sb_depends_on",
   "depends_on",
   "depends_on_tasks",
@@ -44,12 +47,13 @@
   "total_costing_amount",
   "column_break_20",
   "total_billing_amount",
+  "more_info_tab",
   "sb_more_info",
+  "company",
   "review_date",
   "closing_date",
   "column_break_22",
   "department",
-  "company",
   "lft",
   "rgt",
   "old_parent",
@@ -78,7 +82,6 @@
    "oldfieldname": "project",
    "oldfieldtype": "Link",
    "options": "Project",
-   "remember_last_selected_value": 1,
    "search_index": 1
   },
   {
@@ -218,7 +221,6 @@
   {
    "fieldname": "sb_depends_on",
    "fieldtype": "Section Break",
-   "label": "Dependencies",
    "oldfieldtype": "Section Break"
   },
   {
@@ -298,10 +300,9 @@
    "read_only": 1
   },
   {
-   "collapsible": 1,
    "fieldname": "sb_more_info",
    "fieldtype": "Section Break",
-   "label": "More Info"
+   "label": "Additional Info"
   },
   {
    "depends_on": "eval:doc.status == \"Closed\" || doc.status == \"Pending Review\"",
@@ -334,8 +335,7 @@
    "fieldname": "company",
    "fieldtype": "Link",
    "label": "Company",
-   "options": "Company",
-   "remember_last_selected_value": 1
+   "options": "Company"
   },
   {
    "fieldname": "lft",
@@ -398,6 +398,24 @@
    "fieldtype": "Data",
    "hidden": 1,
    "label": "Template Task"
+  },
+  {
+   "fieldname": "dependencies_tab",
+   "fieldtype": "Tab Break",
+   "label": "Dependencies"
+  },
+  {
+   "fieldname": "more_info_tab",
+   "fieldtype": "Tab Break",
+   "label": "More Info"
+  },
+  {
+   "fieldname": "section_break_dafi",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_vvfp",
+   "fieldtype": "Column Break"
   }
  ],
  "icon": "fa fa-check",
@@ -405,7 +423,7 @@
  "is_tree": 1,
  "links": [],
  "max_attachments": 5,
- "modified": "2026-02-05 09:58:38.052875",
+ "modified": "2026-03-04 11:47:10.454548",
  "modified_by": "Administrator",
  "module": "Projects",
  "name": "Task",

erpnext/projects/doctype/task/task.py

@@ -138,6 +138,8 @@ class Task(NestedSet):
 	def validate_status(self):
 		if self.is_template and self.status != "Template":
 			self.status = "Template"
+		if self.status == "Template" and not self.is_template:
+			self.status = "Open"
 		if self.status != self.get_db_value("status") and self.status == "Completed":
 			for d in self.depends_on:
 				if frappe.db.get_value("Task", d.task, "status") not in ("Completed", "Cancelled"):

erpnext/projects/doctype/timesheet/timesheet.json

@@ -18,28 +18,29 @@
   "column_break_3",
   "status",
   "parent_project",
-  "employee_detail",
-  "employee",
-  "employee_name",
-  "department",
-  "column_break_9",
   "user",
   "start_date",
   "end_date",
+  "employee_detail",
+  "employee",
+  "department",
+  "column_break_9",
+  "employee_name",
   "section_break_5",
   "time_logs",
   "working_hours",
   "total_hours",
+  "billing_tab",
   "billing_details",
   "total_billable_hours",
+  "total_billable_amount",
+  "total_costing_amount",
   "base_total_billable_amount",
-  "base_total_billed_amount",
   "base_total_costing_amount",
   "column_break_10",
   "total_billed_hours",
-  "total_billable_amount",
   "total_billed_amount",
-  "total_costing_amount",
+  "base_total_billed_amount",
   "per_billed",
   "section_break_18",
   "note",
@@ -176,7 +177,6 @@
    "read_only": 1
   },
   {
-   "collapsible": 1,
    "fieldname": "billing_details",
    "fieldtype": "Section Break",
    "label": "Billing Details",
@@ -304,13 +304,18 @@
    "fieldname": "exchange_rate",
    "fieldtype": "Float",
    "label": "Exchange Rate"
+  },
+  {
+   "fieldname": "billing_tab",
+   "fieldtype": "Tab Break",
+   "label": "Billing"
   }
  ],
  "icon": "fa fa-clock-o",
  "idx": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-12-19 13:48:23.453636",
+ "modified": "2026-03-04 11:56:51.438298",
  "modified_by": "Administrator",
  "module": "Projects",
  "name": "Timesheet",