Change status Task automatic

thunq · January 31, 2024, 6:36am

I am currently working on setting up automation in ERPNext to automatically change the status of tasks to ‘Overdue’ once their expected end date has passed, any advice ?

NCP · January 31, 2024, 6:50am

Hi @thunq,

Here, we share the reference of the code, and how it works.

github.com

frappe/erpnext/blob/version-15/erpnext/projects/doctype/task/task.py#L341-L351


      
          def set_tasks_as_overdue():
          	tasks = frappe.get_all(
          		"Task",
          		filters={"status": ["not in", ["Cancelled", "Completed"]]},
          		fields=["name", "status", "review_date"],
          	)
          	for task in tasks:
          		if task.status == "Pending Review":
          			if getdate(task.review_date) > getdate(today()):
          				continue
          		frappe.get_doc("Task", task.name).update_status()

github.com

frappe/erpnext/blob/version-15/erpnext/projects/doctype/task/task.py#L287-L293


      
          	def update_status(self):
          		if self.status not in ("Cancelled", "Completed") and self.exp_end_date:
          			from datetime import datetime
          
          			if self.exp_end_date < datetime.now().date():
          				self.db_set("status", "Overdue", update_modified=False)
          				self.update_project()

I hope this helps.

Thank You!

thunq · January 31, 2024, 11:18pm

Thank you, I will give it a try.

sliwkawsieci · July 9, 2025, 1:00pm

Hi,

I think it would be useful to have the ability to update the status immediately after updating the expected end date, which would be in the future.

I have created this client script, but I also think it would be a useful feature for the ERPnext community. What is the proper way of adding this kind of feature? Should I create a GitHub issue, create a branch for it, and then send a pull request?

frappe.ui.form.on('Task', {
    exp_end_date(frm) {
        if (frm.doc.status === 'Overdue' && frm.doc.exp_end_date) {
            const today = frappe.datetime.str_to_obj(frappe.datetime.get_today());
            const exp_end = frappe.datetime.str_to_obj(frm.doc.exp_end_date);

            if (exp_end > today) {
                frm.set_value('status', 'Working');
            }
        }
    }
});