Changelog

Version History

v1.0.0 — Initial Release

Phase 1 — Core Engine

• Approval Reminder Rule DocType — target any DocType + workflow state + pending threshold
• Daily scheduler for processing all enabled rules
• Email and System notification channels
• Idempotent de-duplication within frequency windows
• Reminder Log with Sent / Failed / Skipped statuses
• Row-level permissions on Reminder Log (users see only their own entries)
• Approval Reminder Settings singleton with global caps and defaults

Phase 2 — Dashboard & API

• Approval Reminder Manager workspace with KPI dashboard
• get_dashboard_metrics() API endpoint
• get_pending_approvals() API endpoint with optional rule filter
• send_reminder() API endpoint for on-demand dispatch
• run_now() API endpoint for manual scheduler trigger
• Pending Approvals report

Phase 3 — Escalation, SLA & Send Window

• Multi-step escalation with configurable day thresholds (Escalation Step child DocType)
• Escalate To User and Escalate To Role support
• Escalation Level tracking in Reminder Log
• Approval SLA Record DocType with breach detection
• SLA threshold configurable in Settings
• Send Window Start / End time enforcement
• Holiday List integration — no reminders on holiday dates
• Skip Weekends option
• Reminder Activity report
• SLA Breach report

Phase 4 — Release Prep

• Approval Manager custom role with appropriate permissions
• Weekly log cleanup task (configurable retention period)
• Schema-agnostic approver resolution from workflow transitions and _assign
• Frappe v15 and v16 compatibility
• CI pipeline with ruff linting and automated tests