Add Compliance Deadline + Compliance Calendar DocTypes for ERPNext

Compliance Deadline: created by job_server after filing completion,
tracks annual filing deadlines (RMD, CPNI, 499-A, BDC).

Compliance Calendar: used by renewal_worker for billing cycle,
tracks due dates, invoices, and recurring renewal entries.

Both were referenced in code but never created — caused 417 errors.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

performancewest_erpnext/performancewest_erpnext/compliance/doctype/compliance_calendar/compliance_calendar.json

@@ -0,0 +1,198 @@
+{
+ "actions": [],
+ "autoname": "hash",
+ "creation": "2026-05-04 00:00:00.000000",
+ "doctype": "DocType",
+ "editable_grid": 0,
+ "engine": "InnoDB",
+ "field_order": [
+  "title",
+  "compliance_type",
+  "category",
+  "status",
+  "dates_section",
+  "due_date",
+  "reminder_date",
+  "entity_section",
+  "entity_name",
+  "customer",
+  "order_reference",
+  "state_code",
+  "details_section",
+  "description",
+  "amount_usd",
+  "amount_cad",
+  "billing_section",
+  "invoice",
+  "recurring",
+  "recurrence_period",
+  "renewal_of"
+ ],
+ "fields": [
+  {
+   "fieldname": "title",
+   "fieldtype": "Data",
+   "label": "Title",
+   "reqd": 1,
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "compliance_type",
+   "fieldtype": "Data",
+   "label": "Compliance Type",
+   "in_list_view": 1,
+   "description": "e.g. FCC RMD, FCC CPNI, State PUC, CRTC"
+  },
+  {
+   "fieldname": "category",
+   "fieldtype": "Select",
+   "label": "Category",
+   "options": "Federal\nState\nCanada\nOther",
+   "default": "Other"
+  },
+  {
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "label": "Status",
+   "options": "Upcoming\nDue Soon\nInvoice Sent\nPaid\nOverdue\nCompleted\nCancelled",
+   "default": "Upcoming",
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "dates_section",
+   "fieldtype": "Section Break",
+   "label": "Dates"
+  },
+  {
+   "fieldname": "due_date",
+   "fieldtype": "Date",
+   "label": "Due Date",
+   "reqd": 1,
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "reminder_date",
+   "fieldtype": "Date",
+   "label": "Reminder Date",
+   "description": "Date to start sending reminders (typically 30 days before due)"
+  },
+  {
+   "fieldname": "entity_section",
+   "fieldtype": "Section Break",
+   "label": "Entity"
+  },
+  {
+   "fieldname": "entity_name",
+   "fieldtype": "Data",
+   "label": "Entity Name"
+  },
+  {
+   "fieldname": "customer",
+   "fieldtype": "Link",
+   "label": "Customer",
+   "options": "Customer"
+  },
+  {
+   "fieldname": "order_reference",
+   "fieldtype": "Data",
+   "label": "Order Reference",
+   "description": "Original compliance order number"
+  },
+  {
+   "fieldname": "state_code",
+   "fieldtype": "Data",
+   "label": "State Code",
+   "description": "US state code for state-specific filings (e.g. CA, TX)"
+  },
+  {
+   "fieldname": "details_section",
+   "fieldtype": "Section Break",
+   "label": "Details"
+  },
+  {
+   "fieldname": "description",
+   "fieldtype": "Small Text",
+   "label": "Description"
+  },
+  {
+   "fieldname": "amount_usd",
+   "fieldtype": "Currency",
+   "label": "Amount (USD)",
+   "default": "0",
+   "options": "USD"
+  },
+  {
+   "fieldname": "amount_cad",
+   "fieldtype": "Currency",
+   "label": "Amount (CAD)",
+   "default": "0",
+   "options": "CAD"
+  },
+  {
+   "fieldname": "billing_section",
+   "fieldtype": "Section Break",
+   "label": "Billing"
+  },
+  {
+   "fieldname": "invoice",
+   "fieldtype": "Link",
+   "label": "Invoice",
+   "options": "Sales Invoice"
+  },
+  {
+   "fieldname": "recurring",
+   "fieldtype": "Check",
+   "label": "Recurring",
+   "default": "0"
+  },
+  {
+   "fieldname": "recurrence_period",
+   "fieldtype": "Select",
+   "label": "Recurrence Period",
+   "options": "\nAnnual\nQuarterly\nMonthly",
+   "depends_on": "recurring"
+  },
+  {
+   "fieldname": "renewal_of",
+   "fieldtype": "Link",
+   "label": "Renewal Of",
+   "options": "Compliance Calendar",
+   "description": "Previous calendar entry this renews"
+  }
+ ],
+ "index_web_pages_for_search": 0,
+ "issingle": 0,
+ "istable": 0,
+ "links": [],
+ "modified": "2026-05-04 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Compliance",
+ "name": "Compliance Calendar",
+ "naming_rule": "Random",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Accounting Advisor",
+   "write": 1
+  }
+ ],
+ "sort_field": "due_date",
+ "sort_order": "ASC",
+ "title_field": "title",
+ "track_changes": 1
+}

performancewest_erpnext/performancewest_erpnext/compliance/doctype/compliance_calendar/compliance_calendar.py

@@ -0,0 +1,5 @@
+import frappe
+from frappe.model.document import Document
+
+class ComplianceCalendar(Document):
+    pass

performancewest_erpnext/performancewest_erpnext/compliance/doctype/compliance_deadline/compliance_deadline.json

@@ -0,0 +1,138 @@
+{
+ "actions": [],
+ "autoname": "hash",
+ "creation": "2026-05-04 00:00:00.000000",
+ "doctype": "DocType",
+ "editable_grid": 0,
+ "engine": "InnoDB",
+ "field_order": [
+  "title",
+  "filing_type",
+  "deadline_date",
+  "status",
+  "entity_section",
+  "entity_name",
+  "frn",
+  "customer",
+  "details_section",
+  "notes",
+  "linked_order",
+  "published",
+  "route"
+ ],
+ "fields": [
+  {
+   "fieldname": "title",
+   "fieldtype": "Data",
+   "label": "Title",
+   "reqd": 1,
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "filing_type",
+   "fieldtype": "Data",
+   "label": "Filing Type",
+   "in_list_view": 1,
+   "description": "e.g. RMD Recertification, CPNI Annual Certification, 499-A Filing"
+  },
+  {
+   "fieldname": "deadline_date",
+   "fieldtype": "Date",
+   "label": "Deadline Date",
+   "reqd": 1,
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "label": "Status",
+   "options": "Upcoming\nDue Soon\nFiled\nOverdue\nWaived",
+   "default": "Upcoming",
+   "in_list_view": 1
+  },
+  {
+   "fieldname": "entity_section",
+   "fieldtype": "Section Break",
+   "label": "Entity"
+  },
+  {
+   "fieldname": "entity_name",
+   "fieldtype": "Data",
+   "label": "Entity Name"
+  },
+  {
+   "fieldname": "frn",
+   "fieldtype": "Data",
+   "label": "FRN"
+  },
+  {
+   "fieldname": "customer",
+   "fieldtype": "Link",
+   "label": "Customer",
+   "options": "Customer"
+  },
+  {
+   "fieldname": "details_section",
+   "fieldtype": "Section Break",
+   "label": "Details"
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Small Text",
+   "label": "Notes"
+  },
+  {
+   "fieldname": "linked_order",
+   "fieldtype": "Data",
+   "label": "Linked Order",
+   "description": "Compliance order number (CO-XXXXXXXX)"
+  },
+  {
+   "fieldname": "published",
+   "fieldtype": "Check",
+   "label": "Published",
+   "default": "1"
+  },
+  {
+   "fieldname": "route",
+   "fieldtype": "Data",
+   "label": "Route",
+   "hidden": 1
+  }
+ ],
+ "index_web_pages_for_search": 0,
+ "issingle": 0,
+ "istable": 0,
+ "links": [],
+ "modified": "2026-05-04 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Compliance",
+ "name": "Compliance Deadline",
+ "naming_rule": "Random",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Accounting Advisor",
+   "write": 1
+  }
+ ],
+ "sort_field": "deadline_date",
+ "sort_order": "ASC",
+ "title_field": "title",
+ "track_changes": 1
+}

performancewest_erpnext/performancewest_erpnext/compliance/doctype/compliance_deadline/compliance_deadline.py

@@ -0,0 +1,5 @@
+import frappe
+from frappe.model.document import Document
+
+class ComplianceDeadline(Document):
+    pass