March 2016 Anand Doshi Frappé | ERPNext Open Day
March 2016Anand Doshi
Frappé | ERPNext Open Day
CentralDeploy User Interface
click and deploy
realtime progress
full control and visibility
Bench v2Enables multiple benches
cleaner code
python install.py —develop
with Rushabh & Shreyas
Nginxlimit_conn_zone memory
starts dropping connections if full
increased to 100mb
PayPal UXImproved messages
& error handling
मुबंई HackathonMail Space
electron + email.js
nodejs testing
incomplete
2015-16looking back
ERP for Entrepreneurs
ERP for Everyone
ERP Made Simple
My Productivityimproved with the year
primary contributions in
servers, security, reviews, optimizations and user interface
only fixes in ERPNext
New TechAnsible, Vagrant, SocketIO
Electron + NodeJS
React + Redux
PaperJS
Twilio
Most FunWho is viewing
@mentions
Pretty 502
Sounds
Like
FeedbackImprove code refactoring
Take ownership of website / design
Did I fulfill them?
Previous
Goals 16-17Leadership
UX & Design
Writing
Thanks @anandpdoshi
Frappé/ERPNext Open Day
March 2016
Kanchan Chauhan
Collaborative Project Management• Projects module.
• Project • Task • Time-log • User (Child table of Project)
• Availability • System user and website user. • By default every new user is a website user. • Welcome email is sent when a user is added to a project.
• Features available for tasks and time-logs • View • Update status • Add comment • Create New
Collaborative Project Management Webpage
Findings on setting up ERPNext
• “View a list of all the help videos” URL not correct
• Supplier Quotation: Tax and Charges by default you can select only 1. Multi select needed.
• Purchase Order: ”Get last purchase order" should have msgbox saying "No last purchase order found”.
• Purchase Order: On completed cycle MAKE button does nothing, only flickers.
• Did not understand the concept of Allowance percentage.
• Even after submitting and viewing some things still shows up in notification.
• Edit from link button, stays on same page after saving, it should go back to previous page.
Findings on setting up ERPNext
• Edit from link button, stays on same page after saving, it should go back to previous page.
• Mandatory Field collapsed in Selling->Quotation->Territory • Cannot create Sales Order till you convert Lead into customer. • Save and Submit bit confusing, should be auto save and only submit • Sales Invoice: Cannot submit, cannot update stock against Delivery Note • Production Order: Should have some message to enable production for item • Production Planning Tool:Error "Cannot create production order", no clear reason. • Cannot delete item group tree • HR - Employee Attendance Tool (No Save button)
Lesson Learned: Start simple and to the point
OPEN DAYMARCH 2016
FIXED ASSET MANAGEMENT
FIXED ASSET MANAGEMENT
ACQUISITION
Create Serial No with appropriate Asset Category Follow standard purchase cycle to purchase
Set depreciation settings
FIXED ASSET MANAGEMENT
DEPRECIATION
Automatic depreciation entry based on predefined schedule *Depreciation is nothing but booking expense over a period following a specific method
FIXED ASSET MANAGEMENT
SALE
Follow standard sales cycle for selling Book gain / loss based on accumulated depreciation
FIXED ASSET MANAGEMENT
SCRAP
Book loss on scrapping an asset if any
FIXED ASSET MANAGEMENT
COMING IN THE NEXT RELEASE !
CLEANUP & FIXES
RECURRING DOCS
▸ Next recurring date now can be set manually
▸ ‘No Copy’ fields should not get copied
▸ Reset recurring id on amendment
▸ Fixed delivery and billing status of affected recurring orders
CLEANUP & FIXES
SERIALISED ITEM VALUATION
▸ Fixed logic of serialised item valuation for negative stock and zero rate purchase
▸ Reposted existing stock ledger entries
CLEANUP & FIXES
REPORTS
▸ Trial Balance and Financial Statements Show group rows with zero values if there are values against children.
▸ Balance Sheet Message if previous fiscal year is not closed
▸ Delivered / Received Items to be Billed Refactored based on billed amount
▸ Check print permissions on report printing / pdf
CLEANUP & FIXES
FRAPPE
▸ Set new document name after creating via link field
▸ Set docstatus before and after insert
▸ Don't notify to all system users from communication
THANKS
Open DayMarch 2016 at Frappé
मुंबई Hackathon 2016
17 Teams | 32 Participants | 30 Hours
11 Open Source Applications developed
मुंबई Hackathon 2016 - Winners
GigAlert A webapp for fans to stay informed about their favourite live (music) gigs
मुंबई Hackathon 2016 - Winners
Bling An app for quickly asking questions / taking polls / requesting locations
मुंबई Hackathon 2016 - WinnersEldian
A password management software with encrypted note sharing
Support Week
project_name -> project
Added project to Manufacturing
Frappé SchoolsAchievement for the Year
Thank You!@neilLasrado
OPEN DAYMarch 2016
Rohit
REQUEST FOR QUOTATION
• Buying -> Request for Quotation -> New RFQ• Material Request -> Request for Quotation
MAKE SUPPLIER QUOTATION FROM RFQ
• For User• For Supplier
FOR USER
• User has to click on Make Supplier Quotation• Select supplier in pop up and click on Make Supplier
Quotation
FOR SUPPLIER
• To invite supplier to bid on requirement user has to send email to supplier by clicking on Send Supplier Emails
• If supplier’s user is new then supplier get link to update the password.
• Supplier has to click on link to update the password.
RFQ PORTAL VIEW
• Supplier enter into bid by entering the rate against the product or service.
• Supplier can also change the quantity• Supplier quotation will create on submission of RFQ.
FEATURE REVIEW
• Add margin in pricing rule • Apply margin on sales flow(Quotation -> Sales Order -> Sales
Invoice -> Delivery Note)
SUPPORT WEEK
• Image view get hide after submission of records.• Draft BOM showing under link field of BOM in Get
Items from BOM on Material Request.• Indicator in material request item showing wrong colour
if ordered qty is greater than requested qty (qty==ordered_qty)
• Earlier recurring billing issue.• Fiscal year removed from trends report.• Default letter head of the company is not displaying in
sales and purchase flow.
MUMBAI HACKATHON
Thank You :)
Open DayMarch Madness
2016
Rushabh Mehta
#bench
# bench install$ bench setupusing ansible . . .retiring setup_frappe.sh . . .cleaning up redis-install . . .
# Dynamic Links$ frappe delete-doc
Scanning links . . .
Applying fix . . .
do not validate communication
- if dynamic link:
- Table 1 (302)
- Table 2 (566)
- Communication (23,044) ⏳
#ux
# form re-org "## Feature
- stop field reorder
- allow custom fields
## Output
- community #
reason
# autosuggest remember
## Feature
- sort by frequently used
## Implementation
- keep count of links in redis on document
save
- flush every 5 mins
# modules redesign## Add new links
## New module layout
# modules redesign
## Desktop Icon table
# modules redesign
# modules redesign## App config### Admin config#### User config
# seen unseen
## Communicate if user has seen
# seen unseen## Implementation
- Check “Track Seen” in doctype- Optional column `_seen` is created- Get _seen column in list view- Update _seen on form load- Reset _seen on save
# quick entry## Mandatory fields open in dialog
# portal menu## Configurable via Portal Settings
# portal menu## Shows count
#hack
# chat bot## Hello Bot
# chat bot## Implementation
- New user “Bot” in chat
- If user is bot, evaluate parsers
- HelloBot, ListBot, FindBot
- Add new parsers via hooks.py
- UI changes
- Command-line in desk $
#thanks@rushabh_mehta
Open DayMarch 2016
Saurabh Palande
PO Address Feature
• Address selection on PO
• In drop shipping select customer address
• Or make PO by specifying company address
Shopify Sync Log
• User not getting any idea about sync process
• Hard to debug, if sync break
• In case of any exception, it breaks whole sync process
Sync Status for Queued
Sync Status on Completion
Error Log with data
Stock Update on PI• Update stock via
Purchase Invoice
• Learnt how perpetual inventory works and some basics of accounting by pairing with Rohit
• Worked with first pull request.
Document flow
Mumbai Hackathon
Some fixes• Paypal currency validation
• Capture transaction id and Correlation id for transaction
• Image duplication fixes
• validate paypal credentials while setting up gateway settings and creating payment request
@saurabh6790
Thanks
Open day
SHREYAS
March 2016
Support week
Custom Print Format paired with Anand
Support weekRemove Warehouse column from Gross profit report
Support week
Show Warehouse in Items table in Material Request
Support week
Support week
Thanks to Anand, Umair and Nabin
Central 2.0Backup Site
Central 2.0Restore Site
Bench
Bench restore with files
• bench —-site <site_name> restore <db_path> —with-public-files <path_to_files> —with-private-files <path_to_files>
Planned
• Migration for RungaMattee.
• Fixing Issues related to Central 2.0
Thank YOU
March 2016Umair Sayed
Apr, 2015 Mar, 2016
Plan wise Sales
23%
4%6%
10%28%
30%
5 User
25 User (+ 100 user renewals)
Assisted Development
Donations
VIP
Others (multi-tenant,plan upgrade, Startup)
Customer Group wise Sales
Paid Users62 countries
India (65), United Arab Emirates (37), United States (26), Saudi Arabia (12), Canada (10), Singapore (9), United Kingdom (9)
All Users152 countries
India (699), United States (419), Indonesia (122), Bangladesh (120), Mexico (114), United Arab Emirates (114), Saudi Arabia (102)
Territory wise Sales
2%2%4%7%
12%
13%
18%
19%
24%
East Asia (India, Pak, Nepal, Myanmar)
North America
Middle East
Europe
South East Asia (Singapore, Indonesia, Malaysia, Vietnam etc.)
Africa
South America
North Asia (China, Russia)
Australia
In March, 2015
New Customers
0
7.5
15
22.5
30
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
2015-2016 2014-2015 2013-2014
16
Renewals
0
7.5
15
22.5
30
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
2015-2016 2014-2015 2013-2014
20
Trials
2391
0
750
1500
2250
3000
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
Free Trials
109
Support Tickets
0
175
350
525
700
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
2015-2016 2014-2015 2013-2014
568
Forum
0
750
1500
2250
3000
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
2015-2016 2014-2015 2013-2014
2620
Hackathon App
Fixes
ERPNextAccount Receivable Report
Task List Filter
Fixed Links
Community Portal
Accounts Module
User Manual
SessionsRed Blink, Sikandar Dhaliwal, USA
Svar FNF, Mahesh Rao, India
Energy Care Holding, Tarek, KSA
World Shopper, Herbert, UK
Waheed, Fast Link, Oman
Crystalline Mirros, Maria, Austria
User Feedback
We are loving all of the latest updates and are very excited to see what else comes along with future releases. I was especially happy to see the Shopify connector and the payment gateway updates. I hope that leads to more versatility and a connector is eventually released for Bigcommerce as well (that's what we recently started using for our e-commerce). I've been watching some of the videos from the conference as well, sounds like you guys have some very big things going on! Keep up the good work, it's great watching the successes you all are achieving!
- Andrew Cook, Atlas Flags
User FeedbackI've moved to a local server, can you make sure I don't receive any emails reminding me to pay for service? Not sure where I would go to unsubscribe.
I'm very happy with the ease of installing and modifying your software so far, thanks for your work.
- Colten, Fab lab
……………………………………………..
It is with great pleasure to be sending this email. I have not been this excited for a while now. What you guys are doing is an amazing thing that will surely change the world by storm.
- Service Provider in Ghana
User Feedback
First off, I wanted to express my high regards for the extremely robust ERP system your team has designed, especially the most recent developments. Great Job!
- Chris, Sea Fire
……………………………………………..
All in all, thank you very much to all the people who have made this possible. It's really putting back the fun in module development especially for me coming from odoo."
- Anonymous User
User Feedback
You guys have an awesome application, and I really wish that ERPNext will suite or requirements.
- Rabah, Arabcal
……………………………………………..
All in all, thank you very much to all the people who have made this possible. It's really putting back the fun in module development especially for me coming from Odoo."
- Anonymous User
Thanks
Thanks to Anand for the maps
Open DayMarch 2016
Valmik J
Mumbai Hackathon!
Rushabh beat-boxing for the crowd
Leave Approver Improvements
Now, you can set a Leave Approver to an Employee only if the Leave Approver is a Leave Approver. Wait what?
If no Leave Approver is set for an Employee, a list of Leave Approvers will be given to pick from
Removed from :
Holiday List, Holiday Calendar, Maintenance Schedule, Installation Note, Expense Claim, Lead, C-Form, Stock Entry, Warranty Claim, Maintenance Visit, Opportunity, 2otation, GL Entry, Stock Reconciliation, Journal Entry, Supplier, 2otation, A4endance, Upload A4endance, Neil Lasrado, Purchase Order, Sales Order, Stock Ledger Entry, Sales Invoice, Appraisal, Delivery Note, Purchase Receipt, Purchase Invoice, Leave Block List and reports
8anks to Nabin and Anand for all the help and preventing catastrophic failure :)
Die Fiscal Year die!
Die Celery Die!● Celery is now defunct. We're moving to Redis 2eue which is a much simpler
system of managing jobs.
● Same functionality as before, just a di>erent system.
Thanks to Anand and Shreyas
How Scheduling works
● A script runs at all times, and calls a method every ?ve minutes
● 8is method will check which events it needs to run and for which site
● 8en it will trigger an enqueue call for each method it needs to run, and adds it to RQ
● Methods then get processed by RQ Workers accordingly
● 8ree queues : short, default, long
Poster of the Month
8ank you