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Frappe ERPNext Open Day August 2014

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Summary of activities done by the Frappe ERPNext team in August 2014
68
Open Day August 2014 Rushabh Mehta Frappe ERPNext
Transcript
Page 1: Frappe ERPNext Open Day August 2014

Open DayAugust 2014

Rushabh Mehta !

Frappe ERPNext

Page 2: Frappe ERPNext Open Day August 2014

TimelinesStatus Updates, Comments, Attachments, Assignments are

now part of common timelines. Next Emails.

Page 3: Frappe ERPNext Open Day August 2014

Translation PortalTo help community manage translations

Page 4: Frappe ERPNext Open Day August 2014

Edit, VerifyUser Karma, Ability to Mark, Email Updates etc.

Page 5: Frappe ERPNext Open Day August 2014

Redesigned Routing

Route Source

/blog/my-blog Blog

/product/series-a Item

/home Web Page

/contact System

Blog

Item

Web Page

System

Website Route

REQUEST! "Cache

Page 6: Frappe ERPNext Open Day August 2014

Redesigned Routing

Blog

Item

Web Page

System

! "Cache

REQUEST

Page 7: Frappe ERPNext Open Day August 2014

Coming Up

• Web Forms

• Documentation

• Conference

Page 8: Frappe ERPNext Open Day August 2014

Thanks!

Page 9: Frappe ERPNext Open Day August 2014

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Page 27: Frappe ERPNext Open Day August 2014

Open DayAugust 2014

Frappe

Anand Doshi

Page 28: Frappe ERPNext Open Day August 2014

User Permission DocTypesChoose which User Permissions are applied for a role

Thanks to Mayur and Olawale for their generous explanations

Page 29: Frappe ERPNext Open Day August 2014

Social LoginsFixes and Documentation

https://frappe.io/developers/how-to/social-logins

Page 30: Frappe ERPNext Open Day August 2014

Various Fixes

Document Mapping Auto-link source document in target document, run add-fetch

!

!

Notification Deadlock Catch the exception and move on

!

!

SQL Escape String frappe.db.escape - standard function to escape for sql queries

Page 31: Frappe ERPNext Open Day August 2014

Various Fixes

Error Reports Mask passwords before sending report, Fixed numerous bugs

!

!

Email Digest Use Posting Date / Transaction Date instead of Creation Date

Page 32: Frappe ERPNext Open Day August 2014

Next Month

Conference Organize presentations, videos

!

!

Supplier Portal Enable suppliers to create Purchase Orders, update shipments

!

!

Websites Design, content, documentation

Page 34: Frappe ERPNext Open Day August 2014

Open Day

August 2014

@nabinhait

a month loaded with support...

and ended with lot of discussions…

Page 35: Frappe ERPNext Open Day August 2014

started with a hangover of

Landed Cost Voucher

Fixes for Serialized items & stock balance

Purchase Receipt GL Entries fixes

Covered up with test cases

Page 36: Frappe ERPNext Open Day August 2014

revisited country-wise

Chart of accounts

with a better and readable json template

Page 37: Frappe ERPNext Open Day August 2014

bootstrapped from

openerp / Odoo

Removed Chart of Account doctype Direct import from json

Defined root type and account type using google translate !!

pending HTML view of the tree in setup wizard and company

Page 38: Frappe ERPNext Open Day August 2014

but… international standards of chart of accounts

does not maintain individual account head for customer and supplier,

!

hence it leads to

PArty model

Page 39: Frappe ERPNext Open Day August 2014

a few basics of

Party model

Customer and supplier does not have individual account

One or more common receivable/payable account

Company-wise default receivable/payable account for party or party group

Push party type and party with account head

in gl entry

Page 40: Frappe ERPNext Open Day August 2014

the implementation of

Party model

Party field introduced in Journal Voucher

Master type and master name fields removed from account

Added warehouse link field in account to connect warehouse record with it’s account

All accounting reports should have now party columns and filters

Party record based on account if it not exists

Deleted all party accounts

Page 41: Frappe ERPNext Open Day August 2014

a month loaded with

Support

Page 42: Frappe ERPNext Open Day August 2014

some notable

FIXES

✤ Required raw materials quantity ✤ Raise material request based on projected qty only for the selected

warehouse ✤ Filtered sales order based on customer

Production Planning Tool

✤ Fixed credit limit checking logic ✤ Define credit limit and days based on customer group / supplier type ✤ Validate reference date of payment voucher based on credit days

Credit limit & credit days

✤ While adjusting divisional loss in item-wise tax calculation, which was causing debit not equals to credit issue

✤ Debit and credit are rounded to 3 decimals in general ledger report ✤ Issue while mapping from Purchase Order to Purchase Invoice

Rounding issue

Page 43: Frappe ERPNext Open Day August 2014

some notable

Fixes

✤ Amounts not reflected in system but in bank ✤ The case arises when cheque clearance date is before posting dateBank reconciliation

✤ Fetching payment entries for payable accounts ✤ Same account debited and credited in the same Journal VoucherPayment reconciliation

✤ Rounding issue while fetching raw materials quantity ✤ Valuation rate of finished goods while repackingManufacturing / repack

✤ Created a new report “project-wise invoiced amount and costs”Project reports

Page 44: Frappe ERPNext Open Day August 2014

some notable

Fixes

✤ If a item is entered multiple times in a purchase order, consider total qty of that item while validating for minimum order qtyMinimum order qty

✤ Qty validation with against document ✤ Mapping issue while creating credit note from sales returnSales / purchase return

✤ Editing read only fields through report view ✤ Ignore validate while making property setter to preserve

naming series ✤ Event handling for buttons ✤ Field formatter to preserve newlines in print formats ✤ Packing list visibility issue

and many more…

Page 45: Frappe ERPNext Open Day August 2014

priority supports to

RIGPL & LUMI

✤ Perpetual inventory ✤ Incorrect “stock received but not billed” balance ✤ Payment Reconciliation

RIGPL

✤ Item valuation rate for repack entry ✤ Stock reconciliation repostingLUMI

Page 46: Frappe ERPNext Open Day August 2014

guidance to ankit via

PAIR Programming

Design and cleanup of payment tool

Writing / debugging test cases

Payment reconciliation fixes

Recurring orders

Page 47: Frappe ERPNext Open Day August 2014

want to work on

September

Release country-wise chart of accounts with party model

Fix accounts module issues

Documentation

Page 48: Frappe ERPNext Open Day August 2014

thanks!

Page 49: Frappe ERPNext Open Day August 2014

Open Day

frappe.io

August 2014

Page 50: Frappe ERPNext Open Day August 2014

the ‘Dream  Job’

� Selected at WebNotes on 4th August 2014

� Joined office on 11th Aug.

Page 51: Frappe ERPNext Open Day August 2014

the ‘Learning  Phase’

� ‘Started’  learning  Python.

� ‘Started’  understanding Bench.

� ‘Started’  learning Frappe

� ‘Started’  understanding  Git.

Page 52: Frappe ERPNext Open Day August 2014

the ‘First  Commit’

Page 53: Frappe ERPNext Open Day August 2014

the ‘Progress’� Total 7 Contributions to ERPNext.

� [ Minor Fix ] : Supplier invoice no Mandatory property removed. NA Validation removed.Issue # 1510 Closed.

� [ Minor Fix ] : Default Income Account, Expense Account & Cost center added to Item Group. Associated changes made to give first priority to Item defaults, second priority to Item Group defaults and  third  priority  to  Company’s  defaults.Issue # 980 Closed.

� [ Minor Fix ] : Default cost center added to projects. All costs associated with projects get into this default cost center unless specifically changed by user.Issue # 448 Closed.

Page 54: Frappe ERPNext Open Day August 2014

Print Templates bacame beautiful ...

� We  also  have  a  new  print  template  for  ‘Credit  Note’    [  Fix:  issue  #  31  ]  

Page 55: Frappe ERPNext Open Day August 2014

the now  ‘Tackling’� Cost of Production Cycle Issue [ No #2107 ]

� In some manufacturing process the costs remains the same even if 10 units are manufactured or 500 units are manufactured.

� This feature shall add a fixed cycle cost for such process.

Page 56: Frappe ERPNext Open Day August 2014

‘dhanyavad’  ...� All team members at WebNotes have helped me a

lot in understanding the the framework & the function of the system – ERPNext.

� My Sincere thanks to all of you for helping me !!!

Page 57: Frappe ERPNext Open Day August 2014

tHANKS’@neilLasrado

Page 58: Frappe ERPNext Open Day August 2014

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