Open Day October - November 2019 Backbone Deployment Subsystem Travis Tests

Rewiring Central - Pending Intra-cluster traffic over SSL NGINX for SSL-striping Backbone Scrapped ?!?! Press Getting Started Frappe Monitor frappe/bench#867

Metabase data.frappe.erpnext.com

Conference 2019 Scheduler Fail! frappe/frappe#8800 Security The thankless job - Morons everywhere

5 Issues Books

Misc 3 Downtime Incidents Thanks Aditya Hase Open Day NOVEMBER ‘19

Akshita Kulshreshtha DOCUMENTATION

Field Types Customization Module Before Approximately 40 pages https://erpnext.com/docs/user/manual/ en/customize-erpnext/articles/field- types.html Difficult to figure out and understand After http://erpnext_com.local:8000/docs/ Thanks to Umair and J! user/manual/en/customize-erpnext/ articles/field-types.html DOCUMENTATION

Using ERPNext

WIP VIDEOS

Project Management Video Explainer Videos

Script Scripting WHAT’S NEXT

Completion of Using ERPNext

Documentation for Module

Academy Videos

Project Management: Video

Scripts +1 THANK YOU! Open day November 2019

Total Issues

1200 1,179

900 1,021 915 902 955 809 600

300

0 June. July. Aug. Sept. Oct Nov.

L2 Issues

600

513 450 494 477 457 391 413 300 352

150

0 May. June. July. Aug. Sept. Oct. Nov.

Module wise breakup

Others 144 Accounts 117 Stock 87 Setup 59 Selling 54 Central 54 Reports 47 Permission 39 Framework 39 core 34 0 40 80 120 160 Issue Type

How to 340 Traceback 185 Bug 138 To validate 56 Upgrade 54 Feature req. 37 Service req. 35 Discomfort 32 Queries 29 Investigation 29 0 100 200 300 400 Service level agreement •Ongoing •Fulfilled •Failed 1200 190 158 900 583 190 593 445 549 600

300 410 363 396 254

0 Aug Sept. Oct Nov. As Support DRI

Wanted list.

Sayad kabhi callout na karna pade. Nature at my home.

As Human Resource DRI Fix: Payroll UI/UX Fix: Employee Dashboard Expense Claim: Error while Allocating advance

HR Reports

fix: Employee Leave balance fix: Employee Leave balance Summary fix: Email template for Training Event

Critical fix: Purchase Invoice

Delivered refactor: BOM stock calculated report. feat: HSN code wise item template. HSN wise item tax

Apart from that

Started Gym after 1 month. Started reviewing pull request for HR module. Booked my first home. Able to close 12 issues.

Thanks @anurag810 Open Day Basawaraj Savalagi The Eurotrip

Frankfurt → Wiesbaden → Munich → Constanz → Zurich → Wald → Würzburg → Stuttgart → Frankfurt Visit to Germany and Switzerland

● Euro conference ● Visit to Seibert Media ● Meeting with 4 Potential Partners in Germany ● Meeting with 3 Potential Partners in Switzerland Enhancements for Germany/Switzerland

● Translation - Context Specific ● DATEV Integration ● Bank Integration Hiking Mount Titlis

https://youtu.be/nVohH4StNSU?t=102 Moonrise in Lucerne

https://youtu.be/0pC_YDWxGMA Open Day Basawaraj Savalagi Thanks

__getattr__()

Open Day Nov 2019

By Deepesh Garg Sales Partner and Partner Lead to Frappe Opportunity Syncing

2 Book Valuation expense in specified account instead of expense included in valuation

3 Share Transfer code cleanup and refactor

4 1. Automatic tax and charges template selection on basis of tax category

25 Pull Request Reviews

10 Support Issues + Bug Fixes ▰ Account type in Handling Difference in Inventory account for standard UAE chart of Accounts ▰ Post GL entry fix for asset ▰ Serial No validation against sales invoice ▰ Path for quotation expiry in hooks ▰ Accounts payable report based on payment terms ▰ Patch for updating price or product discount ▰ Accumulated values filters disappearing in profit and loss report

11 ▰ Dimensions filed should be admin owned ▰ Exception handling in GSTR-1 report ▰ Partner Address webform fixes ▰ Disabled checkbox in tree view ▰ Unable to see parties with negative balance in AR/AP Summary ▰ Party field in trial balance for party report

12 THANKS!

13 Open Day -Dilpreet Kaur • Converted my very first opportunity

• Got screamt at by the very first customer I converted

• Onboarding sessions

• Live! Customise it!

• Empowered the customer to create custom fields, doc types to map their immigration, education and travel modules

• Empowered customer goes ahead and creates erroneous data fields, the rest is history.

• Empowered them to create webforms and webpages Food for thought November Conversions Frappe Sales? Drip Email Conversions European Analysis

(XURSHDQ/HDG$QDO\VLV 7RWDOOHDGV8QFODVVLILHG&ODVVLILHG(XURSHDQ

&RQYHUWHG  2SSRUWXQLW\ 

/HDG  • Qualified 34 opportunities (5 of them are Hot ‘Frappe Sales’ leads)

• Demos- 6

• Issues- 8

• Help Articles- 2

• Growth SX4

• IndiaOS? Dil shrugged! Conference 2019 Thank You Open Day November 2019 Faraz Khatri Total Opportunities Types of Opportunities Won Analysis Lead Hunting

Trial Signups Customer Feedback Other Task

● Help article on how to apply tax on a tax ● Internal Issue (Assignment Rule and details fetching from lead) ● Follow up with partner sales with Jai Thank You Open Day

November 2019 Pull Requests

and yadda yadda.. pullreminders.com

Print Format

Partner Training

Frappe Accounting

Polishing for Release Copy for Website Thanks

@netchampfaris Open Day @gavindsouza’s November in review StuffStuff ● fixed a chat issue; damn that was annoying ● pinned requirements; bought back the colourful console with fixed namespaces! ● setup dependabot for Frappe, ERPNext, bench for security updates alone && ThingsThings ● bench: fixed issues I didn’t know existed, from pip to yarn installs ● dropped legacy tests, etc. v13 stuff ● easy install script: updated all (almost) scripts with deprecated warnings DigitalOcean Image DigitalOcean Imagegrowth ● first run script + “welcome” message on each session start ● “Need Support?” rebootedrebooted “bench-autocomplete”“bench-autocomplete”weekend project ● pushed source to gavindsouza/bench-autocomplete ● not ready yet; also really steady development ● it’s really just reading the “docs” easyeasy installinstall scriptsscripts bench? easy-install-scripts!

● still in the works...want to provide a richer cli UX ● not ready yet; also really steady development ● much lesser output to console ● everything in the logs also, btw discuss.frappe.io is down and should redirect to SO. if that doesn’t happen, ya know cache invalidation is a hard problem lol

Thank You :) Open Day November - Harshit Security 8 Framework 65

DevOps 119

1168 Issues Reported.

L1 625

L2 Highest in 2019 yet. 349 ● Performance(System Slowed Down) ● Cancel Subscription button not available(Merged Now) ● To stop/delay/schedule Version Upgrades Other Issues ●Values out of Sync of - ● Itemised Tax Template (#DFTBA here is missing) ●Change in Website’s Config ●Still some sites don’t have Journey’s not installed ● Other regular issues 400 352 180

300 172.5

200 165 SLA went 104 Live!! 100 157.5

L1 L2 591 80 75 600 528

60 450 392 38 40 300 243

20 150

DevOps Oct Nov In-app Coming Up features as discussed with @hrwX: Support. ● Notification for the replies ● Naming Series will be hidden from now ● A modal when user visits for the first time ● Synchronisation now optimised - based on Event Streaming. Thank You!! Open Day November ‘19 Frappe Support App Frappe Support App Global Search Perf

• For Database as big as Seibert Media, global search takes around 10s

• Just by caching and removing unnecessary for loops, the time was brought down to 4s ListView Tags “Peace.”

– hrwx OPEN DAY NOVEMBER 2019 FRAPPE SUPPORT FRAPPE SLA

WEEKEND SUPPORT SLA Fulfilled SLA Failed 26 ISSUES 27% ISSUES 4% 4%9% 73% 17% 52% 13%

How To Feature Request Configs Bug Version Upgrade Integration FRAPPE MARKETING 31 New Feature Pages Ranking on Page #1

‣ open-source-ngo

‣ open-source-payroll

Ranking ‣ open-source-distribution-erp Fighting ‣ open-source-plastic-manufacturer 10% ‣ open-source-computer-manufacturer CONTENT ‣ open-source-industrial-equipments-manufacturer 90% ‣ open-source-services-erp-software Ranking on Page #2

‣ open-source-payroll ‣ -sap-erpnext

‣ open-source-hrms ‣ odoo-msdynamics-erpnext

‣ open-source-helpdesk ‣ open-source-helpdesk

FRAPPE CSR FRAPPE PRE SALES Won Lost 501 Opportunities 1% 7 Customers LEAD QUALITY SALES 5% 22% 22% 99% 12% 10% 10%19% Other Suspect Spam Partnership Partner Sales Support Prospect FRAPPE PARTNERS ~25 Opportunities Won Lost 1% 1 Customer

LEAD QUALITY SALES 4% 20% 20% 99% 16% 40%

Open Source User Lost Suspect Other Converted PORTAL QUICK TOUR FRAPPE CERTIFICATION

FRAPPE GROWTH MAI BHI YT STAR

MERA PEHLA PYAR

Pending Delivered 150 Users ~61 Renewal WR 45% 55% PNG 34% 20% 29% 9%9%

Timezone Delayed Features Unknown FC Fired EK BHAYANKAR SOMWAAR THANKS! CHAVAN Open Day November 2019 @Mangesh-Khairnar Dashboard Charts All Time - Yearly/Monthly Marketplace Search marketplace/search/:category/:key Item Sort Edit Item Details Unpublish Item Fixed Asset Register Leave Approver - Employee Approver Documentation

➢ Multiple Company POS Profile

➢ Fixed Asset Register Issues

➢ Expense claim payment entry ➢ REST API queries ➢ Leave calculation for denied leaves ➢ Marketplace Issue ➢ Payment request advance issue ➢ Activity Page ➢ Sales Order payment request creation (< 100% billed) Marica D’souza

November ‘19 Account / Stock value sync Msgprint with Primary Action User Experience User Exhaustion

Issues Tackled

Support Growth

36 41 14 12

July Sept Oct Nov DRI One month plan

● UX Improvements ● Feature enhancements ● Up my issue game ● Start evaluations ● Discuss and GitHub Main bhi Schumacher

Not really, but i can drive to save my life Mérci. Open Day November 2019

-Michelle Alva L1 Support

• Total: 116

• Resolved [Frappe]: 50

• Closed: 48

• WIP/Dormant: 18 • Values out of sync (stock value and accounts not matching) • Scheduler disabled: background jobs not running • Framework issue: Child-parent nodes in tree structure? • Energy points (disable EPS or notifications) • Project and tasks in v12 • Other v12 related issues, upgradation requests Customer Onboarding

• Session 1: Introduction to ERPNext, why onboarding, understand their use case, overview of dashboard, company setup, user setup, permissions, roles, COA, basic masters.

• Session 2: Based on the module(s) of their choice, explain them basic transactions

• Session 3: QnA • No. of customers: 24 • No. of sessions conducted: 15 • No. of customers not responded: 11 • Major modules: Manufacturing, HR, Accounts Thank You Open Day November 2019 162 PR Reviews PR Quality Release & Testing

• v11 release on-time

• v12 release delayed by 5 days

• Major bugs found while testing

• Need to involve more resources in testing

• Need of Critical Release should be identified by L1 team Pune Trip

• Productive session on Manufacturing module UX improvements

• Various other discussions with Rushabh and Umair Multiple AR/AP Fixes Thanks November 2019 0Pranav Appointment Scheduling

• frappe/erpnext:19475 • Finally merged • Docs still need to be worked on

• Desk UI needs improvement Issues

• 7 assigned

• 5 resolved

• 2 WIP ISS20190711 8 This one stood out. No validation for fetch

• ISS201907118 • There was no validation for fetch field to check if the entered fetch field was correct

• Bugs like this could go a long way in increasing UX Internal Issues

• 2 Assigned

• 1 closed, 1 WIP Books

• Read 0

• Acquired too many Open Day November 2019

Prasad Ramesh Some Documentation

Created pages for:

• Manufacturer • Brand • Contract Some Documentation

+ A level of review for Customize docs Working with Jai

Ohh she’s proactive

What energy

She’s a vampire  Feature pages

•Feature pages - 14 •Pages for ads - 6 Feature Pages

•Medical Device Manufacturing ERP

•India Regional Page Ranking already This is on page #1 Thanks To NPO Founder

NPO, Paper

Low key, us

Paper Manufacturing Metal, Plastic India, Rubber Funny Thing

Time taken Screenshots > Writing ❤ > Documentation Open Day Blogs YouTube ⭐ Thank You

–Prasad Ramesh Open Day November ‘19

- Prssanna Desai Notification Changes/Fixes

● Made Notification Settings accessible through global search (takes you directly to your settings) ● Added Mark all as Read

● Indicator hides if clicked, even on refresh ● Notification Settings created for all Users

● Internal Issues: Issues + Testing ○ Notifications Control Issue ○ Ignore Period Closing Voucher effect in Accounting Dashboards ○ List view check gets cleared on refresh

● Issues ○ "IN" Type filter is not saved in Reports or Lists ○ Currency in Report View ○ List view filter name is null

● Helped Suraj with testing frappe Leaderboard

● Added Leaderboard to Places ● Changed Leaderboard timespan options: Child Table Pagination merged! ● Internal Issues: Mandatory/ ○ Notifications Control Issue ○ Ignore Period Closing Voucher effect in Accounting Read Only Dashboards ○ List view check gets cleared on refresh Depends On ○ EP notification. Ignore on import

● Issues ○ "IN" Type filter is not saved in Reports or Lists ○ Currency in Report View ○ List view filter name is null UI Tests Thailand

Thank you! Open day Nov 19 RECRUITMENT EVALUATIONS PARTNER TRAINING EXPLAINER VIDEO’S SUPPORT 24x7 SUPPORT MITALI’S WEDDING

Dank je!!! FRAPPE OPEN DAY NOV 2019 SALES INVOICE PERFORMANCE

BEFORE

AFTER MANUFACTURING UX JOB CARD CALENDAR COLOR NOT WORKING FOR CALENDAR JOB CARD TIMER OPERATIONS PROGRESS BAR PRODUCTION PLAN UX MANUFACTURING SETTINGS BOM UX

‣ Provision to make work order from BOM

‣ Provision to make quality inspection from BOM

‣ Removed "Allow Same Item Multiple Times" checkbox DISABLE CREATE BUTTONS WORKSTATION CAPACITY EMAIL DIGEST UPCOMING EVENTS

BEFORE

AFTER THANKS :) ROHIT Open Day Nov 2019

- Rucha Mahabal Onboarding Wizard

- Customizable - Wizard shown only on first startup - Add Slides according to domains - Add help links to slides - Slides exported as JSON and synced on migrate - In case a user refreshed the page (on first startup) there is an is_completed field in every slide, using which the slides which are not completed are shown after the first slide.

Onboarding Slide DocType - Basic Settings Action Settings Domains and Help Links

- Domains in which the slide should show up - If no domain is specified slide is shown in all domains - Help Links (Label and Video ID) for the slide in case user does not know what is it about. Documentation links are not added to Help Links on purpose because we don’t want user to leave the wizard Action Method for slides

- Write action method in {reference_doctype}.py file - If no action method is found in the doctype file a fallback creation method is used. Continue Type Slide Thanks Shivam for continuous and quick reviews! Also, new Illustrations by Shivam Total Issues Solved: 13

- Email Template not rendered in Email Campaign - Blog Post not showing video - List view group by filter throws Ambiguous column name error - Report Builder type Report should not need Script Manager Role - Queries regarding Webhook - Quotation UOM Print Issue - Selling and Accounts module not visible - Subscription Issues (Auto Repeat) - Do not allow Bulk Update for certain doctypes like DocType, DocField Thank you!

- Rucha Mahabal November ‘19 Open Day Rushabh Mehta Talks

“Please take my advice, I don’t use it anyways”

Products 2008 2020

Frappe Framework 2011 2020

Frappe Framework

ERPNext 2014 2020

Frappe Framework

ERPNext

Bench 2016 2020

Frappe Framework

ERPNext

Bench

Central 2018 2020

Frappe Framework

ERPNext

Bench

Central

FrappeJS 2019 2020

Frappe Framework

ERPNext

Bench

Central

FrappeJS

Partner Portal 2019 2020

Frappe Framework

ERPNext

Bench

Central

FrappeJS

Partner Portal

Frappe Cloud 2008 2020

Frappe Framework

ERPNext

Bench

Maturity Central

FrappeJS

Partner Portal

Frappe Cloud Speed Excellence 2005 2020

Rushabh

Nabin

Saurabh

Rohit

Faris

Suraj InDEC 2019 Democracy in Education

In any educational setting, young people have the right:

• To decide individually how, when, what, where and with whom they learn.

• To have an equal share in the decision-making as to how their organisations — in particular their schools — are run, and which rules and sanctions, if any, are necessary. Democracy @ Frappe? Thanks! Rushikesh November 2019 Evaluations Wedding Season Welcome Open Day - Sahil Khan Major Version migrations

● 330 requests in 1 month. ○ 310 migrated to v12. ○ 6 in requested state. ○ 14 failed. ● Total number of sites still on v11 - 253 (forcefully migrate them?) ● Debugging and fixing failed migrations took most of my time Release

● Need to follow the timeline strictly, testing has to start 5 days before the release. ● Had to to cherry-picking multiple times on our servers. ● Had to take multiple releases, fix all the branches (some of them are still broken btw). discuss.erpnext.com Incident

● Fixed by Aditya, me and Saurabh ● Gunicorn workers went full mad. ● Updating the docker fixed the issue. ● Saurabh went one step ahead and ran apt-update which again broke it. ● Incompatible ansible version was the issue, downgrading the ansible fixed the issue.

● fix(auth): do not force standard users to reset password #8769 ● fix(restore): while restoring a site, restore site_config as well as journeys_config #922 ● fix(patch): Handle failures in while making Prepared Report attachments private #8899 ● Auto deploy moving sites in between major version migration. ● fix(VUR): handle scheduler states #947 ● One playbook for auto version upgrade broke due to which sites name was changed to “site_name.migrate” Some more auto deploy fixes...

● fix(auto-deploy-logs): Incorrect function name in hooks.py #929 ● fix(auto_deploy_logs): skip and log error if site not found #937.

● Tired of fixing auto deploy, I’m thinking of moving auto deploy to central. Thank You @sahil28297 Open Day November 2019 Saurabh

Wrong Expiry Date Sync Frappe Asset Manager

Asset Auditing Skeleton for Payment Page

Provision to Cancel Subscription

Validate Site Name in Sync

RazorPay Subscription Cycle Multi-Currency Partner Payments discuss.erpnext.com Server Load Issue Processes Server

Backup 1: (dump + gzip)

Backup 2: dump and gzip Processes Server

Backup 2 + Background Jobs

Backup 2 + Jobs + Rsync Backup 1 + Any operation Version Upgrade Request Automation Shortlisting … Outing …

Thank You… Open Day Nov 2019 PRs Features, Fixes and Reviews feat: added null state fix: code type to data in standard filter feat: added no script fix: layout & api for msgprint feat: client script for razorpay The API fix: tooltip formatting fix: item group query feat: comparison table Design IndiaOS Desk Mocks Also Desk Onboarding Misc Mumbai JS Meetup One Conf Video. Open Day November 2019

Simran Monteiro Issues

70 68 52.5 • Auto-Assignment - 10 November 2019

35 • 68 Assigned - 48 Resolved 48 17.5

0 November Insights From Issues

• Customer Deletion - Linked Communication

• ERPNext App - iOS

• User Permissions

• API Integration & Barcode Documentation Modules

3

2.25

1.5

0.75 3 2 1 1 1 1 0 Manufacturing HR Stock Accounts Projects CRM Status

12

9

6

3

11 4 4 2 2 0 1

Open Replied Dormant

Intro Call Completed Onboarding Successful Module Setup Completed Demo Scripts

• Manufacturing ✅

• Accounting

• POS

• Healthcare Open Day November 2019 Conference Talks Excited Curious Efficient Boring Edit Count 31 Framework Testing With Prssanna 32 55

Issues PR Resolved Reviews For December

Use PyPika for query building Thanks @surajshetty3416 November 2019

Umair Sayed Support Issues

2018-19 2017-18 2016-17

1200 1115

900

600

300

0 Dec Jan Feb Mar April May Jun July Aug Sept Oct Nov

Sites upgraded to V12 + post release issues Community

All from community! Partner Training Evaluations

20 Evaluations!

Wish to do partner evaluation in month.

Should have more evaluators by month end! Thanks

Split open day in 2 days?