Open Day January 2020 Frappe Cloud Frappe Cloud Migrator frappe/frappe_cloud_migrator Thank You @adityahase OPEN DAY JANUARY ‘20 Akshita Kulshreshtha DOCUMENTATION Education Module
Numbers Take-Aways
Around 50 Pages No One Knows the Answers
Word Count A Very Easy-To-Use Module
Old: 8077 Not Much Explored
New: 12496 Need of a Dedicated Developer Videos Project Management Module Video - First Cut Mogambo Khush Hua!!
Feedbacks❤ Open Day Blog December ‘20 FEBRUARY
• Videos • 3 Videos • 5 Video Scripts • Documentation • Healthcare Module
• Trip" THANK YOU! Open Day Jan 2020 Total Issues L2 Issues Service Level agreement •Ongoing •Fulfilled •Failed Recurring additional salary Documentation
Repay advance via salary slip. Recurring additional salary. Appointment Letter. Windows installer for biometric
Refactor: fleet management Duplicate attendance due wrong date format Others Total 17 issues. 10 internal issues. Gained some weight again. Reviewed 5 pull request. 1000 free squats + 200 lunges. Opened 15 pull request. Thanks.
Open Day OpenJanuary Day2020 ERPNext Partner 1 Bronze Partner - Hexis Consulting LLC
“Words are our most inexhaustible source of magic.”
–Albus Dumbeldore
Goodbyes 11.09 minutes = toughest call ever! Content Marketing “Must Know It Mondays” And “Fantastic Friday” Series
Frappe OWLs 1st Certified ERPNext Consultant
Bangalore Pcchh.
IndiaOS So amazing that I stole the color scheme.
What I learnt from Zerodha? Meme the fuck out of everyone. What you eat when you on low budget intestines.
The point of non-displacement. Thanks! OpenChavan Day
Open Day - Dilpreet Kaur Ghana
• Kenya
• Healthcare
• Tested the Healthcare module • Raised 5 internal issues • Earthians love hidden fields • Partner Engagement Miscellaneous
• 27 Issues -13 Resolved • Help Articles (2) • Evaluations In vs in EPS is important IndiaOS Awesome line-up
Thank You January 2020 Faraz Khatri “According to the book Customer Winback: How to Recapture Lost Customers – And Keep Them Loyal, you have a 20-40% chance of success to sell to a former customer. Where the chances of success to sell to a new potential customer are only 5-20%.” Thanks! Open Day January 2020 IndiaOS
Timeless Books Laptop Fiasco MacBook Pro 15 inch Dynamic Window Sizing
MacBook Pro 13 inch Ubuntu (Home Computer) MacBook Pro 15 inch MacBook Pro 15 inch Invoice Customizer
MacBook Air 13 inch MacBook Air 13 inch Books Website Docs
Stats frappebooks.com/stats Thanks @netchampfaris
Open Day @gavindsouza’s January in review Feat: Execute bench commands anywhere in a bench directory
Possible new additions:
● bench pip ... Before:
After: Bug in python 3.*; fixed in 3.8
“Cannot link /Users/gavin/Desktop/ frappe-bench-dev/apps/frappe/ frappe/public to ./assets/frappe error” during bench build or bench start bench venv fails Step 1: problem simple hai Step 2: still simple Step 3: what??!! Step 4: lol
~100 LOC function courtesy of pypa/pip feat: add apps installed on site in console namespace reStructured bench docs TODO: cover all bench commands + flags with examples (feat. bench autocomplete lol) bench#891
“I came back after 1.5 year & 2 major release, but love of ERPNext towards error is still at peak.”
* chinmay enters chat *
“My bad, I've reported this. This is nothing to do with ERPNext. Kindly close this issue.” bench#905 => bench#838 * $5 droplet + 10 mins later *
“i tried after your comment and it worked…”
“...i don't know what i was doing wrong earlier.” let’s consolidate issues?
learning: people who use easy install don’t give a shit project: bench v5.0 for February 2020
● Documentation ● bench AutoComplete ● Setup and fix tests ● Polished UX ● bench on PYPI ● Release Pipeline Docker Hub
10M+ pulls? Easy Install!!!
What this does?
● Runs easy install ● Maintains his own bench fork ● Disables locale setup, fonts, etc docker run frappe/erpnext:version-12
steps to run ERPNext on a new server: ● apt-get install docker.io ● docker run -p 80:80 frappe/erpnext:version-12
- @pdvyas Other Updates:
● bench: deleted bench “develop” branch (was behind 600+ commits) ● life crisis: Still haven’t gotten closure for bench#888 (feat: faster bench) ● bench(feat): added “find” command to find all available benches on the system ● frappe(UX): warn user about irreversible change while merging documents ● bench/frappe/erpnext(docs): updated issue, PR templates in forum links ● DO image: identified and listed problems. will make internal issues + changes in custom app for rectifying the same Life mein aur kya chal raha hai
SummarySummary Thank You :) Open Day January - Harshit DevOps 52
998 Issues Reported. L2 253 32 Issues a day.
L1 Setting the bar Framework 626 for 2020. 62 Issues 400 Reported by 358 type. 300
200 141 109 100 31 0
Bug How to ER / TB
Billing & Payment 22 66
Accounts 16 13 being 12 persistent. 30 29 9 24 22
How To Bug
Accounts Selling Accounts Selling Stock Reports Stock Reports HR HR 348 115
181
SLA!! 101 L1 L2 Fulfilled Failed
60.9 60.4 30 17 39.11 39.63
DevOps Dec Jan Thank You!! Open Day January ‘20 Index
• Title in Link Field
• Time Format
• Merge Documents Settings
• Email Error
• Support Title in Link Field Title in Link Field
• Initial implementation was done using `frappe.call()`, which broke the UI while rendering.
• Now all title field values are stored in `__onload` under `_link_titles` while loading the doc.
• Formatters use the same `_link_titles` for rendering the title field value for Link Field. Time Format Time Format Merge Document Settings Merge Document Settings
• Anyone who could `rename` a document can merge documents.
• `Allow Merge with Existing` now needs to be checked to merge documents Merge Document Settings Email Error Email Error
• imaplib._MAXLINE = 20480 bytes
• samarthgroup.erpnext.com
• imaplib._MAXLINE = 1000000 bytes Support “peace.”
@hrwx Open Day January 2020
Mitali Deshpande Overview
Help Training Testing articles
Support Others 1. Training
Stocks Buying Customisation 2. Support
1 day sprint support 18 issues resolved Item Tax template issue***
P.S.: Users should not be able to tag an issue as bug
Seeks our attention.. but it’s not really a bug! 3. Release Testing
Features/fix testing for Jan release [Accounts/HR/Manufacturing/ Stock] Software Testing
1. Unit Testing 2. Integration Testing Testing
Missing Docs Internal issues
Documentation Bugs/UX related
Release testing Manual Testing Testing Feat/fix tests Blackbox process “A person who never made a mistake never“ tried anything new.” Test cases Feb Release : Write/followup with test cases in pre release phase 4. Others
Evaluations Github Activity Discuss activity
Advance topics Issues tagging/validation Issues validation/response
Broken links Activities Convocation
Reported: Update videos / links Support team Cricket Finally Post Grad Ceremony as per latest release Healthcare module : KEM visit done!!! ;) 5. Help Articles
1. 3. Shipping charges of item Leave allocation after based on item weight 2. compensatory leave request
Item creation not required in Purchase Invoice Thanks! @crescent28 Open Day January 2020 @Mangesh-Khairnar Pricing Changes ! Grandfather Plan
• 3 months(1st April 2020) Timeline
• 1st deadline 31st January 2020
• 28 out of 65 partners listed
• 7 New signups Buying Mechanism Partners Invoice Sync Listing Routes Be First or Be Smart Issues
• Stripe Integration
• MWS Integration
• Webform Fixes
• Invite users Formatting Fixes
• Partner Lead Fixes
• Assigned By — Frappe Opportunities Pursuit of perfection is an excuse for procrastination? Open Day
Jan ‘20 @marination
1 UX
I hope you’re awake. “ Tabhi.
3 Abhi.“ Tabhi.“ “ “ Color, because why not. The usual:
● 26 Issues ● 3 Internal Issues ● More UX discussion Mussoorie? Trek? Umm... Mérci. OPEN DAY
January 2020 January Release
• Pre-release branch
• Change logs & test plan
• Manual testing
• Release notes
• Community post Pull Requests
140+ Thoughts on Pull Requests
• Add tests & docs (please…)
• Write description of PR (even for a small fix)
• Remove print / console.log ( come on…)
• Reduce logical bugs (so that I don’t have to give thoughts from the beginning) Support Analysis
• Analyse “How To” issues and identify UX problems
• Go through each doctype and every field on it - label, position, dependency, importance.
• Refactor known problematic areas like payment reconciliation, credit note, landed cost, perpetual inventory - ONCE & FOR ALL Payment Reconciliation Beta Payment Reconciliation Beta
(lead to redesign the reconciliation process altogether) Target for this Month Overall Thoughts
• Going through very crucial phase!
• We have to run fast!
• Things will also change very fast!
• But not for development…Instead need to slowdown and focus on quality! Thanks! Open Day January 2020
- Michelle Alva Customer Onboarding
• Started partner onboarding this month • Onboarding of enterprise customers • Streamlined partner and enterprise onboarding process Onboarding Process
• Standard Customer: 3 sessions (at least 1 module) • Partners: 5 sessions (at least 2 modules) • Enterprise Customers: 10 sessions (more query sessions and at least 3 modules) Sessions Conducted - January 2020
• Total Customers: 8 • Total Partners: 8 • Total Sessions Conducted: 24 Onboarding - December 2019 Onboarding - January 2020 Module-wise Sessions
9
7 HR Manufacturing CRM Buying/Selling Accounts 5
2 Number of sessions
0 Modules Appointment Scheduler Integration
• Planned integration of appt. scheduler for onboarding with Pranav.
• Added Customer Type, automatic fetching of sessions and schedule appt. link.
• Creation of Email template for the same - ToDo
NMIMS Training
• Training on “Introduction to Frappe and ERPNext” - Reema
• Training on Basic Setup, Masters, Users and Permissions, Reports and Buying and Selling cycle
• 4 sessions of 2 hours each - 8 hours in total • Got a chance to attend interviews conducted by Reema and Smital :) Trainings Conducted
• Training session for Naresh on Selling and CRM. • Training on Users and Permissions (ISS-2019-09169 - trismartgroup.erpnext.com)
• Training on customisation (custom fields, doctypes) • Review on HRMS, Buying, Selling, CRM, Customisation. Tiffany
• Attended calls and tested features with Umair and Deepesh
• Reported issues faced by the Tiffany team and followup on the same Help Articles
• Create Payroll Entry with Timesheets • Setting Employee-wise Leave Approver in v12 • How to Restore Deleted Documents in ERPNext
L1 Support
• Total: 134
• Closed: 90
• Resolved [Frappe]: 19
• WIP/Dormant: 25 Noteworthy Issues
• Query Resolution session with Jayadev (Partner) • HR issues of Atri Technocrat - Payroll (PT) and Leave • Sales Person user permission issue • Invalid Item Tax Template • Cannot login, invalid credentials • Translation-related issue (Filipino language) Module-wise Tickets
11% Accounts 15% HR 38% Stock/Purchase CRM/Sales 9% ERPNext Subscription Permissions 9% 12% Other 8% L1: Ticket Types
How to 28% Service Request General Queries/Onboarding Discomfort 1% 57% Other 13%1% Target for February
• Streamline Customer Success (Onboarding, Feedback and Churn Analysis)
• Write more help articles, blogs and create presentations for trainings Thank You! :)
Open Day - January 2020 @0Pranav Brief Overview
• Release fada
• Plus Button DRI
• Help with Customer Success DocType
• Social Media Campaigns
• Year Zero Bug Release fada Plus Button DRI
• Lot’s of + buttons in dashboards missing
• Fixed 2-3 of them this month Help with Customer Success
• Added integration for Appointment Scheduling
• Added some ease of use features Social Media Campaigns
• LinkedIn and Twitter is ready.
• Docs are pending.
• Facebook needs to manually review the app. Privacy facade ? ¯\_( )_/¯ Year Zero Bug
• Random DateTime fields were getting set to “0000-00-00 00:00:00.000000”
• Spent almost a day debugging this with Rohit and Suraj
• Spent another half day and some part of travelling trying to find a root cause
• To no avail. Still haven’t found it.
• Guess we’ll know when we update MariaDB to 10.4 Numbers
• 21 PRs to ERPNext, 0 to frappe
• 20 Issues, 2 WIP
• 4 Internal Issues assigned, 1 Open Kerala God’s Own Country Kerala God’s Own Country That’s been my January! Thank You! Open Day January 2020
Prasad Ramesh PR Reviews Docs Problems
Latest release had couple docs missing. Had three options: 1. Criticize people even more 2. Get angry/escalate. 3. Talk and motivate Wrote couple docs myself. Fixed some drip emails
•‘I wanted to remind you’ -> This is an email to remind you
•Internal email and general guide [WIP] Feature Pages
Distribution pages - 5 • Procurement Software • Logistics management software • Supply chain management software • Wholesale distribution software • Open Source Inventory Management Alternative Pages
Shipped 5: • Zoho CRM • Zoho One • SAP • Odoo • Freshdesk Alternative Pages • Did fairly good research • Read about 100 reviews • Hard to find pricing • Add a dash of creativity Alternative Pages
Context •Zoho CRM has a gimmicky ‘AI’ feature •Freshdesk is a rip off of zendesk •Odoo is only open core, not open source Zoho CRM, One
CRM
One Freshdesk, SAP
Desk
SAP
Odoo Page No search results
•Console, sitemap errors •Crawling needs fix before ! ing more Feature Page Signups
January -> 361 Frappe Cloud Website Copy
Aditya: What’s with low code everywhere in the copy. Me: That’s how Rushabh sees Frappe Cloud. Aditya: No! We’ll only host.
*Me After 5 mins: starts writing “Frappe Cloud Lame” copy* *Rushabh walks by*
Me: Aditya is taking about just hosting. Rushabh: We’ll do low code business apps. *Prasad and Aditya: We’ll do low code business apps.
*Dramatization Frappe Cloud Website Copy
•Finished. -> Polish and ! •‘Low code business apps’ •Substantial content, 8 pages, 4K Words Enter-prize
• Agile Implementation for ERPNext • Anticipation: 2-3, maybe 5 pages • Reality: ~20 pages, 5K words
• Why Frappe Services? • Started and typed about 1,500 words. Agile Vs Waterfall
Search for image -> get actual waterfall So it’s a book Got bored Newsletter [WIP]
Features have gaps GetAnERP
•Reviews •Conversations •Ideas Thank You
–Prasad Ramesh Open Day January ‘19
- Prssanna Desai Monthly Targets
✓ Issues/Internal Issues ✓ Workflow Issue ✓ Testing ❏ Dashboard Refactor Framework ● 13 Customer Issues Issues ● 4 Internal Issues ● Frappe Testing (with Suraj) + ● Fixed existing Issues Testing ● 28 PRs Workflow Issue Dashboard Refactor
● Create Dashboard Chart from Script/Query Report ● Create Report type Dashboard Chart ○ Fetches x and y fields ○ Fetches filters ● Filter Group filters for charts based on document type ○ All conditions + child table filters ● Time Series filters on chart ● Filter button on chart? ● Multi axis charts Dashboard Refactor
Dashboard Refactor IndiaOS Thank you! Frappe Open Day January 2020 Incorrect Required Quantity
Subcontract Subcontract Raw Material 1 Item 1 Raw Material 1 Item Raw Material 1 Subcontract Raw Material 1 Subcontract Item 2 Item Extra Material
Item Code + Purchase Order + Purchase Order Item Item Code + Purchase Order Material Request From Warehouse Material Request Planning Source Warehouse for Work Order Download All Attachments Auto Email Report Issue Thanks :) Rohit Open Day January 2020 1
Healthcare Domain Testing Co-credits: Dilpreet
● Labelling needed refactoring ● Field orders ● Wrong Field Types ● Bugs ● No Dashboards ● Code needs refactoring ● Missing and better documentation needed
3 Refactoring Process ● Reviewing field naming, types ● Adding description ● Field Placement ● Solve Bugs ● Add Dashboards ● Code refactoring ● Documentation ● Testing Naming - before
5 Naming - after
6 Field Description
7 Fields
● Link fields configured as data fields ● Child Tables used as Link fields ● Read only, Fetch From, Mandatory properties ● Field Placements ● Inconsistent Status fields
8 Dashboards
9 Dashboards
10 Anti-pattern process
11 Anti-pattern process - fix
12 Reschedule and Check Availability overlapping
13 2
Healthcare Bug Fixes Status Issues
15 Status Issues - solved
16 Patient not getting fetched in Patient Appointment and Encounter
17 Buttons not working
18 Appointment Analytics
19 16 Forms Refactored 15 Pages of documentation 7 Bug fixes
20 3
Miscellaneous feat(Report View): show status derived from docstatus #9279
22 23 fix: handle PermissionError for auto repeat email notifications #9404
24 25 4
Event Streaming When Suraj said lets merge Event Streaming
27 Finally!
28 5
Learning Thanks!
- Rucha Mahabal
32
Open Day January 2020 Issues 3 Open 3 WIP 13 Resolved Github Testing 6 out of 36 POS Optimization
• Creation of POS Invoice instead of Sales Invoices
• Merging of POS Invoices automatically on POS Closing & with Merge Log creation
Challenges
• Loyalty Points
• Return
• Reconciliation? Upcoming Changes
• Creation of POS Opening & Closing Vouchers
• Creation of POS Session on Opening
• Auto merging of POS Invoices created in a POS Session on Closing Refactoring UI Again Requirements
• Quick transaction with almost no dialog or popups
• Need for a lot of buttons at fingertips
• Autofocus on next required fields
• Optimize for both keyboard & touch
• Better Item, Customer selection
Thanks @nextchamp-saqib OPEN DAY
JAN 2020 SAURABH CONTROLLER
GATEWAY UPGRADE DOWNGRADE NO!"CA!ONS REVIEW
AUTO INVOICING ISSUES • DEFERRED REVENUE DATE • INVOICE EMAIL TO SUBSCRIBERS • PRINT FORMAT FOR INDIAN USERS
EMAIL DOMAIN BREAKDOWN MailGun Logs Email Queue Newsletter
ELIMINATE / MINIMISE BOUNCE RATE
THANK YOU Open Day Jan 2020 Code Reports API Reports API MOCKUP Desk Refactor Reports Clean Up? IndiaOS Travel & Talk Travel & Dine Travel & See Travel & Meet Finally Tired. ! Open Day - January 2020
Simran Monteiro Customer Success
Reached Out To 24 Sessions
8 Customers 16 Sessions for 8 Customers 8 Partners 8 Sessions for 3 Partners Customer Success Customer Success Customer Success Customer Success
Next Steps
● Streamline Processes To Handle The Load ● Appointment Scheduler ● Email Campaigns ● Feedback Issues
37 Issues
Analysis:
1. Multi-Currency in HR - Expense Claim 2. No Support Plan 3. Renewing subscription, Pricing 4. Reselecting Territories - Customer (ISS-2019-09180) 5. Print Hide 6. Barcodes for Serial Number Documentation
Manufacturing Setup Guide - Completed
Retail Setup Guide - In Process Thank You
20 Open Day January 20 Translations 20
Translation Tool (WIP)
~91 translatable strings fixed feel-good code
Release Testing with Prssanna and Sahil 32 Support Issues 32 46 Pull Requests 93 Reviews 20 20 Thanks @surajshetty3416 20 20 Tejas Karnik - January @travelling_turnip_ Highlights of the month.
• One month completed in the company
• Completed scheduled trainings (almost)
• Started shadow commenting on support tickets
• Started handling one of clients - Industrial automation & electrical systems limited account.
• Turned a year older yesterday, once you cross 25 you are already 30. Frappe - Rushabh and Basawraj eye openers for me.
• Attended IndiaOS • The “Quess” moment • Hasgeeked ! • Clearly I wasn’t the smartest person in any room. • Larger picture of FOSS,ERPnext,Frappe. Tejas Karnik Let us catch up on Instagram @travelling_turnip_