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Frappe Open Day January 2019

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Frappe Open Day January 2019

  1. 1. Open Day Jan 2019 By Deepesh Garg
  2. 2. Bug Fixes
  3. 3. ❏ Minor bug fixes in Analytics report ❏ Loyalty program issue fix in customer dashboard ❏ Minor Bug fix in stock reconciliation entry ❏ Validation while updating item qty in sales order using update items button after delivery. ❏ Addition of GST fields in sales order, purchase order and purchase receipt ❏ Bug fix in auto email report for CSV and XLSX Format
  4. 4. ❏ Address and contact report view fix. ❏ Quick entry with geolocation field issue fix. ❏ Display all filters in list view for small devices. ❏ Encoding issue fix in comments.
  5. 5. New Features
  6. 6. Links to report in Email Digest
  7. 7. Links in Auto email Report
  8. 8. Lost Reason selection in opportunity and quotation using Table Multiselect
  9. 9. GSTR3B Report (WIP)
  10. 10. Enhancement in POS Functionality
  11. 11. Partner Portal
  12. 12. Documentation
  13. 13. THANK YOU
  14. 14. Open Day January 2019
  15. 15. Dashboard Only accounting for now
  16. 16. Pricing Calculator Merged and Removed
  17. 17. L2 Support With Faris and Nabin
  18. 18. Thanks Aditya
  19. 19. Frappe Open Day January 2019 @Thunderbottom
  20. 20. Database Snapshot Research Project MariaDB and PostgreSQL
  21. 21. Test Deployer Bot (yet to be deployed)
  22. 22. Email Reply All
  23. 23. DevOps Deployment ft. Sa{hil, urabh}
  24. 24. Security and Vulnerability Reporting Page pls help me file cve’s, pls it is boring
  25. 25. Support and Issues • Fixed ReportView int-str comparison in docnames (#6876) • Use relative URLs in Data Import (#6875) • Login Redirect (#6826) • Fix `get_notifications()` for DDL statements (#6826) • Data Import: Import Data in batches (#6673)
  26. 26. Domo Arigato~
  27. 27. Open Day January 2019
  28. 28. To Team or not to Team?
  29. 29. JSFoo
  30. 30. Mentoring
  31. 31. 1. Communicate, clear your doubts 2. Answer your own question 3. Dive into framework code 4. Don’t sweat the details 5. Get to v1, fast 6. Sweat the details 7. Open the Pull Request 8. Irritate someone to get it merged
  32. 32. Support
  33. 33. Support Bug Fixing
  34. 34. Thanks @netchampfaris
  35. 35. Open Day January 2019 @Mangesh-Khairnar
  36. 36. GDPR Compliance ➢ Personal Data Download Request ➢ Personal Data Delete Request ➢ Request Data ➢ Request to Delete Data
  37. 37. Request Data(Download)
  38. 38. Request to Delete Data
  39. 39. Verification Email
  40. 40. Confirmation View
  41. 41. After User clicks on the Verification link
  42. 42. Delete Data Option gets disabled
  43. 43. ➢ Support ➢ Order Ledger(Cancelled)
  44. 44. Jan 2019 Mapping ERPNext
  45. 45. “What we need is not Evolution, but a Revolution.” - Sir Ken Robinson
  46. 46. 5 Whys Or in our case, 2
  47. 47. Recategorization Solving Hierarchy
  48. 48. Principle of Exclusion Instead of piling up features
  49. 49. Overcoming things taken for granted “We must disenthrall ourselves, and then we shall save our country.” - Abraham Lincoln
  50. 50. New Structure
  51. 51. Before After Config Desktop Icon
 Records Desktop Icons Modules Config Modules
  52. 52. धन्यवाद @pratu16x7
  53. 53. Frappe Open Day December - January Rohit
  54. 54. Supplier Schemes
  55. 55. Pricing Rule Enhancements
  56. 56. Pricing Rule Enhancements
  57. 57. Pricing Rule Enhancements
  58. 58. Pricing Rule Enhancements
  59. 59. Daily Reminder and Progress Update
  60. 60. Daily Reminder and Progress Update
  61. 61. Disable Prepared Report
  62. 62. Report Progress Bar
  63. 63. Tax Withholding
  64. 64. Support & Other Fixes ❖ Fixed user permissions patch with Suraj (2.5 lac records created in 13 sec) ❖ Auto email report not showing all columns in the email ❖ Fiscal year should always be for 12 months ❖ Increased bytes limit for imaplib (20480) ❖ Translation was not working for the html data ❖ Added finance book in the trial balance report ❖ Added party’s bank account in the payment entry ❖ Added limit field in the payment reconciliation ❖ Bank reconciliation showing multiple entries against one journal entry
  65. 65. Thanks :)
  66. 66. Open Day - Sahil Khan
  67. 67. Content: - Deployer Bot. - Relative time-frame filters. - Database Snapshots. - V10 to v11 Migrations. - Deploying and Switching branches on servers. - Bug Fixes, Issue Resolution and minor Features.
  68. 68. Deployer Bot
  69. 69. Relative Time-Frame Filters - Condition: Previous (Past), Next (Future). - Values: 1 week, 1 month, 3 months, 6 months, 1 year.
  70. 70. Database Snapshots - Worked with Chinmay on database snapshots for reverting a database to a previous state in case deploy breaks. - Tried Xtrabackup and Mariabackup but both of them have compatibility issues. - Future - Postgres (will be handled by Chinmay)
  71. 71. v10 to v11 Migrations - Migrated about 60 sites in the last 2 weeks, target was for 100. - Targeting 100-150 sites in the next sprint.
  72. 72. Deploying And Switching Branches on Servers - After v11 was made master, changes had to be done on cloud. - Master -> v10.x.x - Staging -> Master - v10 was deployed by Saurabh and v11 by me.
  73. 73. Bug fixes, Issue Resolution And minor Features - Add check for billing address before payment. - Add fields for site_users and subscription_plan in sync invoices. - Replied to 2-3 issues per day on an average. - Feature: create an email group for all the users on a particular bench with a single click.
  74. 74. Thank You @sahil28297
  75. 75. Open Day January Yes, that indeed is Comic Sans
  76. 76. Landing Page for Enterprise and Feature Page
  77. 77. Docs Removal Removed in-app help from v10 and v11
  78. 78. Partner Portal
  79. 79. Open Day Faraz Khatri
  80. 80. Learning so far ● 50% of the product knowledge CRM,Manufacturing,Buying,Selling. ● Attending Demo’s,Incoming Calls,Replying to Opportunities. ● Chat Support. ● Calling Trial account customers and understanding business requirements. ● Scheduling demo’s for qualified leads from trial account. ● Taking Demo’s with the help of team.
  81. 81. Call Analysis ● Total Calls Attempted :- 82 ● Connected Call :- 46 ● Session Scheduled:- 5 ● Converted :- 1-2 hopefully
  82. 82. Goals ● In depth product knowledge. ● Conducting Demo’s independently to answer most of the customers query. ● Support issues. ● Understand Business process.
  83. 83. Thanks !
  84. 84. Open Day (5th Feb,2019) - Harshit Agrawal
  85. 85. Product Knowledge: ● Getting an overview of every module through videos. ● Learning in-depth about each feature on Support. ● Implementing the same in Test Company. ● Knowing the workflows and modules: ○ Manufacturing ○ Distribution and Retail ○ Buying and Selling ○ Accounts ○ Setup
  86. 86. Issues and Opportunities: ● Answered 74 queries and issues. ● Scheduled 4 Demo Sessions ● Replied to 44 leads against which 10 converted into Opportunities. ● Attended one Partner meeting and 6 demo sessions. ● Handled Chat support. ● Help Articles ● Came around 4 Bugs out of which was able to fetch 2 workaround.
  87. 87. Need to work on: ● Need to work on standardisation of the processes by keeping everyone in the Loop. ● Documenting each and everything regarding the processes which is supposed to follow. ● Designing the automation part for more productivity, efficient use of resources and reliability.
  88. 88. Upcoming Plans: Getting to know the application and reaching the heights of my colleague’s expertise. Every new issue is a new learning to me which shouldn’t be the case in upcoming months. Designing One standardised process based on current requirements and scenario and priority. Giving at least 10 demos until next Open day.
  89. 89. THANK YOU!!
  90. 90. Open Day [Sprint-1st Feb] Developer
  91. 91. Service Level Agreements ● A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user that defines the level of service expected from the service provider. ● Now time limits shall be applied for first respond and solving the Issue.
  92. 92. Support Issues ● Good learning experience ● Gave a better product understanding functional as well as development wise. ● Some of the Issues worked on: ○ GSTin Validation failing for valid GSTin number. ○ Offline POS not working. ○ Custom Scripting.
  93. 93. Support Portal ● Custom Vue.js based, company wide Support Portal. ● Would enable us to move over from email based to ticket based support.
  94. 94. Open Day January 2019
  95. 95. What gives me energy? - The Passion Check-in What drains my energy? - The Truth 2
  96. 96. The Division Slice ‘em, mix ‘em up, divide & rule! 1
  97. 97. 10 Demos / Onboarding 90% ERPNext-eee-vee- 9Query / Consultation 4
  98. 98. GitHub & Discuss Forum 6 GitHub - Closed 9 issues! - Replicated and responded to 100. Discuss: - Got a few badges, some likes! - Closed a thread on which people gave up completely! Learn more here.
  99. 99. The Addition Let’s just create even shorter groups for more accountability. 2
  100. 100. My first Reseller 8 1 Som e guy:Iw antto w hitelabel ERPN ext 2 Jai:No,you can only sign up as a reseller. 3 Som e guy:O kay,w illdo. You can check out this story on #ENQ-17-18-08085
  101. 101. Meetup Co-organizer Jai 2.0 9 You can learn more about this here.
  102. 102. “ Always work on data. Nobody cares about your opinions. - Bharath 10
  103. 103. 11
  104. 104. 12
  105. 105. We’re making our own luck. 13 The Vicious Cycle Deploy (- 0 tests) Create a feature Handle Support
  106. 106. ‘Product Experts’ Week 14 General Observations: ○ Most Naive users try to login to “erpnext.com” ○ Most Power users try to extend the threshold. (A certain cutting tools user) ○ Most reported issues are KNOWN BUGS. Tip: Instead of new feature developments, we can create a Backlog of persistent, known issues and resolve them by the 1st Quarter end!?
  107. 107. The Inevitable You can’t fool death. 3
  108. 108. Some operational bottlenecks: - L1 Support - SAAS - Enterprise - Inside Sales - In-app chat - Asset Creation - Automations - Implementations - Backlog 17
  109. 109. Calling out has failed. - Opportunities are left unanswered everyday. - Issues that don’t get resolved! - Adwords / Marketing is dying a slow death - Migration to v11 should be done meticulously. Majority of the issues live here. - Missing Documentation 18
  110. 110. I’m Lost! ps. Change management 19
  111. 111. Credits Special thanks to all the people who endured this rant. 20
  112. 112. #Open_Day #January_2019 Mitali Deshpande
  113. 113. #Check-in Major Transition: From Elites/Green Dots/Technocrats —>To SaaS Growth / SX4 Reloaded Back to Square 1
  114. 114. #Number_of_Query/ Demo_sessions 17
  115. 115. #Support Closed Issues: 77
  116. 116. #Chat_support
  117. 117. Git Tagging 54
  118. 118. KB Articles: 2 Salary working day calculation Can't submit salary slip
  119. 119. Upcoming Blogs: Open Source: The TechnoBeast Aesthetic sense
  120. 120. #Curiosity_Learning L2 Issues
  121. 121. Thank You @crescent28
  122. 122. My First Open Day January 2019
  123. 123. ● Made notes of missing pieces and outdated documentation ● Also, Versioning of Docs might be beneficial Read the full frappe Documentation
  124. 124. ● the auto-generated apidocumentation was cool. ● It was scrapped due to lowadoption ● IMO there was no documentation on "auto generate api documentations"so nobody realised how coolit was. Worth a retry. Observations on Frappe Tutorial
  125. 125. Worked on the partner portal for the first sprint
  126. 126. ● Only 2 PR in the first month ● Need to focus on productivity in the upcoming month
  127. 127. Hubmarket Master Plan
  128. 128. ● Product listing and discovery portal ○ Beta version is currently live ● Inter-company transaction system ○ Implement using Electronic Data Interchange formats ○ Will help integrate Frappe accounting later ○ Also will enable Product Information Management(PIM) that will help Manufacturers maintain accurate product information down the supply chain. ● Deep integrations with ERPNext ○ Marketplace listed products will show up right inside PO and item list ○ "Send via Marketplace" feature will make transacting between companies using ERPNext seamless.
  129. 129. ● Local trains during peak hours are insane and awesome ● So many people and So densely packed that, it almost triggers an existential crisis. ● made an list of awesome places to visit in mumbai... ● also made a list of hindi movies to watch and learn more hindi
  130. 130. फर मलगे
  131. 131. Open Day December 18 - January 19 - Kenneth Sequeira
  132. 132. December Team SaaS
  133. 133. • L1 Support (Pretty Much) • Pairing up with Sachin for some Marketing Tasks • Features page • Free plan email • Setting up Analytics (Heap Analytics, FullStory )
  134. 134. Results?
  135. 135. Hacktoberfest 2018 Look ma, I’m a contributor!
  136. 136. SaaS Team SaaS Growth Team Sales Team (split internally in tasks) 3 sprints (6 weeks from previous Open Day) Roughly 2 weeks…
  137. 137. Learnings with New Team • Chat • Customers/Users happy with direct touch • Usually have queries regarding setup/subscription • Need to make robust FAQs (support kb and payment FAQs, lots of confusion around this) • Way to downgrade subscription (can only upgrade) • Calls • Getting in touch with some customers perhaps too soon • High Drip email response • Quality training + product knowledge for new joinees
  138. 138. Signup Drip Webform/In-app capturing of Goals Post Sign up Lead Scoring Call After 2 - 3 days With good A/B testing
  139. 139. Some Numbers • Calls - 18 • Contacted - 16 • 3 interested, evaluating, exploring • Demos - 6 (some in association with Faraz and Sachin)
  140. 140. Thanks!
  141. 141. Open Day January 2019 Nabin Hait
  142. 142. 100+ Pull Requests “ Item Tax Template ”
  143. 143. L2 Support
  144. 144. Payroll based on Employee Cost Center
  145. 145. Payment Reconciliation Optimization
  146. 146. Default based on User Permissions
  147. 147. Item Price based on UOM
  148. 148. Regional Taxes Creation Discussion on GSTR 1, 2 & 3B GST Settings & Reports Permission
  149. 149. Inter company serialised stock transfer
  150. 150. Thanks
  151. 151. Open day ! DEC(2018) - JAN(2019)
  152. 152. New Features.
  153. 153. Master calendar completion : Installation Through NPM. PopOver UI. On load UI Fixes. Unit Testing. UI Testing.
  154. 154. Document Follow (Subscription) So, now you can track changes and communication on followed Document.
  155. 155. BULK INSERT AND UPDATE USER PERMISSIONS Ok, Now you can also update or insert multiple User permissions .
  156. 156. Fixes:
  157. 157. Fixed some github issues 1. [bug] Timesheet - creation via webform doesn't work #14928 2. Company Sales Chart NOT rendering properly when Goal is set to 0 #15537 3. Expense Head Is Not Auto-updating when Invoice made from Purchase Receipt #15280 4. V11 Staging Error in Calendar view when Filtering on 'Assigned to me' #14632 5. IndexError: tuple index out of range #13978 6. Github Issue #16250: Quality Inspection Issue 7. Job Card Issue - Actual start date must be less than actual end date #16151
  158. 158. Support 6 VTU issues. Developed a feature for VTU. Calendar issues. Not able to replicate chat not found Issue. Calendar Time Zone Fixing. date._offset = (moment(date).tz(frappe.sys_defaults.time_zone)._offset);
  159. 159. Thanks….
  160. 160. - Reema Mehta Open Day Dec - Jan
  161. 161. Documentation 1. Documented the HR Policies 2. Wrote content on “Why work @ Frappe?” which is now on our Frappe site
  162. 162. Employee Engagement 1. Charity work during Christmas • Raised 33k (including equal amount matched by the company) 2. Planned trip to Wayanad
  163. 163. Others 1. Voluntary helped in solving HR issues on support. Even attended a call 2. Helped in adding features in v12
  164. 164. Thank You !!!
  165. 165. Partner Team Open Day - Feb Presenter : Rushikesh Parekh Salman Mulani Ketan Desai
  166. 166. Rushikesh
  167. 167. Documentation 1. Partner Agreement 2. Onboarding 3. Brand Usage Guidelines 4. Sales Training 5. Partnership Structure 6. Partner Portal
  168. 168. Learning 1. Indirect Sales. 2. New partners happy to work with us. 3. Onboarding Partners.
  169. 169. Salman
  170. 170. Documentation 1. Sales Training 2. Partner Portal 3. Partner Agreement 4. Onboarding 5. Brand Usage Guidelines 6. Partnership Structure 7. Partner Portal
  171. 171. Other Tasks & Learning 1. Software @ Works Training 2. Requirement Analysis for Prospects 3. POC Learning- 1. Scope should be defined before taking any project. 2. For smooth Implementation Timeline should be defined in advance for each task. 3. You should be strict with deadlines & deliverables 4. Identifying jewel in pool of partners is an art. 5. Getting Payment from customer is hard task than you think.
  172. 172. Ketan
  173. 173. Documentation 1. Partner Agreement 2. Partner Structure 3. Partner FAQ 4. Onboarding 5. Brand Usage Guidelines 6. Sales Training 7. Partner Portal
  174. 174. Happy Selling Thank you
  175. 175. Open Day Dec 2018 - Jan 2019
  176. 176. SAAS Fixes • Drip Emails • Chat Fix • Bank Account -> Bank Name • Sign up fix • Explore 2.0
  177. 177. Working in 
 Innovative Companies • Low Tolerance for Incompetence (Freedom) • Individual Accountability • Failed Projects • Brutal Criticism
  178. 178. Thanks!
  179. 179. Open Day Saurabh
  180. 180. OG IVEL
  181. 181. ewN ignupS Designed by Partu
  182. 182. hallengeC • Switch erpnext.com to V 11 • Setup new subscription plans • Setup Add-Ons • Setup Stand-By sites pool
  183. 183. earningL Though tested! Always deploy small chunks
  184. 184. pgradeU ageP
  185. 185. urrentC
  186. 186. pgradeU
  187. 187. dd-OnsA
  188. 188. ddressA
  189. 189. utoA nvoicingI
  190. 190. • Setup CRM Pipeline • Setup Transaction ID in Invoice • Apply taxes based on GST state • Settings for Deferred Revenue • Plan mapping based on subscription type • Setup customers account details based on customer copeS
  191. 191. 11V igrationM
  192. 192. TPO ptimizationO
  193. 193. ewN lowF Designed by Shivam
  194. 194. therO
  195. 195. RP eviewR 23 PR across 7 Repos
  196. 196. ocsD eployD
  197. 197. entralC • Provision in deploy to consider standby sites • Refactor daily erpnext notifier • Reseller signup process • Account redirect fallback ixesF
  198. 198. estingT
  199. 199. Thank You
  200. 200. Open Day Jan 2019
  201. 201. Team Member doctype
  202. 202. 30+ bug fixes
  203. 203. 1 year at Frappe
  204. 204. Thanks @surajshetty3416
  205. 205. Dec - Jan Umair Sayed Open Day
  206. 206. Issues Rating Issues Rating - 3.4 I am writing this mail to lodge a strongest possible protest. We have been recently migrated to your beta version yesterday. Since yesterday my company’s work has come to stand still because of numerous issues faced by us. I have sent mails to your support since yesterday, but there was no response. Only when I called up your telephone number, I have managed to get some response. - Prashant Soni, Accusonic
  207. 207. • L1 Support • Issues • Chat support • Phone Support • Enterprise Sales • Trial account calling • Opportunities • Demo sessions • Customer Success • Knowledge Base
  208. 208. • L1 Support • Issues • Chat support • Phone Support • Chat Support Team 1 • Enterprise Sales Team 2 Team 3 • Trial account 
 calling • Opportunities • Demo sessions Teams
  209. 209. L1 support Enterprise Sales SaaS Sales • L1 Support • Issues • Chat support • Phone Support • Calling • Sessions • Opportunities • Opportunties • Sessions Success Team • Track activation • Maximize renewal • Journeys • Long term assets
  210. 210. Learnings • Trial Account • Trial Request • Email verification • Site creation • Setup • Prospects • Some seeing ERPNext since years • No activity after setup • Some expect a call back
  211. 211. Going Ahead • Use Calling Service • Shifts to increase working hours • Divide regions based on shifts • Dedicated team for calling? • Drive journeys
  212. 212. Customer Feedback Here my team is frustrated as we lose many hours weekly due to the huge amount of bugs we daily find in the system. You now changed bug handling process solving when it is more suitable for you, this means there is no attention to your customers who can’t work until you fix the bugs, I am tired of repeating you this. - Cosimo, II Pezzo Mancate I am trying to get a few things going but don't understand how to make new features of v11 kick in as well how to make a few things work the way I want. - Chris Wagner, icravepos
  213. 213. Customer Feedback Since we didn’t get much support in the setting up of the system, we had to find an alternative platform which in this case is working extremely well and with great online support thus meeting our needs. - Karimi Barine, publishinginstitute We are just checking a trial. We are using a self-hosted solution. - Norman
  214. 214. Umair Sayed Thanks

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