Open Day August 2019

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Open Day August 2019
(also July 2019)
@0Pranav

What I’ve
worked with
NodeJS
Express
MongoDB
Express, but with
TypeScript.

Well that’s all been
before frappe.

Joined frappe
on 23rd July
Which was also
frappe’s 11th birthday.

Struggled with macOS the entire
day.
• MariaDB wouldn’t let me set the root password. So bothered a
bunch of people about it.
• No one came up with a solution so finally resorted to
reinstalling macOS
• And it still wouldn’t work

Yep all I had to do was add `sudo` to the
original command

• Worked on the Library
management tutorial
• Also celebrated ERPNext
hitting 5K stars on GitHub
• And got briefed about the
Accounting app

So unlike other people I’ve seen here, my whole family works
in accounting. I just never learnt accounting from them.

My dad, when I told him I need to learn accounting:

Working on the accounting app
• Worked on learning accounting app for a week or so.
• Just when I thought I’d got it, caught a flu.
• Got better, worked for week and

Fast forwarding a bit since we’re
on slide 16 already
• Got back and had another fever.
• Finished the accounting app in the next week.

Also wrote this Wiki page since I had so much
trouble finding out about tree view.

Aaaand it’s obsolete
Thanks to Faris!

So what now
• Working on the marketing team.
• Started working an Appointment Scheduling system.
• Will be used to schedule evaluation calls

Progress so far
• Finished with
DocTypes,
Validations.
• Finished a
prototype
frontend.
• Need to refine UI
a bit more.

Well that was a long
presentation

Sales Order Delivery Note
Pick List

Work Order Stock Entry
Pick List

Material Request Stock Entry
Pick List

Other Changes
Display popup only to the receiver
Information about caller in call log
Used comments for summary

Multi Currency
Transactions
- User has to enter exchange
rate manually

Frappe Accounting
Planned Release : ERPNext Conference

On Weekends
- An anime downloader by
scrapping a certain anime
website
- npm i cheerio firebase vue

Overview of the
Month
Exciting and Fun - Learning month
Entering a new segment of work:
MARKETING (maybe this would break the
inertia :P)

Opportunity work
Opportunities
124
Demonstrations
10
Conversions
8

Minor Changes
Decided to pass on lead to the
Partner team - which will allow us to
spend more time on bigger opportunities
Lead distribution to Internal Sales
Team and Partner Team

Learning
Implementations:-
#1 Wellknit Industries
#2 Horizon Technologies

Opportunity Work
No. of Opportunities
143
Demo Sessions
13
Query/Implementation
12

Insights
! 493 Opportunities.
! 18 Google Ads.
! 192 Drip Emails.
! 283 Contact Form.

August Overview
- Defining process
- Followup
- Demo & query sessions
- Training
- Marketing, Pricing, Implementation.
- Evaluation

319 215 229 96
Manufacturing Distribution Service Retail
Top Serving Domains

Need to work on
Focus on Manufacturing domain.
24X7 Support
Implementation Expertise

“The best way to become essential for the companies that
buy your products is to help them grow their business (i.e., to
produce meaningful ROI) in unique ways. That is what
solving customer problems is all about, and it’s as neat as an
encapsulation of the difference between enterprise and
consumer software as we can offer.”
― Blair Reeves

Kolad (Experienced rafting for the first time in my life) Thanks Team
Floating Frappe

Outbound
❖ Setting up process for outbound:
➢ Generating Leads -> Qualification -> Meeting -> Closure

OPEN DAY AUGUST ‘19
GOOGLE CALENDAR
▸ Finally Got Merged

GOOGLE DRIVE
▸ Upload Instance backup to Google Drive
▸ Optional ﬁle backup to Google Drive

MULTIPLE EMAILS AND PHONE NOS. FOR A CONTACT
▸ A Contact can now accommodate all the Email Ids and the
Phone nos. of the Contact
▸ No need to create multiple Contacts to save multiple Email
Ids

ADDRESS IN CONTACTS
▸ Finally Contact with Address.

IMAGES IN COMMENTS
▸ Well this existed at some point of time, but is back again.

GLOBAL SEARCH
▸ Don’t show certain DocType results in Global Search
▸ Prioritise results based on DocTypes:
▸ All the Masters
▸ Transactions
▸ Everything else

HONOURABLE MENTIONS
▸ ISS-2019-03895
▸ Spend 4 hours debugging, going through the code
▸ In the end
▸ set([Victor, Victor, Victor, Víctor])
▸ {‘Victor’, ‘Víctor’}
▸ í variant of i which caused the whole ﬁasco

PEACE
@hrwx

Open Day
August 2019
By Deepesh Garg

Immutable Ledger
• Removed logic for future reposting
• Blocked back dated stock transactions
• Test case and patch fixes

• Cr, Dr Symbol fix in chart of accounts
• Customer dashboard heatmap
• Duplicate items check in Sales Invoice
• Section heading and line break fixes in print format
• Duplicate items in Menu dropdown
• Email Perm in set_read_only mode for workflow
Support Issues + Bug Fixes

• Error in Access log while printing multiple docs
• Response fix in seen notification of chat message
• Web form list view container fixes
• Enhance in purchase order for subcontracting

Issue at glance
Escalated to L2

How I worked
1. View all the issues.
2. Select the oldest one.
2.1. If older than 10 days then criticise.
2.2. Else ask for progress.
3. Follow up.
4. Go to step one.

Some Appreciation
Nabin & Rohit (always ready for help).
Marica (Regularly asking for issue).
Faris (for being honest).
Mangesh (For taking responsibility during support load).

Thanks
(Sabse bada rog kya kahenge log…)
@anurag810

Open Day
A u g u s t 2 0 1 9
Redefining my roles & responsibilities
Nabin Hait

Accounts Receivable is monalisa

How to fit in expected role?
When firefighting will end?
How to contribute more?
How to manage time better?
How to define priority?
How to improve quality?

Open Day
frappe/erpnext
August 2019 Saurabh

Sender Gmail Inbox ERPNext Inbox
Receiver A
Receiver B

Custom Port for
Incoming Emails

Use SSL Port for
Outgoing Emails

Append Outgoing Email
to Send Messages
[WIP]

Offsite Backup Fixes for
Large Databases

Conﬁrm Auto
Subscription Renewal

Migration Script for
Datalifecycle

3%
46% 51%
August
Assigned 36
Closed 32
Open 2

Support Needs
• With Mid Tier - Enterprise Companies, the service
expectation is really high.
• We can do a lot better in terms of delivery and
communication.

Marketing Activities
• Team to own the pipeline from lead generation.
• Track conversions.
• Lead scoring. Assigning leads to partner and internal sales team.

Mitali Deshpande

Michelle Alva

Documentation
● Completed HR Documentation.
○ Need to work on some pages.
○ Pending review and final edit.
● Started working on documenting the Projects module.

Support Issues
Resolved 57 issues

Frappe Open Day
August - 2019
Rohit

Serial No Valuation Issue
Stock adjustment was booked for material transfer
entry

Group By Voucher (Consolidated)
Account balance was not matching between general
ledger and trial balance report for deferred expenses.
Posting Date Amount Voucher No
01-02-2019 100 PINV-00213
01-03-2019 100 PINV-00213
01-04-2019 100 PINV-00213
01-05-2019 100 PINV-00213
Expected Value For 2018-19
200
Actual Value For 2018-19
400

Balance Sheet Not Matching
• Backdated negative entry which has picked up
wrong valuation rate.
• While inward the conversion factor was 1 where
as while delivery the conversion factor was
diﬀerent (expected valuation rate was 0.342
whereas actual valuation was 110).
• From negative to positive the stock value
diﬀerence calculation was wrong.
• Stock reconciliation with more than 100 items,
stock ledgers creation was not done through
background jobs.
• Incorrect account selection in the stock
reconciliation.

Prasad Ramesh

43 pages in total. Merged, both are live.
Added a lot of content - features, flowcharts, screenshots, etc.
Added new pages like:
● Routing in Manufacturing
● Unit of Measure in Stock
Manufacturing and Stock docs

● Understood the Manufacturing flow first with self implementation.
Did a good job on the docs, got minimal changes post review.
● Stock however had more scope for improvement but then Smital kidnapped
Umair to the UAE.
● Gonna continue reviews with Rushabh.

● Had to make it interesting for me so now I know how plastic is manufactured
(somewhat).
● Videos were helpful. Resorted to research and discuss forums to understand
the root motivation behind a specific feature when I couldn’t find someone to
tell me about it.

Some pages with noticeable changes
Manufacturing has only 13 pages but are very content dense
● Bill of Materials
● Work Order
● Purchase Receipt

Wrote convincing Item Descriptions to use

Fun conversation at work
Me: Stock Entry mai ‘Receive at Warehouse’ kya karta hai?
Harshit: docs padhna.
Me: Wahi likhna hai.

Marica D’souza
Open Day August ‘19

Issues
● 11 issues
● 10 resolved / closed
● 1 replied

Effective
Communication
Multitasking
Keep going at it

Date:04/09/2019
Open Day
Dilpreet Kaur

*Le me clinging onto Reema like*
First week at Frappe!

Week 2:
✤ Understanding the Purchase and Sales Module.
✤ Understanding the Accounting Module.
✤ Understanding the Manufacturing Module.
✤ Understanding the HR Module.

Gave my very first mock demo!
Thank you, Reema!

Chennai Meetup
It sucked. Pondicherry was amazing

Backbone
Running https://erpnext.org

No good can ever come out of this

Please. Please. Please. Don’t do this

Altered Navigation to Subscription Page

• Carpenter Properties PTE Ltd
• IMEL 
 
Live

• Speaker Guidelines
• Marketing
• Sponsorships
• Merchandise
Conference

• How To (Documentation)
• Incorrect Conﬁgurations (Explainer Videos)
• Customisations (Push to Vanilla)
Weekend Support

RECRUITMENT
Open Positions
Designer
Consultant
Developers
Hired
Writer
Consultant

ENHANCEMENT
Fixes
Loan repayment
Attendance & payroll
New feature
Overtime

IMPLEMENTATION
Go Live
1st September
Postponed
1st October

ERPNext
2 New Partners
Onboarding
Amr Zahra linuxsolutions.tech

Partner Portal
• Added 2 videos and 1
presentation
• Fixes for partner payments
and uploads

Goals
Add Marketing Materials for partners on Portal
Credit utilisation by passing and closing leads
Streamline partner sales processes by providing in-
depth sales training

Rucha Mahabal

Event Producer
• In order to follow a particular doctype on a remote site, subscribe to the producer

Event Consumer
• Whenever a site subscribes to an Event Producer for a list of DocTypes it wants to follow, an Event Consumer
object is created in the Producer’s site. If it already exists then the list of subscribed DocTypes are updated.

• All the communication between the sites takes
place through FrappeClient, a client library to
interact with Frappe/ERPNext API.

• Producer maintains an Update Log for all the
DocTypes that have subscribers. Every Insert,
Update and Delete is recorded.

• Insert, Update - stored as JSON objects.

• Delete - stores ID/name of the document.

Issues solved: 9
Here are some signiﬁcant ones…

Workflow State Issue
Not a great fix but a good find :)

Problem:

When workflow is setup, the Actions menu in List View used to
show Submit and Cancel options.

If docs are directly submitted instead of following the workflow
states, it updates the docstatus as 1, but not the workflow state.

Fix: Submit and Cancel options are hidden when workflow is setup.
User has to follow the workflow to update the documents

Open Day August ‘19
- Prssanna Desai

Finally merged!Finally merged!

UI fixes
● Energy Point Notification fixes & improvements
● Added created by to default sidebar filters
● Dropdown menu not working on mobile (Form)

New Laptop + Setup
● Setup took 2 full days!
● Python 3 issue on Mac
● Finally used Python 2 to get it working

Leaderboard
Refactor
● Removed Leaderboard from erpnext
and moved it to frappe
● Added Search, rank
● Added Energy Points
● Next step - remove social

Notification Settings
● Enable System notifications
● Enable Energy Point notifications
● Enable Email notifications
● Select DocTypes for which you want to show open documents

refactor: allow guests to upload ﬁles
Allow Guests to Upload Files
System Settings > Permissions

feat: allow toggle sidebar to be persistent
using local storage
Sidebar toggle state will be stored in local storage of the
browser and will persist on refresh. This will happen across all
doctypes and reports
Co-Authored-By: Sahil

ﬁx: json.loads getting none value in chat
In the seen method he mess.add_seen function would
update the seen value but the mess object in memory would
not be updated, so every time the user would open a chat
message, they would get an error

ﬁx: enabled translation for desk card
categories
The get_messages_from_file function would fetch
words from desk.min.js but this did not include the Vue files
or the category labels.
Co-Authored-By: Suraj

ﬁx: shopping cart item availability
Shopping cart settings would not reflect on the page. Fixed
that.

feat: added dashboard ﬁxtures
The previous PR#18360 was lost during the recent GitHub
outage. Made the PR again.
P.S. It creates default account dashboards when installing
ERPNext.

ﬁx: task not updated issue
Anytime one would add a parent task, the user would get an
error saying the document was edited before. This is because the
current task would be updated in the child table in the parent
task which would then be updated in the child table and this
would cause problems. This happens because the update parent
would use the cached doc using frappe.get_cached_doc.

feat: added shortenYAxisNumbers option
to axisOptions

feat: added spline functionality
Community Contributed

frappe/design
Co-Authored-By: Rushabh

frappe/erpnext_com

erpnext/foundation

11 weeks at Frappe
@gavindsouza’s August in review

August
web views, web scraping & “ha kal baat karte hai” x10

A bit more impacting changes (for devs)

Capacity Building
Product 5/10
Sales 5/10
Support 5/10

Process
Capture Qualify
Partner
Sales
Convert

Better Service
Better Product
Better Support
Better Design / UX

Product
Community
Market
Budget
Leadership

Datalifecycle (cleansing sins)
● Call with them along with Umair and Saurabh, explained them why it’s
not a good idea to create 127 custom fields in SO.
● They Didn’t get what we said earlier, created only 27 fields in custom
doctypes with different fieldname, explained to them, why they should
follow the instructions that were given on the call.
● Me and Saurabh then mapped the data of these custom fields into the
custom doctypes that they created and asked them to verify (Too
many Harish Babus).
● No reply from them yet, the only task remaining is to perform the
same task in their prod instance.

Playing with Git Branches
● Frappe (help from Suraj):
○ Merged version-12-hotfix into develop.
○ Rebase all PRs from version-12-hotfix to develop.
○ Deleted version-12-hotfix.
○ Merged develop into version-12.
● Erpnext (help from Nabin and Deepesh):
○ Merged version-12-hotfix into develop.
○ Deleted version-12-hotfix.
○ Merged develop into version-12.

Support App
● There was an after_install hook that updated the limits which was
breaking, asked Himanshu to fix it.
● After merging the PR, me and Saurabh then added it to the
distribution list for the new signups and installed it on all the existing
customers (>= version 11).

Other Activities
● Framework fixes and features with Shivam:
○ Persistent sidebar.
○ Add search_field to address query.
○ Translations for Webforms (old).
● v10 to v11 and v11 to v12 upgrades.
● Urgent fix and release for nsm_parent_field, as bench build was
breaking for community members.
● Release and Deploys.
● Setting up ssl certificates, renaming sites and updating servers.

Chinmay D. Pai
@Thunderbottom

When you realize a million dollar startup is paying you merely
1000 per year/user for your services

Self Hosted Support
Improving self hosted instances, one email a day

Auto Deploy
Ansible, Weekly deployment,
11 self hosted instances

Certificate Authority
Ansible, 11 self hosted instances, including logging

Ares
Proxy & SSH Setup, 2 Sites Live, Documentation

Auto Invoicing Ops
635 sales invoices, 4 hours

Open Day August 2019

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