Open Day May 2019

Open Day
May 2019
- Kenneth Sequeira

• 5 UATs/Feeback visits conducted so far
• Changes from Test site migrated to
Production site
• Doctypes customized: Job Opening, Job
Applicant, Job Offer, Employee, Staffing
Plan (New), Travel Request, Employee
Onboarding/Separation, Employee
Transfer/Promotion, Expense Claims

Support Tickets Breakdown
Jan 2019 - May 2019

Plan # of Tickets
Basic 896
Standard 450
P3 -2018 497
Enterprise 244
P5 - 2017 186
Starter 126
Pro 79

Payroll
Refactoring of all calculations

TaxExemptionDeclaration
Redesignedthe forms and
refactored the code

Noticeable Fixes
• Roundingadjustment in caseof additional discount
• Statusupdation on PO from PR/ PI
• Opening accounting Entry for StockEntry / Reconciliation
• InvoiceDiscounting fixes and cleanup

Noticeable Fixes
• Separateinput for Over BillingAllowance
• Blankcustomer issue(via EmailAlert)
• Optimization of communication query
• Marginamount basedon exchange rate

A lot of discussionsandmeetings!

apply_customization_to_custom_doctype

Fixed energy points query
to avoid -ve review points in leaderboard

25+ L2 issues
Closed / Resolved

Open Day May 2019
Mitali Deshpande

Issues
“Resolved By” really helps ;)
103

Quality:
Accounts : 119
Reports: 31
Customisations: 41
Print Formats: 24
Manufacturing: 20

Raat ko12 baje
payroll karte hai
Credits
@ketan
@chinmay
@nabin
@aditya
@prakash

Talent Committee
Curriculum
Internal Exams

Compliances
Amended salary slips of backdated dates
to avoid PF

HR Module Enhancement
Salary breakup in job offer
Stafﬁng Plan

Current Stafﬁng Plan
Current Count + job opening = total no. of positions

Sales Invoices
Filled in Prakashji’s shoes for 2 weeks

Stock Reconciliation for Serialized / Batch Item

Use of Stock Reconciliation
To add new stock in warehouse
To adjust stock quantity
To adjust valuation rate

Pagination for Multiselect Modal

General Ledger vs Accounts Receivable
Sales
Invoice
Journal
Entry
Sales
Invoice
Journal
Entry
$449 Outstanding
General Ledger = 0
Accounts Receivable = $449

Pro-rata Calculation for WDV/Double
Declining Balance

Open Day - May 2019
Rushabh Mehta

Activities
• Committees
• Discussions
• Code / Docs / Video Reviews
• Feature Demos
• Interviews

Jan May Challenges
Sales ⭐ ⭐⭐⭐ Coverage
Support ⭐⭐ ⭐⭐⭐ Quality
Success ⭐⭐ ⭐⭐⭐ Scale
Partners ⭐ ⭐⭐⭐ Quality
DevOps ⭐ ⭐⭐⭐ Coverage
ERPNext ⭐⭐⭐ ⭐⭐⭐ Quality
Framework ⭐⭐⭐ ⭐⭐⭐ UX
Docs ⭐ ⭐⭐ Quality
Marketing ⭐ ⭐ Begin
Company ⭐⭐⭐ ⭐⭐⭐ Speed

Pipeline
• Academy
• In App Support
• Server Setup
• Version 12 Release
• Partnerships
• Enterprise Sales

Challenges
• Systems
• Ownership
• Execution
• Consistency
• Quality

Company
• Internal Training
• ESOPs
• Recruitment
• Marketing
• US Timezone Sales / Support
• Quality

ApplicationApplicationApplication
read
read
&
write
binlog
Replica dBPrimary dB

• RazorPay status handling
• Handle cancelled proﬁle for PayPal
• Handle non-automated monthly downgrades

• Provision to handle DDOS
• Yearly plan add-ons based onPro-Rata
• UI to reinstall site and setup journeys conﬁgs
• Do not show pay via credit to customers
• Update bench scripts for server installation

• Fix subscription cancellation page
• Permission and enqueueing prepared reports
• Patch fixe s
• Shopify sync fixes
• Quotation To and Party Name fixes
• Pull city and state in lead from IP

• Easy install script ﬁxes for CentOS
• Setup demo server

Issues
988
0
275
550
825
1100
Jun July Aug Sept Oct Nov Dec Jan Feb Mar Apr May
2018-19 2017-18 2016-17

Issues Types
Usability (345), Error Reports (196), Bugs (88), Subscription (44)

Issue Found In
Accounts (111), Open Source (106), Invalid (77), Website (64)

Procurement and Stocks
• Matching good portion of requirements out-of-the-box
• Once approved by Finance, procurement can be
proposed to one of the service based company.
• Procurement and Stocks team will prepare point-wise
analysis
• Pick-list and Advance Shipping Notiﬁcation can be added
to our roadmap

Thanks
D I V I D E D W E F A L L !

Documentation
● Opening Balance
● Opening Stock
● Stock Reconciliation
● Blanket Order
● Custom Script
● CRM
● Work Order(In-Progress)

Reviews on SoftwareAdvice - Zerodha

Reviews on SoftwareAdvice - Informatics

Open Day
May 2019
Faraz Khatri

Incoming Calls Type
● New inquiry
● Functional queries
● Direct
● Issue related
● Job vacancy

Confidential Customized for Lorem Ipsum LLC Version 1.0
May’19
Vaibhav

Understanding the
requirements

CRM
Expand and leant more functionality.
Customer’s need:
o Complete Sales cycle.
o Mass mailing.
o Website creation, Webhook, etc.

Expect the
Unexpected
01 | RFP document.

Vision
Implementation
Would like to do
implementation. Gather
requirements, Gap analyses.
Documentation
FDD, module or
functionality specific
documents
Product knowledge
Want to gain more
knowledge about product
and services.
Other……
Would like to understand
the backend (Code)

Open Day
May 2019
Chinmay D. Pai

Fixes to Version Upgrade Request
● Some commit in central rolled back a callback that was supposed to help with
automated migrations.
● A weird backup showed up in the system from over 2 years ago. Not a
backup, but just a record of it. Wonder what would’ve happened if it actually
existed and the customer got migrated back to it.

New Demo Page
● Made updates to the demo page.
● Fixed the demo script, created new demo instances on DigitalOcean.
● Retired the old demo.erpnext.com page.
○ Now it is a home to 3 other demos:
■ Manufacturing
■ Retail
■ Services

Subscription Expiry and Trial Information in Issues
Just because I was tired of
“Hey, iska account kab expire ho raha hai check karke bata na please.”
Issues now have a checkbox, and a field with account expiry date to help figure
out whether the customer can be helped or should be left on their own.

Ares
“Tu jaanta nahi online.net ka baap kaun hai”
- Some guy from Delhi, probably

24C/48T, 64GB RAM, 2x1TB SSD RAID
All combined with glorious RGB*
* Terms and ConditionsApply

Ares Setup
● Setting up the server was a breeze given my history with Linux. But I don’t like
things without any experimentation.
● Ares runs Proxmox, a Debian based distribution with a Web UI for deploying
KVM machines.
● It has RAID, running ZFS on top of both disks mirrored to each other.
● The name “Ares” comes from the Greek mythology, the “God of War”.
● The VM is now completely setup, provisioning of local VM’s is just a few clicks
away.

Status page
● Shows system services uptime status
● Live right now on status.maych.in

*Insert some other issues and things I might be forgetting.*
Arigatou~

To the Future
2 VideosOverdue!
Documentation and Marketing Material For Partners
Singular Focus on Asset creation for Partners (marketing as
well as trainings)

Thanks
Suggestions Welcome on
rushikesh@erpnext.com

Version
Upgrade
Request Form
https://erpnext.com/version-upgrade-request

Version Upgrades
● Sentnewsletterregardingupdatetov10users
of e11 server, planning to send to 2 more
serversinthisweek.
● Total 32requests:
○ 29migrated:
■ 13 automigrations.
■ 16requiredmanualintervention.

Version 12 (contd.)
● DebuggingandRemovalof allsetupwizard
messageswithhelpfromFarisandSaurabh.

Version 12 (contd.)
● Researchfor newbaremetalserverprovider.
● All the other providers like IBM, Rackspace,
PhoenixNAP,Linodewhereeithertoocostly,or
to small for our needs, hence went with
online.netagain.
● “Lautkebuddhoogharkoaaye.”

Version 12
(contd.)
● Releasepage:
○ Basicskeletonfor thepageisready,justhave
to ﬁll in those cards and link it to the
documentation.
○ Waitingfor theDRIsto ﬁnish
with theirdocumentation.

Ares Server
● After alot of discussionsonhavingourown
servers,we(me,ChinmayandShivam)ﬁnally
boughtourownserver.
● HelpedChinmaywiththeinstallationof
ProxmoxVE onourserver.
● Proxmox tightly integrates KVM hypervisor,
LXCcontainers,softwaredeﬁnedstorageand
networkingfunctionality onasingleplatform.

Ares Server
(contd.)
● Me andChinmayafter
settingupthisbeast.

Gyaan
Somegyaanlinks:
● https://www.proxmox.com/en/
● https://www.redhat.com/en/topi
cs/virtualization/what-is-KVM
● https://linuxcontainers.org/
Gyaanchitr

Google Translate for missing translations
● Most of the work was already done, Saurabh
createdanewaccountfor APItranslationsand
movedalltranslationrelatedcodeto aseparate
server. Learned the whole ﬂow of how
translationworks

Translation Portal
● Meansfor theuserto contribute translations
directly fromfrappe.
● First level is done, all the translations will be
stored in the translation app. Only a small step
for addingthesecontributions to thetranslation
list fromwhichthePR isgeneratedisremaining.

Normal Ops
● Releaseanddeploy(thrice).
● Reset 4accounts.
● Restore3accounts.(Weshouldsetalimitfrom
whichversionweshouldsupportrestoreoption)
● Updatinganddebuggingonservers.

Incidents
Restore Failure
Patch Failure
Overloaded Central
Broken Release
Supervisord Failure
Semantic Errors in Auto Deploy

Eh!
• Google Contacts Integration.
• E-Mail Link.
• Communication Link to multiple DocTypes.
• Change Service Level Agreement and Priority.
• Quality Management.
• ERPNext Support App.
• Support

Google Contacts
https://github.com/frappe/frappe/pull/7625

Google Contacts
• Google People API
• Manual Sync.
• One-Way sync from Google Contacts to Frappe/ERPNext.

Google Contacts
Documentation
https://github.com/frappe/frappe_io/pull/162

E-Mail Link

E-Mail Link
• Append Email Communication to Document if Sender,
Receiver, Cc or Bcc email address contains DocType and
DocName.
• email_id+doctype+name@example.com
• Appending notes to your username by adding a "+"
followed by the notes, Gmail and Yahoo will read the "+"
and ignore it and anything after it.

Communication Link

Communication Link
• Linking a Communication to multiple DocTypes.
• An Email received will be linked to the Customer, Supplier
or any other Document present in the Dynamic Link of the
Contact.

Service Level
Agreement
https://github.com/frappe/erpnext/pull/17492

Quality Management
System
https://github.com/frappe/erpnext/pull/17780

ERPNext Support App
• Attachments for Replies.
• Enforcing Limits for raising Support Ticket.

Open Day - May 2019
Ketan Desai

Gyaan session on Sales process

Active listening is key to Success

• Engaged with 3 prospects
• Reply to open opportunities
• Weekend support
• Electrolab plant visit
• Active participation in FF and
committee meetings
• New oﬃce search
• Football with team

Open Day
May 2019
@Mangesh-Khairnar

Documentation
• Default User Permission
• Leave Management

Other
• Releases
Bank Remittance
• Issues
Has permission
Print format builder setup
Training event fix
User permission validation
Unlink task from project on deletion
Custom script for trimdepot
Custom Html view
Dashboard chart fix for non custom type

1st sprint
(2 - 10 May)
• Billing Summary (Refactor).
• Rewrite the Subcontracted Report.
• Fixed Bulk User Permission.
• Solved 4 kaizen.

2 - 10 May
• Test for Bank Remittance report.
• Test for Bulk User Permission ﬁxes.
• Completed Quality Inspection feature to warn and
stop if not submitted.

2 - 10 May
• Worked on feature for syncing Stock Value and
Account Balance.
• Fix for frappe.utils.add_to_date.
• Industrial visit.
• Document Follow ﬁxes.
• Follow Document on creation.
• Previously Mail was sent even after disabling.
• Fixed Frequency.

10 - 20 May
• Feat: Report for showing complete hierarchy
of BOM with Item Details and scraps .

10 - 20 May
• Fix: Item Variants description based on attribute
value.
• Fix: Report print format for indent row.
• Fix: sales Order status for order type
‘Maintenance’.
• Feat: Added Warehouse Type master. Also added
as a ﬁlter in Stock Balance report.

10 - 20 May
• Fix: Doctype and added some tests.
• After started writing tests.
• Tests: BOM items and scraps Report.
• Tests: Bank Remittance Report.

20 - 31May
• Fix: Holidays from Holiday list was showing on
same day.
• Fix: Change dialog ﬁeld to select when we get
Supplier by Tag.

20 - 31May
• Added Dashboards in HR module.
• Make stock entry against purchase receipt and
some minor ﬁxes in work order.

Apart from that
Closed 26 issues.
15 kg weight gone.
Closed 7 gantt issue.
I can run 30-35 min with 10 km/h.

OPEN DAY MAY ‘19
Prasad Ramesh

GETTING DEEPER IN DOCS
• Completed Selling & Buying module docs features. Now
anyone can use it as a complete reference!
• Added in depth features, ever y checkbox, field etc.,
updated screenshots & GIFs
• 4 repor t in selling module were not listed on the product,
added them
• Finding and repor ting useless fields, bugs as I find them

OTHER THINGS
• Reviewed many doc PRs, big and small
• Faris made a train tunnel between headings - CSS.
Fixed that
• Enhanced the Job Application form for visibility and
clarity
• Created instructions for writing Open Day Blogs

A few bugsPeople think that computer science is the art of geniuses but
the actual reality is the opposite, just many people doing
things that build on each other, like a wall of mini stones.
Donald Knuth

ﬁx: link_title not getting set in address and
contact

ﬁx: applied ﬁlter element in list view

And then a fewDebugging is twice as hard as writing the code in the first
place. Therefore, if you write the code as cleverly as possible,
you are, by definition, not smart enough to debug it.
Brian Kernighan and P.J. Plauger, The Elements of Programming
Style

feat: disable customize option for single
doctype

Why????
1. Starts with the error
AttributeError: 'datetime.date' object has no attribute ‘hour’
2. So in frappe codebase, there is data.py
def get_user_format():
if getattr(frappe.local, "user_format", None) is None:
frappe.local.user_format = frappe.db.get_default("date_format")
return frappe.local.user_format or “yyyy-mm-dd"
3. This gets the default date format from System Settings in
ERPNext.
4. The user has customized the system settings, set the date
format to 14th April 2018 which is causing everything to break,
babel gets an illegal date format and all hell breaks loose.

`Set Chart` was broken, ﬁxed that

Frappe Charts
There are two ways of constructing a software design: One way is to make it so
simple that there are obviously no deﬁciencies, and the other way is to make it so
complicated that there are no obvious deﬁciencies.

ES Module
Removing the Frappe Hack.

Debugging is twice as hard as writing the code in the first
place. Therefore, if you write the code as cleverly as possible,
you are, by definition, not smart enough to debug it.
Brian Kernighan and P.J. Plauger, The Elements of Programming Style

A few more bugs in
line to be ﬁxed.

Some HelpingIf you have knowledge, let others light their candles at it.
Margaret Fuller
(Leaded the American Transcendentalism Movement)

• Webhooks, Custom Scripts with Basaw
• Some issues with Anurag and Rucha
• Introduced Rucha to the Frappe Framework, the product
and others
• Helped Chinmay with the Status Page

Major Projects
Too bad! Same old story! Once you’ve ﬁnished building your house you notice you’ve
accidentally learned something that you really should have known—before you started.
Friedrich Nietzsche, Beyond Good and Evil

What has changed
1. Better Written Classes
2. Written a small data table
3. Web forms are technically embeddable in any website.
Rushabh ka idea!! !
4. Major Bug Fixes:
1. Rewritten List View
2. List View Filters
3. Grid view not working at all
4. Link Fields not rendering
5. What’s Breaking?
1. Pagination, as of now.

Ingredients
• Frappe
• Frappe Theme
It’s complicated
• ERPNext
You’ll need it eventually
• VueJS
You’ll remove it eventually
• Jinja
There is always Jinja

Steps
1. Start Academy as a separate app with Jinja
2. Add it to ERPNext with Jinja
3. Remove Jinja for Vue
4. Add Frappe Theme
5. Remove Frappe Theme
6. Add Frappe Theme
7. Remove Vue for Jinja
8. Remove it from ERPNext
9. Rename it to Academy and make a separate app

Refactor v4 to be
merged soon
Below the surface of the machine, the program moves. Without effort, it expands and
contracts. In great harmony, electrons scatter and regroup. The forms on the monitor
are but ripples on the water. The essence stays invisibly below.
Master Yuan-Ma, The Book of Programming

Open Day May 2019

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Open Day May 2019