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open
   day august 2012
erpnext.com anand doshi
what’s   • supplier quotation
           [released]

 new
           # new feature

         • newsletter
           [send newsletters to customer contacts, leads or
           blog subscribers]
           # new feature, unicode branch
fixes   • check permissions in tree view
       • save report filters in forms having multiple fields
         with same name
         # bug fix

       • password reset
         # unicode branch

       • optimized patch to repost stock due to packing
         list bug
in-house - users who are halfway into their erpnext trial
        • auto-send reminder emails to
                    - paid users whose accounts are about to expire
                  [mails are also stored in communication and
                  tagged against serial nos.]

                • auto-create lead on trial account setup
                • blog - how erpnext uses erpnext
[ver. 3] headway   • refactored - doc, controller, mapper, utils and
                     purchase request



what’s             • complete purchase cycle
                   • versioning, audit trail
 next              • print formats - server side
                   • a better HR
                   • reports
some • Document is abehavior -of dict and dict]
          [doc has dual
                          subclass
                                     object
technical dictionary elements and object attributes
          # coding is less verbose as python auto-segregates

  details DocList is a subclass of list
                •
                    [doclist has dual behavior - object and list]
                    # filtering a doclist is very intuitive

                • DocListController parent class is the gatekeeper -
                    controls loading, validations, saving of a doclist
                    # better document integrity
didn’t
quite
   get
 that?   Salman with bodyguards




                                  Salman is now a bodyguard
thoughts store difference as json
        • versions for masters, transactions
                  [doctype, name, modified, modified by, difference]
                  # effects: audit trail, knowledge base more wiki
                  like, allow on submit option deprecated, cancel
                  deprecated, auto-save after the first save, revert to
                  previous version

                • print formats - server side
                  using jinja templates, can inherit / include other
                  print formats
                  # effects: predefined styling can be applied to any
                  print format, recurring invoices sent using selected
                  print format
little shifted to permissions, instead of doctype
        • allow email, allow print, allow copy should be
things
           • default print format option to be shifted to a
              checkbox in the print format form

           • address / contact to be a child table of party, lead,
              employee

           • refactor db schema generation
           • email thread as a component of contact
              mark / create contact based on raised by against
              support ticket
wish-list • visual representation using d3.js)data with
            interactivity (possibly
                                    of report


                 • in developer mode, edit docfields from within the
                   form (possibly a form builder)

                 • wiki pages / knowledge base - tree style display
                 • print format editor with draggable elements
                 • scheduled reports

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ERPNext Open Day August 2012 by Anand Doshi

  • 1. open day august 2012 erpnext.com anand doshi
  • 2. what’s • supplier quotation [released] new # new feature • newsletter [send newsletters to customer contacts, leads or blog subscribers] # new feature, unicode branch
  • 3. fixes • check permissions in tree view • save report filters in forms having multiple fields with same name # bug fix • password reset # unicode branch • optimized patch to repost stock due to packing list bug
  • 4. in-house - users who are halfway into their erpnext trial • auto-send reminder emails to - paid users whose accounts are about to expire [mails are also stored in communication and tagged against serial nos.] • auto-create lead on trial account setup • blog - how erpnext uses erpnext
  • 5. [ver. 3] headway • refactored - doc, controller, mapper, utils and purchase request what’s • complete purchase cycle • versioning, audit trail next • print formats - server side • a better HR • reports
  • 6. some • Document is abehavior -of dict and dict] [doc has dual subclass object technical dictionary elements and object attributes # coding is less verbose as python auto-segregates details DocList is a subclass of list • [doclist has dual behavior - object and list] # filtering a doclist is very intuitive • DocListController parent class is the gatekeeper - controls loading, validations, saving of a doclist # better document integrity
  • 7. didn’t quite get that? Salman with bodyguards Salman is now a bodyguard
  • 8. thoughts store difference as json • versions for masters, transactions [doctype, name, modified, modified by, difference] # effects: audit trail, knowledge base more wiki like, allow on submit option deprecated, cancel deprecated, auto-save after the first save, revert to previous version • print formats - server side using jinja templates, can inherit / include other print formats # effects: predefined styling can be applied to any print format, recurring invoices sent using selected print format
  • 9. little shifted to permissions, instead of doctype • allow email, allow print, allow copy should be things • default print format option to be shifted to a checkbox in the print format form • address / contact to be a child table of party, lead, employee • refactor db schema generation • email thread as a component of contact mark / create contact based on raised by against support ticket
  • 10. wish-list • visual representation using d3.js)data with interactivity (possibly of report • in developer mode, edit docfields from within the form (possibly a form builder) • wiki pages / knowledge base - tree style display • print format editor with draggable elements • scheduled reports