Sahayog ERP

A comprehensive custom application for Frappe ERPNext, designed to enhance and streamline business operations.

Overview

Sahayog is a powerful extension for the Frappe framework, integrating several key business modules into a single, cohesive system. It provides functionalities for Human Resources, Sales and CRM, Procurement, Project Management, and more, tailored to specific business needs.

Core Modules

The application is composed of several modules:

• Human Resource Management (HRMS)
• Sales & CRM (SCRM)
• Procurement
• Project Management
• Issue Register
• Collections

Human Resource Management (HRMS)

This module extends the core HR functionalities of Frappe.

• Manages employee lifecycle, including creation and user provisioning.
• Custom logic for employee naming and status (Active/Inactive).
• Handles department and branch-specific data.
• Overrides for handling employee data updates.

Key HRMS DocTypes:

• Employee: Central document for employee information.
• Department: Organizational departments.
• Branch: Different company branches.

Sales & CRM (SCRM)

Focuses on enhancing customer relationship management and sales processes.

• Manages leads, opportunities, and customers.
• Custom API for lead owner assignments.
• Integration with Service Level Agreements (SLAs).
• Automated contact creation from leads.

Key SCRM DocTypes:

• Lead: Potential sales interest.
• Opportunity: Qualified sales opportunity.
• Customer: Company's customers.

Procurement

Streamlines the purchasing and inventory management processes.

• Handles Supplier Quotation, Purchase Order, and Purchase Receipt.
• Custom logic for item naming and warehouse management.
• Asset management integration.

Key Procurement DocTypes:

• Supplier Quotation: Quotes from suppliers.
• Purchase Order: Orders placed with suppliers.
• Item: Products and services.

Project Management

Provides tools for managing projects and tasks effectively.

• Defines Project Templates for quick project setup.
• Manages Tasks with dependencies and assignments.
• Custom dashboards for project and task visibility (Project Dashboard, Task Dashboard).

Key Project DocTypes:

• Project: The main project document.
• Task: Individual tasks within a project.
• Project Template: Reusable project structures.

Issue Register

A dedicated module for tracking and managing issues.

• Allows users to report issues and track their resolution status.
• Provides reports and dashboards for issue analysis.

Custom APIs & Logic

Sahayog includes a variety of custom scripts and APIs to automate and extend functionality:

• User Provisioning: Automatically creates users from Employee documents.
• Branch & Warehouse Linking: Logic to link branches with warehouses.
• Shareholder Management: Events for handling shareholder and share transfer documents.
• Custom Naming: Several overrides for document naming conventions (e.g., Employee, Item).

Installation

To install Sahayog, you need a Frappe Bench environment.

1. Go to your bench directory:

   cd ~/frappe-bench

2. Get the app from its repository (replace with actual repository URL):

   bench get-app https://github.com/your-org/sahayog

3. Install the app on your site:

   bench --site your-site-name.localhost install-app sahayog

4. Migrate the database:

   bench --site your-site-name.localhost migrate

Contribution

Contributions are welcome! Please follow the standard Frappe app development guidelines.

1. Fork the repository.
2. Create a new branch for your feature.
3. Add your changes and commit them.
4. Push to your branch and create a Pull Request.

License

This project is licensed under the MIT License. See the license.txt file for details.

Refinements

• Minor style adjustments to the codebase.
• Improved documentation clarity in code comments.
• Refactored API endpoint for performance.
• Added validation to a critical doctype.
• Cleaned up unused variables.
• Updated dependencies in package.json.
• Formatted Python code with Black.
• Formatted JS code with Prettier.
• Added new fixture for testing.
• Updated CI configuration.
• Corrected a typo in a report.
• Enhanced logging for a background job.
• Optimized a database query.
• Added a new custom field to a doctype.
• Updated .gitignore to exclude log files.
• Renamed a variable for better clarity.
• Added error handling for an API call.
• Updated a print format layout.
• Fixed a permission issue for a role.
• Added a new number card to a workspace.
• Removed a deprecated function.
• Updated a web form's client script.
• Added a new dashboard chart.
• Improved the user experience of a page.
• Set a default value for a field.
• Converted a script to use async/await.
• Fixed a CSS alignment issue.
• Added a new workflow state.
• Updated translations.
• Improved accessibility of a component.
• Patched a minor security vulnerability.
• Added a unit test for a utility function.
• Updated the requirements.txt.
• Reordered fields in a DocType for better flow.
• Added a client script for dynamic filtering.
• Corrected a calculation in a custom report.
• Moved a hardcoded string to constants.
• Added a new page for custom reports.
• Updated an email template.
• Improved responsiveness of the UI.
• Added a hook for on_submit event.
• Refined a workflow transition rule.
• Added a missing index to a database table.
• Updated a fixture to reflect new data model.
• Removed a redundant API call.
• Added a new custom permission rule.