feat: migrate to ERPNext #20

Merged

Alchez merged 8 commits from feat-migrate into main

2025-06-04 22:33:21 +00:00

Alchez commented

2025-04-25 10:37:00 +00:00

(Migrated from github.com)

Prerequisites

The patch in this PR should be run after the following are completed:

A fresh site has been setup on a bench with the Frappe, ERPNext, Wiki and Suppliers Portal apps installed
- suppliers_portal should be installed after erpnext because of customizations
The following files (containing exported doctype records from the current database) must be setup in the site's private backups folder:
- users.json (the 'send_welcome_email' field should be set to 0 otherwise it'll try to send welcome emails)
- suppliers.json (remove duplicate entry for 'Superior Backflow Services, LLC')
- invoices.json

Changes

Add patch to:
- Complete setup wizard on new site with a company record called "Sea Haven Industries"
- Setup fiscal years from 2020 to 2027
- Setup two service items ("Repair" and "Preventive Maintence" (sic))
- Setup missing payment terms template
- Import users from existing data (this also adds them to the Supplier's portal users table)
- Import suppliers from existing data (this also creates Address records)
  - For the patch specifically, user creation is skipped to avoid overwriting existing data
- Import purchase invoices from existing data (this also creates Payment Entries)
  - @agritheory the system uses the naming series for naming each invoice, but I've also stored the actual supplier invoice number inside the document
Move supplier ID generation and user creation to hooks
Delete the following from the custom app:
- All custom doctypes
- "Supplier Invoices" report (can be replaced with Purchase Invoice's reportview)
- All custom Suppliers Portal workspaces
Update and apply pre-commit fixes

Notes

Although the script imported 1527 Purchase Invoices, it also had 4 failures, all for the same error:
- Row #1: Allocated Amount cannot be greater than outstanding amount
- This happens because these 4 invoices each have some advance payments which is causing the outstanding amount to go below the actual paid amount.
- I'm not sure how to resolve them, but here's the list of erroring invoice numbers: 359257, INV6009, INV6010 and INV6011.
Payment entries against the invoices require a "Paid From" account reference. Currently I'm relying on ERPNext's defaults (as seen via the UI when manually creating a PE from a PI), and using a bank-asset account.

## Prerequisites The patch in this PR should be run after the following are completed: - A fresh site has been setup on a bench with the Frappe, ERPNext, Wiki and Suppliers Portal apps installed - `suppliers_portal` should be installed after `erpnext` because of customizations - The following files (containing exported doctype records from the current database) must be setup in the site's private backups folder: - `users.json` (the 'send_welcome_email' field should be set to 0 otherwise it'll try to send welcome emails) - `suppliers.json` (remove duplicate entry for 'Superior Backflow Services, LLC') - `invoices.json` ## Changes - Add patch to: - Complete setup wizard on new site with a company record called "Sea Haven Industries" - Setup fiscal years from 2020 to 2027 - Setup two service items ("Repair" and "Preventive Maintence" (sic)) - Setup missing payment terms template - Import users from existing data (this also adds them to the Supplier's portal users table) - Import suppliers from existing data (this also creates Address records) - For the patch specifically, user creation is skipped to avoid overwriting existing data - Import purchase invoices from existing data (this also creates Payment Entries) - @agritheory the system uses the naming series for naming each invoice, but I've also stored the actual supplier invoice number inside the document - Move supplier ID generation and user creation to hooks - Delete the following from the custom app: - All custom doctypes - "Supplier Invoices" report (can be replaced with Purchase Invoice's reportview) - All custom Suppliers Portal workspaces - Update and apply pre-commit fixes ## Notes - Although the script imported 1527 Purchase Invoices, it also had 4 failures, all for the same error: - `Row #1: Allocated Amount cannot be greater than outstanding amount` - This happens because these 4 invoices each have some advance payments which is causing the outstanding amount to go below the actual paid amount. - I'm not sure how to resolve them, but here's the list of erroring invoice numbers: `359257`, `INV6009`, `INV6010` and `INV6011`. - Payment entries against the invoices require a "Paid From" account reference. Currently I'm relying on ERPNext's defaults (as seen via the UI when manually creating a PE from a PI), and using a bank-asset account.