OpenERP R&D Projects
Introduction

Antony Lesuisse
Agenda: R&D Projects (part 1)

• OpenERP Apps
• Release Policy
• Packaging
• R&D Processes
 – Bug Reports Lifecycle
 – R&D Projects Lifecycle
 – Merge proposals Lifecycle
• Web Client v6.1
OpenERP Apps
OpenERP Apps

• Origin: Loempia project by stw, chs
• For end users
 – User-friendly, easy access to applications
 – One Stop Library
• For Community
 – Instant mass visibility
 – Auto-import of new modules and versions
 – Statistics about popularity
 – Ownership of code branches
OpenERP Apps

• Categories
• Call for contributions!
 – update branch layout
     • <branch>/<module_name>/__openerp__.py
 – update description and screenshots
• Phase out extra-addons
• Future: rating, speed
Release Policy & Packaging

       Antony Lesuisse
Release Cycle
Packaging

• Cleanup setup.py
• Nightly Builds
• .rpm packages submitted to Fedora/RedHat
• .deb packages for Debian-based
R&D / Community Processes

        Olivier Dony
Daily feedback is huge!
Daily feedback is huge!
Nobody can handle this alone!

• We defined feedback processes
 – Bug reports
 – Feedback
 – Merge proposals
• We created dedicated Teams
 – Qualify the feedback
 – Follow-up
• We monitor
 – Dashboards
 – Continuous Improvements
Bug Lifecycle
Bug Lifecycle
Bug Lifecycle
Continuous Testing

Buildbot                   Runbot
    • Auto branch import     • Auto branch import
    • Full test suite        • Online live install
    • Email feedback

buildbot.openobject.com     runbot.openerp.com
Bug Lifecycle
Bug Lifecycle
Monitoring
Full picture OpenERP 2011
R&D Projects Lifecycle

• Project organization
 – Inception: internal, feedback.openerp.com
 – Projects product backlogs
 – Project Lead
 – Sprint review 2 weeks
 – Project branches
     • Feature branches (usually one product backlog)
     • Merged by project lead
 – Project validation
 – Merged into trunk
Project Validation Steps

• Keep trunk branch stable
Feature & Merge Proposal Lifecycles
Merge Proposal Monitoring
OpenERP Web Client

    Antony Lesuisse
OpenERP Web Client
OpenERP Client Web 6.0


• New design
• Still a classical web 1.0 application
• HTML generated server side
• GET POST
• Some client side Javascript
 – Mix of serverside and client side
 – Unclear semantics
OpenERP Web 6.0 vs 6.1
OpenERP Web 6.1


  Web 2.0 HTML5
• Clean architecture
• Fast
• Linkable
• Embeddable
• Modular (chat,mobile,geoviewlist)
• Frontend Framework for ERP based applications
OpenERP Web Architecture
OpenERP Web Architecture


• WebClient Chrome
 – Header
 – Footer
 – Login
 – Menu
 – Loading
OpenERP Web Architecture


• ActionController
 – ViewManager
     • ListView
         – ListWidgets
     • FormView
         – FormWidgets
     • GanttView
OpenERP Web Architecture
OpenERP Web Fast
OpenERP Web Fast
OpenERP Web Modularity
OpenERP Web Technical Ecosystem
OpenERP Web addons
OpenERP Web Linkable
OpenERP Web Linkable



• Using hash #url
• Controller serialize() part of their state
• domain.com/#menu/12/crm_lead/24/form
• Controller can unserialize() to restore their state
• Add link icon
OpenERP Web Embeddable
OpenERP Web Embeddable

• Embed button
• <script>generatedcode</script>
• Paste script snippet to paste to any webpage
• No need to interface openerp server.
  – Share permission using records rules
  – JSONP tranport
OpenERP Web Plaform


• Leverage the existing controllers and widget
• Easy access to openerp objects
• Transform existing wizard into web apps
• Example:
 – POS
 – Contact form
 – E-commerce shopping cart
 – Survey module
OpenERP Web Mobile

• Subclasses the normal controllers
• Use JQuery UI mobile widgets
OpenERP Web Roadmap

• Workshop tomorrow in room
 – Share your ideas on:
   http://pad.openerp.com/webclientimprovements

• Launchpad branch:
 – lp:~openerp-dev/openobject-client-web/trunk-proto61
 – Contributions welcome!
• Roadmap
 – 80% done 1.5 month
 – 20% will take 50% of total time
 – Estimated 1.5 month more
Keynote
OpenERP Vision

 Fabien Pinckaers
R&D Strategy

 Antony Lesuisse
R&D Strategy

• 3 main types of developments
 – New features
    • Added value for customers
 – Usability
    • No added value
    • Helps new users
 – Core improvement
    • No visible value for customer
    • Long-term productivity
R&D Strategy
  Community/Partners                        Publisher
• New features                          • New features
   – Paid by customers
                                           – Only if useful for mass
• Usability
                                        • Usability
   – Training cheaper than UI
     improvements                          – Publisher's role

• Core improvements                     • Core improvements
   – Specific development when needed      – Major refactoring



• Examples:                             • Examples:
   – Improvement to 1 YAML test            – YAML tests for all modules
   – Bugfixes                              – Global refactoring
   – Medical                               – new Web client
   – Country-specific payroll              – Generic Payroll
Projects (part 2)

• Projects
 – Communication and sharing tools: portal, …
 – Usability
 – Core improvement: emails, import openerp
 – Third-party integration
 – Payroll
 – Point of Sale
Communication & Sharing

       Olivier Dony
Sharing Module



         • Introduced in v6.0
         • Improved in trunk/v6.1
         • Web add-on
         • Read-only / Full access
         • Automatically computes
           access rights for
           appropriate restrictions
Portal Module

• (Re)-introduced in trunk / v6.1
• Easier setup via share module
• Maintains settings for a group of users:
 – Access rights and filters
 – Dedicated menus
 – Homepage widgets
• Example:
 – New Partner Portal (more on this on Friday!)
Next, in communication tools...

• Email notifications for business flows
• One-click sharing of single documents
• Replacing “internal requests” with emails
• ...
Usability

Fabien Pinckaers
Core improvements

    Olivier Dony
Email subsystem: unification

• Before: mix and match of email features:
 – Core framework (tools.email_send)
 – Mail Gateway module (e.g. crm history)
 – Email template (marketing campaign)
 – Etc..
• Interoperability problem: different models
• No consistency
Email subsystem: unification

• After:
 – One single model for each concept (mail, server...)
 – Layered architecture, each feature at the right
   level
“import openerp”

• Promised last year
• Now available in trunk:




• More cleanup coming
Third-party integration

     Thibaut François
Vision
●   First step : develop comprehensive software
●   Second step : Integration with third party
    software
    – Salesforce
    – Sugarcrm
    – Quickbook
    – …..
Easy to use

• Embedded module, no external scripts
• oriented end user
 – No complex configuration
 – Simple wizard
• Just provide login, or a file to upload
• Import just what you need
How ?


Connection to
 Web service


                Mapping:       Create/update
                field, link   Data in openerp


   Import
   data file
Enough talk, more demo




Demonstration : Sugarcrm
CRM Workshop

• Workshop tomorrow in room 3


• Share your ideas:
  http://pad.openerp.com/crm-marketing-plugins
Payroll

Quentin de Paoli
Payroll Project

• Objectives
 – Make a generic payroll engine
     • Powerfull
     • Easy to complete with countries specificities
     • Compliant with all payroll concepts possible
     • Easy to use
 – Proof it's working with « belgian/indian payroll »
   modules
     • Based on generic payroll
     • No need to create specific python code
 – Integrate the payroll with the accounting and HR
Payroll Project

• Progress               120




 – Generic payroll       100

   engine
 – Reporting on           80


   generic payroll                              Generic Payroll
                                                Engine
                          60                    Reporting on
 – Belgian/Indian                               generic payroll
                                                Belgian payroll
                                                Integration with
   payroll                                      accounting
                          40

 – Integration with
   accounting             20




                           0
                                 Progress (%)
Payroll Project - Objects

• Salary Rules
 – Determines an amount to add/subtract on the
   employee payslip
 – Determines an amount to be paid to a contribution
   register
• Contribution Registers
 – Third party to whom the amount have to be
   paid/collected
Payroll Project - Objects

• Salary Structure
 – Contains a set a rule
 – Hierachical
• Salary Heads
 – Groups logically the rules
 – Hierachical
Payroll Project - Computing

• Payslip
 – Salary can be based on contract wage or worked days/hours
 – Connected with holidays
 – Multi-contracts

• Rule
 – Can be computed using
    • Any field on employee/payslip/contract
    • Any input in the tab « Worked Days »
    • Any rule/head already computed
Payroll Project

• Workshop tomorrow in room 2
 – Share your knowledge
 – Test some of your country specificities
• Give feedback on
  http://pad.openerp.com/payroll
Point of Sale

Antoine Huvelle

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OpenERP R&D

  • 3. Agenda: R&D Projects (part 1) • OpenERP Apps • Release Policy • Packaging • R&D Processes – Bug Reports Lifecycle – R&D Projects Lifecycle – Merge proposals Lifecycle • Web Client v6.1
  • 5. OpenERP Apps • Origin: Loempia project by stw, chs • For end users – User-friendly, easy access to applications – One Stop Library • For Community – Instant mass visibility – Auto-import of new modules and versions – Statistics about popularity – Ownership of code branches
  • 6. OpenERP Apps • Categories • Call for contributions! – update branch layout • <branch>/<module_name>/__openerp__.py – update description and screenshots • Phase out extra-addons • Future: rating, speed
  • 7. Release Policy & Packaging Antony Lesuisse
  • 9. Packaging • Cleanup setup.py • Nightly Builds • .rpm packages submitted to Fedora/RedHat • .deb packages for Debian-based
  • 10. R&D / Community Processes Olivier Dony
  • 13. Nobody can handle this alone! • We defined feedback processes – Bug reports – Feedback – Merge proposals • We created dedicated Teams – Qualify the feedback – Follow-up • We monitor – Dashboards – Continuous Improvements
  • 17. Continuous Testing Buildbot Runbot • Auto branch import • Auto branch import • Full test suite • Online live install • Email feedback buildbot.openobject.com runbot.openerp.com
  • 22. R&D Projects Lifecycle • Project organization – Inception: internal, feedback.openerp.com – Projects product backlogs – Project Lead – Sprint review 2 weeks – Project branches • Feature branches (usually one product backlog) • Merged by project lead – Project validation – Merged into trunk
  • 23. Project Validation Steps • Keep trunk branch stable
  • 24. Feature & Merge Proposal Lifecycles
  • 26. OpenERP Web Client Antony Lesuisse
  • 28. OpenERP Client Web 6.0 • New design • Still a classical web 1.0 application • HTML generated server side • GET POST • Some client side Javascript – Mix of serverside and client side – Unclear semantics
  • 29. OpenERP Web 6.0 vs 6.1
  • 30. OpenERP Web 6.1 Web 2.0 HTML5 • Clean architecture • Fast • Linkable • Embeddable • Modular (chat,mobile,geoviewlist) • Frontend Framework for ERP based applications
  • 32. OpenERP Web Architecture • WebClient Chrome – Header – Footer – Login – Menu – Loading
  • 33. OpenERP Web Architecture • ActionController – ViewManager • ListView – ListWidgets • FormView – FormWidgets • GanttView
  • 41. OpenERP Web Linkable • Using hash #url • Controller serialize() part of their state • domain.com/#menu/12/crm_lead/24/form • Controller can unserialize() to restore their state • Add link icon
  • 43. OpenERP Web Embeddable • Embed button • <script>generatedcode</script> • Paste script snippet to paste to any webpage • No need to interface openerp server. – Share permission using records rules – JSONP tranport
  • 44. OpenERP Web Plaform • Leverage the existing controllers and widget • Easy access to openerp objects • Transform existing wizard into web apps • Example: – POS – Contact form – E-commerce shopping cart – Survey module
  • 45. OpenERP Web Mobile • Subclasses the normal controllers • Use JQuery UI mobile widgets
  • 46. OpenERP Web Roadmap • Workshop tomorrow in room – Share your ideas on: http://pad.openerp.com/webclientimprovements • Launchpad branch: – lp:~openerp-dev/openobject-client-web/trunk-proto61 – Contributions welcome! • Roadmap – 80% done 1.5 month – 20% will take 50% of total time – Estimated 1.5 month more
  • 49. R&D Strategy • 3 main types of developments – New features • Added value for customers – Usability • No added value • Helps new users – Core improvement • No visible value for customer • Long-term productivity
  • 50. R&D Strategy Community/Partners Publisher • New features • New features – Paid by customers – Only if useful for mass • Usability • Usability – Training cheaper than UI improvements – Publisher's role • Core improvements • Core improvements – Specific development when needed – Major refactoring • Examples: • Examples: – Improvement to 1 YAML test – YAML tests for all modules – Bugfixes – Global refactoring – Medical – new Web client – Country-specific payroll – Generic Payroll
  • 51. Projects (part 2) • Projects – Communication and sharing tools: portal, … – Usability – Core improvement: emails, import openerp – Third-party integration – Payroll – Point of Sale
  • 52. Communication & Sharing Olivier Dony
  • 53. Sharing Module • Introduced in v6.0 • Improved in trunk/v6.1 • Web add-on • Read-only / Full access • Automatically computes access rights for appropriate restrictions
  • 54. Portal Module • (Re)-introduced in trunk / v6.1 • Easier setup via share module • Maintains settings for a group of users: – Access rights and filters – Dedicated menus – Homepage widgets • Example: – New Partner Portal (more on this on Friday!)
  • 55. Next, in communication tools... • Email notifications for business flows • One-click sharing of single documents • Replacing “internal requests” with emails • ...
  • 57. Core improvements Olivier Dony
  • 58. Email subsystem: unification • Before: mix and match of email features: – Core framework (tools.email_send) – Mail Gateway module (e.g. crm history) – Email template (marketing campaign) – Etc.. • Interoperability problem: different models • No consistency
  • 59. Email subsystem: unification • After: – One single model for each concept (mail, server...) – Layered architecture, each feature at the right level
  • 60. “import openerp” • Promised last year • Now available in trunk: • More cleanup coming
  • 61. Third-party integration Thibaut François
  • 62. Vision ● First step : develop comprehensive software ● Second step : Integration with third party software – Salesforce – Sugarcrm – Quickbook – …..
  • 63. Easy to use • Embedded module, no external scripts • oriented end user – No complex configuration – Simple wizard • Just provide login, or a file to upload • Import just what you need
  • 64. How ? Connection to Web service Mapping: Create/update field, link Data in openerp Import data file
  • 65. Enough talk, more demo Demonstration : Sugarcrm
  • 66. CRM Workshop • Workshop tomorrow in room 3 • Share your ideas: http://pad.openerp.com/crm-marketing-plugins
  • 68. Payroll Project • Objectives – Make a generic payroll engine • Powerfull • Easy to complete with countries specificities • Compliant with all payroll concepts possible • Easy to use – Proof it's working with « belgian/indian payroll » modules • Based on generic payroll • No need to create specific python code – Integrate the payroll with the accounting and HR
  • 69. Payroll Project • Progress 120 – Generic payroll 100 engine – Reporting on 80 generic payroll Generic Payroll Engine 60 Reporting on – Belgian/Indian generic payroll Belgian payroll Integration with payroll accounting 40 – Integration with accounting 20 0 Progress (%)
  • 70. Payroll Project - Objects • Salary Rules – Determines an amount to add/subtract on the employee payslip – Determines an amount to be paid to a contribution register • Contribution Registers – Third party to whom the amount have to be paid/collected
  • 71. Payroll Project - Objects • Salary Structure – Contains a set a rule – Hierachical • Salary Heads – Groups logically the rules – Hierachical
  • 72. Payroll Project - Computing • Payslip – Salary can be based on contract wage or worked days/hours – Connected with holidays – Multi-contracts • Rule – Can be computed using • Any field on employee/payslip/contract • Any input in the tab « Worked Days » • Any rule/head already computed
  • 73. Payroll Project • Workshop tomorrow in room 2 – Share your knowledge – Test some of your country specificities • Give feedback on http://pad.openerp.com/payroll