Skip to content

setup.md

Latest commit

 

History

History
65 lines (59 loc) · 2.16 KB

setup.md

File metadata and controls

65 lines (59 loc) · 2.16 KB

Configuring Local Instance

Prepare Django App

  • Set environment variable ERPNEXT_SITE_LOCATION to https://dev-staging.m.frappe.cloud. Make sure no trailing slash in the URL.
export ERPNEXT_SITE_LOCATION=https://kartoza-dev-15.m.frappe.cloud
  • Create Python virtual environment
python -m venv .venv
  • Activate virtual environment
source .venv/bin/activate
  • Install requirements.txt
pip install -r requirements.txt
  • Run Django migration
python manage.py migrate
  • Create new superuser. Use your Kartoza email as username and email.
python manage.py createsuperuser
  • Run development server.
python manage.py runserver

Populate Data from ERPNext

Generate API Key and API Secret

  • Login to https://dev-staging.m.frappe.cloud
  • Click, your profile icon on the top right corner. Select My Settings My Settings
  • You should be taken to Settings tab in your user profile.
  • Look for API Access section, usually located below Third Party Authentication. If you can't find it, contact your adminstrator to give you correct permission.
  • Once you see API Access section, click down arrow to show the content. Click Generate Keys.

API Access section

  • Copy and save the API Key and API Secret securely, as ERPNext will only show this key:secret pair once. If you forget, you neeed to regenerate it.

Enter API Key and API Secret

  • Go to Timesheet Project admin page, usually at localhost:8000/admin.
  • Login with the username and password you've created.
  • Go to directly to http://localhost:8000/admin/auth/user/1/change/, scroll down to Profile section.
  • Enter your API Key and API Secret correctly. Do not mix them up.
  • Click Save at the bottom of the screen.

Fetch Data from ERP Next

  • In terminal, run
python manage.py update_erp_data
  • This should populate your Projects, Tasks, Public Holidays, and many more.
  • Once finished, confirm by checking
http://localhost:8000/admin/timesheet/project/
http://localhost:8000/admin/timesheet/task/
http://localhost:8000/admin/timesheet/userproject/
http://localhost:8000/admin/pmo_dashboard/businessunit/