Никита Ремизов - Случай использования drupal как erp...

CASE OF USING DRUPAL 7 AS ERP SYSTEM

CAN DRUPAL BE MORE THAN CMS, LMS, HRM, PMS, FMS?

YES, IT CAN

WHO ARE YOU?

ABOUT ME

Working with Drupal for 3 years already.

Web-Developer СТО in Retail Navigator Company Maintainer of a few Drupal modules

[email protected]

@Niremizov

Contacts

Twitter: @Niremizov E-mail: [email protected] Website: http://golbin.ru

WHAT IS RETAIL NAVIGATOR?

ABOUT COMPANY

BTL services: Promoters Merchandisers Supervisors

[email protected]

@Niremizov

More than 700 employees across RussiaWeb-site: http://retail-navigator.ru/

http://retail-navigator.ru/

http://retail-navigator.ru/

DRUPAL 7 AS ERP

A long time ago in a galaxy far, far away…The development of the ERP system based on Drupal 7 has began (2011-12-19 2 years 6 month ago – Has been made a first commit)“This is insane!“ – they yield. But I knew,

Drupal you are out last hope!

Foreword: Why Drupal?

A lot of power – just from the box• Node• Fields• Taxonomy• Users• Blocks• File• Forms• Menu

What about other Frameworks?- Initially, Drupal attracts by its simplicity of “first use”, after by its

flexibility- Required: not 1C

Russia, Saint-Petersburg 2014

Chapter I – Unsuccessful attemptAfter creating first module (Sell Field), that was

supposed to solve reports collection task, new questions appeared:


• How to manage users that will insert this data? (About 700 employees)

• How to accept or decline report?• How to relate report and project? Wait, project is?• How to calc bonuses earned by Employee after

report has been accepted?• Etc…

CHAPTER I – UNSUCCESSFUL ATTEMPT

Where to begin development of ERP system?

1. Information gathering

2. UML / Split to subsystems

4. Code, code, code


3. UI Visualization

http://gomockingbird.com/

UML EXAMPLE


The aim – is to automate business process in each department.

Control Human Resources Gather sales reportsLearning management


CHAPTER II – MOVING TO THE AIM

• HR manager• HR coordinator

• Teacher • Promoters / Supervisors

• Project leader

Roles:

PMS + HRM

PROJECT(NODE)

WORKING CONDITIONS(ENTITY API)

FORMS(NODE)

VACANCIES(ENTITY)


1. Manager creates project2. Manager creates working conditions on the

project3. Manager creates vacancies on the project, and

sends them to HR department4. HR coordinator appoints vacancy to certain

manager. (Or manager can do it by himself.)5. HR adding to new (FORMS?) to ERP (1st interview)6. If applicants passed 2nd interview – Manager

changes FORM status to employee7. Employee works on schedule

Adapted workflow of recruitment

*

1

*1

*Entity Reference + Field Collection

Entity Property

SHIFT(EVENTE)

1 *

1


Vacancy creation Form

FORMS – COMPOUND FIELD

Forms are nodes with 30+ fields, including Field Collection. But there could be more if we were not created or own “Compound Field” module.

Compound fieldMultifield FieldCollection


1 Table per Field

1 Table for all Fields

1 Table for all Fields

Multifield modules comparison: https://groups.drupal.org/node/135229Compound Field Sandbox: https://drupal.org/sandbox/niremizov/2274055

Reuses code of each fields

Reuses code of each fields

No code reuse

https://groups.drupal.org/node/135229

https://groups.drupal.org/node/135229

https://drupal.org/sandbox/niremizov/2274055

https://drupal.org/sandbox/niremizov/2274055

FORMS – COMPOUND FIELD


3 Fields 1 Table

FORMS - WEBCAM WIDGET

Applicants must provide a photo during form creation. Managers must have an ability to change this photo.


Pic. Of Webcam-widget module during Node creation.

Webcam Widget (Custom)+Allows to change widget depending on role

Webcam field widget (Sandbox)

EVENT ENTITY (SHIFT)


What is event? – It is combination of:• Description (Host entity)• Place (Taxonomу ref)• Organizer (author in most cases),• Comment• Status• Attendees (Separate entity)• Date (Field)


ONE LINE CALENDAR

Module adds Views Style Plugin | Sandbox https://drupal.org/sandbox/Niremizov/1856118

https://drupal.org/sandbox/Niremizov/1856118



LMS

FORMS(NODE)

VACANCIES(ENTITY)


1. Manager gather group of employees for training. *Other managers if needed can attach their employees to the created training. (Sing up)

2. After the training, teacher inputs data of attended employees to the system.

3. Employees passes Quizzes.4. After each employee on vacancy finished

Course, “learning percent” vacancy’s property equals to 100%

Adapted workflow of Learning System

USER(ENTITY)

COURSE(NODE)

COURSEOBJECT (ENTITY)

TRAINING(EVENTE)

QUIZ (NODE)

Course Module / LMS

*

1

1

1

1

1

Relation + Relation Unique

HRM

FULLFILMENT

(ENTITY)

COURSE

Use Enity API: hook_entity_insert() or hook_entity_update()


How to track Course completion?

How to Sync Objects between Courses?

hook_course_enroll(), hook_entity_update()

Use Course API - hook_course_handlers()Course module uses Ctools

How to create own Course Objects?

EVENT ENTITY SIGNUP (TRAININGS)

How to enroll users on event? Create Custom Event Entity Sing Up module.

1. Additional Event Signup functionality only for chosen event bundles.

2. Action to enroll employees on new event or to existed one3. “Comment on signup” action, to comment on attendance of employee


Reports + FMS

CHECK(ENTITY API)

REPORT(ENTITY API)


1. After work hours employee fills their reports.2. Managers approve or decline their reports3. In case if report was approved – positive

transaction created.4. In the end of the month (for ex.) managers

creates checks for employees5. Manager creates invoice for the client

Adapted workflow of Reports & Finance management

USER

TRANSACTION

(ENTITY API)

WALLET(ENTITY API)

INVOICE(ENTITY API)

Reports

PROJECT(NODE)

ACTIVITY(TAXONOMY

TERM)

BONUS(ENTITY)

REPORT(ENTITY)


Few details to mention about Bonuses

• Bonus can be a static value, or percent from activity cost

• Bonuses create separately for each project

• Activity TID• Activity price• Calced Bonus• Photos (Files)• Dates (Created, Modified)• Status

• Project NID

Reports consist of


CHAPTER III – PERFOMANCE

• cache_set() / cache_get()• APC

Average page load: 1,4 seconds (without problem pages 800 milliseconds)Maximum page load: 25,4 seconds

Project plans pages – 4.6 secondsCourse Outline pages – 15,1 seconds

Average page load time

Measures to increase performance

USED MODULES


Totally used: 164 modulesSystem modules: 23Custom modules: 22Contrib modules: 119

Entity APIFeedsFeaturesRelation (?)Rules (?)

Favorite modules

Modules Summary

164

ViewsViews Bulk OperationsViews Data ExportViews Calc

DEMO


WHAT NEXT?


• Integration with ERPAL

• Integration with CRM Core

• Further integration with Course• Statistics module development• Probably, making few parts of a system - open source

THANK YOU FOR YOUR ATTENTION

@Niremizov

[email protected]

http://golbin.ru

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Никита Ремизов - Случай использования drupal как erp...

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