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ERPNext overlay + React portal for SaaS support, sales, HR, and buying workflows.

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Nexora — ERPNext implementation overlay

Custom Frappe / ERPNext v15 app for a fictional multi-product SaaS company. It is the kind of work an implementation consultant actually ships: standard ERPNext modules first, then custom DocTypes, fields, workflows, roles, reports and APIs where vanilla ERPNext is not enough.

Built to sit on an existing Frappe bench with ERPNext already installed.

What it covers

Hiring module What Nexora does on ERPNext
Support / Helpdesk Product-aware SLA on Issue, auto-assign, escalation rules, ingest API
CRM & Sales Lead score, deal type / POC on Opportunity, SaaS commercials on Quotation / Sales Order
Accounts & Finance Finance-approval flags by amount, receivables/payables in the management KPI API
Projects Implementation project + milestone tasks created from a submitted Sales Order
HR Leave + attendance on Employee (no HRMS app required)
Purchase & vendors Purchase Request approval chain → Purchase Order, vendor scorecards
Users & roles Nine Nexora roles + workflows for leave and procurement
Reporting Workspace KPIs, six script reports, REST management snapshot

Why this is not “another helpdesk DocType”

ERPNext already has Issue, SLA, Lead, Opportunity, SO, PO, Project, Employee. Rebuilding those would look amateur on a review.

Nexora configures and extends them:

  • Custom fields custom_nx_* on Issue, Lead, Opportunity, Customer, Quotation, Sales Order, Sales Invoice, Project, Task, Timesheet, Purchase Order, Employee
  • New masters only where ERPNext has a gap for a software company: Nexora Product, SLA Policy, Escalation Rule, Leave Request, Attendance, Purchase Request, Vendor Scorecard
  • Server hooks for SLA math, lead scoring, SO → project, PO/quotation thresholds
  • Whitelisted APIs meant to be consumed from a Frappe React frontend

Install

cd /path/to/frappe-bench
# app already lives in apps/nexora on this bench
./env/bin/pip install -e apps/nexora
bench --site mysite.local install-app nexora
bench --site mysite.local migrate
bench --site mysite.local execute nexora.setup.demo.seed_demo
bench build --app nexora
bench restart

Desk: Nexora workspace (sidebar) · React portal: /nexora

Settings: Nexora Settings.

Walk the demo

  1. Open Nexora Product — Cloud, Analytics, Support Suite.
  2. Open Nexora SLA Policy — Standard / Gold / Platinum hour targets.
  3. Create or open an Issue, set Product + Priority — SLA due dates and status fill in on save.
  4. Submit a Sales Order with “Create Implementation Project” — Project + six tasks appear.
  5. Nexora Purchase Request and Nexora Leave Request use approval workflows.
  6. Call nexora.api.kpis.get_management_kpis for a React dashboard payload.

Docs

Tests

cd /path/to/frappe-bench
./env/bin/python -m unittest nexora.tests.test_sla nexora.tests.test_escalation nexora.tests.test_scoring nexora.tests.test_leave nexora.tests.test_procurement
# or, with a site:
bench --site mysite.local run-tests --app nexora

Stack

Frappe 15 · ERPNext 15 · Python hooks · Desk JS · Script Reports · REST (/api/method/...)

License

MIT

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ERPNext overlay + React portal for SaaS support, sales, HR, and buying workflows.

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