bench get-app https://github.com/Shamlan321-pro/aida-erp

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Aida AI ERPNext App

Intelligent ERPNext Assistant powered by AI that integrates directly into your ERPNext instance.

Features

🤖 AI-Powered Chat Interface - Natural language queries for ERPNext data - Context-aware conversations - Multi-module support (CRM, Sales, Purchase, HR, etc.)

🔐 Secure Credential Management - Encrypted storage of sensitive data - Multi-tenant support - Token-based authentication

📊 Comprehensive Data Access - Fetch records from any ERPNext module - Create and update records - Search and analytics capabilities

💾 Conversation Management - Persistent chat history - Export conversation data - Session management

🎨 Beautiful User Interface - Modern chat interface - Responsive design - Integrated with ERPNext UI

Installation

1. Download the app to your ERPNext instance:

cd ~/frappe-bench
bench get-app https://github.com/your-username/aida_ai

2. Install the app on your site:

bench --site your-site.com install-app aida_ai

3. Setup your API server (the FastAPI backend from this repository)

4. Configure credentials in ERPNext:

   • Go to Aida AI Settings
   • Set your API server URL
   • Add your Google API key
   • Configure MongoDB (optional)

Configuration

1. API Server Setup

Make sure your FastAPI server is running and accessible from your ERPNext instance.

2. Google API Key

Get your Google API key from Google Cloud Console with Gemini API access enabled.

3. MongoDB (Optional)

For persistent conversation storage across sessions.

Usage

Access Aida AI

1. From the sidebar: Click on "Aida AI" in the left navigation
2. From any form: Use the "Ask Aida AI" button in the toolbar
3. Quick access: Use Ctrl+Shift+A keyboard shortcut
4. Direct URL: Visit /aida_chat on your ERPNext instance

Example Queries

Data Fetching: - "How many customers do we have?" - "Show me all leads from last week" - "Get me the top 5 sales orders by value"

Record Creation: - "Create a new customer John Doe" - "Add a lead for ABC Corporation" - "Create a sales order for customer XYZ"

Analytics: - "What's our total sales this month?" - "Show me overdue invoices" - "Which customers haven't placed orders recently?"

Updates: - "Update customer John's phone number" - "Change the status of lead ABC123 to Converted" - "Mark invoice INV-001 as paid"

Security

• All sensitive data is encrypted before storage
• Uses ERPNext's built-in authentication
• API communication over HTTPS (recommended)
• Role-based access control

Requirements

• ERPNext v13+ (recommended v14+)
• Python 3.7+
• Access to external APIs (Google Gemini)
• Optional: MongoDB for conversation storage

Support

For issues and support: 1. Check the documentation 2. Create an issue on GitHub 3. Contact support at support@yourcompany.com

License

MIT License - see LICENSE file for details.

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Submit a pull request

Changelog

v1.0.0

• Initial release
• Chat interface with AI assistant
• Multi-tenant support
• Credential management
• Conversation history
• ERPNext integration