bench get-app https://github.com/m-abu-1/onboarding_manager

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Onboarding Manager

A custom Frappe/ERPNext application for managing customer onboarding and support with automated workflows, SLA tracking, and performance dashboards.

🚀 Features

• Customer Onboarding Management

  • 6-stage onboarding workflow (New Lead → Go-Live)
  • Automated health score calculation (Green/Yellow/Red)
  • Checklist-based progress tracking
  • Workload-balanced consultant assignment

• Support Ticket System

  • Priority-based SLA tracking (Critical/High/Medium/Low)
  • Automatic escalation at 80% SLA threshold
  • Resolution time tracking
  • Customer satisfaction ratings

• Consultant Performance

  • Monthly performance metrics
  • Automated rating calculation
  • SLA compliance tracking
  • Weekly/monthly reports

• Dashboards

  • Executive summary with KPIs
  • Onboarding funnel visualization
  • Ticket volume and SLA trends
  • At-risk customer alerts

📦 Installation

For Frappe Cloud

1. Push this app to a GitHub repository
2. In Frappe Cloud, go to your site → Apps → Add App
3. Enter your GitHub repository URL
4. Install and migrate

For Local Development

# Navigate to your bench directory
cd frappe-bench

# Get the app from GitHub
bench get-app https://github.com/YOUR_USERNAME/onboarding_manager.git

# Install on your site
bench --site YOUR_SITE install-app onboarding_manager

# Run migrations
bench --site YOUR_SITE migrate

🎯 Quick Start

1. Generate Mock Data

bench --site YOUR_SITE execute onboarding_manager.commands.generate_mock_data.run

This creates: - 5 Consultant users - 30 Customer records - 30 Customer Onboarding records (across all stages) - 50 Support Tickets (with varied priorities/statuses) - Performance records for each consultant

2. Access the App

Navigate to: https://YOUR_SITE/app/onboarding

3. Key DocTypes

DocType	URL Path
Customer Onboarding	/app/customer-onboarding
Support Ticket	/app/support-ticket
Consultant Performance	/app/consultant-performance

📊 API Endpoints

# Executive Summary
frappe.call("onboarding_manager.api.dashboard_data.get_executive_summary")

# Onboarding Funnel
frappe.call("onboarding_manager.api.dashboard_data.get_onboarding_funnel_data")

# At-Risk Customers
frappe.call("onboarding_manager.api.dashboard_data.get_at_risk_customers")

# Ticket Metrics
frappe.call("onboarding_manager.onboarding_manager.doctype.support_ticket.support_ticket.get_ticket_metrics")

🔐 Roles

Role	Permissions
System Manager	Full access to all DocTypes
Onboarding Manager	Full access, can approve Go-Live
Onboarding Consultant	Create/edit assigned records only

⏰ Scheduled Jobs

Frequency	Task
Hourly	Check for SLA breaches, send alerts
Daily	Update customer health scores
Weekly	Calculate consultant metrics
Monthly	Generate performance reports

📁 Directory Structure

onboarding_manager/
├── hooks.py                 # App hooks and scheduler
├── modules.txt              # Module definition
├── requirements.txt         # Python dependencies
├── onboarding_manager/
│   ├── api/
│   │   └── dashboard_data.py    # Dashboard API endpoints
│   ├── commands/
│   │   └── generate_mock_data.py  # Mock data generator
│   ├── onboarding_manager/
│   │   └── doctype/
│   │       ├── customer_onboarding/
│   │       ├── onboarding_checklist_item/
│   │       ├── support_ticket/
│   │       └── consultant_performance/
│   ├── public/
│   │   ├── css/onboarding_manager.css
│   │   └── js/onboarding_manager.js
│   └── workspace/
│       └── onboarding/
└── README.md

🎮 Demo Scenario

1. New Customer Flow

   • Create a new Customer Onboarding for "TechStart Inc"
   • System auto-assigns to least-loaded consultant
   • Checklist items are pre-populated

2. Progress Tracking

   • Mark checklist items as completed
   • Watch stage auto-advance based on completion
   • Health score updates based on timeline

3. Support Ticket

   • Create a ticket linked to the onboarding
   • SLA timer starts based on priority
   • Escalation triggers if approaching breach

4. Dashboard Review

   • Press Ctrl+Shift+E for executive summary
   • View onboarding funnel to spot bottlenecks
   • Check consultant performance metrics

📈 Success Metrics

Metric	Target	Current
Avg Onboarding Days	≤14 days	Calculated
SLA Breach Rate	≤5%	Calculated
Customer Health Green	≥80%	Calculated

🛠 Development

# Start development server
bench start

# Watch for changes
bench watch

# Run tests
bench --site YOUR_SITE run-tests --app onboarding_manager

📄 License

MIT License

🤝 Support

For issues and feature requests, please create an issue in the GitHub repository.