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| README.md | ||
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README.md
ERPNext Crater
GbR accounting module for ERPNext. Provides partner capital tracking, bank transaction import (FINOM CSV), rule-based transaction classification, tax report generation (EÜR / Feststellungserklärung), and multi-partner split workflows.
Repository: https://code.cratr.space/Internal/ERPNext_Crater
Features
- Partner setup with automatic GL account and cost centre creation
- FINOM CSV bank transaction import
- Rule-based transaction classification with multi-partner split
- Tax reports: EÜR and Feststellungserklärung with IBAN-based description rules
- Row cumulation for matching transactions (same date, IBAN, account, description)
- Partner capital dashboard and allocation pages
Requirements
- ERPNext 15+
- Python 3.10+
- Frappe Bench
Installation
Option A: Development (bench on host)
cd /path/to/frappe-bench
bench get-app https://code.cratr.space/Internal/ERPNext_Crater --branch develop
bench install-app erpnext_crater
bench migrate
Option B: ERPNext in Docker (frappe_docker)
This assumes you're running the standard frappe_docker setup.
1. Build a custom image with the app
Create a apps.json file that includes erpnext and this app:
[
{
"url": "https://github.com/frappe/erpnext",
"branch": "version-15"
},
{
"url": "https://code.cratr.space/Internal/ERPNext_Crater",
"branch": "develop"
}
]
Then build the image:
# From the frappe_docker directory
export APPS_JSON_BASE64=$(base64 -w 0 apps.json)
docker build \
--build-arg=FRAPPE_PATH=https://github.com/frappe/frappe \
--build-arg=FRAPPE_BRANCH=version-15 \
--build-arg=APPS_JSON_BASE64=$APPS_JSON_BASE64 \
--tag=custom-erpnext:latest \
--file=images/custom/Containerfile .
Update your docker-compose.yml (or .env) to use custom-erpnext:latest instead of the stock ERPNext image, then recreate the containers:
docker compose up -d
2. Install the app on your site
docker compose exec backend bench --site your-site.localhost install-app erpnext_crater
docker compose exec backend bench --site your-site.localhost migrate
3. Verify
docker compose exec backend bench --site your-site.localhost list-apps
You should see erpnext_crater in the output.
Updating
To update the app after pulling new changes:
# Development
bench update --apps erpnext_crater
# Docker: rebuild the custom image, recreate containers, then:
docker compose exec backend bench --site your-site.localhost migrate
Post-Install Setup
- Crater Settings: Go to Crater Settings and configure your company
- Partners: Create GbR Partner records — GL accounts, cost centres, and employees are created automatically
- Tax Mapping Templates: Create a template for each report type (EÜR / Feststellungserklärung) with your description rules and category mappings
- Bank Tx Review Rules: Rules are auto-created per partner; add custom rules as needed
License
MIT