Implementor

A project operations workspace for ERPNext implementation teams, built on the Frappe Framework.

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Overview

Implementor is a custom Frappe Desk page designed for ERPNext implementation partners and internal delivery teams.

It brings together projects, tasks, to-dos, progress tracking, delivery status, and collaboration in one workspace — replacing spreadsheets, scattered chat threads, and disconnected project boards.

The app is built around the core delivery flow:

Projects → Tasks → To-dos

with a live dashboard and a detail drawer for working directly inside the ERPNext ecosystem.

Why Implementor

ERPNext implementation work is not just project management. Teams need to track:

• multi-module rollouts,
• client-specific delivery stages,
• integration work,
• training and handover,
• support after go-live,
• and accountability across project managers, consultants, and delivery leads.

Implementor is built for that reality.

Key Features

Delivery workspace

• Three-pane board for navigating projects, tasks, and to-dos.
• Fast filtering from project to task to to-do.
• Designed for implementation teams managing multiple client rollouts.

Live dashboard

• Metric cards for workload and delivery visibility.
• Breakdown charts for status, urgency, stage, and division.
• Upcoming deadlines and emergency items.
• Combined view across Task and To-do records.

Record details

• Detail drawer for Project, Task, and To-do records.
• Description, activity log, work notes, and file attachments.
• Inline context without leaving the board.

Workflow actions

• Update status, project manager, division, and urgency directly from the board.
• Toggle to-do completion and recompute progress.
• Track reactions such as bookmark, star, love, angry, and emergency.

Filtering and navigation

• Search by name, urgency, assignee, and completion range.
• Sort and filter by "My Work".
• One-click clear for fast reset.
• Native Frappe Quick Entry support for creating records.

Theming and UI

• Matches Frappe and ERPNext light/dark themes.
• Scoped styling with no frontend framework dependency.
• Built for speed and low maintenance.

Installation

bench get-app implementor <your-repo-url>
bench --site <your-site> install-app implementor
bench --site <your-site> migrate
bench build --app implementor
bench --site <your-site> clear-cache

Open:

/app/implementor_board

Configuration

Implementor extends the standard Frappe Project, Task, and ToDo doctypes with custom imp_ fields.

Required fields include:

• imp_status
• imp_percent
• imp_stage
• imp_division
• imp_division_lead
• imp_urgency
• imp_escalated
• imp_done
• imp_deadline

Make sure these fields exist under Setup → Customize Form before using the app.

API Reference

All endpoints are available under implementor.api and are intended to be called through frappe.xcall.

Method	Description
get_projects()	List active projects.
get_tasks(project=None)	List tasks, optionally scoped to a project.
get_todos(task=None, project=None)	List to-dos for a task, project, or all records.
set_status(doctype, name, status)	Update the status of a Project or Task.
set_project_manager(doctype, name, pm)	Update a Project manager.
set_division(doctype, name, division)	Update a Task division.
set_urgency(doctype, name, urgency)	Update Task or To-do urgency.
toggle_todo_done(todo)	Toggle a to-do’s done state and recompute progress.
assign_todo(todo, user)	Assign a to-do to a user.
toggle_reaction(doctype, name, reaction_type)	Add or remove a reaction for the current user.
add_work_note(doctype, name, text)	Add a new note or comment.
update_description(doctype, name, text)	Update the description or notes field.
add_attachment(doctype, name)	Upload files to a record.
dashboard_summary(group_by=None)	Return dashboard metrics and breakdowns.
get_users(role)	List users for a given role.

Tech Notes

• Vanilla JavaScript frontend with no framework dependency.
• Single shared state object and delegated event handling.
• File upload handled with fetch() and FormData.
• Styling scoped under .impl-board-root.
• Built to stay close to standard Frappe conventions.

License

MIT