Installation

Installation Guide#

UPH is a standard Frappe application designed to run alongside ERPNext.

Prerequisites#

• Frappe Framework: v15 or v16
• ERPNext: v15 or v16
• Python: 3.8+
• Database: MariaDB or PostgreSQL

Setup#

1. Get the App#

Download the application from GitHub to your bench:

bench get-app https://github.com/Sendipad/uph

2. Install on Site#

Install the app on your specific site (replace site_name with your actual site URL):

bench --site [site_name] install-app uph

3. Migrate and Build#

Ensure all database schemas and assets are compiled:

bench --site [site_name] migrate
bench build --app uph

4. Restart the Server#

Restart your bench to apply all changes:

bench restart

What Happens During Install?#

The installation script performs the following actions:

1. Schema Extensions#

• Adds party_master link fields to all major transaction DocTypes (Sales Invoice, Purchase Invoice, Journal Entry, Payment Entry, etc.)
• Adds fields to Customer, Supplier, and Employee forms
• Creates Party Master DocType with tree hierarchy support

2. Configuration Setup#

• Creates Party Master Settings document with default configuration
• Sets up default document type mappings
• Configures caching system

3. Workspace Creation#

• Creates the “Party” workspace in the Desk
• Adds dashboard charts and number cards
• Configures default reports

4. Localization#

• Installs Arabic language translations (100% coverage)
• Sets up regional handling for Arabic text normalization

Post-Installation Steps#

1. Configure Party Master Settings#

Navigate to Party > Party Master Settings and configure:

• Enable/disable party types (Customer, Supplier, Employee)
• Set uniqueness rules per party type
• Configure data quality rules
• Enable/disable Party Analytic Accounting

2. Set Up Data Quality Rules#

Create data quality rules to prevent duplicates:

• Navigate to Party > Data Quality Rule
• Define rules for each party type
• Set threshold scores for fuzzy matching

3. Verify Installation#

1. Check that the “Party” workspace appears in the Desk
2. Create a test Party Master
3. Link a Customer and Supplier to it
4. Verify the Data Quality Dashboard is accessible

Upgrade from Previous Versions#

To upgrade UPH to the latest version:

bench get-app https://github.com/Sendipad/uph --branch main
bench --site [site_name] migrate
bench build --app uph
bench restart

**Important**: Always backup your database before performing upgrades.

Compatibility#