OpenAEC-Foundation/frappe-impl-customapp

Frappe Custom App - Implementation

Workflow for building a custom Frappe app from scratch. For exact syntax, see frappe-syntax-customapp.

Version: v14/v15/v16 compatible

---

Main Decision: Do You Need a Custom App?

WHAT CHANGES DO YOU NEED?
|
+-- Add fields to existing DocType?
|   +-- NO APP NEEDED: Custom Field + Property Setter
|
+-- Simple automation/validation (<50 lines)?
|   +-- NO APP NEEDED: Server Script or Client Script
|
+-- Complex business logic, new DocTypes, or Python code?
|   +-- YES: Create custom app
|
+-- Integration with external system (needs imports)?
|   +-- YES: Custom app REQUIRED (Server Scripts block imports)
|
+-- Custom reports with complex queries?
|   +-- Script Report (no app) vs Query Report (app optional)

Rule: ALWAYS start with the simplest solution. Server Scripts + Custom Fields solve 70% of needs without a custom app.

---

Step 1: Create App Structure

cd ~/frappe-bench
bench new-app my_app
# Prompts: Title, Description, Publisher, Email, License

ALWAYS verify immediately:

# my_app/my_app/__init__.py MUST have:
__version__ = "0.0.1"

---

Step 2: Configure pyproject.toml (v15+)

[build-system]
requires = ["flit_core >=3.4,<4"]
build-backend = "flit_core.buildapi"

[project]
name = "my_app"
authors = [{ name = "Your Company", email = "[email protected]" }]
description = "Your app description"
requires-python = ">=3.10"
readme = "README.md"
dynamic = ["version"]
dependencies = [
    "requests>=2.28.0"   # Only PyPI packages here
]

[tool.bench.frappe-dependencies]
frappe = ">=15.0.0,<16.0.0"
# erpnext = ">=15.0.0,<16.0.0"  # Only if needed

Rule: NEVER put frappe or erpnext in [project].dependencies -- they are NOT on PyPI.

---

Step 3: Configure hooks.py

app_name = "my_app"
app_title = "My App"
app_publisher = "Your Company"
app_description = "Description"
app_email = "[email protected]"
app_license = "MIT"

required_apps = ["frappe"]  # Or ["frappe", "erpnext"]

fixtures = []  # Configured later

Rule: ALWAYS declare required_apps with all dependencies.

---

Step 4: Define Modules

# my_app/my_app/modules.txt
My App

| App Size | Module Strategy | |----------|----------------| | 1-5 DocTypes | ONE module with app name | | 6-15 DocTypes | 2-4 modules by functional area | | 15+ DocTypes | Modules by business domain |

Rule: Each DocType belongs to EXACTLY one module. Module name in modules.txt maps to directory: My Custom App --> my_custom_app/.

Adding a Module

mkdir -p my_app/my_app/new_module/doctype
touch my_app/my_app/new_module/__init__.py
# Add "New Module" to modules.txt
bench --site mysite migrate

---

Step 5: Install and Create DocTypes

# Install app on site
bench --site mysite install-app my_app

# Create DocType (via UI recommended, or CLI)
bench --site mysite new-doctype "My Document" --module "My App"

This creates:

my_app/my_app/doctype/my_document/
+-- my_document.json    # DocType definition
+-- my_document.py      # Controller
+-- my_document.js      # Client script
+-- test_my_document.py # Tests

---

Step 6: Add Hooks

doc_events (v14/v15/v16)

doc_events = {
    "Sales Invoice": {
        "validate": "my_app.events.sales_invoice.validate",
        "on_submit": "my_app.events.sales_invoice.on_submit"
    }
}

extend_doctype_class (v16 ONLY -- preferred)

extend_doctype_class = {
    "Sales Invoice": "my_app.overrides.sales_invoice.CustomSalesInvoice"
}

Rule: ALWAYS call super().method() when overriding lifecycle methods in v16.

Scheduler Events

scheduler_events = {
    "daily": ["my_app.tasks.daily_cleanup"],
    "cron": {"0 9 * * 1-5": ["my_app.tasks.morning_report"]}
}

See frappe-impl-hooks and frappe-impl-scheduler for complete patterns.

---

Step 7: Add Patches

Create Patch File

mkdir -p my_app/my_app/patches/v1_0
touch my_app/my_app/patches/__init__.py
touch my_app/my_app/patches/v1_0/__init__.py

# my_app/my_app/patches/v1_0/populate_defaults.py
import frappe

def execute():
    if not frappe.db.has_column("My DocType", "target_field"):
        return  # Skip if not applicable

    batch_size = 1000
    offset = 0
    while True:
        records = frappe.get_all("My DocType",
            limit_page_length=batch_size, limit_start=offset)
        if not records:
            break
        for r in records:
            frappe.db.set_value("My DocType", r.name,
                "target_field", "default", update_modified=False)
        frappe.db.commit()
        offset += batch_size

Register in patches.txt

[pre_model_sync]
# Patches that run BEFORE schema changes (backup data from deleted fields)

[post_model_sync]
# Patches that run AFTER schema changes (populate new fields)
my_app.patches.v1_0.populate_defaults

Rules:

• ALWAYS check if patch is needed (guard clause)
• ALWAYS batch process 1000+ records
• ALWAYS commit after each batch
• NEVER run untested patches on production

---

Step 8: Fixtures Management

Configure in hooks.py

fixtures = [
    {"dt": "Custom Field", "filters": [["module", "=", "My App"]]},
    {"dt": "Property Setter", "filters": [["module", "=", "My App"]]},
    {"dt": "Role", "filters": [["name", "in", ["My App User", "My App Manager"]]]},
    {"dt": "Workflow", "filters": [["document_type", "=", "My DocType"]]},
    "My Category",  # All records of your own config DocType
]

Export and Verify

bench --site mysite export-fixtures --app my_app
ls my_app/my_app/fixtures/
# custom_field.json, property_setter.json, etc.

Rules:

• ALWAYS filter fixtures to YOUR app's customizations
• NEVER include transactional data (invoices, orders)
• NEVER export without filters for shared DocTypes (Custom Field, Workflow)
• Fixtures auto-import during bench migrate

---

Step 9: Development Workflow

Essential Commands

# After schema changes (DocType fields, hooks.py, patches)
bench --site mysite migrate

# After JS/CSS changes
bench build --app my_app

# After Python changes (controllers, events)
bench --site mysite clear-cache

# Full restart (production)
bench restart

# Watch mode (development)
bench watch  # Auto-rebuilds on file changes

Development Cycle

1. Edit code/DocType
2. bench --site mysite migrate (if schema changed)
3. bench build --app my_app (if JS/CSS changed)
4. bench --site mysite clear-cache (if Python changed)
5. Test in browser
6. Repeat

---

Step 10: Testing the App

# Run all tests
bench --site mysite run-tests --app my_app

# Run specific test
bench --site mysite run-tests --module my_app.my_module.doctype.my_doctype.test_my_doctype

# Run with verbose output
bench --site mysite run-tests --app my_app -v

See frappe-testing-unit for writing test cases.

---

Step 11: Packaging for Distribution

Via Git (standard method)

cd apps/my_app
git init && git add . && git commit -m "Initial commit"
git remote add origin https://github.com/org/my_app.git
git push -u origin main

Install on Another Site

# On target bench
bench get-app https://github.com/org/my_app.git
bench --site target-site install-app my_app
bench --site target-site migrate

Version Management

# my_app/my_app/__init__.py
__version__ = "1.0.0"  # Semantic versioning: MAJOR.MINOR.PATCH

| Change Type | Version Bump | Example | |-------------|-------------|---------| | Breaking changes | MAJOR | 1.x -> 2.0.0 | | New features | MINOR | 1.1.x -> 1.2.0 | | Bug fixes | PATCH | 1.2.0 -> 1.2.1 |

---

Step 12: App Dependencies

Frappe/ERPNext Dependencies

# hooks.py
required_apps = ["frappe", "erpnext"]  # Install order matters

# pyproject.toml
[tool.bench.frappe-dependencies]
frappe = ">=15.0.0,<16.0.0"
erpnext = ">=15.0.0,<16.0.0"

Python Package Dependencies

[project]
dependencies = ["requests>=2.28.0", "pandas>=1.5.0"]

Rule: NEVER create circular dependencies between apps.

---

Version-Specific Considerations

| Aspect | v14 | v15 | v16 | |--------|-----|-----|-----| | Build config | setup.py | pyproject.toml | pyproject.toml | | DocType extension | doc_events | doc_events | extend_doctype_class preferred | | Python minimum | 3.10 | 3.10 | 3.11 | | Patch format | INI sections | INI sections | INI sections |

v16 Breaking Changes to Know

• extend_doctype_class hook: Cleaner extension via mixins
• Data masking: Field-level privacy configuration
• UUID naming: New naming rule option
• Chrome PDF: wkhtmltopdf deprecated

---

Critical Rules Summary

ALWAYS

1. Start with bench new-app - NEVER create structure manually
2. Define __version__ in __init__.py
3. Use dynamic = ["version"] in pyproject.toml
4. Test patches on database copy before production
5. Filter fixtures to your app's customizations only
6. Version your patches (v1_0, v2_0 directories)
7. Test installation on a fresh site

NEVER

1. Put frappe/erpnext in [project].dependencies
2. Include transactional data in fixtures
3. Hardcode site-specific values (use settings DocTypes)
4. Skip frappe.db.commit() in large patches
5. Delete fields without backup patch
6. Modify core ERPNext files directly

---

Reference Files

| File | Contents | |------|----------| | workflows.md | 8 step-by-step implementation guides | | decision-tree.md | Complete decision flowcharts | | examples.md | 5 complete working app examples | | anti-patterns.md | Common mistakes to avoid |

See Also

• frappe-syntax-customapp - Exact syntax reference
• frappe-syntax-hooks - Hooks configuration syntax
• frappe-impl-hooks - Hook implementation patterns
• frappe-core-database - Database operations for patches
• frappe-impl-scheduler - Scheduled task implementation
• frappe-ops-bench - Bench commands reference
• frappe-ops-app-lifecycle - App versioning and release management
• frappe-testing-unit - Writing tests for your app
• frappe-testing-cicd - CI/CD pipeline for app testing