ERPNext compatibility
The ERPNext integration is more recent. 11 actions out of 60 are bound to ERPNext, 2 of them writes; 3 have no equivalent and are explicitly refused; the others are not available under ERPNext.
Bindings are verified against the official definitions of ERPNext 15.121.5 and Frappe 15.121.1 and covered by automated tests. No execution on a real ERPNext instance is documented yet: their validation in real conditions is in progress.
Even when bound, an action is only offered if your ERPNext instance exposes the matching document and the user's permissions allow it.
Bound actions#
| Action | Identifier | Type | Limits |
|---|---|---|---|
| Search for a customer, prospect or supplier | thirdparty.search |
Read | value “prospect” of nature refused ; value “fournisseur” of nature refused |
| Search quotations | proposal.search |
Read | value “facturee” of status refused |
| Search invoices | invoice.search |
Read | — |
| Search interventions | intervention.search |
Read | value “facturee” of status refused ; value “terminee” of status refused ; filter date_from not supported ; filter date_to not supported ; filter date_from_local not supported ; filter date_to_local not supported |
| Create a task | task.create |
Write — confirmation required | — |
| Update a task's progress | task.update |
Write — confirmation required | — |
| Search projects | project.search |
Read | value “brouillon” of status refused |
| Search reminders and appointments | event.search |
Read | value “notes” of scope refused ; filter date_from_local not supported ; filter date_to_local not supported |
| Search tickets | ticket.search |
Read | — |
| Search orders | order.search |
Read | value “en_cours” of status refused |
| Show an object's detailed record | object.get |
Read | — |
Actions with no ERPNext equivalent#
| Action | Identifier | Reason (source text, French) |
|---|---|---|
| Create an intervention | intervention.create |
La fiche d'intervention SpeakDo (lignes datées avec durée, passage en facture) n'a pas d'équivalent ERPNext : Maintenance Visit n'a ni durée, ni lignes de temps, ni projet, ni chemin vers une facture. |
| Turn an intervention into an invoice | intervention.invoice.create |
Reproduit le bouton natif Dolibarr « Créer facture » d'une fiche d'intervention : aucun équivalent ERPNext. |
| Change an object's status | object.set_status |
Chaque (type, statut cible) est une opération métier distincte. Sous ERPNext, invoice -> payee n'existe pas comme transition : une facture n'est payée que par un règlement (Payment Entry) ; proposal -> signee n'existe pas (Ordered résulte de la création d'une commande) ; revenir en brouillon après soumission est impossible (annulation + nouvelle version). Aucune transition n'est liée tant que chacune n'est pas prouvée équivalente. |
Actions not available under ERPNext#
Create a new third party (thirdparty.create) · Get a customer brief (thirdparty.brief) · Find the customer you are visiting (thirdparty.nearby) · Identify a company (thirdparty.identify) · Identify a contact (contact.identify) · Create a quotation (proposal.create) · Add a line to a quotation (proposal.line.create) · Send a document by e-mail (document.send) · Add a line to an existing intervention (intervention.line.create) · Add a report to an intervention (intervention.note.create) · Change an intervention's status (intervention.set_status) · Search tasks (task.search) · Get a project brief (project.brief) · Create a reminder or appointment (event.create) · Edit an appointment (event.update) · Create a ticket (ticket.create) · Add a message to a ticket (ticket.message.create) · Search equipment (equipment.search) · List a customer's equipment (equipment.list) · View an equipment record (equipment.get) · Select a piece of equipment (equipment.select) · Add equipment to the inventory (equipment.create) · Edit equipment (equipment.update) · Copy an equipment location (equipment.copy_location) · List an equipment's tickets (equipment.ticket.list) · Open a ticket on equipment (equipment.ticket.create) · Update an equipment ticket (equipment.ticket.update) · Comment on an equipment ticket (equipment.ticket.comment) · Check an order's availability (order.availability) · Search products (product.search) · Search shipments (shipment.search) · Create a shipment (shipment.create) · Validate a shipment (shipment.validate) · Stock issue (stock.issue) · Stock receipt (stock.receive) · Stock transfer (stock.transfer) · Get a warehouse brief (warehouse.brief) · Open a record in the ERP (object.get_url) · List objects (object.list) · List and download an object's documents (object.list_documents) · List linked objects (object.list_linked) · Create a generic object (object.create) · List available actions (actions.list) · Describe capabilities (capabilities.describe) · Check active modules (system.check_modules) · Switch working mode (profile.switch)