Gamma Integration for Frappe/ERPNext

A powerful Frappe/ERPNext app that seamlessly integrates Gamma.app interactive presentations with your quotations, enabling you to create, manage, and embed dynamic proposals directly within your ERP system.

🚀 Features

✨ Core Functionality

• Interactive Presentations: Create and embed Gamma.app presentations directly in quotations
• Dynamic Linking: Automatic linking between Gamma Proposals and Quotations
• Multiple Proposal Types: Support for Main, Technical, Financial, Executive, Product Demo, and Case Study proposals
• Real-time Sync: Automatic synchronization of proposal data and status updates
• Embedded Viewer: View presentations directly within ERPNext interface
• Custom Print Formats: Professional quotation layouts with embedded Gamma proposals

🔧 Technical Features

• Auto-linking: New proposals automatically link to their quotations
• Migration Support: Existing proposals are automatically linked via database patches
• API Integration: RESTful API endpoints for external integrations
• Error Handling: Comprehensive error handling and logging
• Permission Management: Respects ERPNext permission system

📸 Screenshots

Quotation with Gamma Tab

Interactive Gamma proposals displayed directly in the quotation form

Gamma Proposal Management

Comprehensive proposal management with status tracking and URL synchronization

🛠 Installation

Prerequisites

• Frappe Framework v14+ or ERPNext v14+
• Python 3.8+
• Node.js 16+

Install via Bench

# Navigate to your bench directory
cd $PATH_TO_YOUR_BENCH

# Get the app from repository
bench get-app https://github.com/your-repo/gamma_integration.git

# Install the app on your site
bench --site your-site.local install-app gamma_integration

# Migrate to apply database changes
bench --site your-site.local migrate

Manual Installation

# Clone the repository
git clone https://github.com/your-repo/gamma_integration.git apps/gamma_integration

# Install dependencies
bench setup requirements

# Install the app
bench --site your-site.local install-app gamma_integration

🎯 Usage

Creating Gamma Proposals

1. From Quotation Form:

   • Open any quotation
   • Navigate to the "Gamma" tab
   • Click "Create Gamma Proposal" button
   • Fill in proposal details and Gamma URL
   • Save to automatically link to quotation

2. Direct Creation:

   • Go to Gamma Proposal doctype
   • Create new proposal
   • Link to existing quotation
   • Proposal automatically appears in quotation's Gamma tab

Managing Proposals

Proposal Types

• Main Proposal: Primary presentation for the quotation
• Technical Proposal: Detailed technical specifications
• Financial Proposal: Cost breakdown and pricing details
• Executive Summary: High-level overview for executives
• Product Demo: Interactive product demonstrations
• Case Study: Success stories and use cases

Status Management

• Draft: Initial creation state
• In Review: Under internal review
• Shared: Shared with customer
• Approved: Approved by customer
• Rejected: Rejected by customer

Gamma URL Integration

The app supports multiple Gamma URL formats:

https://gamma.app/docs/your-doc-id
https://gamma.app/embed/your-embed-id
https://gamma.app/public/your-public-id

All formats are automatically converted to embed URLs for seamless integration.

🔧 Configuration

Custom Fields

The app automatically adds the following fields to Quotation:

• Gamma Proposals Section: Section break for organization
• Gamma Proposals: Child table for linked proposals
• Proposals Display: HTML field for embedded presentations

Hooks Configuration

# hooks.py
doc_events = {
    "Quotation": {
        "on_update": "gamma_integration.gamma_integration.doctype.gamma_proposal.gamma_proposal.sync_quotation_data"
    }
}

🔌 API Reference

Create Gamma Proposal

frappe.call({
    method: 'gamma_integration.gamma_integration.api.create_gamma_proposal',
    args: {
        quotation_name: 'QTN-2025-00001',
        proposal_name: 'Technical Proposal',
        proposal_type: 'Technical Proposal'
    }
})

Get Quotation Proposals

frappe.call({
    method: 'gamma_integration.gamma_integration.api.get_quotation_proposals',
    args: {
        quotation_name: 'QTN-2025-00001'
    }
})

Link Existing Proposals

frappe.call({
    method: 'gamma_integration.gamma_integration.api.link_existing_proposals'
})

Refresh Gamma Display

frappe.call({
    method: 'gamma_integration.gamma_integration.api.refresh_quotation_gamma_display',
    args: {
        quotation_name: 'QTN-2025-00001'
    }
})

🏗 Architecture

DocTypes

• Gamma Proposal: Main proposal document with Gamma integration
• Quotation Gamma Proposal: Child table for linking proposals to quotations

Key Components

• Server-side Controllers: Handle proposal creation, linking, and synchronization
• Client-side Scripts: Manage UI interactions and real-time updates
• API Layer: RESTful endpoints for external integrations
• Migration Patches: Ensure backward compatibility

File Structure

gamma_integration/
├── gamma_integration/
│   ├── doctype/
│   │   ├── gamma_proposal/
│   │   └── quotation_gamma_proposal/
│   ├── patches/
│   ├── print_format/
│   └── api.py
├── public/
│   ├── js/
│   └── css/
├── fixtures/
└── hooks.py

🔄 Migration & Updates

Automatic Linking

When upgrading from previous versions, run:

bench --site your-site.local execute gamma_integration.gamma_integration.patches.link_existing_gamma_proposals.execute

Export Fixtures

To export current customizations:

bench --site your-site.local export-fixtures

🧪 Testing

API Testing

Use the built-in test button in quotations:

• Navigate to any quotation
• Click "Gamma" → "Test API"
• Verify connection status

Manual Testing

1. Create a new quotation
2. Add a Gamma proposal
3. Verify automatic linking
4. Check embedded presentation display

🐛 Troubleshooting

Common Issues

"No Gamma proposals linked" message

• Run the linking patch: bench --site your-site.local execute gamma_integration.gamma_integration.patches.link_existing_gamma_proposals.execute
• Refresh the quotation form

Proposals not displaying

• Check Gamma URL format
• Verify embed ID extraction
• Check browser console for JavaScript errors

Permission errors

• Ensure user has read/write access to Gamma Proposal doctype
• Check quotation permissions

Debug Mode

Enable debug logging in site_config.json:

{
    "developer_mode": 1,
    "log_level": "DEBUG"
}

🤝 Contributing

We welcome contributions! Please follow these guidelines:

Development Setup

cd apps/gamma_integration
pre-commit install

Code Standards

• Python: Follow PEP 8, use ruff for linting
• JavaScript: Use ESLint and Prettier
• Documentation: Update README for new features

Pre-commit Hooks

• ruff (Python linting)
• eslint (JavaScript linting)
• prettier (Code formatting)
• pyupgrade (Python syntax updates)

Pull Request Process

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Update documentation
6. Submit pull request

📋 Changelog

v1.2.0 (Latest)

• ✅ Fixed dynamic linking issue for existing proposals
• ✅ Added automatic proposal linking on save
• ✅ Enhanced error handling and logging
• ✅ Improved client-side refresh mechanisms
• ✅ Added migration patches for backward compatibility

v1.1.0

• Added multiple proposal types
• Enhanced UI/UX for proposal management
• Improved API endpoints

v1.0.0

• Initial release
• Basic Gamma.app integration
• Quotation embedding functionality

🔐 Security

Data Privacy

• No sensitive data is sent to Gamma.app
• All integrations use public embed URLs
• User permissions are respected

Best Practices

• Regular security updates
• Input validation and sanitization
• Secure API endpoints

📞 Support

Documentation

• Frappe Framework Docs
• ERPNext User Manual
• Gamma.app Documentation

Community

• Frappe Forum
• GitHub Issues

Commercial Support

For enterprise support and customizations, contact: [your-email@company.com]

📄 License

MIT License - see LICENSE file for details.

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Made with ❤️ for the Frappe/ERPNext community

Transform your quotations with interactive Gamma presentations!