I want to create a customized version of Frappe HR where I’ve redesigned the entire UI and kept only the reports and sections I actually need.
My goal is to finalize the HR policies, salary deductions, and tax calculation logic.
Once this setup is complete, I’d like to configure Bench so that I can easily replicate this customized version for new instances in the future. Plus make sure all the doclype data is copied in the new database as well.
Can someone please help me understand how to achieve this? I’d appreciate any guidance, relevant documentation, or best practices to learn the right concepts and methodologies.
Thanks in advance for your help!
Copying Customizations: First make sure to make all customizations part of custom app. If custom app is not created, create it using:
bench new-app [app_name]
Put all doctypes, custom codes in this app. Push this app on GitHub.
For Database migration, if you want to migrate database, there are few options.
If you want to migrate data of specific doctypes only, then take backup using:
bench --site [site] backup --only ‘Doctype1, Doctype2’.
More on Backup options:
https://docs.frappe.io/framework/user/en/bench/reference/backup
To restore the database:
bench --site [site] restore [path/to/database/file]
More on Database Restore:
https://docs.frappe.io/framework/user/en/bench/reference/restore