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Justinaquino: "Add Comfac ERPNext Localization documentation from PHlocalization project"
2026-03-09T10:49:56Z
<p>"Add Comfac ERPNext Localization documentation from PHlocalization project"</p>
<p><b>New page</b></p><div>= Comfac ERPNext Localization =<br />
<br />
'''Comfac Philippine Localization (CPL)''' is a free, open-source Frappe/ERPNext application delivering statutory compliance, workforce management, retail operations, and sustainability tracking tailored specifically to Philippine legal, tax, and operational requirements.<br />
<br />
Built by Ambibuzz Technologies LLP as part of the BetterGov.ph Civic Tech Initiative.<br />
<br />
== Overview ==<br />
<br />
CPL is a CSR initiative under the BetterGov.ph civic tech program. Generic, high-value industry modules commissioned by paying clients are open-sourced into CPL so every Filipino business and institution can benefit.<br />
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'''Core principle:''' Zero modifications to ERPNext core. All customizations use Frappe's fixture, hooks, and JavaScript injection mechanisms — keeping the app upgrade-safe.<br />
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== Current Module: Bureau of Internal Revenue (BIR) ==<br />
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A custom Frappe application that replicates and extends standard ERPNext financial reports to support BIR (Bureau of Internal Revenue) – Philippines style statutory reporting and presentation requirements.<br />
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=== Included Reports ===<br />
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* '''Balance Sheet BIR''' — BIR-compliant balance sheet with schedule grouping<br />
* '''Balance Sheet Schedule BIR''' — Schedule-grouped variant (SCHED 1–23)<br />
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== Documentation ==<br />
<br />
{| class="wikitable"<br />
! Document !! Description<br />
|-<br />
| [[Architecture and Structure Comfac ERPN Loc]] || Technical architecture, directory structure, and component details<br />
|-<br />
| [[Project Requirements Document Comfac ERPN Loc]] || Complete PRD with phases, requirements, and acceptance criteria<br />
|-<br />
| [[Roadmap Comfac ERPN Loc]] || Development roadmap and strategic guidelines<br />
|-<br />
| [[Phloc Skill Guide Comfac ERPN Loc]] || Developer guide for building and deploying Frappe/ERPNext customizations<br />
|}<br />
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== Key Features ==<br />
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=== Phase 1 — Core Compliance Foundation ===<br />
* BIR-Compliant Chart of Accounts<br />
* Standard Financial Statements (Balance Sheet, Income Statement, Cash Flow, Equity)<br />
* Books of Accounts (CAS/AC Ready)<br />
* EOPT-Compliant Document Templates<br />
* Standard Schedules (AR, AP, Inventory)<br />
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=== Phase 2 — HRIS & Basic Philippine Payroll ===<br />
* Mobile-First Daily Time Record (DTR) PWA<br />
* Statutory Contribution Computation (SSS, PhilHealth, Pag-IBIG)<br />
* Tax Annualization Engine<br />
* BIR Form 2316 Generation<br />
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=== Phase 3 — MSME Retail & Payment Gateway ===<br />
* BIR-Ready POS with Device Locking<br />
* E-Wallet Integration (GCash, Maya via PayMongo/Xendit)<br />
* Z-Reading and X-Reading Reports<br />
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=== Phase 4 — Advanced Industry & LGU Capabilities ===<br />
* LGU Statutory Reporting<br />
* Advanced Payroll Rules (Piece-rate, Hazard pay, Shifting)<br />
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=== Phase 5 — Sustainability & Carbon Footprint ===<br />
* Carbon Footprint Tracker (CFT) Module<br />
* ISO 14064 Ready Auditing<br />
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== External Integrations ==<br />
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{| class="wikitable"<br />
! Integration !! Type !! Phase<br />
|-<br />
| '''Secada''' (Paperless-ngx PH localization) || Document Management / OCR || Cross-phase<br />
|-<br />
| '''Synx-Scheduler''' || Operations & workforce scheduling || Phase 2+<br />
|-<br />
| '''PayMongo / Xendit''' || Payment aggregator APIs || Phase 3<br />
|-<br />
| '''BIR eServices''' || Statutory form submission || Phase 1+<br />
|-<br />
| '''PenPlotter devices''' || Historical books export || Phase 1<br />
|}<br />
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== Architectural Principles ==<br />
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# '''Domain-Based Toggling''' — Industry-specific features as Frappe Domains<br />
# '''MSME-First Design''' — Philippine defaults pre-configured, understandable by non-technical users<br />
# '''No Core Modifications''' — All customizations via Frappe's extend mechanisms<br />
# '''AI-Friendly Documentation''' — Structured Markdown for RAG compatibility<br />
# '''EOPT Act as Billing Baseline''' — Sales Invoice primary, OR supplementary<br />
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== Technology Stack ==<br />
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{| class="wikitable"<br />
! Layer !! Technology<br />
|-<br />
| Framework || Frappe v15<br />
|-<br />
| ERP || ERPNext v15<br />
|-<br />
| Language || Python >= 3.10<br />
|-<br />
| Build || flit_core<br />
|-<br />
| Formatter || Black (99 chars), isort<br />
|-<br />
| License || MIT<br />
|}<br />
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== Repository ==<br />
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* '''GitHub:''' https://github.com/xunema/phlocalization<br />
* '''Wiki:''' https://github.com/xunema/phlocalization/wiki<br />
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== Categories ==<br />
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[[Category:ERPNext]]<br />
[[Category:Frappe]]<br />
[[Category:Philippine Localization]]<br />
[[Category:BIR]]<br />
[[Category:Comfac]]<br />
[[Category:Open Source]]</div>
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