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HotWax Media and OFBiz – 2009 OFBiz Contributions – Part 2

Tuesday, January 5th, 2010

Hotwax Media OFBiz

For the second installment in our series highlighting the contributions of HotWax Media to Apache’s Open For Business (OFBiz) in 2009, we will focus on the OFBiz eCommerce related components:

  1. eCommerce
  2. Order Management
  3. Catalog and Inventory Management
  4. Marketing

eCommerce

Over the past year, the eCommerce component in OFBiz has received some much needed focus on improving and updating the interfaces provided by the out of the box (OOTB) functionality in the system.  They were littered with rigid tables, and inline styling that did not allow for the flexibility and configurability that we have come to expect in other pieces of software.

Here is a long list of functionality that has been added by HotWax Media to the OFBiz eCommerce application

  1. Implemented Layered Navigation of Categories in eCommerce
    • Layered navigation in an eCommerce application allows the user to filter the product listing based on categories, features and price ranges.
    • The user can apply multiple filters to the given product listing.
    • The user can narrow or expand the search and try different filter combinations, so as to find the desired product.
  2. Made improvements in the product review implementation.
  3. Added support for adding additional image features for a product so the user can see different view of images.
  4. Added sample data that contains a Sales Order and Purchase Order in completed status along with their Accounting entries for Shipment, Invoice and Payment.
  5. Added user friendly URLs on breadcrumbs of eCommerce/order manager.
  6. Implement contact us functionality for unregistered users.
  7. Improvement in createShoppingListItem service – If the same item is added more than one time, increase the quantity instead of adding the same item as a new line item.
  8. Implemented eCommerce product comparisons, allowing customers to compare any number of products by price, descriptions and features.  This is configurable and overridable to support different comparisons quite easily.
  9. Added tracking of products that are purchased together for future reporting.
  10. Added a widget to display the tracking of productions purchased together by eCommerce customers.
  11. Made configurable aspects of email services to provide “guaranteed” delivery for sales messaging.
  12. Major overhaul of eCommerce component CSS.
    • Added comprehensive reset styling to eCommerce to allow designers to work from a blank slate for a more consistent cross-brower user experience.
    • Removed many unused IDs and classNames, consolidated heading and button styles. Compressed eCommerce CSS by removing whitespace and converting styles to shorthand.  Resulted in 30% reduction in file size, overall file size reduced by 48%.
    • Created separated, consistent styles for all form elements.  Moved form styling into separate forms.css file.
  13. Major updates to eCommerce page markup
    • Cleanup up all sidebar screenlet views.  Slimmed down and simplified box styling by removing extra <div> tags and added consistent heading tags.
    • Completely overhauled One Page Checkout.  Removed table based layout from checkout steps and converted to semantic form structure.  Result is a much more flexible and easily styled checkout process.
    • Began work on removing table based layout from all forms throughout eCommerce component.
  14. Removed deprecated HTML elements and inline styles from eCommerce component markup.  Result is much more easily category and product detail views.
  15. Introduced BizznessTime theme to administration components, which became the default theme for OFBiz administration.  In the process of implementing the new theming functionality we:
    • Added better reset values to CSS to allow for more consistent cross-browser user experience
    • Created consistent form, heading, and button styling across all administration components
    • Removed tons of unused/unnecessary CSS from administration components styling, reducing styling file size by 60%.
  16. Enhanced survey implementation for testing scenarios of eCommerce application.

Order Management

As you’ll see from this list of enhancements, there have been plenty of places to update the Order Management system in OFBiz to be more user friendly and to have additional features available to users:

  1. While placing purchase order, the orderId can be supplied explicitly by the user. If it is not supplied then it will be created automatically.
  2. Added a new field for “cancelBackOrderDate” to be more consistent with other services like OrderItem(purchase order). Field is shown in order detail page and on Purchase order PDF if exists.  Added the scheduled service as well.
  3. Added the ability to add more then one product at a time to purchase order in order detail page with single add form.
  4. While recording PO, when the unit price of the item is edited the new value automatically gets set as last price on supplier record.
  5. After placing a purchase order, the user can now update the estimatedShipDate and estimatedDeliveryDate by editing order items in order detail page.
  6. While waiting for the inventory to arrive, user can lower the priority on inventory allocation so that other orders can be fulfilled while they are waiting for sufficient inventory to fill the larger sales order.  Order priority of order can also be be set from order detail page explicitly.
  7. Introduced a new order return type, “Wait Replacement Reserved”.  With this, when a return is accepted, a replacement order is immediately created in the “Held” status.  When the original item return is received the “Held” replacement order(s) automatically sets the status to “Approved” to clear them for fulfillment.
  8. After a return for refund, exchange orders can now can be created against original order.
  9. Added new return type “Replace Immediately”.  This could be used in a return process for which items are not expected to be returned or with items(s) that cost less then the shipping charges on the original order.
  10. Added new filters on find order page – by country, shipping method, order viewed, payment gateway response (gatewayAvsResult / gatewayScoreResult).
  11. Added an optional input field where user can specify an orderId while creating a purchase order.
  12. Enabled audit for a few additional fields on the ReturnItem entity namely returnTypeId, returnReasonId, returnQuantity, receivedQuantity and returnPrice.
  13. Added the feature to show or hide out of stock products on the front end of an eCommerce site.  This new implementation is configurable through a new field showOutOfStockProducts (by default = Y) on ProductStore.
  14. Enabled audit for a few additional fields on the OrderItem entity namely price and quantities.
  15. Enabled audit for a few additional fields on the OrderItemShipGroup entity to archive changes in shipment method.  This can be viewed through the “Order History” link under the screelet on the order detail page.
  16. Added an option to add a new shipping address from the order detail page.
  17. Added the feature to generate a pick sheet PDF for an order from the order detail page.
  18. Added a new return type “Refund Immediately” which triggers refunds when return is accepted.
  19. Added the ability to mark an order as viewed.
  20. Product Store can now be configured to set the default store credit account type – either financial account or billing account.
  21. Fixed major issues in the receive Purchase Order functionality.

Catalog and Inventory Management

Since the beginning of development of OFBiz, and definitely since the move to the Apache Software Foundation, the Catalog and Inventory component have been an established fixture in eCommerce usage.  Minor things have changed and additional pieces have been integrated, but the interfaces and the capabilities have long endured large changes in other parts of the system while remaining relatively unchanged.

Over the past year, we have added a few modifications:

  1. Promotions hooked up to shipping total adjustments – Now Shipping Total adjustments can be applied using simple promotions. Users can specify percentage discount on a specific shipping method – and can use this for free shipping if this is needed as well.
  2. Improved ProductType Hierarchy for Marketing Packages – Creating a hierarchy was possible before these modifications, but the business logic specific to parent type was never applied to the sub types, thus making hierarchy useless.  Once this change was made, we have seen usage of this feature ramp up significantly.
  3. Enhanced the find inventory screen with “sell through” information.

Marketing

Much like the catalog on inventory components in OFBiz, the marketing component has long been one of the more stable pieces in the eCommerce landscape – providing OFBiz users with simple ways to track and report on different initiatives.  Over the course of the year, we have added new reports to make it easier to track different information related to marketing initiatives.

From tracking purchases related to the tracking codes, to tracking email traffic (emails sent, bounced and opened), to tracking subscriptions made and canceled during a given time period – the data being collected has changed little, but the ability to to be able to leverage it in a meaningful way has been greatly enhanced.

What’s Next?

In my third volume in this series (Part 3), I will discuss our contributions in the area of ERP: accounting, manufacturing and facility management.

- Tim

Tim Ruppert is Chief Operating Officer at HotWax Media as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

This post is part of a 4 part series. Please find the other posts in this series here:

Read Intro | Part 1 | Part 2 | Part 3 | Part 4

HotWax Media and OFBiz – 2009 OFBiz Contributions – Part 1

Monday, December 7th, 2009
For the first part of our series highlighting the contributions of HotWax Media to Apache’s Open For Business (OFBiz), we will focus on the following topics:
1. Rebranding the Project
2. Framework Enhancements
3. Platform Stability
– Reviewing Code
– Unit Testing
– Bug Fixing

Rebranding the Project

Following ApacheCon 2008, much of the focus was on steering the project towards greater usability and marketability to compete with the commercial eCommerce and ERP packages.  The thoughts were that we may be an open source project, but there are ample amounts of creative people around the project in order to bring another level of professionalism to the product being developed.
Working with project partner Brainfood for art direction and branding collaboration, HotWax Media began the process of updating the presence and branding around all of OFBiz – starting with the design and branding of the OFBiz home page.  Once the home page and brand identity were complete, HotWax Media proceeded to integrate this look and feel into other pieces of existing collateral (like the project Wiki) as well as developing new features to house the nightly releases and log files from the days OFBiz demo activity.
Framework Enhancements
While this does not represent all of the framework enhancements that we participated in over the past 11 months, this does give you some insight into the different areas where HotWax Media has made an impact:
1. Fixed UEL to support variable name modifiers for an object accessed via a key in a Map.
2. Added a utility method to common component, which can be used with any Type entity, to check if a type_1 is a sub type of type_2.
3. Secure URL’s fixes and encouraged the use of _index feature of freemarker templates.
4. Cleanup for component location (change from location=”org/ofbiz/……… to location=”component://party/script/org/ofbiz……)
5. Refactored widget rendering code to be template driven (easily extendable and customizable)
6. Created a new CSV output renderer for widgets.
7. Implemented database rollbacks for the testing framework allowing for repeated test runs without clearing and reseeding the database
8. Added XPath support to JUEL and MiniLang
9. Added support for child menu items to the Menu Widget
10. Added support for confirmation pop-ups in the Menu Widget
11. Improved performance of the EntityListIterator (which is used extensively throughout the system)
12. Added JSONServiceMultiEventHandler to enable AJAX form submission for multi-forms in OFBiz
13. Provide Hindi translations for multiple components
14. … etc …
Platform Stability – Reviewing Code, Unit Testing & Bug Fixing
So far in 2009, HotWax Media has contributed literally tens of thousands of hours to the Apache Open For Business project.  Out of work, over 50% of the time has been spent in reviewing other contributions, cleaning up the unit testing framework, adding additional tests for better code coverage, writing business level review documents to document processes and providing bug fixes for functionality that is not working properly at the time.
This contribution alone has made massive improvements to the stability of the code and we look forward to duplicating, if not increasing, our contribution in this area in 2010.
What’s Next?
In my next installment of this series, I will discuss our contributions in the area of eCommerce: the frontend, backend, inventory and catalog management, and the marketing of your goods.

Hotwax Media OFBiz

For the first part of our series highlighting the contributions of HotWax Media to Apache’s Open For Business (OFBiz) in 2009, we will focus on the following topics:

  1. Rebranding the Project
  2. Framework Enhancements
  3. Platform Stability - Reviewing Code, Unit Testing and Bug Fixing

Rebranding the Project

Following ApacheCon 2008, much of the focus was on steering the project towards greater usability and marketability to compete with the commercial eCommerce and ERP packages.  The thoughts were that we may be an open source project, but there are ample amounts of creative people around the project in order to bring another level of professionalism to the product being developed.

Working with project partner Brainfood for art direction and branding collaboration, HotWax Media began the process of updating the presence and branding around all of OFBiz – starting with the design and branding of the OFBiz home page.  Once the home page and brand identity were complete, HotWax Media proceeded to integrate this look and feel into other pieces of existing collateral (like the project Wiki) as well as developing new features to house the nightly releases and log files from the days OFBiz demo activity.

Framework Enhancements

While this does not represent all of the framework enhancements that we participated in over the past 11 months, this does give you some insight into the different areas where HotWax Media has made an impact:

  1. Fixed UEL to support variable name modifiers for an object accessed via a key in a Map.
  2. Added a utility method to common component (which can be used with any Type entity, to check if a type_1 is a sub type of type_2).
  3. Secure URL’s fixes and encouraged the use of _index feature of freemarker templates.
  4. Cleanup for component location (change from location=”org/ofbiz/……… to location=”component://party/script/org/ofbiz……).
  5. Refactored widget rendering code to be template driven (easily extendable and customizable).
  6. Created a new CSV output renderer for widgets.
  7. Implemented database rollbacks for the testing framework allowing for repeated test runs without clearing and reseeding the database.
  8. Added XPath support to JUEL and MiniLang.
  9. Added support for child menu items to the Menu Widget.
  10. Added support for confirmation pop-ups in the Menu Widget.
  11. Improved performance of the EntityListIterator (which is used extensively throughout the system).
  12. Added JSONServiceMultiEventHandler to enable AJAX form submission for multi-forms.
  13. Provide Hindi translations for multiple components.
  14. … etc …

Platform Stability – Reviewing Code, Unit Testing & Bug Fixing

So far in 2009, HotWax Media has contributed literally tens of thousands of hours to the Apache Open For Business project.  Out of this work, over 50% of the time has been spent in reviewing other contributions, cleaning up the unit testing framework, adding additional tests for better code coverage, writing business level review documents to document processes and providing bug fixes for functionality that is not working properly at the time.

This contribution alone has made massive improvements to the stability of the code and we look forward to duplicating, if not increasing, our contribution in this area in 2010.

What’s Next?

In my next installment of this series (Part 2), I will discuss our contributions in the area of eCommerce: the frontend, backend, inventory and catalog management, and the marketing of your goods.

- Tim

Tim Ruppert is Chief Operating Officer at HotWax Media as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

This post is part of a 4 part series. Please find the other posts in this series here:

Read Intro | Part 1 | Part 2 | Part 3 | Part 4

HotWax Media and OFBiz – Introduction

Monday, November 23rd, 2009

Over the course of the past year, the Apache Open for Business Project (OFBiz) has made amazing progress in a number of areas: from re-branding itself to compete with commercial ERP products to adding new integrations to increase the flexibility of the system, from providing new and improved theme support to the front and back-end applications to stabilizing the framework upon which all of these applications have been built, from welcoming much needed business users to expanding the number of committers in the project – it’s been a busy year. Needless to say, throughout all of it, HotWax Media has been right there contributing to the advancement of the project.

apache-open-business

This is the intro to a four-part series, where I will highlight the contributions and donations that have been made by HotWax Media to OFBiz, during 2009. The series breakdown looks like this:

1. The OFBiz Project – the framework, utilities, infrastructure, general applications and marketing of the project.

2. OFBiz Ecommerce – frontend, backend, order management, inventory and marketing of your goods.

3. OFBiz ERP – accounting, manufacturing, warehouses and facility management

4. OFBiz Integrations – payment processing, shipping, multi-channel sales and more.

Stay tuned!

- Tim

Tim Ruppert is Chief Operating Officer at HotWax Media as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

This post is part of a 4 part series. Please find the other posts in this series here:

Read Intro | Part 1 | Part 2 | Part 3 | Part 4

HotWax Media, Gold Sponsor, ApacheCon US 2009

Monday, November 2nd, 2009
apache-con-2009

We are psyched to kick off our company blog with a post about ApacheCon US 2009, running 2 – 6 November, 2009 in lovely Oakland, CA!  The Apache Software Foundation (ASF) will be celebrating its 10th anniversary at this year’s ApacheCon — Happy Birthday, ASF!

HotWax Media was the Platinum Sponsor at last year’s ApacheCon US 2008, which took place in New Orleans.  This year in Oakland, Microsoft and Thawte are filling the Platinum Sponsor role, while SourceForge joins us as a Gold Sponsor.  (Other sponsors include hp, LinkedIn, and Sun – See a complete list here.)  What’s that, you say?  Microsoft is a Platinum Sponsor of the most respected open source software conference of the year?  Believe it!

But the show is only made possible by the sponsors, it is not about the sponsors.  Rather, the show is about the fantastic collaboration that takes place under the umbrella of the ASF.  If you have an interest in open source software but have never attended an ApacheCon, I recommend you give it a try.  Granted, the subject matter of presentations (and of general conversations) skews toward the technical side of the spectrum, but I really enjoy the individuals who attend, the casual and supportive atmosphere, and the quality of the ideas that are shared.

HotWax Media attends and provides sponsorship mainly due to our involvement with Apache Open For Business (OFBiz), which is a broadly scoped open source ERP framework that is maintained as a top-level project at the ASF.  OFBiz offers great e-commerce features on the front end along with amazing capabilities on the backend for integrating and automating business systems.  Users enjoy OFBiz for its ability to bring together features like supplier / inventory / order management, accounting, manufacturing, and more into one common business suite. OFBiz covers a lot of ground, to be sure, which is one of the reasons that OFBiz living under the ASF umbrella is so meaningful to me.

For a software project to be a top-level project at the ASF is the pinnacle of open source credibility.  In a word, the ASF is about meritocracy.  The ASF has setup a structure that promotes the best idea winning; this happens within the context of a hierarchy that is just enough to maintain order and integrity without squashing contribution.  Put another way, the ASF focuses on making sure project administration is done properly, thereby freeing up ASF project participants to focus on what they do best.  The result is a widely-distributed group of flexible, committed volunteers who turn out world class software.

HotWax Media’s business and our expertise with OFBiz go hand-in-hand with our participation in the ASF.  We have numerous OFBiz Project Committers, Project Management Committee Members, and other active community members on staff, and we donate literally thousands of hours per year to the open source project in the form of volunteer maintenance and improvement activities.  What is good for OFBiz, we often say, is good for HotWax Media.  Whether building a custom order management system on OFBiz or developing a proprietary product that relies heavily of OFBiz, HotWax Media makes money in large part by maintaining a leadership role and top-tier expertise with OFBiz.  So there we have it: a simple example of a for-profit business model that relies heavily on open source software.

There are literally dozens of Apache Projects, from OFBiz to the Apache Web Server, which serves over 1/2 of all web sites worldwide.  The volunteers who build and maintain Apache software, and the brilliant minds who attend ApacheCon each year, are some of the most creative and talented software people anywhere.  So as I consider our sponsorship again this year, it does makes me chuckle that we are on the same short list with Microsoft.  Yet even in the face of the obvious conflict of interest that can be construed, it actually makes perfect sense to me that Microsoft is a Platinum Sponsor at ApacheCon.  Any company that makes software development a central component of its business would be well served to become and stay involved with the ASF.  When it comes to software, the ASF simply makes some of the best.

Mike Bates is CEO at HotWax Media and will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.
Mike Bates - OFBiz Expert