Lee Kim Alliance ERP

Purpose

Host business-specific DocTypes, Pages, Reports, and dashboards for Lee Kim Alliance operations (clients, applications, billing, services, AGM-related features, debt management, Xero linkage, etc.).

Deep dive (handover topics)

Topic	Page
Application updates, PDFs, printouts	Application lifecycle & PDFs
Billing → payment success emails	Billing flow
Daily AGM cron, ACRA, cron conflicts	AGM & scheduler
Xero tenants & application linkage	Xero tenant & contacts
Debt / collections	Debt management

Scope in codebase

• leekimerp/leekimerp/lee_kim_alliance_erp/ — doctype/, page/, report/, dashboard_chart/, etc.

Key DocTypes & documents

Dozens of custom DocTypes; discover via lee_kim_alliance_erp/doctype/*/. Examples include Application, Billing, Xero-related tables, Company extensions, and operational entities. Use Frappe’s DocType list or search the repo for the entity name.

Flow (conceptual)

flowchart LR
  A[Application / client record] --> B[Services & billing]
  B --> C[Sales Invoice / Xero]
  B --> D[Operational tasks & reports]

Entry points

• Desk: Custom DocTypes and Pages registered under this module
• API: Many flows go through api/xero.py, api/stripe.py, api/user.py, etc., depending on feature
• Hooks: doc_events in hooks.py for Application, Billing, and others

Function / method list

Not duplicated here — see Whitelisted API inventory and grep leekimerp.lee_kim_alliance_erp in Python for DocType controllers.

Dependencies

• ERPNext accounting and selling modules
• Xero, Stripe where configured

Configuration

• Company-level and integration DocTypes (Xero tenant, Stripe, etc.)

Operational notes

• PDF generation on Application update (hooks.py → generate_pdfs) — verify file storage and permissions on change.

Known gaps / tech debt

• Review commented AGM on_update and related cron notes in hooks.py before enabling disabled paths.