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Lee Kim ERP — Developer Handover

Xero tenant & contacts

Purpose

Section titled “Purpose”

Complement Xero integration with data-model context: tenants, contacts, and application linkage.

Scope in codebase

Section titled “Scope in codebase”
  • leekimerp/api/xero.py — OAuth, webhooks, sync_contact_with_tenant, create_contact, update_sync_status
  • leekimerp/tasks.py — update_new_xero_contact (commented in hooks.py for Application on_update)
  • DocTypes under lee_kim_alliance_erp/doctype/ matching Xero* (e.g. Xero Contact, Xero Tenants — verify exact names in repo)

Flow

Section titled “Flow”
flowchart LR
  APP[Application] -. optional .-> XC[Xero Contact]
  XT[Xero Tenant / settings] --> API[xero.py sync]
  API --> XERO[Xero Cloud]

Entry points

Section titled “Entry points”
  • Whitelisted methods in api/xero.py (see API inventory)
  • Webhook: xero_webhook_connection

Dependencies

Section titled “Dependencies”
  • Stored OAuth tokens (obtain_xero_oauth2_token, store_xero_oauth2_token)
  • ERPNext Customer, Item, Sales Invoice when syncing into native ERP flow

Configuration

Section titled “Configuration”
  • Per-tenant Xero credentials and webhook signing secret (get_app_webhook_secret)

Operational notes

Section titled “Operational notes”
  • update_new_xero_contact on Application on_update is commented out in hooks.py — confirm with product before re-enabling.