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Lee Kim ERP — Developer Handover

Sales Invoice & Quotation overrides

Purpose

Section titled “Purpose”

Document extensions to ERPNext Sales Invoice and Quotation DocTypes.

Scope in codebase

Section titled “Scope in codebase”
  • leekimerp/leekimerp/override/sales_invoice.py
  • leekimerp/leekimerp/override/quotation.py

OverrideSalesInvoice

Section titled “OverrideSalesInvoice”
MethodBehavior
validateCalls super().validate() only — no extra business rules in subclass

Whitelisted mapper (sales_invoice.py)

Section titled “Whitelisted mapper (sales_invoice.py)”
FunctionRole
make_quotation_from_invoice(source_name, target_doc=None)Maps Sales Invoice → Quotation (quotation_to = Customer, party_name from customer)

OverrideQuotation

Section titled “OverrideQuotation”
MethodBehavior
(class body)pass — inherits standard Quotation behavior

Whitelisted mapper (quotation.py)

Section titled “Whitelisted mapper (quotation.py)”
FunctionRole
make_invoice_from_quotation(source_name, target_doc=None)Maps Quotation → Sales Invoice; throws if quotation_to is not Customer; sets customer from party_name; runs set_missing_values on target

Entry points

Section titled “Entry points”
  • Desk: Buttons or scripts that call make_quotation_from_invoice / make_invoice_from_quotation via client or server actions (confirm in public/js/ and Desk customization).

Dependencies

Section titled “Dependencies”
  • frappe.model.mapper.get_mapped_doc, ERPNext SalesInvoice / Quotation controllers
Section titled “Related”