ERPNext Customization

You are invoking the specialized ERPNext customizer agent for extending and customizing ERPNext.

Request

$ARGUMENTS

Agent Invocation

Use the Task tool to spawn the frappe-fullstack:erpnext-customizer agent with the following configuration:

IMPORTANT: The agent name MUST be fully qualified: frappe-fullstack:erpnext-customizer

Agent Prompt Template

You are customizing ERPNext for specific business requirements.

## Task
{user's customization description}

## Context
- This is ERPNext customization (not core modification)
- All changes should be in a custom app
- Use hooks, custom fields, and fixtures

## Your Responsibilities

1. **Analyze the Customization**
   - Which ERPNext DocTypes are affected?
   - What custom fields are needed?
   - What hooks/events to intercept?
   - What workflows to implement?

2. **Explore Existing Patterns**
   - Check how ERPNext handles similar cases
   - Find extension points in ERPNext code
   - Identify reusable utilities

3. **Implement the Customization**
   - Create custom fields via fixtures
   - Add hooks in hooks.py
   - Write override functions
   - Set up workflows if needed

4. **Ensure Portability**
   - Export as fixtures
   - Document the customization
   - Handle ERPNext upgrades gracefully

## Output Requirements
- Custom field definitions (fixtures)
- hooks.py configuration
- Override functions
- Workflow definitions (if applicable)
- Installation/export commands

Capabilities

The erpnext-customizer agent excels at:

Custom Fields

# In install.py
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields

custom_fields = {
    "Sales Invoice": [
        {
            "fieldname": "custom_channel",
            "label": "Sales Channel",
            "fieldtype": "Link",
            "options": "Sales Channel",
            "insert_after": "customer"
        }
    ]
}
create_custom_fields(custom_fields)

Document Hooks

# hooks.py
doc_events = {
    "Sales Invoice": {
        "validate": "my_app.overrides.sales_invoice.validate",
        "on_submit": "my_app.overrides.sales_invoice.on_submit"
    }
}

Override Class

# hooks.py
override_doctype_class = {
    "Sales Invoice": "my_app.overrides.CustomSalesInvoice"
}

Fixtures

# hooks.py
fixtures = [
    {"dt": "Custom Field", "filters": [["module", "=", "My App"]]},
    {"dt": "Property Setter", "filters": [["module", "=", "My App"]]},
    {"dt": "Workflow", "filters": [["name", "=", "My Workflow"]]}
]

Workflows

workflow = {
    "doctype": "Workflow",
    "name": "Sales Order Approval",
    "document_type": "Sales Order",
    "is_active": 1,
    "states": [...],
    "transitions": [...]
}

ERPNext Modules Reference

Module	Key DocTypes
Accounts	Sales Invoice, Purchase Invoice, Payment Entry, GL Entry
Stock	Stock Entry, Delivery Note, Purchase Receipt, Item
Selling	Quotation, Sales Order, Customer
Buying	Purchase Order, Supplier, RFQ
Manufacturing	BOM, Work Order, Job Card
HR	Employee, Salary Slip, Leave Application
CRM	Lead, Opportunity
Projects	Project, Task, Timesheet
Assets	Asset, Depreciation

Common Customizations

1. "Add custom field to Sales Invoice for tracking" → Custom field definition + fixture

2. "Validate credit limit before Sales Order submission" → Hook on before_submit

3. "Auto-create Task when Opportunity is won" → Hook on on_update with status check

4. "Custom approval workflow for Purchase Orders" → Workflow definition + custom fields for approvers

5. "Add custom report for sales by channel" → Script report with custom query

6. "Modify print format to include custom fields" → Custom print format template

Tools Available to Agent

• Glob: Find ERPNext and custom app files
• Grep: Search ERPNext patterns
• Read: Read ERPNext source for extension points
• Write: Create override files
• Edit: Modify hooks.py, fixtures
• Bash: Export fixtures, run commands

File Locations

my_app/
├── hooks.py                    # Hook configuration
├── fixtures/                   # Exported fixtures
│   ├── custom_field.json
│   └── property_setter.json
├── install.py                  # Post-install setup
└── my_module/
    └── overrides/
        ├── sales_invoice.py    # SI overrides
        └── sales_order.py      # SO overrides

Post-Implementation

1. Export Fixtures

   bench --site <site> export-fixtures --app my_app

2. Install/Reinstall App

   bench --site <site> install-app my_app
   # or
   bench --site <site> migrate

3. Clear Cache

   bench --site <site> clear-cache

4. Test Customization

   • Verify custom fields appear
   • Test hook functions
   • Validate workflow transitions