feat : Update Sales Order and Sales Invoice

[hridyalakshmi]

Feature description

-Update Quotation,Sales Invoice and Sales Order.

Solution Description

1.Sales Order Validation with Quotation:

-A new server-side validation method validate_sales_order_amount_with_quotation ensures that the total amount of Sales Orders created against a Quotation does not exceed or fall short of the Quotation's total amount.
-The system also checks if the is_barter checkbox is checked in the Quotation. If it is, the system ensures that a corresponding Purchase Invoice exists for the same customer, using common party accounting logic to create and link a Supplier if necessary.

2.Customer Overdue Invoice Alert:

-When creating a Sales Order, the system now checks if the customer has any overdue Sales Invoices. If overdue invoices are found, a red alert is displayed on the Sales Order form with links to the corresponding overdue Sales Invoices.

3.Sales Type Filtering:

-The Sales Order form dynamically filters the available item_code options in the child table based on the selected sales_type.
-The form also sets the appropriate values for the include_in_ibf field depending on the sales_type, is_barter_invoice, and is_agent fields.

4.Agent-Based Customization:

-If a Sales Order is linked to a Quotation (via reference_id), the system checks if the customer is an agent by fetching the is_agent field from the Customer doctype. If the customer is an agent, the form enforces specific conditions such as making the actual_customer and include_in_ibf fields mandatory or read-only.
-The actual_customer field filters customers who are not agents when setting up the Sales Order.

5.Quotation Custom Buttons and Fields:

-The system also fetches the sales_type from the Item doctype and automatically fills it in the Quotation's item table, based on the selected item_code.

6.Sales Order Creation from Quotation:

-The form behavior is modified to automatically read-only the customer field when the Sales Order is created from a Quotation. This ensures that the linked customer remains unchanged.

Output

Is there any existing behavior change of other features due to this code change?

-No

Was this feature tested on the browsers?

• Mozilla Firefox