fix: prevent leakage of party-derived fields in cross doctype transactions (#55336)

Co-authored-by: Nabin Hait <nabinhait@gmail.com>

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -29,7 +29,12 @@ from erpnext.accounts.doctype.repost_accounting_ledger.repost_accounting_ledger
 )
 from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import SalesTaxWithholding
 from erpnext.accounts.general_ledger import get_round_off_account_and_cost_center
-from erpnext.accounts.party import _get_party_details, get_due_date, get_party_account
+from erpnext.accounts.party import (
+	CROSS_PARTY_FIELD_NO_MAP,
+	_get_party_details,
+	get_due_date,
+	get_party_account,
+)
 from erpnext.accounts.utils import (
 	get_account_currency,
 	update_voucher_outstanding,
@@ -2883,7 +2888,7 @@ def make_inter_company_transaction(doctype, source_name, target_doc=None):
 				"doctype": target_doctype,
 				"postprocess": update_details,
 				"set_target_warehouse": "set_from_warehouse",
-				"field_no_map": ["taxes_and_charges", "set_warehouse", "shipping_address", "cost_center"],
+				"field_no_map": [*CROSS_PARTY_FIELD_NO_MAP, "set_warehouse", "cost_center"],
 			},
 			doctype + " Item": item_field_map,
 		},

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -2918,6 +2918,34 @@ class TestSalesInvoice(ERPNextTestSuite):
 		self.assertEqual(target_doc.company, "_Test Company 1")
 		self.assertEqual(target_doc.supplier, "_Test Internal Supplier")
 
+	def test_inter_company_transaction_does_not_inherit_party_fields(self):
+		"""
+		Party-derived fields on SI (from Customer) must not leak into the mapped PI.
+		"""
+		si = create_sales_invoice(
+			company="Wind Power LLC",
+			customer="_Test Internal Customer",
+			debit_to="Debtors - WP",
+			warehouse="Stores - WP",
+			income_account="Sales - WP",
+			expense_account="Cost of Goods Sold - WP",
+			cost_center="Main - WP",
+			currency="USD",
+			do_not_save=1,
+		)
+		si.selling_price_list = "_Test Price List Rest of the World"
+		si.tax_category = "_Test Tax Category 1"
+		si.language = "ar"
+		si.payment_terms_template = "_Test Payment Term Template"
+		si.submit()
+
+		pi = make_inter_company_transaction("Sales Invoice", si.name)
+
+		supplier = frappe.get_doc("Supplier", "_Test Internal Supplier")
+		self.assertEqual(pi.tax_category or None, supplier.tax_category or None)
+		self.assertEqual(pi.language or None, supplier.language or None)
+		self.assertEqual(pi.payment_terms_template or None, supplier.payment_terms or None)
+
 	def test_inter_company_transaction_without_default_warehouse(self):
 		"Check mapping (expense account) of inter company SI to PI in absence of default warehouse."
 		# setup

erpnext/accounts/party.py

@@ -49,6 +49,25 @@ SALES_TRANSACTION_TYPES = {
 }
 TRANSACTION_TYPES = PURCHASE_TRANSACTION_TYPES | SALES_TRANSACTION_TYPES
 
+# Party-derived fields that must NOT be auto-copied by `get_mapped_doc` when the
+# source and target documents belong to different parties (e.g. Sales Order →
+# Purchase Order or inter-company Sales Invoice → Purchase Invoice).
+CROSS_PARTY_FIELD_NO_MAP = [
+	"tax_category",
+	"tax_id",
+	"tax_withholding_category",
+	"taxes_and_charges",
+	"address_display",
+	"contact_display",
+	"contact_mobile",
+	"contact_email",
+	"contact_person",
+	"shipping_address",
+	"dispatch_address",
+	"payment_terms_template",
+	"language",
+]
+
 
 class DuplicatePartyAccountError(frappe.ValidationError):
 	pass

erpnext/selling/doctype/sales_order/sales_order.py

@@ -21,7 +21,7 @@ from erpnext.accounts.doctype.sales_invoice.sales_invoice import (
 	update_linked_doc,
 	validate_inter_company_party,
 )
-from erpnext.accounts.party import get_party_account
+from erpnext.accounts.party import CROSS_PARTY_FIELD_NO_MAP, get_party_account
 from erpnext.controllers.selling_controller import SellingController
 from erpnext.manufacturing.doctype.blanket_order.blanket_order import (
 	validate_against_blanket_order,
@@ -1743,7 +1743,6 @@ def make_purchase_order(
 		target.shipping_rule = ""
 		target.tc_name = ""
 		target.terms = ""
-		target.payment_terms_template = ""
 		target.payment_schedule = []
 
 		default_price_list = frappe.get_value("Supplier", supplier, "default_price_list")
@@ -1810,16 +1809,7 @@ def make_purchase_order(
 			{
 				"Sales Order": {
 					"doctype": "Purchase Order",
-					"field_no_map": [
-						"address_display",
-						"contact_display",
-						"contact_mobile",
-						"contact_email",
-						"contact_person",
-						"taxes_and_charges",
-						"shipping_address",
-						"dispatch_address",
-					],
+					"field_no_map": [*CROSS_PARTY_FIELD_NO_MAP],
 					"validation": {"docstatus": ["=", 1]},
 				},
 				"Sales Order Item": {

erpnext/selling/doctype/sales_order/test_sales_order.py

@@ -25,6 +25,7 @@ from erpnext.selling.doctype.sales_order.sales_order import (
 	make_delivery_note,
 	make_material_request,
 	make_production_plan,
+	make_purchase_order,
 	make_raw_material_request,
 	make_sales_invoice,
 	make_work_orders,
@@ -1163,9 +1164,6 @@ class TestSalesOrder(ERPNextTestSuite):
 
 	def test_drop_shipping(self):
 		from erpnext.buying.doctype.purchase_order.purchase_order import update_status
-		from erpnext.selling.doctype.sales_order.sales_order import (
-			make_purchase_order,
-		)
 		from erpnext.selling.doctype.sales_order.sales_order import update_status as so_update_status
 
 		# make items
@@ -1259,9 +1257,6 @@ class TestSalesOrder(ERPNextTestSuite):
 		so.cancel()
 
 	def test_drop_shipping_partial_order(self):
-		from erpnext.selling.doctype.sales_order.sales_order import (
-			make_purchase_order,
-		)
 		from erpnext.selling.doctype.sales_order.sales_order import update_status as so_update_status
 
 		# make items
@@ -1319,10 +1314,6 @@ class TestSalesOrder(ERPNextTestSuite):
 
 	def test_drop_shipping_full_for_default_suppliers(self):
 		"""Test if multiple POs are generated in one go against different default suppliers."""
-		from erpnext.selling.doctype.sales_order.sales_order import (
-			make_purchase_order,
-		)
-
 		if not frappe.db.exists("Item", "_Test Item for Drop Shipping 1"):
 			make_item("_Test Item for Drop Shipping 1", {"is_stock_item": 1, "delivered_by_supplier": 1})
 
@@ -1363,8 +1354,6 @@ class TestSalesOrder(ERPNextTestSuite):
 		Tests if the the Product Bundles in the Items table of Sales Orders are replaced with
 		their child items(from the Packed Items table) on creating a Purchase Order from it.
 		"""
-		from erpnext.selling.doctype.sales_order.sales_order import make_purchase_order
-
 		product_bundle = make_item("_Test Product Bundle", {"is_stock_item": 0})
 		make_item("_Test Bundle Item 1", {"is_stock_item": 1})
 		make_item("_Test Bundle Item 2", {"is_stock_item": 1})
@@ -1393,8 +1382,6 @@ class TestSalesOrder(ERPNextTestSuite):
 		"""
 		Tests if the packed item's `ordered_qty` is updated with the quantity of the Purchase Order
 		"""
-		from erpnext.selling.doctype.sales_order.sales_order import make_purchase_order
-
 		product_bundle = make_item("_Test Product Bundle", {"is_stock_item": 0})
 		make_item("_Test Bundle Item 1", {"is_stock_item": 1})
 		make_item("_Test Bundle Item 2", {"is_stock_item": 1})
@@ -2664,8 +2651,6 @@ class TestSalesOrder(ERPNextTestSuite):
 		self.assertEqual(so.status, "To Deliver and Bill")
 
 	def test_item_tax_transfer_from_sales_to_purchase(self):
-		from erpnext.selling.doctype.sales_order.sales_order import make_purchase_order
-
 		item_tax = frappe.new_doc("Item Tax Template")
 		item_tax.title = "Test Item Tax Template"
 		item_tax.company = "_Test Company"
@@ -2695,6 +2680,33 @@ class TestSalesOrder(ERPNextTestSuite):
 		po.submit()
 		self.assertEqual(po.taxes[0].tax_amount, 2)
 
+	def test_make_purchase_order_does_not_inherit_party_fields(self):
+		"""
+		Customer-derived fields must not leak from a drop-ship SO into the PO.
+		"""
+		so_items = [
+			{
+				"item_code": "_Test Item",
+				"warehouse": "",
+				"qty": 1,
+				"rate": 100,
+				"delivered_by_supplier": 1,
+				"supplier": "_Test Supplier",
+			}
+		]
+		so = make_sales_order(item_list=so_items, do_not_submit=True)
+		so.tax_category = "_Test Tax Category 1"
+		so.language = "ar"
+		so.payment_terms_template = "_Test Payment Term Template"
+		so.submit()
+
+		po = make_purchase_order(so.name, selected_items=so_items)[0]
+
+		supplier = frappe.get_doc("Supplier", "_Test Supplier")
+		self.assertEqual(po.tax_category or None, supplier.tax_category or None)
+		self.assertEqual(po.language or None, supplier.language or None)
+		self.assertEqual(po.payment_terms_template or None, supplier.payment_terms or None)
+
 	def test_pending_quantity_after_update_item_during_invoice_creation(self):
 		so = make_sales_order(qty=30, rate=100)
 

erpnext/stock/doctype/delivery_note/delivery_note.py

@@ -16,7 +16,7 @@ from frappe.query_builder import DocType
 from frappe.query_builder.functions import Abs, Sum
 from frappe.utils import cint, flt
 
-from erpnext.accounts.party import get_due_date
+from erpnext.accounts.party import CROSS_PARTY_FIELD_NO_MAP, get_due_date
 from erpnext.controllers.accounts_controller import get_taxes_and_charges, merge_taxes
 from erpnext.controllers.selling_controller import SellingController
 from erpnext.stock.doctype.packed_item.packed_item import make_packing_list
@@ -1390,8 +1390,7 @@ def make_inter_company_transaction(doctype, source_name, target_doc=None):
 			doctype: {
 				"doctype": target_doctype,
 				"postprocess": update_details,
-				"field_no_map": ["taxes_and_charges", "set_warehouse"],
-				"field_map": {"shipping_address_name": "shipping_address"},
+				"field_no_map": [*CROSS_PARTY_FIELD_NO_MAP, "set_warehouse"],
 			},
 			doctype + " Item": {
 				"doctype": target_doctype + " Item",

erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py

@@ -1051,6 +1051,40 @@ class TestPurchaseReceipt(ERPNextTestSuite):
 
 		pr.cancel()
 
+	def test_inter_company_purchase_receipt_does_not_inherit_party_fields(self):
+		"""
+		Party-derived fields on DN (from Customer) must not leak into the mapped PR.
+		"""
+		from erpnext.stock.doctype.delivery_note.delivery_note import make_inter_company_purchase_receipt
+		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
+
+		prepare_data_for_internal_transfer()
+
+		customer = "_Test Internal Customer 2"
+		company = "_Test Company with perpetual inventory"
+
+		dn = create_delivery_note(
+			company=company,
+			customer=customer,
+			cost_center="Main - TCP1",
+			expense_account="Cost of Goods Sold - TCP1",
+			qty=1,
+			rate=100,
+			warehouse="Stores - TCP1",
+			target_warehouse="Work In Progress - TCP1",
+			do_not_submit=True,
+		)
+		# Stamp customer-side party fields onto the DN
+		dn.tax_category = "_Test Tax Category 2"
+		dn.language = "ar"
+		dn.submit()
+
+		pr = make_inter_company_purchase_receipt(dn.name)
+
+		supplier = frappe.get_doc("Supplier", "_Test Internal Supplier 2")
+		self.assertEqual(pr.tax_category or None, supplier.tax_category or None)
+		self.assertEqual(pr.language or None, supplier.language or None)
+
 	def test_lcv_for_internal_transfer(self):
 		from erpnext.stock.doctype.delivery_note.delivery_note import make_inter_company_purchase_receipt
 		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note