snapshot of https://github.com/frappe/crm.git (develop, 2026-09-18; blobs > 131072B omitted)

crm/domain_enrichment/cross_record.py

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+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+"""Link-time Organization -> Lead/Deal enrichment copy.
+
+The ONLY cross-record behaviour in Domain Enrichment: when a Lead or Deal links an
+already-enriched ``CRM Organization``, synchronously copy that Organization's stored
+enriched fields onto the *empty* fields of the Lead/Deal (fill-empty). The direction
+is strictly Organization -> Lead/Deal, in-request, on the origin save. There is no
+background job, no fan-out, and no write back to the Organization.
+
+The actual field writing reuses :func:`crm.domain_enrichment.mapper.apply_to_document`
+-- the single result->field authority -- by wrapping the Organization's stored values
+in an :class:`~crm.domain_enrichment.result.EnrichmentResult`. No crawling happens
+here; this is a pure record-to-record copy.
+"""
+
+from __future__ import annotations
+
+import frappe
+
+from crm.domain_enrichment import mapper
+from crm.domain_enrichment.config import get_config
+from crm.domain_enrichment.result import (
+	EnrichmentResult,
+	Field,
+	SocialProfile,
+)
+
+# Native enriched fields stored on a CRM Organization. If at least one of these is
+# populated (or the org has a completed enrichment run) we treat the org as enriched
+# and worth copying from. Empty source values never overwrite anything (mapper guards).
+_ORG_ENRICHED_FIELDS = (
+	"company_description",
+	"organization_logo",
+	"industry",
+	"linkedin",
+	"twitter",
+	"facebook",
+)
+
+
+def _is_org_enriched(org) -> bool:
+	"""Has this Organization actually been enriched?
+
+	Cleanest signal: a completed ``CRM Enrichment Run`` for the org. We also accept
+	any populated native enriched field as a fallback (an org may carry enriched data
+	without a run row, e.g. seeded/imported data).
+	"""
+	if frappe.db.exists(
+		"CRM Enrichment Run",
+		{
+			"reference_doctype": "CRM Organization",
+			"reference_name": org.name,
+			"status": "Completed",
+		},
+	):
+		return True
+	return any(org.get(fieldname) for fieldname in _ORG_ENRICHED_FIELDS)
+
+
+def _result_from_organization(org) -> EnrichmentResult:
+	"""Wrap an Organization's stored enriched fields in an EnrichmentResult so the
+	shared mapper can copy them onto the target via the same Field Mapping records."""
+	result = EnrichmentResult(website=org.get("website") or "")
+	result.company_name = Field(value=org.get("organization_name") or "")
+	result.description = Field(value=org.get("company_description") or "")
+	result.logo = Field(value=org.get("organization_logo") or "")
+	result.industry = Field(value=org.get("industry") or "")
+
+	for network in ("linkedin", "twitter", "facebook"):
+		value = org.get(network)
+		if value:
+			result.social_profiles[network] = SocialProfile(value=value)
+
+	return result
+
+
+def copy_enrichment_from_organization(target_doc) -> list[str]:
+	"""Copy enriched fields from the linked CRM Organization onto ``target_doc``.
+
+	``target_doc`` is a CRM Lead or CRM Deal that has just linked an Organization
+	(Lead: ``organization`` is free-text resolved to an org name; Deal: ``organization``
+	is a Link to CRM Organization). If that Organization is actually enriched, its
+	stored enriched fields are copied onto the *empty* fields of ``target_doc`` using
+	the shared mapper with fill-empty semantics, so user-entered data is never touched.
+
+	Best-effort: never raises, never blocks the Lead/Deal save. Returns the list of
+	filled field labels (empty when nothing was copied).
+	"""
+	try:
+		org_name = target_doc.get("organization")
+		if not org_name or not frappe.db.exists("CRM Organization", org_name):
+			return []
+
+		org = frappe.get_cached_doc("CRM Organization", org_name)
+		if not _is_org_enriched(org):
+			return []
+
+		cfg = get_config()
+		result = _result_from_organization(org)
+		# Fill-empty only: force fill-empty semantics for every mapping (even ones
+		# configured "Always refresh") so the link-time copy never
+		# overwrites or clears user-entered data. apply_to_document mutates target_doc
+		# in place and does NOT save (the caller's save persists it).
+		return mapper.apply_to_document(target_doc, result, cfg, fill_empty_only=True)
+	except Exception:
+		frappe.log_error(
+			title="Domain Enrichment: Org -> Lead/Deal copy failed",
+			message=f"{target_doc.doctype} {target_doc.name}: {frappe.get_traceback()}",
+		)
+		return []