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

crm/public/js/erpnext_quotation_prefill.js

@@ -0,0 +1,40 @@
+frappe.ui.form.on('Quotation', {
+	refresh(frm) {
+		const field = frm.get_field('crm_deal')
+		if (!field) return
+		// Render as a link only works for read only display an editable data
+		field.df.read_only = 1
+		field.df.formatter = (value) =>
+			value
+				? `<a href="${window.location.origin}/crm/deals/${encodeURIComponent(value)}" target="_blank" rel="noopener">${frappe.utils.escape_html(value)}</a>`
+				: value
+		field.refresh()
+	},
+	onload(frm) {
+		const crm_deal = frm.doc.crm_deal || frappe.route_options?.crm_deal
+		if (!crm_deal) return
+		if ((frm.doc.items || []).some((i) => i.item_code)) return
+
+		frappe.call({
+			method: 'crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.prefill_quotation_items',
+			args: { crm_deal },
+			callback: async (r) => {
+				if (!r.message || !r.message.length) return
+				if (!frm.doc.price_list_currency && frm.doc.currency) {
+					await frm.set_value('price_list_currency', frm.doc.currency)
+				}
+				frm.clear_table('items')
+				for (const item of r.message) {
+					const row = frm.add_child('items')
+					await frappe.model.set_value(row.doctype, row.name, 'item_code', item.item_code)
+					await frappe.model.set_value(row.doctype, row.name, 'qty', item.qty)
+					// price_list_rate must be set before discount_percentage: ERPNext
+					// resets the discount to 0 when price_list_rate is falsy.
+					await frappe.model.set_value(row.doctype, row.name, 'price_list_rate', item.price_list_rate)
+					await frappe.model.set_value(row.doctype, row.name, 'discount_percentage', item.discount_percentage)
+				}
+				frm.refresh_field('items')
+			},
+		})
+	},
+})