Customization in New customer - QUICK ENTRY FORM

Frappe Framework Customization
13

It is possible and relatively not hard to customize quick entry form.

  1. Add custom js to app using hook.py 
app_include_js = [
	'assets/appname/js/customer_quick_entry.js',
]

doc_events = {
    'Customer': {
        'on_update': 'appname.appname.customer_quick_entry.custom_customer_info'
    }
}
  1. Add custom js to appname/appname/public/js/customer_quick_entry.js to override quick entry function. Field with same name will get copied to customer data
frappe.provide('frappe.ui.form');

frappe.ui.form.CustomerQuickEntryForm = frappe.ui.form.QuickEntryForm.extend({
	// copied from `erpnext/erpnext/public/js/utils/customer_quick_entry.js`
	init: function(doctype, after_insert) {
		this.skip_redirect_on_error = true;
		this._super(doctype, after_insert);
	},

	render_dialog: function() {
		this.mandatory = this.get_field();
		this._super();
	},

	get_field: function() {
		const variantFields = [
			{
				label: __('Full Name'),
				fieldname: 'customer_name',
				fieldtype: 'Data',
			},
			{
				fieldtype: 'Section Break',
			},
			{
				label: __('Email Id'),
				fieldname: 'email',
				fieldtype: 'Data',
				options: 'Email',
			},
			{
				label: __('Gender'),
				fieldname: 'gender',
				fieldtype: 'Link',
				options: 'Gender',
			},
			{
				fieldtype: 'Column Break',
			},
			{
				label: __('Mobile Number'),
				fieldname: 'mobile',
				fieldtype: 'Data',
			},
			{
				label: __('Birthdate'),
				fieldname: 'birthdate',
				fieldtype: 'Date',
			},
			{
				fieldtype: 'Section Break',
				label: __('Tax Details'),
			},
			{
				label: __('Tax ID'),
				fieldname: 'tax_id',
				fieldtype: 'Data',
			},
			{
				label: __('Address Line 1'),
				fieldname: 'address_line1',
				fieldtype: 'Data',
			},
			{
				label: __('Address Line 2'),
				fieldname: 'address_line2',
				fieldtype: 'Data',
			},
			{
				label: __('ZIP Code'),
				fieldname: 'pincode',
				fieldtype: 'Data',
			},
			{
				fieldtype: 'Column Break',
			},
			{
				label: __('Branch'),
				fieldname: 'branch',
				fieldtype: 'Data',
			},
			{
				label: __('City'),
				fieldname: 'city',
				fieldtype: 'Data',
			},
			{
				label: __('State'),
				fieldname: 'state',
				fieldtype: 'Data',
			},
			{
				label: __('Country'),
				fieldname: 'country',
				fieldtype: 'Link',
				options: 'Country',
				default: 'Thailand',
			},
			{
				label: __('Customer POS Id'),
				fieldname: 'customer_pos_id',
				fieldtype: 'Data',
				hidden: 1,
			},
		];

		return variantFields;
	},
});
  1. Write address data
import frappe

from frappe.utils import cstr
from frappe import _


def custom_customer_info(doc, method):
    # this function will get call `on_update` as we define in hook.py
    add_address_info(doc)


def add_address_info(doc):
    if doc.flags.is_new_doc and doc.get('address_line1'):
        # this name construct should work
        # because we just create this customer
        # Billing is default type
        # there shouldn't be any more address of this customer
        address_name = (
            cstr(doc.name).strip() + '-' + cstr(_('Billing')).strip()
        )
        address_doc = frappe.get_doc('Address', address_name)
        # adding custom data to address
        address_doc.branch = doc.get('branch')
        address_doc.save()
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