Add Party Master defaults for cost center, project, PAA

uph/party/controllers/party.py

@@ -682,6 +682,36 @@ def get_party_master_details_with_parties(party_master, party_type=None):
     return {"party_master": pm_doc, "parties": parties}
 
 
+@frappe.whitelist()
+def get_party_master_defaults(party_type=None, party=None, party_master=None):
+    """Return Party Master defaults mapped to transactional fields."""
+    if not party_master and party_type and party:
+        party_master = frappe.db.get_value(party_type, party, "party_master")
+
+    if not party_master or not frappe.db.exists("Party Master", party_master):
+        return {}
+
+    defaults = frappe.db.get_value(
+        "Party Master",
+        party_master,
+        ["default_cost_center", "default_project", "default_party_analytic_accounting"],
+        as_dict=1,
+    )
+
+    if not defaults:
+        return {}
+
+    out = {}
+    if defaults.get("default_cost_center"):
+        out["cost_center"] = defaults["default_cost_center"]
+    if defaults.get("default_project"):
+        out["project"] = defaults["default_project"]
+    if defaults.get("default_party_analytic_accounting"):
+        out["party_analytic_accounting"] = defaults["default_party_analytic_accounting"]
+
+    return out
+
+
 @frappe.whitelist()
 def allow_duplicate_submission(doctype, docname):
     settings = frappe.get_cached_doc("Party Master Settings")
@@ -868,6 +898,9 @@ def _pm_default_contact(doctype, name):
         "territory": "territory",
         "default_currency": "currency",
         "tax_category": "tax_category",
+        "default_cost_center": "cost_center",
+        "default_project": "project",
+        "default_party_analytic_accounting": "party_analytic_accounting",
     }
 
     if party_type == "Customer":

uph/party/doctype/party_master/party_master.js

@@ -106,6 +106,24 @@ frappe.ui.form.on("Party Master", {
 			filters: { party_master: frm.doc.name },
 		}));
 
+		frm.set_query("default_cost_center", () => {
+			const filters = { is_group: 0 };
+			if (frm.doc.represents_company) {
+				filters.company = frm.doc.represents_company;
+			}
+			return { filters };
+		});
+
+		frm.set_query("default_project", () => ({
+			query: "erpnext.controllers.queries.get_project_name",
+			filters: frm.doc.represents_company ? { company: frm.doc.represents_company } : {},
+		}));
+
+		frm.set_query("default_party_analytic_accounting", () => ({
+			query: "uph.party.controllers.queries.get_party_analytic_accounting_filtered",
+			filters: { party_master: frm.doc.name },
+		}));
+
 		frm.toggle_display("roles", frm.doc.has_secondary_role_party === 1);
 		render_relationships(frm);
 	},

uph/party/doctype/party_master/party_master.json

@@ -74,6 +74,8 @@
   "default_currency",
   "default_price_list",
   "payment_terms",
+  "default_cost_center",
+  "default_project",
   "section_break_internal_accounting",
   "is_internal_party",
   "represents_company",
@@ -96,6 +98,7 @@
   "market_segment",
   "section_break_analytics",
   "enforce_party_analaytic_accounting_selection",
+  "default_party_analytic_accounting",
   "dashboard_tab",
   "portal_users",
   "section_break_system_logs",
@@ -554,6 +557,18 @@
    "label": "Default Payment Terms Template",
    "options": "Payment Terms Template"
   },
+  {
+   "fieldname": "default_cost_center",
+   "fieldtype": "Link",
+   "label": "Default Cost Center",
+   "options": "Cost Center"
+  },
+  {
+   "fieldname": "default_project",
+   "fieldtype": "Link",
+   "label": "Default Project",
+   "options": "Project"
+  },
   {
    "fieldname": "section_break_internal_accounting",
    "fieldtype": "Section Break",
@@ -693,6 +708,12 @@
    "fieldtype": "Check",
    "label": "Enforce Party Analaytic Accounting Selection"
   },
+  {
+   "fieldname": "default_party_analytic_accounting",
+   "fieldtype": "Link",
+   "label": "Default Party Analytic Accounting",
+   "options": "Party Analytic Accounting"
+  },
   {
    "fieldname": "portal_users_tab",
    "fieldtype": "Tab Break",

uph/public/js/utils/party.js

@@ -372,16 +372,66 @@ uph.party = {
 
 	// Child table handler for party field change
 	on_party_field_change_in_child: function (frm, row) {
-		if (row.party_master && row.party_master !== "") return;
 		const party_type = row.party_type;
 		const party = row.party;
 		if (!party_type || !party) return;
-		frappe.db.get_value(party_type, party, "party_master", (r) => {
-			if (r?.party_master) {
-				frappe.model.set_value(row.doctype, row.name, "party_master", r.party_master);
-				const fieldname = frm.pm_on_child_fieldname;
-				if (fieldname) frm.refresh_field(fieldname);
-			}
+		if (!row.party_master) {
+			frappe.db.get_value(party_type, party, "party_master", (r) => {
+				if (r?.party_master) {
+					frappe.model.set_value(row.doctype, row.name, "party_master", r.party_master);
+					const fieldname = frm.pm_on_child_fieldname;
+					if (fieldname) frm.refresh_field(fieldname);
+				}
+			});
+		}
+
+		this.apply_party_master_defaults_to_child(frm, row);
+	},
+
+	apply_party_master_defaults_to_child: function (frm, row) {
+		if (!row || !row.party_type || !row.party) return;
+
+		const cdt = row.doctype;
+		const cdn = row.name;
+
+		const can_set_cost_center = frappe.meta.has_field(cdt, "cost_center");
+		const can_set_project = frappe.meta.has_field(cdt, "project");
+		const can_set_party_analytic_accounting = frappe.meta.has_field(
+			cdt,
+			"party_analytic_accounting",
+		);
+
+		if (!can_set_cost_center && !can_set_project && !can_set_party_analytic_accounting) return;
+
+		frappe.call({
+			method: "uph.party.controllers.party.get_party_master_defaults",
+			args: {
+				party_type: row.party_type,
+				party: row.party,
+				party_master: row.party_master,
+			},
+			callback: function (r) {
+				if (!r.message) return;
+				const current = locals[cdt]?.[cdn] || row;
+				if (can_set_cost_center && r.message.cost_center && !current.cost_center) {
+					frappe.model.set_value(cdt, cdn, "cost_center", r.message.cost_center);
+				}
+				if (can_set_project && r.message.project && !current.project) {
+					frappe.model.set_value(cdt, cdn, "project", r.message.project);
+				}
+				if (
+					can_set_party_analytic_accounting &&
+					r.message.party_analytic_accounting &&
+					!current.party_analytic_accounting
+				) {
+					frappe.model.set_value(
+						cdt,
+						cdn,
+						"party_analytic_accounting",
+						r.message.party_analytic_accounting,
+					);
+				}
+			},
 		});
 	},