diff --git a/erpnext/crm/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js index 248d77e3ef4..74251e21b3c 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.js +++ b/erpnext/crm/doctype/opportunity/opportunity.js @@ -284,6 +284,9 @@ erpnext.crm.Opportunity = class Opportunity extends frappe.ui.form.Controller { this.frm.set_value("currency", frappe.defaults.get_user_default("Currency")); } + if (this.frm.is_new() && this.frm.doc.opportunity_type === undefined) { + this.frm.doc.opportunity_type = __("Sales"); + } this.setup_queries(); } diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index bfa072f215e..cf8f36e04c7 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -157,7 +157,6 @@ "no_copy": 1 }, { - "default": "Sales", "fieldname": "opportunity_type", "fieldtype": "Link", "in_list_view": 1, @@ -657,7 +656,7 @@ "icon": "fa fa-info-sign", "idx": 195, "links": [], - "modified": "2025-06-26 11:16:13.665866", + "modified": "2025-08-11 13:35:39.476016", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity", diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index 538adf3251c..e96d57c8bb2 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -128,6 +128,7 @@ class Opportunity(TransactionBase, CRMNote): link_communications(self.opportunity_from, self.party_name, self) def validate(self): + self.set_opportunity_type() self.make_new_lead_if_required() self.validate_item_details() self.validate_uom_is_integer("uom", "qty") @@ -152,6 +153,10 @@ class Opportunity(TransactionBase, CRMNote): except Exception: continue + def set_opportunity_type(self): + if self.is_new() and not self.opportunity_type: + self.opportunity_type = _("Sales") + def set_exchange_rate(self): company_currency = frappe.get_cached_value("Company", self.company, "default_currency") if self.currency == company_currency: