chore: fix customer auto-select, add placeholder, clear on new forms

AGENTS.md

@@ -1,6 +1,6 @@
 # Service Factory — ERPNext Custom App Project
 
-> **Current Version: V0.1.0022** — Each completed prompt/step increments the patch number by 1 (V0.1.0000 → V0.1.0001 → V0.1.0002…). The agent automatically commits and pushes after every step.
+> **Current Version: V0.1.0023** — Each completed prompt/step increments the patch number by 1 (V0.1.0000 → V0.1.0001 → V0.1.0002…). The agent automatically commits and pushes after every step.
 
 ## Project Overview
 

service_factory/service_factory/doctype/engagement_card/engagement_card.js

@@ -3,10 +3,27 @@
 
 frappe.ui.form.on("Engagement Card", {
 	onload: function (frm) {
+		// Ensure customer starts empty on new forms
+		if (frm.is_new()) {
+			frm.set_value("customer", null);
+		}
 		load_select_options(frm);
 		toggle_creation_fields(frm);
+
+		// Filter opportunities by customer
+		frm.set_query("opportunity", function () {
+			let filters = {};
+			if (frm.doc.customer) {
+				filters.customer = frm.doc.customer;
+			}
+			return { filters: filters };
+		});
 	},
 	refresh: function (frm) {
+		// Re-clear customer if awesomplete auto-selected on render
+		if (frm.is_new() && frm.doc.customer) {
+			frm.set_value("customer", null);
+		}
 		load_select_options(frm);
 		toggle_creation_fields(frm);
 
@@ -29,15 +46,30 @@ frappe.ui.form.on("Engagement Card", {
 			});
 		}
 
-		// Log Activity quick action
+		// Log Activity quick action (only for saved cards)
 		if (!frm.is_new()) {
 			frm.add_custom_button(__("Log Activity"), function () {
 				let d = new frappe.ui.Dialog({
 					title: __("Log Activity"),
 					fields: [
-						{ label: "Activity Type", fieldname: "activity_type", fieldtype: "Select", options: ["Comment", "Milestone", "Note"], reqd: 1 },
-						{ label: "Content", fieldname: "content", fieldtype: "Text Editor", reqd: 1 },
-						{ label: "Mark as Milestone", fieldname: "is_milestone", fieldtype: "Check" },
+						{
+							label: "Activity Type",
+							fieldname: "activity_type",
+							fieldtype: "Select",
+							options: ["Comment", "Milestone", "Note"],
+							reqd: 1,
+						},
+						{
+							label: "Content",
+							fieldname: "content",
+							fieldtype: "Text Editor",
+							reqd: 1,
+						},
+						{
+							label: "Mark as Milestone",
+							fieldname: "is_milestone",
+							fieldtype: "Check",
+						},
 					],
 					primary_action: function () {
 						let data = d.get_values();
@@ -55,20 +87,35 @@ frappe.ui.form.on("Engagement Card", {
 			});
 		}
 	},
+	// Re-filter opportunities when customer changes
+	customer: function (frm) {
+		frm.set_query("opportunity", function () {
+			let filters = {};
+			if (frm.doc.customer) {
+				filters.customer = frm.doc.customer;
+			}
+			return { filters: filters };
+		});
+	},
 });
 
 function load_select_options(frm) {
 	frappe.call({
 		method: "frappe.client.get",
-		args: { doctype: "Service Factory Settings", name: "Service Factory Settings" },
+		args: {
+			doctype: "Service Factory Settings",
+			name: "Service Factory Settings",
+		},
 		callback: function (r) {
 			if (!r.message) return;
 			let doc = r.message;
+
 			if (doc.task_types && doc.task_types.length) {
 				let opts = "\n" + doc.task_types.map((t) => t.task_type_name).join("\n");
 				frm.set_df_property("task", "options", opts);
 				frm.refresh_field("task");
 			}
+
 			if (doc.teams && doc.teams.length) {
 				let opts = "\n" + doc.teams.map((t) => t.team_name).join("\n");
 				frm.set_df_property("team", "options", opts);
@@ -94,6 +141,10 @@ function toggle_creation_fields(frm) {
 
 // Time log rollup
 frappe.ui.form.on("Engagement Card Time Log", {
-	hours: function (frm) { frm.trigger("update_total_hours"); },
-	time_log_remove: function (frm) { frm.trigger("update_total_hours"); },
+	hours: function (frm) {
+		frm.trigger("update_total_hours");
+	},
+	time_log_remove: function (frm) {
+		frm.trigger("update_total_hours");
+	},
 });

service_factory/service_factory/service_factory/doctype/engagement_card/engagement_card.json

@@ -95,13 +95,15 @@
     "in_list_view": 1,
     "in_standard_filter": 1,
     "label": "Customer",
-   "options": "Customer"
+    "options": "Customer",
+    "placeholder": "Search and select a Customer"
    },
    {
     "fieldname": "opportunity",
     "fieldtype": "Link",
     "label": "Opportunity",
-   "options": "Opportunity"
+    "options": "Opportunity",
+    "reqd": 1
    },
   {
    "fieldname": "section_break_team",