fix: auto set customer setting

helpdesk/helpdesk/doctype/hd_settings/hd_settings.json

@@ -1,5 +1,6 @@
 {
  "actions": [],
+ "allow_bulk_edit": 1,
  "creation": "2017-02-17 13:07:35.686409",
  "doctype": "DocType",
  "editable_grid": 1,
@@ -39,6 +40,8 @@
   "enable_outside_hours_banner",
   "outside_working_hours_message",
   "column_break_fzef",
+  "ticket_routing_section",
+  "auto_set_customer_from_contact",
   "status_section",
   "default_ticket_status",
   "column_break_yfbu",
@@ -504,12 +507,24 @@
    "fieldname": "enable_outside_hours_banner",
    "fieldtype": "Check",
    "label": "Apply outside working hours"
+  },
+  {
+   "fieldname": "ticket_routing_section",
+   "fieldtype": "Section Break",
+   "label": "Ticket Routing"
+  },
+  {
+   "default": "1",
+   "description": "Automatically set the customer on a ticket based on the contact's linked customer(s)",
+   "fieldname": "auto_set_customer_from_contact",
+   "fieldtype": "Check",
+   "label": "Auto-set customer from contact"
   }
  ],
  "grid_page_length": 50,
  "issingle": 1,
  "links": [],
- "modified": "2026-01-23 18:30:40.906948",
+ "modified": "2026-06-29 18:07:35.389430",
  "modified_by": "Administrator",
  "module": "Helpdesk",
  "name": "HD Settings",

helpdesk/helpdesk/doctype/hd_ticket/hd_ticket.py

@@ -267,6 +267,11 @@ class HDTicket(Document):
                     self.contact = contact
 
     def set_customer(self):
+        if not frappe.db.get_single_value(
+            "HD Settings", "auto_set_customer_from_contact"
+        ):
+            return
+
         # For existing tickets, only validate if customer value has changed
         if not self.is_new() and not self.has_value_changed("customer"):
             return

helpdesk/helpdesk/doctype/hd_ticket_template/api.py

@@ -23,8 +23,11 @@ def get_one(name: str):
     fields = get_fields_meta(name)
     customers = get_customers()
 
+    auto_set_customer_from_contact = frappe.db.get_single_value(
+        "HD Settings", "auto_set_customer_from_contact"
+    )
     has_customer_field = any(f.fieldname == "customer" for f in fields)
-    if len(customers) > 1 and not has_customer_field:
+    if auto_set_customer_from_contact and len(customers) > 1 and not has_customer_field:
         fields.append(
             frappe._dict(
                 fieldname="customer",

helpdesk/patches.txt

@@ -45,3 +45,4 @@ helpdesk.patches.add_customer_and_customer_manager_role
 helpdesk.patches.move_contact_dynamic_link_to_hd_customer
 helpdesk.patches.set_default_customer_type
 helpdesk.patches.add_user_invitation_perms
+helpdesk.patches.enable_auto_set_customer_from_contact

helpdesk/patches/enable_auto_set_customer_from_contact.py

@@ -0,0 +1,9 @@
+import frappe
+
+
+def execute():
+    frappe.db.set_single_value(
+        "HD Settings",
+        "auto_set_customer_from_contact",
+        1,
+    )