populate default pipeline

application/Espo/Core/Record/Defaults/DefaultPopulator.php

@@ -47,6 +47,10 @@ use Espo\Modules\Crm\Entities\Contact;
 use Espo\ORM\Defs\Params\FieldParam;
 use Espo\ORM\Entity;
 use Espo\ORM\EntityManager;
+use Espo\Tools\Pipeline\Data\PipelineData;
+use Espo\Tools\Pipeline\MetadataProvider as PipelineMetadata;
+use Espo\Tools\Pipeline\UserPipelineDataProvider;
+use LogicException;
 use RuntimeException;
 
 /**
@@ -61,6 +65,8 @@ class DefaultPopulator implements Populator
         private EntityManager $entityManager,
         private CurrencyConfigDataProvider $currencyConfig,
         private Metadata $metadata,
+        private PipelineMetadata $pipelineMetadata,
+        private UserPipelineDataProvider $userPipelineDataProvider,
     ) {}
 
     public function populate(Entity $entity): void
@@ -69,6 +75,7 @@ class DefaultPopulator implements Populator
         $this->processDefaultTeam($entity);
         $this->processCurrency($entity);
         $this->processPortal($entity);
+        $this->processPipeline($entity);
     }
 
     /**
@@ -275,4 +282,74 @@ class DefaultPopulator implements Populator
             $entity->setValueObject($link, $linkMultiple);
         }
     }
+
+    private function processPipeline(Entity $entity): void
+    {
+        $entityType = $entity->getEntityType();
+
+        if (!$this->pipelineMetadata->isEnabled($entityType)) {
+            return;
+        }
+
+        $pipelineIdAttr = Field::PIPELINE . 'Id';
+        $stageIdAttr = Field::PIPELINE_STAGE . 'Id';
+
+        if (
+            $entity->get($pipelineIdAttr) &&
+            $entity->get($stageIdAttr)
+        ) {
+            return;
+        }
+
+        if (!$entity->get($pipelineIdAttr)) {
+            $pipeline = $this->userPipelineDataProvider->getForEntityType($entityType)[0] ?? null;
+
+            if (!$pipeline) {
+                return;
+            }
+
+            $entity->setMultiple([
+                $pipelineIdAttr => $pipeline->id,
+                Field::PIPELINE . 'Name' => $pipeline->name,
+            ]);
+        }
+
+        $id = $entity->get($pipelineIdAttr);
+
+        if (!$id) {
+            throw new LogicException();
+        }
+
+        if ($entity->get($stageIdAttr)) {
+            return;
+        }
+
+        $pipeline = $this->getPipeline($entityType, $id);
+
+        if (!$pipeline) {
+            return;
+        }
+
+        $stage = $pipeline->stages[0] ?? null;
+
+        if (!$stage) {
+            return;
+        }
+
+        $entity->setMultiple([
+            $stageIdAttr => $stage->id,
+            Field::PIPELINE_STAGE . 'Name' => $stage->name,
+        ]);
+    }
+
+    private function getPipeline(string $entityType, mixed $id): ?PipelineData
+    {
+        foreach ($this->userPipelineDataProvider->getForEntityType($entityType) as $it) {
+            if ($id === $it->id) {
+                return $it;
+            }
+        }
+
+        return null;
+    }
 }

application/Espo/Tools/Pipeline/UserPipelineDataProvider.php

@@ -0,0 +1,61 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Tools\Pipeline;
+
+use Espo\Tools\Pipeline\Data\PipelineData;
+
+/**
+ * @since 9.4.0
+ */
+class UserPipelineDataProvider
+{
+    public function __construct(
+        private PipelineDataProvider $pipelineDataProvider,
+        private PipelineDataUserFilter $userFilter,
+    ) {}
+
+    /**
+     * @return PipelineData[]
+     */
+    public function getForEntityType(string $entityType): array
+    {
+        return $this->get()[$entityType] ?? [];
+    }
+
+    /**
+     * @return array<string, PipelineData[]>
+     */
+    private function get(): array
+    {
+        $pipelines = $this->pipelineDataProvider->get();
+
+        return $this->userFilter->filter($pipelines);
+    }
+}

tests/integration/Espo/Tools/Pipeline/PipelineTest.php

@@ -180,6 +180,17 @@ class PipelineTest extends BaseTestCase
 
         //
 
+        $opp = $oppService->create((object) [
+            Field::NAME => 'Opp 3',
+            Opportunity::FIELD_CLOSED_DATE => Date::fromString('2026-01-01')->toString(),
+            Opportunity::FIELD_AMOUNT => 1000,
+        ], CreateParams::create());
+
+        $this->assertEquals($pipeline1->getId(), $opp->get(Field::PIPELINE . 'Id'));
+        $this->assertEquals($pipeline1->getStages()[0]->getId(), $opp->get(Field::PIPELINE_STAGE . 'Id'));
+
+        //
+
         $pipelinesParam = $this->getInjectableFactory()->create(Pipelines::class);
 
         $pipelines = $pipelinesParam->get();