Create Quote using Opportunity Lightning Action

CreateQuote.cmp

<aura:component controller="CreateQuoteController" implements="force:hasRecordId,force:hasSObjectName,flexipage:availableForRecordHome,force:lightningQuickActionWithoutHeader" access="global" >
    
    <aura:attribute name="recordId" type="String" />
    <aura:attribute name="defaults" type="Object" />
    <aura:attribute name="editSection" type="List" />
    <aura:attribute name="readSection" type="List" />
    
    <aura:handler name="init" value="{!this}" action="{!c.doInit}" />
    
    <lightning:notificationsLibrary aura:id="notificationsLibrary" />
    <lightning:spinner aura:id="quote_spinner" variant="brand" size="medium" />
    
    <lightning:card iconName="standard:quotes" title="Create Quote">
        <lightning:recordEditForm
            aura:id="quoteRecordForm"
            onsubmit="{!c.handleOnSubmit}" 
            onsuccess="{!c.handleOnSuccess}"
            onerror="{!c.handleOnError}"
            objectApiName="Quote"
            class="slds-card__body_inner">
            
            <lightning:messages aura:id="messages" />
            
            <!-- editable fields section -->
            <div class="slds-section slds-is-open">
                <h3 class="slds-section__title slds-theme_shade slds-m-top_small">
                    <span class="slds-truncate slds-p-horizontal_small">Quote Information</span>
                </h3>
                <div class="slds-section__content">
                    <aura:iteration items="{!v.editSection}" var="editField">
                        <c:DynamicInputField fieldName="{!editField.fieldName}" data="{!v.defaults}" isDisabled="false" isRequired="{!editField.required}" />
                    </aura:iteration>
                </div>
            </div>
            
            <!-- read-only fields section -->
            <div class="slds-section slds-is-open">
                <h3 class="slds-section__title slds-theme_shade slds-m-top_small">
                    <span class="slds-truncate slds-p-horizontal_small">Additional Information</span>
                </h3>
                <div class="slds-section__content">
                    <aura:iteration items="{!v.readSection}" var="readField">
                        <c:DynamicInputField fieldName="{!readField.fieldName}" data="{!v.defaults}" isDisabled="true" />
                    </aura:iteration>
                </div>
            </div>
            
            <div class="slds-m-top_medium">
              	<lightning:button variant="brand" label="Create" type="submit" />
            </div>
        </lightning:recordEditForm>
    </lightning:card>
</aura:component>

CreateQuoteController.apxc

public with sharing class CreateQuoteController {

    @AuraEnabled
    public static Map<String, Object> getQuoteDefaultValue(String oppId){
        
        Opportunity opp = [
            select Id, Name, AccountId  
            from Opportunity 
            where Id = :oppId
        ];

        Map<String, Object> defaultValues = new Map<String, Object>();
        defaultValues.put('OpportunityId', (Id) oppId);
        defaultValues.put('Name', opp.Name);

        Set<Id> oppIds = new Set<Id>();
        oppIds.add((Id) oppId);
        Map<Id, List<OpportunityContactRole>> oppContactRolesMap = getOpportunityContactRoles(oppIds);
        List<OpportunityContactRole> oppContactRoles = oppContactRolesMap.get((Id) oppId);
        if(oppContactRoles != null && oppContactRoles.size() > 0) {
            defaultValues.put('ContactId', oppContactRoles.get(0).ContactId);
        }
        Map<String, Object> data = new Map<String, Object>();
        data.put('defaults', defaultValues);
        
        // get edit and read sections
        List<DescribeHelper.SObjectFieldWrapper> editFields = DescribeHelper.getSortedFieldSetFields('Quote', 'Create_Quote_Edit');
        List<DescribeHelper.SObjectFieldWrapper> readFields = DescribeHelper.getSortedFieldSetFields('Quote', 'Create_Quote_Read');
        data.put('editFields', editFields);
        data.put('readFields', readFields);
        
        return data;
    }
    
    private static Map<Id, List<OpportunityContactRole>> getOpportunityContactRoles(Set<Id> oppIds) {
        Map<Id, List<OpportunityContactRole>> oppContactRolesMap = new Map<Id, List<OpportunityContactRole>>();
        List<OpportunityContactRole> contactRoles = [
            select Id, ContactId, OpportunityId 
            from OpportunityContactRole 
            where OpportunityId IN :oppIds
        ];
        // map opportunity contact roles to opportunity
        for(OpportunityContactRole ocr : contactRoles) {
            if(!oppContactRolesMap.containsKey(ocr.OpportunityId)) {
              	oppContactRolesMap.put(ocr.OpportunityId, new List<OpportunityContactRole>());
			}
            oppContactRolesMap.get(ocr.OpportunityId).add(ocr);
        }
        return oppContactRolesMap;
    }
}

CreateQuoteController.js

({
    doInit: function(component, event, helper) {
        var recordId = component.get('v.recordId');
        var action = component.get('c.getQuoteDefaultValue');
        action.setParams({
            'oppId': recordId
        });
        helper.showSpinner(component);
        action.setCallback(this, function(response){
            var state = response.getState();
            helper.hideSpinner(component);
            if(state === 'SUCCESS'){
                var data = response.getReturnValue();
                component.set('v.defaults', data.defaults);
                component.set('v.editSection', data.editFields);
                component.set('v.readSection', data.readFields);
            } else if(state === 'ERROR'){
                var errors = response.getError();
                if(errors){
                    if(errors[0] && errors[0].message){
                        console.log("Error: " + errors[0].message);
                    } else if (errors.message) {
                        console.log("Error: " + errors.message);
                    }
                } else {
                    console.log("Something went wrong.");
                }
            }
        });
        $A.enqueueAction(action);
    },
    handleOnSubmit: function(component, event, helper) {
        helper.showSpinner(component);
        // you can set some default fields here as well
        // let's you have some fields which you don't want to 
        // show on the form but still want to set default values
    },
    handleOnSuccess: function(component, event, helper) {
        helper.hideSpinner(component);
        var record = event.getParam("response");
        component.find("notificationsLibrary").showToast({
            "title": "Success",
            "variant": "success",
            "message": "Quote {0} created.",
            "messageData": [
                {
                    url: '/' + record.id,
                    label: record.fields.Name.value
                }
            ]
        });
        var navEvent = $A.get("e.force:navigateToSObject");
        navEvent.setParams({
            "recordId": record.id,
            "slideDevName": "related"
        });
        navEvent.fire();
    },
    handleOnError: function(component, event, helper) {
        helper.hideSpinner(component);
        var err = event.getParam('error');
        component.find("notificationsLibrary").showToast({
            "title": "Error",
            "variant": "error",
            "message": err.body ? err.body.message : (err.data ? err.data.message : 'Something went wrong.')
        });
    }
})

CreateQuoteHelper.js

({
    showSpinner: function(component){
        var spinner = component.find('quote_spinner');
        $A.util.removeClass(spinner, 'slds-hide');
    },
    hideSpinner: function(component){
        var spinner = component.find('quote_spinner');
        $A.util.addClass(spinner, 'slds-hide');
    }
})

DescribeHelper.apxc

public with sharing class DescribeHelper {

    /**
     * This method returns all the fields for FieldSet on an Object sorted by Field Label.
     */
    public static List<SObjectFieldWrapper> getSortedFieldSetFields(String sObjectName, String fieldSetName) {
        List<SObjectFieldWrapper> objFields = new List<SObjectFieldWrapper>();
        //describe the provided sObject
        Schema.DescribeSObjectResult res = Schema.getGlobalDescribe().get(sObjectName).getDescribe();
        Map<String, Schema.FieldSet> fieldSetMap = res.fieldSets.getMap();
        Schema.FieldSet fs = fieldSetMap.get(fieldSetName);
        for(Schema.FieldSetMember fsm : fs.getFields()) {
            SObjectFieldWrapper sfw = new SObjectFieldWrapper();
            sfw.fieldName = fsm.getFieldPath();
            sfw.fieldType = fsm.getType().name();
            sfw.fieldLabel = fsm.getLabel();
            sfw.required = fsm.getRequired() || fsm.getDbRequired();
            objFields.add(sfw);
        }
        objFields.sort();
        return objFields;
    }

    public class SObjectFieldWrapper implements Comparable {
        @AuraEnabled
        public String fieldName {get; public set;}
        @AuraEnabled
        public String fieldLabel {get; public set;}
        @AuraEnabled
        public String fieldType {get; public set;}
        @AuraEnabled
        public Boolean required {get; public set;}
        
        public Integer compareTo(Object withObj) {
            SObjectFieldWrapper compareTo = (SObjectFieldWrapper) withObj;
            return fieldLabel.compareTo(compareTo.fieldLabel);
        }
    }
}

DynamicInputField.cmp

<aura:component access="global">
	
    <aura:attribute name="fieldName" type="String" access="global" />
    <aura:attribute name="isRequired" type="Boolean" access="global" />
    <aura:attribute name="data" type="List" access="global" />
    <aura:attribute name="isDisabled" type="Boolean" access="global" />
    
    <aura:handler name="render" value="{!this}" action="{!c.onRender}"/>
    
    <div class="slds-grid slds-gutters_x-small">
        <div class="slds-col slds-size_1-of-1 slds-p-top_x-small">
            <lightning:inputField aura:id="myInputField" fieldName="{!v.fieldName}" disabled="{!v.isDisabled}" required="{!v.isRequired}" />
        </div>
    </div>
    
</aura:component>

DynamicInputFieldController.js

({
    onRender: function(component, event, helper) {
        var defaults = component.get('v.data');
        var fieldName = component.get('v.fieldName');
        var inputField = component.find('myInputField');
        if(defaults && fieldName && inputField) {
            inputField.set('v.value', defaults[fieldName]);
        }
    },
})