Merge pull request #920 from shariquerik/forecasting

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -11,11 +11,14 @@
   "naming_series",
   "organization",
   "next_step",
-  "probability",
   "column_break_ijan",
   "status",
-  "close_date",
   "deal_owner",
+  "section_break_jgpm",
+  "probability",
+  "deal_value",
+  "column_break_kpxa",
+  "close_date",
   "contacts_tab",
   "contacts",
   "contact",
@@ -91,7 +94,7 @@
   {
    "fieldname": "close_date",
    "fieldtype": "Date",
-   "label": "Close Date"
+   "label": "Expected Closure Date"
   },
   {
    "fieldname": "next_step",
@@ -374,12 +377,26 @@
    "label": "Net Total",
    "options": "currency",
    "read_only": 1
+  },
+  {
+   "fieldname": "section_break_jgpm",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "deal_value",
+   "fieldtype": "Currency",
+   "label": "Deal Value",
+   "options": "currency"
+  },
+  {
+   "fieldname": "column_break_kpxa",
+   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-05-12 12:30:55.415282",
+ "modified": "2025-06-11 12:58:22.439045",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -24,6 +24,7 @@ class CRMDeal(Document):
 			self.assign_agent(self.deal_owner)
 		if self.has_value_changed("status"):
 			add_status_change_log(self)
+		self.update_close_date()
 
 	def after_insert(self):
 		if self.deal_owner:
@@ -133,6 +134,13 @@ class CRMDeal(Document):
 		if sla:
 			sla.apply(self)
 
+	def update_close_date(self):
+		"""
+		Update the close date based on the "Won" status.
+		"""
+		if self.status == "Won" and not self.close_date:
+			self.close_date = frappe.utils.nowdate()
+
 	@staticmethod
 	def default_list_data():
 		columns = [

crm/fcrm/doctype/crm_deal_status/crm_deal_status.json

@@ -8,7 +8,8 @@
  "field_order": [
   "deal_status",
   "color",
-  "position"
+  "position",
+  "probability"
  ],
  "fields": [
   {
@@ -32,11 +33,17 @@
    "fieldtype": "Int",
    "in_list_view": 1,
    "label": "Position"
+  },
+  {
+   "fieldname": "probability",
+   "fieldtype": "Percent",
+   "label": "Probability"
   }
  ],
+ "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-01-19 21:56:44.552134",
+ "modified": "2025-06-11 13:00:34.518808",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal Status",
@@ -68,7 +75,8 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []
-}
+}

crm/fcrm/doctype/fcrm_settings/fcrm_settings.json

@@ -7,6 +7,7 @@
  "field_order": [
   "defaults_tab",
   "restore_defaults",
+  "enable_forecasting",
   "branding_tab",
   "brand_name",
   "brand_logo",
@@ -28,7 +29,7 @@
   {
    "fieldname": "defaults_tab",
    "fieldtype": "Tab Break",
-   "label": "Defaults"
+   "label": "Settings"
   },
   {
    "fieldname": "branding_tab",
@@ -56,12 +57,19 @@
    "fieldname": "favicon",
    "fieldtype": "Attach",
    "label": "Favicon"
+  },
+  {
+   "default": "0",
+   "description": "It will make deal's \"Expected Closure Date\" mandatory to get accurate forecasting insights",
+   "fieldname": "enable_forecasting",
+   "fieldtype": "Check",
+   "label": "Enable Forecasting"
   }
  ],
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-02-20 12:38:38.088477",
+ "modified": "2025-06-11 19:12:16.762499",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "FCRM Settings",
@@ -95,7 +103,8 @@
    "share": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

crm/fcrm/doctype/fcrm_settings/fcrm_settings.py

@@ -3,6 +3,7 @@
 
 import frappe
 from frappe import _
+from frappe.custom.doctype.property_setter.property_setter import delete_property_setter, make_property_setter
 from frappe.model.document import Document
 
 from crm.install import after_install
@@ -15,6 +16,7 @@ class FCRMSettings(Document):
 
 	def validate(self):
 		self.do_not_allow_to_delete_if_standard()
+		self.setup_forecasting()
 
 	def do_not_allow_to_delete_if_standard(self):
 		if not self.has_value_changed("dropdown_items"):
@@ -29,6 +31,23 @@ class FCRMSettings(Document):
 				return
 			frappe.throw(_("Cannot delete standard items {0}").format(", ".join(deleted_standard_items)))
 
+	def setup_forecasting(self):
+		if self.has_value_changed("enable_forecasting"):
+			if not self.enable_forecasting:
+				delete_property_setter(
+					"CRM Deal",
+					"reqd",
+					"close_date",
+				)
+			else:
+				make_property_setter(
+					"CRM Deal",
+					"close_date",
+					"reqd",
+					1 if self.enable_forecasting else 0,
+					"Check",
+				)
+
 
 def get_standard_dropdown_items():
 	return [item.get("name1") for item in frappe.get_hooks("standard_dropdown_items")]
@@ -57,3 +76,36 @@ def sync_table(key, hook):
 	crm_settings.set(key, items)
 
 	crm_settings.save()
+
+
+def create_forecasting_script():
+	if not frappe.db.exists("CRM Form Script", "Forecasting Script"):
+		script = get_forecasting_script()
+		frappe.get_doc(
+			{
+				"doctype": "CRM Form Script",
+				"name": "Forecasting Script",
+				"dt": "CRM Deal",
+				"view": "Form",
+				"script": script,
+				"enabled": 1,
+				"is_standard": 1,
+			}
+		).insert()
+
+
+def get_forecasting_script():
+	return """class CRMDeal {
+    async status() {
+        await this.doc.trigger('updateProbability')
+    }
+    async updateProbability() {
+        let status = await call("frappe.client.get_value", {
+            doctype: "CRM Deal Status",
+            fieldname: "probability",
+            filters: { name: this.doc.status },
+        })
+
+        this.doc.probability = status.probability
+    }
+}"""

crm/install.py

@@ -359,5 +359,8 @@ def add_standard_dropdown_items():
 
 
 def add_default_scripts():
+	from crm.fcrm.doctype.fcrm_settings.fcrm_settings import create_forecasting_script
+
 	for doctype in ["CRM Lead", "CRM Deal"]:
 		create_product_details_script(doctype)
+	create_forecasting_script()

crm/patches.txt

@@ -12,4 +12,4 @@ crm.patches.v1_0.create_default_sidebar_fields_layout
 crm.patches.v1_0.update_deal_quick_entry_layout
 crm.patches.v1_0.update_layouts_to_new_format
 crm.patches.v1_0.move_twilio_agent_to_telephony_agent
-crm.patches.v1_0.create_default_scripts
+crm.patches.v1_0.create_default_scripts # 13-06-2025

frontend/src/components/Controls/Grid.vue

@@ -509,8 +509,7 @@ const deleteRows = () => {
 }
 
 function fieldChange(value, field, row) {
-  row[field.fieldname] = value
+  triggerOnChange(field.fieldname, value, row)
-  triggerOnChange(field.fieldname, row)
 }
 
 function getDefaultValue(defaultValue, fieldtype) {

frontend/src/components/FieldLayout/Field.vue

@@ -332,12 +332,10 @@ const getPlaceholder = (field) => {
 }
 
 function fieldChange(value, df) {
-  data.value[df.fieldname] = value
-
   if (isGridRow) {
-    triggerOnChange(df.fieldname, data.value)
+    triggerOnChange(df.fieldname, value, data.value)
   } else {
-    triggerOnChange(df.fieldname)
+    triggerOnChange(df.fieldname, value)
   }
 }
 

frontend/src/components/Modals/DealModal.vue

@@ -94,7 +94,7 @@ const show = defineModel()
 const router = useRouter()
 const error = ref(null)
 
-const { document: deal } = useDocument('CRM Deal')
+const { document: deal, triggerOnChange } = useDocument('CRM Deal')
 
 const hasOrganizationSections = ref(true)
 const hasContactSections = ref(true)
@@ -164,7 +164,7 @@ const tabs = createResource({
 })
 
 const dealStatuses = computed(() => {
-  let statuses = statusOptions('deal')
+  let statuses = statusOptions('deal', null, [], triggerOnChange)
   if (!deal.doc.status) {
     deal.doc.status = statuses[0].value
   }

frontend/src/components/Modals/LeadModal.vue

@@ -70,10 +70,10 @@ const router = useRouter()
 const error = ref(null)
 const isLeadCreating = ref(false)
 
-const { document: lead } = useDocument('CRM Lead')
+const { document: lead, triggerOnChange } = useDocument('CRM Lead')
 
 const leadStatuses = computed(() => {
-  let statuses = statusOptions('lead')
+  let statuses = statusOptions('lead', null, [], triggerOnChange)
   if (!lead.doc.status) {
     lead.doc.status = statuses?.[0]?.value
   }

frontend/src/components/SidePanelLayout.vue

@@ -44,18 +44,21 @@
                   >
                     <Tooltip :text="__(field.label)" :hoverDelay="1">
                       <div
-                        class="w-[35%] min-w-20 shrink-0 truncate text-sm text-ink-gray-5"
+                        class="w-[35%] min-w-20 shrink-0 flex items-center gap-0.5"
                       >
-                        {{ __(field.label) }}
+                        <div class="truncate text-sm text-ink-gray-5">
-                        <span
+                          {{ __(field.label) }}
+                        </div>
+                        <div
                           v-if="
                             field.reqd ||
                             (field.mandatory_depends_on &&
                               field.mandatory_via_depends_on)
                           "
                           class="text-ink-red-2"
-                          >*</span
                         >
+                          *
+                        </div>
                       </div>
                     </Tooltip>
                     <div class="flex items-center justify-between w-[65%]">
@@ -489,9 +492,7 @@ function parsedField(field) {
 async function fieldChange(value, df) {
   if (props.preview) return
 
-  document.doc[df.fieldname] = value
+  await triggerOnChange(df.fieldname, value)
-
-  await triggerOnChange(df.fieldname)
 
   document.save.submit(null, {
     onSuccess: () => {

frontend/src/data/document.js

@@ -117,20 +117,26 @@ export function useDocument(doctype, docname) {
     await trigger(handler)
   }
 
-  async function triggerOnChange(fieldname, row) {
+  async function triggerOnChange(fieldname, value, row) {
+    const oldValue = documentsCache[doctype][docname || ''].doc[fieldname]
+    documentsCache[doctype][docname || ''].doc[fieldname] = value
+
     const handler = async function () {
+      this.value = value
+      this.oldValue = oldValue
       if (row) {
         this.currentRowIdx = row.idx
-        this.value = row[fieldname]
-        this.oldValue = getOldValue(fieldname, row)
-      } else {
-        this.value = documentsCache[doctype][docname || ''].doc[fieldname]
-        this.oldValue = getOldValue(fieldname)
       }
       await this[fieldname]?.()
     }
 
-    await trigger(handler, row)
+    try {
+      await trigger(handler, row)
+    } catch (error) {
+      documentsCache[doctype][docname || ''].doc[fieldname] = oldValue
+      console.error(handler)
+      throw error
+    }
   }
 
   async function triggerOnRowAdd(row) {

frontend/src/data/script.js

@@ -46,6 +46,11 @@ export function getScript(doctype, view = 'Form') {
     helpers.router = router
     helpers.call = call
 
+    helpers.throwError = (message) => {
+      toast.error(message || __('An error occurred'))
+      throw new Error(message || __('An error occurred'))
+    }
+
     helpers.crm = {
       makePhoneCall: makeCall,
     }

frontend/src/pages/Deal.vue

@@ -23,7 +23,14 @@
       />
       <Dropdown
         v-if="document.doc"
-        :options="statusOptions('deal', document, deal.data._customStatuses)"
+        :options="
+          statusOptions(
+            'deal',
+            document,
+            deal.data._customStatuses,
+            triggerOnChange,
+          )
+        "
       >
         <template #default="{ open }">
           <Button :label="document.doc.status">
@@ -726,7 +733,10 @@ function openEmailBox() {
   activities.value.emailBox.show = true
 }
 
-const { assignees, document } = useDocument('CRM Deal', props.dealId)
+const { assignees, document, triggerOnChange } = useDocument(
+  'CRM Deal',
+  props.dealId,
+)
 
 function reloadAssignees(data) {
   if (data?.hasOwnProperty('deal_owner')) {

frontend/src/pages/Lead.vue

@@ -23,7 +23,14 @@
       />
       <Dropdown
         v-if="document.doc"
-        :options="statusOptions('lead', document, lead.data._customStatuses)"
+        :options="
+          statusOptions(
+            'lead',
+            document,
+            lead.data._customStatuses,
+            triggerOnChange,
+          )
+        "
       >
         <template #default="{ open }">
           <Button :label="document.doc.status">
@@ -344,7 +351,12 @@ import SidePanelLayout from '@/components/SidePanelLayout.vue'
 import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import { openWebsite, setupCustomizations, copyToClipboard, validateIsImageFile } from '@/utils'
+import {
+  openWebsite,
+  setupCustomizations,
+  copyToClipboard,
+  validateIsImageFile,
+} from '@/utils'
 import { showQuickEntryModal, quickEntryProps } from '@/composables/modals'
 import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
@@ -605,10 +617,8 @@ const existingOrganizationChecked = ref(false)
 const existingContact = ref('')
 const existingOrganization = ref('')
 
-const { triggerConvertToDeal, assignees, document } = useDocument(
+const { triggerConvertToDeal, triggerOnChange, assignees, document } =
-  'CRM Lead',
+  useDocument('CRM Lead', props.leadId)
-  props.leadId,
-)
 
 async function convertToDeal() {
   if (existingContactChecked.value && !existingContact.value) {

frontend/src/pages/MobileDeal.vue

@@ -11,7 +11,14 @@
       <div class="absolute right-0">
         <Dropdown
           v-if="document.doc"
-          :options="statusOptions('deal', document, deal.data._customStatuses)"
+          :options="
+            statusOptions(
+              'deal',
+              document,
+              deal.data._customStatuses,
+              triggerOnChange,
+            )
+          "
         >
           <template #default="{ open }">
             <Button :label="document.doc.status">
@@ -612,7 +619,10 @@ async function deleteDeal(name) {
   router.push({ name: 'Deals' })
 }
 
-const { assignees, document } = useDocument('CRM Deal', props.dealId)
+const { assignees, document, triggerOnChange } = useDocument(
+  'CRM Deal',
+  props.dealId,
+)
 
 function reloadAssignees(data) {
   if (data?.hasOwnProperty('deal_owner')) {

frontend/src/pages/MobileLead.vue

@@ -11,7 +11,14 @@
       <div class="absolute right-0">
         <Dropdown
           v-if="document.doc"
-          :options="statusOptions('lead', document, lead.data._customStatuses)"
+          :options="
+            statusOptions(
+              'lead',
+              document,
+              lead.data._customStatuses,
+              triggerOnChange,
+            )
+          "
         >
           <template #default="{ open }">
             <Button :label="document.doc.status">
@@ -461,7 +468,10 @@ async function convertToDeal() {
   }
 }
 
-const { assignees, document } = useDocument('CRM Lead', props.leadId)
+const { assignees, document, triggerOnChange } = useDocument(
+  'CRM Lead',
+  props.leadId,
+)
 
 function reloadAssignees(data) {
   if (data?.hasOwnProperty('lead_owner')) {

frontend/src/stores/statuses.js

@@ -77,7 +77,12 @@ export const statusesStore = defineStore('crm-statuses', () => {
     return communicationStatuses[name]
   }
 
-  function statusOptions(doctype, document, statuses = []) {
+  function statusOptions(
+    doctype,
+    document,
+    statuses = [],
+    triggerOnChange = null,
+  ) {
     let statusesByName =
       doctype == 'deal' ? dealStatusesByName : leadStatusesByName
 
@@ -85,7 +90,7 @@ export const statusesStore = defineStore('crm-statuses', () => {
       statuses = document.statuses
     }
 
-    if (statuses.length) {
+    if (statuses?.length) {
       statusesByName = statuses.reduce((acc, status) => {
         acc[status] = statusesByName[status]
         return acc
@@ -98,10 +103,10 @@ export const statusesStore = defineStore('crm-statuses', () => {
         label: statusesByName[status]?.name,
         value: statusesByName[status]?.name,
         icon: () => h(IndicatorIcon, { class: statusesByName[status]?.color }),
-        onClick: () => {
+        onClick: async () => {
           capture('status_changed', { doctype, status })
           if (document) {
-            document.doc.status = statusesByName[status]?.name
+            await triggerOnChange?.('status', statusesByName[status]?.name)
             document.save.submit()
           }
         },