fix: update organization fields if deal is updated and vice-versa

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -17,6 +17,7 @@ class CRMDeal(Document):
 	def validate(self):
 		self.set_primary_contact()
 		self.set_primary_email_mobile_no()
+		self.update_organization()
 		if self.deal_owner and not self.is_new():
 			self.assign_agent(self.deal_owner)
 
@@ -61,6 +62,20 @@ class CRMDeal(Document):
 			self.email = ""
 			self.mobile_no = ""
 
+	def update_organization(self):
+		if self.organization:
+			if self.has_value_changed("organization"):
+				organization = frappe.get_cached_doc("CRM Organization", self.organization)
+				self.website = organization.website
+				self.territory = organization.territory
+				self.annual_revenue = organization.annual_revenue
+			if self.has_value_changed("website"):
+				frappe.db.set_value("CRM Organization", self.organization, "website", self.website)
+			if self.has_value_changed("territory"):
+				frappe.db.set_value("CRM Organization", self.organization, "territory", self.territory)
+			if self.has_value_changed("annual_revenue"):
+				frappe.db.set_value("CRM Organization", self.organization, "annual_revenue", self.annual_revenue)
+
 	def assign_agent(self, agent):
 		if not agent:
 			return

crm/fcrm/doctype/crm_organization/crm_organization.py

@@ -1,11 +1,31 @@
 # Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-# import frappe
+import frappe
 from frappe.model.document import Document
 
 
 class CRMOrganization(Document):
+		def on_update(self):
+			self.update_deal_organization_fields()
+
+		def update_deal_organization_fields(self):
+			if (
+				self.has_value_changed("website")
+				or self.has_value_changed("territory")
+				or self.has_value_changed("annual_revenue")
+			):
+				for deal in frappe.get_all(
+					"CRM Deal",
+					filters={"organization": self.name},
+				):
+					if self.has_value_changed("website"):
+						frappe.db.set_value("CRM Deal", deal.name, "website", self.website)
+					if self.has_value_changed("territory"):
+						frappe.db.set_value("CRM Deal", deal.name, "territory", self.territory)
+					if self.has_value_changed("annual_revenue"):
+						frappe.db.set_value("CRM Deal", deal.name, "annual_revenue", self.annual_revenue)
+
 		@staticmethod
 		def sort_options():
 			return [

frontend/src/pages/Deal.vue

@@ -444,11 +444,13 @@ const detailSections = computed(() => {
 function getParsedFields(sections, contacts) {
   sections.forEach((section) => {
     section.fields.forEach((field) => {
-      if (['website', 'annual_revenue'].includes(field.name)) {
-        field.value = organization.value?.[field.name]
-        field.tooltip =
-          'This field is read-only and is fetched from the organization'
-      } else if (field.name == 'organization') {
+      if (
+        !deal.data.organization &&
+        ['website', 'territory', 'annual_revenue'].includes(field.name)
+      ) {
+        field.hidden = true
+      }
+      if (field.name == 'organization') {
         field.create = (value, close) => {
           _organization.value.organization_name = value
           showOrganizationModal.value = true