From a4d3852c0ed894b118e1f2d48e607dd3e9d28fc1 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Tue, 16 Sep 2025 17:46:17 +0530
Subject: [PATCH] feat: Auto update expected deal value based on products value

(cherry picked from commit 7e21a5fee206723cf714f7a8732bb8929aaa57df)
---
 crm/fcrm/doctype/crm_deal/crm_deal.py            | 16 ++++++++++++++--
 .../components/Settings/ForecastingSettings.vue  |  2 +-
 2 files changed, 15 insertions(+), 3 deletions(-)

diff --git a/crm/fcrm/doctype/crm_deal/crm_deal.py b/crm/fcrm/doctype/crm_deal/crm_deal.py
index 6bc2e020..2bf3d8d4 100644
--- a/crm/fcrm/doctype/crm_deal/crm_deal.py
+++ b/crm/fcrm/doctype/crm_deal/crm_deal.py
@@ -25,7 +25,7 @@ class CRMDeal(Document):
 			add_status_change_log(self)
 			if frappe.db.get_value("CRM Deal Status", self.status, "type") == "Won":
 				self.closed_date = frappe.utils.nowdate()
-		self.validate_forcasting_fields()
+		self.validate_forecasting_fields()
 		self.validate_lost_reason()
 		self.update_exchange_rate()
 
@@ -151,9 +151,21 @@ class CRMDeal(Document):
 		if not self.probability or self.probability == 0:
 			self.probability = frappe.db.get_value("CRM Deal Status", self.status, "probability") or 0
 
-	def validate_forcasting_fields(self):
+	def update_expected_deal_value(self):
+		"""
+		Update the expected deal value based on the net total or total.
+		"""
+		if (
+			frappe.db.get_single_value("FCRM Settings", "auto_update_expected_deal_value")
+			and (self.net_total or self.total)
+			and self.expected_deal_value
+		):
+			self.expected_deal_value = self.net_total or self.total
+
+	def validate_forecasting_fields(self):
 		self.update_closed_date()
 		self.update_default_probability()
+		self.update_expected_deal_value()
 		if frappe.db.get_single_value("FCRM Settings", "enable_forecasting"):
 			if not self.expected_deal_value or self.expected_deal_value == 0:
 				frappe.throw(_("Expected Deal Value is required."), frappe.MandatoryError)
diff --git a/frontend/src/components/Settings/ForecastingSettings.vue b/frontend/src/components/Settings/ForecastingSettings.vue
index 8b681926..6c765ab7 100644
--- a/frontend/src/components/Settings/ForecastingSettings.vue
+++ b/frontend/src/components/Settings/ForecastingSettings.vue
@@ -5,7 +5,7 @@
         {{ __('Forecasting') }}
       </h2>
       <p class="text-p-base text-ink-gray-6">
-        {{ __('Configure forecasting settings for your CRM') }}
+        {{ __('Configure forecasting feature to help predict sales performance and growth') }}
       </p>
     </div>