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fix(forecast): drop the column total on the formula field expected_amount #1986

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Merged
objectstack-fleet merged 1 commit into from
Oct 2, 2026
Merged

fix(forecast): drop the column total on the formula field expected_amount #1986

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12 changes: 12 additions & 0 deletions .changeset/1980-forecast-formula-summary.md
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Original file line number Diff line number Diff line change
@@ -0,0 +1,12 @@
---
'hotcrm': patch
---

The *All Forecasts* list no longer shows a column total under **Expected**

**Expected** is a formula field (Closed Won + Commit, computed per row), so the
database has no stored value for it to add up. The platform's aggregate rules
refuse a `sum` over a formula field, and the view no longer asks for one. The
column itself stays, with each row's value. **Closed Won** and **Commit** keep
their totals, so the expected figure for a group or for the whole list is still
the sum of those two totals. Quota, Best Case and Pipeline keep their totals too.
3 changes: 2 additions & 1 deletion src/sales/views/forecast.view.ts
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Expand Up @@ -25,7 +25,8 @@ export const ForecastViews = defineView({
{ field: 'commit_amount', width: 140, align: 'right', summary: 'sum' },
{ field: 'best_case_amount', width: 140, align: 'right', summary: 'sum' },
{ field: 'pipeline_amount', width: 140, align: 'right', summary: 'sum' },
{ field: 'expected_amount', width: 140, align: 'right', summary: 'sum' },
// No total here: a formula has no stored column to aggregate, so the spec refuses `sum` on a `formula` field (#1980).
{ field: 'expected_amount', width: 140, align: 'right' },
{ field: 'attainment_pct', width: 130, align: 'right' },
{ field: 'coverage_ratio', width: 130, align: 'right' },
{ field: 'source', width: 130 },
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