Commit Graph

293 Commits

Author SHA1 Message Date
Rohan Bansal
9778ff8ab3 feat(crm): Allow leads to be imported without person name 2019-05-10 16:09:48 +05:30
Rohit Waghchaure
270d4e9f4e fix: moved erpnext related methods from frappe to erpnext 2019-04-22 14:11:43 +05:30
Rushabh Mehta
6aaac1e9db fix(assign): do not assign if administrator 2019-04-15 16:58:45 +05:30
Rushabh Mehta
4f49ce4124 feat: auto assign lead/opportunity to lead owner, customer account manager 2019-04-12 09:04:17 +05:30
Mangesh-Khairnar
b343407236 refactor: change validate email add to validate email address 2019-03-16 13:40:58 +05:30
Sagar Vora
f97c5dad82 Merge branch 'staging' into develop 2019-01-29 18:39:14 +05:30
Nabin Hait
e8190473f5
Merge branch 'staging-fixes' into unicode 2019-01-29 11:13:04 +05:30
Frappe Bot
e415cce1a9 Merge branch 'staging' into develop 2019-01-23 08:19:00 +00:00
Aditya Hase
4b4265f8a7 fix(dead-code): Remove .py files (#16457) 2019-01-22 20:54:21 +05:30
Aditya Hase
f3c22f342c fix(unicode): Import unicode_literals in every file 2019-01-22 18:36:10 +05:30
deepeshgarg007
8c4bd951a8 fix(Codacy): Deleted unused imports and files 2019-01-02 13:24:12 +05:30
deepeshgarg007
de1e6fc1c4 Merge branch 'develop' of https://github.com/frappe/erpnext into opportunity-lost-reason 2019-01-01 08:57:18 +05:30
deepeshgarg007
c5a0b2edb6 Lost opportunity report 2018-12-31 16:34:16 +05:30
deepeshgarg007
5e9c7e2203 fix:Test cases for opportinity 2018-12-31 16:24:46 +05:30
deepeshgarg007
dc218ebeeb test :test case for setting opportunity as lost 2018-12-29 22:11:19 +05:30
deepeshgarg007
d9a768a88f feat: Set lost reasons in opportunity and quotation using table multiselect 2018-12-29 19:33:44 +05:30
Suraj Shetty
b2965001d1 Replace 'Make' with 'Create' 2018-12-23 13:25:58 +05:30
Raffael Meyer
25e9db5e81 Do not display gender for companies (#15728) 2018-10-18 16:49:49 +05:30
Charles-Henri Decultot
75fa6b3ee8 [Enhancement] Improvement to the sales pipeline (#15524)
* Additions to sales pipeline

* Codacy corrections

* Codacy corrections

* Codacy corrections

* Replace _ with dummy for unused variable

* Performance + dates corrections

* Itertuples modification

* Removing trailing whitespaces

* Sales stage doctype

* Divide sales stages fixtures in separate functions

* Remove duplicate fixtures

* Add newline after method

* Missing requirement
2018-10-03 10:41:40 +05:30
Charles-Henri Decultot
efd776da46 Events in timeline (#15485)
* Events in timeline

* Namespace correction

* Codacy correction

* Addition of sales partners in participants

* Correct json indent
2018-10-03 10:41:26 +05:30
Charles-Henri Decultot
b2281cc1fd Lead to customer UX enhancement (#15525)
* Lead to customer UX enhancement

* Market segment

* Market Segment to DocType

* Specific function for fixtures

* Merge issue correction

* Doctype merge correction
2018-10-02 11:25:00 +05:30
Charles-Henri Decultot
4fd7a4e0d7 Lead notes (#15510)
* Notes field in Lead

* Add notes to lead details report
2018-09-30 21:20:55 +05:30
Shreya Shah
13761dde38 [Report] Lead Conversion Time (#15237)
* New Report Lead Conversion Time

* Add column for support tickets and a row for Average
2018-09-18 10:55:35 +05:30
Rushabh Mehta
13bcc4e27e perms: fix default import, export perms 2018-08-29 17:10:27 +05:30
Shreya Shah
a5add289bb Refactor Naming Series (#15070)
* Patch to create Property Setter for existing naming series

* Update existing naming series options with new

* Add patch link to patches.txt

* Update patch

* Fix codacy

* Fix as per suggestions

* Remove old patch for property setter

* Improve as per suggested

- Modified the naming
- Also refactored naming for doctypes having autoname with series
- Added a patch to make property setter for autoname

* Fix Travis

* Rebase with develop
2018-08-28 13:44:48 +05:30
Rushabh Mehta
708e47aadf optimize(various) 2018-08-08 16:37:31 +05:30
Rushabh Mehta
096b943b0c [minor] fixes to moment.defaultDateFormat and daily work summary eplies 2018-06-25 22:38:20 +05:30
Shreya
cdd3982b44 [minor] Fix 2018-06-14 16:43:47 +05:30
Shreya
f333536446 Remove test_records.json and modify test 2018-06-14 16:43:07 +05:30
Rohan Bansal
841d54c49d Start adding tests for contracts 2018-06-04 15:56:38 +05:30
Rohan Bansal
bf0f0aaf6f Add Contract-related doctypes to ERPNext 2018-06-04 15:56:38 +05:30
Nabin Hait
33df0b4fbf
Test case fixes (#14219)
* Test case fixes

* fetch_from fixes
2018-05-26 09:09:02 +05:30
Rushabh Mehta
0b628386de [minor] remove in_dialog old property 2018-05-16 12:51:22 +05:30
Shreya
3f77852e93 Pass buying or selling as filter parameters
Wherever get_exchange_rate is called, pass filter buying or selling on the basis of doctype.
2018-05-15 17:22:06 +05:30
Nabin Hait
642d39098a Fixed merge conflict 2018-04-13 14:38:57 +05:30
rohitwaghchaure
098b444f6f [minor] Toggle required opportunity item table based on with items field (#13584) 2018-04-12 13:26:50 +05:30
Zarrar
0702f29860 Add Ends-On field in the Lead doctype (#13147)
* add ends_on date in lead to be mapped with calendar event

* set default ends_on to 1 hour from contact_time
2018-03-12 18:49:54 +05:30
Prateeksha Singh
9362cf37e0 [charts] update charts API 2018-03-12 09:54:56 +05:30
Achilles Rasquinha
646522886c self.assertEqual 2018-02-28 21:13:51 +05:30
Nabin Hait
e6d65bc2a1
Fixed translations and tests (#12900)
* Fixed translations and tests

* minor fixes

* minor test fixes
2018-02-14 17:44:06 +05:30
Rushabh Mehta
b5a3df920c [fix] primary button color for make 2018-01-23 16:08:52 +05:30
Nabin Hait
a2426fcc9e
Get default tax template only if tax template not selected or template is for other company (#12492) 2018-01-15 17:45:46 +05:30
Nabin Hait
941d0af13a Fixed organization lead error 2018-01-03 14:12:56 +05:30
Nabin Hait
123759aff7
Fixes for travis (#12161)
* Fixes for travis

* Testcase fixes for get_item_details

* Testcase fixes for get_item_details

* Travis fixes

* Travis fixes
2017-12-26 17:50:34 +05:30
rohitwaghchaure
505661b5c0 [fix] Wrong company's default tax fetch (#11927) 2017-12-11 14:52:28 +05:30
Zarrar
17fd6610dc Fix travis (#11882)
* fieldname wrong

* bifurcated test into two - error when both were running async

* minor fixes with link and route

* move school domain rename up

* fix async creation of operations test

* edit-in-full-page is button, not link

* set_route issue in production order test

* minor changes

* fix task tree test

* more fixes

* fix server side issue

* improvising ui tests
2017-12-08 14:57:38 +05:30
Saurabh
b750b304dd fixed merge-conflicts 2017-11-28 11:02:28 +05:30
Charles-Henri Decultot
22641e44ad Allowing the creation of an Oganization as Lead (#11724)
* Allow the creation of an organization lead

* Changes following test fails

* Test case correction
2017-11-27 11:58:22 +05:30
Zarrar
a90274fed9 linking issue in dashboard (#11701) 2017-11-23 12:19:40 +05:30
Rushabh Mehta
a5ebebd09c
[enhance] Add Issue Type and Opportunity Type masters (#11598)
* [enhance] added & linked Issue Type & Opportunity Type with opportunity

* [patch] create issue and opportunity type from the custom field if available

* [minor] issue_type and opportunity type should be mandatory

* [patches] removed try catch from the patch

* [fix] patch

* [refactor] cleanup issue/opportunity type
2017-11-16 17:03:52 +05:30