Shiloh/brotherton-erpnext
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657 Commits

Author SHA1 Message Date
Pranav Nachnekar
50e66d81de
fix: use get_single_value 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:43:18 +00:00
Pranav Nachanekar
604febb398 fix: set_verified method contained js 2019-10-09 14:09:47 +05:30
Pranav Nachnekar
96930e25f3
fix: readability 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:31:37 +00:00
Pranav Nachnekar
5e4ec85574
remove:unnecessary translation 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:23:54 +00:00
Pranav Nachnekar
1f1b7eb7d5
Merge branch 'develop' into develop 2019-10-07 06:12:45 +00:00
Pranav Nachanekar
e18388ade3 fix:add exception for no opportunity 2019-10-04 16:32:32 +05:30
Pranav Nachanekar
911e034d1c fix: syntax error 2019-10-04 15:50:02 +05:30
Pranav Nachanekar
0082b78075 fix:incosistent tabs and spaces 2019-10-04 15:36:36 +05:30
Pranav Nachanekar
bfe18d6085 feat:assign appointments from opportunity 2019-10-04 14:41:54 +05:30
Pranav Nachanekar
c1bc0f9dfb fix: added sections for settings 2019-10-04 11:36:53 +05:30
Pranav Nachanekar
25148d0de5 fix:readability 2019-10-04 11:32:39 +05:30
Pranav Nachanekar
22189ec9e8 remove unnecessary doctype 'Timezone' 2019-10-04 11:07:04 +05:30
Pranav Nachanekar
a1d39cab21 fix: travis 2019-10-03 18:26:02 +05:30
Pranav Nachanekar
d40c020e0e fix:variable names 2019-10-03 17:43:31 +05:30
Pranav Nachanekar
bec88bc52a fix: exists return tuple not string 2019-10-03 16:58:38 +05:30
Pranav Nachanekar
afe52e8e09 feat: add check for toggling the route 2019-10-03 16:35:08 +05:30
Pranav Nachanekar
72aac09d62 fix:remove tearDown from test 2019-10-03 16:09:50 +05:30
Pranav Nachanekar
43331564b4 fix:class variable in tests 2019-10-03 15:29:09 +05:30
Pranav Nachanekar
42cf5f279f fix:added class variables to test 2019-10-03 14:26:21 +05:30
Pranav Nachanekar
8640a01f85 remove duplicate day validation 2019-10-03 13:32:57 +05:30
Pranav Nachanekar
1dccc039b7 fix:add tear down to tests 2019-10-03 13:32:46 +05:30
Pranav Nachanekar
76cbb9132f fix: more test errors 2019-10-03 12:50:55 +05:30
Pranav Nachanekar
c5420bb453 fix: remove validation for repeated days 2019-10-03 12:06:43 +05:30
Pranav Nachanekar
1dcedb5054 fix: empty leads and appointment in test 2019-10-03 11:56:54 +05:30
gavin
be8f6f0d65 fix: report ~ lead conversion time (#19232) 2019-10-03 11:36:04 +05:30
Rohan
d463c346fe fix: set no-copy on some contract fields (#19208) 2019-09-30 16:37:29 +05:30
Pranav Nachanekar
2ea9b3e6f2 fix:test appointments 2019-09-30 15:35:38 +05:30
Mangesh-Khairnar
d8763d7d65 fix: allow rename/merge in opportunity (#19202) 2019-09-30 14:39:46 +05:30
Pranav Nachanekar
7f4bc64d22 fix:appointment tests exist check 2019-09-30 13:58:42 +05:30
Himanshu
25ab1e41df fix(Contact): mobile_no re-introduced and travis fixes (#19009) 
* fix: mobile_no re-introduced

* fix: test cases

* fix: set email as primary

* fix: add primary email and phone

* fix: utils for contact creation

* chore: remove = from dict
 2019-09-30 10:08:15 +05:30
Pranav Nachanekar
fd46bf2616 fix codacy 2019-09-25 16:01:48 +05:30
Pranav Nachanekar
774167192a Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-09-25 13:12:32 +05:30
Pranav Nachanekar
291e161793 Added permissions for sales user 2019-09-25 13:11:04 +05:30
Pranav Nachanekar
9f86022c2b fix: Error in test setUp 2019-09-24 16:07:41 +05:30
Pranav Nachanekar
c9cf5aebea Changed required values, add clientside validation 2019-09-24 12:08:37 +05:30
Nabin Hait
7ab861fe95
Merge branch 'develop' into develop 2019-09-24 11:50:38 +05:30
Pranav Nachanekar
558d44e519 Removed auto-assignment for unverified appointments 2019-09-24 11:33:57 +05:30
Mangesh-Khairnar
5dcf2c669f chore: remove unlinked letter head references (#19138) 2019-09-24 09:53:06 +05:30
Pranav Nachanekar
8393ebbbca Fixed missing permission in update 2019-09-23 17:14:31 +05:30
Pranav Nachanekar
8b744b2d03 Added request verification and url encoding 2019-09-23 15:55:35 +05:30
Pranav Nachanekar
a35e34b5f0 FIxed typos and create_lead method 2019-09-23 14:38:22 +05:30
Pranav Nachanekar
3eccb84eaa Fixed update method 2019-09-23 14:25:42 +05:30
Pranav Nachanekar
b6b27d9256 Corrected moving to doctype for email 2019-09-23 14:16:13 +05:30
Pranav Nachanekar
7b7962d28c Added test cases 2019-09-23 13:05:18 +05:30
Pranav Nachanekar
dcfc849946 Moved email to appoitnmetn doctype 2019-09-23 11:52:26 +05:30
Pranav Nachanekar
f8cc86bfed Moved email from class variable to doctype 
Formatting
Made methods which link other doctypes idempotent
 2019-09-23 11:28:05 +05:30
Pranav Nachanekar
0800031c0d Addee email to appointment doctyoe 
and asthetic changes
 2019-09-23 11:26:46 +05:30
Pranav Nachanekar
6b0fea16b6 Added buttons to linked docs 2019-09-23 11:26:18 +05:30
Pranav Nachanekar
9c0f462336 Fixed Syntax errors 2019-09-20 10:51:56 +05:30
Pranav Nachanekar
aa7d0c0163 Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-09-20 10:47:18 +05:30
Pranav Nachanekar
73420e462f Added email 2019-09-20 10:44:52 +05:30
Pranav Nachanekar
fa4a2a53e8 Added email 2019-09-20 10:41:59 +05:30
Pranav Nachanekar
df1a5a9633 Added flow for verifying emails 2019-09-20 10:08:48 +05:30
Pranav Nachanekar
5324234bd0 Removed required lead 2019-09-20 10:08:26 +05:30
Pranav Nachanekar
ca2509423a Added permissions for HR manager 2019-09-19 12:36:51 +05:30
Pranav Nachanekar
4109f88c04 Linked send_reminder in calendar event 
to Appointment Booking Settings
 2019-09-19 12:08:10 +05:30
Pranav Nachanekar
5bf52ebed6 limit assigment load to appointment day 2019-09-19 11:47:54 +05:30
Pranav Nachanekar
ec1dae023c styling 2019-09-18 16:13:29 +05:30
Pranav Nachanekar
7d476a3e35 Moved lead assignment to the controller 2019-09-18 15:33:31 +05:30
Pranav Nachanekar
3c8bea65ef Merged with local 2019-09-18 10:39:11 +05:30
Pranav Nachnekar
57c311f8e9
Merge branch 'develop' into develop 2019-09-18 10:33:39 +05:30
Pranav Nachanekar
91a564989f Styling and PR review changes 2019-09-17 16:58:41 +05:30
Suraj Shetty
627a3dcd6d feat: Default energy point rules (#19003) 
* feat: Add default energy point rules during install

* fix: Add completed_by field to task doctype

* fix: Rule data

* fix: Add default rules for opportunity

* fix: Add a patch to create default energy point rules

* fix: Default success action message

* fix: Use .items() instead of .iteritems()

* fix: Add "create_default_energy_points" patch entry

* fix: Reload Energy Point Rule to fix patch

* fix: Import frappe
 2019-09-17 15:54:41 +05:30
Pranav Nachnekar
33daf281bd
Merge branch 'develop' into develop 2019-09-17 14:14:16 +05:30
Pranav Nachnekar
a8752db012
Typo and styling fixes 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-09-16 20:02:20 +05:30
Rushabh Mehta
72dcb51177 fix(minor): opportunity_from may not be selected (#19063) 2019-09-16 14:47:43 +05:30
Pranav Nachanekar
018f0d3bbd Fixed issue: agents weren't looked up in settings 2019-09-13 16:52:06 +05:30
Pranav Nachanekar
1cd762e9d0 Added ajuto assignment 2019-09-13 15:56:54 +05:30
Pranav Nachanekar
cf045d86b0 fixed typo 2019-09-13 15:55:54 +05:30
Pranav Nachanekar
a3b8c77af1 Fixed leads 2019-09-12 15:19:22 +05:30
Pranav Nachanekar
1564f1476c Added customer to calender event 2019-09-12 14:24:28 +05:30
Pranav Nachanekar
469247bf73 Change max date of datepicker 
to number of days in future as specified by the settings
 2019-09-12 11:15:42 +05:30
Pranav Nachanekar
a2dbd391b3 Add lead and calender event to appointments 2019-09-12 10:48:26 +05:30
Pranav Nachanekar
8051ca1859 Limit advance booking of appointments 2019-09-12 10:47:45 +05:30
Pranav Nachanekar
249cdd92e0 Added uniqueness check for offset 2019-09-11 14:59:25 +05:30
Pranav Nachanekar
e543fc483f Removed email reminders 
As it will be handled by calender event in the future
 2019-09-11 14:59:13 +05:30
Pranav Nachanekar
0cc837eac5 Create event for the appointment 
TODO: Add lead and employee to this
 2019-09-11 14:12:30 +05:30
Pranav Nachanekar
5038d6a6db Removed appointment tests 
TODO: Write better tests after adding lead and calender event generation
 2019-09-11 10:31:04 +05:30
Pranav Nachanekar
2d7370a525 Moved delete_appointment 2019-09-10 16:46:17 +05:30
Pranav Nachanekar
c4950a0281 Added doctype 
availabitlity of slots added
 2019-09-10 15:10:51 +05:30
Pranav Nachanekar
5c211d8abf fixed codacy 2019-09-10 11:52:55 +05:30
Pranav Nachanekar
06facea895 added doctype 2019-09-09 17:09:03 +05:30
Pranav Nachanekar
110f4ea0c9 Formatting 2019-09-09 17:04:25 +05:30
Pranav Nachanekar
db21f86b26 Removed unneccessary doctype 2019-09-09 17:01:40 +05:30
Pranav Nachanekar
5945144c08 Added tests 2019-09-09 16:35:48 +05:30
Pranav Nachanekar
10711dd09d Refactor UI 2019-09-09 15:41:20 +05:30
Pranav Nachanekar
48e43e2421 build fix 2019-09-09 14:43:55 +05:30
Pranav Nachanekar
217aadba7e Better autoname 2019-09-09 14:43:41 +05:30
Nabin Hait
eb2ab3bf76
Merge branch 'develop' into develop 2019-09-05 14:59:16 +05:30
pranav nachnekar
d272fd42c9 changed Autoname 2019-09-03 14:16:56 +05:30
Rohan
7fa3f3fe98 fix: include start and end date for contract status (#18866) 2019-09-03 14:16:12 +05:30
pranav nachnekar
a3d04cdbca A 2019-09-03 13:17:35 +05:30
pranav nachnekar
eb4fa966b0 Added validation for timezones 2019-09-03 12:04:23 +05:30
pranav nachnekar
ad6151b690 Added guest permissions 2019-09-03 12:04:13 +05:30
pranav nachnekar
64095084e7 Removed end time in favor of appointment duration 2019-09-03 12:03:14 +05:30
Himanshu
fffdb6f575 feat(Contacts): Multiple Emails in a Contact (#18675) 
* feat: render multiple addresses

* feat: move to newer contacts structure

* fix: iterate over valid variable

* fix: use primary label instead of bold letters

* fix: call popup get contact name from number

* fix: make contact structure  call popup compatible

* fix: query

* fix: add city, state and country

* fix: display address

* fix: get address in single line

* fix: review fixes

* fix: translation strings

* fix: fix query for contacts

* fix: remove references of mobile_no
 2019-09-02 15:57:45 +05:30
pranav nachnekar
adba6c833d Merge branch 'develop' of https://github.com/frappe/erpnext into develop 2019-08-28 17:00:27 +05:30
pranav nachnekar
7b9e30914f Added doctypes and portal pages 2019-08-28 16:57:37 +05:30
Suraj Shetty
6affeaa9c1 fix: check if number exists after striping '0' 
- Absract number striping logic to separate method
- Rename a confusing variable name
- Remove leftout print statement
 2019-08-21 09:14:56 +05:30
Suraj Shetty
80afee04a4 fix: Set address while creating Opportunity from Lead (#18702) 
* fix: Set address while creating Opportunity from Lead

* fix: Setting of address in opportunity from Lead
 2019-08-13 10:58:29 +05:30
Faris Ansari
9eda500dbc
Merge branch 'develop' into refactor-call-popup 2019-08-12 15:56:35 +05:30
Suraj Shetty
f81b6c7cfb fix: Set address while creating Opportunity from Lead (#18700) 2019-08-12 13:05:22 +05:30
Suraj Shetty
429bfcfd83 fix: Make requested changes 2019-08-08 19:16:32 +05:30
Suraj Shetty
7d3f1fef1c fix: Employee selection for call popup 
- Check if employee with matched number is also
 scheduled to receive popup
 2019-08-05 21:21:45 +05:30
Suraj Shetty
0957480305 fix: Show popup to employees with same phone number 2019-08-05 11:32:51 +05:30
Anurag Mishra
0505135f90
Merge branch 'develop' into refactor-call-popup 2019-07-24 18:33:14 +05:30
Suraj Shetty
4177ecb6b2 Merge branch 'develop' of github.com:frappe/erpnext into refactor-call-popup 2019-07-22 15:18:03 +05:30
Suraj Shetty
433e587a95
style: Add tabs 2019-07-22 13:21:35 +05:30
Suraj Shetty
002474367b
Merge branch 'develop' into email-campaign 2019-07-22 13:20:06 +05:30
Rucha Mahabal
6224266512 fix: replaced frappe.db.get_value with frappe.db.exists 2019-07-22 13:04:43 +05:30
Rucha Mahabal
d23a95c06e fix: removed unnecessary fields from Campaign DocType and other fixes in Email Campaign 2019-07-22 12:26:52 +05:30
Faris Ansari
e3b3ac8a59 fix: Fetch email when making Opportunity from Lead (#18373) 2019-07-22 11:31:30 +05:30
Rucha Mahabal
324ab98b99 Merge branch 'email-campaign' of https://github.com/ruchamahabal/erpnext into email-campaign 2019-07-22 03:27:29 +05:30
Rucha Mahabal
8d994cb1f2 fix: allow only 1 active Email Campaign for a lead/contact at a time 2019-07-22 03:26:40 +05:30
Rucha Mahabal
b54459e588 dash: added Email Campaign to CRM dashboard 2019-07-22 03:23:40 +05:30
Rucha Mahabal
a566b4e24a
Merge branch 'develop' into email-campaign 2019-07-19 15:07:56 +05:30
Suraj Shetty
82cfccab2f fix: Get user_id of employee instead of name 
- Remove caching from lead
 2019-07-17 11:52:35 +05:30
Suraj Shetty
e7d277d51e fix: Last communication query 2019-07-16 13:53:41 +05:30
Suraj Shetty
f5dd494716 fix(call popup): Multiple changes 
- Remove summary from call log use comments instead
- Add contact and lead if matched to the call log
- Add received by field with Employee Link
- DocPerm to allow Employees to have read access on call log
- Remove unwanted code
- Add a method to get lead just by providing phone number
- Show popup only to Employee to which the system is trying to connect.
- Remove custom code from call popup dialog and replace it with
 standard fields
- Increase timeout to hide popup after the call has been disconnected.
 2019-07-16 11:07:25 +05:30
Rucha Mahabal
bbb22ad082 fix: child table naming 2019-07-15 17:52:50 +05:30
deepeshgarg007
eac5461229 fix: Address filtering fix in opportunity 2019-07-15 13:55:08 +05:30
Rucha Mahabal
0fe37fda09 codacy fixes 2019-07-12 17:47:32 +05:30
Rucha Mahabal
4879e00d64 codacy fixes 2019-07-12 16:09:32 +05:30
Rucha Mahabal
c35a9a4888 codacy fixes 2019-07-12 15:49:05 +05:30
Rucha Mahabal
7396bb8933 codacy fixes 2019-07-12 14:47:02 +05:30
Rucha Mahabal
2b7064a348 codacy fixes 2019-07-12 14:34:43 +05:30
Rucha Mahabal
9e35bff55c feat: Email Campaign 2019-07-12 13:56:36 +05:30
Rucha Mahabal
8c747ce5cf merged 2019-07-09 15:18:45 +05:30
Rucha Mahabal
36963a8e04 feat: Email Campaign 2019-07-09 15:14:13 +05:30
Suraj Shetty
247d50e552
refactor: Remove unwanted debug flag 2019-07-03 10:47:35 +05:30
Nabin Hait
34c551d9a5
fix: Missing commits from hotfix branch (#17997) 
* fix: merge conflict

* fix: restored missing set_gst_state_and_state_number function

* fix: style linting as per codacy

* fix: Fixes related to customer/lead merging

* fix: merge conflict

* fix: Fixes related to customer/lead merging

* fix: Assign isue/opportunity to user

* fix: Assign isue/opportunity to user

* fix: Replaced Invoice type by GST Category

* fix: merge conflict

* fix: merge conflict

* fix: test cases

* fix: test cases
 2019-07-03 10:34:31 +05:30
Aditya Hase
8d70073cf8 refactor: Remove implicit auto assignment feature (#18124) 
This behaviour now can be replicated with Assignment Rule configurations.
 2019-07-01 19:35:17 +05:30
Suraj Shetty
502565ff56 fix: Make required changes 2019-07-01 14:28:59 +05:30
Rucha Mahabal
162f7d1b50 auto email and new communication linked to email campaign setup 2019-07-01 01:09:58 +05:30
Rucha Mahabal
dcf5fbd35d added some validations 2019-06-30 16:36:09 +05:30
Rucha Mahabal
fc03509e46 created data structure for email automation 2019-06-30 16:24:29 +05:30
Suraj Shetty
19e4fde737 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-06-30 15:30:59 +05:30
Faris Ansari
23f9b6156f
fix(Opportunity): Don't assign to Guest (#17996) 
If Opportunity is created from Website, it breaks because
the assign_to user is Guest
 2019-06-20 11:34:14 +05:30
Suraj Shetty
9ba9a91631 fix: Strip leading zero from phone number 2019-06-18 10:56:47 +05:30
Suraj Shetty
04d623ab66 fix: Get employee login ids directly from child table 2019-06-17 15:20:28 +05:30
Suraj Shetty
2f84779667 fix: Last Communication for lead 
- Remove unused code
- Remove unused import
 2019-06-12 10:31:07 +05:30
Suraj Shetty
6013375fbb fix: Improve call popup UX 
- Close modal after 10 secs if user is has not entered any call summary
- Show alert once the summary was saved
 2019-06-11 08:03:55 +05:30
Suraj Shetty
77302b3928 fix: Save summary to right field 2019-06-11 08:01:18 +05:30
Suraj Shetty
13770ccf7a fix: Codacy 2019-06-10 09:52:53 +05:30
Suraj Shetty
c8c17422f7 fix: Change call log fieldname and some cleanups 2019-06-07 10:22:50 +05:30
Suraj Shetty
97780613ad fix: Improve call popup UI 2019-06-06 14:48:37 +05:30
Suraj Shetty
87645e98ad fix: Get available employees from communication medium 2019-06-06 11:24:31 +05:30
Suraj Shetty
44c0e9d549 fix: Create call log instead of communication 2019-06-06 11:18:16 +05:30
Suraj Shetty
e9bfecf405 fix: Add code to update call summary 2019-06-03 12:27:02 +05:30
Suraj Shetty
893a0c24bb fix: Add call summary 2019-05-31 13:42:22 +05:30
Suraj Shetty
824d0ecc48 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-26 07:30:51 +05:30
Rushabh Mehta
2d7993592f
Merge pull request #17703 from rmehta/yeah-form-js 
refactor: deprecate old API as per https://github.com/frappe/frappe/pull/7537
 2019-05-24 11:36:16 +05:30
Suraj Shetty
591ad37894 fix: call popup [wip] 2019-05-24 10:11:48 +05:30
Rushabh Mehta
04e89ce808 refactor: deprecate old API 2019-05-22 16:52:36 +05:30
Suraj Shetty
07fe299628 fix: Make changes to fix call flow and popup trigger 2019-05-22 15:48:57 +05:30
Suraj Shetty
ee7d6e4598 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-22 14:55:48 +05:30
Nabin Hait
7327f8a901
fix: Person / Org name is not mandatory while creation of lead from email (#17676) 2019-05-21 15:05:26 +05:30
Suraj Shetty
863b93c32d refator: Rename files and move code 2019-05-21 07:57:06 +05:30
Suraj Shetty
8a178d6f30 fix: Update call summary dialog 2019-05-18 16:11:29 +05:30
Suraj Shetty
dd6b70c7cd feat: Show contact on incoming call 2019-05-16 23:55:35 +05:30
Nabin Hait
3fccfaa7ce feat: Added 'Add Multiple' options in all sales / purchase transactions 2019-05-16 14:54:05 +05:30
Suraj Shetty
03c3bd5f4a feat: Open modal in realtime for incoming call 2019-05-16 13:39:50 +05:30
Suraj Shetty
d382f1d470 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-16 09:47:17 +05:30
Rohan Bansal
9778ff8ab3 feat(crm): Allow leads to be imported without person name 2019-05-10 16:09:48 +05:30
Suraj Shetty
8b0588deaf feat: Init call summary popup 2019-05-02 14:59:44 +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
Rushabh Mehta
d5c6416d91 [new feature] Product Configurator (via Item Quick Entry) (#11535) 
* [Feature] Item Variant Creation from Quick Entry

* [minor] formatted js

* [minor] set 3 attribute per page instead of 5 in template

* [fix] fixed codecy issue

* [fix] label translation

* [minor] changed trigger event of item template

* [fix] moved item ui tests under stock

* [UI test] added test for item attribute

* [UI test] added test for creation of item variant from quick entry

* [fix] item variant ui test fixes

* [wip]

* [cleanup] item quick entry

* [remove] tests, fixtures were missing

* [refactor] use set_only_once in item
 2017-11-14 15:27:28 +05:30
Rushabh Mehta
98aa581864
[fix] default tax only on insert (#11544) 
* [fix] default tax only on insert

* [fix] default tax only on insert

* [fix] default tax only on insert
 2017-11-14 09:32:32 +05:30
Prateeksha Singh
bfb108d722 Replace c3 (#11112) 
* [charts] replace in asset.js

* replace in reports
 2017-10-17 12:03:02 +05:30
Makarand Bauskar
cb38e599e5 [minor] don't create lead if customer contact is already created against contact_email (#10976) 
* [minor] don't create lead if customer contact is already created against contact_email

* [tests] added tests cases for opportunity to check if lead is required or not
 2017-10-02 11:40:43 +05:30
Nabin Hait
6d78f7b862 Fixed indentation 2017-09-21 15:51:42 +05:30
Nabin Hait
5478a7fa67 Merge branch 'develop' of https://github.com/AravindPranera/erpnext-1 into AravindPranera-develop 2017-09-21 15:48:18 +05:30
AravindPranera
cb6774e373 Files added with all functions 2017-09-18 17:37:37 +05:30
AravindPranera
27bbb561d2 removed whitespace 2017-09-15 11:04:14 +05:30
AravindPranera
2c1f44ecfa Trailing space removed in line 275 2017-09-15 10:57:23 +05:30
AravindPranera
c73383c34c Trailing whitespace in Line 207 and 276 2017-09-15 10:34:21 +05:30
Nabin Hait
092f6d3739 Fixes ui tests 2017-09-14 16:45:47 +05:30
Rushabh Mehta
f056974bc5 [domain] Healthcare (#10664) 
* Medical module for erpnext

* Changes in core for Medical module

* patient registration updated

* fix - appointment invioce - fields missing

* pages- indicator instead of bg-color

* Lab Test field renamed service type

* Department added Lab Test

* procedure name in prescription

* fixes sample collection

* filter disabled patient

* fix patient admission

* updated patient age

* availability check msg updated

* fixes, removed procedure from invoice

* sample print renamed

* fixes, validation

* service desk physician in filter

* refactor scheduler

* Appointment -field property - set only once = 1

* Appointment - Mark closed and pending buttons removed

* Appointment - readonly = 1 if value set

* Appointment - availabilty

* Appointment - Cancel - info - cancel invoice

* Appointment - set pending appointments

* Dosage form - new DT

* Drug Prescription - Dosage form added

* Facility - Floor - removed from Fecility

* Floor - removed

* Lab Test Template - item creation validation

* Procedure - Create Procedure

* Procedure Appointment - new DT

* Service Unit - Floor reference removed

* Zone Fcilities - Unused DT removed

* Appointment Desk - fixed

* Service Desk - method pointing from procedure changed to procedure_appointment

* Consultation print - got featured

* Consultation - removed patient refernce to procedure prescription

* Procedure Prescription - removed patient refernce

* Lab Test - Changed field properties and value

* Lab Test - field property changed

* Lab Test - methods rewrite - lab test doc creation

* Lab Test - create lab test from invoice and consultaion - got changed

* Button History changed to Medical Record

* Service Desk - Updated

* Notification - Procedure Appointment

* fix-get procedure prescription

* fix field added to test prescription

* msgprint on invoice creation

* fix data on install

* Merge branch erpnext/develop

* fixes- minor

* Setup wizard - Create Sensitivity

* Appointment - Validate and Save if there is no schedule for Physician

* Consultation - Button create vital signs and medical record

* Review Type - New DocType

* Review Detail and Treatment Plan - Childs - Consultation

* Patient Medical Record - field Attach doc

* Consultation - New Fields

* Consultation - Manage new Fields - Medical record add action

* Patient Relation - Child DocType - Patient

* Patient - Patient Relation added

* Patient - collapsible = 1

* Laboratory Settings - fields - message for lab test

* Laboratory Settings - get message for lab test

* SMS text for lab test and invoice test report

* Procedure Stock Detail - Stock detail for Procedure and Template

* Template Stage Detail - Stage detail for Procedure Template

* Procedure Stage Detail - Stage detail for Procedure

* Service Unit - field - warehouse

* Scheduler - msg - content changed

* Laboratory Settings - defualt - msg content

* Invoice Test Report - msg print

* Print Format-Changed-Consultation-Invoice Test Report-Lab Test

* OP Settings - Expnse Account for Stock Entry in Procedure

* Procedure and Procedure Template - Manage Stock Stage and Sample Collection

* Procedure Appointment - Manage Stock and Stage

* Lab Test - fixed - resource not find

* Invoice Test Report - fixed - resource not find

* Procedure - doc reload after insert

* Patient Medical Record - fixed - refernce missed

* Create Vital Signs -on client side

* Rename module Medical to Healthcare

* Remove In Patient (IP) Feature.

* Rename - Procedure to Clinical Procedure

* Remove spaces in Naming Series

* Rename Duration to Drug Prescription Duration

* Duration to Drug Prescription Duration

* Merge All Settings to Healthcare Settings

* Healthcare settings - import fixed

* Procedure related documents are removed

* Appointment Desk and Sevrvice Desk are removed

* Consultation - minimal

* Consultation - minimal

* Consultation - minimal - patient detials in collapsible section

* Message Print to Alerts

* Patient - some fields removed

* Patient - create consultation - message print to alerts

* Consultation - show patient details updated

* Setup wizard - Duration to Drug Prescritpion Duration

* Healthcare Settings - patient registration - fee collection

* Lab Test - Create Sales Invoice bug fixed

* Healthcare menu rearranged

* Healthcare Settings - Optimised and Rearragnged

* Healthcare Settings - Expense account removed

* Receivable account removed from patient

* Patient - Optimised and Rearragnged

* Removed Referring Physician

* Healthcare Settings - bold headings removed

* Physician - Patient - Fields are Segregated

* Remove Service Unit

* Remove - Service Type

* Consultation invoice

* Lab Test - invoice

* Patient - Invoice

* Rename Appointment to Patient Appointment

* wip

* Patient Dashboard, Physician Form cleanup

* Dosage renamed to Prescription Dosage

* Renamed Drug Prescription Duration to Prescription Duration

* Patient Appointment booking modal

* Patient Age - calculate by dob

* Remove - scheduler

* Consultation - Appointment to Patient Appointment

* Patient Dashboard - rearranged

* Patient Appointment

* Removed rer_physician from lab test and consultation

* Patient Appontment Changes

* Appointment and Consultation - optimized

* Patient Appointment - fee validity code optimized

* Consultation and Patient Appointment - Invoice validate two side

* fix: #13 remove relation to admission

* Healthcare - Patient Portal

* fix import error

* domain Healthcare added on install

* Removed - Invoice Test Report

* Physician Schedule - menu

* Consultation - patient details - re write

* New Doctype-Medical Code

* Consultation - Daignosis codification

* Medical Code - Codification - Settings

* Medical Code Standard - Medical Code - Codification - Settings

* fix appointment calendar

* fix appointment analytics

* Menu Medical Code Standard

* New Doctype - Medical Code Standard

* Set Physician Role insted of IP Physician and OP Physician Role

* fixed some json files

* Medical code - permission to physician

* Unused Childs - Work Schedule and User List - Removed

* Label Procedure to Lab Test

* Lab Test and Patient - code optimised

* Add Item Groups - setup wizard

* Healthcare Settings - add Role - Medical Administrator

* Healthcare - Demo setup - Make Demo

* Fee Validity - Logic Test

* Test Fee Validity - Optimised

* Healthcare Doctypes - Restricted to Domain Healthcare

* Domainify - remove Healthcare Roles - Other Domains

* Healthcare doctypes - beta checked

* Codacy fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Lab Test - print hide =1 for some fields

* Consultation - Codification field label to Medical Coding

* Codacy fixes - import frappe and etc.

* Codacy fixes - import frappe in test_vital_signs

* Codacy fixes

* Codacy fixes

* Codacy fixes and remove delete perm for patient

* send_sms - import form frappe

* Healthcare Settings

* Lab Prescription - Consultation - Test Code - read_only = 0

* Portal fixes

* Patient Appointment - filter physician - if has schedule

* Physician - IP Charge - Removed

* test - files

* Web Form - Patient Profile - removed

* Role Medical Administrator to Healthcare Administrator

* WIP healthcare documentation

* Coday - fixes

* Travis - fixes

* Lab Test Report - menu

* Reorder Healthcare settings - group lab config to bottom

* Sample Collection - New - allow Sample and patient Selection

* Rate - similar behaviour and Label as in Item Standard Selling Rate

* Healthcare documentation

* Lab Test Samples to Lab Test sample

* Commplaints to Complaint

* Commplaints to Complaint

* Antibiotics to Antibiotic

* Appointment Token Number - remove

* View - Medical record

* Codacy fixes

* update healthcare docs

* Cleanup Docs - Search, quick entry, trsck change, etc.

* [minor] ux changes
 2017-09-13 12:52:30 +05:30
AravindPranera
6544a85f1e Opportunity Items fetching into Request for quotation 2017-08-24 18:32:40 +05:30
Rushabh Mehta
72fa958f2c [layout] lead and opportunity (#10487) 2017-08-23 18:47:57 +05:30
mbauskar
f03afe0878 Merge branch 'master' into staging 2017-08-14 09:31:01 +05:30
rohitwaghchaure
35438b6fc0 [Fix] Opportunity status has not changed after making of quotation against it if items has not added in the opportunity (#10351) 2017-08-10 11:15:50 +05:30
Rushabh Mehta
09d1eaa87b [minor] standard filters 2017-08-08 12:00:04 +05:30
Ameya Shenoy
4331067e57 [ui-test] completed tests for manufacturing (#10218) 
* modified test_item to include child table assertions

* minor travis fixes

* removed css selectors and used cur_frm
 2017-08-04 10:50:32 +05:30
Vishal Dhayagude
95dfe27bf7 [UI Test] Sales Order with multi currency and tax (#10189) 
* [UI Test] Sales Order with multi currency and tax

* [fix]Codacy fixed

* [fix] tests.txt
 2017-07-31 17:29:25 +05:30
Ameya Shenoy
4e91f28ce5 [ui-testing] added test for production order (#10138) 
* temporary commit for switching branches

* [ui-tests] added bill_of_materials test

* added warehouses required for production order

* [ui-test] added production order test

* debugging travis failure
 2017-07-31 11:02:28 +05:30
Vishal Dhayagude
569011fb21 [UI Test] Test for Product Bundle added (#10158) 2017-07-28 19:36:50 +05:30
Ameya Shenoy
91b2833708 [ui-tests] added workstation and operation (#10044) 
* [ui-test] workstation and operation testing added

* [ui-tests] removed unnecessary assertions and used logical names for operations and workstations
 2017-07-24 14:34:30 +05:30
Ameya Shenoy
73f969fd7f [ui-test] manufacturing item creation testing (#10009) 2017-07-21 14:22:08 +05:30
Rushabh Mehta
9d27cf3c62 [tests] refactored (#9984) 
* [tests] refactored

* [fix] test_quotation.js

* [fix] tests.text

* [fix] fiscal year not needed

* [test] add long test

* [fix] add timeout in lead
 2017-07-20 15:35:03 +05:30
Makarand Bauskar
ef8d6dc8f8 [minor] ingore mandatory while auto closing issues and opportunity (#9783) 2017-07-12 14:52:32 +05:30
Rushabh Mehta
4a7b4efbec [tests] update travis.yml to run ui-tests (#9748) 
* [tests] update travis.yml to run ui-tests

* [tests] update travis.yml to run ui-tests

* [test] fix item_group.py

* [test] fix item_group.py

* [check] daily work summary fails?

* [check] daily work summary fails?

* [check] daily work summary fails?

* [check] daily work summary fails?

* [check] daily work summary fails?

* [check] daily work summary fails?

* [check] no scheduled jobs for tests

* [check] daily work summary fails?

* [check] daily work summary fails?
 2017-07-10 23:00:01 +05:30
mbauskar
66e2a510b9 [minor] deleted deprecated reprots and changed the lead.json modified time 2017-06-22 16:57:46 +05:30
mbauskar
f9e2bf1ab4 fixed merge conflicts 2017-06-15 13:42:47 +05:30
Manas Solanki
95ca531def make quotation against lead company name (#9188) 2017-06-14 16:13:23 +05:30
tundebabzy
f5604c101c Once primary key is generated, do not allow changing Series #8911 (#9265) 
* changes set_only_once field for tabDocField to 1

* changes all affected doctypes `set_only_once` option to 1

* add patch name to text file

* adds test cases

* Revert "add patch name to text file"

This reverts commit fc7cb6b4557217cee61abfbbf42ff6f40099f23c.

* Revert "changes set_only_once field for tabDocField to 1"

This reverts commit 2b1f7f31a0d6491056d809f319bae0f7b84be435.
 2017-06-14 16:10:09 +05:30
KanchanChauhan
1dc26b127b Salutation and Gender in Lead and Customer (#9199) 2017-06-13 15:26:35 +05:30
Faris Ansari
5f27c94100 Merge pull request #9078 from netchampfaris/remove-globals 
Lint and fix JS files
 2017-06-06 11:35:42 +05:30
Nabin Hait
fa16b849a0 Merge branch 'master' into develop 2017-05-30 22:52:39 +05:30
mbauskar
26044f436a [minor] fixed a unexpected token error for opportunity 2017-05-30 22:28:08 +05:30
Nabin Hait
c9fa07b16d Merge branch 'master' into develop 2017-05-30 15:59:04 +05:30
Nabin Hait
6a5cf672c1 Fixed opportunity status (#9062) 2017-05-30 15:34:20 +05:30