Shiloh/brotherton-erpnext
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754 Commits

Author SHA1 Message Date
Wolfram Schmidt
c4a2778359
chore: added RFQ Link to Opportunity Dashboard (#30894) 
added Link to Dashboard

added backlink to Request for Quotation in the Quotation dashboard for transparency and ease of navigation.
 2022-05-13 12:01:52 +05:30
Rohit Waghchaure
3f41cb762d fix: allow to use formatting for the field to_discuss in opportunity 2022-05-10 11:47:01 +05:30
Rushabh Mehta
548afba8bb
fix(minor): update frappe.error_log to new API (#30864) 
* fix(minor): update frappe.error_log to new API

* refactor: changes for updated log_error api

Co-authored-by: Ankush Menat <ankush@frappe.io>
 2022-05-02 15:04:26 +05:30
Ankush Menat
0fdfc1e76e fix: only query fields that exist 2022-04-26 11:03:32 +05:30
Sagar Vora
fa4f57f470 fix: dont reassign mutable (list) to a different field 2022-04-07 16:51:27 +05:30
Ankush Menat
ba42c87687
refactor: don't use pandas for basic reports (#30597) 2022-04-06 15:40:41 +05:30
Ankush Menat
a896895a9e fix: bulk fix (~330) missing translations 2022-04-04 13:59:51 +05:30
Ankush Menat
494bd9ef78 style: format code with black 2022-03-28 18:52:46 +05:30
Ankush Menat
f37316a266 refactor: use get_value instead of exists 2022-03-22 13:07:45 +05:30
barredterra
5c4eabf075 fix: usage of frappe.db.exists 2022-03-22 13:07:45 +05:30
Raffael Meyer
6794148c04
fix(lead): reload contact before updating links (#29966) 
* fix(lead): reload contact before updading links

Contact might have changed since it was created.

* refactor: reload contact after insert
 2022-03-10 14:47:29 +05:30
Wolfram Schmidt
235b0715bf
fix: allow renaming and merging (#29830) 2022-02-16 17:20:07 +05:30
Anupam Kumar
925eca0e4a
fix: multiple CRM fixes (#29507) 
* fix: multiple CRM fixes
 2022-01-29 22:32:03 +05:30
Ankush Menat
b05287dea0
fix: drop six code (#29479) 2022-01-27 20:08:05 +05:30
Shariq Ansari
bc187c121a fix: updated standard workspace json files 2022-01-13 19:24:11 +05:30
Anupam Kumar
1c0fa3c231
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-28 10:34:16 +05:30
Anupam Kumar
cfb6b26e47
fix: contact duplication on converting lead to customer (#29001) 
* fix: contact duplication on converting lead to customer

* fix: added test case
 2021-12-24 19:13:28 +05:30
Anupam
e7ac774bbc fix: review chnages 2021-12-24 14:12:53 +05:30
Anupam
2abbf20da1 fix: test case 2021-12-21 14:13:40 +05:30
Anupam
107b405560 fix: test case 2021-12-21 13:35:15 +05:30
Anupam Kumar
a8637cc7b8
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-21 11:27:47 +05:30
Anupam
e4ee55c9b9 fix: test case 2021-12-21 11:26:53 +05:30
Anupam Kumar
66a10c0e73
Merge pull request #28440 from anupamvs/crm-lead-validate-cleanup-develop 
fix: lead validate function cleanup
 2021-12-20 18:12:57 +05:30
Ankush Menat
f5d5281119 chore: drop deprecated qunit tests 2021-12-20 17:03:10 +05:30
Anupam
c6a87125e9 feat: added forward communication comments check in CRM Settings 2021-12-20 14:14:44 +05:30
Anupam
0e0e4f723f fix: test case 2021-12-20 09:48:40 +05:30
Anupam
5b40d9e7cd fix: linter issues 2021-12-18 20:12:57 +05:30
Anupam
31ac1011b8 feat: made carry-forward comments/communication configurable and added test cases 2021-12-17 19:21:08 +05:30
Anupam Kumar
ea5e155823
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-14 16:42:59 +05:30
Ankush Menat
a388096c03
Merge pull request #28839 from ankush/migration_hashes 
fix: remove migration hashes from doctypes
 2021-12-13 11:27:27 +05:30
Anupam Kumar
3928a402d4
feat: CRM Settings (#27788) 
* feat: crm settings

* feat: CRM Settings

* feat: lead and opprtunity section

* feat: added CRM Settings in ERPNext Settings workspace

* fix: review chnages

* added patch

* fix: linter issues

* fix: linter issues

* fix: linter issues

* fix: removed crm settings from selling module

* fix: raw query to frappe.qb

* fix: removed hardcoded value

* fix: linter issue

* fix: simplify CRM Settings migration patch

Co-authored-by: Anupam Kumar <anupam@Anupams-MacBook-Air.local>
Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-12-06 13:52:00 +05:30
Anupam
6210f10207 fix: linter issues 2021-11-19 10:32:04 +05:30
Anupam
6dda1548bc fix: linter issues 2021-11-19 10:22:50 +05:30
Anupam
6eb779392e feat: carry forward communication and comments throughout the sales cycle 2021-11-19 10:13:05 +05:30
Anupam Kumar
6954dd6329
feat: Competitor Tagging in Opportunity and Quotation (#28050) 
* feat: Competitor Tagging in Opportunity and Quotation

* fix: review changes

* fix: linter issue

* fix: section label

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-11-09 19:36:27 +05:30
Ankush Menat
db3193dcab
chore: remove migration_hash (#28263) 2021-11-08 10:57:20 +05:30
Ankush Menat
8fe5feb6a4 chore: remove all six compat code 2021-11-05 11:16:29 +05:30
Ankush Menat
6098e92ba9 chore: remove utf-8 compat code 2021-11-05 11:16:29 +05:30
Anupam Kumar
623776dd48
feat: added company field in prospect (#28139) 
* feat: added company field in prospect

* fix: review changes
 2021-11-01 13:37:31 +05:30
Anupam Kumar
4787a75208
fix: opportunity link is missign from customer (#28110) 2021-10-28 11:13:11 +05:30
Jannat Patel
d81f811349
fix: map missing fields in opportunity (#27904) 2021-10-20 10:53:39 +05:30
Shariq Ansari
790c1cda6f
fix: Removing unused fields from workspace JSON files #27612 
fix: Removing unused fields from workspace JSON files
 2021-10-13 16:18:20 +05:30
Anupam
340859cb3c fix: broken lead form actions 2021-10-05 15:11:45 +05:30
Mohammed Yusuf Shaikh
d795e55694
feat(CRM): Sales Pipeline Analytics Report and Opportunity Summary by Sales Stage Report (#26639) 
* feat: Sales Pipeline Analytics Report

* fix: sider Issues and added tests

* fix: Semgrep Issue

* feat: Opportunity Summary by Sales Stage Report

* fix: add some checks and tests

* fix: sider issues and test

* fix: additional checks for error handling and minor changes

* fix: remove unused conditions

* fix: Changes mentioned on PR

* fix: currency conversions and other changes

* fix: remove unused imports

* fix: correction for failing test case

* fix: recorrected failing test case

* fix: sider issues and resolve test case errors

* fix: rewrite query using query builder

* fix: test case changes

* fix: sider fixes and other changes

* fix: clear data before running test

* fix: test case fixed

* refactor: code formatting

- smaller functions

- variable and function naming

* refactor: improve code formatting

* fix: linter issues

* fix: linter issues

* fix: change indentation to tabs

* fix: linter issues

* fix: naming, code formatting

* fix: quarterly values not showing up in Sales Pipeline Analytics

* fix: typo in tests

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-09-07 10:49:34 +05:30
Anupam Kumar
b0d970001a
feat: multi-currency in Opportunity (#26590) 
* feat: multi-currency

* refactor: lead form

* fix: test case for opportunity item

* fix: removing local changes

* fix: test cases

* fix: test cases

* fix: review changes

* fix: reverting lead.json chnages

* fix: toggle display for currency fields

* review changes

* fix: test case

* fix: linter issues

* fix: unused import

* feat: grand total in opportunity

* fix: patch

* fix: sort imports

* fix: reload opportunity item doctype

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-09-06 16:54:28 +05:30
Chillar Anand
915b34391c
chore: Clean up imports (#27302) 
* chore: Added isort to pre-commit config

* chore: Sort imports with isort

* chore: Clean up imports with pycln

* chore: Sort imports with isort

* chore: Fix import issues

* chore: Clean up sider issues

* chore: Remove import errors from flake8 ignore list

* chore: Clean up lint issues
 2021-09-02 16:44:59 +05:30
Anupam Kumar
c25367f107
Merge pull request #27292 from anupamvs/comany-name-field-issue-develop 
fix: mapping for company name lead->contact
 2021-09-02 09:32:47 +05:30
Jannat Patel
696fa6c8fe
Merge branch 'develop' into comany-name-field-issue-develop 2021-09-01 18:25:46 +05:30
Anupam
821f6a6178 fix: mapping for company name lead->contact 2021-09-01 17:49:05 +05:30
Ankush Menat
b147b85e6a
chore: whitespace / eof fixes 2021-09-01 16:57:21 +05:30