Nabin Hait
2d226be3c4
fix: Made no of employees a select field
2022-06-25 11:40:23 +05:30
Nabin Hait
6a0d0a338d
fix: Test cases removed related to copying comments from opportunity to quotation
2022-06-25 11:40:23 +05:30
Nabin Hait
82bf59e2a3
fix: test case
2022-06-25 11:40:23 +05:30
Nabin Hait
d8163f3e47
fix: set exchange rate
2022-06-25 11:40:23 +05:30
Nabin Hait
f904ac599e
fix: merge conflicts and sider issues
2022-06-25 11:40:23 +05:30
Conor
b8f728a40a
refactor: use CURRENT_DATE instead of CURDATE() ( #31356 )
...
* refactor: use CURRENT_DATE instead of CURDATE()
* style: reformat to black spec
* refactor: use QB for auto_close queries
Co-authored-by: Ankush Menat <ankush@frappe.io>
2022-06-15 12:07:33 +05:30
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 )
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* 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 )
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* 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 )
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* 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
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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
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fix: remove migration hashes from doctypes
2021-12-13 11:27:27 +05:30
Anupam Kumar
3928a402d4
feat: CRM Settings ( #27788 )
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* 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 )
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* 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 )
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* 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
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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 )
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* 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