Shiloh/brotherton-erpnext
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762 Commits

Author SHA1 Message Date
Anupam Kumar
a77032f926
onbarding steps fix (#21959) 2020-05-27 20:20:20 +05:30
Anupam Kumar
ab250e4ed5
enable Allow Rename in sales stage (#21799) 2020-05-20 16:15:48 +05:30
Nabin Hait
7cbbd68176 fix: CRM module dashboard and onboarding 2020-05-20 12:55:34 +05:30
Nabin Hait
189be3c68b Merge branch 'crm-onboarding' of https://github.com/anupamvs/erpnext into anupamvs-crm-onboarding 2020-05-20 12:07:55 +05:30
Raffael Meyer
3bce13eaa2
fix: remove guest access (#21693) 2020-05-17 20:58:37 +05:30
Anupam K
79a8bd1cdf CRM Onboarding 2020-05-14 18:42:44 +05:30
Anupam K
1aaedd68b9 Twitter and LinkedIn Auth fix 2020-05-13 17:55:18 +05:30
rohitwaghchaure
f0385d0671
Merge pull request #21638 from MyuddinKhatri/lead-update-fix-v13 
fix(crm): fix lead while updating contact details (develop)
 2020-05-08 10:37:11 +05:30
rohitwaghchaure
67c33d1f8b
Merge pull request #21643 from sahil28297/fix_lead_name 
fix(lead): strip lead_name before splitting
 2020-05-08 10:35:48 +05:30
Sahil Khan
b1385f676a fix(lead): strip lead_name before splitting 2020-05-07 16:47:41 +05:30
Myuddin khatri
fc0e45d79c solved merge conflicts 2020-05-07 15:38:20 +05:30
Anupam K
d078883cd4 fixing callback urls 2020-05-06 01:13:51 +05:30
Rohan Bansal
7835bf91e4 fix: AttributeError 2020-04-29 13:10:53 +05:30
Rohan Bansal
76825ab2bd fix: update lead if contact details are changed 2020-04-28 16:13:53 +05:30
Anupam K
01d0b373e0 Review changes 2020-04-28 00:21:10 +05:30
Anupam K
cc9dbb912e Adding campaign card in CRM Desk 2020-04-27 22:37:02 +05:30
Rucha Mahabal
e34ec70d44 fix(Desk Page): Number of Open Leads not visible on Shortcut Card 2020-04-26 23:40:37 +05:30
rohitwaghchaure
77403abadd
Merge branch 'develop' into social-media-integration-feat 2020-04-25 17:37:24 +05:30
Anupam K
524eb6ce9b freeze screen while posting and login 2020-04-25 00:35:26 +05:30
Anupam K
e01723e360 Review changes 2020-04-23 23:02:08 +05:30
Anupam K
39911b40f0 setting end date in email campaign 2020-04-23 14:14:49 +05:30
Anupam K
4e2256f2e3 Linkedin, Twitter Integration 2020-04-21 22:07:03 +05:30
Anupam K
790b9ee8d0 Merge branch 'develop' of https://github.com/frappe/erpnext into social-media-integration-feat 2020-04-18 01:51:47 +05:30
Anupam K
c12a40c923 Linkedin, Twitter Integration 2020-04-18 01:50:18 +05:30
Anupam K
22318b2eb6 Linkedin, Twitter Integration 2020-04-18 01:46:38 +05:30
Anupam K
d683dc250d Linkedin, Twitter Integration 2020-04-18 00:48:34 +05:30
Anupam K
9ee8110411 Adding Calendar view for Opportunity 2020-04-15 18:37:35 +05:30
Anupam K
c4c44a9a2b Initial JS setup 2020-04-15 12:58:24 +05:30
Shivam Mishra
ebcc46d837
feat: updated desk pages (#21138) 2020-04-10 18:52:05 +05:30
gavin
74dd0e12e7
fix: enable validations for email and phone data fields (#21199) 2020-04-08 12:59:15 +05:30
Deepesh Garg
d14598bc51
Merge pull request #21180 from KanchanChauhan/address-from-lead 
fix: (minor) Mandatory field missing to create address from lead
 2020-04-07 12:22:54 +05:30
Himanshu Warekar
48307513c1 fix: update modified for opportunity 2020-04-07 09:06:03 +05:30
Kanchan Chauhan
4791e313db fix: Mandatory field missing to create address from lead 2020-04-06 23:56:23 +05:30
Himanshu Warekar
c207c457a5 Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-04-06 11:34:27 +05:30
Saurabh
84b93414d0 fix: typo 2020-03-31 15:58:00 +05:30
Saurabh
6c8d63f3b9 fix: provision to setup new address from lead if address creation break due to mandatory exception 2020-03-31 15:58:00 +05:30
Saurabh
e567563aa1 fix: if mandatory fields are missing do not create address against lead 2020-03-31 15:58:00 +05:30
Ahmad M Abdelrahman
06b3f6f781
Remove Campagin restrection (#21024) 
Lead Source Now is an independent doctype.
forcing the user to add Campaign is not valid 
Solution
Show Campaign keeping it optional and keep the user to be free to add or remove data
 2020-03-31 10:38:49 +05:30
Suraj Shetty
3cf0dc966c fix: Add currency in options of Opportunity Amount 
- To show currect symbol in list view
 2020-03-20 12:51:16 +05:30
Himanshu Warekar
841be6713b Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-03-13 19:40:00 +05:30
Shivam Mishra
451382e08e feat: update desk pages 2020-03-12 16:34:34 +05:30
Shivam Mishra
1fd1852c6a
Merge branch 'develop' into yet-another-desk 2020-03-10 18:20:27 +05:30
Shivam Mishra
0310366d5a fix (cleanup): remove incomplete dependencies data 2020-03-05 11:28:40 +05:30
Shivam Mishra
8a8e8d6c5c feat: added base pages for desk 2020-03-02 16:56:31 +05:30
Himanshu
83acff9680
Merge branch 'develop' into opportunity-fix 2020-02-21 19:47:41 +05:30
prssanna
3218730a16 fix: set query on change in opportunity_from value 2020-02-20 16:14:44 +05:30
Deepesh Garg
cf8e2732c9
Merge pull request #20428 from 0Pranav/territory-sales-pipeline 
feat: add territory wise sales report
 2020-02-06 13:11:07 +05:30
Pranav Nachnekar
d64135b2d2
fix: linking party in calendar event of appointment (#20458) 2020-01-29 13:01:25 +05:30
Pranav Nachnekar
c1312700e8 feat: create appoitnemnt against customer (#20457) 2020-01-28 17:50:47 +05:30
Deepesh Garg
1d279c30bb
Merge pull request #20386 from rohitwaghchaure/fixed_lead_date_comparision_issue_develop 
fix: lead date comparison issue
 2020-01-23 15:22:53 +05:30
Rohit Waghchaure
0251e33f31 fix: lead details duplicate entries 2020-01-22 16:59:36 +05:30
Rohit Waghchaure
7b8e1e0891 fix: lead date comparison issue 2020-01-22 16:36:14 +05:30
Himanshu Warekar
303f085499 Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-01-19 11:45:24 +05:30
Jigar Tarpara
f5374c182e Bug Fix (#20330) 
* Bug Fix

auto_close_after_days field is in Selling Settings

* fix: close_opportunity_after_days field is in selling settings

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-01-17 11:54:25 +05:30
0Pranav
6280609c25 enhancement: add territory wise sales report 2020-01-14 15:53:35 +05:30
Himanshu Warekar
c9f497d7c0 feat: move subject and sender fields to json 2020-01-13 16:26:40 +05:30
Himanshu Warekar
e5692e035a Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-01-13 15:17:32 +05:30
deepeshgarg007
d7427919a4 fix: Address section rearrange and minor bug fixes 2019-12-24 16:45:09 +05:30
Rohan
ff98a52834
Merge branch 'develop' into v12-lead-address-contact 2019-12-24 11:21:08 +05:30
Pranav Nachnekar
8bada8759a fix: wrap scheduled_time with getdate() (#20044) 
* fix: wrap `scheduled_time` with `getdate()`

Handles inconsistent data returned from the ORM.

* fix: use `getdate()` instead of `date()`
 2019-12-23 18:19:29 +05:30
Himanshu Warekar
c7feea830f feat: Email Append To 2019-12-12 21:12:17 +05:30
Pranav Nachnekar
6aa763221b fix: rename appointment booking route (#19886) 
* rename appoinment booking route

* fix: replace all references to book-appointment route
 2019-12-10 21:35:28 +05:30
Rohan
05222270e1
Merge branch 'develop' into v12-lead-address-contact 2019-12-06 14:25:30 +05:30
Pranav Nachnekar
114e0db419 fix: query for finding lost quotation (#19800) 
* fix: query for finding lost quotation

* Update opportunity.py
 2019-12-04 15:31:43 +05:30
Rucha Mahabal
2fa204d8be fix: render_template for subject in Email Campaign (#19772) 2019-12-02 16:26:10 +05:30
Rohan Bansal
c59ac36378 fix: use new Contact schema 2019-11-28 12:25:38 +05:30
Rohan Bansal
fd46fef857 fix: add designation to Lead 2019-11-28 12:23:33 +05:30
Rohan Bansal
75da5af900 fix: set missing values 2019-11-28 12:23:05 +05:30
Rohan Bansal
f9e2bfcc29 fix: conditionally set lead title as organization or person 2019-11-28 12:23:05 +05:30
Rohan Bansal
312210c2b0 feat: create address and contact after lead creation 2019-11-28 12:22:47 +05:30
0Pranav
fb1e87710b Tweaks to success redirect 
- 5 seconds wait before redirect
- Edited description for URL in settings
 2019-11-26 12:14:41 +05:30
0Pranav
2515022377 add condition for zero appointment slots 2019-11-26 10:55:28 +05:30
0Pranav
b84e56ebb5 fix:travis tests 2019-11-25 17:32:02 +05:30
0Pranav
f9dec5201f fix:tests 2019-11-25 16:42:07 +05:30
0Pranav
3ec5eabaf6 formatting 2019-11-25 14:11:31 +05:30
0Pranav
f2752bf38c fix: tests for python2 2019-11-25 14:09:49 +05:30
0Pranav
ae90ea9547 fix:travis errors 2019-11-20 15:24:33 +05:30
0Pranav
682956543e fix travis 2019-11-20 11:45:14 +05:30
0Pranav
fe2147a496 fix travis 2019-11-20 11:37:49 +05:30
0Pranav
dbde140e46 fix: save method of Appointment Booking Setting 2019-11-20 10:30:41 +05:30
0Pranav
c8e66a0f71 Infer number_of_agents from agent_list in apppointment booking settings 2019-11-20 10:27:59 +05:30
0Pranav
539ea2cefb Rename doctype Appointment Booking Slots 2019-11-19 10:59:24 +05:30
0Pranav
511780a4d4 feat: configurable redirect on success 2019-11-14 12:47:08 +05:30
Pranav Nachnekar
ccd9b38463
Merge branch 'develop' into scheduling-ui-rewrite 2019-11-13 11:41:41 +00:00
0Pranav
cce000a6d0 remove: commented code 2019-11-13 11:48:37 +05:30
Nabin Hait
4c7ac65db1 fix: Made Campaign for field mandatory 2019-11-11 17:19:52 +05:30
FinByz Tech Pvt. Ltd
88de00fb94 Rendered Email template in email Campaign 2019-11-11 17:17:21 +05:30
0Pranav
75db6f7073 convert indentation to tabs 2019-11-07 12:47:00 +05:30
0Pranav
fce8f36bb2 don't change lead if assigned 2019-11-07 12:37:28 +05:30
0Pranav
6f1d2eeffd changes to suggestions made by shivam 2019-11-06 11:57:37 +05:30
0Pranav
d1ee962d4b seperate function for sending confirmation 2019-11-05 14:53:36 +05:30
Pranav Nachnekar
4d3dc87a1a
Apply suggestions from code review 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-11-05 04:32:06 +00:00
0Pranav
e573bd9074 remove unnecessary variable 2019-11-01 12:47:11 +05:30
0Pranav
53ec8c6322 Merge branch 'develop' of https://github.com/0Pranav/erpnext into scheduling-ui-rewrite 2019-11-01 12:40:08 +05:30
0Pranav
97f6576213 prettify confirmation email 2019-11-01 12:36:06 +05:30
0Pranav
54f33f4e5d move utility functions 2019-11-01 12:14:21 +05:30
0Pranav
4701bc8bfc Add ignore permissions for opportunity 2019-11-01 09:36:29 +05:30
0Pranav
60093d98b0 auto assign before creating event 2019-10-31 15:37:57 +05:30
Deepesh Garg
6208755d54 fix: Unable to add details in quotation and opportunity (#19354) 2019-10-21 13:29:44 +05:30
0Pranav
2f9ef85614 fix:typo 2019-10-15 16:44:28 +05:30
0Pranav
3d73a4f944 fix:readability for user 2019-10-15 16:43:40 +05:30
Himanshu
eba3a8e802 fix: get contact details (#19281) 2019-10-11 10:43:24 +05:30
Rohit Waghchaure
4494d46020 fix: name 'link_link_doctype' is not defined 2019-10-10 14:17:06 +05:30
Pranav Nachanekar
aa918e8528 moved validations to sepeate functions 2019-10-09 15:49:48 +05:30
Pranav Nachanekar
9ccc43980b Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-10-09 14:17:37 +05:30
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